证券代码：002688 证券简称：金河生 物 公告编号：2025-040 金河生物科技股份有限公司 本公司及董事会全体人员保证公告内容真实、准确和完整，并对公告中的虚 假记载、误导性陈述或者重大遗漏承担责任。 金河生物科技股份有限公司（以下简称"公司"）于近日收到控股股东内蒙 古金河控股有限公司（以下简称"金河控股"）的通知，获悉金河控股所持有本 公司的部分股份质押。具体事项如下： 一、股东股份质押的基本情况 | 金河控股 | | 241,758,670 | 31.33% | 143,291,000 | 163,041,000 | | 67.44% | 21.13% | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0 | 0 | 0 | 0 | | | | | | | | | 路牡丹 | | 25,964,401 | 3.36% | 0 | | 0 | 0 | 0 | | | | 0 | 0 | 0 | 0 | | | | | | | | | 王志军 | | 2,318,931 | 0.30% | 0 | ...

Core Viewpoint - The company has completed the repurchase and cancellation of 60,000 restricted stocks from one incentive object due to retirement, which represents 0.01% of the total share capital before the repurchase [1][7]. Summary by Relevant Sections Incentive Plan Details - The 2023 restricted stock incentive plan involved one incentive object, with a total of 60,000 shares repurchased at a price of 2.39 yuan per share, totaling 143,400 yuan [1][7]. - After the cancellation, the company's total share capital decreased from 771,694,398 shares to 771,634,398 shares [1][7]. Approval Procedures - The company has followed the necessary approval procedures for the 2023 restricted stock incentive plan, including independent opinions from the board and verification from the supervisory board [1][2][3]. Repurchase Reasons and Conditions - The repurchase was necessitated by the retirement of one incentive object, who no longer qualifies for the incentive plan, leading to the cancellation of their unvested shares [6][7]. - The repurchase price was adjusted to 2.39 yuan per share, in accordance with the company's regulations [6][7]. Impact on Company Structure - The repurchase of restricted stocks will not adversely affect the company's operational results or its compliance with listing conditions, and the stock incentive plan will continue to be executed as per regulations [8].

证券代码：002688 证券简称：金河生物 公告编号：2025-038 2、2023 年 4 月 21 日，公司召开第五届监事会第二十四次会议，审议通过 了《关于公司<2023 年限制性股票激励计划（草案）>及其摘要的议案》《关于 公司<2023 年限制性股票激励计划实施考核管理办法>的议案》《关于核查公司 <2023 年限制性股票激励计划首次授予激励对象名单>的议案》。公司监事会对 本激励计划的相关事项进行核实并出具了相关核查意见。 1 金河生物科技股份有限公司 关于 2023 年限制性股票激励计划部分已授予限制性 股票回购注销完成的公告 本公司及董事会全体人员保证公告内容真实、准确和完整，并对公告中的虚 假记载、误导性陈述或者重大遗漏承担责任。 重要内容提示： 1、金河生物科技股份有限公司（以下简称"公司"）本次回购注销 2023 年限制性股 票激励计划涉及的激励对象人数为 1 名，回购注销的限制性股票数量为 60,000 股，占回购 前公司总股本 771,694,398 股的 0.01%，回购价格为 2.39 元/股，回购金额共计 143,400.00 元。本次回购注销完成后，公司总股本由 771,69 ...

证券代码：002688 证券简称：金河生物 公告编号：2025-040 金河生物科技股份有限公司 关于控股股东部分股份质押的公告 本公司及董事会全体人员保证公告内容真实、准确和完整，并对公告中的虚 假记载、误导性陈述或者重大遗漏承担责任。 金河生物科技股份有限公司（以下简称"公司"）于近日收到控股股东内蒙 古金河控股有限公司（以下简称"金河控股"）的通知，获悉金河控股所持有本 公司的部分股份质押。具体事项如下： | 股东 | 是否为控股 股东或第一 | 本次质押数 | 占其所 | 占公司 | 是否 | 是否为 | 质押开 | 质押到 | | 质权 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及其 | 量（股） | 持股份 | 总股本 | 为限 | 补充质 | 始日期 | 期日 | | 人 | 质押用途 | | | 一致行动人 | | 比例 | 比例 | 售股 | 押 | | | | | | | 金河 | 是 | 19,750,000 | 8.17% | 2.56% | 否 | 否 ...

Group 1 - The grain concept sector rose by 1.13%, ranking 10th among concept sectors, with 27 stocks increasing in value [1] - Notable gainers included Chuaning Biological, which hit a 20% limit up, and *ST Wanfang, which also reached the limit up, while Qiu Le Seed Industry and Shennong Seed Industry rose by 6.81% and 3.50% respectively [1] - The sector saw a net inflow of 433 million yuan from main funds, with 22 stocks receiving net inflows, and 8 stocks exceeding 10 million yuan in net inflow [2] Group 2 - Chuaning Biological led the net inflow with 558 million yuan, followed by Shennong Seed Industry and Weiwei Shares with net inflows of 56.82 million yuan and 29.74 million yuan respectively [2][3] - The net inflow ratio for *ST Wanfang was 92.90%, indicating a strong interest from main funds [3] - Other stocks with significant net inflow ratios included Chuaning Biological at 28.09% and Huazi Industry at 12.25% [3] Group 3 - The top gainers in the grain concept sector included Chuaning Biological, which had a trading volume turnover rate of 23.97%, and Shennong Seed Industry with a turnover rate of 24.42% [3] - Stocks such as Weiwei Shares and Black Sesame also showed positive performance with increases of 2.26% and 1.87% respectively [3] - Conversely, stocks like Tianhong Shares and Lianhua Holdings experienced declines of 3.89% and 2.91% respectively, indicating a mixed performance within the sector [5]

