经济观察网中农联合（003042）在2026年近期值得关注的事件主要包括公司定期报告披露安排及股价波 动相关情况。根据中国证券报的报道，公司2025年年度报告拟定于2026年4月29日披露。此外，公司股 票在2026年1月底至2月初出现多次异常波动，例如1月29日触及跌停，1月27日上演"地天板"，并在2月2 日发布公告称生产经营正常，无应披露未披露重大事项。资金流向方面，截至1月30日当周主力资金净 流出2.21亿元，股价波动较大。 以上内容基于公开资料整理，不构成投资建议。 ...

2、公司未发现公共传媒报道了可能或已经对本公司股票交易价格产生较大 影响的未公开重大信息。 3、近期公司生产经营情况正常，内外部经营环境未发生重大变化。 证券代码：003042 证券简称：中农联合 公告编号：2026-006 山东中农联合生物科技股份有限公司 股票交易异常波动公告 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、股票交易异常波动的情况介绍 山东中农联合生物科技股份有限公司（证券简称：中农联合，证券代码： 003042，以下简称"公司"或"本公司"）股票于 2026 年 1 月 29 日、2026 年 1 月 30 日、2026 年 2 月 2 日连续 3 个交易日收盘价格跌幅偏离值累计超过 20%， 根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票交易异常波动，公司对有关事项进行了核查，并对控股股东及 实际控制人就相关事项进行了核实，现就有关情况说明如下： 1、公司前期披露的信息不存在需要补充、更正之处。 特此公告。 4、经核查，公司及控股股东、实际控制人不存在应披露而未披露 ...

Group 1 - The agricultural chemical sector experienced a significant decline of 6.88% on February 2, with Hongda Co. leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] - Key stocks in the agricultural chemical sector saw substantial losses, with Hongda Co. down 10.02% to 14.63, and Zhongnong United down 10.01% to 18.52 [1] Group 2 - The agricultural chemical sector saw a net outflow of 2.269 billion yuan from main funds, while retail investors had a net inflow of 2.299 billion yuan [1] - Individual stock fund flows showed varied results, with Guangxin Co. experiencing a net outflow of 40.09 million yuan from main funds [2] - Longqing Co. had a net inflow of 4.18 million yuan from main funds, while Jinzhen Co. saw a net outflow of 3.77 million yuan from retail investors [2]

Group 1 - The glyphosate sector continues to decline, with Zhongnong United hitting the daily limit down [1] - Other companies such as Lier Chemical, Yingtai Biological, Yangnong Chemical, Xin'an Chemical, and Xingfa Group also experienced declines [1]

Market Overview - The agricultural chemical sector experienced a decline of 1.56% on January 29, with Nongda Technology leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable gainers in the agricultural chemical sector included: - Guangxin Co., Ltd. (Code: 6655209) with a closing price of 15.50, up 10.01% and a trading volume of 779,400 shares, totaling 1.156 billion yuan [1] - Limin Co., Ltd. (Code: 002734) closed at 20.99, up 6.98% with a trading volume of 835,600 shares, totaling 1.696 billion yuan [1] - Major decliners included: - Nongda Technology (Code: 920159) with a closing price of 46.05, down 12.93% and a trading volume of 81,600 shares, totaling 3.81 billion yuan [2] - Zhongnong United (Code: 003042) closed at 22.87, down 10.00% with a trading volume of 455,700 shares [2] Capital Flow - The agricultural chemical sector saw a net outflow of 1.974 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.463 billion yuan [2] - The capital flow for specific stocks showed: - Limin Co., Ltd. had a net inflow of 1.89 billion yuan from institutional investors, but a net outflow of 819.96 million yuan from retail investors [3] - Guangxin Co., Ltd. experienced a net inflow of 139 million yuan from institutional investors, with a net outflow of 668.65 million yuan from retail investors [3]

Group 1 - The core issue for Zhongnong United (SZ003042) is a significant drop in stock price, reaching the limit down at 22.87 yuan, with a decline of 10% and a total market capitalization of 3.259 billion yuan [1] - The company is facing operational and financial difficulties, with a projected net loss of 128 to 165 million yuan for 2025, representing a year-on-year decline of 4.53% to 34.75%. Additionally, the company has a debt ratio exceeding 64% and has provided guarantees that exceed 50% of its net assets, leading to deteriorating cash flow and increased short-term debt [2] - The agricultural pesticide industry is experiencing intense competition, and any decline in overall industry demand or fluctuations in raw material prices could adversely affect Zhongnong United's operations. Investor caution towards companies with poor performance has led to capital outflows, further pressuring the stock price [2] Group 2 - Despite the recent addition of the "yesterday's consecutive board" concept and inclusion in the dragon and tiger list, the company's worsening performance overshadowed these factors, making it difficult to attract sustained investor interest [2] - The recent news of expanding losses may have triggered panic selling, resulting in significant capital outflows. From a technical perspective, the limit down may break existing support levels, prompting further selling by investors and exacerbating the stock price decline [2]

