证券代码：002157 证券简称：正邦科技 公告编号：2025—065 江西正邦科技股份有限公司 关于下属子公司重整计划获得法院裁定批准的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 《关于法院裁定受理下属子公司重整及指定管理人的公告》（公告编号： 2025-053）。 2025 年 9 月 5 日，管理人发布《辽宁朝阳正邦生态农业有限公司重整案债 权申报通知》（（2025）朝阳正邦破管函字第 1 号），通知债权人于 2025 年 10 月 8 日 17:00 时前向管理人进行债权申报，并于 2025 年 10 月 10 日上午 9 时 00 分召开第一次债权人会议。具体内容详见公司于 2025 年 9 月 9 日在指定信息披 露媒体上发布的《关于下属子公司重整启动债权申报及召开第一次债权人会议的 公告》（公告编号：2025-054）。 2025 年 9 月 23 日，朝阳正邦收到朝阳中院出具的《决定书》，准许朝阳正 邦在管理人的监督下自行管理财产和营业事务。具体内容详见公司于 2025 年 9 月 25 日在指定信息披露媒体上发布的《关于法院准许下属 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002157 证券简称：正邦科技 公告编号：2025一063 江西正邦科技股份有限公司 关于下属子公司重整第一次债权人会议表决结果的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 1、《重整计划(草案)》表决情况 2025年7月25日，辽宁朝阳正邦生态农业有限公司（以下简称"朝阳正邦"）收到辽宁省朝阳市中级人民 法院（以下简称"朝阳中院"）送达的《决定书》（（2025）辽13破申8号之二），裁定受理债权人张秀 春对朝阳正邦的预重整申请。申请人张秀春以朝阳正邦不能清偿到期债务且明显缺乏清偿能力，但通过 重整盘活，仍可继续运营产生收益，具有极高的重整价值为由，向朝阳中院提出对朝阳正邦进行预重整 的申请。具体内容详见公司于2025年7月29日在指定信息披露媒体上发布的《关于法院裁定受理下属子 公司预重整并指定临时管理人的公告》（公告编号：2025-041）。 2025年9月4日，朝阳正邦收到朝阳中院送达的《民事裁定书》（（2025）辽13破申8号）及《决定书》 （（2025）辽13破6号），朝阳中院裁 ...

证券代码：002157 证券简称：正邦科技 公告编号：2025—063 江西正邦科技股份有限公司 关于下属子公司重整第一次债权人会议表决结果的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 2025 年 7 月 25 日，辽宁朝阳正邦生态农业有限公司（以下简称"朝阳正邦"） 收到辽宁省朝阳市中级人民法院（以下简称"朝阳中院"）送达的《决定书》（（2025） 辽 13 破申 8 号之二），裁定受理债权人张秀春对朝阳正邦的预重整申请。申请 人张秀春以朝阳正邦不能清偿到期债务且明显缺乏清偿能力，但通过重整盘活， 仍可继续运营产生收益，具有极高的重整价值为由，向朝阳中院提出对朝阳正邦 进行预重整的申请。具体内容详见公司于 2025 年 7 月 29 日在指定信息披露媒体 上发布的《关于法院裁定受理下属子公司预重整并指定临时管理人的公告》（公 告编号：2025-041）。 2025 年 9 月 4 日，朝阳正邦收到朝阳中院送达的《民事裁定书》（（2025） 辽 13 破申 8 号）及《决定书》（（2025）辽 13 破 6 号），朝阳中院裁定受理张 秀春对朝阳正邦 ...

Core Insights - The aquaculture sector experienced a rise of 0.72% on October 10, with Lihua Co. leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Aquaculture Sector Performance - Lihua Co. (300761) closed at 22.95, up 3.52% with a trading volume of 161,900 shares and a transaction value of 368 million yuan [1] - Other notable performers included: - Luoniushan (000735) at 6.49, up 3.34% [1] - Xiaoming Co. (300967) at 22.43, up 2.28% [1] - Minhe Co. (002234) at 8.57, up 2.15% [1] - The overall trading volume and transaction values for various stocks in the aquaculture sector were significant, indicating active market participation [1] Capital Flow Analysis - The aquaculture sector saw a net inflow of 134 million yuan from institutional investors, while retail investors experienced a net outflow of 1.31 billion yuan [2] - The main stocks with significant capital flow included: - Muyuan Foods (002714) with a net inflow of 199 million yuan from institutional investors [3] - Wens Foodstuff Group (300498) with a net inflow of 15.53 million yuan from institutional investors [3] - Retail investors showed a negative trend in net inflows across several stocks, indicating a cautious sentiment among smaller investors [2][3]

Core Viewpoint - The company, Jiangxi Zhengbang Technology Co., Ltd., reported significant increases in pig sales and revenue for September 2025, indicating a recovery in its business operations [1][4][5]. Group 1: Sales Performance - In September 2025, the company sold 790,700 pigs, which includes 461,600 piglets and 329,100 market pigs, representing a month-on-month increase of 18.07% and a year-on-year increase of 107.64% [1]. - The sales revenue for September 2025 reached 683 million yuan, showing a month-on-month increase of 6.88% and a year-on-year increase of 33.35% [1]. - For the period from January to September 2025, the cumulative sales of pigs amounted to 5,732,100, reflecting a year-on-year increase of 131.43%, with total sales revenue of 6.141 billion yuan, up 98.52% year-on-year [2][5]. Group 2: Price Trends - The average selling price of market pigs (excluding piglets) in September 2025 was 12.75 yuan per kilogram, which represents a decrease of 7.33% compared to the previous month [2]. Group 3: Business Recovery - The substantial year-on-year growth in both sales volume and revenue is attributed to the gradual recovery of the company's business operations [4][5]. Group 4: Guarantee and Financial Support - The company approved a total guarantee limit of up to 2.1 billion yuan for its subsidiaries to ensure stable operations, with specific allocations based on the subsidiaries' debt-to-asset ratios [10]. - Additionally, the company agreed to provide guarantees of up to 1.6 billion yuan to support financing for its ecosystem partners, including quality breeding households and distributors [11]. - As of September 30, 2025, the total guarantee amount provided by the company and its subsidiaries was approximately 4.012 billion yuan, accounting for 21.12% of the audited total assets [12].

