Core Viewpoint - The sales reports of A-share listed pig companies for September 2025 indicate a downward trend in sales prices, with varying changes in sales volume and revenue among different companies [2][7]. Group 1: Sales Performance of Major Companies - Tianbang Food reported sales of 612,700 pigs in September 2025, with a revenue of 634 million yuan and an average selling price of 13.69 yuan/kg, showing a month-on-month decrease in average price by 8.88% [4]. - Dabeinong's sales for September 2025 were 373,700 pigs, generating a revenue of 541 million yuan, with a sales price of 12.91 yuan/kg, reflecting a year-on-year increase in sales volume by 33.08% but a revenue decrease of 6.24% [4]. - Muyuan Foods sold 5.573 million pigs in September 2025, with a revenue of 9.066 billion yuan and an average price of 12.88 yuan/kg, showing a significant year-on-year price drop of 30.94% [5]. - Wens Foodstuffs sold 3.3253 million pigs, generating 4.975 billion yuan in revenue, with an average price of 13.18 yuan/kg, indicating a year-on-year revenue decline of 30.81% [5]. - New Hope sold 1.3942 million pigs, with a revenue of 1.746 billion yuan and an average price of 12.89 yuan/kg, showing a year-on-year price drop of 31.47% [6]. Group 2: Market Price Trends - Since October, pig prices have continued to decline, with the market price dropping to 12.50 yuan/kg by October 10, 2025, down from 12.59 yuan/kg at the end of September [9]. - The wholesale price of pork has also decreased, reaching 18.85 yuan/kg by October 10, 2025, compared to 19.40 yuan/kg at the end of September [9]. - Futures prices for live pigs have seen a significant drop, with a cumulative decline of about 9% in September and over 8% in the first two trading days of October [10]. Group 3: Future Price Outlook - Long-term forecasts suggest that the pig farming industry is entering a pressure period, with potential for continued price declines, although government policies may mitigate the duration and extent of this pressure [12]. - Mid-term expectations indicate that pig prices may remain under pressure for the next three months due to supply and demand dynamics, with larger scale farming operations dominating the market [12]. - Current market conditions suggest a loose supply-demand balance, with expectations that pig prices will continue to face downward pressure in October [13].

