Core Insights - The 2026 Central Document emphasizes the transition from "ensuring quantity" to "improving quality" in agriculture, marking the beginning of the 14th Five-Year Plan [2][27] - The document sets a target for grain production at approximately 1.4 trillion jin (around 700 million tons) and initiates a new round of actions to enhance grain production capacity [2][27] - The focus shifts to "new agricultural productivity," indicating a transition from resource input to technology-driven development [2][27] Policy Highlights - The document introduces a "bottom line" and "action" plan, ensuring stable grain production and enhancing agricultural capacity, which will create sustained demand in the planting industry [2][27] - It upgrades the policy on pig production from "monitoring" to "comprehensive capacity regulation," aiming to balance supply and demand in the pork market [2][28] - The document proposes a financial mechanism to support agriculture, utilizing special bonds and long-term bonds to lower financing costs for agricultural enterprises [2][28] Industry Confidence - The document reflects four types of confidence in agriculture: technological confidence, trade confidence, subject confidence, and strategic confidence, which collectively aim to strengthen the agricultural sector [5][30] - The emphasis on technological advancements and international competitiveness in agriculture is expected to benefit leading agricultural enterprises [5][30] ETF Insights - The Agricultural, Animal Husbandry, and Fishery ETF (159275) tracks the CSI Agricultural Index, with its top holdings aligned with the key areas highlighted in the document [6][31] - The ETF's top ten holdings include major companies in pig farming and feed production, which are expected to benefit from the new policies [6][31] - The ETF is viewed as a strategic investment tool for gaining exposure to the core agricultural industry chain, especially at a time when the industry cycle is at a low point [34][45] Market Performance - Following the release of the document, the Agricultural ETF saw a 1.12% increase, indicating rising investor interest [19][40] - Key stocks within the ETF, such as Haida Group and Muyuan Foods, experienced notable price increases, reflecting heightened market attention [19][42] Future Outlook - Short-term policy benefits and seasonal trends may lead to a surge in ETF performance, while mid-term prospects depend on pig prices and capacity adjustments [44][45] - Long-term agricultural modernization is a national strategy, with leading companies expected to capture more market share as industry concentration increases [45][46]

本文转自【羊城晚报】； 2月4日，大北农（002385）公告，公司实际控制人、董事长邵根伙先生于2026年2月3日因病离世，享年60岁。公司各位董事、高级管理人员及全体员工对 邵根伙先生的离世表示深切哀悼和缅怀。 邵根伙逝世后，公司现任董事人数由9人减少至8人，不会导致公司董事会成员低于法定最低人数。根据《公司章程》的规定，由公司副董事长张立忠代行 董事长职责，直至公司董事会选举新任董事长为止。 目前，大北农集团官网已变黑。 毕业后，他留在北京农学院当了一名教师。当年的他认为，只有做实业，才能给中国的农业发展带来改变。所以，他放弃了安逸的生活，开始了艰苦的创 业之路。1993年的冬天，邵根伙和朋友揣着2万元，在北京西郊租来的小屋内，创立了北京大北农饲料科技有限责任公司，产品开发的主攻方向定位在乳 猪料配方、乳猪料生产上。经过30多年的发展，大北农集团产业布局涵盖作物、饲料、养殖、动保等多个领域，拥有300多家生产基地和300多家分子公 司。 邵根伙曾荣获"中关村十大优秀企业家""改革开放三十年推动饲料工业发展十大经济人物"等多项荣誉。多次上榜胡润、福布斯全球富豪榜，2025年胡润百 富榜显示其财富为105亿元 ...

Group 1: Bain Capital Acquires FineToday Holdings - Bain Capital has signed a share transfer agreement to acquire 100% of FineToday Holdings, a Japanese beauty care brand spun off from Shiseido's personal care business, which covers the entire industry chain from R&D to manufacturing and sales [1] - This acquisition is expected to inject capital and global resources into FineToday, enhancing its operational and expansion capabilities in the mass personal care and skincare sectors, providing long-term valuation support [1] - The entry of a leading private equity firm like Bain Capital is likely to accelerate industry consolidation in the beauty and personal care sector, increasing the focus on high-quality targets and driving resource concentration towards companies with brand strength and channel advantages [1] Group 2: Resumption of Travel from Shanghai to Kinmen and Matsu - The mainland will soon resume travel for Shanghai residents to Kinmen and Matsu, marking an important step towards normalizing cross-strait exchanges and enhancing the welfare of both sides [2] - This move is expected to activate related routes, hotels, and cultural tourism enterprises, providing clear performance recovery expectations for these sectors [2] - The policy signal is likely to elevate overall attention on the tourism sector, with funds increasingly favoring companies with geographical advantages and strong operational capabilities [2] Group 3: CEO of RT-Mart's Parent Company Missing - RT-Mart's parent company, Gao Xin Retail, announced that it has temporarily lost contact with CEO Li Weiping, who joined the company just two months ago [3] - The CEO's disappearance adds uncertainty to the company's new retail transformation process, potentially prompting market reassessment of its governance structure and strategic continuity, leading to increased cautious sentiment among investors [3] - This incident highlights management risks during the transformation period of traditional supermarkets, with funds likely to avoid companies with governance issues and concentrate on stable, cash-flow healthy leaders [3] Group 4: Passing of Chairman of Dabeinong - Dabeinong announced the passing of its actual controller and chairman, Shao Genhuo, due to illness, raising concerns about the continuity of the company's strategy and governance stability [4] - Although the company's operations have not been significantly impacted, the absence of the founder may lead to a short-term increase in cautious sentiment among investors [4] - This event is considered an individual stock disturbance within the agricultural and animal husbandry sector, without altering the industry cycle or policy direction, with funds likely focusing on companies with clear performance and cost advantages [4]

