人民财讯12月4日电，金新农（002548）12月4日公告，11月份，公司生猪销售数量总计15.68万头(其中 商品猪6.43万头、仔猪9.24万头、种猪200头)，生猪销售收入1.15亿元，商品猪销售均价12.13元/公斤。 ...

金新农公告，2025年11月生猪销量15.68万头，其中商品猪6.43万头、仔猪9.24万头、种猪0.02万头，销 售收入1.15亿元，商品猪销售均价12.13元/公斤。 ...

Core Insights - As of November 30, the company reported a total of 40,270 shareholders [2] Company Summary - The company, Jin Xin Nong, engaged with investors through an interactive platform to provide updates on shareholder numbers [2]

天风农业团队指出，受气温下降影响，山东南部、辽宁西部部分区域有零星猪病散发，本周90kg以下小 体重猪整体出栏占比为4.83%，较上周增加0.34%。连续增长7周，后续需持续观察。政策引导减产&养 殖亏损&疫病干扰情况下，后续产能有望持续去化。机构强调，重视生猪板块空间，重视优秀企业的盈 利能力，在25年猪价持续低位&政策引导情况下，后续产能有望去化。 截至2025年12月3日 13:29，中证畜牧养殖指数(930707)成分股罗牛山(000735)上涨9.98%，益客食品 (301116)上涨3.36%，金新农(002548)上涨2.82%，海利生物(603718)上涨2.50%，中牧股份(600195)上涨 2.23%。畜牧ETF(159867)上涨0.46%，最新价报0.65元。 畜牧ETF紧密跟踪中证畜牧养殖指数，中证畜牧养殖指数选取涉及畜禽饲料、畜禽药物以及畜禽养殖等 业务的上市公司证券作为样本，以反映畜牧养殖相关上市公司的整体表现。 数据显示，截至2025年11月28日，中证畜牧养殖指数(930707)前十大权重股分别为牧原股份(002714)、 温氏股份(300498)、海大集团(002311) ...

（文章来源：证券日报） 证券日报网讯 11月28日晚间，金新农发布公告称，公司于2025年11月21日召开职工代表大会，同意选 举梁庆先生为公司第六届董事会职工代表董事。 ...

深圳市金新农科技股份有限公司（以下简称公司）根据《中华人民共和国公 司法》（以下简称《公司法》）《深圳证券交易所股票上市规则》等法律法规、 规范性文件及《公司章程》的相关规定，于 2025 年 11 月 21 日召开职工代表大 会，同意选举梁庆先生（简历详见附件）为公司第六届董事会职工代表董事。上 述选举结果已于规定期间予以公示，截至 2025 年 11 月 27 日公示期满，未收到 任何异议。梁庆先生与公司非职工代表董事共同组成第六届董事会，任期至第六 届董事会任期届满之日止。 梁庆先生符合《公司法》《公司章程》规定的关于董事任职的资格和条件。 本次选举完成后，公司第六届董事会中兼任公司高级管理人员以及由职工代表担 任的董事人数总计未超过公司董事总数的二分之一，符合相关法律法规的要求。 特此公告。 深圳市金新农科技股份有限公司董事会 2025 年 11 月 28 日 证券代码：002548 证券简称：金新农 公告编号：2025-086 深圳市金新农科技股份有限公司 关于选举职工代表董事的公告 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。 附件： 第六届董事 ...

Core Viewpoint - Jin Xin Nong has seen a significant surge in stock price, reaching the daily limit, with other companies in the sector such as Tianyu Biology, Tiankang Biology, Lihua Shares, Wens Foodstuff Group, Dayu Biology, and Xiangjia Shares also experiencing upward movement in their stock prices [1] Company Summary - Jin Xin Nong's stock price has hit the daily limit, indicating strong market interest and potential investor confidence [1] - Tianyu Biology, Tiankang Biology, Lihua Shares, Wens Foodstuff Group, Dayu Biology, and Xiangjia Shares have followed suit with increases in their stock prices, suggesting a positive trend across the industry [1]

