Market Overview - On November 5, the comprehensive sector rose by 0.62% compared to the previous trading day, with Zhangzhou Development leading the gains [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] Stock Performance - Zhangzhou Development (000753) closed at 10.12, with a significant increase of 10.00% and a trading volume of 1.7259 million shares, resulting in a transaction value of 1.685 billion [1] - Other notable performers included: - Yuegui Co. (000833) with a closing price of 16.31, up 4.15% [1] - Zhejiang Agricultural Co. (002758) closed at 9.81, up 1.45% [1] - Yatai Group (600881) closed at 1.95, up 1.04% [1] Capital Flow Analysis - The comprehensive sector experienced a net outflow of 170 million from main funds, while retail investors saw a net inflow of 215 million [2] - The capital flow for individual stocks showed: - Yuegui Co. had a main fund net inflow of 65.0034 million, but a retail net outflow of 84.4658 million [3] - Yatai Group had a main fund net inflow of 4.3124 million, with a retail net outflow of 3.2490 million [3] - Zhejiang Agricultural Co. had a main fund net inflow of 2.6830 million, with a retail net outflow of 2.2793 million [3]

Core Insights - The fourth G3 conference for the agricultural input industry was successfully held in Jiaxing, Zhejiang, organized by Zhejiang Nong Corporation, gathering key players in the sector [1] - The conference focused on strategic transformation and upgrading, discussing challenges and opportunities in the agricultural input supply chain [2] - A consensus was reached among the participating companies to enhance collaboration and drive high-quality development in the agricultural sector [3] Group 1: Conference Overview - The G3 conference brought together Zhejiang Nong Corporation, Huillong Corporation, and Tianhe Corporation, along with leaders from the China Agricultural Input Circulation Association and Zhejiang Supply and Marketing Cooperative [1] - Key topics included supply stability, service to farmers, and strategic planning for the 14th Five-Year Plan [2] Group 2: Strategic Collaboration - A consensus document was signed, emphasizing the commitment to serve farmers, maintain supply stability, and enhance the agricultural supply chain [3] - The companies aim to integrate technological innovation with industry transformation, focusing on digitalization, sustainability, and branding [3] Group 3: Industry Development - Two specialized sessions were held to discuss enhancing capital market recognition of the agricultural input sector and promoting high-quality development in the pesticide business [4] - Participants visited key projects operated by Zhejiang Nong Corporation, gaining insights into modern agricultural practices and service innovations [4] Group 4: Industry Recognition - The successful hosting of the conference reinforced strategic trust and cooperation among listed companies in the agricultural input sector [5] - Leaders from the China Agricultural Input Circulation Association and Zhejiang Supply and Marketing Cooperative acknowledged the companies' efforts to enhance core competitiveness and contribute to national development strategies [5]

Market Performance - The Shanghai Composite Index rose by 0.55% on November 3, with 22 industries experiencing gains, led by the media and coal sectors, which increased by 3.12% and 2.52% respectively [1] - The composite industry fell by 0.39%, with a net outflow of 1.19 million in main funds [2] Fund Flow Analysis - Main funds saw a net outflow of 239.44 billion across the two markets, with the media sector receiving the highest net inflow of 20.31 billion, followed by the banking sector with an inflow of 18.31 billion [1] - In the composite industry, 12 out of 16 stocks rose, with the highest net inflow recorded for Yuegui Co., amounting to 47.45 million, followed by Sanmu Group and Yatai Group with inflows of 31.92 million and 6.88 million respectively [2] Sector Performance - The sectors with the largest net outflows included non-ferrous metals, which saw a net outflow of 70.54 billion, and the electronics sector with an outflow of 45.71 billion [1] - The composite industry's stocks with the largest net outflows included Dongyangguang, Zhangzhou Development, and Yueda Investment, with outflows of 154 million, 43.32 million, and 8.90 million respectively [2]

Core Insights - Zhejiang Agricultural Group Co., Ltd. (浙农股份) has seen a stock price increase of 14.22% year-to-date, with a recent 5-day increase of 5.57% and a 20-day increase of 8.42% [2] - The company reported a revenue of 33.08 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 7.66%, and a net profit attributable to shareholders of 218 million yuan, up 35.80% year-on-year [2] Financial Performance - As of November 3, the stock price was 9.66 yuan per share, with a market capitalization of 5.037 billion yuan [1] - The company has distributed a total of 787 million yuan in dividends since its A-share listing, with 466 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 1.99% to 26,200, with an average of 19,754 circulating shares per shareholder, an increase of 2.03% [2] - The sixth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 10.8424 million shares, a decrease of 904,500 shares compared to the previous period [3] Business Overview - The company's main business segments include fertilizers (56.69%), vehicle sales (19.50%), raw materials (8.00%), automotive aftermarket services (6.81%), pesticides (4.89%), and pharmaceuticals (2.48%) [2] - Zhejiang Agricultural Group operates in various sectors, including agricultural services, automotive trade, and pharmaceutical production and sales [2]

Core Points - Zhejiang Nonggongshang Co., Ltd. announced the transfer of 100% equity of its wholly-owned subsidiary, Zhejiang Huato Medicine Group Co., Ltd. through public listing on Zhejiang Property Exchange [1] - The total equity value of Huato Medicine was assessed at 369.0952 million yuan, with an appreciation of 186.4005 million yuan, resulting in an appreciation rate of 102.03% [1] - The transfer process was completed on October 31, 2025, with the necessary business registration changes and a new business license issued by the Shaoxing Keqiao District Market Supervision Administration [1]

