Core Viewpoint - The company, Jin Xin Nong, announced its projected sales figures for pigs in October 2025, indicating a total of 162,800 pigs sold, with a sales revenue of 142 million yuan and an average selling price of 11.83 yuan per kilogram for commercial pigs [1] Group 1 - The total pig sales volume is projected to be 162,800 heads, which includes 84,100 commercial pigs, 78,600 piglets, and 10 breeding pigs [1] - The sales revenue from pig sales is expected to reach 142 million yuan [1] - The average selling price for commercial pigs is set at 11.83 yuan per kilogram [1]

Core Viewpoint - The company, Jin Xin Nong, announced its projected pig sales for October 2025, indicating a total of 162,800 pigs, with significant revenue from pig sales [1] Group 1: Sales Volume and Revenue - The projected total pig sales for October 2025 are 162,800 heads, which includes 84,100 commercial pigs, 78,600 piglets, and 100 breeding pigs [1] - The expected sales revenue from pig sales is 141.88 million yuan [1] - The average selling price for commercial pigs is projected to be 11.83 yuan per kilogram [1]

Core Viewpoint - The company, Jin Xin Nong, announced its projected pig sales and revenue for October 2025, indicating a focus on the livestock market and potential growth in sales figures [1] Group 1: Sales Volume - The company expects to sell a total of 162,800 pigs in October 2025, which includes 84,100 commercial pigs, 78,600 piglets, and 10 breeding pigs [1] Group 2: Revenue - The projected sales revenue from pig sales is estimated to be 142 million yuan [1] Group 3: Pricing - The average selling price for commercial pigs is anticipated to be 11.83 yuan per kilogram [1]

Core Viewpoint - Jin Xin Nong (002548) announced its projected pig sales for October 2025, indicating a total of 162,800 pigs, with a significant portion being commercial pigs and piglets [1] Group 1: Sales Volume - The total projected sales volume of pigs for October 2025 is 162,800 heads [1] - Among the total, 84,100 heads are commercial pigs, 78,600 heads are piglets, and 10 heads are breeding pigs [1] Group 2: Revenue and Pricing - The projected sales revenue from pig sales is 142 million yuan [1] - The average selling price for commercial pigs is 11.83 yuan per kilogram [1]

二、风险提示 证券代码：002548 证券简称：金新农 公告编号：2025-081 深圳市金新农科技股份有限公司 2025 年 10 月生猪销售简报 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。 一、生猪销售情况 深圳市金新农科技股份有限公司（以下简称公司）2025 年 10 月生猪销量 16.28 万头（其中商品猪 8.41 万头、仔猪 7.86 万头、种猪 0.01 万头），生猪 销售收入 14,187.76 万元，商品猪销售均价 11.83 元/公斤。 | | 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 10 | 月 | 9.75 | 98.35 | 13,373.41 | 136,223.14 | 18.12 | | 2024 | 年 11 | 月 | 9.22 | 10 ...

金新农公告称，2025年10月生猪销量16.28万头，其中商品猪8.41万头、仔猪7.86万头、种猪0.01万头， 生猪销售收入14,187.76万元，商品猪销售均价11.83元/公斤。2024年10月，公司生猪销量9.75万头，销 售收入13,373.41万元，商品猪销售均价18.12元/公斤。公告提醒，生猪市场价格波动或影响业绩，投资 者需注意风险。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603668 | 天马科技 | 14.42 | -5.81% | 47.83万 | | 6.95 | | 920419 | 路斯股份 | 6181 | -1.41% | 8884.67 | | 1621.65万 | | 603363 | 傲农生物 | 5.22 | -1.32% | 59.78万 | | 3.14亿 | | 002696 | 百洋股份 | 7.01 | -0.99% | 11.81万 ﺏ | | 8224.15万 | | 002100 | 天康生物 | 7.38 | -0.94% | 24.86万 | | 1.84亿 | | 001313 | 都是與國 | 7.30 | -0.27% | 3.74万 | | 2720.84万 | | 000702 | 正虹科技 | 7.33 | -0.27% | 5.90万 | | 4315.24万 | | 002385 | 大北农 | 4.13 | -0.24% | 43.34万 ...

