Core Insights - Jin Xin Nong's stock price decreased by 1.77% on September 9, with a trading volume of 120 million yuan [1] - The company reported a financing net purchase of 2.74 million yuan on the same day, with a total financing and securities balance of 182 million yuan [1][2] - The company achieved a revenue of 2.376 billion yuan in the first half of 2025, reflecting a year-on-year growth of 10.38% [2] Financing and Securities - On September 9, Jin Xin Nong had a financing buy amount of 18.03 million yuan, with a current financing balance of 182 million yuan, accounting for 5.08% of the circulating market value [1] - The financing balance is below the 40th percentile level over the past year, indicating a relatively low position [1] - The company had no short selling on September 9, with a short selling balance of 888 yuan, which is above the 70th percentile level over the past year, indicating a relatively high position [1] Shareholder Information - As of August 20, the number of shareholders for Jin Xin Nong was 44,500, a decrease of 3.35% from the previous period [2] - The average circulating shares per person increased by 3.47% to 18,064 shares [2] - The company has distributed a total of 368 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [2] Institutional Holdings - As of June 30, 2025, the second-largest circulating shareholder is Guotai Zhongzheng 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 has exited the list of the top ten circulating shareholders [2]

人民财讯9月8日电，企查查APP显示，近日，湖北金新农农业科技有限公司成立，法定代表人为王平 娥，注册资本为1000万元，经营范围包含：初级农产品收购；粮食收购；食用农产品初加工；农副产品 销售；农业生产托管服务等。企查查股权穿透显示，该公司由金新农(002548)全资子公司深圳市金知猪 网络科技有限公司、湖北巴尚一品农业开发有限公司共同持股。 转自：证券时报 ...

Group 1 - The core viewpoint of the news is that China's preliminary anti-dumping ruling on imported pork from the EU is expected to create a favorable configuration opportunity for the domestic pig farming sector, leading to price increases in the industry [1][2] - The Ministry of Commerce of China announced a preliminary ruling on September 5, 2025, recognizing that imported pork and related products from the EU are being dumped, and will implement temporary anti-dumping measures starting September 10, 2025, with deposit rates ranging from 15.6% to 62.4% [1] - The livestock ETF (159867) rose by 2.60%, reflecting positive market sentiment towards the pig farming sector following the anti-dumping announcement [1] Group 2 - Open Source Securities noted that over 50% of China's imported pork and offal comes from the EU, and the anti-dumping measures may drive domestic pork prices higher, indicating a potential bottoming out of prices [2] - As temperatures cool, demand for pork is expected to improve, leading to tighter market supply of large pigs and an expansion of price differentials for fat pigs [2] - The China Livestock Breeding Index (930707) includes companies involved in livestock feed, veterinary drugs, and breeding, with the top ten weighted stocks accounting for 65.57% of the index [2]

Sales Performance - In August 2025, the company sold a total of 108,000 pigs, which includes 66,800 commercial pigs, 40,100 piglets, and 800 breeding pigs [1] - The sales revenue from pig sales amounted to 121.065 million yuan, with an average selling price of 13.84 yuan per kilogram for commercial pigs [1] Data Disclosure - The sales data provided does not include figures from the company's affiliated companies and is unaudited, indicating potential discrepancies with regular reports [2]

Group 1 - The company Jin Xin Nong (002548) announced its pig sales forecast for August 2025, projecting a total of 108,000 pigs sold, which includes 66,800 commercial pigs, 40,100 piglets, and 800 breeding pigs [1] - The expected sales revenue from pig sales is 121.065 million yuan, indicating a significant contribution to the company's financial performance [1] - The average selling price of commercial pigs is projected to be 13.84 yuan per kilogram, reflecting the market conditions and pricing strategy [1]

