Company Announcements - Northern Rare Earth received a warning letter from the Inner Mongolia Securities Regulatory Bureau due to undisclosed non-operating fund occupation by related parties, amounting to 8.9485 million yuan, which has been fully repaid [2] - Aosheng Electronics reported that revenue from controllable nuclear fusion-related products will account for less than 1% of its main business revenue in the first half of 2025 [2] - Yiyi Co. is planning to acquire a pet food company, leading to a stock suspension [3] - Sanmei Co. expects a net profit increase of 172%-193% year-on-year for the first three quarters, driven by a significant rise in the average price of fluorinated refrigerants [4] - Feirongda anticipates a net profit increase of 111%-130% year-on-year for the first three quarters, with growth in AI server cooling-related business revenue [4] - Zhongshi Technology expects a net profit increase of 74%-104% year-on-year for the first three quarters, benefiting from increased shipments of thermal materials and components [4] - Juxin Technology forecasts a net profit increase of 113% year-on-year for the first three quarters, with sales revenue from edge AI processor chips increasing significantly [4] - Chuangjiang New Materials expects a staggering net profit increase of 2058%-2243% year-on-year for the first three quarters [4] - New China Life Insurance anticipates a net profit increase of 45%-65% year-on-year for the first three quarters [4] Investment & Contracts - Fostda plans to invest 1 billion yuan in the construction of an intelligent manufacturing project for marine engineering and equipment [11] Shareholding Changes - Dongxin Co. has set an initial transfer price of 82.5 yuan per share for its inquiry transfer, which is a 16% discount from the closing price [11] - China Jushi has obtained a commitment letter for a stock repurchase loan of up to 630 million yuan [12] - Tianji Co. has reduced its holdings by 2.9996% of the company's shares and has terminated its reduction plan early [3] Performance & Operations - Yingweike reported a net profit of 183 million yuan for the third quarter, an increase of 8.35% year-on-year [13] - Chenguang Biological expects a net profit increase of 344%-402% year-on-year for the first three quarters [14] - Meili Ecology's subsidiary won a bid for a 2.375 billion yuan urban renewal project in Shenzhen [18] Stock Price Movements - Hezhu Intelligent has not generated any revenue related to nuclear fusion concepts [19] - Jinli Yongci confirmed that its recent stock price fluctuations are not due to undisclosed significant matters [20] Other Developments - Heng Rui Medicine's subsidiary received approval for clinical trials of SHR-1905 injection [24] - Renfu Medicine received a drug registration certificate for Dapoxetine Hydrochloride Tablets, which are expected to generate approximately 1.1 billion yuan in sales in 2024 [26]

Core Viewpoint - The company, Morning Light Bio (300138.SZ), anticipates a significant increase in net profit for the first three quarters of 2025, projecting a net profit attributable to shareholders between 278 million to 314 million yuan, representing a year-on-year growth of 344.05% to 401.55% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 218 million to 254 million yuan, indicating a remarkable year-on-year increase of 1398.00% to 1645.38% [1] Financial Performance - The main plant extract products have seen a year-on-year increase in both revenue and gross profit, indicating a recovery in profitability [1] - The cottonseed business has experienced a market rebound, leading to a significant improvement in the operating environment, resulting in a turnaround from loss to profit [1] - Overall, the company's performance has improved compared to the same period last year [1]

Core Viewpoint - Morning Light Bio (300138.SZ) forecasts a significant increase in net profit for the first three quarters of 2025, indicating strong recovery and growth in its core business segments [1] Financial Performance - The net profit attributable to shareholders is expected to be between 278 million and 314 million yuan, representing a year-on-year growth of 344.05% to 401.55% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 218 million and 254 million yuan, showing a substantial increase of 1,398.00% to 1,645.38% year-on-year [1] Business Segments - Revenue and gross profit from major plant extraction products have increased year-on-year, contributing to the recovery of profitability [1] - The cottonseed business has seen a market rebound, leading to a significant improvement in the operating environment and a turnaround from losses to profits [1]

Core Viewpoint - The company, Morning Light Bio (晨光生物), expects a significant increase in net profit for the first three quarters of 2025, projecting a range of 278 million to 314 million yuan, representing a year-on-year growth of 344.05% to 401.55% [2] Financial Performance - The revenue and gross profit from major plant extraction products have shown a year-on-year increase, indicating a recovery in profitability [2] - The cottonseed business has experienced a market rebound, leading to a significant improvement in the operating environment, resulting in a turnaround from loss to profit [2] - Overall, the company's performance has improved compared to the same period last year [2]

Core Viewpoint - The company expects a significant increase in net profit for the first three quarters of 2025, projecting between 278 million to 314 million yuan, representing a growth of 344.05% to 401.55% compared to the same period last year [1] Group 1: Financial Performance - The net profit for the first three quarters of 2025 is projected to be between 278 million to 314 million yuan, a substantial increase from 62.61 million yuan in the same period last year [1] - The growth in net profit is attributed to the revenue and gross profit increase from major plant extract products, indicating a recovery in profitability [1] - The cottonseed business has shown a significant improvement in market conditions, leading to a turnaround from losses to profits [1]

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、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年9月30日。 2、业绩预告情况：预计净利润为正值且属于同向上升情形。 证券代码：300138 证券简称：晨光生物 公告编号：2025—109 晨光生物科技集团股份有限公司 2025 年前三季度业绩预告 董事会 | 项 | 目 | 本报告期（2025 年 1—9 | 月） | 上年同期 | | | --- | --- | --- | --- | --- | --- | | | | | | （2024 年 1—9 | 月） | | 归属于上市公司股 东的净利润 | | 盈利：27,800 万元——31,400 | 万元 | 盈利：6,260.59 | 万元 | | | | 比上年同期增长：344.05%至 | 401.55% | | | | 扣除非经常性损益 后的净利润 | | 盈利：21,800 万元——25,400 | 万元 | 盈利：1,455.27 | 万元 | | | | 比上年同期增长：1,398.00%至 | 1,645.38% | ...

