安徽荃银高科种业股份有限公司 关于高级管理人员减持股份预披露公告 公司副总经理张从合先生保证向公司提供的信息内容真实、准确和完整，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： 公司副总经理张从合先生，持有公司股份 11,838,699 股（占公司 总股本比例 1.25%），计划自本公告披露之日起 15 个交易日后的 3 个 月内以集中竞价交易方式减持公司股份不超过 2,950,000 股（占本公 司总股本比例 0. 31%）。 安徽荃银高科种业股份有限公司（以下简称"公司"或"本公司"） 近日收到副总经理张从合先生出具的《关于股份减持计划的告知函》， 现将有关情况告知如下： 一、股东的基本情况 张从合先生持有公司股份 11,838,699 股，占公司总股本的 1.25%。 证券代码：300087 证券简称：荃银高科 公告编号：2025-040 5、减持期间：自本公告披露之日起 15 个交易日之后的 3 个月内。 6、减持价格：根据减持时的市场价格确定。 7、张从合先生不存在《深圳证券交易所上市公司自律监管指引 第 18 号——股东及董事 ...

Summary of Key Points Core Viewpoint - On November 27, several A-share listed companies disclosed their shareholding changes, with notable increases in holdings from some companies and reductions from others, indicating varying levels of confidence among stakeholders in the market [1]. Group 1: Shareholding Increases - Mindray Medical's actual controller and chairman, Li Xiting, plans to increase his stake in the company by 200 million yuan [2]. - Everbright Bank saw Citic Financial Assets increase its holdings in both A-shares and H-shares by a total of 1% from July 24 to November 27 [2]. - MaiDe Medical's chairman and actual controller, Lin Junhua, proposed a share buyback plan ranging from 20 million to 40 million yuan [2]. Group 2: Shareholding Reductions - Yonghe Intelligent Control's shareholders plan to collectively reduce their holdings by no more than 3.29% [2]. - Perfect World’s actual controller, Chi Yufeng, intends to reduce his stake by no more than 1.70% [2]. - XueNeng Technology's shareholder, Shanghang Xingyuan, plans to reduce holdings by no more than 1.6816% [2]. - Hongxiang New Materials' controlling shareholder, Hongbo Chemical, has cumulatively reduced its stake by 3% recently [2]. - Nearshore Protein's shareholders plan to collectively reduce their holdings by no more than 0.1997% [2]. - Aerospace Hongtu's director and executive, Huang Yongbo, plans to reduce his stake by no more than 0.0019% [2]. - Yidelong's shareholder, Wang Ming, intends to reduce his holdings by no more than 2% [2]. - Zhongman Petroleum's shareholders plan to collectively reduce their holdings by no more than 3% [2]. - Innovation New Materials' shareholder, Hualian Group, plans to reduce its stake by no more than 1% [2]. - Saiwei Electronics has seen the National Integrated Circuit Industry Investment Fund reduce its holdings by 6.4278 million shares [2]. - Zhongzhi Technology's shareholder, Zhongzhi Investment, plans to reduce its stake by no more than 0.76% [2]. - Jiangsu Boyun's shareholder, Lansan Venture Capital, intends to reduce its holdings by no more than 1% [2]. - Huasheng Lithium's deputy general manager, Zhang Conghe, plans to reduce his stake by no more than 0.31% [2]. - Huasheng Electric's shareholder, Dunxing Jucai, reduced its holdings by 444,500 shares between November 25 and 27 [2]. - Matrix Technology's shareholder, Li Jun, plans to reduce his stake by no more than 0.22% [2].

智通财经APP讯，荃银高科(300087.SZ)发布公告，公司副总经理张从合先生，持有公司股份1183.87万 股(占公司总股本比例1.25%)，计划自公告披露之日起15个交易日后的3个月内以集中竞价交易方式减持 公司股份不超过295万股(占公司总股本比例0.31%)。 ...

荃银高科（300087）(300087.SZ)发布公告，公司副总经理张从合先生，持有公司股份1183.87万股(占公 司总股本比例1.25%)，计划自公告披露之日起15个交易日后的3个月内以集中竞价交易方式减持公司股 份不超过295万股(占公司总股本比例0.31%)。 ...

每经头条（nbdtoutiao）——灌水21万亿，高市早苗1.7万亿强化国防！日本负债率已远超债务危机时的 希腊，对美巨额投资致大规模资本外流，"卖出日元成国际趋势" （记者 王晓波） 每经AI快讯，荃银高科（SZ 300087，收盘价：11.42元）11月27日晚间发布公告称，公司副总经理张从 合先生，持有公司股份约1184万股（占公司总股本比例为1.25%），计划自本公告披露之日起15个交易 日后的3个月内以集中竞价交易方式减持公司股份不超过295万股（占公司总股本比例为0.31%）。 2025年1至6月份，荃银高科的营业收入构成为：农业占比97.68%，其他业务占比2.32%。 截至发稿，荃银高科市值为108亿元。 ...

