证券代码：002758 证券简称：浙农股份 公告编号：2025-035 号 浙农集团股份有限公司 关于持股 5%以上股东减持计划实施完成暨减持结果公告 股东浙江泰安泰投资咨询合伙企业（有限合伙）保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 浙农集团股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日披露了《关 于持股 5%以上股东减持股份预披露公告》，股东浙江泰安泰投资咨询合伙企业 （有限合伙）（以下简称"泰安泰"）计划在公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 5 月 23 日-2025 年 8 月 22 日）以集中竞价或大宗交易方式合 计减持公司股份不超过 15,286,356 股。 2、股东本次减持前后持股情况 注：公告中权益变动的减持比例和变动后的持股比例根据 2025 年 7 月 24 日的总股本测算，变动前持股比例与 2025 年 4 月 28 日披露的《关于持股 5%以 上股东减持股份预披露公告》保持一致，其中总股份均剔除了公司回购专用账户 中的股份数 ...

浙农集团股份有限公司 关于持股 5%以上股东股份变动触及 1%整数倍的公告 证券代码：002758 证券简称：浙农股份 公告编号：2025-034 号 股东浙江泰安泰投资咨询合伙企业（有限合伙）保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 浙农集团股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日披露了《关 于持股 5%以上股东减持股份预披露公告》，股东浙江泰安泰投资咨询合伙企业 （有限合伙）（以下简称"泰安泰"）计划在公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 5 月 23 日-2025 年 8 月 22 日）以集中竞价或大宗交易方式合 计减持公司股份不超过 15,286,356 股。 公司于近日接到泰安泰出具的《关于股份减持进展情况的告知函》，获悉其 根据前期披露的减持计划，于 2025 年 7 月 16 日至 2025 年 7 月 21 日通过大宗交 易方式合计减持 5,000,000 股。上述股份减持导致泰安泰持有公司的股份比例由 7.72%下降至 6.74 ...

Summary of Key Points Core Viewpoint - The A-share market experienced significant block trading activity on July 21, with a total transaction volume of 1.717 billion yuan across 75 stocks, indicating notable investor interest in specific companies [1]. Group 1: Trading Activity - A total of 75 stocks had block trades, with a total transaction value of 1.717 billion yuan [1]. - The top three stocks by transaction value were SAIC Motor Group (1.57 billion yuan), Tianwei Food (1.55 billion yuan), and Sifang Co., Ltd. (1.07 billion yuan) [1]. Group 2: Pricing Trends - Among the stocks traded, 10 stocks were sold at par value, 5 at a premium, and 60 at a discount [1]. - The stocks with the highest premium rates were Jiangsu Shentong (2.64%), Jindi Group (1.83%), and Minsheng Bank (1.11%) [1]. - The stocks with the highest discount rates were Langke Intelligent (27.09%), Energy Iron Han (25.78%), and Betta Pharmaceuticals (22.86%) [1]. Group 3: Institutional Trading - The top stocks by institutional buying were SAIC Motor Group (1.57 billion yuan), XCMG Machinery (1.04 billion yuan), and Milky Way (77.6 million yuan) [2]. - The top stocks by institutional selling included North Copper Industry (30.9 million yuan), Jindi Group (15.9 million yuan), and New Strong Link (3.5 million yuan) [2].

Core Viewpoint - The recent rise in potash fertilizer prices is attributed to speculative trading rather than actual supply and demand fundamentals, leading to a significant deviation from reasonable price levels [2][3] Group 1: Industry Initiatives - Seven major potash fertilizer companies have issued a joint initiative to increase supply and reduce prices to restore reasonable market levels [2] - The initiative emphasizes that the current period is not a peak demand season for agriculture, and the domestic supply of potash fertilizer is relatively sufficient [2][3] Group 2: Market Dynamics - The potash fertilizer market is expected to see a significant increase in import volumes, ensuring adequate agricultural fertilizer demand [2] - The industry is urged to resist malicious speculation, maintain market order, and stabilize expectations to facilitate a return to reasonable pricing [3] Group 3: Future Outlook - The supply of foreign potash fertilizer is anticipated to recover in 2024, with overall trade demand expected to rise, while domestic supply and demand remain robust [3] - Despite challenges such as geopolitical tensions and supply chain restructuring, domestic potash fertilizer companies are committed to stabilizing production and meeting government supply and price stability targets [3]

Core Viewpoint - A coalition of seven major potassium fertilizer distribution companies in China has issued an initiative to increase potassium fertilizer supply and reduce prices, aiming to bring fertilizer prices back to reasonable levels [1] Group 1: Industry Supply and Demand - The coalition includes China Agricultural Production Materials Group Co., Ltd., Sinochem Fertilizer Co., Ltd., China Chemical Construction Corporation, Huakan International Trade Co., Ltd., Zhejiang Agricultural Group Co., Ltd., Guangdong Tianhe Agricultural Materials Co., Ltd., and Heilongjiang Supply and Marketing Beifeng Agricultural Social Service Co., Ltd. [1] - The companies emphasize the need to correctly assess the current potassium fertilizer supply and demand situation, resist malicious speculation, and maintain market order [1] Group 2: Market Conditions - A meeting held on July 15 concluded that the domestic potassium fertilizer market supply is relatively sufficient during the non-agricultural demand peak season, and future imports of potassium fertilizer are expected to increase significantly [1] - The recent rise in potassium fertilizer prices is attributed to speculative activities, which have deviated significantly from the fundamental supply and demand dynamics [1]

