2025年8月参股公司生猪销售数量为34.83万头，销售收入5.99亿元。其中销售数量环比增长14.57%，同比增长83.90%；销售收入环比增长9.71%，同比增长27.72%；商品肥猪出栏均重12 2025年1-8月，参股公司累计销售生猪234.20万头，同比增长55.82%。累计销售收入41.28亿元，同比增长43.04%。 格隆汇9月8日丨大北农(002385.SZ)公布，公司控股及参股公司生猪销售数量当月合计为70.05万头，1-8月累计为512.91万头；销售收入当月合计为11.21亿元，1-8月累计为84.85亿元 2025年8月控股公司生猪销售数量为35.22万头，销售收入5.22亿元。其中销售数量环比增长21.45%，同比增长53.93%；销售收入环比增长19.18%，同比增长-0.38%；商品肥猪出栏均重1 2025年1-8月，控股公司累计销售生猪278.71万头，同比增长25.03%。累计销售收入43.57亿元，同比增长17.09%。 ...

（文章来源：证券日报） 证券日报网讯大北农9月8日在互动平台回答投资者提问时表示，公司严格按照法律法规和会计准则进行 信息披露和财务管理。公司将继续做好经营管理，争取创造良好业绩回报投资者。 ...

大北农（002385）(002385.SZ)发布公告，公司控股及参股公司生猪销售数量当月合计为70.05万头，1-8 月累计为512.91万头;销售收入当月合计为11.21亿元，1-8月累计为84.85亿元;公司控股及参股公司商品 肥猪当月均价为13.55元/公斤。公司控股及参股公司销售情况如下： 1、2025年8月控股公司生猪销售数量为35.22万头，销售收入5.22亿元。其中销售数量环比增长 21.45%，同比增长53.93%;销售收入环比增长19.18%，同比增长-0.38%;商品肥猪出栏均重126.91公斤， 销售均价13.67元/公斤。2025年1-8月，控股公司累计销售生猪278.71万头，同比增长25.03%。累计销售 收入43.57亿元，同比增长17.09%。 2、2025年8月参股公司生猪销售数量为34.83万头，销售收入5.99亿元。其中销售数量环比增长 14.57%，同比增长83.90%;销售收入环比增长9.71%，同比增长27.72%;商品肥猪出栏均重127.53公斤， 销售均价13.44元/公斤。2025年1-8月，参股公司累计销售生猪234.20万头，同比增长55.82%。累计销售 ...

大北农9月8日公告，公司控股及参股公司生猪销售数量8月合计为70.05万头，1-8月累计为512.91万头； 销售收入8月合计为11.21亿元，1-8月累计为84.85亿元；公司控股及参股公司商品肥猪当月均价为13.55 元/公斤。 ...

格隆汇9月8日丨大北农(002385.SZ)公告称，公司控股及参股公司生猪销售数量8月合计为70.05万头，1- 8月累计为512.91万头；销售收入8月合计为11.21亿元，1-8月累计为84.85亿元；公司控股及参股公司商 品肥猪当月均价为13.55元/公斤。 ...

一、2025年8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 70.05 万头，1-8 月累计为 512.91 万 头；销售收入当月合计为 11.21亿元，1-8月累计为 84.85亿元；公司控股及参股公司商 品肥猪当月均价为 13.55元/公斤。公司控股及参股公司销售情况如下： 1、2025年 8月控股公司生猪销售数量为 35.22 万头，销售收入 5.22 亿元。其中销 售数量环比增长 21.45%，同比增长 53.93%；销售收入环比增长 19.18%，同比增长 -0.38%；商品肥猪出栏均重 126.91公斤，销售均价 13.67元/公斤。 2025年 1-8月，控股公司累计销售生猪 278.71万头，同比增长 25.03%。累计销售收 入 43.57亿元，同比增长 17.09%。 证券代码：002385 证券简称：大北农 公告编号：2025-077 北京大北农科技集团股份有限公司 2025年8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。 2、2025年 8 月参股公司生猪销售数量为 34.83 万头，销售收入 5 ...

