证券代码：002548 证券简称：金新农 公告编号：2025-072 深圳市金新农科技股份有限公司 2025 年 09 月生猪销售简报 | | 时间 | | 生猪销售数量（万头） | | 生猪销售收入（万元） | | 商品猪价格 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | （元/公斤） | | | | | 当月 | 累计 | 当月 | 累计 | 当月 | | 2024 | 年 09 | 月 | 9.39 | 88.60 | 15,053.65 | 122,849.73 | 18.95 | | 2024 | 年 10 | 月 | 9.75 | 98.35 | 13,373.41 | 136,223.14 | 18.12 | | 2024 | 年 11 | 月 | 9.22 | 107.57 | 13,515.78 | 149,738.93 | 17.09 | | 2024 | 年 12 | 月 | 12.53 | 120.10 | 14,939.85 | 164,678.77 | 15.39 | | 2025 | 年 0 ...

Core Viewpoint - Jin Xin Nong's stock performance shows a slight increase, but financing activities indicate a net outflow, suggesting potential liquidity concerns [1][2]. Financing Summary - On September 30, Jin Xin Nong's stock rose by 0.80%, with a trading volume of 153 million yuan. The financing buy-in amount was 13.52 million yuan, while the financing repayment was 28.62 million yuan, resulting in a net financing outflow of 15.09 million yuan [1]. - As of September 30, the total financing and securities lending balance for Jin Xin Nong was 183 million yuan, with the financing balance accounting for 4.52% of the circulating market value, which is below the 40th percentile level over the past year, indicating a low financing position [1]. - The securities lending data shows no shares were sold or repaid on September 30, with a remaining securities lending balance of 1,006 yuan, which is above the 70th percentile level over the past year, indicating a high securities lending position [1]. Business Performance Summary - As of August 20, the number of shareholders for Jin Xin Nong was 44,500, a decrease of 3.35% from the previous period, while the average circulating shares per person increased by 3.47% to 18,064 shares [2]. - For the first half of 2025, Jin Xin Nong reported operating revenue of 2.376 billion yuan, a year-on-year increase of 10.38%. However, the net profit attributable to the parent company was a loss of 23.51 million yuan, although this represented a 43.74% improvement compared to the previous year [2]. - Since its A-share listing, Jin Xin Nong has distributed a total of 368 million yuan in dividends, with no dividends paid in the last three years [2]. Shareholding Structure Summary - As of June 30, 2025, the second-largest circulating shareholder of Jin Xin Nong was the Guotai Zhongzheng Livestock Breeding ETF, holding 8.0051 million shares, an increase of 307,900 shares from the previous period. Meanwhile, the CITIC Prudential Multi-Strategy Mixed Fund has exited the top ten circulating shareholders [2].

Core Viewpoint - The company announced that its controlling shareholder, Guangzhou Jinnong Industrial Investment Partnership, reduced its stake in the company through a centralized bidding process, resulting in a decrease in shareholding percentage without affecting control [1] Summary by Relevant Sections - **Shareholding Changes** - The controlling shareholder reduced its holdings by 556,200 shares, changing its ownership from 32.2750% to 31.3552% [1] - Prior to the reduction, the total share capital of the company was 805 million shares, which increased to 828 million shares post-reduction [1] - The number of shares held by Jinnong Industrial Investment Partnership remained unchanged at 260 million shares [1] - **Impact on Company Control** - The reduction in shareholding does not lead to any change in the company's control [1]

| 1．基本情况 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | 广州金农产业投资合伙企业（有限合伙） | | | | | | | | 住所 | 广州市天河区林和西路 161 号中泰国际广场写字楼 | | | | | | 32 层 | | | 3201 室 | 自编 | A07 | | | | | | 权益变动时间 | 自 年 月 22 09 24 | 年 2024 | 02 | 月 | 日至 | 2025 | 日 | | 权益变动过程 | 02 月 日，公司披露《关于公司控股股东持 | 2024 | 年 | | 22 | | | 1 证券代码：002548 证券简称：金新农 公告编号：2025-071 深圳市金新农科技股份有限公司 关于控股股东权益变动触及 1%整数倍的公告 控股股东广州金农产业投资合伙企业（有限合伙）保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳市金新农科技股份有限公司（以下 ...

证券之星消息，9月25日饲料板块较上一交易日下跌0.51%，金新农领跌。当日上证指数报收于3853.3， 下跌0.01%。深证成指报收于13445.9，上涨0.67%。饲料板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300673 佩蒂股份 | | = 500.52万 | 5.83% | -89.02万 | -1.04% | -411.50万 | -4.79% | | 301498 乖宝宠物 | | -14.18万 | -0.08% | 627.91万 | 3.66% | -613.73万 | -3.58% | | 603609 禾丰股份 | | -57.46万 | -1.70% | 450.33万 | 13.31% | -392.87万 | -11.61% | | 002696 目洋股份 | | -65.13万 | -2.46% | 225.87万 | 8.52% | -160.74万 | ...

