证券之星消息，11月19日种植业板块较上一交易日下跌0.54%，海南橡胶领跌。当日上证指数报收于 3946.74，上涨0.18%。深证成指报收于13080.09，下跌0.0%。种植业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601118 | 海南橡胶 | 5.90 | -3.28% | 69.78万 | 4.13亿 | | 300189 | 神农种业 | 5.62 | -2.77% | 205.12万 | 11.49亿 | | 920087 | 秋乐种业 | 16.00 | -2.74% | 5.24万 | 8445.00万 | | 600883 | 博闻科技 | 8.72 | -2.02% | 1 3.79万 | 3323.95万 | | 603336 | 宏辉果疏 | 9.57 | -1.85% | 10.28万 | 9899.11万 | | 300511 | 雪榕生物 | 7.14 | -1.79% | 18.14万 | 1.30亿 | | 300970 | 华 ...

Core Insights - The report emphasizes the cyclical nature of the pig farming industry, indicating that the downward cycle is nearing its end, with a potential upward turning point expected in 2026 [3][19] - The pet economy remains a key growth area, highlighting investment opportunities in niche sectors [4] Group 1: Industry Overview - The agricultural sector, particularly the pig farming segment, is experiencing a downturn, with 2025 expected to see continued losses, leading to a price bottom in the first half of 2026 [5][19] - The chicken farming sector is also under pressure, with expectations of supply-side stabilization and demand recovery in 2026 [20] - The cattle farming sector is projected to face a supply contraction starting in 2026, which may last until 2027 [21] Group 2: Investment Opportunities - The pet food industry is anticipated to maintain its growth trajectory, with leading companies increasing their market share despite challenges in export performance [5][4] - The blueberry market in Yunnan is expected to see profit realization from 2024 to 2025, with growth potential continuing into 2026-2027 [5] - The artificial cultivation of Cordyceps is gaining traction as natural production declines, with early movers in this space likely to see performance improvements [5] Group 3: Key Companies to Watch - The report identifies several key companies for investment consideration, including Muyuan Foods, Wens Foodstuff Group, DeKang Agriculture, TianKang Biological, and others in the pet food sector [5]

北京商报讯（记者 郭秀娟 王悦彤） 11月17日，众兴菌业在投资者互动平台回答投资者提问称，子公司 昌宏农业冬虫夏草工厂化生态繁育项目已部分技改完成并陆续进入试生产，前三季度实现营业收入占公 司总营业收入的比例较小，其他项目正在建设中。公司正在积极探索和完善冬虫夏草（生态繁育）产品 的销售模式及渠道。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 3、股票期权首次授予日：2025年10月15日 4、股票期权首次授予登记完成日：2025年11月14日 5、股票期权首次授予登记数量：1,150.00万份，行权价格：6.87元/股； 6、股票期权首次授予登记人数：17人 天水众兴菌业科技股份有限公司（以下简称"公司"或"本公司"）根据《上市公司股权激励管理办法》 （以下简称《管理办法》）、深圳证券交易所、中国证券登记结算有限责任公司深圳分公司及公司 《2025年股票期权激励计划（草案）》及其摘要的规定，完成了2025年股票期权激励计划（以下简 称"本激励计划"）首次授予登记工作，现将有关情况公告如下： 一、本激励计划已履行的决策程序和信息披露情况 重要内容提示： 1、股票期权简称：众兴JLC1 2、股票期权代码：037942 1、2025年09月25日，公司召开第五届董事会第十五次会议审议通过了《关于审议〈天水众兴菌业科技 股份有限公司2025年股票期权激励计划（草案）及其摘要〉的议案》、《关于审议〈天水众兴菌业 ...

证券代码：002772 证券简称：众兴菌业 公告编号：2025-073 天水众兴菌业科技股份有限公司 关于 2025 年股票期权激励计划首次授予登记完成的公告 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。 重要内容提示： 天水众兴菌业科技股份有限公司（以下简称"公司"或"本公司"）根据《上 市公司股权激励管理办法》（以下简称《管理办法》）、深圳证券交易所、中国 证券登记结算有限责任公司深圳分公司及公司《2025 年股票期权激励计划（草 案）》及其摘要的规定，完成了 2025 年股票期权激励计划（以下简称"本激励 计划"）首次授予登记工作，现将有关情况公告如下： 一、本激励计划已履行的决策程序和信息披露情况 1、2025 年 09 月 25 日，公司召开第五届董事会第十五次会议审议通过了《关 于审议<天水众兴菌业科技股份有限公司 2025 年股票期权激励计划（草案）及其 摘要>的议案》、《关于审议<天水众兴菌业科技股份有限公司 2025 年股票期权 激励计划实施考核管理办法>的议案》及《关于提请股东会授权董事会办理 2025 年股票期权激励计划相关事宜的议案》 ...

