证券代码：002385 证券简称：大北农 公告编号：2025-056 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、南宁大北农饲料科 技有限责任公司、北京大北农贸易有限责任公司、北京科高大北农生物科技有限 公司、广州易富农商贸发展有限公司、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、天津大北农生物科技有限公司、福建大北农华有水产 科技集团有限公司、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、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、宜宾 大北农农牧科技有限公司、四川驰阳农业开发有限公司、湖南大北农华有水产科 技有限公司、昆明云中美农牧科技有限公司、兆丰华生物科技（北京）有限公司、 黑龙江省金色北农种业科技有限公司"提供担保，公司对上述被担保对象在经营 管理、财务、投资、融资等方面均能有效控制，财务风险处于公司有效的控制范 围内，敬请投 ...

Group 1 - The core viewpoint of the announcement is the sales performance of the company's pig farming operations in May 2025, showing significant growth in both sales volume and revenue compared to previous months and the same period last year [2][5]. Group 2 - In May 2025, the total pig sales volume for the company and its subsidiaries reached 727,600 heads, with a total sales revenue of 1.248 billion yuan. Cumulative sales from January to May amounted to 3.1686 million heads and 5.003 billion yuan respectively [2][3]. - The sales volume for the controlling company in May was 386,300 heads, generating a revenue of 623 million yuan, reflecting a month-on-month increase of 15.14% in sales volume and 19.35% in revenue, as well as a year-on-year increase of 17.99% and 16.45% respectively [2][3]. - The sales volume for the affiliated companies in May was 341,300 heads, with a revenue of 625 million yuan, showing a month-on-month increase of 28.50% in sales volume and 28.07% in revenue, along with a year-on-year increase of 77.58% and 69.38% respectively [2][3]. Group 3 - The increase in sales volume and revenue in May 2025 is attributed to changes in the domestic pig market and the gradual release of production capacity [5].

Group 1 - Baiyunshan received drug registration certificate for Tadalafil tablets (2.5mg, 5mg) from the National Medical Products Administration, indicating its entry into the erectile dysfunction treatment market [1] - Huayin Power plans to invest approximately 1.398 billion yuan in three renewable energy projects with a total installed capacity of 230 MW [2] - GAC Group reported a 24.8% year-on-year decline in May automobile sales, with total sales of 117,700 units [3] Group 2 - Honghui Fruits and Vegetables announced a potential change in control due to share transfer negotiations, leading to a temporary suspension of its stock and convertible bonds [4] - Fuyuan Pharmaceutical's subsidiary received a drug registration certificate for Bromhexine Hydrochloride oral solution, aimed at treating respiratory diseases [5][6] - Jianghan New Materials plans to repurchase shares worth 200 million to 400 million yuan, with a maximum price of 30 yuan per share [7][8] Group 3 - Sinan Navigation received an administrative regulatory decision from the Shanghai Securities Regulatory Bureau due to multiple issues in its 2024 annual report [9][10] - Hesheng Co. received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [11] - Daqin Railway reported a 1.85% year-on-year decrease in cargo transportation volume in May, totaling 32.96 million tons [13] Group 4 - Ningbo Construction's subsidiary won a design and construction project with a bid of 787 million yuan [14] - Yuehongyuan A announced the termination of a major asset restructuring plan due to failure to reach an agreement on key terms [15][16] - Mingyang Smart Energy reached a 190 million yuan repurchase agreement with Haiji New Energy [18] Group 5 - CNE Group's subsidiary plans to reduce registered capital from 430 million yuan to 330 million yuan [19] - ST Baili received an administrative penalty for failing to disclose non-operating fund occupation matters, resulting in a fine of 4 million yuan [21] - Baichuan Co. completed the repurchase of a 7.14% stake in its subsidiary for 50 million yuan [22] Group 6 - Dongrui Co. reported May sales of 155,400 pigs, generating revenue of 203 million yuan, a decrease of 8.77% month-on-month [25][26] - Pengding Holdings reported a 22.43% year-on-year increase in May consolidated revenue, totaling 2.598 billion yuan [27] - Dabeinong reported May sales of 727,600 pigs, with total revenue of 1.248 billion yuan [28] Group 7 - Lihua Co. reported a 4.77% year-on-year decrease in May chicken sales revenue, totaling 1.118 billion yuan [29][30] - Jindan Technology plans to use up to 300 million yuan of idle funds for entrusted wealth management [31] - Youxunda won a project from the State Grid worth approximately 176 million yuan [33][34] Group 8 - Shenglan Co. received approval for its convertible bond issuance from the Shenzhen Stock Exchange [35][36] - Jingfang Technology's shareholder plans to reduce holdings by up to 2% of the company's shares [37] - Shiji Information's subsidiary signed a significant contract with Marriott for cloud services [39] Group 9 - Northeast Securities' subsidiary plans to terminate its listing on the New Third Board [40] - Yaji International's supervisor is under investigation for insider trading [42][43] - Yian Technology signed a strategic cooperation framework agreement with Shenzhen Hive Interconnect Technology [44] Group 10 - Jinyu Group's subsidiary acquired a real estate project for 3.364 billion yuan [46][47] - Kaiweite's major shareholder plans to reduce holdings by up to 3% of the company's shares [48] - Ningbo Energy's subsidiary plans to publicly transfer fixed assets valued at approximately 17.4372 million yuan [49]

大北农（002385）公告，2025年5月份生猪销售数量当月合计为72.76万头，1-5月累计为316.86万头；销 售收入当月合计为12.48亿元，1-5月累计为50.03亿元；商品肥猪当月均价为14.39元/公斤。 ...

