深圳市金新农科技股份有限公司 接待和推广工作制度 深圳市金新农科技股份有限公司 接待和推广工作制度 第一条 为贯彻证券市场公开、公平、公正原则，规范深圳市金新农科技股 份有限公司（以下简称公司）接待和推广的行为和管理，加强公司与外界的交流 和沟通，根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司 投资者关系管理工作指引》《深圳证券交易所股票上市规则》及《深圳证券交易 所上市公司自律监管指引第 1 号——主板上市公司规范运作》等法律、法规和规 范性文件，结合公司具体情况，特制定本制度。 第二条 本制度所述的接待和推广工作是指公司通过接受投资者调研、一对 一沟通、邮寄资料、电话咨询、现场参观、分析师会议和路演、新闻采访等活动， 加强与投资者及潜在投资者（以下简称投资者）之间的沟通，增进投资者对公司 了解和认同的工作。 深圳市金新农科技股份有限公司 接待和推广工作制度 （六）互动沟通原则。公司应主动听取投资者及来访者的意见、建议，实现 双向沟通，形成良性互动。 （一）公平、公正、公开原则。公司人员在进行接待和推广活动中，应严格 遵循公平、公正、公开原则，不得差别对待。 （二）诚实守信的原则。公司相关的 ...

深圳市金新农科技股份有限公司 2025 年第三季度报告 证券代码：002548 证券简称：金新农 公告编号：2025-076 深圳市金新农科技股份有限公司 2025 年第三季度报告 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. 第三季度财务会计报告是否经过审计 □是 否 1 深圳市金新农科技股份有限公司 2025 年第三季度报告 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 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入（元） | 1,165,111,206. ...

Market Overview - The feed sector experienced a decline of 1.0% on October 28, with Lu Si Co. leading the drop [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Individual Stock Performance - Zhongchong Co. (002891) saw a closing price of 56.36, with an increase of 3.49% and a trading volume of 87,800 shares, totaling 492 million yuan [1] - Guibao Pet (301498) closed at 72.62, up 3.04%, with a trading volume of 64,800 shares and a total transaction value of 467 million yuan [1] - Lu Si Co. (920419) led the decline with a closing price of 17.56, down 2.71%, and a trading volume of 17,200 shares, amounting to 30.36 million yuan [2] - Haida Group (002311) closed at 56.69, down 2.56%, with a trading volume of 106,400 shares and a total transaction value of 604 million yuan [2] Capital Flow Analysis - The feed sector experienced a net outflow of 101 million yuan from institutional investors, while retail investors saw a net inflow of 80.56 million yuan [2] - The main capital inflow and outflow for selected stocks showed varied trends, with Zhongchong Co. having a net inflow of 23.57 million yuan from institutional investors [3] - Haida Group had a net inflow of 15.68 million yuan from institutional investors, while experiencing a net outflow of 2.16 million yuan from retail investors [3]

Market Overview - The feed sector increased by 1.16% on October 27, with Jin Xin Nong leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Individual Stock Performance - Jin Xin Nong (002548) closed at 4.80, up 5.49% with a trading volume of 369,000 shares and a turnover of 173 million yuan [1] - Tian Kang Biological (002100) closed at 7.89, up 5.34% with a trading volume of 506,600 shares [1] - Tian Ma Technology (603668) closed at 14.06, up 4.15% with a trading volume of 218,000 shares and a turnover of 302 million yuan [1] - Ao Nong Biological (603363) closed at 5.16, up 4.03% with a trading volume of 1,878,500 shares and a turnover of 451 million yuan [1] - Other notable stocks include Bangtai Technology (603151) at 26.26, up 1.70%, and Hai Da Group (002311) at 58.18, up 0.97% [1] Capital Flow Analysis - The feed sector saw a net inflow of 132 million yuan from institutional investors, while retail investors experienced a net outflow of 148 million yuan [2] - The main capital inflow and outflow for key stocks are as follows: - Ao Nong Biological: Net outflow of 40.5 million yuan from main capital [3] - Tian Ma Technology: Net inflow of 34.8 million yuan from main capital [3] - Tian Kang Biological: Net inflow of 32.8 million yuan from main capital [3] - Hai Da Group: Net inflow of 30.4 million yuan from main capital [3]

Group 1 - The core point of the news is the performance of Jin Xin Nong, which saw a stock price increase of 5.27% to 4.79 CNY per share, with a trading volume of 142 million CNY and a turnover rate of 3.77%, resulting in a total market capitalization of 3.967 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 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 - From the perspective of major circulating shareholders, Guotai Fund's Guotai Zhongzheng Livestock Breeding ETF (159865) increased its holdings by 307,900 shares in the second quarter, holding a total of 8.0051 million shares, which accounts for 1% of the circulating shares [2] - The Guotai Zhongzheng Livestock Breeding ETF (159865) was established on March 1, 2021, with a latest scale of 3.574 billion CNY, and has achieved a return of 12.45% this year, ranking 3443 out of 4219 in its category [2] - The fund manager of Guotai Zhongzheng Livestock Breeding ETF is Liang Xing, who has a tenure of 9 years and 144 days, with the fund's total asset scale at 24.955 billion CNY, achieving a best return of 1112.34% and a worst return of -53.81% during the tenure [3]

