| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 盐湖提锂 | 3.30 | 动物疫苗 | -0.96 | | 稀土永磁 | 3.15 | 禽流感 | -0.90 | | 丙烯酸 | 2.35 | 低辐射玻璃(Low-E) | -0.89 | | 金属钴 | 2.29 | 电子竞技 | -0.86 | | 金属回收 | 2.08 | 同花顺果指数 | -0.80 | | 金属铜 | 1.97 | 数字水印 | -0.76 | | 金属锌 | 1.84 | 乳业 | -0.76 | | 小金属概念 | 1.81 | 共封装光学(CPO) | -0.74 | | 金属铅 | 1.73 | 网络游戏 | -0.72 | | 钛白粉概念 | 1.70 | 手机游戏 | -0.69 | 资金面上看，今日动物疫苗概念板块获主力资金净流出2.18亿元，其中，12股获主力资金净流出，6股 主力资金净流出超千万元，净流出资金居首的是生物股份，今日主力资金净流出1.28亿元，净流出资金 居前的还有贤丰控股、金河生物、中牧股份等，主力资金分别净流出4198. ...

【SynBioCon】 获 悉，7月9日，在农业农村部科技司指导下，北京大北农科技集团股份有限公司牵头组建的 农业生物制造——饲料创新联合体 在北京 市大北农凤凰国际创新园正式成立。 加快构建龙头企业牵头、高校院所支撑、各创新主体相互协同的创新联合体，是推动科技创新和产业创新深度融合的重要抓手。农业生物制造——饲料创 新联合体由上下游紧密合作的高校院所和企业构成，将通过合成生物技术创制微生物细胞工厂，创制优质环保、营养健康的生物饲料产品，以期引领产出 高效、资源节约、生态安全的养殖生产体系，推动我国生物饲料产业高质量发展。 成立大会后，中国农村技术开发中心组织创新联合体发起单位召开了第一次工作会。 北京大北农科技集团股份有限公司、北京化工大学、中国农业科学院 北京畜牧兽医研究所、中国科学院天津工业生物技术研究所、安琪酵母股份有限公司、梅花生物科技集团股份有限公司、安徽华恒生物科技股份有限公 司、浙江新和成股份有限公司、武汉新华扬生物股份有限公司、甘肃大北农生物工程有限公司等10家发起单位 参加工作会，讨论商定了联合体攻关任务及 分工安排。中国农业银行作为金融服务机构参加了本次大会。 ▌参考信息：本文部分素材来 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002385 证券简称：大北农 公告编号：2025-062 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、误导性陈述或重大遗 漏。一、本期业绩预计情况 1、业绩预告期间：2025年1月1日-2025年6月30日 2、业绩预告情况：预计净利润扭亏为盈 四、风险提示 1、公司本次业绩预告相关财务数据是公司财务部门初步测算的结果，未经会计师事务所审计，最终数 据将在公司2025年半年度报告中详细披露。 2、公司将严格依照有关法律法规的规定和要求，及时做好信息披露工作，敬请投资者注意投资风险。 本次业绩预告相关财务数据是公司财务部门初步测算的结果，未经会计师事务所审计。 三、业绩变动原因说明 2025年上半年种子业务方面，报告期内种子产品销量相比上年同期增长幅度较大，其中水稻种子销量同 比增长超一倍，玉米种子销量同比增长超三倍。同时种子业务收入和利润较上年同期也均有明显的增 长。 公司饲料方面，报告期内饲料产品销量相比上年同期实现了增长，同时公司强化经营管理，提升运营效 率，期间费用较去年同期呈现下降趋势。 养猪业务方面，报告期内公 ...

证券代码：002385 证券简称：大北农 公告编号：2025-062 北京大北农科技集团股份有限公司 2025年半年度业绩预告 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、误导性陈述或重大遗漏。 一、本期业绩预计情况 公司饲料方面，报告期内饲料产品销量相比上年同期实现了增长，同时公司 强化经营管理，提升运营效率，期间费用较去年同期呈现下降趋势。 养猪业务方面，报告期内公司控股及参股公司生猪共计出栏 383.47 万头， 相比上年同期增长了 34.64%；并且公司不断改进生产指标，提高生猪养殖能力， 1、业绩预告期间：2025 年 1 月 1 日-2025 年 6 月 30 日 2、业绩预告情况：预计净利润扭亏为盈 | 项目 | 本报告期 | | | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东 的净利润 | 盈利：19,000 | | 万元– | 25,000 | 万元 | 亏损：15,590.36 | 万元 | | 扣除非经常性损益后 的净利润 | 盈利：14,000 | | ...