Key Points - The core viewpoint of the news is the significant corporate announcements and financial performance reports from various companies, indicating strategic moves, partnerships, and financial results that may present investment opportunities. Group 1: Corporate Announcements - Ruixin Technology plans to acquire control of Wuhu Deheng and will suspend trading from February 5, 2026 [4] - Zhongwen Online intends to collaborate with Tencent on the authorization of animated micro-short dramas, with an expected cooperation amount of 23.2 million yuan [5] - Dabeinong's actual controller and chairman, Shao Genfu, passed away on February 3, 2026, at the age of 60, with the company confirming normal operations [6] Group 2: Financial Performance Reports - Silica Technology reported a total revenue of 3.752 billion yuan for 2025, a year-on-year increase of 18.76%, and a net profit of 281 million yuan, up 18.34% [7] - Huanxu Electronics reported a total revenue of approximately 59.2 billion yuan for 2025, a decrease of 2.46%, but a net profit increase of 12.16% to approximately 1.85 billion yuan [7] - Chongqing Beer reported a total revenue of approximately 1.472 billion yuan for 2025, a year-on-year increase of 0.53%, with a net profit of approximately 123 million yuan, up 10.43% [8] Group 3: Capital Increases and Restructuring - Tangyuan Electric received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [9] - Chang'an Automobile is planning to repurchase shares with a total amount between 1 billion and 2 billion yuan [10] - Gaweida's board proposed a share repurchase plan with a total amount between 30 million and 35 million yuan [10] Group 4: Strategic Partnerships and Investments - Shengxin Lithium Energy's subsidiary plans to acquire a 13.93% stake in Huirong Mining for 1.26 billion yuan, aiming for full control [11] - Guangdong Construction won a bid for a project worth 1.524 billion yuan for a lithium battery manufacturing base [11] - Liyade plans to invest up to 100 million yuan in an industrial fund focused on non-listed companies in the commercial aerospace sector [11]

证券日报网讯 2月4日，大北农发布公告称，公司沉痛公告，公司实际控制人、董事长邵根伙先生于 2026年2月3日因病逝世，享年60岁。公司各位董事、高级管理人员及全体员工对邵根伙先生的逝世表示 深切哀悼和缅怀！邵根伙先生持有的公司股份将按照法律、法规办理相关手续，公司将及时履行信息披 露义务。邵根伙先生逝世后，公司现任董事人数由9人减少至8人，不会导致公司董事会成员低于法定最 低人数。根据《公司章程》的规定，由公司副董事长张立忠先生代行董事长职责，直至公司董事会选举 新任董事长为止。目前，公司董事会、高级管理人员正常履职，公司各项经营业务正常开展。 （编辑 任世碧） ...

Company Dynamics - The chairman of Beijing Dabeinong Technology Group Co., Ltd., Shao Genhuo, passed away on February 3, 2026, at the age of 60, prompting the company to express deep condolences by adjusting its website to a black-and-white interface and displaying his portrait [2] - Shao Genhuo, born in Jinhua, Zhejiang, entered Zhejiang Agricultural University in 1982 and later completed his doctoral studies at China Agricultural University, becoming one of the early agricultural PhDs in China [2] - In 1993, he founded Beijing Dabeinong Feed Technology Co., Ltd. with an initial capital of 20,000 yuan, which later evolved into Dabeinong Group, adhering to the philosophy of "serving the country and promoting agriculture" [2] - Dabeinong has expanded from the feed industry to multiple sectors, including seed industry, animal health, and vaccines, establishing itself as a leading enterprise in China's agricultural technology sector [2] - As of the end of 2024, Dabeinong has developed three core business segments: feed, seed, and pig farming, with feed production capacity exceeding 10 million tons and an annual pig output of 6.4 million heads [2] Management Philosophy and Social Responsibility - Shao Genhuo's management philosophy was forward-looking, exemplified by the employee stock ownership plan launched in 2014, where he distributed 6% of his shares (valued at over 1.3 billion yuan) to 3,000 employees, transitioning the company's governance from a family-based model to a platform-based one [3] - Dabeinong has demonstrated a strong sense of social responsibility, with special scholarships totaling over 45 million yuan benefiting more than 36,000 agricultural university students and faculty [3] - Shao Genhuo ranked high on the Harvard China Charity List, with personal donations totaling 150 million yuan in 2021, including a 10 million yuan donation to Xiamen University, reflecting his commitment to "serving the country and promoting agriculture" [3]

