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 ...

Core Points - The Shanghai Composite Index fell by 0.22% on October 28, with 10 industries rising, led by the comprehensive and defense industries, which increased by 2.06% and 1.07% respectively [1] - The comprehensive industry saw a net inflow of 72.61 million yuan, with 10 out of 16 stocks in this sector rising, including 2 hitting the daily limit [1] - The top three stocks with the highest net inflow in the comprehensive industry were Dongyangguang with 236 million yuan, Nanjing Public Utilities with 79.69 million yuan, and Teli A with 7.82 million yuan [1] Industry Summary - The comprehensive industry ranked first in terms of daily gains, with a rise of 2.06% and a total of 16 stocks [1] - The top gainers in the comprehensive industry included Dongyangguang, which rose by 2.77%, and Nanjing Public Utilities, which surged by 10.06% [1] - The sectors with the largest declines were non-ferrous metals and beauty care, with decreases of 2.72% and 1.51% respectively [1] Fund Flow Analysis - In the comprehensive industry, 7 stocks experienced net inflows, while 3 stocks saw net outflows [1] - The stocks with the largest net outflows included Zhangzhou Development, Yuegui Co., and Zhejiang Agricultural Co., with outflows of 111 million yuan, 92.64 million yuan, and 19.19 million yuan respectively [1] - The trading volume and turnover rates varied significantly among the stocks, with some stocks like Sanmu Group showing a high turnover rate of 14.74% despite a negative net fund flow [1]

Core Insights - Zhejiang Agricultural Co., Ltd. (002758.SZ) reported a total operating revenue of 33.084 billion yuan for Q3 2025, with a net profit attributable to shareholders of 218 million yuan and a net cash inflow from operating activities of 1.526 billion yuan [1]. Financial Performance - The company's latest asset-liability ratio stands at 63.89%, ranking 7th among disclosed peers, which is an increase of 2.56 percentage points compared to the same period last year [3]. - The latest gross profit margin is 5.39%, placing the company 9th among peers. The return on equity (ROE) is 4.54% [4]. - The diluted earnings per share (EPS) is 0.17 yuan, a decrease of 0.14 yuan compared to the same reporting period last year, reflecting a year-on-year decline of 45.16% [4]. - The total asset turnover ratio is 1.68 times, and the inventory turnover ratio is 5.34 times [4]. Shareholder Structure - The number of shareholders is 26,200, with the top ten shareholders holding a total of 296 million shares, accounting for 56.71% of the total share capital. The top shareholders are as follows: - Zhejiang Agricultural Holdings Group Co., Ltd. - 19.5% - Zhejiang Xinghe Group Co., Ltd. - 11.1% - Zhejiang Shaoxing Huayuan Trading Group Co., Ltd. - 10.5% - Zhejiang Taian Tai Investment Consulting Partnership (Limited Partnership) - 5.97% - Qian Mushui - 2.18% - Hong Kong Central Clearing Limited - 2.08% - Wang Leping - 1.99% - Zhejiang Xinghe Venture Capital Co., Ltd. - 1.41% - Zhu Guoliang - 1.02% - Shen Jianchao - 0.81% [4].