证券研究报告 | 行业简评报告 2025 年 07 月 13 日 全球玉米及小麦需求缺口持续扩大，大豆供应宽松 USDA 月度供需报告点评 202507 消费品/农林牧渔 事件： 美国农业部发布 7 月份农产品供需报告。 评论： 1、玉米：全球需求向好，产需缺口较前值扩大 北美玉米产量下修不改全球丰产预期，新季玉米缺口扩大。本月 USDA 报告下 修 2025/26 年全球玉米产量预期约 232 万吨至 12.64 亿吨，较上年度增加 3.1%， 较前值收窄约 0.18pct。加拿大和墨西哥产量增加被美国产量下降所抵消——基 于种植面积增加，本月报告上修 25/26 年加拿大玉米产量约 30 万吨至 1500 万 吨，较上年度下滑约 0.23pct；本月报告上修 25/26 年墨西哥玉米产量约 30 万 吨至 2480 万吨，较上年度增加约 7.4pct。基于美国玉米种植面积下降，本月报 告下调 25/26 年美国玉米产量约 292 万吨至 3.99 亿吨，较上年度增加约 5.64%。 需求方面，饲用需求及总需求较前值均略有下修，预计 2025/26 年全球玉米总 需求将达到创纪录的 12.76 亿吨，对应产 ...

Group 1 - The core index of the CSI Hong Kong-Shanghai-Shenzhen Connect Small Cap Consumer Index reported at 5488.14 points, showing a decline of 1.54% over the past month, an increase of 2.05% over the past three months, and a year-to-date increase of 3.77% [1] - The CSI Hong Kong-Shanghai-Shenzhen industry index series categorizes the CSI 500, CSI Hong Kong-Shanghai-Shenzhen Connect Small Cap Composite, and CSI Hong Kong-Shanghai-Shenzhen Connect Composite Index into 11 industries to reflect the overall performance of different industry companies [1] - The top ten holdings of the CSI Hong Kong-Shanghai-Shenzhen Connect Small Cap Consumer Index include Meihua Biological (2.53%), Zhengbang Technology (2.43%), Yanjing Beer (2.2%), Anjii Food (1.83%), Maogeping (1.79%), Hengan International (1.76%), Dabeinong (1.66%), Dekang Animal Husbandry (1.64%), First Pacific (1.57%), and Bairun Co. (1.55%) [1] Group 2 - The market share of the CSI Hong Kong-Shanghai-Shenzhen Connect Small Cap Consumer Index holdings is 41.28% from Shanghai Stock Exchange, 41.17% from Shenzhen Stock Exchange, and 17.55% from Hong Kong Stock Exchange [2] - The industry composition of the CSI Hong Kong-Shanghai-Shenzhen Connect Small Cap Consumer Index holdings shows that food accounts for 32.70%, breeding for 20.94%, liquor for 17.06%, planting for 8.99%, beauty care for 6.79%, soft drinks for 6.78%, and household goods for 6.75% [2] - The index sample is adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December each year [2]

