证券代码：002385 证券简称：大北农 公告编号：2026-009 北京大北农科技集团股份有限公司 关于公司实际控制人、董事长逝世的公告 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。 特此公告。 北京大北农科技集团股份有限公司董事会 2026 年 2 月 4 日 1 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。 北京大北农科技集团股份有限公司（以下简称"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！ ...

格隆汇2月4日丨大北农(002385.SZ)公布，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！ ...

大北农公告，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。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。公司现任董事人数由9人减少至8人，副董事长张立忠先 生代行董事长职责。公司董事会、高级管理人员正常履职，各项经营业务正常开展。 ...

（文章来源：证券日报） 证券日报网讯 2月3日，大北农在互动平台回答投资者提问时表示，根据《深圳证券交易所股票上市规 则》，不存在触发ST风险警示的情形。 ...

Group 1 - The company, Dabeinong, is actively exploring smart breeding and has begun small-scale applications of this technology [2]

Core Viewpoint - The Biotech Economy Index (970038) experienced a decline of 2.99%, closing at 2139.16 points on February 2, with a total trading volume of 26.538 billion yuan and a turnover rate of 2.97% [1] Group 1: Index Performance - On the day, only 2 out of the index's constituent stocks rose, with Aimeike leading the gain at 1.01%, while 48 stocks fell, with Dabeinong leading the decline at 10.02% [1] Group 2: Capital Flow - The net outflow of main funds from the Biotech Economy Index constituents totaled 1.249 billion yuan, while the net inflow from speculative funds was 262 million yuan, and the net inflow from retail investors was 988 million yuan [2]

Market Overview - The feed sector experienced a decline of 2.43% on February 2, with Da Bei Nong leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Individual Stock Performance - Da Bei Nong (002385) closed at 4.13, down 10.02%, with a trading volume of 4.442 million shares and a transaction value of 1.858 billion yuan [1] - Ao Nong Biological (603363) closed at 4.11, down 5.73%, with a trading volume of 793,800 shares and a transaction value of 331 million yuan [1] - Jin Xin Nong (002548) closed at 6.45, down 3.87%, with a trading volume of 501,200 shares and a transaction value of 331 million yuan [1] - Tian Ma Technology (603668) closed at 14.85, down 3.70%, with a trading volume of 189,100 shares and a transaction value of 283 million yuan [1] - Other notable declines include Bang Ji Technology (603151) down 3.62% and Tian Kang Biological (002100) down 3.31% [1] Capital Flow Analysis - The feed sector saw a net outflow of 338 million yuan from main funds, while retail investors contributed a net inflow of 249 million yuan [1] - The table indicates that Hai Da Group (002311) had a main fund net inflow of 5.8557 million yuan, while other companies like Lu Si Co. (920419) experienced significant net outflows [2] - Retail investors showed a net inflow in several stocks, including Bang Ji Technology (603151) with 262.63 million yuan [2]

Core Viewpoint - Dabeinong (002385) maintains a stable operation and adheres to compliance principles, strictly following relevant laws and regulations [1] Group 1 - The company emphasizes its commitment to stable business operations [1] - Dabeinong reassures investors about its adherence to compliance and legal regulations [1]

Market Overview - On February 2, the A-share market experienced a significant adjustment, with all three major indices falling over 2%, and the Sci-Tech 50 Index dropping over 3% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.61 trillion yuan, a decrease of 255.8 billion yuan compared to the previous trading day [1] - More than 4,600 stocks in the market declined, with 123 stocks hitting the daily limit down [1] Sector Performance - The liquor sector showed resilience, with Huangtai Liquor (000995) achieving three consecutive limit-up days, and Jinhuijiu (603919) recording two limit-up days in three days [1] - The electric grid equipment sector performed well against the trend, with multiple stocks such as Hancable (002498) and Baiyun Electric (603861) hitting the limit-up [1] - Conversely, the storage chip sector faced a severe downturn, with stocks like Zhaoyi Innovation (603986) and Kaipu Cloud hitting the limit down, and Huahong Semiconductor dropping over 12% [1] - The non-ferrous metals sector also suffered significant losses, with stocks like Sichuan Gold (001337) and Chifeng Gold (600988) hitting the limit down [1] Commodity Market - On February 2, spot gold prices fell below $4,500 per ounce for the first time since January 9, closing around $4,528 per ounce [2] - Spot silver also dropped significantly, falling over 12% to around $72 per ounce [2] - The sell-off in precious metals extended to other commodities, with over 10 futures contracts, including gold, silver, and crude oil, hitting limit down [2] - Gold-themed funds experienced widespread limit downs, with all seven gold ETFs and multiple other gold-related funds hitting the limit down [2] Oil Market - International oil prices continued to decline, with WTI and Brent crude both dropping over 5%, settling at $61 per barrel and $65 per barrel, respectively [3] - The agricultural sector also faced declines, with stocks like Dabeinong (002385) and Xiamen Xiangyu (600057) hitting the limit down [3]

Investment Rating - Industry Rating: Recommended [3] Core Insights - The report highlights the implementation of a national seed market inspection for spring crops, focusing on key crops such as corn, soybeans, rice, cotton, potatoes, and vegetables. This initiative aims to ensure seed quality and combat counterfeit products, which is expected to enhance the planting industry chain [1][11]. - The report anticipates a continued acceleration in the commercialization of genetically modified (GM) seeds, which is crucial for improving self-sufficiency rates in key varieties. The upcoming central document is expected to catalyze the seed industry sector [1][11]. - In the pig farming sector, the average price of live pigs has decreased to 12.61 CNY/kg, reflecting a 2.91% week-on-week decline. This trend is attributed to seasonal consumption patterns and inventory adjustments post-holiday [2][12]. - The report suggests that the pig farming sector may see accelerated capacity reduction as it enters a traditional off-season for pork consumption, presenting potential investment opportunities [2][12]. Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs has initiated a seed market inspection to ensure the safety of seeds for spring production, focusing on major crops [1][11]. - The emphasis on GM technology is expected to revolutionize yield improvements and enhance self-sufficiency in key crops [1][11]. - Recommended stocks in the planting sector include Beidahuang and Suqian Agricultural Development, with a focus on companies with significant first-mover advantages in the seed industry such as Dabeinong and Longping High-Tech [1][11]. Pig Farming - The average price of live pigs is currently 12.61 CNY/kg, with a notable week-on-week decline of 2.91% due to seasonal factors and inventory management [2][12]. - The number of breeding sows has decreased to 39.61 million, reflecting a 2.9% year-on-year decline, indicating a trend towards capacity reduction [2][12]. - Recommended stocks in the pig farming sector include Lihua Agricultural, Muyuan Foods, and Shuanghui Development, among others [2][12]. Key Agricultural Product Data Tracking - Corn: The average price is 2377.26 CNY/ton, with a week-on-week increase of 0.32% [26]. - Wheat: The average price is 2529.67 CNY/ton, with a week-on-week increase of 0.18% [29]. - Soybeans: The average price is 4072.11 CNY/ton, remaining stable week-on-week [41]. - Cotton: The average price is 15750 CNY/ton, with a week-on-week increase of 0.56% [46]. Feed and Vitamin Prices - The average price of pig feed is 2.65 CNY/kg, stable week-on-week [53]. - Vitamin E averages 55.30 CNY/kg, reflecting a week-on-week increase of 1.47% [63].