格隆汇11月27日丨荃银高科(300087.SZ)公布，公司副总经理张从合先生，持有公司股份11,838,699股 （占公司总股本比例1.25%），计划自本公告披露之日起15个交易日后的3个月内以集中竞价交易方式 减持公司股份不超过2,950,000股（占本公司总股本比例0.31%）。 ...

人民财讯11月27日电，荃银高科（300087）11月27日公告，持股1.25%的副总经理张从合计划以集中竞 价交易方式减持公司股份不超过295万股，占公司总股本比例不超过0.31%。 ...

Core Points - The company announced that its Vice President, Zhang Conghe, holds 11.8387 million shares, accounting for 1.25% of the total shares [1] - Zhang plans to reduce his holdings by up to 2.95 million shares, which represents 0.31% of the total shares, within three months after the announcement date [1] - The shares to be sold are sourced from shares issued prior to the company's initial public offering, shares obtained through the stock incentive plan, and shares from rights distribution [1]

Core Viewpoint - The announcement of Zhongzhong Group's proposed acquisition of 189 million shares of Quanyin High-Tech, representing 20% of the company's shares, marks the first takeover bid in the A-share agricultural, forestry, animal husbandry, and fishery sector since 2019. This reflects a significant revival in the A-share takeover market following the introduction of the "Six Merger Rules" in September 2024, which has led to increased activity in mergers and acquisitions [1][2][3]. Summary by Relevant Sections Takeover Bid Characteristics - The A-share market has seen a total of 19 disclosed takeover bids this year, with 15 cases involving listed companies as target parties, both figures representing the highest since 2019 [3]. - Takeover bids are characterized by their public, equitable, and broad nature, requiring substantial financial backing from the acquirer [6]. Factors Driving the Revival of Takeover Bids - Four main factors are driving the resurgence of takeover bids: 1. The capital market's shift towards high-quality development and stricter regulatory policies, leading unlisted companies to seek control of listed firms [5]. 2. The encouragement of private equity funds to acquire control of listed companies for industrial integration [5]. 3. Local state-owned assets acquiring control of listed companies to facilitate industrial organization and capital operations [5]. 4. High shareholding ratios of original controlling shareholders triggering takeover bids during the transfer of control [5]. New Features of Takeover Bids - The industry distribution of takeover bids has broadened, with companies from 14 different industries participating, marking a new high since 2019 [6]. - The first reverse acquisition of an A-share by a B-share company occurred this year, showcasing innovative transaction structures [6]. - There is a notable increase in takeover bids focused on industrial integration, aligning with the "Six Merger Rules" [7]. - Enhanced protection for minority shareholders is evident, with nearly 70% of takeover bids this year offering premiums over the weighted average price of the stock prior to the announcement [8]. Market Performance and Impact - Takeover bids have shown a significant positive impact on the stock prices of target companies, with average price increases exceeding 3.5% on the announcement day and nearly 25% by the 20th trading day [10][12]. - The average market capitalization of target companies has increased by over 30% following the announcement of takeover bids [13]. - Financial metrics such as net profit and cash flow have improved significantly post-acquisition, with net profit increasing by nearly 40% in the year following the takeover [13]. Challenges and Risks - The success of takeover bids is influenced by various factors, including the attractiveness of the offer price, compliance with disclosure regulations, and the financial health of the target company [15][16]. - Failed takeover bids often correlate with declining financial indicators for the target companies, highlighting the risks involved [18][19].

Investment Rating - The industry rating is "Recommended" [3] Core Views - The report highlights that the national breeding sow inventory has fallen below 40 million heads as of the end of October, indicating a significant reduction in production capacity. This situation presents a left-side layout opportunity in the pig farming sector [2][12] - The report emphasizes that the pig farming industry is currently in a loss-making state, with average losses per self-bred pig reaching 135.9 yuan and 234.63 yuan for purchased piglets. However, proactive and reactive capacity reduction measures are expected to accelerate, leading to a potential increase in domestic pig prices in the medium to long term [2][12] - The report suggests that the future trend in the pig industry will focus on "quality improvement and efficiency enhancement," with the gradual elimination of backward production capacity and an increase in market share for financially sound and low-cost producers [2][12] Summary by Sections 1. Weekly Insights - The Ministry of Agriculture and Rural Affairs held a meeting to promote the revitalization of the seed industry, emphasizing the importance of enhancing responsibility and focusing on high-quality development during the 14th Five-Year Plan period. The meeting also highlighted the revolutionary role of genetically modified technology in improving yield [11] 2. Market Review - The agricultural sector index decreased by 3.45% during the week from November 17 to November 21, with the pig farming sector experiencing price fluctuations close to cash costs [14][19] 3. Key Agricultural Product Data Tracking - The average price of live pigs was reported at 11.72 yuan/kg, down 1.50% week-on-week. The average price of pig feed was 2.6 yuan/kg, reflecting a 0.78% increase [26][51]