销量方面，11月份家禽饲养加工板块鸡肉销售数量为13.73万吨，较去年同期增长10.35%，较上月环比 增长3.88%；深加工肉制品板块产品销售数量为5.24万吨，较去年同期增长50.58%，较上月环比增长 6.34%。 二、说明 11月份以来，面对因季节性因素带来的保温费用等成本上升，公司通过精细化运营与动态成本管控，有 效实现了整体成本的良好控制。在此背景下，公司11月的单吨盈利水平依然保持稳定，2025年1-11月综 合造肉成本同比实现下降，整体盈利基础得到进一步夯实。 证券代码：002299 证券简称：圣农发展 公告编号：2025-076 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、误导性陈述或者重大遗 漏。 一、2025年11月份销售情况 福建圣农发展股份有限公司（以下简称"公司"）2025年11月实现销售收入18.10亿元，较去年同期增长 15.77%，较上月环比增长2.89%。其中，家禽饲养加工板块鸡肉销售收入为12.69亿元，较去年同期增长 4.64%，较上月环比增长1.36%；深加工肉制品板块销售收入为9.77亿元，较去年同期增长49.26%，较上 月环比增长5.66 ...

Group 1 - Guizhou Moutai announced a mid-term profit distribution plan for 2025, with a total cash dividend of 300.01 billion yuan, distributing 23.957 yuan per share [1] - CATL plans to register and issue bonds not exceeding 10 billion yuan, with a maturity of up to 5 years, primarily for project construction and working capital [2] - Yonghui Supermarket disclosed a risk warning regarding its stock, indicating potential overheating market sentiment and high speculation risks due to significant price increases [3] Group 2 - Yuntianhua intends to acquire 100% equity of Tianyao Chemical for 36.8858 million yuan, enhancing its fine phosphorus chemical product synergy and market competitiveness [4] - Muxi Co. reported that online investors abandoned the subscription of 20,349 shares, with a total value of approximately 212.97 million yuan [5] - Ningbo Huaxiang plans to acquire 40% equity of Fengmei Power, promoting its transformation in the new energy battery and intelligent chassis sectors [6] Group 3 - Wuhan Tianyuan's subsidiary plans to invest approximately 600 million yuan in two energy storage projects [7] - Wanshun New Materials' subsidiary intends to acquire 100% equity of Eurofoil Luxembourg for 12.3889 million euros, enhancing its market presence in the aluminum foil and sheet industry [9] - Medike plans to introduce strategic investors for its subsidiary, raising 200 million yuan for business expansion [10] Group 4 - Century Huatong's subsidiary holds 7.3121% of Guosheng Capital, which owns 1,958,887 shares of Moer Thread, potentially impacting the company's net profit significantly [11] - Dingyang Technology launched the SPB3000X series of simulators, aiming for large-scale sales while facing market promotion challenges [12] - Baiyun Airport reported a passenger throughput of 7.3228 million in November, a year-on-year increase of 12.58% [13] Group 5 - ST Yigou's subsidiary sold eight subsidiaries, expecting to increase net profit by approximately 992 million yuan [14] - Shennong Development reported a sales revenue of 1.81 billion yuan in November, a year-on-year increase of 15.77% [15][16] - Minhe's sales revenue from broiler chicks increased by 7.75% month-on-month, despite a year-on-year decline [17] Group 6 - Xiaoming's sales revenue from chicken products decreased by 49.73% year-on-year, influenced by market supply and demand dynamics [18] - Hefei China reported a consolidated revenue of 628 million yuan from January to November, a year-on-year decline of 26.02% [19] - Xiantan's chicken product sales revenue increased by 11.63% year-on-year, supported by ongoing project developments [20] Group 7 - Tian Nai Technology's major shareholders plan to reduce their holdings by up to 2.5% [21] - Xingyu Co. intends to repurchase shares worth 200 to 300 million yuan for employee stock ownership plans [22] - Baiao Chemical adjusted its share repurchase price ceiling to not exceed 48.95 yuan per share [23] Group 8 - Jicheng Electronics won contracts totaling approximately 215 million yuan from the State Grid [25] - Ruikemi received a development notice from a well-known flying car company for core component supply [26]