Core Viewpoint - Zhongnong United experienced significant stock volatility, with a sharp rise followed by a steep decline, leading to a "quasi 'Tian Di Ban'" situation on January 29, where the stock price fluctuated between a high of 27.95 CNY and a low of 22.88 CNY, resulting in a trading range of 19.95% [1][3]. Group 1: Stock Performance - On January 29, Zhongnong United's stock opened at a limit-up price of 27.95 CNY per share, marking its fifth consecutive limit-up [1]. - The stock later dropped to a low of 22.88 CNY, closing with a decline of 9.56% [3]. - The trading volume indicated a significant turnover, with a change of 32.7% in the stock's trading activity [2]. Group 2: Market Reactions - Investors referred to Zhongnong United as part of the "San Ban Zu" (Three Board Group), discussing potential exit strategies amid the stock's volatility [3]. - The stock's extreme price movements, including the occurrence of "Tian Di Ban" and "Di Tian Ban," have raised concerns among investors about the sustainability of such trading patterns [5]. Group 3: Company Financials - Zhongnong United announced that its production and operational conditions remain normal, with no significant changes in the internal or external business environment [6]. - The company projected a net loss for 2025, estimated between 128 million to 165 million CNY, representing a year-on-year decline of 4.53% to 34.75% [6].

【导读】中农联合盘中走出准"天地板" | | | 中农联合[003042] 2026-01-29 14:44 | | | 5PMA = 10PMA = 20PMA = 30PMA = | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 29.37 | | | | | | | | | | 27.39 | | | | | | | | | | 25.42 | | | | | | | | | | 23.44 | | | | | | | | | | 21.46 | | | | | | | | | | 19.49 | | | | | | | | | | 17.51 | | | | | | | | | | 15.54 | | | | | | | | | | 13.56 | | | | | | | | | | 47.61万 | 成交量:442060 | | | | | | | | | 35.70万 | | | | | | | | | | 23.80万 | | | | | | | | | | 11.90万 | | | | | | | | | | | ...

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、股票交易异常波动的情况介绍 山东中农联合生物科技股份有限公司（证券简称：中农联合，证券代码： 003042，以下简称"公司"或"本公司"）股票于 2026 年 1 月 27 日、2026 年 1 月 28 日连续 2 个交易日收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交 易所交易规则》的相关规定，属于股票交易异常波动的情况。 证券代码：003042 证券简称：中农联合 公告编号：2026-005 山东中农联合生物科技股份有限公司 股票交易异常波动公告 二、公司关注并核实情况的说明 针对公司股票交易异常波动，公司对有关事项进行了核查，并对控股股东及 实际控制人就相关事项进行了核实，现就有关情况说明如下： 1、公司前期披露的信息不存在需要补充、更正之处。 2、公司未发现公共传媒报道了可能或已经对本公司股票交易价格产生较大 影响的未公开重大信息。 四、本公司认为必要的风险提示 1、经自查，公司不存在违反公平信息披露的情形。 3、近期公司生产经营情况正常，内外部经营环境未发生重大变化。 4、经核查，公司及控股 ...

Market Overview - A total of 80 stocks hit the daily limit up, while 27 stocks faced limit down, resulting in a sealing rate of 75% [1] - The Shanghai Composite Index rose by 0.27%, and the Shenzhen Component Index increased by 0.09%, while the ChiNext Index fell by 0.57% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.97 trillion yuan, an increase of 704 billion yuan compared to the previous trading day [1] Sector Performance - Precious metals, oil and gas, and chemical sectors led the market, while pharmaceutical, photovoltaic, and robotics sectors lagged [1] - The international metal futures prices continued to rise, with gold prices in New York surpassing $5,300 per ounce, driving strong performance in precious metals stocks [5] Stock Analysis - The advancement rate for consecutive limit-up stocks rose to 57.14%, with Silver Nonferrous achieving a 7-day consecutive limit-up [3] - Several stocks in the precious metals sector, including China Gold and Yuguang Gold Lead, achieved multiple consecutive limit-ups, indicating strong market interest [4][5] - Stocks related to the semiconductor industry, such as Kangqiang Electronics, also saw significant gains due to rising prices in chip components [6] Future Outlook - The market is experiencing a divergence, with over 3,600 stocks declining, but more than 100 stocks rising over 10% [8] - The focus of active capital is on cyclical sectors and storage, while non-price-driven sectors are facing liquidity challenges [8] - The commercial aerospace sector is seeing renewed interest, with companies like Jieli Sogou and Xibei Materials showing signs of recovery [7]