Market Overview - The feed sector experienced a decline of 1.02% on October 14, with Zhongchong Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Individual Stock Performance - Baiyang Co., Ltd. saw a significant increase of 9.97%, closing at 6.84, with a trading volume of 164,800 shares and a turnover of 110 million [1] - Other notable performers included Lude Environment (+3.39%), Tiankang Biological (+1.19%), and Tangrenshen (+0.42%) [1] - Zhongchong Co., Ltd. reported a decline of 5.82%, closing at 53.38, with a trading volume of 141,600 shares and a turnover of 760 million [2] - Aonong Biological and Tianma Technology also experienced declines of 2.18% and 1.75%, respectively [2] Capital Flow Analysis - The feed sector saw a net outflow of 183 million from main funds, while retail investors contributed a net inflow of 185 million [2] - The capital flow for individual stocks showed that Baiyang Co., Ltd. had a net inflow of 36.87 million from main funds, while Tiankang Biological had a net inflow of 15.21 million [3] - Conversely, Zhongchong Co., Ltd. experienced a significant net outflow of 76 million from main funds [3]

证券之星消息，10月13日饲料板块较上一交易日下跌0.7%，金新农领跌。当日上证指数报收于3889.5， 下跌0.19%。深证成指报收于13231.47，下跌0.93%。饲料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603151 | 邦墓科技 | 25.89 | 3.60% | 4.76万 | | 1.23亿 | | 002891 | 中宠股份 | 56.68 | 3.05% | 14.05万 | | 7.89 Z | | 603363 | 傲农生物 | 5.51 | 2.61% | 149.53万 | | 8.07亿 | | 002385 | 大北农 | 4.17 | 0.72% | 163.66万 | | 6.88亿 | | 301498 | 乖宝宠物 | 94.50 | 0.71% | 1.73万 | | 1.63亿 | | 001366 | 播恩集团 | 12.50 | 0.00% | 2.91万 | 3590.16万 | | | 002696 ...

Sales Performance - In September 2025, the company sold a total of 110,000 pigs, which includes 58,200 commercial pigs, 51,300 piglets, and 500 breeding pigs [1] - The sales revenue from pig sales amounted to 103.71 million yuan, with an average selling price of 13.16 yuan per kilogram for commercial pigs [1][2] 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] - The data is intended as a reference for investors and may contain rounding differences [2]

Core Viewpoint - The company announced its projected pig sales and revenue for September 2025, indicating a focus on both market demand and pricing strategies in the swine industry [1] Group 1: Sales Volume - The company expects to sell a total of 110,000 pigs in September 2025, which includes 58,200 commercial pigs, 51,300 piglets, and 500 breeding pigs [1] Group 2: Revenue - The projected sales revenue from pig sales is estimated at 103.71 million yuan [1] - The average selling price for commercial pigs is anticipated to be 13.16 yuan per kilogram [1]

金新农公告，2025年09月生猪销量11万头，其中商品猪5.82万头、仔猪5.13万头、种猪0.05万头，生猪 销售收入1.04亿元，商品猪销售均价13.16元/公斤。累计方面，2025年累计生猪销量92.97万头，累计生 猪销售收入10.84亿元。 ...

Group 1 - The company announced a projected sales volume of 110,000 pigs for September 2025, including 58,200 commercial pigs, 51,300 piglets, and 50 breeding pigs [1] - The expected sales revenue from pig sales is 104 million yuan, with an average selling price of 13.16 yuan per kilogram for commercial pigs [1] - Cumulatively, the company has sold 929,700 pigs and generated a total sales revenue of 1.084 billion yuan by 2025 [1]

Core Viewpoint - The company announced its projected pig sales and revenue for the year 2025, indicating a strong performance in the livestock sector [1] Group 1: Sales Forecast - The company expects to sell 110,000 pigs in September 2025, comprising 58,200 commercial pigs, 51,300 piglets, and 500 breeding pigs [1] - The projected sales revenue from pig sales is 103.71 million yuan [1] - The average selling price for commercial pigs is estimated at 13.16 yuan per kilogram [1] Group 2: Year-to-Date Performance - For the period from January to September 2025, the company has sold a total of 929,700 pigs [1] - The cumulative sales revenue for the same period amounts to 1.084 billion yuan [1]

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]