Core Viewpoint - The report outlines the corporate social responsibility (CSR) initiatives and achievements of Beijing Dabeinong Technology Group Co., Ltd. (DBN Group), emphasizing its commitment to environmental, social, and governance (ESG) practices while promoting agricultural innovation and development in China. ESG Management - DBN Group has established a three-level organizational structure for sustainability work, integrating ESG into business development and urging branches to fulfill ESG responsibilities [10][11][12] - The company focuses on improving resource utilization efficiency, reducing waste discharge, and promoting carbon emission reductions to minimize environmental impact [11][12] Company Profile - DBN Group, founded in 1993 by agricultural specialists, aims to strengthen agriculture and serve the country through innovation [7][9] - The company operates over 300 production bases and branches, with more than 10,000 primary-level technology promotion service stations nationwide [7][9] Key Achievements - As of the end of the reporting period, DBN Group owns 2 state key laboratories, 4 Enterprise Key Laboratories, and has been recognized as a national high-tech enterprise [7][9] - The company has made significant contributions to poverty alleviation, donating 5.35 million CNY to earthquake relief efforts [5][10] Financial Performance - In 2024, DBN Group reported revenues of 1.43 billion CNY from crop products, 19.05 billion CNY from feed products, and 6.28 billion CNY from pig farming, with year-on-year increases of 1.4% and 10.1% respectively [10][11] - The total energy consumption was reported at 75,436.45 tons of coal equivalent (tce), with greenhouse gas emissions of approximately 199,700 tons of CO2 equivalent (tCO2e) [10][11] Corporate Governance - DBN Group has implemented a governance structure that includes a Strategy and ESG Committee under the Board of Directors, ensuring compliance with laws and regulations [11][12] - The company emphasizes transparency and communication with stakeholders, actively responding to social concerns and participating in charity activities [11][12]

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、误导性陈述或重大遗漏。 特别提示： 北京大北农科技集团股份有限公司及控股子公司对外担保总额超过最近一 期经审计净资产的 100%，担保金额超过公司最近一期经审计净资产的 50%，本 次公司及控股子公司担保进展中涉及对资产负债率超过 70%的被担保对象"北 京右信供应链管理有限公司、北京易富农商贸发展有限公司、北京大北农贸易有 限责任公司、漳州大北农农牧科技有限公司、广州易富农商贸发展有限公司、安 徽省大北农农牧科技有限公司、清远大北农生物科技有限公司、四川大北农农牧 科技有限责任公司、福泉大北农农业科技有限公司、吉林大北农农牧科技有限责 任公司、南皮大北农农牧食品有限公司、江西大北农科技有限责任公司、淮安市 淮阴大北农饲料有限公司、海南大北农生物科技有限公司、江西高安大北农饲料 有限公司、广州大北农农牧科技有限责任公司、安徽长风农牧科技有限公司、湖 南大北农华有水产科技有限公司、兆丰华生物科技（北京）有限公司、北京大有 谷科技集团有限公司、绥化大北农农牧科技有限公司"提供担保，公司对上述被 担保对象在经营管理、财务、投资、融资等方面均能 ...

2024 Corporate Social Responsibility Report (CSR Report) Beijing Dabeinong Technology Group Co., Ltd. | Appendix | 48 | | --- | --- | | Key Performance Indicators | 48 | | Core Scientific Research | 50 | | Platforms | | | National Key Leading En | 50 | | terprise in Agricultural | | | Industrialization | | | Report Index | 51 | | Product Profile | 52 | | Reader Feedback Form | 62 | ESG Management Management Framework ESG Management Effectiveness Stakeholder Communication Materiality Assessment 07 (Stock Cod ...

Group 1 - The core viewpoint of the announcement is the sales performance of the company's pig farming operations in June 2025, highlighting significant year-on-year growth in both sales volume and revenue [2][3][5] - In June 2025, the total pig sales volume from the company's controlled and affiliated companies reached 666,100 heads, with a total sales revenue of 1.078 billion yuan [2] - The average selling price of commercial pigs in June 2025 was 14.09 yuan per kilogram, with the average weight of pigs sold being 125.88 kilograms for the controlling company and 123.27 kilograms for the affiliated company [2][3] Group 2 - For the first half of 2025, the controlling company sold a total of 2.1449 million pigs, representing a year-on-year increase of 24.21%, with total sales revenue of 3.398 billion yuan, up 28.13% year-on-year [2][3] - The affiliated company reported a total of 1.6898 million pigs sold in the first half of 2025, marking a year-on-year increase of 50.71%, with total sales revenue of 2.983 billion yuan, also up 50.73% year-on-year [3] - The changes in sales volume and revenue in June 2025 are attributed to fluctuations in the domestic pig market and the gradual release of production capacity [5]