| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | | 2025-12-17 | 000998 | 隆平高科 | 9.18 | 81.10 | | 744.52 西部证券股份有限 | 中信建投证券股份 | | | | | | | | 公司西安东大街证 | 有限公司长沙金星 | | | | | | | | 劳营业部 | 中路证券营业部 | 12月17日，隆平高科大宗交易成交81.1万股，成交额744.52万元，占当日总成交额的5.36%，成交价9.18 元，较市场收盘价9.3元折价1.29%。 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-12-16 | 000998 | 隆平高科 | 9.16 | 70.00 | | 641.20 中信证券股份有限 | 中信建投证券股份 | | | | | | | | 公司北京总部证券 | 有限公司长沙金星 | | | | | | | | 营业部 | 中路证券营业部 | 12月16日，隆平高科大宗交易成交70万股，成交额641.2万元，占当日总成交额的4.66%，成交价9.16 元，较市场收盘价9.28元折价1.29%。 ...

证券日报网讯12月15日，隆平高科（000998）在互动平台回答投资者提问时表示，公司不存在外商投资 负面清单中禁止外商投资的业务情形，亦不涉及违反外商投资相关法律法规的情形。 ...

Investment Rating - The report maintains a positive outlook on leading agricultural companies, suggesting investment opportunities in the sector [5]. Core Insights - The agricultural sector has shown resilience, with the industry index outperforming the broader market by 0.4 percentage points during the week of December 8-12, 2025 [13]. - The report highlights significant growth in the pet food segment, with online sales increasing by 27.9% year-on-year during October and November 2025, driven by new consumer brands [34][36]. - The livestock industry is facing challenges, with a 5.5% decrease in the number of pigs marketed in November compared to the previous month, raising concerns about animal disease outbreaks [30]. Summary by Sections Industry Dynamics - The agricultural sector index increased by 0.3%, outperforming the market [13]. - Key stocks such as Zhengbang Technology, Biological Shares, and Luoniushan saw significant gains of 19%, 17%, and 14% respectively [18]. Livestock Industry - In November, the number of pigs marketed decreased by 5.5% month-on-month, with a year-on-year increase of 16.7% [30]. - Prices for live pigs increased by 2.1% week-on-week, while the average weight of marketed pigs decreased by 0.2% [30]. - The utilization rate of fattening barns in 17 provinces dropped by 6.5 percentage points [30]. Poultry Industry - Prices for chicken chicks and broilers increased by 1.4% and 0.8% respectively, amid ongoing global avian influenza outbreaks [37][38]. - The price of chicken products rose by 0.6%, driven by supply constraints and increased export orders [37]. Pet Food Industry - Online sales of pet food reached 8.45 billion yuan, with significant growth from brands like Maifudi and Fresh Lang, which saw increases of 36% and 112.6% respectively [34]. - Chewy reported a 30.9% increase in EBITDA, with active customer numbers growing by 4.9% [35]. Feed Industry - Feed raw material prices showed mixed trends, with soybean meal prices increasing by 1.5% while corn prices slightly decreased [41]. - The price of South American white shrimp increased by 4.3% week-on-week [41]. Animal Health - The veterinary drug price index decreased by 0.2%, with a year-on-year increase of 2.4% [43]. - Merck's imported pet antibiotics were launched on JD Health, marking a significant development in the pet healthcare sector [43].

Investment Rating - The report maintains a "Positive" investment rating for the agriculture industry [5] Core Insights - The report highlights the ongoing capacity reduction in the pig farming sector, driven by recent policies and market conditions, which is expected to enhance long-term performance in the sector [3][9] - The report identifies several investment opportunities across different segments of the agriculture industry, including pig farming, feed, planting, and pet food sectors [3][43] Summary by Sections Pig Farming Sector - The pig farming industry is experiencing accelerated capacity reduction, with current pig prices and expectations both weak, leading to a significant decline in profitability [9] - In November, 14 listed pig companies collectively slaughtered 16.82 million pigs, a decrease of 2.21% month-on-month but an increase of 22.48% year-on-year [13] - The average selling price of pigs showed a slight recovery, with prices ranging from 11.1 to 12.53 yuan/kg, although still down approximately 30% year-on-year [15] Feed Sector - The report notes that raw material prices for feed are stabilizing at the bottom, with corn prices slightly down and soybean meal prices up [28] - As of December 12, corn prices averaged 2,356.67 yuan/ton, down 0.08%, while soybean meal prices rose by 1.54% to 3,159.43 yuan/ton [28] Planting Sector - The report indicates a confirmed upward trend in grain prices, suggesting favorable fundamentals for planting and seed industries, with significant investment opportunities [3][43] Pet Food Sector - The pet food industry is in a growth phase, with increasing domestic brand recognition and continuous growth among leading companies [3][43]

12月12日，隆平高科大宗交易成交100万股，成交额934万元，占当日总成交额的9.14%，成交价9.34 元，较市场收盘价9.46元折价1.27%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-12-12 | 000998 | 隆平高科 | 9.34 | 100.00 | 934.00 中信证券股份有限 | 中信建投证券股份 | | | | | | | 公司北京总部证券 | 有限公司长沙金星 | | | | | | | 营业部 | 中路证券营业部 | ...

