证券代码：002772 证券简称：众兴菌业 公告编号：2025-069 天水众兴菌业科技股份有限公司 关于使用部分闲置自有资金进行委托理财的进展公告 | 资产管理 | | 产品名称 | 产品 | 认购（起 | 认购 | 本次赎 | 实际年化 | 实际收 | 赎回情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 人名称 | | | 类型 | 息）日期 | 金额 | 回金额 | 收益率 | 益金额 | | | | | | 华龙证券金 | 固定收益 | | | | | | 已于2025 月 03 | 年11 日赎回， | | 华 龙 证 | 券 | 智 汇金 债 5 | 类集合资 | 2024 年 11 | | | | | 截至2025 | 年11 | | 股 份 有 | 限 | | | | 5,000 | 5,000 | 2.24% | 111.60 | | | | | | 号集合资产 | 产管理计 | 月 日 4 | | | | | 月 06 | 日，相应 | | 公司 | | | | | | | | | | ...

证券代码：002772 证券简称：众兴菌业 公告编号：2025-070 天水众兴菌业科技股份有限公司 具体担保形式后续将与有关机构进一步协商确定，以正式签署的协议或合 同为准。同时董事会提请股东大会授权公司经营管理层在股东大会审批的额度 及有效期内根据实际经营需求全权办理相关融资申请、担保合同的签署以及在 规定范围内对担保额度进行调剂等事项，严格根据相关法律法规等及公司相关 制度和管理要求，规范办理具体事宜。 《关于 2025 年度对外担保额度预计的公告》（公告编号：2024-076）详见 公司指定的信息披露媒体《证券时报》、《上海证券报》和巨潮资讯网 （http://www.cninfo.com.cn）。 二、本次担保进展情况 （一）本次担保情况 1/4 1、2025 年 11 月 04 日，公司与招商银行股份有限公司徐州分行签署《最高 额不可撤销担保书》，为全资子公司江苏众友兴和菌业科技有限公司（以下简 称"江苏众友"）向招商银行股份有限公司徐州分行申请的授信业务提供连带 保证责任，最高担保额度 3,000 万元。 2、2025 年 11 月 05 日，公司与招商银行股份有限公司安阳分行签署《最高 额不可 ...

证券代码：002772 证券简称：众兴菌业 公告编号：2025-072 天水众兴菌业科技股份有限公司 关于对外投资事项签署补充协议的公告 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。 一、基本情况 天水众兴菌业科技股份有限公司（以下简称"公司"）于 2025 年 06 月 06 日召开第五届董事会第十二次会议审议通过了《关于拟签订项目投资协议暨对外 投资的议案》，同日，公司与金堂县人民政府、金堂县人民政府指定的金堂县天 府菌都农业产业园管委会签订项目投资协议书、项目投资补充协议书，公司拟投 资 7 亿元人民币建设实施食药用菌产业园西南总部基地项目。项目一期投资约 5 亿元，采用租赁载体的方式，租赁金堂县天府菌都农业产业园三期项目载体，在 原建筑基础上对部分厂房进行升级改造；项目二期投资约 2 亿元，拟购地 50 亩， 主要围绕一期项目进行产业完善及配套。《关于签订项目投资协议暨对外投资的 公告》（公告编号：2025-030）详见 2025 年 06 月 07 日公司指定的信息披露媒 体《证券时报》、《中国证券报》和巨潮资讯网（http://www.cninf ...

证券代码：002772 证券简称：众兴菌业 公告编号：2025-071 天水众兴菌业科技股份有限公司 第五届董事会第十八次会议决议公告 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。 一、董事会会议召开情况 天水众兴菌业科技股份有限公司（以下简称"公司"）第五届董事会第十八 次会议于 2025 年 11 月 07 日在公司会议室以通讯方式召开。本次会议由公司董 事长高博书先生主持，会议通知已于 2025 年 11 月 03 日以电子邮件方式送达给 全体董事和高级管理人员。本次会议应出席董事 9 人，实际出席董事 9 人。公司 高级管理人员列席了本次会议。 本次会议的召开程序符合《公司法》等法律法规和《公司章程》等的有关规 定。 二、董事会会议审议情况 经与会董事认真审议，本次会议以记名投票表决方式表决通过了《关于对外 投资事项签署补充协议的议案》。 表决情况：9 票同意、0 票反对、0 票弃权、0 票回避 表决结果：通过 本议案在提交董事会审议前，已经公司第五届董事会战略委员会审议通过。 公司董事会授权公司经营管理层负责签署本补充协议书等以及处理与本事 项相关 ...