证券代码：002758 证券简称：浙农股份 公告编号：2025-061 号 浙农集团股份有限公司 关于以公开挂牌方式转让全资子公司股权的进展公告 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。 一、交易概述 为进一步优化资源配置，提升公司经营效率，聚焦农业综合服务主业，公 司于 2025 年 5 月 16 日召开第五届董事会第十二次会议、第五届监事会第十一 次会议审议通过了《关于以公开挂牌方式转让全资子公司股权的议案》，同意 公司通过浙江产权交易所（以下简称"浙交所"）以公开挂牌方式转让所持有的全 资子公司浙江华通医药集团有限公司（以下简称"华通医药"）100%股权。根据 本次项目资产评估报告，华通医药全部权益价值评估结果为 36,909.52 万元，增 值额为 18,640.05 万元，增值率为 102.03%，在浙交所的首次挂牌价格以不低于 评估值的原则确定。具体内容详见公司于 2025 年 5 月 20 日在《证券时报》《证 券日报》和巨潮资讯网（www.cninfo.com.cn）披露的《关于以公开挂牌方式转 让全资子公司股权的公告》（公告编号：202 ...

Core Viewpoint - Zhejiang Agricultural Co., Ltd. is a leading agricultural service provider in China, with a diversified business portfolio covering agriculture, automotive, and pharmaceuticals, and has a full industry chain service advantage [1] Group 1: Business Performance - In Q3 2025, Zhejiang Agricultural Co., Ltd. achieved a revenue of 33.084 billion, ranking first among 16 companies in the industry, significantly higher than the second-ranked company, which reported 14.04 billion [2] - The main business composition includes fertilizers at 12.644 billion, accounting for 56.69%, and complete vehicle sales at 4.349 billion, accounting for 19.50% [2] - The net profit for the same period was 504 million, ranking second in the industry, with the first-ranked company reporting 919 million [2] Group 2: Financial Ratios - As of Q3 2025, the asset-liability ratio for Zhejiang Agricultural Co., Ltd. was 63.89%, higher than the previous year's 61.33% and above the industry average of 53.00% [3] - The gross profit margin for Q3 2025 was 5.39%, an increase from 4.75% in the previous year, but still below the industry average of 18.56% [3] Group 3: Executive Compensation - The chairman, Ye Weiyong, received a salary of 1.72 million in 2024, an increase of 1.55 million compared to 2023 [4] - The general manager, Zeng Yuefang, received a salary of 1.72 million in 2024, a decrease of 14,300 compared to 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 1.99% to 26,200 [5] - The average number of circulating A-shares held per shareholder increased by 2.03% to 19,800 [5] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked sixth, holding 10.8424 million shares, a decrease of 904,500 shares from the previous period [5]

关于持股 5%以上股东减持至 5%以下暨权益变动的提示性公告 证券代码：002758 证券简称：浙农股份 公告编号：2025-060 号 浙农集团股份有限公司 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。 特别提示： 1、本次权益变动后，浙江泰安泰投资咨询合伙企业（有限合伙）（以下简 称"泰安泰"）持有浙农集团股份有限公司（以下简称"公司"）股份 25,475,504 股， 占剔除公司回购专用证券账户股份后总股本的 4.999997%，不再是公司持股 5% 以上股东。 2、本次权益变动属于股东在减持计划范围内减持股份，不触及要约收购。 3、本次权益变动不会导致公司控股股东和实际控制人发生变化，不会对公 司股权结构及持续经营产生重大影响。 公司于近日收到股东泰安泰出具的《简式权益变动报告书》，获悉其因减 持股份，持股比例下降至4.999997%，现将具体情况公告如下： 一、本次权益变动的基本情况 1、泰安泰股份来源为公司 2020 年重大资产重组发行股份购买资产时 ...

浙农集团股份有限公司 简式权益变动报告书 上市公司名称：浙农集团股份有限公司 股票上市地点：深圳证券交易所 股票简称：浙农股份 股票代码：002758 信息披露义务人：浙江泰安泰投资咨询合伙企业（有限合伙） 住所：浙江省杭州市滨江区泰安路 199 号浙江农资大厦 25 楼 2511 室 通讯地址：浙江省杭州市滨江区泰安路 199 号浙江农资大厦 25 楼 2511 室 股份变动性质：股份减少，持股比例降至 5%以下 签署日期：2025 年 10 月 29 日 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式 准则第 15 号——权益变动报告书》及其他相关法律法规编制本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《证券法》《收购管理办法》的规定，本报告书已全面披露信息 披露义务人在浙农集团股份有限公司中拥有权益的股份变动情况。 四、截至本报告书签署之日，除本报告书披露的信息外，上述信息披露义 务人没有通过任何其他方式增加或减少其在浙农集团股份有限公司中拥有权益 的股份。 五 ...

浙农集团股份有限公司 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 10 月 13 日至 2025 年 10 月 28 日通过集中 竞价交易方式合计减持 5,082,900 股。上述股份减持导致泰安泰持有公司的股份 比例由 6.11%下降至 5.12%，股份变动触及 1%整数倍。现将具体情况公告如下： 证券代码：002758 证券简称：浙农股份 公告编号：2025-059 号 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 8 月 6 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 8 月 28 日-2025 年 11 月 27 日）以集中竞价或大 ...