Group 1 - Jieqiang Equipment has completed the acquisition of 51% stake in Shandong Carbon Seeking, which will now be included in the company's consolidated financial statements [1] - Tonghua Dongbao's insulin injection product has received marketing approval in Myanmar for diabetes treatment [1] - New Light Optoelectronics' actual controller plans to increase shareholding by 5 to 10 million yuan within six months [2] Group 2 - Far East Holdings received contracts worth 1.769 billion yuan in September [3] - Poly Developments reported a 1.84% decrease in signed sales amount in September, totaling 20.531 billion yuan [4] - ST Nuotai expects a net profit increase of 5.62% to 13.74% for Q3 2025 [7] Group 3 - Chongqing Port's controlling shareholder plans to merge with another entity, changing the controlling shareholder to Chongqing Logistics Group [9] - New Energy Company reported a 28.21% increase in cumulative power generation from January to September [11] - Dashiang Co. announced the resignation of its chairman due to personal reasons [12] Group 4 - Liao Port Co. announced the resignation of a non-executive director due to work changes [13] - Zhongzai Resources received a government subsidy of 5.33 million yuan, accounting for 23.72% of its audited net profit for 2024 [14] - Xiaoming Co. reported a sales revenue of 66.15 million yuan from chicken products in September [15] Group 5 - Tianyi Co. signed a framework contract worth 23.50 million yuan for e-business network terminal production [16] - Jingu Co. signed a strategic cooperation agreement with Ninebot Technology for lightweight materials [18] - Tianbang Foods reported a sales revenue of 634 million yuan from commodity pigs in September [20] Group 6 - Shaanxi Energy's subsidiary received an administrative penalty for safety violations, resulting in a fine of 940,000 yuan [22] - North Bay Port reported a 9% increase in cargo throughput in September [23] - Tangrenshen reported a sales revenue of 639 million yuan from pig sales in September [24] Group 7 - Dabeinong reported a sales revenue of 541 million yuan from pig sales in September [25] - Jiukang Bio obtained four medical device registration certificates [26] - Canan Co. invested 90 million yuan in structured deposits with a bank [27] Group 8 - Zhuhai Port reported a 5.44% decrease in cargo throughput in Q3 [28] - Jinli Yongmag expects a net profit increase of 157% to 179% for the first three quarters [29] - Huamao Logistics' controlling shareholder plans to increase shareholding by 64.5 to 129 million yuan [30] Group 9 - Dongjie Intelligent signed a 50 million yuan contract for intelligent warehousing in the steel industry [31] - Sais Technology signed a cooperation framework agreement with Volcano Engine for intelligent robotics [32] - Huadong Pharmaceutical's subsidiary received approval for clinical trials of a new drug targeting advanced solid tumors [34] Group 10 - TCL Technology completed the acquisition of 80% and 100% stakes in LG Display's subsidiaries for 11.088 billion yuan [34] - Shuangliang Energy won a 419 million yuan EPC project for cooling systems [36] - Ruina Intelligent announced plans for shareholders to reduce their stakes by up to 1.18% [38] Group 11 - Baodi Mining announced plans for shareholders to reduce their stakes by up to 5.45% [40] - Xinyi Technology's shareholders set the transfer price for shares at 328 yuan each [42] - Sunshine Power submitted an application for H-share listing on the Hong Kong Stock Exchange [44] Group 12 - Qisheng Technology's controlling shareholder plans to reduce their stake by up to 3.09% [46] - Wu Ming Kangde sold 30.3 million shares of Wu Ming He Lian through block trading [48] - Qiaoyin Co. announced plans for shareholders to reduce their stakes by up to 6% [49] Group 13 - Muyuan Foods reported a sales revenue of 9.066 billion yuan from commodity pigs in September [51] - Huawang Technology's shareholders plan to reduce their stakes by up to 1.1% [53] - Huaxin Xinchuang received a project notification from Lantu Automotive for display components [54] Group 14 - China Merchants Shekou reported a signed sales amount of 16.698 billion yuan in September [55] - Shao Neng Co. received approval for an antitrust review regarding a share acquisition [57] - Pengding Holdings reported a 6.21% increase in consolidated revenue in September [58] Group 15 - Ganfeng Lithium is advancing its solid-state battery commercialization and strategic investment in the energy storage sector [59]

从资金流向上来看，当日饲料板块主力资金净流入2.1亿元，游资资金净流出9204.2万元，散户资金净流 出1.18亿元。饲料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603363 傲农生物 | | 1.25亿 | 21.95% | -4285.39万 | -7.55% | -8179.88万 | -14.41% | | 002891 中宠股份 | | 1.00亿 | 16.21% | -5697.18万 | -9.22% | -4324.54万 | -7.00% | | 002100 天康生物 | | 6868.94万 | 11.89% | 734.41万 | 1.27% | -7603.35万 | -13.16% | | 002385 | 大北农 | 677.98万 | 2.02% | -499.73万 | -1.49% | -178.25万 | -0.53% | | 301498 乖 ...

Core Viewpoint - Dabeinong (002385.SZ) reported an increase in pig sales and revenue for September 2025, indicating growth in the livestock sector despite a slight decline in revenue year-on-year [1] Sales Performance - In September 2025, the company sold 373,700 pigs, with a sales revenue of 541 million yuan [1] - The sales volume increased by 6.10% month-on-month and 33.08% year-on-year [1] - The sales revenue saw a month-on-month increase of 3.64% but a year-on-year decrease of 6.24% [1] Year-to-Date Performance - From January to September 2025, the company sold a total of 3.1608 million pigs, representing a year-on-year growth of 25.93% [1] - The cumulative sales revenue for the same period reached 4.898 billion yuan, reflecting a year-on-year increase of 13.96% [1] Pricing and Weight Metrics - The average weight of the sold pigs was 128.86 kg, with an average selling price of 12.91 yuan per kg [1]

北京大北农科技集团股份有限公司 2025年9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9月份生猪销售情况 2025年 9月控股公司生猪销售数量为 37.37万头，销售收入 5.41亿元。其中销售数 量环比增长 6.10%，同比增长 33.08%；销售收入环比增长 3.64%，同比增长-6.24%；商 品肥猪出栏均重 128.86公斤，销售均价 12.91元/公斤。 2025年 1-9月，控股公司累计销售生猪 316.08万头，同比增长 25.93%。累计销售收 入 48.98亿元，同比增长 13.96%。 上述数据包括公司及下属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。 证券代码：002385 证券简称：大北农 公告编号：2025-083 | 项目 | | 生猪销售数量（万头） | 生猪销售收入 | （亿元） | 育肥猪价格 | | --- | --- | --- | -- ...