Core Insights - The article highlights the increasing enthusiasm of listed companies in China towards private equity investments, with a total subscription amount of 748 million yuan for private securities products as of November 5, 2025 [1] Group 1: Subscription Trends - Nine listed companies, including Yongji Co., Diah Co., and Chuangxin New Materials, have announced subscriptions to private equity products, involving 11 transactions [1] - The total subscription amount reached 748 million yuan, indicating a strong interest from listed companies in private investments [1] Group 2: Preference for Large Private Equity Firms - Large private equity firms with over 10 billion yuan in assets have become popular among listed companies, with four firms—Yinye Investment, Century Frontier, Yuanfeng Fund, and Liangpai Investment—receiving a combined subscription amount of 220 million yuan, accounting for 29.41% of the total [1] - Diah Co. has shown confidence in leading quantitative and mixed private equity firms by subscribing 60 million yuan to Yinye Investment and 50 million yuan to Century Frontier [1] Group 3: Diverse Investment Strategies - The subscription strategies exhibit a diversified approach, with quantitative strategies emerging as a significant choice; over 50% of the 11 subscriptions were to products from quantitative and subjective + quantitative mixed private equity firms [1] - Yaxing Anchor Chain subscribed twice to quantitative products from Yanbo Chengfeng, totaling 243 million yuan; other companies like Taiji Co., Keli Sensor, and Diah Co. also invested in quantitative products from various firms [1] Group 4: Variation in Subscription Amounts - There is a notable disparity in the subscription amounts among listed companies, with some like Yaxing Anchor Chain, Yongji Co., and Chuangxin New Materials investing over 100 million yuan, while others like Rongtai Health made a smaller attempt with 5 million yuan [2]

Group 1 - The Agricultural, Animal Husbandry, and Fishery ETF (159275) has shown a contrary rise, with an increase of 0.6% and a trading volume of 5.25 million yuan, bringing the fund's total size to 200 million yuan [1] - Key performing stocks include Honghui Fruits and Vegetables, Longniu Mountain, and Hainan Rubber, with respective increases of 6.22%, 4.04%, and 2.56% [1] - The Ministry of Agriculture and Rural Affairs held a meeting on November 4, 2025, to establish a full-chain regulatory mechanism for agricultural product quality and safety [1] Group 2 - Pacific Securities highlighted multiple pressures on the breeding industry, including ongoing losses in the pig industry, high levels of breeding sows, and rising risks from African swine fever [2] - The poultry industry is experiencing a historical high in production capacity, with broiler prices fluctuating at low levels, while yellow chicken prices are rising due to seasonal demand [2] - The planting industry is stabilizing grain prices, with expectations for mid-term increases, and the seed industry is gaining strategic importance due to advancements in genetically modified crops [2]

Group 1 - The Agricultural, Animal Husbandry, and Fishery ETF (159275) showed stable performance with a 0.2% increase in price and a trading volume of 6.91 million yuan, bringing the fund's total size to 203 million yuan as of November 5 [1] - Among the constituent stocks, Shennong Seed Industry had the highest increase at 6.4%, followed by Luoniushan at 5.24%, and Zhongxing Junye at 3.46%. Conversely, Tianma Technology experienced the largest decline at 1.79%, with Meihua Biological and Tianma Technology also showing declines of 1.92% and 1.57% respectively [1] - The Ministry of Agriculture and Rural Affairs will implement six types of agricultural electronic certificates nationwide starting November 1, 2025, including feed import registration certificates and agricultural transgenic biological safety certificates, transitioning to full electronic certification by 2026 [1] Group 2 - According to Tianfeng Securities, the egg-laying chicken industry is expected to see a significant reduction in domestic breeding volume to 41,200 birds by 2025, indicating a shift from surplus to tight supply. The white chicken industry is also experiencing a contraction in production capacity due to three years of bottoming out and overseas breeding disruptions [2] - The pig farming sector is anticipated to undergo capacity reduction due to low prices and policy guidance, while dairy cow inventory has decreased by 8%, nearing the end of the reduction phase. Beef prices may see unexpected increases [2] - The planting sector is accelerating the commercialization of transgenic corn, enhancing the competitiveness of leading seed companies. The aquaculture feed sector is recovering from a downturn, with leading companies increasing their market share [2] Group 3 - The Agricultural, Animal Husbandry, and Fishery ETF (159275) and its linked funds (Link A: 013471, Link C: 013472) passively track the Agricultural, Animal Husbandry, and Fishery Index, with the top ten weighted stocks including Muyuan Foods, Wens Foodstuff Group, Haida Group, Meihua Biological, New Hope Liuhe, Dabeinong, Bio-Stock, Shennong Development, Beidahuang, and Longping High-Tech [3]