Core Viewpoint - The domestic pig prices have sharply declined, with futures contracts dropping nearly 6% to below 12,000 yuan per ton, attributed to a combination of reduced demand and increased supply pressure [2][3]. Group 1: Price Trends - The weighted price of October pig futures has already seen a monthly decline of 7.9%, following an 8.4% drop in September, marking the largest monthly decline since January [3]. - The sales data from listed pig companies indicate a significant increase in sales volume despite the drop in average selling prices, with companies like Wens Foodstuffs reporting a 32.46% year-on-year increase in sales [4]. Group 2: Supply and Demand Dynamics - There is a notable increase in the planned slaughter volume for October, with a 5.48% rise compared to September, indicating ongoing supply pressure [5][6]. - The market consensus suggests a phase of demand inertia decline post-holiday, with expectations of reduced consumer demand and limited new orders from major slaughterhouses [7]. Group 3: Market Sentiment - The overall market sentiment is pessimistic, with many institutions expressing a bearish outlook for pig prices over the next three months due to high levels of breeding sows and slow capacity reduction [8][9]. - The industry is experiencing a phase of losses, with companies focusing on cost-cutting and cash flow management, leading to a challenging environment for price recovery [8].

Core Insights - The company reported a significant increase in pig sales and revenue for September 2025, with total sales of 790,700 pigs, marking a 18.07% increase month-over-month and a 107.64% increase year-over-year [1] - The sales revenue for September 2025 reached 683 million yuan, reflecting a 6.88% increase from the previous month and a 33.35% increase compared to the same month last year [1] - The average selling price for commercial pigs (excluding piglets) was 12.75 yuan per kilogram, which represents a 7.33% decrease from the previous month [1] Sales Performance - Cumulative sales of pigs from January to September 2025 totaled 5,732,100, showing a year-over-year increase of 131.43% [1] - The cumulative sales revenue for the same period reached 6.141 billion yuan, which is a 98.52% increase compared to the previous year [1]

Core Insights - Zhengbang Technology (002157) reported a significant increase in pig sales and revenue for September 2025, with total sales of 790,700 pigs, marking a 18.07% increase month-over-month and a 107.64% increase year-over-year [1] - The company's sales revenue for the same month reached 683 million yuan, reflecting a 6.88% month-over-month increase and a 33.35% year-over-year increase [1] - The average selling price for commercial pigs (excluding piglets) was 12.75 yuan per kilogram, which represents a 7.33% decrease from the previous month [1] Sales Performance - For the period from January to September 2025, the company sold a total of 5,732,100 pigs, which is a 131.43% increase compared to the same period last year [1] - Cumulative sales revenue for the first nine months of 2025 reached 6.141 billion yuan, showing a 98.52% year-over-year increase [1]

证券代码：002157 证券简称：正邦科技 公告编号：2025—061 江西正邦科技股份有限公司 关于对外担保的进展公告 （一）江西正邦科技股份有限公司（以下简称"公司"或"正邦科技"）于 2024 年 12 月 11 日召开第八届董事会第四次临时会议，以 5 票同意、0 票反对、 0 票弃权，审议通过了《关于 2025 年度为子公司提供担保额度预计的议案》《关 于 2025 年度对外担保额度预计的议案》，内容包括： 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、担保情况概述 1、为保证公司及控股子公司日常生产经营持续、稳健发展，同意公司为合 并报表范围内子公司提供担保，新增担保额度总计不超过 21 亿元（该预计担保 额度可循环使用）；其中本公司或控股子公司为资产负债率 70%以上的控股子公 司担保的额度为 11 亿元；为资产负债率 70%以下的控股子公司担保的额度为 10 亿元。在全年预计担保总额范围内，各下属控股子公司的担保额度可以在同类担 保对象间调剂使用。以上担保范围包括但不限于公司及下属子公司向银行、类金 融机构及财务公司等机构申请综合授信业务 ...

证券代码：002157 证券简称：正邦科技 公告编号：2025—062 江西正邦科技股份有限公司 关于2025年9月份生猪销售情况简报 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 江西正邦科技股份有限公司（以下简称"公司"）的经营范围中包括生猪养殖 业务，现公司就每月生猪销售情况进行披露，具体内容如下： 一、2025年9月份生猪销售情况 二、原因说明 2025年9月，公司生猪销售数量和销售收入同比增幅较大主要是公司业务逐步 恢复所致。 2025年1-9月，公司累计生猪销售数量及销售收入同比上升较大主要是公司业 务逐步恢复所致。 三、风险提示 公司2025年9月销售生猪79.07万头（其中仔猪46.16万头，商品猪32.91万头）， 环比上升18.07%，同比上升107.64%；销售收入6.83亿元，环比上升6.88%，同比 上升33.35%。 商品猪（扣除仔猪后）销售均价12.75元/公斤，较上月下降7.33%。 2025年1-9月，公司累计销售生猪573.21万头，同比上升131.43%；累计销售 收入61.41亿元，同比上升98.52%。 上述数据均未 ...