证券代码：002567 证券简称：唐人神 公告编号：2026-016 唐人神集团股份有限公司 关于子公司增资扩股的公告 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。 一、增资扩股概述 1、为降低唐人神集团股份有限公司（以下简称"公司"）资产负债率、优 化资本结构，公司及全资子公司湖南龙华农牧发展有限公司（以下简称"龙华农 牧"、"标的公司"）、湖南香乡猪食品有限公司（以下简称"香乡猪食品"） 拟与中国中信金融资产管理股份有限公司（以下简称"中信金融资产"）签署《湖 南龙华农牧发展有限公司之增资协议》、《湖南龙华农牧发展有限公司之股东协 议》，公司、龙华农牧拟与中信金融资产湖南省分公司、中信银行股份有限公司 长沙分行签署《三方资金保管协议》，中信金融资产拟对龙华农牧现金增资 20,000 万元，认缴龙华农牧新增注册资本 2,230.5232 万元。本次增资后，龙华农牧的注 册资本由5,000万元增加至 7,230.5232万元，中信金融资产持股比例为 30.8487%。 龙华农牧股东湖南香乡猪食品有限公司（以下简称"香乡猪食品"）就本次增资 事项放弃优先认购权 ...

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。 证券代码：002567 证券简称：唐人神 公告编号：2026-015 唐人神集团股份有限公司 第十届董事会第十次会议决议公告 二、董事会会议审议情况 1、以 9 票同意，0 票反对，0 票弃权的表决结果审议通过了《关于子公司增 资扩股的议案》。 董事会同意公司、子公司湖南香乡猪食品有限公司、湖南龙华农牧发展有限 公司（以下简称"龙华农牧"）与中国中信金融资产管理股份有限公司（以下简 称 "中信金融资产"）签署《湖南龙华农牧发展有限公司之增资协议》、《湖南龙 华农牧发展有限公司之股东协议》；同意公司、龙华农牧与中信金融资产湖南省 分公司、中信银行股份有限公司长沙分行签署《三方资金保管协议》；同意龙华 农牧实施增资扩股，中信金融资产以现金增资 20,000 万元，认缴龙华农牧新增 注册资本 2,230.5232 万元。本次增资后，龙华农牧的注册资本由 5,000 万元增加 至 7,230.5232 万元，仍为公司子公司，中信金融资产持股比例为 30.8487%。 《关于子公司增资扩股的公告》详见巨潮资讯网、《中国证券 ...

Group 1: Company Financials and Performance - The company's goodwill amounts to 230 million yuan, primarily formed through four strategic acquisitions aimed at expanding its feed and breeding business, enhancing market share and product structure [2] - The company has experienced significant fluctuations in profits and losses in recent years, influenced by industry cycles, pig prices, and feed costs [2] - The controlling shareholder has pledged 94 million shares, accounting for 58.35% of their holdings, which is related to their operational funding needs and not linked to the listed company [2] Group 2: Cost Management and Operational Strategies - The company's third-quarter breeding cost, excluding purchased piglets, is 13.3 yuan per kilogram, with ongoing efforts to reduce costs through a dedicated team focusing on feed, veterinary medicine, and labor efficiency [3] - Key measures to address the current industry cycle include enhancing supply chain collaboration, adjusting production capacity, building low-cost competitiveness, and ensuring financial safety [3] - The company employs a hybrid sales model for its meat products, primarily covering the Hunan region through both online and offline channels [3]

Investment Rating - The investment rating for the industry is "Positive" (maintained) [4] Core Viewpoints - The overall market for live pig sales is progressing slowly, with a divergence in performance among leading enterprises. Supply is expected to remain loose in the coming six months [4] - The cash flow pressure in the industry is significant, with expectations of deep losses in the second quarter as both live pigs and piglets may face substantial deficits [4][56] - The industry is currently at a cyclical bottom, with cash flow continuously depleting and pessimistic expectations accelerating capacity reduction [82] Summary by Sections 1. Sales Volume - The industry sales progress in February was below expectations, with a completion rate of only 95%. March is expected to see a 25% increase in planned sales compared to February [8] - The actual sales volume for February was 21.75 million heads, a year-on-year increase of 19% but a month-on-month decrease of 22% [16] - The estimated theoretical total output of commodity pigs for the first half of 2026 is expected to increase by 7.84% year-on-year [8] 2. Pig Prices and Profits - February pig prices showed a decline of 24% year-on-year and 12% month-on-month, with average profits turning negative at -99 yuan per head [56] - The price of piglets saw a seasonal increase in February, but the sentiment for replenishment is expected to weaken [59] - The price difference between fattened pigs and market pigs expanded seasonally but remains lower year-on-year [63] 3. Production Capacity - The breeding stock showed a slight increase in February, but the industry is expected to face ongoing cash flow issues leading to accelerated capacity reduction [76] - As of December 2025, the breeding sow inventory was 39.61 million heads, a year-on-year decrease of 2.87%, indicating a persistent overcapacity issue [79] - The industry is advised to optimize capacity by eliminating low-yield sows and enhancing the breeding of high-efficiency pigs [79] 4. Investment Recommendations - The report suggests that it is an opportune time to invest in leading breeding enterprises during this low cycle phase [82] - Recommended companies include DeKang Agriculture, Muyuan Foods, and Wen's Foodstuffs, among others [84]

