公司 2025 年 10 月销售生猪 168.51 万头，环比变动 20.86%，同 比变动 34.44%，销售数量同比增幅较大主要是因为前期新生与投放 仔猪增幅较大。收入 19.18 亿元，环比变动 9.85%，同比变动-7.83%。 商品猪销售均价 11.28 元/公斤，环比变动-12.49%，同比变动-35.06%， 销售价格同比降幅较大主要是受国内生猪市场行情变化的影响。 | | 月份 | 生猪销售数量 | | | 生猪销售收入 | | 商品猪价格 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | （万头） | | | （亿元） | | （元/公斤） | | | | | 当月 | 累计 | 当月 | 累计 | 当月 | | 2024 | 年 10 月 | | 125.34 | 1,367.38 | 20.81 | 222.98 | 17.37 | | 2024 | 年 11 月 | | 125.96 | 1,493.34 | 20.50 | 243.48 | 16.49 | | 2024 | 年 12 月 | | 159.15 | 1, ...

关于与央企基金和欠发达基金共同设立合资公司 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 | 证券代码：000876 | 证券简称：新希望 | 公告编号：2025-112 | | --- | --- | --- | | 债券代码：127015,127049 | 债券简称：希望转债，希望转 | 2 | 新希望六和股份有限公司 新希望六和股份有限公司（以下简称"公司"）于 2025 年 11 月 5 日召开了第十届董事会第八次会议，审议通过了《关于与央企基金 和欠发达基金共同设立合资公司并由其购买和新设孙公司的议案》， 现将相关情况公告如下： 一、交易概述 1、基本情况 为积极响应国家乡村振兴战略号召，聚焦重点帮扶区域农业产 业发展，有效促进农民增收和区域经济可持续发展，实现社会价值 与经济效益共赢。公司拟与中央企业乡村产业投资基金股份有限公 司（以下简称"央企基金"）、欠发达地区产业发展基金有限公司（以 下简称"欠发达基金"）共同投资成立新六创益乡村发展有限公司 （暂定名，以最终核准名称为准，以下简称"合资公司"）。合资公 司注册资本总额 287,000 万元 ...

新希望六和股份有限公司监事会 徐志刚__________________ 段培林__________________ 关于使用部分闲置募集资金临时补充流动资金的 审核意见 按照《证券法》、《上市公司治理准则》、《深圳证券交易所上市公 司自律监管指引第 1 号——主板上市公司规范运作》等相关法律、法 规及规范性文件的要求，新希望六和股份有限公司（以下简称"公司"） 监事会及全体成员在认真审阅了《关于使用部分闲置募集资金临时补 充流动资金的议案》等相关材料后认为： 公司使用部分闲置募集资金临时补充流动资金，有利于降低公司 财务费用，提高募集资金的使用效率，符合公司发展的需要，未违反 相关法律、法规和公司《章程》的规定，不存在改变或变相改变募集 资金投向和损害股东利益的情况。因此，同意本次继续使用部分闲置 募集资金临时补充流动资金，总额不超过人民币 38,700.00 万元，使 用期限自公司董事会审议通过之日起不超过 12 个月，监事会将监督 公司该部分募集资金的使用情况和归还情况。 （以下无正文） （本页无正文，仅为《监事会关于使用部分闲置募集资金临时补充流 动资金的审核意见》之签字页） 监事签名： 庞允东___ ...

二、监事会会议审议情况 本次会议由监事以传真方式会签，审议通过了如下议案： 新希望六和股份有限公司 第十届监事会第八次会议决议公告 本公司及监事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 证券代码：000876 证券简称：新希望 公告编号：2025-110 债券代码：127015，127049 债券简称：希望转债，希望转 2 新希望六和股份有限公司（以下简称"公司"）第十届监事会第 八次会议通知于 2025 年 11 月 4 日以电子邮件方式通知了全体监事， 第十届监事会第八次会议于 2025 年 11 月 5 日以通讯表决方式召开。 本次会议应参加表决监事 3 人，实际表决监事 3 人。本次会议的召开 符合有关法律、行政法规、部门规章、规范性文件和公司《章程》的 规定，所作决议合法有效。 续使用部分闲置募集资金临时补充流动资金，总额不超过人民币 38,700.00 万元，使用期限自公司董事会审议通过之日起不超过 12 个 月，监事会将监督公司该部分募集资金的使用情况和归还情况。 具体内容详见公司于 2025 年 11 月 7 日刊载于《中国证 ...