2月4日，北京大北农（002385）科技集团股份有限公司发布公告称，该公司实际控制人、董事长邵根伙先生于2026年2月3日因 病逝世，享年60岁。4日下午，南都记者留意到，该集团官网已变黑白色。 公告称邵根伙先生逝世后，该公司现任董事人数由9人减少至8人，不会导致公司董事会成员低于法定最低人数。根据《公司章 程》的规定，由公司副董事长张立忠先生代行董事长职责，直至公司董事会选举新任董事长为止。 公开资料显示，邵根伙1965年7月29日出生于浙江金华，毕业于中国农业大学，是中国第一个猪营养学博士。 1993年，邵根伙辞去北京农学院教师职务，创办大北农集团。据该企业官网介绍，大北农集团是一家农业高科技企业，产业布 局涵盖作物、饲料、养殖、动保等多个领域，拥有300多家生产基地和300多家分子公司。 南方都市报(nddaily)报道 ▊ 阅读更多(戳下方标题) CLA 12 3 他被司号 校 少年 京 示 点击图片阅读 微信:处置元皇遭规链接 点击图片阅读 省会宣布: 连续17天 地铁公交免费4 点击图片阅读 >天起 东人煲汤清调整 F J 点击图片阅读 深圳官方通报: 经营异常 农我容公司， 開出物品 点击图片阅 ...

大北农集团2月4日发布公告，北京大北农科技集团股份有限公司实际控制人、董事长邵根伙先生于2026年2月3日因病逝世，享年60岁。 编辑：韩娇娇 责编：王珊珊 | | | 据介绍，邵根伙出生于1965年7月29日，汉族，中共党员。 他1991年从中国农业大学博士毕业，成为中国第一个猪营养学博士，曾任教北京农学院，1993年辞职后创办大北农集团。 经过30多年的发展，大北农集团产业布局涵盖作物、饲料、养殖、动保等多个领域，拥有300多家生产基地和300多家分子公司。 目前，大北农集团官网已变黑白。 ...

突传噩耗。 2月4日，大北农（002385）发布公告称，公司实际控制人、董事长邵根伙先生于2026年2月3日因病逝世，享年60岁。 大北农2024年年报显示，邵根伙，1965年生，中共党员，中国农业大学农学博士。曾任教于北京农学院。1994年10月创建北京大北农科技集团股 份有限公司。曾荣获"全国民营科技企业家"、"全国优秀农业科技工作者"、"北京市有突出贡献的科学、技术、管理人才"、"中关村二十大新领 军人物"、"'感动海淀'文明人物"、"中关村高聚领军企业家"等荣誉称号。 目前，大北农官网已经发布缅怀海报。 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 煤炭板块，涨停潮！ 丨 芯片股大跌！ 丨 明日复 牌！603616、300912，重大资产重组！ 丨 周生生公布检测报告 丨 002462，明日复牌！实控人或变更为北京市国资委 丨 A股利好！上交所最新发布，新 开户数同比增超200%！ 丨 "十五五"首个中央一号文件发布 丨 A股，强势反弹！超4800股上涨 丨 国际黄金、白银狂拉！交易所出手，密集调整→ 丨 寒武 纪，紧急声明！ 丨 "寒王"， ...

Core Viewpoint - The passing of Shao Genhuo, the chairman and actual controller of Beijing Dabeinong Technology Group Co., Ltd., marks a significant loss for the company and the agricultural technology industry in China [1][2]. Group 1: Company Overview - Dabeinong was founded in December 1993 by Shao Genhuo with an initial capital of 20,000 yuan, starting as a feed technology company and expanding into seed, animal health, plant protection, and vaccine sectors [2][3]. - The company went public in 2010 on the Shenzhen Stock Exchange and has since become a leading enterprise in the agricultural technology sector, maintaining a dominant position in the feed industry and developing growth engines in seed and pig farming [2][3]. - As of the end of 2024, Dabeinong's feed production capacity exceeds 10 million tons annually, with operations in 28 provinces and over 100 production bases [3]. Group 2: Business Expansion and Achievements - Dabeinong's seed business focuses on major crops such as corn, rice, and soybeans, with a resource bank capable of preserving over 100,000 samples and various research platforms established [3]. - The company's pig farming operations cover 22 provinces, collaborating with over 2,000 ecological farms, achieving an annual output of 6.4 million pigs [3]. Group 3: Philanthropy and Social Responsibility - Dabeinong has invested in agricultural education through scholarships and awards, with a total disbursement exceeding 45 million yuan and benefiting over 36,000 individuals by the end of 2024 [3]. - Shao Genhuo ranked among the top five in the Harvard University China Charity List based on his generous donations, including a notable contribution of 100 million yuan to Xiamen University [4].