1-9月，控股公司累计销售生猪316.08万头，同比增长25.93%。累计销售收入48.98亿元，同比增长 13.96%。 大北农（002385）(002385.SZ)发布2025年9月份生猪销售情况简报，9月控股公司生猪销售数量为37.37 万头，销售收入5.41亿元。其中销售数量环比增长6.10%，同比增长33.08%;销售收入环比增长3.64%， 同比增长-6.24%;商品肥猪出栏均重128.86公斤，销售均价12.91元/公斤。 ...

1-9月，控股公司累计销售生猪316.08万头，同比增长25.93%。累计销售收入48.98亿元，同比增长 13.96%。 智通财经APP讯，大北农(002385.SZ)发布2025年9月份生猪销售情况简报，9月控股公司生猪销售数量为 37.37万头，销售收入5.41亿元。其中销售数量环比增长6.10%，同比增长33.08%;销售收入环比增长 3.64%，同比增长-6.24%;商品肥猪出栏均重128.86公斤，销售均价12.91元/公斤。 ...

北京大北农科技集团股份有限公司 非金融企业债务融资工具信息披露事务管理制度 第一章 总则 第一条 为规范北京大北农科技集团股份有限公司（以下简称"公司"或"本 公司"）在银行间债券市场发行非金融企业债务融资工具的信息披露行为，保护 投资者的合法权益，根据中国人民银行《银行间债券市场非金融企业债务融资工 具管理办法》（中国人民银行令[2008]第 1 号）、《公司信用类债券信息披露管 理办法》、中国银行间市场交易商协会（以下简称"交易商协会"）《银行间债 券市场非金融企业债务融资工具信息披露规则》（以下简称"《信息披露规则》"） 等相关法律法规的要求，制定本制度。 第二条 本制度中所称"非金融企业债务融资工具"（以下简称"债务融资 工具"）是指在中国银行间债券市场发行的，约定在一定期限内还本付息的有价 证券。 第三条 本制度所称"信息"是指公司作为交易商协会的注册会员，在债务 融资工具发行及存续期内，对发行债务融资工具的非金融企业偿债能力或投资者 权益可能有重大影响的信息以及债务融资工具监管部门要求披露的信息。 本制度所称"信息披露"，是指在债务融资工具发行时或存续期限内，监管 机构要求披露的信息或对投资者做出 ...

北京大北农科技集团股份有限公司 证券代码：002385 证券简称：大北农 公告编号：2025-082 第六届董事会第三十四次（临时）会议决议公告 1、审议通过《非金融企业债务融资工具信息披露事务管理制度》 具体内容详见公司同日在巨潮资讯网（www.cninfo.com.cn）披露的《非金融 企业债务融资工具信息披露事务管理制度》。 表决结果：9 票赞成；0 票反对；0 票弃权。 三、备查文件 1、第六届董事会第三十四次（临时）会议决议。 特此公告。 北京大北农科技集团股份有限公司董事会 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、董事会会议召开情况 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 十四次（临时）会议通知于 2025 年 9 月 30 日以电子邮件的方式发出，会议于 2025 年 10 月 9 日在公司以通讯方式召开，本次会议应出席董事 9 名，实际出席 董事 9 名。本次会议由董事长邵根伙先生主持，公司监事及其他高级管理人员列 席了会议。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 ...

Group 1 - The core viewpoint of the article highlights the growth in China's feed industry, with a projected production of 29.27 million tons in August 2025, reflecting a year-on-year increase of 3.6% [1] - Cumulative feed production from January to August 2025 is reported at 219.49 million tons, showing a cumulative growth of 6.7% [1] Group 2 - Listed companies in the feed industry include New Hope (000876), Haida Group (002311), Tongwei Co., Ltd. (600438), Dabeinong Technology Group (002385), and Yuehai Feed (001313) [1] - The data source for the feed production statistics is the National Bureau of Statistics, with analysis provided by Zhiyan Consulting [2]