证券代码：002385 证券简称：大北农 公告编号：2025-055 北京大北农科技集团股份有限公司 2025年5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。 上述数据包括公司及下属参控股的养殖平台的全部生猪出栏数据，不包括其他业 务。上述数据均未经审计，与定期报告披露的数据之间可能存在差异。因此，上述数 据仅作为初步阶段性数据，供投资者参考。敬请广大投资者注意投资风险。 | 项目 | | | 生猪销售数量（万头） | | | | | | 生猪销售收入 | （亿元） | | | 育肥猪价格 （元/公斤） | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 公司类型 | 控股公司 | | 参股公司 | | | 合计 | | 控股公司 | | 参股公司 | 合计 | | 当月销售均价 | | 期间 | 当月 | 累计 | 当月 | 累计 | 当月 | 累计 | 当月 | 累计 | 当月 | 累计 | 当月 | 累计 ...

Investment Rating - The industry rating is "Recommended" [3] Core Views - The planting industry chain is progressing well, with 1.29 million acres of summer grain wheat harvested as of May 30, 2025, which is over 30% of the total expected harvest. Regions such as Hubei, Sichuan, and South China have completed their wheat harvests, while Anhui has surpassed 80% and Henan over 60% [1][9] - The Ministry of Agriculture and Rural Affairs emphasizes the importance of tracking weather changes and preparing for emergency harvesting to ensure timely collection of mature wheat. The commercialization of genetically modified technology is expected to accelerate, enhancing self-sufficiency in key varieties [1][9] - In the pig farming sector, the average price of external three-way cross pigs is 14.39 CNY/kg, with a week-on-week increase of 0.36%. The number of breeding sows is 40.38 million, showing a slight decrease [2][10] - The report suggests that while short-term consumer demand is recovering, supply remains relatively loose. However, due to slow recovery in production capacity in 2024, pig prices are expected to exceed expectations in the second half of 2025 [2][10] Summary by Sections Planting Industry - As of May 30, 2025, 1.29 million acres of summer grain wheat have been harvested, with significant progress in various provinces. The upcoming rainfall is beneficial for soil conditions and will facilitate mechanized sowing [1][9] - The Ministry of Agriculture will focus on ensuring the timely harvesting of wheat and improving mechanization to enhance yield [1][9] - Recommended stocks in the planting sector include Beidahuang and Suqian Agricultural Development, with a focus on leading seed companies like Longping High-Tech and Dabeinong [1][9] Pig Farming - The average price of pigs is 14.39 CNY/kg, with a slight increase from the previous week. The number of breeding sows has decreased slightly, while slaughtering volume has increased significantly year-on-year [2][10] - The report highlights the need to monitor cost improvements and suggests stocks such as Dekang Animal Husbandry, Jinke Intelligent Agriculture, and Muyuan Foods for potential investment [2][10] Market Performance - The agricultural sector index increased by 1.79% during the week of May 26 to May 30, 2025, outperforming major indices like the Shanghai Composite and Shenzhen Component [11][12] - The top-performing sub-sectors include aquaculture and livestock farming, indicating a positive trend in the agricultural market [11][12]

Investment Rating - Industry Rating: Recommended [3] Core Views - The planting industry is seeing significant progress with summer grain wheat harvest, reaching over 30% completion as of May 30, with favorable weather conditions expected to enhance soil moisture and facilitate mechanized sowing [10][11] - The commercialization of genetically modified crops is anticipated to accelerate, aiming to improve yield and self-sufficiency in key varieties, supported by government initiatives to protect new plant varieties [10] - In the pig farming sector, the average price of live pigs is showing a slight increase, with a current price of 14.39 CNY/kg, reflecting a week-on-week rise of 0.36% [11][60] - The supply of breeding sows has slightly decreased, with a total of 40.38 million heads reported, while slaughtering volumes have increased significantly year-on-year [11][60] Summary by Sections Planting Industry - As of May 30, 1.29 million acres of summer wheat have been harvested, with regions like Hubei and Sichuan completing their harvests [10] - The Ministry of Agriculture emphasizes the importance of mechanization to enhance yield and efficiency in sowing [10] - Recommended stocks include Beidahuang and Suqian Agricultural Development for planting, and leading seed companies like Longping High-Tech and Dabeinong for seed production [10] Pig Farming - The average price of external three-way cross pigs is 14.39 CNY/kg, with a slight increase from the previous week [11] - The number of breeding sows has decreased slightly, while slaughtering volumes have increased by 20% year-on-year [11] - Recommended stocks in the breeding sector include Dekang Agriculture, Jinke Smart Agriculture, and Muyuan Foods, with feed companies like Haida Group also highlighted [11] Key Agricultural Products Data Tracking - Corn: Current average price is 2378.15 CNY/ton, with a week-on-week increase of 0.15% [23] - Wheat: Current average price is 2457.51 CNY/ton, with a week-on-week decrease of 0.35% [26] - Soybeans: Current average price is 3927.89 CNY/ton, remaining stable [38] - Cotton: Current average price is 14480.00 CNY/ton, with a slight decrease of 0.14% [42] Feed and Vitamin Prices - The average price of pig feed is 2.71 CNY/kg, showing a week-on-week decrease of 0.73% [48] - Vitamin E is priced at 101.60 CNY/kg, with a decrease of 4.87% [48]