Core Insights - The report highlights a focus on investment opportunities in various sectors, particularly in the context of market fluctuations and sector performance [1][2][3] Stock Recommendations - The report lists a selection of stocks recommended for December, including Poly Real Estate Group (0119.HK), Jitu Express (1519.HK), and Wanhua Chemical (600309.SH) among others [1] Market Index Performance - The report provides closing prices and percentage changes for major market indices, indicating a downward trend with the Shanghai Composite Index at 3873.32 (-0.70%) and the Shenzhen Component Index at 13147.39 (-1.27%) [1] Industry Performance - The report details the performance of various industries, with banking showing a slight increase of 0.17%, while sectors like real estate and food & beverage experienced declines of -3.06% and -0.42% respectively [2] Silver Market Insights - The report discusses the recent surge in silver prices, which have increased over 100% this year, with a notable breakout above $60 per ounce, driven by strong industrial demand and supply shortages [6][7] - It emphasizes the shift in silver's investment narrative, moving away from being viewed merely as a gold substitute to a standalone asset with unique value propositions [6][7] Fund Management Regulations - The report outlines new performance evaluation guidelines for fund management companies, emphasizing long-term performance metrics and aligning compensation with investor interests, which is expected to enhance the industry's overall health [11][12][13] - It suggests that these changes will lead to a more stable influx of long-term capital into the market, benefiting both the fund management sector and the broader capital market [14][15] Agricultural Sector Insights - The report highlights Longping High-Tech (隆平高科) as a leading player in the seed industry, showcasing its robust product portfolio and resilience in performance despite industry challenges [22][24] - It notes the company's strategic advantages in transgenic crops and its strong market position, projecting continued growth in revenue and profitability over the coming years [25][26]

湖南启元律师事务所 关于 袁隆平农业高科技股份有限公司 湖南省长沙市芙蓉区建湘路 393 号世茂环球金融中心63层 410000 电话：（0731）82953-778 传真：（0731）82953-779 网站：www.qiyuan.com 二〇二五年十二月 致：袁隆平农业高科技股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共 和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》（以下简称 "《股东会规则》"）、《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》（以下简称"《规范运作指引》"）等我国现行法律、法规、规范性文 件以及《袁隆平农业高科技股份有限公司章程》（以下简称"《公司章程》"）的 规定，湖南启元律师事务所（以下简称"本所"）接受袁隆平农业高科技股份有限公 司（以下简称"公司"）的委托，指派本所律师出席了公司2025年第四次（临时）股 东大会（以下简称"本次股东大会"），对本次股东大会的召集和召开程序、召集 人及出席会议人员的资格、表决程序和表决结果的合法有效性进行现场律师见证， 并发表本法律意见书。 关于本法律意见书，本所及本所律 ...

证券代码：000998 证券简称：隆平高科 公告编号：2025-81 袁隆平农业高科技股份有限公司 2025 年第四次（临时）股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或者重大遗漏。 一、重要内容提示 （一）本次股东大会没有出现否决议案的情形。 （二）本次股东大会无涉及变更以往股东大会决议的情形。 二、会议召开和出席情况 （一）会议召开时间 现场会议召开时间为：2025年12月11日（星期四）下午15:00。 网络投票时间为：2025年12月11日，其中，通过深圳证券交易所交易系统进行网络 投票的具体时间为：2025年12月11日上午9:15-9:25，9:30-11:30，下午13:00-15:00；通过 深圳证券交易所互联网投票系统投票的具体时间为：2025年12月11日9:15至15:00期间的 任意时间。 （二）现场会议召开地点：湖南省长沙市芙蓉区合平路638号1楼会议室。 （三）会议的召开方式：采用现场投票与网络投票相结合的方式。 （四）会议召集人：公司董事会。 （五）现场会议主持人：董事张林先生（董事长刘志勇先生因公务原因未出席会议， 由 ...

12月11日，隆平高科大宗交易成交100万股，成交额937万元，占当日总成交额的8.33%，成交价9.37 元，较市场收盘价9.49元折价1.26%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-12-11 | 000998 | 隆平高科 | 9.37 | 100.00 | 937.00 中信证券股份有限 | | 中信建投证券股份 | | | | | | | | 公司北京总部证券 | 有限公司长沙金星 | | | | | | | | 营业部 | 中路证券营业部 | ...