Group 1 - Jicheng Electronics won a total of 15 bids from the State Grid Corporation, with a total bid amount of approximately 215 million yuan, accounting for 8.27% of the company's projected revenue for 2024 [2] - Jianmin Group's chemical generic drug, Ambrutoro Oral Solution, has been approved for market launch by the National Medical Products Administration, aimed at treating cough and wheezing caused by chronic bronchitis and emphysema [3] - Taiji Industry's subsidiary plans to transfer accounts receivable not exceeding 85 million USD to optimize cash flow, with an expected service fee of approximately 285,000 USD [4] Group 2 - Nanjing Pharmaceutical's subsidiary plans to invest 398 million yuan in a modern pharmaceutical logistics expansion project, with a construction period of approximately 35 months [5] - Ruili Kemi received a development notification from a well-known domestic flying car company to supply core components [6] - Ding Tong Technology announced that several executives plan to reduce their holdings by a total of no more than 45,300 shares, representing about 0.032% of the total share capital [7][8] Group 3 - Ninghu Expressway's subsidiary plans to invest no more than 9.033 billion yuan in the construction of the Nanyang Yangtze River Bridge South Connection Project [10] - Wuliangye announced a mid-term profit distribution plan for 2025, proposing a cash dividend of 25.78 yuan per 10 shares, totaling approximately 10 billion yuan [12] - Beixin Road and Bridge's subsidiary won a bid for a project worth 180 million yuan [14] Group 4 - Minhe Livestock reported a 7.75% month-on-month increase in sales revenue from commodity chick sales in November [15] - Xuelong Group plans to invest 100 million yuan to establish a wholly-owned subsidiary for vertical integration in the aluminum and magnesium technology sector [16] - Shengnong Development reported a 15.77% year-on-year increase in sales revenue in November, with significant growth in both poultry and processed meat products [17] Group 5 - Xingyu Co., Ltd. plans to repurchase shares worth 200 million to 300 million yuan for employee stock ownership plans [18] - Quan Chai Power intends to use 50 million yuan of idle funds to purchase structured deposit products [19] - Shibei High-tech appointed Zhao Junhong as the new deputy general manager [20] Group 6 - Fuan Pharmaceutical's subsidiary received a drug registration certificate for injectable isavuconazole, expanding its anti-infection product line [21] - Xiaoming Co. reported a 49.73% year-on-year decline in chicken product sales revenue in November [22] - Baiao Chemical adjusted its share repurchase price ceiling to no more than 48.95 yuan per share [23] Group 7 - Hefei China reported a 26.02% year-on-year decline in consolidated revenue for the first 11 months [24] - Laimei Pharmaceutical's subsidiary received medical device registration certificates for two endoscope products [25][26] - Xiantan Co. reported an 11.63% year-on-year increase in chicken product sales revenue in November [27] Group 8 - Qilin Security received government subsidies totaling 5.4014 million yuan [28] - Blue Sky Gas's controlling shareholder's 30.9134 million shares were judicially frozen, accounting for 4.33% of the total share capital [29] - Tieke Railway signed a contract for high-speed railway fasteners worth 654 million yuan, accounting for 41.08% of the company's projected revenue for 2024 [30] Group 9 - David Medical's electric surgical table received a medical device registration certificate [31] - Zhendong Pharmaceutical's affiliate's core product new drug application was accepted by the CDE [32] - Shanghai Pharmaceutical's apple acid sitagliptin tablet application for market approval was granted by the National Medical Products Administration [33] Group 10 - Nanjiao Food reported a 1.14% year-on-year increase in consolidated revenue for November [34]

Core Viewpoint - The company reported a significant increase in sales revenue and product sales volume for November 2025, indicating strong growth in both the poultry and processed meat sectors [1] Group 1: Sales Revenue - In November 2025, the company achieved a sales revenue of 1.81 billion yuan, representing a year-on-year increase of 15.77% and a month-on-month increase of 2.89% [1] Group 2: Poultry Sales Volume - The sales volume of chicken in the poultry breeding and processing segment reached 137,300 tons in November, which is a year-on-year increase of 10.35% and a month-on-month increase of 3.88% [1] Group 3: Processed Meat Products - The sales volume of products in the deep-processed meat segment was 52,400 tons in November, showing a remarkable year-on-year increase of 50.58% and a month-on-month increase of 6.34% [1]

一、2025 年 11 月份销售情况 福建圣农发展股份有限公司（以下简称"公司"）2025 年 11 月实现销售收 入 18.10 亿元，较去年同期增长 15.77%，较上月环比增长 2.89%。其中，家禽饲 养加工板块鸡肉销售收入为 12.69 亿元，较去年同期增长 4.64%，较上月环比增 长 1.36%；深加工肉制品板块销售收入为 9.77 亿元，较去年同期增长 49.26%， 较上月环比增长 5.66%。 销量方面，11 月份家禽饲养加工板块鸡肉销售数量为 13.73 万吨，较去年 同期增长 10.35%，较上月环比增长 3.88%；深加工肉制品板块产品销售数量为 5.24 万吨，较去年同期增长 50.58%，较上月环比增长 6.34%。 二、说明 证券代码：002299 证券简称：圣农发展 公告编号：2025-076 福建圣农发展股份有限公司 2025 年 11 月份销售情况简报 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、误导性 陈述或者重大遗漏。 董 事 会 二〇二五年十二月十一日 三、特别提示 1、家禽饲养加工板块鸡肉销售收入及销售数量为抵消前数据。 2、上述财务数据均 ...