证券代码：002758 证券简称：浙农股份 公告编号：2025-033 号 浙农集团股份有限公司 关于持股 5%以上股东股份变动触及 1%整数倍的公告 股东浙江泰安泰投资咨询合伙企业（有限合伙）保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 浙农集团股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日披露了《关 于持股 5%以上股东减持股份预披露公告》，股东浙江泰安泰投资咨询合伙企业 （有限合伙）（以下简称"泰安泰"）计划在公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 5 月 23 日-2025 年 8 月 22 日）以集中竞价或大宗交易方式合 计减持公司股份不超过 15,286,356 股。 公司于近日接到泰安泰出具的《关于股份减持进展情况的告知函》，获悉其 根据前期披露的减持计划，于 2025 年 6 月 9 日至 2025 年 7 月 11 日通过集中竞 价交易方式合计减持 4,174,200 股；于 2025 年 7 月 14 日通过大宗交易方式减持 2,000, ...

关于股份回购进展情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 浙农集团股份有限公司（以下简称"公司"）于 2024 年 9 月 13 日召开第五届 董事会第七次会议和第五届监事会第七次会议，审议通过了《关于股份回购方案 的议案》，同意公司以集中竞价交易方式回购部分公司已发行的人民币普通股（A 股）股票，用于实施股权激励计划或员工持股计划。本次回购股份的资金总额不 低于人民币 1 亿元（含）且不超过人民币 2 亿元（含），回购股份价格不超过人 民币 11.14 元/股（含）。回购股份的实施期限为自公司董事会审议通过本次回购 股份方案之日起 12 个月内。具体内容详见 2024 年 9 月 14 日、2024 年 9 月 20 日公司在《证券时报》《证券日报》和巨潮资讯网（www.cninfo.com.cn）披露 的《关于股份回购方案的公告》（公告编号：2024-038）、《回购股份报告书》 （公告编号：2024-040）。 因公司实施 2024 年年度权益分派，公司回购股份价格上限由不超过人民币 11.14 元/股调整为不超过人民币 10.85 元 ...

Core Viewpoint - Zhejiang Nong Group Co., Ltd. announced a shareholding change involving a significant shareholder, Zhejiang Tai'an Tai Investment Consulting Partnership (Limited Partnership), which plans to reduce its stake in the company by up to 15,286,356 shares over a specified period [1][2]. Group 1: Shareholding Change Announcement - Zhejiang Tai'an Tai plans to reduce its holdings from May 23, 2025, to August 22, 2025, through centralized bidding or block trading [1]. - The reduction is in line with the previously disclosed plan and will not affect the company's control or significant operational structure [2][7]. Group 2: Reduction Details - From June 4 to June 6, 2025, Zhejiang Tai'an Tai reduced its holdings by 921,200 shares, decreasing its ownership percentage from 9.11% to 8.93% [2][5]. - The total number of shares held after the reduction is 45,517,004, representing 8.93% of the total share capital [5][6]. Group 3: Compliance and Regulations - The share reduction complies with relevant laws and regulations, including the Company Law and Securities Law, ensuring no violation of shareholder rights or regulations [2][7]. - The reduction plan allows for a maximum of 3% of the total share capital to be sold, with specific limits on daily transactions [7].

浙农集团股份有限公司 关于持股 5%以上股东股份变动触及 1%整数倍的公告 股东浙江泰安泰投资咨询合伙企业（有限合伙）保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 证券代码：002758 证券简称：浙农股份 公告编号：2025-031 号 浙农集团股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日披露了《关 于持股 5%以上股东减持股份预披露公告》，股东浙江泰安泰投资咨询合伙企业 （有限合伙）（以下简称"泰安泰"）计划在公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 5 月 23 日-2025 年 8 月 22 日）以集中竞价或大宗交易方式合 计减持公司股份不超过 15,286,356 股。 公司于近日接到泰安泰出具的《关于股份减持进展情况的告知函》，获悉其 根据前期披露的减持计划，于 2025 年 6 月 4 日至 2025 年 6 月 6 日通过集中竞价 交易方式合计减持 921,200 股。上述股份减持导致泰安泰持有公司的股份比例由 9.11%下降至 8.93%， ...

Group 1 - The supply and marketing cooperative concept index fell by 0.05%, ranking among the top declines in concept sectors as of the market close on June 9 [1][2] - Within the supply and marketing cooperative sector, notable declines were observed in stocks such as Hunan Development, YK International, and Zhongnong Lihua, while stocks like Huangshan Gujie, New Power Financial, and Huillong Co. saw increases of 1.96%, 1.87%, and 0.67% respectively [1][2] - The sector experienced a net outflow of 186 million yuan, with Hunan Development leading the outflow at 144.96 million yuan, followed by YK International and Zhongnong Lihua with outflows of 17.95 million yuan and 16.76 million yuan respectively [2][3] Group 2 - The top gainers in the supply and marketing cooperative sector included New Power Financial, Zhongzai Resources, and Zhejiang Agricultural Shares, with net inflows of 28.07 million yuan, 2.06 million yuan, and 1.20 million yuan respectively [2][3] - The trading volume for Hunan Development was 16.52%, with a price drop of 2.09%, indicating significant trading activity despite the decline [2][3] - The overall market sentiment reflected a mixed performance across various sectors, with the CRO concept leading gains at 4.73% while metals like lead and copper experienced slight declines [2]