Core Viewpoint - The agricultural, animal husbandry, and fishery sector showed strong performance on October 10, with the first agricultural ETF (159275) experiencing a significant increase in net subscriptions and notable gains in constituent stocks [1][3]. Market Performance - The agricultural ETF (159275) opened lower but quickly rebounded, closing up 0.8% after reaching a maximum intraday gain of 1.5%. It recorded a net subscription of 52 million units by the end of the day [1]. - Key stocks in the sector, such as TianKang Biological and GuanNong Co., saw increases exceeding 7%, while several others, including XiongDi Technology and ShengWu Shares, rose over 4% [1]. Industry Dynamics - The pig farming industry is undergoing capacity reduction, with a reported decrease of 400,000 breeding sows compared to the previous month and a total reduction of 3.4 million from the peak last year [2]. - Recent outbreaks of African swine fever in Vietnam and Guangxi, China, have heightened risks for the farming sector. A meeting on September 16 emphasized policies aimed at reducing production capacity [2][3]. Investment Outlook - Analysts from Pacific Securities and Dongfang Securities suggest that the current fundamentals and policy changes favor capacity reduction in the pig farming industry, indicating potential long-term investment value as most listed companies are at historical low valuations [3][4]. - The agricultural sector's valuation remains low, with the agricultural ETF's underlying index trading at a price-to-book ratio of 2.61, which is in the lower 34.9% of the past decade, suggesting a favorable entry point for investors [3]. Future Trends - The trend towards improving quality and efficiency in the pig farming industry is expected to continue, with outdated capacities being phased out and market dynamics shifting towards higher prices in the long term [4][5]. - Investment opportunities are identified in various segments, including pig farming, feed, animal health, and crop planting, as the demand for these sectors is anticipated to rise with the recovery of pig stocks [5][6].

证券代码：300138 证券简称：晨光生物 公告编号：2025—107 晨光生物科技集团股份有限公司 职工代表大会决议公告 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。 特此公告 晨光生物科技集团股份有限公司 董事会 2025 年 10 月 10 日 晨光生物科技集团股份有限公司（以下简称"公司"）根据《公司法》和《公 司章程》等有关规定，公司于2025年10月10日在公司会议室召开了第四届职工代 表大会第十一次会议，本次会议应出席职工代表35人，实际出席职工代表35人。 经全体与会职工代表举手表决，同意选举赵涛先生（简历附后）为公司第五届董 事会职工代表董事，与经公司股东会选举产生的现任第五届董事会其他董事共同 组成公司第五届董事会，任期至第五届董事会届满之日止。 上述职工代表董事符合《公司法》有关董事任职的资格和条件。本次选举职 工董事工作完成后，公司第五届董事会中兼任公司高级管理人员以及由职工代表 担任的董事人数总计未超过公司董事总数的二分之一，符合相关法律法规的要求。 附件：职工代表董事简历 赵涛 男，中国国籍，无境外永久居留权，出生于 1975 年 ...

特此公告 晨光生物科技集团股份有限公司 董事会 晨光生物科技集团股份有限公司 关于修订公司章程及设职工代表董事的公告 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。 晨光生物科技集团股份有限公司（以下简称"公司"）于 2025 年 9 月 20 日 召开的第五届董事会第十九次会议、第五届监事会第十八次会议，又于 2025 年 10 月 10 日召开的 2025 年第二次临时股东会，审议通过了《关于修订<公司章程> 的议案》。翟艳忠先生、王少华先生、赵涛先生不再担任公司监事职务，离任后 仍在公司担任其他职务。截至目前，翟艳忠先生、王少华先生未持有公司股票。 赵涛先生持有公司股票 52,960 股，占公司总股本的 0.01%，离任后赵涛先生所 持公司股份将继续遵守在任职时所作的承诺（即：在任职期内每年转让的股份不 超过其所持有公司股份总数的 25%；在离职后半年内，不转让其所持有的公司股 份；在离职 6 个月后的 12 个月内转让的股份不超过其所持有公司股份的 50%）。 2025 年 10 月 10 日公司第四届职工代表大会第十一次会议在公司会议室召 开，本次会 ...

证券代码：300138 证券简称：晨光生物 公告编号：2025—106 晨光生物科技集团股份有限公司 2025 年第二次临时股东会决议公告 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、 会议召开和出席情况 晨光生物科技集团股份有限公司（以下简称"公司"）于 2025 年 9 月 23 日发出了《关于召开 2025 年第二次临时股东会的通知》，又于 2025 年 9 月 30 日发出了《关于召开 2025 年第二次临时股东会的提示性公告》。本次股东会由 董事会召集，董事长卢庆国先生主持，在公司会议室以现场投票及网络投票相结 合的方式召开。 现场会议召开时间：2025 年 10 月 10 日下午 14:40 现场会议召开地点：河北省邯郸市曲周县城晨光路 1 号公司会议室 网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 10 月 10 日上午 9:15-9:25，9:30—11:30，下午 13:00—15:00；通过深圳证 券交易所互联网投票系统投票的时间为：2025 年 10 月 10 日上午 9:15 至下午 15:00 期 ...