Group 1 - The poultry concept sector experienced a decline of 3.89%, ranking among the top losers in the market, with notable declines in companies such as Xiaoming Co., Xiangjia Co., and Huaying Agriculture [1] - The top gaining sectors included automotive chips with a rise of 6.04%, while the top losing sectors included genetically modified crops down by 5.96% and corn down by 5.84% [1] - The poultry sector saw a net outflow of 656 million yuan from major funds, with 21 stocks experiencing outflows, and 8 stocks seeing outflows exceeding 30 million yuan [1] Group 2 - The stock with the highest net outflow was Juxing Agriculture, with a net outflow of 116 million yuan, followed by Wens Foodstuffs and Tiankang Biological with outflows of 111 million yuan and 55.98 million yuan respectively [1] - Other companies in the poultry sector that faced significant net outflows included Tangrenshen, Lihua Co., and Yisheng Co. [1][2] - On the contrary, Yike Food and Chunxue Food were among the few stocks that saw net inflows, with 2.23 million yuan and 14,100 yuan respectively [1]

这家白羽鸡巨头欲斥资11.26亿元发起并购，完善长三角市场布局。 近期，福建圣农发展股份有限公司（下称"圣农发展"，002299.SZ）发布公告称，公司拟以自有资金或合法自筹资金通过现金支付的方式， 收购德弘钰玺、Ancient Steel及廖俊杰持有的安徽太阳谷食品科技（集团）有限公司（下称"太阳谷"）54%股权，转让总价款为11.26亿元。本次 收购完成后，公司将持有太阳谷100%股权，太阳谷将纳入公司合并财务报表的合并范围，转让方将不再持有太阳谷的任何股权。 本次交易涉及关联交易，转让方三廖俊杰现任圣农发展的董事、副总经理兼董事会秘书职位。 制图：佘诗婕 "两步走" 这是圣农发展第二次出手收购太阳谷的股权。 2024年，圣农发展出资约3.16亿元受让太阳谷46%的股权。一年后，圣农发展拟以11.26亿元收购太阳谷剩余54%的股权，以实现全资控股。 对于分两次并购，圣农发展称，上市公司前期先投资参股标的公司，用以筛选、储备和孵化优质的并购标的，化解在投资控股前的培育风 险，待条件成熟后再将优质并购标的资产完整注入上市公司。 据圣农发展公告，自2023年下半年至今，太阳谷管理层通过实施产业赋能和精益化管理， ...

星标 ★ IPO日报 精彩文章第一时间推送 这家白羽鸡巨头欲斥资11.26亿元发起并购，完善长三角市场布局。 近期，福建圣农发展股份有限公司（下称"圣农发展"，002299.SZ）发布公告称，公司拟以自有资金或合法自筹资金通过现金支付的方式，收购德弘钰 玺、Ancient Steel及廖俊杰持有的安徽太阳谷食品科技（集团）有限公司（下称"太阳谷"）54%股权，转让总价款为11.26亿元。本次收购完成后，公司将 持有太阳谷100%股权，太阳谷将纳入公司合并财务报表的合并范围，转让方将不再持有太阳谷的任何股权。 本次交易涉及关联交易，转让方三廖俊杰现任圣农发展的董事、副总经理兼董事会秘书职位。 制图：佘诗婕 "两步走" 这是圣农发展第二次出手收购太阳谷的股权。 2024年，圣农发展出资约3.16亿元受让太阳谷46%的股权。一年后，圣农发展拟以11.26亿元收购太阳谷剩余54%的股权，以实现全资控股。 而对于并购太阳谷本身，圣农发展表示，为进一步整合现有资源，提升公司市场占有率与行业综合竞争力，稳固市场地位。 圣农发展表示，本次交易有 利于公司完善业务的区域布局，实现在长江三角洲区域布点，为公司实施产业链扩张创造有 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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、股票交易异常波动的具体情况 福建圣农发展股份有限公司（以下简称"公司"或"本公司"）股票（证券简称：圣农发展，证券代码： 002299）交易价格于2025年4月7日、4月8日连续两个交易日收盘价格涨幅偏离值累计超过20%，根据深 圳证券交易所的有关规定，属于股票交易异常波动的情况。 二、公司关注并核实相关情况的说明 针对公司股票异常波动，公司董事会对有关事项进行了核实，有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息； 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所股票上市规则》等有关规定应予以披露 而未披露的事项或与该事项有关的筹划、商谈、意向、协议等；董事会也未获悉本公司有根据《深圳证 券交易所股票上市规则》等有关规定应予以披露而未披露的、对本公司股票及其衍生品种交易价格产生 较大影响的信息；公司前期披 ...