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights the significant role of agricultural technology innovation in modernizing agriculture, emphasizing the importance of enhancing the innovation ecosystem and supporting agricultural self-sufficiency [11] - In the pig farming sector, the average price of pigs is currently fluctuating around 14.5-15 CNY/kg, with a slight decrease observed this week [12] - The report suggests that the commercialization of genetically modified crops will accelerate, which is expected to improve self-sufficiency in key varieties [11] Summary by Sections Planting Industry Chain - The Ministry of Agriculture and other departments have issued an implementation opinion to enhance the agricultural technology innovation system, focusing on eight key tasks [11] - Companies like Beidahuang and Su-Kun Agricultural Development are expected to benefit from these initiatives [11] Pig Farming - The average price of external three yuan pigs is 14.80 CNY/kg, with a week-on-week change of -0.05% [12] - The number of breeding sows is 40.39 million, showing a slight decrease of 0.66% [12] - The report recommends focusing on companies with significant cost improvements and high future output elasticity, such as Jingji Zhino, Muyuan Foods, and Wens Foodstuff [12] Key Company Recommendations - Recommended companies in the planting sector include Longping High-Tech, Denghai Seeds, and Qianyuan High-Tech [11] - In the pig farming sector, companies like Muyuan Foods, Wens Foodstuff, and Haida Group are highlighted for their potential benefits [12] - The report also mentions companies in the animal health sector, such as Jinhai Biological and Zhongmu Co., which are expected to gain from market trends [12]

证券代码：002688 证券简称：金河生物 公告编号：2025-037 金河生物科技股份有限公司 关于控股股东部分股份解除质押的公告 金河生物科技股份有限公司（以下简称"公司"）于近日收到控股股东内蒙 古金河控股有限公司（以下简称"金河控股"）的通知，获悉金河控股所持有本 公司的部分股份解除质押。具体事项如下： 一、股东股份解除质押基本情况 | 股东名称 | 是否为控股股东 | 本次解除 | 占其所 | 占公司 | 质押开始 | 质押解除日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 或第一大股东及 | 质押股份 | 持股份 | 总股本 | | | | | | 其一致行动人 | 数量 | 比例 | 比例 | 日期 | 期 | | | | | | | | 2022 年 07 | | | | 金河控股 | 是 | 11,400,472 | 4.71% | 1.48% | 月 27 日 | 2025 年 5 月 | 华西证券股 | | | | 6,883,527 | 2.85% | 0.89% | 2023 年 3 | 9 日 | 份有 ...

金河生物（002688）公告，控股股东金河控股近日解除质押1828.4万股，占其所持股份比例7.56%，占 公司总股本比例2.37%。质押开始日期为2022年7月27日和2023年3月14日，质权人为华西证券 （002926）股份有限公司。截至公告披露日，金河控股及其一致行动人累计质押公司股份1.43亿股，占 其所持股份比例51.41%，占公司总股本比例18.57%，不存在平仓风险。 ...

Investment Rating - Industry Rating: Outperform the market (maintained rating) [12] Core Views - The pet sector continues to show high prosperity, driven by domestic substitution and consumption upgrades, leading to a dual increase in volume and price [1][2] - The industry is transitioning from "scale expansion" to "value creation," with leading companies shifting from "manufacturing" to "intelligent manufacturing" through formula innovation and precise demand capture [2][17] - The domestic pet food market remains strong, with a significant increase in sales and exports, indicating robust growth potential for domestic brands [2][17] Summary by Sections Pet Sector - The fifth TOPS Pet Expo in Shanghai showcased over 1,200 exhibitors and 8,000+ brands, reflecting strong growth momentum in the pet industry, with a 43% year-on-year increase in attendance [1][16] - Trends in pet food are shifting towards precision nutrition, with a focus on age-specific feeding and high-end production techniques [1][16] - Key recommended companies in the pet food sector include Guibao Pet, Zhongchong Co., Petty Co., and Lusi Co., with additional recommendations for pet medical and product companies [2][17] Swine Sector - As of May 10, the average price of live pigs was 14.90 yuan/kg, showing a slight decline, with production capacity continuing to grow [3][18] - The industry is facing a potential downturn in profitability due to weak demand and seasonal price declines [3][19] - Recommended companies include leading players such as Wens Foodstuffs and Muyuan Foods, with a focus on core assets [19] Poultry Sector - The white chicken segment is facing uncertainties in breeding imports, with a significant decline in the number of breeding stock updated [20][21] - The yellow chicken segment is expected to benefit from improved consumer demand, with stable prices observed [23] - Recommended companies include Shengnong Development and Lihua Co. for white chicken, and Wens Foodstuffs for yellow chicken [22][23] Planting Sector - The government emphasizes agricultural technology innovation and self-sufficiency in food security, with a focus on biological breeding [25][26] - Recommended companies in the seed sector include Longping High-Tech and Dabeinong, with additional focus on agricultural water-saving technologies [25][26] Feed and Animal Health Sector - Hai Da Group is highlighted for its market share growth and consistent performance in the feed sector [27] - The animal health sector is seeing new opportunities in pet health products, with recommended companies including KQ Bio and Zhongmu Co. [28]

金河生物：公司已于今年5月1日起，提高美国市场终端售价，以有效覆盖增加的关税成本。 ...