证券代码：002548 证券简称：金新农 公告编号：2025-041 深圳市金新农科技股份有限公司 深圳市金新农科技股份有限公司（以下简称"公司"）2025 年 04 月生猪销 量 10.65 万头（其中商品猪 6.57 万头、仔猪 4.03 万头、种猪 0.05 万头），生 猪销售收入 13,879.47 万元，商品猪销售均价 15.05 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 04 | 月 | 10.56 | 43.82 | 14,476.93 | 52,551.87 | 15.39 | | 2024 | 年 05 | 月 | 9.52 | 53.34 | 14,209.33 | 66,761.20 | 16.16 | | 2024 | 年 06 | 月 | 6.55 | 59.89 | 10,441.27 | 77,204.82 | 1 ...

金十数据5月8日讯，金新农5月8日晚间公告，公司2025年04月生猪销量10.65万头（其中商品猪6.57万 头、仔猪4.03万头、种猪0.05万头），生猪销售收入13,879.47万元，商品猪销售均价15.05元/公斤。 金新农：4月生猪销售收入1.39亿元 ...

Core Insights - The Chinese feed industry has experienced significant fluctuations in investment and financing activities since 2015, with the highest financing amount reaching 3 billion yuan in 2022 and the most financing events occurring in 2024 with 7 instances [1][2]. Investment Scale - The investment scale in the feed industry is substantial, with the highest single financing amount recorded at 3 billion yuan in 2023, while the second-highest was 1.62 billion yuan in 2017 [2]. Development Stage - The feed industry is currently in a developmental phase, with financing amounts showing volatility. The largest single financing event in 2023 reached 3 billion yuan [2]. Financing Rounds - Financing rounds in the feed industry are primarily concentrated in angel rounds, A rounds, and strategic investments, with 14 angel rounds, 14 A rounds, and 10 strategic investment events recorded [5]. Regional Concentration - Investment activities in the feed industry are concentrated in Beijing, Guangdong, and Jiangsu, with Guangdong leading with 11 financing events, followed by Beijing and Jiangsu with 7 events each [6]. Investment Focus - The main focus of investments in the feed industry from 2021 to 2024 is on feed production, feed usage, and related construction [11]. Investor Composition - The primary investors in the feed industry are investment firms, with notable representatives including Zhongke Kexin and Jizhi Capital, while industrial investors include Guangfa Qianhe and Jinrui Biological [13]. Mergers and Acquisitions - The feed industry has seen horizontal mergers and acquisitions, with companies like Guangdong Feed focusing on acquiring to enhance product quality and output, while companies like Tangrenshen, Dabeinong, and New Hope are improving their supply chains through acquisitions [15][17].

Group 1: 2024 Performance Overview - Total assets at the end of 2024 were CNY 5.41 billion, a decrease of 9.58% from the beginning of the year [3] - Total liabilities were CNY 3.81 billion, down 14.08% from the start of the year [3] - Owner's equity reached CNY 1.60 billion, with equity attributable to shareholders at CNY 1.51 billion, an increase of 2.28% [3] - The asset-liability ratio at the end of 2024 was 70.37%, a decrease of 3.7 percentage points [3] - Revenue for 2024 was CNY 4.56 billion, a year-on-year increase of 12.91% [3] - Net profit attributable to shareholders was CNY 30.16 million, marking a turnaround from loss to profit [3] Group 2: Business Segment Performance - Feed business achieved sales volume of 880,800 tons (excluding internal sales of 262,800 tons), a year-on-year increase of 29.51% [3] - Sales revenue from feed was CNY 2.77 billion, up 6.54%, with a profit of CNY 65 million [3] - Swine farming saw a total output of 1.20 million heads (including 671,500 market pigs, 489,000 piglets, and 40,500 breeding pigs), a growth of 14.73% [3] - Revenue from swine farming was CNY 1.65 billion, a 44.12% increase, with a profit of CNY 199 million [3] Group 3: 2025 Strategic Goals - The company aims for revenue exceeding CNY 5.5 billion in 2025, focusing on cost reduction and efficiency improvement [4] - Key initiatives include expanding swine output and feed sales volume, targeting 110,000 to 130,000 heads for swine output [4] - The target cost for market pigs in Q1 2025 is CNY 14.15 per kg, with a goal to reduce it to CNY 13 per kg [4] - The company plans to lower the asset-liability ratio to 69% in 2025 through operational cash flow and depreciation exceeding CNY 300 million annually [5] Group 4: Future Development and Operations - The company currently has approximately 73,000 breeding sows and plans to adjust based on market conditions [5] - The swine production capacity is estimated to reach around 2.2 million heads, with a utilization rate below 70% in 2024 [5] - The company plans to enhance the direct sales model for feed, aiming for a 70% share [5] - Capital expenditure for 2025 is budgeted at around CNY 50 million, primarily for environmental upgrades at pig farms [5]