Group 1 - The core viewpoint of the news is that Jin Xin Nong's stock has experienced fluctuations, with a recent decline of 2.12% and a year-to-date increase of 28.21% [1] - As of September 23, the stock price is reported at 5.09 yuan per share, with a total market capitalization of 40.98 billion yuan [1] - The company has seen a net outflow of main funds amounting to 398.23 million yuan, with significant buying and selling activities recorded [1] Group 2 - Jin Xin Nong's main business involves the research, production, and sales of pig feed products, with revenue composition including 49.43% from pig feed, 32.10% from live pigs, and other feed categories [1] - The company belongs to the agricultural sector, specifically in the feed and livestock feed industry, and is associated with concepts such as pork, ecological agriculture, and feed [2] - As of August 20, the number of shareholders has decreased to 44,500, with an increase in average circulating shares per person [2] Group 3 - Since its A-share listing, Jin Xin Nong has distributed a total of 368 million yuan in dividends, with no dividends paid in the last three years [3] - As of June 30, 2025, the second-largest circulating shareholder is Guotai Zhongzheng Livestock Breeding ETF, holding 8.0051 million shares, an increase from the previous period [3]

Group 1 - The company has completed the registration of stock options under the 2025 stock option and restricted stock incentive plan, granting a total of 11.63 million stock options to 26 eligible participants [2][4][17] - The stock options were granted on August 12, 2025, with a registration completion date of September 22, 2025, and an exercise price of 3.93 yuan per share [4][17] - The incentive plan has undergone necessary procedures, including board meetings and public announcements, with no objections raised during the public notice period [3][5][27] Group 2 - The company has also completed the registration of restricted stock under the same incentive plan, granting a total of 23.08 million shares to 154 eligible participants, with a grant price of 1.97 yuan per share [24][25] - The restricted stock was granted on August 12, 2025, and is set to be listed on September 25, 2025 [24][35] - The incentive plan includes performance assessments at both company and individual levels, affecting the conditions for exercising stock options and lifting restrictions on restricted stocks [30][32][12] Group 3 - The total number of stock options granted is 11.63 million, while the total number of restricted stocks granted is 23.08 million, indicating a significant commitment to incentivizing key personnel [4][24] - The company will recognize the costs associated with these stock options and restricted stocks over time, impacting its financial performance [19][41] - The public offering of these stocks will not affect the company's compliance with listing conditions or change the controlling shareholder [33][36]

Core Points - The company has completed the registration of the first grant of restricted stock under the 2025 stock option and restricted stock incentive plan [2] - The listing date for the first grant of restricted stock is set for September 25, 2025 [2] - A total of 23.08 million shares of restricted stock have been granted to 154 eligible incentive recipients [2]

1、2025 年 07 月 11 日公司召开董事会薪酬与考核委员会 2025 年第二次会 议，2025 年 07 月 14 日公司召开第六届监事会第十一次临时会议，审议通过《关 于<2025 年股票期权与限制性股票激励计划（草案）>及摘要的议案》《关于<2025 年股票期权与限制性股票激励计划实施考核管理办法>的议案》《关于<2025 年 股票期权与限制性股票激励计划激励对象名单>的议案》。公司董事会薪酬与考 核委员会与监事会就本次激励计划相关事项发表核查意见。 证券代码：002548 证券简称：金新农 公告编号：2025-069 深圳市金新农科技股份有限公司 关于 2025 年股票期权与限制性股票激励计划之股票期权 授予登记完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： 深圳市金新农科技股份有限公司（以下简称公司）根据中国证券监督管理委 员会《上市公司股权激励管理办法》、深圳证券交易所、中国证券登记结算有限 责任公司深圳分公司有关业务规则的规定，已完成了 2025 年股票期权与限制性 股票激励计划（以下简称本激励计划）股票期权授予 ...

证券代码：002548 证券简称：金新农 公告编号：2025-070 深圳市金新农科技股份有限公司 关于 2025 年股票期权与限制性股票激励计划之首次授予 限制性股票登记完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： 深圳市金新农科技股份有限公司（以下简称公司）根据中国证券监督管理委 员会《上市公司股权激励管理办法》、深圳证券交易所、中国证券登记结算有限 责任公司深圳分公司有关业务规则的规定，已完成了 2025 年股票期权与限制性 股票激励计划（以下简称本激励计划）限制性股票首次授予登记的工作，首次授 予的限制性股票上市日为 2025 年 09 月 25 日，公司向符合授予条件的 154 名激 励对象授予 2,308.00 万股限制性股票，现将有关情况公告如下： 一、本激励计划已履行的程序 1、2025 年 07 月 11 日公司召开董事会薪酬与考核委员会 2025 年第二次会 议，2025 年 07 月 14 日公司召开第六届监事会第十一次临时会议，审议通过《关 于<2025 年股票期权与限制性股票激励计划（草案）>及摘要的议案 ...