Core Viewpoint - Dabeinong (002385) reported significant growth in pig sales and revenue for October 2025, indicating a strong performance in the livestock sector [1] Sales Performance - In October 2025, the company sold 460,000 pigs, with a sales revenue of 579 million yuan [1] - The sales volume increased by 23.09% month-on-month and 45.20% year-on-year [1] - The sales revenue rose by 7.02% month-on-month and 1.58% year-on-year [1] - The average selling price was 11.43 yuan per kilogram [1] Cumulative Sales Data - From January to October 2025, the company sold a total of 3.6208 million pigs, representing a year-on-year growth of 28.09% [1] - The cumulative sales revenue for the same period reached 5.477 billion yuan, an increase of 12.51% year-on-year [1]

Group 1 - The core point of the article is that Dabeinong announced significant growth in pig sales and revenue for October 2025, indicating a strong performance in the livestock sector [1] - In October 2025, the company sold 460,000 pigs, representing a year-on-year increase of 45.20%, with sales revenue reaching 579 million yuan, up 1.58% year-on-year [1] - For the period from January to October 2025, cumulative pig sales amounted to 3.6208 million heads, reflecting a year-on-year growth of 28.09%, while cumulative sales revenue reached 5.477 billion yuan, an increase of 12.51% year-on-year [1]

证券代码：002385 证券简称：大北农 公告编号：2025-099 北京大北农科技集团股份有限公司 关于开展商品期货套期保值业务的进展公告 为充分利用期货市场的套期保值功能，锁定北京大北农科技集团股份有限公 司（以下简称"公司"）原材料成本和生猪销售价格，有效规避生产经营活动中 因上游原材料和库存产品价格波动带来的风险，保证产品成本的相对稳定，提高 公司抵御原材料价格波动的能力，进而实现公司高质量稳健发展，公司（含子公 司）拟开展商品期货套期保值业务。 公司于 2025 年 4 月 23 日召开第六届董事会第二十九次会议决议、2025 年 5 月 15 日召开 2024 年年度股东大会，审议通过了《关于继续开展商品期货套期保 值业务的议案》，同意公司自 2024 年年度股东大会通过之日起至 2025 年年度股 东大会召开之日止，即在该期间内可开展商品期货套期保值业务，所需保证金最 高占用额不超过 3 亿元（不含期货标的实物交割款项），有效期内可循环使用。 公司的套期保值业务只限于在境内期货交易所挂牌交易的与公司生产经营相关 的农产品期货品种，如：生猪、玉米、小麦、大豆、豆粕、豆油、菜粕、油脂等 产品。具体内 ...

一、2025年10月份生猪销售情况 2025 年 10 月控股公司生猪销售数量为 46.00 万头，销售收入 5.79 亿元。其中销售 数量环比增长 23.09%，同比增长 45.20%；销售收入环比增长 7.02%，同比增长 1.58%； 销售均价 11.43元/公斤。 2025年 1-10月，控股公司累计销售生猪 362.08万头，同比增长 28.09%。累计销售 收入 54.77亿元，同比增长 12.51%。 证券代码：002385 证券简称：大北农 公告编号：2025-100 北京大北农科技集团股份有限公司 2025年10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。 2025年 10月，生猪销售数量同比增长主要是因为产能逐步释放所致。 三、风险提示 请广大投资者注意以下投资风险： 1、公司目前主要有"玉米、水稻种业（含生物育种）、饲料"等业务板块，上述 销售情况只代表公司及控股的养殖平台的生猪销售情况，其他业务板块的经营情况不 包括在内。 2、生猪市场价格波动的风险是整个生猪生产行业的系统性风险，对任何一家生猪 生产者来讲都是客 ...

证券代码：002385 证券简称：大北农 公告编号：2025-098 北京大北农科技集团股份有限公司 2025 年第五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、误导性陈述或重大遗漏。 特别提示： 1.本次股东大会未出现否决提案的情形； 2.本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间 (1)现场会议召开时间：2025 年 11 月 7 日（星期五）下午 14：30 开始 (2)网络投票起止时间： ①通过深圳证券交易所（以下简称"深交所"）交易系统进行网络投票的具 体时间为：2025 年 11 月 7 日 9:15—9:25，9:30—11:30 和 13:00—15:00； ②通过互联网投票系统（http://wltp.cninfo.com.cn）投票的具体时间为：2025 年 11 月 7 日上午 09:15 至下午 15:00 期间的任意时间。 2.现场会议召开地点：北京市海淀区澄湾街 19 号院大北农凤凰国际创新园 行政楼 104 会议室 3.会议召开方式：采取现场投票与网络投票相结 ...