Core Viewpoint - The company reported a significant increase in sales revenue for November 2025, indicating strong performance in both poultry and processed meat segments [1] Group 1: Sales Revenue - In November 2025, the company achieved a sales revenue of 1.81 billion yuan, representing a year-on-year growth of 15.77% and a month-on-month increase of 2.89% [1] - The poultry farming and processing segment generated sales revenue of 1.27 billion yuan, up 4.64% year-on-year and 1.36% month-on-month [1] - The processed meat products segment reported sales revenue of 977 million yuan, showing a substantial year-on-year growth of 49.26% and a month-on-month increase of 5.66% [1] Group 2: Sales Volume - The sales volume for the poultry farming and processing segment reached 137,300 tons in November, reflecting a year-on-year increase of 10.35% and a month-on-month rise of 3.88% [1] - The processed meat products segment sold 52,400 tons, which is a remarkable year-on-year growth of 50.58% and a month-on-month increase of 6.34% [1]

Core Viewpoint - The company, Shengnong Development, reported a sales revenue of 1.81 billion yuan for November 2025, marking a year-on-year increase of 15.77% and a month-on-month increase of 2.89% [1] Group 1: Sales Revenue - The poultry farming and processing segment generated chicken sales revenue of 1.27 billion yuan, reflecting a year-on-year increase of 4.64% and a month-on-month increase of 1.36% [1] - The deep-processed meat products segment achieved sales revenue of 977 million yuan, showing a significant year-on-year increase of 49.26% and a month-on-month increase of 5.66% [1] Group 2: Sales Volume - In November, the poultry farming and processing segment sold 137,300 tons of chicken, which is a year-on-year increase of 10.35% and a month-on-month increase of 3.88% [1] - The deep-processed meat products segment sold 52,400 tons, representing a substantial year-on-year increase of 50.58% and a month-on-month increase of 6.34% [1]

圣农发展公告称，2025年11月公司实现销售收入18.10亿元，同比增长15.77%，环比增长2.89%。其中， 家禽饲养加工板块鸡肉销售收入12.69亿元，同比增长4.64%，环比增长1.36%，销量13.73万吨，同比增 长10.35%，环比增长3.88%；深加工肉制品板块销售收入9.77亿元，同比增长49.26%，环比增长 5.66%，销量5.24万吨，同比增长50.58%，环比增长6.34%。11月公司单吨盈利稳定，1-11月综合造肉成 本同比下降。上述数据未经审计。 ...

格隆汇12月10日丨圣农发展(002299.SZ)在投资者互动平台表示，公司目前暂未开展向台湾省出口熟食 的业务。 ...

Core Viewpoint - The agricultural, animal husbandry, and fishery sector is experiencing a rise, with the only agricultural ETF (159275) increasing by 0.93% as of the report time, driven by significant gains in individual stocks within the sector [1][3]. Group 1: Market Performance - The agricultural ETF (159275) has shown a price increase of 0.93%, with a trading price of 0.981 [2]. - Key stocks in the sector include Shennong Seed Industry, which hit the daily limit with a 20% increase, and other notable performers like Tianma Technology and Hainan Rubber, which rose by over 7% and 5% respectively [1][3]. Group 2: Industry Trends - The average price of market pigs has been declining since early November, with a reported price of 11.11 CNY/kg as of December 5, reflecting a 0.18% week-on-week decrease [2][3]. - The Ministry of Agriculture and Rural Affairs has announced measures to strengthen the regulation of pig production capacity and adjust the target for the normal retention of breeding sows [3]. Group 3: Valuation and Investment Opportunities - The current valuation of the agricultural and fishery sector is considered low, with the market's highest "pig-related" ETF showing a price-to-book ratio of 2.48, which is at the 21.48% percentile of the last decade [3]. - Analysts suggest that the ongoing reduction in production capacity within the pig farming industry may lead to an upward adjustment in pig prices in the medium to long term, with a focus on improving quality and efficiency [3][4].