Core Viewpoint - The recent rumors regarding the signing of a 50-ton supply contract with Bayer for 2025 by the company are untrue, and its industrial hemp business is still in the early stages of development, contributing less than 0.1% to the total revenue [1] Group 1 - The company clarified that the rumors about a contract with Bayer are not accurate [1] - The industrial hemp business is currently in its initial development phase [1] - Revenue from the industrial hemp segment accounts for less than 0.1% of the company's total revenue [1]

Group 1 - The agricultural processing sector increased by 1.05% on November 10, with Yichang Magic leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] - Key stocks in the agricultural processing sector showed significant price increases, with Yichang Magic rising by 6.97% to a closing price of 38.38 [1] Group 2 - The agricultural processing sector saw a net inflow of 30.35 million yuan from main funds, while retail investors experienced a net outflow of 48.61 million yuan [2] - Major stocks like COFCO Sugar and Jinlongyu attracted significant main fund inflows of 59.89 million yuan and 36.12 million yuan, respectively [3] - Retail investors showed a negative trend in several stocks, with notable outflows from COFCO Sugar and Jinlongyu [3]

Core Viewpoint - The company emphasizes its commitment to shareholder value and market management through steady operations and enhancing intrinsic value [2] Group 1 - The company will disclose the number of shareholders at the end of each month in its regular reports, in accordance with the Shenzhen Stock Exchange's information disclosure requirements [2] - The management team is focused on continuously creating long-term investment value for shareholders [2]

Investment Rating - The report indicates a low overall allocation in the agriculture, forestry, animal husbandry, and fishery sector, with a heavy stock allocation ratio of 0.78% as of Q3 2025, which is below the standard allocation ratio and historical average [2][11][19] Core Viewpoints - The report highlights a significant reduction in heavy stock allocations in the feed and breeding sectors, with breeding at 0.31% and feed at 0.40% for Q3 2025, both showing a decline compared to previous quarters [12][19] - Major companies such as Haida Group and Muyuan Foods have reduced their allocations, indicating a trend of decreased investment in leading stocks within the sector [3][14] - The report suggests that the breeding sector is entering a phase of high-quality development, recommending investments in low-cost leading companies and growth-oriented stocks [4][19] Summary by Sections Heavy Stock Allocation Analysis - As of the end of Q3 2025, the heavy stock allocation in the agriculture, forestry, animal husbandry, and fishery sector is 0.78%, down 0.58 percentage points from the previous quarter and 0.56 percentage points year-on-year [11][12] - The heavy stock allocation in the breeding industry is 0.31%, a decrease of 0.1 percentage points, while the feed industry allocation is 0.40%, down 0.45 percentage points [12][14] Company-Specific Allocation Changes - Among the top 15 heavy stocks, most companies have reduced their allocations, with Haida Group and Muyuan Foods decreasing by 0.34 percentage points and 0.04 percentage points, respectively [3][14] - The top five stocks with increased heavy stock allocation include Tiankang Biological (+2.42%) and Hainan Rubber (+1.41%), while the top five with decreased allocations include Zhongchong Pet (-3.21%) and Juxing Agriculture (-3.14%) [15][18] Investment Recommendations - The report recommends focusing on leading stocks in the breeding sector such as Muyuan Foods and Wens Foodstuffs, as well as seasonal rebounds in chicken prices [4][19] - For breeding support (feed and animal health), it suggests monitoring leading companies like Haida Group and BANGJI Technology for potential restructuring opportunities [4][19] - The planting sector shows stable profitability, with recommendations to pay attention to companies like Suqian Agricultural Development and Beidahuang [4][19]

Core Insights - The agricultural processing sector experienced a slight decline of 0.05% on November 6, with Yichang Mohu leading the losses [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Agricultural Processing Sector Performance - Notable gainers in the agricultural processing sector included: - Sanxiang Economy (600191) with a closing price of 9.74, up 2.20% and a trading volume of 211,200 shares, totaling 206 million yuan [1] - Xihua Co., Ltd. (603182) closed at 15.78, up 1.94% with a trading volume of 25,500 shares, totaling 40.03 million yuan [1] - Shuangta Food (002481) closed at 5.87, up 1.21% with a trading volume of 385,700 shares, totaling 227 million yuan [1] - Conversely, the sector saw declines in: - Yichang Mohu (920273) with a closing price of 36.36, down 2.26% and a trading volume of 20,400 shares, totaling 74.73 million yuan [2] - Oufu Egg Industry (920371) closed at 11.31, down 2.16% with a trading volume of 19,200 shares, totaling 21.84 million yuan [2] - ST Jiawo (300268) closed at 11.05, down 2.04% with a trading volume of 15,800 shares, totaling 17.64 million yuan [2] Capital Flow Analysis - The agricultural processing sector saw a net outflow of 148 million yuan from institutional investors, while retail investors contributed a net inflow of 104 million yuan [2][3] - Key individual stock capital flows included: - Morning Biological (300138) with a net inflow of 11.73 million yuan from institutional investors, but a net outflow of 18.99 million yuan from retail investors [3] - Andeli (605198) had a net inflow of 6.18 million yuan from institutional investors, but also saw a net outflow from retail investors [3] - ST Jiawo (300268) experienced a significant net outflow of 3.64 million yuan from institutional investors, while retail investors had a net inflow of 3.13 million yuan [3]

