证券代码：002385 证券简称：大北农 公告编号：2025-028 北京大北农科技集团股份有限公司 公司及控股子公司担保进展公告 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： 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"清远 大北农生物科技有限公司、隆林众仁旺农业开发有限公司、北京大北农贸易有限 责任公司、盐城大北农饲料有限公司、恩施州绿色巨农农牧有限公司、阆中大北 农农牧食品有限公司、辽宁盛得大北农牧业科技有限公司、广州易富农商贸发展 有限公司、海南大北农生物科技有限公司、蚌埠大北农农牧科技有限公司、吉木 萨尔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、新疆大北农 牧业科技有限责任公司、武汉绿色巨农农牧股份有限公司、安徽昌农农牧食品有 限公司、北京科高大北农生物科技有限公司、河北大北农农牧食品有限公司、漳 州大北农农牧科技有限公司、北京易富农商贸发展有限公司、北 ...

99个转基因玉米、大豆品种通过初审 涉及多家种业上市公司 智通财经4月8日电，据今日农业农村部种业管理司公告，97个转基因玉米和2个转基因大豆品种通过初 审，涉及大北农、隆平高科、登海种业、丰乐种业等多家上市公司，其中有58个转基因品种的转化体所 有者为北京大北农生物技术有限公司。（智通财经记者 刘建 王平安） ...

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：2025-027 北京大北农科技集团股份有限公司 2025年3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。 一、2025年 3月份生猪销售情况 公司控股及参股公司生猪销售数量当月合计为66.92万头，1-3月累计为183.99万头；销售收入当月合计 为11.16亿元，1-3月累计为30.46亿元；公司控股及参股公司商品肥猪当月均价为14.35元/公斤。公司控 股及参股公司销售情况如下： 1、2025年3月控股公司生猪销售数量为38.21万头，销售收入6.14亿元。其中销售数量环比增长 35.54%，同比增长26.78%；销售收入环比增长43.12%，同比增长35.84%；商品肥猪出栏均重123.96公 斤，销售均价14.43元/公斤。 2025年1-3月，控股公司累计销售生猪104.80万头，同比增长21.21%。累计销售收入16.85亿元，同比增 长37.33%。 2、2025年3月参股公司生猪销售数量为28.71万头，销售收入5 ...

证券代码：002385 证券简称：大北农 公告编号：2025-026 北京大北农科技集团股份有限公司 关于股票交易异常波动的公告 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。 一、股票交易异常波动的情况 北京大北农科技集团股份有限公司（以下简称"公司"）股票（证券代码： 002385，证券简称：大北农）连续 2 个交易日（2025 年 4 月 3 日、4 月 7 日）累 计收盘价格涨幅偏离值累计超过 20%，已达到异常波动标准。根据《深圳证券交 易所交易规则》的有关规定，属于股票交易异常波动的情况。 二、公司关注、核实情况说明 针对公司股票交易的异常波动，公司董事会对相关事项进行了核实，并向控 股股东及实际控制人就相关事项进行了书面征询核实，现就有关情况说明如下： 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、公司近期经营情况正常，内外部经营环境未发生重大变化； 三、不存在应披露而未披露信息的说明 本公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上 ...

2025年3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。 一、2025年3月份生猪销售情况 公司控股及参股公司生猪销售数量当月合计为 66.92 万头，1-3 月累计为 183.99 万 头；销售收入当月合计为 11.16 亿元，1-3 月累计为 30.46 亿元；公司控股及参股公司商 品肥猪当月均价为 14.35元/公斤。公司控股及参股公司销售情况如下： 证券代码：002385 证券简称：大北农 公告编号：2025-027 北京大北农科技集团股份有限公司 注：因四舍五入，以上数据可能存在尾差。 2 1、2025 年 3 月控股公司生猪销售数量为 38.21 万头，销售收入 6.14 亿元。其中销 售数量环比增长 35.54%，同比增长 26.78%；销售收入环比增长 43.12%，同比增长 35.84%；商品肥猪出栏均重 123.96公斤，销售均价 14.43元/公斤。 2025 年 1-3 月，控股公司累计销售生猪 104.80 万头，同比增长 21.21%。累计销售 收入 16.85亿元，同比增长 37.33%。 2、2025 年 ...

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].