Core Viewpoint - The livestock farming index in China shows a strong upward trend, with specific stocks experiencing significant gains, indicating a positive market sentiment in the livestock sector [1][2]. Group 1: Market Performance - As of June 3, 2025, the China Livestock Farming Index (930707) increased by 1.02%, with notable stock performances including Xiangjia Co., Ltd. (002982) up by 8.30%, Haida Group (002311) up by 2.89%, and Shennong Group (605296) up by 2.75% [1]. - The Livestock ETF (159867) rose by 0.49%, marking a third consecutive increase [1]. Group 2: Price Trends - Recent market data indicates a fluctuating rise in pig prices ahead of the holiday, driven by a reluctance among farming entities to sell at low prices and an increase in slaughterhouse demand due to pre-holiday stocking [1]. - The average weight of pigs sold slightly decreased last week, suggesting a potential shift in market dynamics as the industry prepares for seasonal changes [1]. Group 3: Future Outlook - Short-term projections suggest that rising temperatures may lead to increased weight gain in livestock, but the overall pig price is expected to face downward pressure due to seasonal consumption trends [1]. - In the medium term, a gradual recovery in the national breeding sow inventory is anticipated, with quality pig enterprises likely to achieve unexpected profits through increased sales and reduced costs despite a downward trend in the pig cycle expected in 2025 [1]. Group 4: Index Composition - The top ten weighted stocks in the China Livestock Farming Index (930707) include Haida Group (002311), Muyuan Foods (002714), Wens Foodstuff Group (300498), and others, collectively accounting for 68.9% of the index [2].

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：2025-051 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"）第六届董事会第三十一次（临时）会议通知于 2025年5月24日以电子邮件方式发出，会议于2025年5月29日在公司会议室以现场+通讯方式召开，本次 会议应出席董事9名，实际出席董事9名，其中董事长邵根伙先生、董事谈松林先生、林孙雄先生、邵丽 君女士现场参加会议，其他董事均以通讯方式参加会议。本次会议由董事长邵根伙先生主持。会议的召 开符合《中华人民共和国公司法》《公司章程》《董事会议事规则》的有关规定。 二、董事会会议审议情况 经本次董事会有效表决，会议审议通过了如下议案： （一）审议《关于为参股公司提供担保的议案》 具体内容详见公司指定信息披露媒体《证券时报》《上海证券报》《证券日报》及巨潮资讯网 （www.cninfo.com.cn）披露的《关于为参股公司提供担保的公告》（公告编号：2025-052）。 表决结果：9票赞成；0票反对；0票弃权。 （二）审议通过《关于为参股公司提供担保暨关联交易的议案》 第六 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The supply of pigs is expected to increase due to the normalization of breeding practices, which may exert downward pressure on prices in the short term. However, as supply stabilizes, prices are anticipated to stabilize or slightly rebound [4][14] - The pet food sector is experiencing a rise in domestic brands, supported by consumption upgrades and tariff barriers, with significant growth expected in the pet food market [6][26][28] Summary by Sections Weekly Observation - The average national pig selling price on May 30 was 14.44 yuan/kg, up by 0.17 yuan/kg from the previous week, with a daily average slaughter volume of 156,400 pigs, an increase of 13,200 pigs [4][14] - The demand side shows slight recovery, and the focus remains on policies affecting the pig industry [4][14] Weekly Market Performance (May 26-30) - The agricultural index outperformed the market by 1.82 percentage points, with the agricultural index rising by 1.79% while the Shanghai Composite Index fell by 0.03% [29][30] - The livestock breeding sector led the gains, with notable increases in stocks such as Juxing Agriculture (+13.15%) and Xiwang Food (+12.42%) [29][32] Price Tracking (May 26-30) - The national average price for pigs was 14.47 yuan/kg, up by 1.12% from the previous week. The average price for piglets was 35.24 yuan/kg, down by 0.90% [36] - The average price for corn was 2,339.00 yuan/ton, up by 0.52%, while soybean meal was priced at 2,966.00 yuan/ton, up by 0.54% [51] Key News (May 26-30) - An announcement was made to prevent the entry of highly pathogenic avian influenza from Brazil, highlighting the importance of biosecurity in the livestock sector [33] Weekly Insights - The pig sector shows low valuation and potential for recovery, with recommendations for companies like Muyuan Foods and Wens Foodstuffs [26] - The feed sector benefits from the recovery of livestock and strong overseas demand, with recommendations for companies like Haida Group and New Hope Liuhe [26]