唐人神集团股份有限公司 2026 年 2 月生猪销售简报 证券代码：002567 证券简称：唐人神 公告编号：2026-013 上述数据未经审计，与定期报告披露的数据之间可能存在差异，因此上述 数据仅作为阶段性数据供投资者参考。 二、风险提示 （一）上述披露仅包含公司生猪养殖业务销售情况，不含饲料、肉品等业 务情况。 （二）生猪市场价格波动的风险是整个生猪生产行业的系统风险，对任何 一家生猪生产者来说，都是客观存在的、不可控制的外部风险。生猪市场价格 的大幅波动（下降或上升），都可能会对公司的经营业绩产生较大影响。 三、其他提示 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。 一、生猪销售情况 唐人神集团股份有限公司（以下简称"公司"）2026 年 2 月生猪销量 42.95 万头（其中商品猪 37.95 万头，仔猪 4.99 万头），2025 年 2 月生猪销量 39.84 万头（其中商品猪 37.02 万头，仔猪 2.82 万头），同比上升 7.80%，环比下降 3.52%；销售收入合计 54,926 万元，同比下降 19.31%，环比下降 9.43%。 ...

证券代码：002567 证券简称：唐人神 公告编号：2026-014 唐人神集团股份有限公司 关于为子公司担保的进展公告 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、误导性述或重大遗漏。 唐人神集团股份有限公司（以下简称"公司"）分别于 2025 年 12 月 5 日、 2025 年 12 月 24 日召开第十届董事会第七次会议、2025 年第四次临时股东会， 审议通过了《关于 2026 年公司及子公司担保额度预计的议案》，根据公司及子 公司日常生产经营需要，公司及子公司（含授权期限内新设立或纳入的子公司） 向业务相关方（包括但不限于银行、金融机构、融资租赁公司、供应商等）申 请授信、借款、保理业务、融资租赁业务、采购或其他履约义务，公司及子公 司提供担保总额不超过 861,702 万元，额度在有效期内可循环使用，即任一时 点的担保总额不超过 861,702 万元，有效期为 2026 年 1 月 1 日至 2026 年 12 月 31 日。 上述担保包括公司为子公司提供担保、子公司为母公司提供担保、子公司 之间互相担保。担保范围包括但不限于申请银行借款、融资租赁等融资业务、 保理 ...

唐人神（002567.SZ）2月26日在投资者互动平台表示，剔除外购仔猪影响后，公司第三季度的"公司+农 户"养殖完全成本为13.3元/公斤，其他详细经营数据请及时查阅公司相关公告。目前公司已成立了专项 成本下降小组，从饲料、兽药疫苗、人工薪酬等方面降低养殖成本，力争2026年头均成本下降100元/ 头，公司肥猪完全成本争取控制在12.6元/公斤左右。预计2026年公司外购仔猪占比将逐步减少，自有 仔猪占比逐步提升。公司2026年生猪出栏进度将基于市场行情以及公司生猪生产计划制定。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：当前有部分自媒体说公司生猪成本为13.3元，请问公司 2025年12月或26年1月生猪完全成本是多少？预计什么时候能达到12.6元？2026年新生仔猪自繁比例能 否达到完全自繁？目前有无2026年生猪出栏数量目标？ ...

Core Viewpoint - The Chinese feed acidifier industry is experiencing growth as the country reduces antibiotic use in livestock farming, with feed acidifiers emerging as a safe and effective alternative, supported by government regulations and market demand for cost-effective solutions [1][9]. Industry Overview - Feed acidifiers are environmentally friendly additives that lower the pH in animal digestive tracts, improving gut health and nutrient absorption, and are composed of organic and inorganic acids [3][8]. - The industry is transitioning towards "quality improvement and efficiency enhancement," with increasing demands for refined and specialized feed formulations [1][9]. Market Size and Growth - The market size of China's feed acidifier industry is projected to reach 4.612 billion yuan by 2025, representing a year-on-year increase of 12.65% [1][9]. - The production volume of feed acidifiers is expected to reach 399,100 tons in 2025, with a year-on-year growth of 11.4%, while demand is anticipated to reach 395,100 tons, increasing by 11.5% [8]. Competitive Landscape - The feed acidifier market is fragmented, with no dominant players, but competition is expected to intensify, leading to increased market concentration in the future [9][12]. - Key companies in the industry include Weifang Jiayijia Biotechnology Co., Ltd., Shanghai Meinong Biotechnology Co., Ltd., and others [10][11]. Industry Trends - The demand for feed acidifiers is on the rise, particularly in poultry and livestock sectors, as they enhance feed digestibility and animal performance [12]. - The industry is moving towards green and sustainable production practices, incorporating bio-based organic acids and optimizing manufacturing processes to reduce waste [13]. - Product innovation is focusing on composite and precise formulations to meet diverse needs across different animal species and growth stages, enhancing the effectiveness of feed acidifiers [14].

Group 1 - The company, Tangrenshen, responded to investor inquiries on an interactive platform, indicating that it discloses information in accordance with existing accounting policies and regulatory requirements [2]

Group 1 - The company, Tangrenshen (002567.SZ), currently does not have any business related to supplying live pigs to Hong Kong or exporting live pigs [1]