Core Viewpoint - The article discusses the performance of the A-share market, highlighting the fluctuations in major indices and sector performances, particularly in consumer electronics and HBM concepts, while noting the decline in AI applications and certain real estate stocks [3]. Market Performance - As of the midday session, the Shanghai Composite Index rose by 0.49%, the Shenzhen Component Index increased by 0.38%, and the ChiNext Index initially surged over 2% before settling at a 0.56% gain [3]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.09 trillion yuan, a decrease of 466 billion yuan compared to the previous trading day, with over 3,300 stocks rising [4]. Sector Highlights - The consumer electronics sector saw a rise of 2.28%, while the HBM concept led the gains with a 2.62% increase [4]. - The solid-state battery concept also performed well, contributing to the overall positive sentiment in the market [3]. - The AI application sector continued to show weakness, indicating potential challenges in this area [3]. Notable Stocks - In the pork concept sector, stocks like Jin Xin Nong and Tian Yu Bio experienced significant gains, with Jin Xin Nong hitting the daily limit [5]. - Semiconductor stocks such as Huahong Semiconductor and SMIC saw increases of over 5% and 3%, respectively, reflecting strong performance in the tech sector [6]. - New Energy and AI concept stocks also showed strength, with New Yi Sheng rising by 7% and Yangguang Electric Power increasing by nearly 5% [7]. Additional Market Insights - The Hong Kong stock market opened with a slight increase, with the Hang Seng Technology Index expanding its gains [12]. - The People's Bank of China conducted a reverse repurchase operation of 356.4 billion yuan at an interest rate of 1.40%, indicating ongoing liquidity management [13]. - The Chinese yuan appreciated against the US dollar, reaching its highest level since October 2024 [14].

Group 1 - The livestock sector is experiencing a positive trend, with the China Livestock Breeding Index (930707) rising, and key stocks such as Jinxinnong (002548) and Yisheng (002458) showing significant gains [1] - Major pig farming companies are expanding into Southeast Asia, indicating a trend of overseas expansion among leading enterprises like Muyuan, New Hope, and Haida [1] - The market is at a critical point of capacity reduction driven by both policy and market forces, with potential improvements in supply-demand relationships expected by mid-2026 if capacity reduction targets are met [2] Group 2 - The top ten weighted stocks in the China Livestock Breeding Index account for 65.58% of the index, with companies like Muyuan (002714) and Wens (300498) being the most significant contributors [3] - The overall capital expenditure of listed pig farming companies is stabilizing and slightly decreasing, as many firms are halting capacity expansion projects due to narrowing profits and cash flow pressures [2] - The livestock ETF closely tracks the China Livestock Breeding Index, which includes companies involved in feed, pharmaceuticals, and livestock farming, reflecting the overall performance of the sector [2]

Core Insights - The feed sector experienced a slight increase of 0.27% on November 26, with Yuehai Feed leading the gains. The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Summary by Category Stock Performance - Key stocks in the feed sector showed varied performance, with Kangle Feed (001313) rising by 4.76% to close at 7.92, and Petty Holdings (300673) increasing by 2.28% to 18.84. Other notable performers included Jin Xin Nong (002548) up 1.23% and Zhongchong Co. (002891) up 0.74% [1] - Conversely, Tianma Technology (603668) and Tangrenshen (002567) both saw slight declines of 0.21% and 0.21%, respectively [1] Trading Volume and Value - The trading volume for Kangle Feed reached 211,100 shares, with a transaction value of approximately 166 million yuan. Petty Holdings had a trading volume of 104,100 shares, amounting to about 199 million yuan [1] - The overall trading activity in the feed sector indicated a mixed sentiment among investors, with some stocks experiencing significant trading volumes [1] Capital Flow - The feed sector saw a net outflow of 134 million yuan from institutional investors, while retail investors contributed a net inflow of approximately 92.25 million yuan. Speculative funds also saw a net inflow of about 41.9 million yuan [2] - Specific stocks like Jin Xin Nong (002548) and Petty Holdings (300673) experienced varying levels of net inflow and outflow from different investor categories, indicating a complex investment landscape [3]