Major Events - Kweichow Moutai's controlling shareholder obtained a loan of 2.7 billion yuan to increase holdings [1] - SMIC is actively promoting the purchase of 49% equity in SMIC North, but the transaction plan is still under discussion [1] - Guokai Microelectronics is advancing the issuance of shares and cash payment for asset acquisition and fundraising [1] - Aerospace Hongtu signed a strategic cooperation agreement with Pakistan, but the formal contract signing remains uncertain [1] - Sinopec announced a cash dividend of 0.088 yuan per share (before tax) for A-shares [1] - Hikvision's chairman proposed a mid-2025 dividend plan of 4 yuan for every 10 shares [1] - Anzheng Fashion reported no undisclosed major events [1] - China State Construction is acquiring equity in a Shanghai real estate project for approximately 15.478 billion yuan [1] - Guokai Co., Ltd. changed its stock name to Guokai Electronics [1] - Kailuan Co. completed the change in the equity structure of China Cinda [1] - Unification Co. completed the change in the equity structure of its controlling shareholder [1] - ST Xin Dongli's stock may face delisting risk warning [1] - Jinlang Technology reported normal recent operations with no significant changes in the internal and external environment [1] - Sungrow Power Supply confirmed normal operations with no undisclosed major events [1] - Tiantong Co. reported normal production and operations with no significant changes [1] - Keyuan Pharmaceutical received a decision letter on the anti-monopoly review without further examination [1] - Zhizheng Co. was approved to issue shares for asset acquisition and fundraising [1] - Amlogic plans to issue H-shares and list on the Hong Kong Stock Exchange [1] - Digital Certification's controlling shareholder changed to Beijing Data Group [1] - ST Songfa signed a contract for two 30.6 million-ton ultra-large crude oil tankers with Hengli Shipbuilding [1] - Guangqi Technology signed a contract worth 1.278 billion yuan for the mass production of metamaterials [1] - Hongrun Construction won a bid for the Ningbo Ring City South Road East Extension Phase I project with a bid price of 388 million yuan [1] Performance - Muyuan Foods reported sales revenue of 11.85 billion yuan from live pigs in August, a year-on-year decrease of 12.30% [1] - Ankai Bus's cumulative production increased by 68.06% this year [1] - Shuguang Co. reported a 45.58% increase in axle sales in August [1] - Jinxinnong reported sales revenue of 121 million yuan from live pigs in August [1] Buyback - Yingke Medical adjusted the upper limit of its share repurchase price from 26.51 yuan per share to 41.88 yuan per share [2]

Group 1 - The company Jin Xin Nong (002548.SZ) reported a pig sales volume of 108,000 heads for August 2025, which includes 66,800 heads of commercial pigs, 40,100 heads of piglets, and 800 heads of breeding pigs [1] - The sales revenue from pig sales amounted to 121.065 million yuan [1] - The average selling price of commercial pigs was 13.84 yuan per kilogram [1]

Sales Performance - In August 2025, the company reported a sales revenue of 121.065 million yuan from pig sales, with an average selling price of 13.84 yuan per kilogram [1] - The sales volume of pigs for the month was not specified in terms of quantity but is included in the overall sales revenue [1] - The disclosed sales data does not include figures from the company's affiliated companies and is unaudited, indicating potential discrepancies with periodic report disclosures [1] Market Conditions - The company highlights that the sales data pertains solely to its livestock farming business, excluding other business operations [1] - Significant fluctuations in pig market prices could have a substantial impact on the company's operational performance, which is a point of caution for investors [1]

四舍五入，以上数据可能存在尾数差异。 二、风险提示 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 08 月生猪销量 10.80 万头（其中商品猪 6.68 万头、仔猪 4.01 万头、种猪 0.08 万头），生猪 销售收入 12,106.50 万元，商品猪销售均价 13.84 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 月 08 | 10.02 | 79.21 | 17,227.62 | 107,796.08 | 20.24 | | 2024 | 年 09 月 | 9.39 | 88.60 | 15,053.65 | 122,849.73 | 18.95 | | 2024 | 年 10 月 | 9.75 | ...

Core Insights - The company Jin Xin Nong (002548.SZ) reported its pig sales for August 2025, indicating a total sales volume of 108,000 pigs, which includes 66,800 commercial pigs, 40,100 piglets, and 800 breeding pigs [1] - The sales revenue from pig sales reached 121 million yuan, with the average selling price of commercial pigs at 13.84 yuan per kilogram [1] Sales Performance - Total pig sales volume: 108,000 pigs [1] - Breakdown of sales: 66,800 commercial pigs, 40,100 piglets, and 800 breeding pigs [1] - Sales revenue: 121 million yuan [1] - Average price of commercial pigs: 13.84 yuan/kg [1]