宏利消费红利指数A（008928）基金经理为李婷婷。 截至发稿，李婷婷累计任职时间4年59天，现任基金资产总规模23.22亿元，任职期间最佳基金回报 43.8%， 任职期间最差基金回报-35.89%。 从众兴菌业十大流通股东角度 数据显示，宏利基金旗下1只基金位居众兴菌业十大流通股东。宏利消费红利指数A（008928）三季度 增持36.31万股，持有股数349.8万股，占流通股的比例为0.9%。根据测算，今日浮盈赚取约297.33万 元。 宏利消费红利指数A（008928）成立日期2020年3月26日，最新规模7.2亿。今年以来亏损0.21%，同类 排名4898/5580；近一年收益8.18%，同类排名3738/4297；成立以来收益58.61%。 从基金十大重仓股角度 2月24日，众兴菌业涨5.2%，截至发稿，报17.21元/股，成交1.10亿元，换手率1.67%，总市值67.68亿 元。 资料显示，天水众兴菌业科技股份有限公司位于甘肃省天水市秦州区建设路185号，成立日期2005年11 月18日，上市日期2015年6月26日，公司主营业务涉及食用菌研发、工厂化培植与销售。主营业务收入 构成为：双孢菇63. ...

经济观察网众兴菌业（002772）(002772.SZ)股价自2026年2月9日高点18.53元后持续回调，截至2月12日 收盘报16.71元，区间跌幅达9.8%。此次回调主要受以下因素影响： 资金面与技术面 股价在1月13日至2月9日期间累计上涨约26%，短期涨幅较大，部分资金选择兑现收益。2月6日虽出现 涨停(+9.99%)，但此后连续三个交易日下跌，技术指标显示KDJ的J值从94.14高位回落至37.32，MACD 红柱收缩，反映短期超买后的调整压力。 行业板块情况 公司2025年业绩预告显示净利润预计增长134%-173%，主因金针菇价格回升及成本管控。但市场可能担 忧行业产能扩张过快(如香菇产量2023年达1304万吨，供需格局仍待优化)及季节性波动风险。 本轮回调主要为技术性调整与板块情绪共振结果，公司基本面仍保持增长。需关注后续季度财报验证盈 利持续性及新业务(如虫草项目)进展。 以上内容基于公开资料整理，不构成投资建议。 2月12日农林牧渔板块下跌1.49%，种植业板块下跌1.57%，行业整体走弱对个股形成压力。此前农业板 块因政策预期升温而上涨，但近期市场对政策落地节奏及行业景气度分歧加大， ...

Group 1 - The core viewpoint of the article is that Xuerong Biotechnology has responded to investor inquiries regarding its main products' revenue, cost, and gross margin, indicating that detailed information can be found in periodic reports [1] Group 2 - Xuerong Biotechnology emphasizes the availability of detailed financial data, including revenue and gross margin, in its regular reports [1]

Investment Rating - The report maintains an "Overweight" rating for the agricultural, forestry, animal husbandry, and fishery sector, indicating a positive outlook for the industry compared to the overall market performance [1][4]. Core Insights - The total net profit for the tracked companies in the agricultural, forestry, animal husbandry, and fishery sector is projected to be CNY 30.949 billion for 2025, reflecting a year-on-year decrease of 20%. The top three sub-sectors by profit growth are animal health (+76%), planting industry (+54%), and pet food (+3%) [3][4]. - The report highlights significant performance disparities among different sectors, with the animal husbandry sector facing challenges due to oversupply and declining prices, particularly in pig farming, where the average price of pigs dropped by 29.9% year-on-year [3][5]. - The pet food sector shows resilience in domestic markets despite a slowdown in overseas growth, with a projected online sales growth of 10.2% in 2025 [3][4]. Summary by Relevant Sections Animal Husbandry - The pig farming sector is expected to see a net profit of CNY 20.908 billion in 2025, down 26% year-on-year, with significant losses reported in Q4 [5][8]. - The chicken farming sector remains profitable, with white chicken prices stable and yellow chicken prices showing a 9.5% increase year-on-year [3][4]. Pet Food - Domestic pet food sales are projected to grow, with major companies like Guobao Pet and Zhongchong Co. expected to report net profits of CNY 0.678 billion and CNY 0.433 billion, respectively [3][4]. Planting Industry - The report notes a recovery in edible mushroom prices, with a projected net profit increase of 154% for Zhongxing Junye in 2025 [3][4]. - Blueberry prices have slightly decreased, but companies are expected to maintain profitability through volume sales [3][4]. Animal Health - The animal health sector is projected to see a net profit increase of 76%, driven by new product launches and increased demand for veterinary vaccines [3][4]. Seed Industry - The seed industry is facing challenges with low grain prices, leading to a mixed performance among companies, with Dabeinong expected to report a significant loss [3][4].

Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Insights - The 2026 Central Document No. 1 emphasizes agricultural modernization with quantifiable goals and actionable measures, focusing on quality, efficiency, and ecological sustainability [3][13] - The pig price is under pressure post-festival due to supply release and demand weakening, with the average price of pigs at 12.06 CNY/kg as of February 6, 2026, reflecting a week-on-week decrease of 0.18 CNY/kg [4][37] - The agricultural sector underperformed the market by 0.65 percentage points, with the agricultural index declining by 1.92% during the week of February 2-6, 2026 [6][26] Summary by Sections Market Performance - The agricultural sector index decreased by 1.92%, while the Shanghai Composite Index fell by 1.27%, indicating a relative underperformance of the agricultural sector [6][26] - Key stocks such as Zhongxing Junye (+12.07%), Boen Group (+5.60%), and Shengnong Development (+4.88%) led the gains in the sector [6][32] Price Tracking - As of February 6, 2026, the average price of pigs was 12.14 CNY/kg, down 1.30% from the previous week, while the average price of piglets increased by 2.00% to 25.54 CNY/kg [37] - The average price of beef was 66.09 CNY/kg, showing a slight increase of 0.09% [47] - Prices for other agricultural products such as grass carp and shrimp saw increases of 1.27% and 2.94%, respectively [49][35] Key News - The Central Government has reinforced comprehensive regulation of pig production capacity and promoted dairy consumption through various measures [5][33] - The Ministry of Agriculture and Rural Affairs has issued implementation opinions to ensure food security and promote agricultural modernization [34]