Core Viewpoint - The agricultural, animal husbandry, and fishery sector demonstrates resilience amid market corrections, with the highest "pig content" ETF (159275) showing a 0.3% increase despite overall market declines [1][4]. Group 1: Market Performance - As of November 5, the agricultural, animal husbandry, and fishery ETF (159275) rose by 0.3%, while individual stocks in edible fungi, pig farming, and meat chicken farming saw significant gains, with Zhongxing Junye rising over 2% [1]. - The ETF's underlying index, the CSI Agricultural, Animal Husbandry, and Fishery Index, has a price-to-book ratio of 2.57, placing it in the lower 30.08% of its historical range, indicating a favorable long-term investment opportunity [2]. Group 2: Industry Trends - The Ministry of Agriculture and Rural Affairs has reiterated the need for pig production capacity regulation, with the number of breeding sows decreasing to 40.35 million by the end of September, a drop of 450,000 from last year's peak [1]. - The pig farming industry is entering a phase of capacity reduction starting July 2025, with a cumulative decline of 90,000 breeding sows reported in Q3 [2]. - Analysts expect the industry to focus on quality and efficiency improvements, with lower-cost, financially stable producers likely to gain market share as excess capacity is gradually eliminated [3]. Group 3: Investment Recommendations - Investors are encouraged to consider the agricultural, animal husbandry, and fishery ETF (159275) as a strategic entry point into the sector, which includes leading companies like Muyuan Foods and Wens Foodstuffs [4]. - The ETF is noted for its high exposure to the pig farming sector, which constitutes 40.25% of its holdings, making it a unique investment vehicle in this space [7].

Core Viewpoint - The stock of Zhongxing Mushroom Industry has shown significant growth this year, with a year-to-date increase of 104.40% and a recent surge in trading volume, indicating strong market interest and potential investment opportunities [1][2]. Financial Performance - For the period from January to September 2025, Zhongxing Mushroom Industry reported a revenue of 1.475 billion yuan, representing a year-on-year growth of 4.16% [2]. - The net profit attributable to shareholders for the same period was 204 million yuan, marking a substantial increase of 130.51% compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 583 million yuan, with 348 million yuan distributed over the last three years [2]. Stock Market Activity - As of November 5, the stock price reached 14.48 yuan per share, with a trading volume of 113 million yuan and a market capitalization of 5.694 billion yuan [1]. - The stock has experienced a net inflow of 14.168 million yuan from major funds, with significant buying activity observed [1]. - The stock has been listed on the "龙虎榜" (Dragon and Tiger List) once this year, with the last occurrence on September 12 [1]. Shareholder Structure - As of September 30, the number of shareholders decreased by 21.79% to 26,200, while the average number of circulating shares per person increased by 27.86% to 14,915 shares [2]. - Among the top ten circulating shareholders, Manulife Consumer Dividend Index A (008928) increased its holdings by 36,300 shares, while China Europe Agricultural Industry Mixed Fund A (022521) entered as a new shareholder with 2.826 million shares [2]. Business Overview - Zhongxing Mushroom Industry, established on November 18, 2005, and listed on June 26, 2015, specializes in the research, cultivation, and sales of edible mushrooms [1]. - The main revenue sources include Agaricus bisporus (63.04%) and Enoki mushrooms (35.32%), with minor contributions from other products [1].

Group 1 - The agricultural, animal husbandry, and fishery sector showed strong performance, with the only agricultural ETF (159275) rising by 1.21% at the close [1][2] - Key stocks in the sector included edible fungi, pig farming, and seeds, with notable gains from companies like Zhongxing Junye and Luoniushan, both hitting the daily limit [1][3] - The recent rebound in pig prices, with an increase of 6.1% from the previous week, has positively impacted the sector [2][3] Group 2 - Short-term pressure on pig sales has eased, with a decrease in the overall output from large enterprises and an increase in secondary fattening [3][4] - The industry is expected to focus on quality improvement and efficiency, with a gradual elimination of outdated production capacity [4][5] - The agricultural ETF (159275) is currently at a relatively low price-to-book ratio of 2.56, indicating a good long-term investment opportunity [3][5] Group 3 - The agricultural ETF tracks the CSI Agricultural, Animal Husbandry, and Fishery Index, with a significant concentration in leading companies in the sector, including Muyuan Foods and Wens Foodstuffs [5][6] - Investors can also access the agricultural ETF through linked funds for broader exposure to the sector [5]