Core Viewpoint - A-share listed companies are actively subscribing to private equity products, with a total subscription amount reaching 818 million yuan as of November 7 this year [1]. Subscription Overview - Ten listed companies have disclosed their subscription or continued subscription to private equity products, involving a total of 13 private equity firms [1]. - The private equity firms are categorized by management scale: four firms have over 10 billion yuan, four firms are in the 1-2 billion yuan range, three firms are in the 0-500 million yuan range, one firm has 5-10 billion yuan, and one firm has 2-5 billion yuan [1]. Notable Subscriptions - Yaxing Anchor Chain (601890.SH) has made the largest investment, with a total subscription amount of 263 million yuan across three private equity products this year [2][3]. - Yongji Co., Ltd. (603058.SH) has invested 100 million yuan in the "Shanzha Tree Zhenzhu 5" product, showing a history of multiple investments in this product since 2020 [4]. - Zhongxing Junye (002772.SZ) extended the investment period for the "Shanyuan Jin 206" product, which it initially subscribed to for 100 million yuan in 2021 [5]. Preference for Large Private Equity Firms - Diya Co., Ltd. (301177.SZ) and Innovation New Materials (600361.SH) prefer large private equity firms, with Diya investing 60 million yuan in two products from firms with over 10 billion yuan in management scale [6]. - Other companies like Heshun Petroleum (603353.SH) and Jinzhen Co., Ltd. (600446.SH) have also made significant investments in various private equity products this year [6]. Historical Performance and Returns - Companies have reported past performance and returns from their private equity investments, such as Yangguang Lighting (600261.SH) redeeming portions of its investments and realizing significant returns [8]. - Yongji Co., Ltd. reported a total investment return of 121 million yuan from the "Shanzha Tree Zhenzhu 5" product in 2021, but saw a decline in investment returns in 2022 due to reduced gains from private equity redemptions [8].

Group 1 - The company has approved the use of up to 600 million RMB of idle funds for entrusted wealth management, with a usage period of 12 months from the board's approval date [2][3][17] - The company has made several investments in wealth management products, including 30 million RMB in "Pacific Securities Jin Yuan Bao No. 8" and 50 million RMB in "China Post Securities Hong Yu No. 1" [6][8][11] - As of the announcement date, the total amount of wealth management products held by the company is 370 million RMB [17] Group 2 - The company has approved a guarantee limit of up to 1.97 billion RMB for its subsidiaries for the year 2025, with specific limits based on the subsidiaries' asset-liability ratios [19][20] - The company has signed several irrevocable guarantee agreements with banks for its subsidiaries, including a guarantee of 30 million RMB for Jiangsu Zhongyou and 20 million RMB for Anyang Zhongxing [21][22] - The total balance of guarantees provided by the company to its subsidiaries is 1.129 billion RMB, accounting for 34.04% of the company's latest audited net assets [24] Group 3 - The company is progressing with a project investment agreement to build a medicinal mushroom industry park, with a total investment of 700 million RMB [34][36] - A supplementary agreement has been signed to adjust the rental area and rental fees for the project, reducing the first phase rental area from 159,100 square meters to 132,000 square meters and the annual rent from 14.85 million RMB to approximately 12.3 million RMB [37][38] - The total investment amount for the project remains unchanged despite adjustments in rental terms [38]

证券日报网讯11月7日晚间，众兴菌业（002772）发布公告称，无逾期对外担保，无涉及诉讼的担保及 因担保被判决败诉而承担损失的情形。 ...

Core Points - Tianshui Zhongxing Mushroom Industry Technology Co., Ltd. announced the approval of a supplementary agreement for an external investment matter during the 18th meeting of its fifth board of directors held on November 7, 2025 [1][4] - The board meeting was conducted via telecommunication, with all nine directors present, and complied with the relevant regulations of the Company Law and the Articles of Association [2][3] - The proposal for the supplementary agreement was passed unanimously by the board, indicating strong support for the external investment initiative [3] Meeting Details - The board meeting was chaired by Chairman Gao Boshun and the notice was sent to all directors and senior management on November 3, 2025 [2] - The meeting had a total of nine directors, all of whom participated, ensuring a full attendance [2] Proposal and Voting Results - The proposal regarding the signing of the supplementary agreement was approved with a vote of 9 in favor, 0 against, and 0 abstentions, reflecting a consensus among the board members [3] - Prior to the board meeting, the proposal had already been reviewed and approved by the company's fifth board strategic committee [3] Follow-up Actions - The board has authorized the management team to sign the supplementary agreement and handle related follow-up matters [4] - The company will disclose further details regarding the supplementary agreement through designated media outlets, indicating a commitment to transparency [4] - The approval of this proposal marks a significant step forward for Zhongxing Mushroom in its external investment endeavors, with the market expected to closely monitor the implications for the company's operational development [4]

每经AI快讯，众兴菌业（SZ 002772，收盘价：13.5元）11月7日晚间发布公告称，公司第五届第十八次 董事会会议于2025年11月7日在公司会议室以通讯方式召开。会议审议了《关于对外投资事项签署补充 协议的议案》等文件。 2025年1至6月份，众兴菌业的营业收入构成为：农业种植业占比99.78%，租赁业务占比0.22%。 截至发稿，众兴菌业市值为53亿元。 每经头条（nbdtoutiao）——"十五五"新风口！专访五年规划深度参与者董煜：锚定4大新兴产业和6大 未来产业 （记者 王晓波） ...