北京市天元律师事务所 关于北京大北农科技集团股份有限公司 2025 年第五次临时股东大会的法律意见 京天股字（2025）第 684 号 致：北京大北农科技集团股份有限公司 北京大北农科技集团股份有限公司（以下简称"公司"）2025 年第五次临 时股东大会（以下简称"本次股东大会"）采取现场投票与网络投票相结合的方 式，现场会议于 2025 年 11 月 7 日 14:30 在北京市海淀区澄湾街 19 号院大北农 凤凰国际创新园行政楼 104 会议室召开。北京市天元律师事务所（以下简称"本 所"）接受公司聘任，指派本所律师参加本次股东大会现场会议，并根据《中华 人民共和国公司法》、《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》"）以及《北京大北农科 技集团股份有限公司章程》（以下简称"《公司章程》"）等有关规定，就本次 股东大会的召集、召开程序、出席现场会议人员的资格、召集人资格、会议表决 程序及表决结果等事项出具本法律意见。 为出具本法律意见，本所律师审查了《北京大北农科技集团股份有限公司第 六届董事会第三十五次（临时）会议决议公告》《北京大北农科技集团 ...

Core Insights - Dabeinong (002385.SZ) reported its pig sales for October 2025, with a total of 460,000 pigs sold and revenue of 579 million yuan [1] Sales Performance - The sales volume increased by 23.09% month-on-month and by 45.20% year-on-year [1] - The sales revenue saw a month-on-month growth of 7.02% and a year-on-year increase of 1.58% [1] - The average selling price was 11.43 yuan per kilogram [1]

Core Insights - Dabeinong (002385.SZ) reported its pig sales for October 2025, indicating a significant increase in both sales volume and revenue [1] Sales Performance - The company sold 460,000 pigs in October 2025, representing a month-on-month increase of 23.09% and a year-on-year increase of 45.20% [1] - Sales revenue for the month reached 579 million yuan, with a month-on-month growth of 7.02% and a year-on-year growth of 1.58% [1] - The average selling price of pigs was 11.43 yuan per kilogram [1]

Core Viewpoint - The feed sector experienced a decline of 0.57% on November 7, with Hai Da Group leading the drop, while the Shanghai Composite Index closed at 3997.56, down 0.25% [1]. Group 1: Market Performance - The feed sector's individual stock performance showed notable movements, with Aonong Biological rising by 6.13% to close at 5.54, while Hai Da Group fell by 1.90% to 57.80 [1][2]. - The trading volume for Aonong Biological reached 1.6475 million shares, with a transaction value of 905 million yuan [1]. Group 2: Capital Flow - The feed sector saw a net inflow of 100 million yuan from institutional investors, while retail investors experienced a net outflow of 88.30 million yuan [2]. - Aonong Biological had a significant net inflow of 99.9973 million yuan from institutional investors, representing 11.04% of its trading volume [3].

Group 1 - The Agricultural, Animal Husbandry, and Fishery ETF (159275) has shown a contrary rise, with an increase of 0.6% and a trading volume of 5.25 million yuan, bringing the fund's total size to 200 million yuan [1] - Key performing stocks include Honghui Fruits and Vegetables, Longniu Mountain, and Hainan Rubber, with respective increases of 6.22%, 4.04%, and 2.56% [1] - The Ministry of Agriculture and Rural Affairs held a meeting on November 4, 2025, to establish a full-chain regulatory mechanism for agricultural product quality and safety [1] Group 2 - Pacific Securities highlighted multiple pressures on the breeding industry, including ongoing losses in the pig industry, high levels of breeding sows, and rising risks from African swine fever [2] - The poultry industry is experiencing a historical high in production capacity, with broiler prices fluctuating at low levels, while yellow chicken prices are rising due to seasonal demand [2] - The planting industry is stabilizing grain prices, with expectations for mid-term increases, and the seed industry is gaining strategic importance due to advancements in genetically modified crops [2]