福建圣农发展股份有限公司 关于公司股价异常波动的公告 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、股票交易异常波动的具体情况 证券代码：002299 证券简称：圣农发展 公告编号：2025-012 福建圣农发展股份有限公司（以下简称"公司"或"本公司"）股票（证券 简称：圣农发展，证券代码：002299）交易价格于 2025 年 4 月 7 日、4 月 8 日 连续两个交易日收盘价格涨幅偏离值累计超过 20%，根据深圳证券交易所的有关 规定，属于股票交易异常波动的情况。 二、公司关注并核实相关情况的说明 针对公司股票异常波动，公司董事会对有关事项进行了核实，有关情况说明 如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 3、公司目前经营情况正常，不存在内外部经营环境发生重大变化的情形； 4、公司、控股股东、实际控制人及其一致行动人不存在关于公司应披露而 未披露的重大事项或处于筹划阶段的重大事项； 5、公司控股股东、实际控制人及其一致行动人在公司股票交易异 ...

再度出手，圣农发展（002299）(002299.SZ)拟收购参股公司，进而全资控股。 日前，圣农发展发布公告，公司拟收购参股公司安徽太阳谷食品科技(集团)有限公司(以下简称"太阳 谷")54%股权。 长江商报记者发现，一年前，圣农发展董秘廖俊杰出资2063.40万元入股太阳谷，如今退出，一年时间 大赚4161.6万元。 标的公司估值一年增14亿 圣农发展大手笔收购资产进行产业布局。 根据最新公告，为进一步整合现有资源，提升公司市场占有率与行业综合竞争力，稳固市场地位，圣农 发展拟以自有资金或合法自筹资金通过现金支付的方式，向德弘钰玺(天津)股权投资合伙企业(有限合 伙)(简称"德弘钰玺")、Ancient Steel(HK)Limited(简称"Ancient Steel")、廖俊杰收购太阳谷54%股权。 太阳谷是圣农发展的参股公司，圣农发展持有其46%的股权。本次交易完成后，圣农发展将持有其 100%的股权。 这是圣农发展第二次对太阳谷出手。 2024年3月，圣农发展出资约3.16亿元受让太阳谷46%的股权。本次交易完成后，公司将持有太阳谷 100%股权。 本次交易价款约为11.26亿元，增值率173.4 ...

Macroeconomic Insights - China will impose a 34% tariff on all imports from the United States starting April 10, 2025, which is expected to significantly reduce agricultural imports from the U.S. [3] - In 2024, China imported agricultural products worth $24.9 billion from the U.S., with major imports including soybeans (22.1 million tons), sorghum (5.7 million tons), corn (2.1 million tons), and wheat (1.9 million tons) [3]. Agricultural Sector - The increase in tariffs is likely to enhance domestic grain prices and benefit the planting industry chain, emphasizing the need for self-sufficiency in grain production [3]. - The report highlights the importance of technological advancements in agriculture, particularly in genetically modified and gene-edited crops, which are expected to accelerate, benefiting seed companies with leading technology reserves [3]. - The report recommends focusing on companies that are actively expanding their domestic brands in the pet food sector, such as Guibao Pet and Zhongchong Co., which primarily generate revenue from domestic sales [4]. Livestock Industry - The report indicates that the pig farming sector is expected to see a significant improvement in profitability for the 2024 annual report and the first quarter of 2025, driven by favorable pig prices and reduced costs [5]. - The analysis of March's supply and demand dynamics in the pig farming industry shows a balanced market, but a potential downward trend in prices is anticipated if there is no support from state reserves [4][5]. Investment Recommendations - Recommended stocks in the poultry sector include Shengnong Development, Yisheng Shares, and Lihua Shares; for the post-cycle sector, recommended stocks are KQ Bio, Haida Group; in the pig farming sector, recommended stocks include Muyuan Foods, Wens Foodstuff Group, Tiankang Bio, and Shennong Group [7]. - In the seed industry, recommended stocks include Fengle Seed Industry, Quanyin High-Tech, Longping High-Tech, and Dabeinong [7]. - In the pet sector, recommended stocks are Guibao Pet, Zhongchong Co., and Ruipu Bio [7]. Chemical Industry - The report suggests that the imposition of a 34% tariff on U.S. imports will accelerate the domestic substitution process for chemical products, particularly in high-end markets [17]. - Beneficiary products include lubricant additives, nucleating agents, adsorption separation resins, and nano-silica, with specific companies recommended for investment [19]. Rare Earth Industry - The report maintains an "overweight" rating on the rare earth sector, anticipating that the recent tariffs will enhance China's strategic advantages in rare earth production and lead to price increases due to supply-demand mismatches [22]. - The export control measures on heavy rare earths are expected to stimulate overseas stockpiling, further driving up prices [23]. Insurance Sector - The insurance sector is projected to see stable growth in 2025, with a focus on improving asset-liability matching strategies [25]. - The report recommends increasing holdings in companies like China Pacific Insurance and New China Life Insurance, which are expected to benefit from improved investment returns and stable business strategies [40].