Core Viewpoint - The company has decided to amend its articles of association by eliminating the supervisory board and transferring its powers to the audit committee of the board of directors, while also appointing an employee representative director [1] Group 1 - The fifth session of the company's board of directors held on September 20, 2025, and the second extraordinary shareholders' meeting on October 10, 2025, approved the proposal for the amendment [1] - The company has submitted a filing application to the Handan Administrative Approval Bureau and has received a notification of filing completion [1] - The new articles of association will no longer include a supervisory board or supervisors, with the audit committee of the board taking over the supervisory functions [1]

证券代码：300138 证券简称：晨光生物 公告编号：2025—120 晨光生物科技集团股份有限公司 晨光生物科技集团股份有限公司（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及 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》。根据《公司法》《上市公司 章程指引》及《关于新<公司法>配套制度规则实施相关过渡期安排》等法律法规 及规范性文件的规定，结合公司的实际情况，公司决定修订《公司章程》，不再 设置监事会及监事，监事会的职权由董事会审计委员会行使，在董事会中设职工 代表董事一名。 2025 年 10 月 10 日，公司召开了第四届职工代表大会第十一次会议，会议 选举赵涛先生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。至此，公司董事会共 7 名董事。具体内容请见公司于 2025 年 9 月 23 日和 10 月 10 日披露于巨潮资讯网上的相关公告文件。 根据以上会议决议，公司向邯郸市行政审批局提出了备案申请。近日 ...

晨光生物科技集团股份有限公司 章 程 2025年10月10日经公司股东会审议通过 | 4 | P | K | | --- | --- | --- | | | 1 | | | | | 晨光生物科技集团股份有限公司 章 程 第一章 总 则 第一条 为维护晨光生物科技集团股份有限公司（以下简称"公司"或"本 公司"）、股东、职工和债权人的合法权益，规范公司的组织和行为，根据《中 华人民共和国公司法》(以下简称"《公司法》")、《中华人民共和国证券法》 (以下简称"《证券法》")、《上市公司章程指引》、《深圳证券交易所上市公 司自律监管指引第 2 号——创业板上市公司规范运作》（以下简称"规范运作指 引"）等法律法规和其他有关规定，制订本章程。 第二条 公司系依照《公司法》及其他法律法规和规范性文件的规定，由晨 光天然色素集团有限公司整体改制变更设立的股份有限公司。 第三条 公司在邯郸市行政审批局注册登记，取得营业执照，统一社会信用 代码为 91130400106900891W。 第四条 公司于 2010 年 10 月 13 日经中国证券监督管理委员会（以下简称 "中国证监会"）核准，首次向社会公众发行人民币普通股 ...

Core Insights - The agricultural processing sector experienced a rise of 0.87% on November 3, with Huazi Industrial leading the gains [1] - The Shanghai Composite Index closed at 3976.52, up 0.55%, while the Shenzhen Component Index closed at 13404.06, up 0.19% [1] Agricultural Processing Sector Performance - Huazi Industrial (600191) closed at 9.11, up 4.35% with a trading volume of 233,300 shares and a turnover of 210 million yuan [1] - Jingliang Holdings (000505) closed at 7.02, up 3.24% with a trading volume of 253,200 shares and a turnover of 176 million yuan [1] - Zuneng Co., Ltd. (003030) closed at 21.12, up 2.92% with a trading volume of 52,800 shares and a turnover of 111 million yuan [1] - Other notable performers include COFCO Sugar (600737) at 16.01, up 2.43%, and Guangnong Sugar (000911) at 7.89, up 2.33% [1] Capital Flow Analysis - The agricultural processing sector saw a net inflow of 60.82 million yuan from institutional investors, while retail investors experienced a net outflow of 14.89 million yuan [2] - Major stocks like COFCO Sugar had a net inflow of 10.3 million yuan from institutional investors but faced significant outflows from retail investors [3] - Double Tower Food (002481) recorded a net inflow of 25.30 million yuan from institutional investors, indicating strong institutional interest [3]

Group 1 - Company announced the receipt of patent certificates from the National Intellectual Property Administration for two inventions related to lutein ester oil suspension and an automatic adjustment system for leaching liquid [1] - The company's revenue composition for 2024 is entirely from the agricultural and sideline food processing industry, specifically plant extracts, accounting for 100% [2] - The current market capitalization of the company is 6.5 billion yuan [3]