Group 1 - The Guozheng Grain Industry Index (399365) increased by 0.36% as of April 7, 2025, with notable stock performances including Wanxiang Denong (600371) hitting the daily limit, Shennong Seed Industry (300189) rising by 8.08%, and Lier Chemical (002258) increasing by 8.07% [1] - The Grain ETF (159698) rose by 1.27%, with a trading volume of 23.8488 million yuan, leading among similar products and achieving a turnover rate of 12.11%, indicating active market trading [1] - Dongxing Securities highlighted that agricultural products are being used as a significant countermeasure against tariffs, with an increased focus on food security strategies, as emphasized in the No. 1 Document of 2025, which discusses "new agricultural productivity" and the promotion of biotechnology in agriculture [1] Group 2 - As of March 31, 2025, the top ten weighted stocks in the Guozheng Grain Industry Index (399365) include Dabeinong (002385), Longping High-Tech (000998), and Beidahuang (600598), collectively accounting for 52.74% 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：2025-025 北京大北农科技集团股份有限公司 关于控股子公司大豆产品获批乌拉圭种植许可的公告 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。 一、乌拉圭种植许可获批情况 乌拉圭当地时间2025年4月3日，乌拉圭官方网站更新了国家生物安全委员会（GNBio）第164号、163 号、165号决议，北京大北农科技集团股份有限公司（以下简称"公司"）控股子公司北京大北农生物技 术有限公司（以下简称"大北农生物"）研发的转基因耐除草剂大豆转化事件DBN9004（DBN-09004- 6）、抗虫耐除草剂大豆转化事件DBN8002（DBN-08002-3）、DBN9004×DBN8002（DBN-09004- 6×DBN-08002-3）同时通过安全评价审查，正式获批种植许可。此次获批是大北农生物抗虫、耐除草剂 大豆转化事件继获批阿根廷、巴西种植许可后，在南美市场的又一重要进展，对公司开拓乌拉圭市场具 有积极的推动作用。 DBN9004是大北农生物研发的耐除草剂转基因 ...

Investment Rating - The report maintains an "Outperform" rating for the agricultural sector in light of the recent tariff increases on U.S. imports [1][5][4]. Core Views - The imposition of a 34% tariff on all U.S. imports is expected to benefit the domestic agricultural sector, particularly in the areas of feed, livestock, and seed industries [1][2][3]. - The report highlights that the increase in tariffs will likely lead to price hikes in key agricultural products such as soybean meal, corn, and beef, thereby enhancing the profitability of domestic producers [2][24][3]. Summary by Sections Tariff Impact Analysis - The Chinese government announced a 34% tariff on all U.S. imports effective April 10, 2025, which is expected to raise the import costs of key agricultural products [1][15][16]. - Major U.S. agricultural imports to China include sorghum, soybeans, cotton, beef, and corn, with soybeans and corn being particularly affected by the tariff [1][24]. Feed and Livestock Sector - The report is optimistic about companies like Haida Group and leading pig and poultry farming enterprises, which are expected to see enhanced profit margins due to better raw material management amid rising feed prices [2][3]. - The report suggests that the cost of feed, which constitutes a significant portion of livestock production costs, will rise, potentially accelerating the cycle of livestock production and benefiting leading companies in the sector [2][3]. Seed and Crop Sector - The seed industry is anticipated to benefit from a favorable price cycle and advancements in genetically modified crops, with corn prices expected to rise due to increased import costs from the U.S. tariffs [2][3]. - Companies with land resources in the planting sector are also expected to gain from rising grain prices [2][3]. Beef Industry Outlook - The domestic beef industry is projected to experience a turnaround as domestic supply decreases and U.S. beef imports shrink due to the new tariffs [3][24]. - The report indicates that the valuation of related beef companies is currently at a low point, suggesting potential for growth as market sentiment improves [3][24]. Investment Recommendations - The report recommends investments in the following sectors: 1. Pig farming: Mu Yuan, Hua Tong, Wen's, Shen Nong Group, Xin Wu Feng, Ju Xing Agricultural, Tang Ren Shen, Tian Kang Biological 2. Poultry farming: Li Hua, Yi Sheng, Sheng Nong Development 3. Feed: Haida Group 4. Seed: Quan Yin Gao Ke, Long Ping Gao Ke, Feng Le Seed Industry, Deng Hai Seed Industry, Da Bei Nong [3][4].

Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Insights - The report highlights that the recent increase in tariffs imposed by the US on Chinese imports, along with China's retaliatory measures, is expected to positively impact domestic agricultural product prices, particularly pork prices [5][15] - The average price of live pigs in China as of April 6, 2025, is 14.60 yuan/kg, showing a week-on-week increase of 0.05 yuan/kg, indicating a gradual upward trend in pork prices supported by improved demand and reduced supply pressure [6][18] - The report recommends actively allocating investments in the pig farming sector due to its defensive attributes amid macroeconomic shocks and the strengthening investment logic [6][28] Summary by Sections Weekly Observation - The US has imposed a 34% tariff on Chinese imports, leading to a cumulative tariff rate of 54% on Chinese goods, which is expected to benefit domestic agricultural prices [5][15] - The report notes that the dependency of key agricultural products on imports from the US is significant, with soybeans and beef having high foreign dependency rates of 81.49% and 25.22%, respectively [16][17] Weekly Market Performance - The agricultural index outperformed the market by 1.79 percentage points, with the agricultural index rising by 1.51% during the week [32][34] - Key stocks such as Huisheng Biological and Jinhai Biological saw significant gains, with increases of 39.96% and 18.80%, respectively [32][36] Price Tracking - As of April 4, 2025, the average price of live pigs is 14.60 yuan/kg, with a slight increase from the previous week, while the price of piglets has risen to 37.08 yuan/kg [39][40] - The report indicates that the price of beef has also increased, reaching 66.38 yuan/kg, reflecting a positive trend in meat prices [43][46] Recommendations - The report suggests focusing on the pig farming sector, with specific recommendations for companies such as Muyuan Foods, Wens Foodstuff Group, and Juxing Agriculture [7][28] - In the feed sector, companies like Haida Group and New Hope are recommended due to their potential benefits from the recovery in livestock and poultry production [28]