4月3日，圣农发展发布公告，公司已正式签署协议，以11.26亿元收购太阳谷54%股权。此次收购将以 现金支付方式完成交易，转让方包括德弘钰玺投资、Ancient Steel（HK）及廖俊杰，三者分别持有太 阳谷31.73%、19.27%及3%股权，对应转让价款为6.61亿元、4.02亿元和6255万元。 圣农发展对太阳谷的收购始于2023年，当年11月，圣农发展及公司董事、副总经理廖俊杰以约2.5亿元 受让太阳谷46%股权，并投资0.67亿元可转股债权，初步实现参股。本次，圣农发展进一步收购，将持 有太阳谷100%股权，实现全资控股，太阳谷也将纳入圣农发展合并财务报表范围。值得注意的是，由 于廖俊杰作为圣农发展关联自然人，此次交易构成关联交易。 资料显示，太阳谷成立于2023年6月，旗下拥有三家全资子公司，覆盖饲料生产、种鸡繁育、肉鸡养殖 到食品深加工的全产业链，拥有6500万羽肉鸡及9万吨食品加工能力。其子公司位于长三角核心区域， 客户涵盖多家知名餐饮及供应链企业。 业绩方面，太阳谷2022及2023年分别亏损4.4亿元和3.8亿元，但2024年通过成本优化、产能提升及零售 渠道销量激增，实现业绩反转，净利 ...

Market News - The National Bureau of Statistics will release March CPI and PPI data on April 10, with February figures showing a month-on-month CPI decrease of 0.2% and a year-on-year decrease of 0.7%, while PPI decreased by 0.1% month-on-month and 2.2% year-on-year [2] - The People's Bank of China has 763.4 billion yuan in reverse repos and 150 billion yuan in treasury cash deposits maturing this week, with specific amounts maturing each day [3] - The U.S. will release March CPI data on April 10, which is expected to be a significant test for the dollar, as persistent inflation could support the dollar and raise concerns about further interest rate cuts by the Federal Reserve [4] Sector Events - The 10th China Science and Technology Finance Forum will be held in Beijing on April 7, focusing on summarizing reform achievements and innovative paths for the future of technology finance [6] - The 2025 Global 6G Technology and Industry Ecosystem Conference will take place in Nanjing from April 10 to 12, gathering global leaders in the 6G field to discuss innovation and future industry development [7] - The Ministry of Commerce has announced export controls on seven categories of medium and heavy rare earths, effective immediately, to safeguard national security and fulfill international obligations [8] - Amazon plans to launch its first batch of 27 satellites for its Project Kuiper on April 9, entering competition with SpaceX's Starlink [9] Company News - HeXin Instruments plans to acquire a 56% stake in Shanghai Liangxi Technology Co., Ltd. through a combination of share issuance and cash payment [11] - Shengnong Development intends to acquire a 54% stake in Anhui Sun Valley Food Technology Group for 1.126 billion yuan, enhancing its integrated industry chain [12] - Lier Chemical expects a net profit of 145 to 155 million yuan for Q1 2025, representing a year-on-year increase of 203.08% to 223.98% due to rising sales and prices [13] - Stone Technology reported a revenue of 11.945 billion yuan for 2024, a year-on-year increase of 38.03%, and a net profit of 1.977 billion yuan, a decrease of 3.64% [14] - Chengdi Xiangjiang announced a contract worth 4.452 billion yuan for a data center project with China Mobile, with a cooperation period of seven years plus an uncertain duration [15] Restricted Shares - This week, 24 companies in the A-share market will have a total of 1.735 billion shares released from restrictions, with a total market value of 35.015 billion yuan, an increase of 12.411 billion yuan week-on-week [17] New Stock Calendar - Two new stocks are set to be issued this week, with a total of approximately 42.6 million shares and expected fundraising of 1.161 billion yuan [21] Market Outlook - Dongfang Securities suggests the market may see a turning point post-holiday, with potential for a rebound as policy benefits are released in Q2 [24] - Founder Securities believes A-shares may perform better than global markets due to positive macro policies and recovering domestic demand [25] - Dongguan Securities anticipates a range-bound market in the short term due to global volatility and upcoming earnings reports [26] - Guojin Securities recommends a shift in investment strategy towards large-cap value stocks, focusing on "profit bottom" logic in the upcoming quarter [27]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002299 证券简称：圣农发展 公告编号：2025-011 福建圣农发展股份有限公司 关于公司拟收购安徽太阳谷食品科技 （集团）有限公司 重要内容提示： ● 为进一步整合福建圣农发展股份有限公司（以下简称"公司"、"圣农"或"受让方"）现有资源，提升公 司市场占有率与行业综合竞争力，稳固市场地位，公司拟以自有资金或合法自筹资金通过现金支付的方 式，收购德弘钰玺（天津）股权投资合伙企业（有限合伙）（以下简称"德弘钰玺"或"转让方一"）、 Ancient Steel (HK) Limited（以下简称"Ancient Steel"或"转让方二"）、廖俊杰先生（以下简称"廖俊杰先 生"或"转让方三"，与转让方一、转让方二合称为"转让方"）持有的安徽太阳谷食品科技（集团）有限 公司（以下简称"太阳谷"或"标的公司"）合计54%股权（以下简称"本次交易"、"本次股权转让"或"本次 收购"）。本次收购完成后，公司将持有太阳谷100%股权，太阳谷将纳入公司合并财务报表的合并范 围，转让方将不再持有太阳谷的任何股权。 ● 公司已于2024年12月20日披露《福建圣 ...