2025年4月30日，金新农(002548.SZ)发布2025年第一季报。截至2025年4月30日，共有5个机构投资者披 露持有金新农A股股份，合计持股量达2.71亿股，占金新农总股本的33.67%。其中，机构投资者包括广 州金农产业投资合伙企业(有限合伙)、浙商银行股份有限公司-国泰中证畜牧养殖交易型开放式指数证券 投资基金、中国工商银行股份有限公司-中信保诚多策略灵活配置混合型证券投资基金(LOF)、华宝量化 选股混合发起式A、华宝中证500增强A，机构投资者合计持股比例达33.67%。相较于上一季度，机构 持股比例合计下跌了4.52个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计2个，包括中信保诚多策略混合(LOF)A、华宝量 化选股混合发起式A，持股增加占比达0.20%。本期较上一季度持股减少的公募基金共计1个，即国泰中 证畜牧养殖ETF，持股减少占比小幅下跌。本期较上一季度新披露的公募基金共计1个，即华宝中证500 增强A。本期较上一季未再披露的公募基金共计62个，主要包括华夏行业景气混合、招商量化精选股票 发起式A、招商中证畜牧养殖ETF、畜牧ETF、中信建投价值增长A等。 对于社保基 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002548 证券简称：金新农（维权） 公告编号：2025-039 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。 重要内容提示： 1. 董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2. 公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3. 第一季度报告是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ （二） 非经常性损益项目和金额 √适用 □不适用 单位：元 ■ 其他符合非经常性损益定义的损益项目的具体情况 □适用 √不适用 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》中列举的非经常性损益项目界 定为经常性损益项目的情况说明 □适用 √不适用 公司不存在将《公开发行证券的公司信息披 ...

Group 1 - The core viewpoint of the news highlights a mixed performance in the livestock breeding sector, with the China Livestock Breeding Index experiencing a slight decline of 0.07% as of April 30, 2025, while specific stocks like Tiankang Biological and Tianma Technology showed gains [1] - The Agricultural and Rural Affairs Department has released an implementation plan aiming to reduce the proportion of grain used in livestock feed to 60% and soybean meal to 10% by 2030, promoting measures such as precise feed formulation and the development of high-quality forage [1] - The Livestock ETF has seen a 2.47% increase over the past month, ranking in the top quarter among comparable funds [1] Group 2 - According to a report from Guosheng Securities, the allocation of the livestock sector in fund heavy positions has significantly decreased, with a first-quarter heavy position ratio of 0.45%, down 0.06 percentage points from the previous quarter and 0.65 percentage points year-on-year, marking the lowest level in three years [2] - The current price-to-earnings ratio (PE-TTM) of the Livestock ETF is 12.89, indicating it is at a historical low, being below 98.82% of the time over the past year [2] - The China Livestock Breeding Index includes companies involved in livestock feed, veterinary drugs, and livestock farming, reflecting the overall performance of listed companies in the livestock sector [2] Group 3 - As of March 31, 2025, the top ten weighted stocks in the China Livestock Breeding Index accounted for 69.05% of the index, with Hai Da Group, Wens Foodstuffs, and Muyuan Foods being the top three [3] - The weightings of the top stocks include Hai Da Group at 11.24%, Wens Foodstuffs at 10.10%, and Muyuan Foods at 10.08%, with Tiankang Biological showing a notable increase of 2.88% [5]