Group 1 - The core transaction of Jin Xin Nong on October 24 involved a volume of 763,000 shares and a transaction amount of 3.4717 million yuan, with a transaction price of 4.55 yuan per share [2][3] - The buyer was Huabao Securities Co., Ltd. Hefei Qianshan Road Securities Business Department, while the seller was Founder Securities Co., Ltd. Shanghai Yanggao South Road Securities Business Department [2][3] - The closing price of Jin Xin Nong on the same day was 4.55 yuan, reflecting a decrease of 1.73%, with a turnover rate of 2.49% and a total transaction amount of 91.971 million yuan [2] Group 2 - The net outflow of main funds for Jin Xin Nong was 11.4221 million yuan, with a cumulative decline of 3.81% over the past five days and a total net outflow of 67.1537 million yuan [2] - The latest margin financing balance for the stock was 209 million yuan, with an increase of 2.495 million yuan over the past five days, representing a growth rate of 1.21% [3]

Group 1 - The stock of Jin Xin Nong experienced a decline of 1.73%, closing at 4.55 yuan on October 24 [1] - A significant block trade occurred, with a total transaction volume of 763,000 shares and a transaction amount of 3.4717 million yuan [1] - The first transaction price was 4.55 yuan, with a premium rate of 0.00%, involving Huabao Securities as the buyer and Founder Securities as the seller [1] Group 2 - Over the past three months, there has been only one block trade for this stock, totaling 3.4717 million yuan [1] - In the last five trading days, the stock has seen a cumulative decline of 3.81%, with a net outflow of 75.9923 million yuan in principal funds [1]

Core Insights - On October 24, Jin Xin Nong executed a block trade of 763,000 shares, with a transaction value of 3.4717 million yuan, accounting for 3.64% of the total trading volume for the day, with a transaction price of 4.55 yuan, which remained stable compared to the market closing price of 4.55 yuan [1][2] Summary by Categories Trading Activity - The block trade involved 763,000 shares of Jin Xin Nong, with a total transaction amount of 3.4717 million yuan [1][2] - The transaction price was 4.55 yuan per share, which was consistent with the market closing price [1] Market Impact - The block trade represented 3.64% of the total trading volume on that day, indicating a significant but not dominant presence in the market [1]

Core Insights - The feed sector experienced a slight decline of 0.17% on October 24, with Tianma Technology leading the losses [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Feed Sector Performance - Zhongchong Co., Ltd. (002891) saw a closing price of 54.36, with an increase of 3.74% and a trading volume of 96,700 shares, amounting to a transaction value of 526 million yuan [1] - Other notable performers included Boen Group (001366) with a closing price of 13.03, up 0.77%, and Petty Co., Ltd. (300673) at 17.42, up 0.40% [1] - Tianma Technology (603668) led the declines with a closing price of 13.50, down 4.66%, and a trading volume of 222,500 shares, resulting in a transaction value of 309 million yuan [2] Capital Flow Analysis - The feed sector experienced a net outflow of 154 million yuan from institutional investors, while retail investors saw a net inflow of 97.74 million yuan [2] - The capital flow for individual stocks showed that Zhongchong Co., Ltd. had a net inflow of 12.28 million yuan from institutional investors, while it faced a net outflow of 36.39 million yuan from retail investors [3] - Other stocks like He Feng Co., Ltd. (60360a) and Boen Group (001366) also showed mixed capital flows, with varying degrees of net inflows and outflows from different investor categories [3]

Core Viewpoint - Jin Xin Nong's stock price decreased by 0.64% on October 23, with a trading volume of 112 million yuan, indicating a potential decline in investor confidence [1] Financing and Margin Trading - On October 23, Jin Xin Nong had a financing buy-in amount of 8.01 million yuan and a financing repayment of 8.79 million yuan, resulting in a net financing outflow of 776,500 yuan [1] - As of October 23, the total balance of margin trading for Jin Xin Nong was 209 million yuan, which accounts for 5.61% of its circulating market value, indicating a high level compared to the past year [1] - The company had no short selling activity on October 23, with a short selling balance of 0 shares, reflecting a low level of short interest [1] Company Overview - Jin Xin Nong Technology Co., Ltd. is located in Guangming District, Shenzhen, Guangdong Province, and was established on November 6, 1999, with its stock listed on February 18, 2011 [1] - The company's main business involves the research, production, and sales of pig feed products, with revenue composition as follows: 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] Shareholder Information - As of September 30, the number of Jin Xin Nong shareholders was 43,400, a decrease of 13.57% from the previous period, while the average circulating shares per person increased by 15.70% to 18,530 shares [2] - For the first half of 2025, Jin Xin Nong reported a revenue of 2.376 billion yuan, a year-on-year increase of 10.38%, but a net profit attributable to shareholders of -23.51 million yuan, reflecting a 43.74% increase in losses 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] Institutional Holdings - As of June 30, 2025, the second-largest circulating shareholder of Jin Xin Nong was the Guotai Zhenzhong Livestock Breeding ETF, holding 8.0051 million shares, an increase of 307,900 shares from the previous period [2] - CITIC Prudential Multi-Strategy Mixed Fund (LOF) A has exited the list of the top ten circulating shareholders [2]