Investment Rating - The report gives an "Overweight" rating for the agricultural industry, indicating that it is expected to outperform the overall market [3][10]. Core Insights - The 2026 Central Document emphasizes food security and agricultural modernization, reiterating the importance of "new agricultural productivity" and the continuous focus on seed industry revitalization, particularly in biological breeding [4]. - In livestock, there is a shift towards "strengthening" comprehensive regulation of pig production capacity, with a focus on stabilizing the beef and dairy industries, and promoting dairy product consumption [4]. - The document highlights the importance of grain security, aiming to stabilize grain production at around 14 trillion jin, and introduces measures to enhance grain circulation efficiency [4]. - The report outlines the implementation of agricultural technology, including the integration of artificial intelligence with agriculture, and identifies key application scenarios such as drones, IoT, and robotics [4]. - The report suggests three main investment focuses: the recovery of the beef and dairy industries, the expected rebound in the pig cycle, and the continued advancement of the seed industry and biological breeding [4]. Summary by Sections Livestock Industry - The report indicates a comprehensive approach to regulating pig production capacity and acknowledges the success of measures taken to support the beef and dairy industries [4]. - It also mentions the introduction of multiple measures to promote dairy product consumption for the first time [4]. Crop Production - The focus remains on food security, with a commitment to stabilize grain production and enhance the efficiency of grain circulation [4]. - The report introduces a new round of initiatives aimed at increasing grain production capacity, particularly for oilseed crops like soybeans [4]. Seed Industry - The report emphasizes the ongoing implementation of seed industry revitalization actions and the acceleration of biological breeding industrialization [4]. - It notes the continuous mention of biological breeding in the Central Document over the past six years, highlighting its growing importance [4]. Agricultural Technology - The report outlines the path for implementing new agricultural productivity, emphasizing the need for technology integration, particularly in AI applications [4]. Agricultural Trade - The report advocates for the coordination of agricultural trade and production, promoting diversification of agricultural imports and supporting the export of competitive agricultural products [4].

证券日报网讯 2月6日，众兴菌业发布公告称，公司于2026年2月5日收到公司控股股东、实际控制人陶 军先生的告知函，获悉陶军先生将其持有的公司部分股份办理了解除质押业务，本次解除质押股份数量 为10，050，000股。 （文章来源：证券日报） ...

证券日报网讯 2月6日，众兴菌业发布公告称，截至本公告日，公司实际对外担保全部为公司对合并报 表范围内全资子公司及全资孙公司进行的担保，无其他对外担保。公司对合并报表范围内子公司及全资 孙公司对外担保总余额为141，700.55万元，占公司最近一期（2024年度）经审计归属于上市公司股东 净资产的42.72%。公司不存在逾期对外担保，无涉及诉讼的担保金额及因被判决败诉而应承担的担保 金额。 （文章来源：证券日报） ...

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。 一、担保情况概述 证券代码：002772 证券简称：众兴菌业 公告编号：2026-021 天水众兴菌业科技股份有限公司 关于对外担保进展公告 天水众兴菌业科技股份有限公司（以下简称"公司"）于 2025 年 12 月 09 日召开的第五届董事会第十九次会议及于 2025 年 12 月 26 日召开的 2025 年第 四次临时股东会审议通过了《关于 2026 年度对外担保额度预计的议案》，为满 足公司及全资子（孙）公司日常经营及项目建设资金需求，提高融资决策效率， 同意公司 2026 年度新增为合并报表范围内部分全资子公司以及部分全资孙公司 提供不超过 110,000 万元的担保额度，其中：向资产负债率 70%以上的全资子 （孙）公司预计提供担保额度不超过 41,000 万元，向资产负债率 70%以下的全 资子（孙）公司预计提供担保额度不超过 69,000 万元。有效期限自股东会审议 通过后 12 个月内。在有效期限和额度范围内，任一时点新增的担保余额不得超 过股东会审议通过的担保额度。 具体担保形式后续将与有关机 ...

截至本公告披露日，公司控股股东、实际控制人陶军先生及其一致行动人田 德先生所持股份累计质押情况如下： 证券代码：002772 证券简称：众兴菌业 公告编号：2026-020 天水众兴菌业科技股份有限公司 关于控股股东、实际控制人部分股份解除质押的公告 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。 天水众兴菌业科技股份有限公司（以下简称"公司"）于 2026 年 02 月 05 日收到公司控股股东、实际控制人陶军先生的告知函，获悉陶军先生将其持有的 公司部分股份办理了解除质押业务，现将具体情况公告如下： 二、股东股份累计质押基本情况 1、《股东股份解除质押告知函》 2、《证券质押及司法冻结明细表》 特此公告 天水众兴菌业科技股份有限公司董事会 （备注：表中比例误差为取小数位所致） 1 / 2 股东 名称 是否为控股股东 或第一大股东及 其一致行动人 本次解除质 押股份数量 （股） 占其所持 股份比例 占公司 总股本 比例 质押起始日 质押解除日 质权人 陶军 是 10,050,000 9.1251% 2.5557% 2024 年 7 月 8 日 2026 年 ...