| 证券代码：000876 | 证券简称：新希望 | 公告编号：2025-109 | | --- | --- | --- | | 债券代码：127015,127049 | 债券简称：希望转债，希望转 | 2 | 新希望六和股份有限公司 第十届董事会第八次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 新希望六和股份有限公司（以下简称"公司"）第十届董事会第 八次会议通知于 2025 年 11 月 4 日以电子邮件方式通知了全体董事。 第十届董事会第八次会议于 2025 年 11 月 5 日以通讯表决方式召开。 本次会议应参加表决董事 9 人，实际表决董事 9 人，会议的召开及表 决程序符合有关法律、行政法规、部门规章、规范性文件和公司《章 程》的规定，所作决议合法有效。 二、董事会会议审议情况 本次会议由董事以传真方式会签，审议并通过了如下议案： （一）审议通过了"关于使用部分闲置募集资金临时补充流动资 金的议案" 表决结果：9 票同意，0 票反对，0 票弃权。 | 序 | 项目名称 | 扣除各项发行费用后 | | --- ...

Core Viewpoint - The company has approved two significant proposals aimed at enhancing liquidity and expanding operations through strategic investments [1] Group 1: Financial Management - The company plans to use up to 387 million yuan of idle raised funds to temporarily supplement working capital, with a usage period not exceeding 12 months, which is expected to save approximately 5.805 million yuan in financial costs [1] - As of 2025, the total raised funds invested by the company will amount to 7.743 billion yuan [1] Group 2: Strategic Investment - The company intends to jointly invest 2.87 billion yuan with state-owned enterprise funds and underdeveloped area funds to establish a joint venture, with the company contributing 2.1 billion yuan, representing a 73.17% stake [1] - The joint venture will acquire 100% equity of three subsidiaries of the company and establish 16 new pig farming subsidiaries in key support areas [1]

Core Viewpoint - New Hope (000876.SZ) is actively responding to the national rural revitalization strategy by focusing on agricultural development in key support areas, aiming to enhance farmers' income and promote sustainable regional economic growth, thereby achieving a win-win situation of social value and economic benefits [1] Investment and Partnership - The company plans to jointly invest with Central Enterprise Rural Industry Investment Fund Co., Ltd. (referred to as "Central Enterprise Fund") and Underdeveloped Areas Industry Development Fund Co., Ltd. (referred to as "Underdeveloped Fund") to establish a new joint venture named New Li Chuang Yi Rural Development Co., Ltd. (tentative name) [1] - The total registered capital of the joint venture is 287 million yuan, with the company contributing 210 million yuan (73.17%), the Central Enterprise Fund contributing 70 million yuan (24.39%), and the Underdeveloped Fund contributing 7 million yuan (2.44%) [1] Acquisition and Expansion - Upon establishment, the joint venture will acquire 100% equity of the company's wholly-owned subsidiary Baiyin New Hope Animal Husbandry Technology Co., Ltd. (referred to as "Baiyin New Hope"), Panzhou New Li Agricultural Development Co., Ltd. (referred to as "Panzhou New Li"), and the company's controlling subsidiary Guaning New Animal Husbandry Co., Ltd. (referred to as "Guaning New Animal Husbandry") [1] - The joint venture will also independently establish sixteen new subsidiaries in key support areas for pig farming, primarily adopting an "enterprise + farmer" free-range model, without increasing the company's and industry's pig production capacity [1]

新希望公告称，公司第十届董事会第八次会议审议通过两项议案。一是拟使用不超3.87亿元闲置募集资 金临时补充流动资金，使用期限不超12个月，预计节约财务费用约580.50万元。截至2025年，募集资金 累计投入77.43亿元。二是拟与央企基金、欠发达基金共同投资28.7亿元成立合资公司，公司出资21亿 元，占比73.17%。合资公司将收购公司三家孙公司100%股权，并在重点帮扶区域新设十六家生猪养殖 子公司。两议案均无需提交股东会审议。 ...