深圳市金新农科技股份有限公司 环境、社会与治理报告 2024 科技引领 健康生活 目录 CONTENT | 报告编制说明 | 03 | | --- | --- | | 议题重要性评估 | 04 | | ESG治理安排与亮点 | 06 | | 公司基本信息 | 09 | | GRI索引表 | 49 | | 读者反馈表 | 50 | | ESG绩效一览表 | 51 | 应对气候变化 能源利用 水资源利用 循环经济 污染物排放 废弃物处理 环境管理 12 15 16 17 18 19 22 环境篇 社会篇 治理篇 员工 24 | | | | 员工 | 24 | | --- | --- | | 产品和服务安全与质量 | 28 | | 数据安全与客户隐私保护 | 32 | | 供应链安全 | 37 | | 平等对待中小企业 | 38 | | 创新驱动 | 39 | | 乡村振兴 | 44 | | 社会贡献 | 45 | 关于本报告 ESG安排与亮点 走进金新农 荣誉与奖项 环境篇 社会篇 治理篇 附录 03 关于本报告 报告范围 除另有说明，本报告主体与公司《2024年年度报告》一致，包括财务报表合并范围内的 所有附属 ...

深圳市金新农科技股份有限公司（以下简称"公司"）于 2024 年 12 月 25 日 召开的 2024 年第三次临时股东大会审议通过《关于 2025 年度公司及子公司担保 额度预计的议案》，2025 年度公司为全资或控股的下属公司向业务相关方（包括 但不限于供应商、银行、融资租赁公司、其他金融机构等）申请授信、借款、保 理业务、融资租赁业务、采购或其他日常经营履约义务提供担保总额不超过 290,000 万元；公司子公司为公司向银行、融资租赁机构等申请融资提供担保总 额不超过 500,000 万元。公司于 2025 年 02 月 11 日召开的 2025 年第一次临时股 东会审议通过《关于 2025 年度公司为合作养殖户提供担保额度的议案》，2025 年度公司为合作养殖户向银行融资提供担保总额不超过 10,000 万元。 具体内容详见公司在《证券时报》《上海证券报》《中国证券报》及巨潮资讯 网（http://www.cninfo.com.cn）披露的《关于 2025 年度公司及子公司担保额度预 计的公告》（公告编号：2024-085）、《关于 2025 年度公司为合作养殖户提供担保 额度的公告》（公告编号：20 ...

证券代码：002548 证券简称：金新农 公告编号：2025-038 深圳市金新农科技股份有限公司 第六届监事会第十次临时会议决议公告 本公司及监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。 深圳市金新农科技股份有限公司（以下简称"公司"）于 2025 年 04 月 25 日以电子邮件、微信等方式发出第六届监事会第十次临时会议通知，并于 2025 年 04 月 29 日在金新农大厦 16 楼会议室以现场和通讯相结合的方式召开本次会 议。本次会议应出席监事 3 人，实际出席监事 3 人，监事会主席王立新先生和监 事蒋宗勇先生通讯出席，职工代表监事李文静女士现场出席，会议由监事会主席 王立新先生主持。本次会议的召集、召开和表决程序符合《公司法》《公司章程》 和《监事会议事规则》的有关规定，会议合法有效。经与会监事认真审议，表决 通过如下决议： 一、会议以 3 票同意、0 票反对、0 票弃权的表决结果，审议通过《2025 年 第一季度报告》。 经审核，监事会认为：董事会编制和审核公司 2025 年第一季度报告的程序 符合法律、行政法规和中国证监会的规定，报告内容真实、准确、 ...