Core Viewpoint - The agricultural, animal husbandry, and fishery sector has seen a midday surge, with the highest "pig content" ETF (159275) experiencing a brief low-level fluctuation before a sudden rise, currently up by 0.2% [1] Group 1: Market Performance - The agricultural, animal husbandry, and fishery ETF (159275) opened with a slight dip but later rose, reflecting a positive market sentiment [1] - Key stocks in the sector, including Brother Technology, Jin Xin Nong, and Mei Hua Biological, saw significant gains, with Brother Technology rising over 5% and several others increasing by more than 1% [1] Group 2: Industry Insights - Recent trends indicate that national pig prices initially rose to 12.35 yuan/kg, a peak for October, but later fell due to insufficient demand and increased market supply [2] - Analysts predict accelerated de-capacity in the pig farming sector, with a focus on biological breeding and the promotion of genetically modified corn [3] - The poultry industry is expected to benefit from price increases in the white feather chicken supply chain due to overseas avian influenza impacts [3] Group 3: Investment Opportunities - The agricultural, animal husbandry, and fishery ETF (159275) is highlighted as a key investment opportunity, tracking the comprehensive agricultural index with significant exposure to leading pig farming companies [5] - The ETF's index shows a price-to-book ratio of 2.56, indicating a relatively low valuation compared to historical levels, suggesting a favorable long-term investment opportunity [3]

Group 1 - The core point of the news is that Jin Xin Nong's stock price increased by 5.01% to 5.24 CNY per share, with a trading volume of 1.27 billion CNY and a turnover rate of 3.11%, resulting in a total market capitalization of 4.34 billion CNY [1] - Jin Xin Nong, established on November 6, 1999, and listed on February 18, 2011, is primarily engaged in the research, production, and sales of pig feed products, as well as information technology services [1] - The revenue composition of Jin Xin Nong's main business includes: pig compound feed 49.43%, live pigs 32.10%, other feed 9.29%, pig concentrated feed 5.43%, pig premix feed 2.82%, others 0.58%, and feed raw materials 0.35% [1] Group 2 - Among the top ten circulating shareholders of Jin Xin Nong, a fund under Guotai Fund has increased its holdings in the Guotai Zhongzheng Livestock Breeding ETF (159865) by 4.72 million shares in the third quarter, now holding a total of 12.73 million shares, accounting for 1.58% of the circulating shares [2] - The Guotai Zhongzheng Livestock Breeding ETF (159865) was established on March 1, 2021, with a latest scale of 6.097 billion CNY, and has achieved a return of 14.23% this year, ranking 3265 out of 4216 in its category [2] - The fund manager of Guotai Zhongzheng Livestock Breeding ETF is Liang Xing, who has a cumulative tenure of 9 years and 153 days, with the fund's total asset size at 30.617 billion CNY and a best return of 1112.34% during the tenure [2]

Core Viewpoint - Jin Xin Nong's stock price has shown significant growth this year, with a notable increase in trading activity and a mixed performance in financial results [2][3]. Group 1: Stock Performance - Jin Xin Nong's stock price has increased by 28.21% year-to-date, with a 6.26% rise in the last five trading days, 1.19% in the last 20 days, and 25.68% in the last 60 days [2]. - As of November 5, the stock was trading at 5.09 CNY per share, with a market capitalization of 4.215 billion CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Jin Xin Nong reported revenue of 3.541 billion CNY, reflecting a year-on-year growth of 3.04%. However, the net profit attributable to shareholders was -94.22 million CNY, a decrease of 438.06% compared to the previous year [2]. - The company has not distributed any dividends in the last three years, with a total payout of 368 million CNY since its A-share listing [3]. Group 3: Shareholder and Market Activity - As of September 30, 2025, the number of shareholders decreased by 13.57% to 43,400, while the average circulating shares per person increased by 15.70% to 18,530 shares [2]. - The second-largest circulating shareholder is Guotai Zhongxin Livestock Breeding ETF, holding 12.7276 million shares, an increase of 4.7225 million shares from the previous period [3].