证券代码：605296 证券简称：神农集团 公告编号：2026-007 云南神农农业产业集团股份有限公司 2026 年 1 月对外担保情况公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | | | 云南神农动物营养科技有限公司、 | | | | --- | --- | --- | --- | --- | | | 被担保人名称 | 广西崇左神农畜牧有限公司、广东 神农畜牧有限公司、文山神农猪业 | | | | 担保对象 | | 发展有限公司 | | | | （一） | 本次担保金额 | 9,015.85 万元 | | | | | 实际为其提供的担保余额 | 44,282.02 | | 万元[注 1] | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | | 担保对象 | 被担保人名称 | | | 云南神农陆良猪业有限公司、云南 | | | | | | 神农澄江饲料有限公司、云南澄江 ...

2026 年农业食品行业年度策略："误解"的 消费，农业食品中的"健康" 、 "快乐" 、 "划 算" 一、研究背景评估 二、范围与边界确认 三、核心摘要提炼 四、关键数据抓取与呈现 第 1页 共 5页 银发经济与年轻群体保健意识觉醒双轮驱动，我国保健品人均消费额仅为美国的 1/5，渗透 率差距显著。运动营养、体重管理等细分赛道增速亮眼（运动营养 2016-2023 年 CAGR 25.1%）。 电商渠道占比已提升至 46%，进口品牌加速进入，国内企业通过海外并购构建全球品牌矩阵。 第 2页 共 5页 五、风险与机遇诊断 一、研究背景评估 | 评估维度 | 说明 | | --- | --- | | 研究机构 | 中航证券有限公司研究所 | | 权威性说明 | 中航证券是具备中国证监会批准的证券投资咨询业务资格的持牌机构。本报告署名分析师彭海兰、陈翼均具备证券投资咨询 | | | 执业资格，彭海兰为农林牧渔行业首席分析师，拥有超过 10 年大宗商品研究经验，团队专业背景扎实。报告大量引用联合 | | | 国粮农组织、国家统计局、艾媒咨询、欧睿国际等权威第三方数据，研究方法严谨，在农业食品产业研究领域具备较强公信 ...

Group 1 - The core viewpoint of the article is the strategic cooperation agreement signed between Yunnan Baiyao Group Traditional Chinese Medicine Resources Co., Ltd. and Yunnan Shennong Agricultural Industry Group Co., Ltd. [1] - The collaboration will focus on advancing the application of traditional Chinese medicine resources in animal nutrition, disease prevention, and "antibiotic-free farming" [1]

Group 1: Major Announcements - Tianqi Mould plans to acquire 60% of Dongshi shares and will resume trading on February 12 [2][4] - Pingzhi Information intends to raise no more than 1 billion yuan for the construction of a domestic intelligent computing power center [5] - Tianji Co. is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [6] Group 2: Performance Highlights - Microelectrophysiology reported a 2025 net profit of 51.15 million yuan, a decrease of 1.76%, but a 365.73% increase in net profit after excluding non-recurring items [7] - Jingchen Co. achieved a 2025 net profit of 871.24 million yuan, a 6% increase year-on-year, with record high sales of over 174 million chips [7] Group 3: Fundraising and Restructuring - Unigroup plans to raise up to 5.57 billion yuan for acquiring a 6.98% stake in Xinhua San and other projects [8] - Jiangtong Equipment intends to raise up to 1.88 billion yuan for acquiring 100% stakes in multiple companies [8] - Baodi Mining plans to acquire 87% of Congling Energy for 685 million yuan and raise up to 560 million yuan for supporting funds [8] Group 4: Important Developments - Pudong Construction's subsidiaries won multiple major projects totaling 1.41 billion yuan [14] - ST Energy has changed to a state with no controlling shareholder and will resume trading on February 12 [11][19] - Shenong Group reported a 28.06% year-on-year increase in sales revenue from commodity pigs in January 2026 [15]

Core Viewpoint - Shennong Group reported significant growth in the sales of commodity pigs for January 2026, indicating a strong performance in the livestock sector [1] Group 1: Sales Performance - The company sold 295,300 commodity pigs in January 2026, representing a year-on-year increase of 53.24% [1] - The sales revenue from commodity pigs reached 461 million yuan, reflecting a year-on-year growth of 28.06% [1] - The average selling price of commodity pigs was 12.03 yuan per kilogram, with a month-on-month increase of 8.57% [1]

Group 1 - The core point of the article is that Shennong Group (605296) reported a total of 18,739 shareholders as of February 10, 2026 [1]

Core Viewpoint - Shennong Group (605296.SH) reported significant growth in its commodity pig sales for January 2026, indicating a strong performance in the agricultural sector [1] Group 1: Sales Performance - The company sold 295,300 commodity pigs in January 2026, representing a year-on-year increase of 53.24% [1] - Sales revenue from commodity pigs reached 461 million yuan, reflecting a year-on-year growth of 28.06% [1] - The average selling price of commodity pigs was 12.03 yuan per kilogram, with a month-on-month increase of 8.57% [1]

Core Viewpoint - Shennong Group (605296.SH) reported significant growth in sales of commodity pigs in January 2026, indicating a strong performance in the livestock sector [1] Group 1: Sales Performance - The company sold 295,300 commodity pigs in January 2026, representing a year-on-year increase of 53.24% [1] - Sales revenue from commodity pigs reached 461 million yuan, reflecting a year-on-year growth of 28.06% [1] - The average selling price of commodity pigs was 12.03 yuan per kilogram, with a month-on-month increase of 8.57% [1] Group 2: Internal Sales - Out of the total sales, 49,200 commodity pigs were sold to the company's internal slaughtering enterprises [1]

Core Viewpoint - Shennong Group (605296.SH) reported significant growth in its pig sales for January 2026, indicating a strong performance in the livestock sector [1] Sales Performance - The company sold 295,300 commodity pigs in January 2026, representing a year-on-year increase of 53.24% [1] - Sales revenue from commodity pigs reached 461 million yuan, reflecting a year-on-year growth of 28.06% [1] - The average selling price of commodity pigs was 12.03 yuan per kilogram, with a month-on-month increase of 8.57% [1] Additional Sales Data - In January 2026, the company also sold 10,200 piglets [1]

证券代码：605296 证券简称：神农集团 公告编号：2026-006 云南神农农业产业集团股份有限公司 2026 年 1 月养殖业务主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 云南神农农业产业集团股份有限公司（以下简称"公司"）现将 2026 年 1 月养殖业务主要经营数据披露如下： 一、2026 年 1 月养殖业务主要经营数据 1、2026 年 1 月份，公司销售商品猪 29.53 万头，同比变动 53.24%（其中： 向集团内部屠宰企业销售商品猪 4.92 万头）。商品猪销售收入 4.61 亿元，同比 变动 28.06%。商品猪销售均价 12.03 元/公斤，环比变动 8.57%。 2、2026 年 1 月，公司销售仔猪 1.02 万头。 上述销售数据未经审计，与定期报告披露的数据之间可能存在差异，因此上 述数据仅作为阶段性数据供投资者参考。 二、风险提示 （一）公司目前主营业务包括饲料加工、生猪养殖、生猪屠宰、肉制品深加工等 业务，上述销售情况只代表公司生猪养殖板块中活体销售情况，饲料加工、生猪 ...