Summary of Key Points Core Viewpoint - 大北农's pig sales performance shows significant growth in both monthly and cumulative figures for 2025, indicating a strong demand in the market and effective sales strategies [1][2]. Group 1: Sales Performance - In August 2025, the total pig sales quantity for 大北农's controlling and affiliated companies reached 700,500 heads, with a monthly sales revenue of 1.121 billion yuan [1]. - Cumulatively, from January to August 2025, the total pig sales quantity was 5.1291 million heads, generating a total sales revenue of 8.485 billion yuan [1]. Group 2: Controlling Company Performance - The controlling company sold 352,200 heads in August 2025, with a sales revenue of 522 million yuan, reflecting a month-on-month sales quantity increase of 21.45% and a year-on-year increase of 53.93% [1]. - For the period from January to August 2025, the controlling company achieved cumulative sales of 2.7871 million heads, marking a year-on-year growth of 25.03%, with total sales revenue of 4.357 billion yuan, up 17.09% year-on-year [1]. Group 3: Affiliated Company Performance - The affiliated company sold 348,300 heads in August 2025, generating a sales revenue of 599 million yuan, with a month-on-month sales quantity increase of 14.57% and a year-on-year increase of 83.90% [2]. - From January to August 2025, the affiliated company sold a total of 2.342 million heads, reflecting a year-on-year growth of 55.82%, with total sales revenue of 4.128 billion yuan, up 43.04% year-on-year [2].

人民财讯9月8日电，大北农（002385）9月8日晚间公告，公司控股及参股公司生猪销售数量8月合计为 70.05万头，1—8月累计为512.91万头；销售收入8月合计为11.21亿元，1—8月累计为84.85亿元；公司控 股及参股公司商品肥猪当月均价为13.55元/公斤。2025年8月，生猪销售数量同比增长主要是因为产能 逐步释放所致。 ...

2025年8月控股公司生猪销售数量为35.22万头，销售收入5.22亿元。其中销售数量环比增长21.45%，同 比增长53.93%；销售收入环比增长19.18%，同比增长-0.38%；商品肥猪出栏均重126.91公斤，销售均价 13.67元/公斤。 2025年1-8月，控股公司累计销售生猪278.71万头，同比增长25.03%。累计销售收入43.57亿元，同比增 长17.09%。 格隆汇9月8日丨大北农(002385.SZ)公布，公司控股及参股公司生猪销售数量当月合计为70.05万头，1-8 月累计为512.91万头；销售收入当月合计为11.21亿元，1-8月累计为84.85亿元；公司控股及参股公司商 品肥猪当月均价为13.55元/公斤。 2025年1-8月，参股公司累计销售生猪234.20万头，同比增长55.82%。累计销售收入41.28亿元，同比增 长43.04%。 2025年8月参股公司生猪销售数量为34.83万头，销售收入5.99亿元。其中销售数量环比增长14.57%，同 比增长83.90%；销售收入环比增长9.71%，同比增长27.72%；商品肥猪出栏均重127.53公斤，销售均价 13.44元/公 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The report highlights that the profitability of the breeding chain is expected to see significant growth in H1 2025, with the pet sector maintaining its high prosperity [3][20] - The preliminary ruling on anti-dumping measures against EU pork imports is anticipated to drive domestic pork prices upward, presenting a good opportunity for investment in the pig farming sector [4][14] - The report emphasizes a dual driving force from both fundamental and policy aspects, suggesting that pig prices are likely to rise in H2 2025, improving the investment logic in the pig farming sector [20] Summary by Sections Weekly Observation - The Ministry of Commerce has announced preliminary anti-dumping measures on EU pork imports, with a guarantee deposit rate ranging from 15.6% to 62.4% [4][13] - The domestic pork and pork offal import volume reached 1.15 million tons in H1 2025, with EU imports accounting for 52% [14][16] Market Performance (Sept 1 - Sept 5) - The agricultural index underperformed the market by 0.15 percentage points, with the Shanghai Composite Index down 1.18% and the agricultural index down 1.32% [6][24] - The pet food sector led the gains among sub-sectors, with notable increases in individual stocks such as Yuegui Co. (+13.19%) and Honghui Fruits (+9.23%) [6][24][29] Price Tracking (Sept 1 - Sept 5) - The average price of live pigs was 13.77 yuan/kg, up 0.11 yuan/kg from the previous week, while the average price of piglets was 25.4 yuan/kg, down 1.74 yuan/kg [7][35] - The price of corn futures increased by 1.46% to 2219.00 yuan/ton, and soybean meal futures rose by 1.60% to 2536.00 yuan/ton [47][48] Key News (Sept 1 - Sept 5) - The Ministry of Agriculture reported a 5.3% month-on-month increase in the slaughter volume of designated pig slaughtering enterprises in July 2025 [30] - The report indicates that the domestic pig farming sector is expected to benefit from the anti-dumping measures, leading to a potential increase in domestic pork prices [4][14] Investment Recommendations - Recommended stocks in the pig farming sector include Muyuan Foods, Wens Foodstuff Group, and Juxing Agriculture [20] - In the feed sector, companies like Haida Group and New Hope Liuhe are recommended due to strong domestic and overseas demand [20][23]