Core Insights - The "2025 Sichuan Top 100 Private Enterprises" list was released, with Tongwei Group ranking first for the first time [1] - Significant changes in rankings were noted compared to the 2024 list, with Tongwei Group's revenue exceeding 240 billion yuan, moving up one position [1][2] - The threshold for entry into the list was set at 3.945 billion yuan, an increase of nearly 200 million yuan from the previous year [2] Group 1: Rankings and Revenue - The top 10 companies in the 2025 list include Tongwei Group, Qiya Group, New Hope Liuhe, Sichuan Chuanwei Group, and others [1] - The total revenue of private enterprises reached 1.74 trillion yuan, with 61 companies experiencing revenue growth [2] - The net profit of private enterprises totaled 52.04 billion yuan, with 43 companies increasing their net profit [2] Group 2: Manufacturing Sector - Manufacturing is the main support for the top 100 enterprises, with 73 companies in this sector, contributing 1.39 trillion yuan in revenue, accounting for 80.3% of the total [5] - The total assets of manufacturing enterprises also reached 1.39 trillion yuan, representing 79.3% of the total, with a significant increase of 16.4% from the previous year [5] - Tax contributions from manufacturing enterprises amounted to 45.668 billion yuan, making up 83.4% of the total [5] Group 3: Additional Rankings - The top 10 companies in the 2025 Sichuan Manufacturing Private Enterprises list mirror the top 10 of the overall list [5] - The top 10 companies in the 2025 Sichuan Service Industry Private Enterprises list include Chengdu JD Century Trading and others [6] - The top 10 companies in the 2025 Sichuan Private Enterprises R&D Investment list feature Tongwei Group and several pharmaceutical companies [6] Group 4: Economic Impact - Sichuan's GDP ranked fifth nationally, with the private economy contributing significantly, accounting for 56.4% of the total economic output [7] - The added value of the private economy reached 3.646 trillion yuan, reflecting a slight increase from the previous year [7]

Core Viewpoint - The integration of planting, breeding, and processing industries, known as the "plant-breed-process integration," is gaining traction in China, projected to reach a market value of 3.2 trillion yuan in 2024 and 6.8 trillion yuan by 2030, driven by increasing consumer demand for healthy and organic products and government support for sustainable agriculture [1][10]. Industry Overview - The plant-breed-process integration model combines planting, breeding, and processing to achieve ecological and economic benefits through resource recycling and efficient industry chain connections [3][9]. - The model enhances resource utilization efficiency, reduces costs, and promotes sustainable agricultural development [1][9]. Industry Policies - Recent government policies support the integration model as a means to boost agricultural transformation and rural prosperity, including guidelines for optimizing livestock development and promoting ecological farms [4][5]. - The Ministry of Agriculture and Rural Affairs has issued directives to encourage standardized and ecological farming practices [4][5]. Current Industry Status - The total sown area of crops in China has been increasing, reaching 173 million hectares by 2024, driven by rising consumer demand for staple agricultural products [6][7]. - The livestock sector has also seen growth, with the pig population reaching 424.47 million heads in the first half of 2025, a 2.2% increase year-on-year [7][8]. Competitive Landscape - The industry features a diverse competitive landscape, including large enterprises, small and medium-sized enterprises, and farmer cooperatives, each leveraging unique strengths to capture market share [10]. - Key players include China Shengmu Organic Milk, Hunan New Wufeng, and Modern Farming Group, which are integrating various stages of the agricultural value chain [10][11]. Industry Development Trends - The rapid advancement of modern agricultural technologies, such as biotechnology and smart equipment, is expected to enhance production efficiency and product quality within the integration model [14]. - Increasing market demand for high-quality, organic agricultural products is anticipated to drive further adoption of the integration model, as it aligns with consumer preferences for safety and sustainability [16].