证券代码：002069 证券简称：獐子岛 獐子岛集团股份有限公司 投资者关系活动记录表 编号：2025 -01 投资者关系活动类别 ☐特定对象调研 ☐分析师会议 ☐媒体采访 业绩说明会 ☐新闻发布会 ☐路演活动 ☐现场参观 ☐其他（请文字说明其他活动内容） 参与单位名称及人员姓 名 线上参与公司2024年度业绩说明会的投资者 时间 2025年05月23日 15:00-16:30 地点 价值在线（https://www.ir-online.cn/）网络互动 上市公司接待人员姓名 董事长刘德伟 董事、总裁战成敏 独立董事张晓东 财务总监孙湘 董事会秘书阎忠吉 投资者关系活动主要内 容介绍 公司于2025年5月23日（星期五）15:00-16:30通过"价值在 线"提供的网上平台举行2024年度业绩说明会。本次业绩 说明会采用网络远程的方式举行。业绩说明会问题回复环 节主要内容如下： 1.公司和大连獐子岛海洋发展集团是什么关系？近期有 重组计划吗？ 答:尊敬的投资者您好。 海发集团为公司实际控制人大连市国资委控制的企 业，目前是公司控股股东盐化集团的母公司，即为公司的 间接控股股东。根据《深圳证券交易所股票上市规则 ...

作为国内首家通过"可生食鸡蛋"团体标准（T/LYDP 001-2021）的企业，小町蛋业自建实验室实施批次 检测，同时与多家第三方检测机构合作，产品检测指标严格遵循国家标准。 透明承诺：让每一枚鸡蛋都可追溯 24小时直播常态化，展示饲料投喂、鸡群活动、鸡蛋分拣全过程，打破行业信息壁垒；同时，数据实时 公开，企业公众号每日更新批次检测报告，半年公布第三方权威结果；开放全民监督，邀请媒体、消费 者免费参观，实地见证生产细节。 近期因"无抗鲜蛋"质量争议引发公众关注的小町蛋业，宣布将于5月20日启动国内蛋品行业首个24小时 全流程生产直播。 无抗养殖的科技支撑：从源头筑牢安全防线 位于山东费县的小町蛋业生产基地，地处沂蒙山腹地森林覆盖区。据公开信息，该区域2022年环境监测 数据显示每立方厘米负氧离子含量高达220万个，创下了全国之最。 "我们的养殖场选址并非偶然，而是经过严格环境评估后的科学决策。"创始人杨伶俐介绍，"养殖基地 沿途青山绿水环绕，森林覆盖率45.7%，空气负氧离子含量极高，水质富含硒、锶、钾等微量元素，为 蛋鸡提供了天然纯净的生长环境，从源头提升了鸡蛋的营养价值。" 作为行业内践行"无抗养殖"理念 ...

Core Insights - The article highlights the successful integration of digital platforms with the local agricultural industry in Jinyun County, Lishui City, Zhejiang Province, focusing on the "Jinyun Mallard" duck as a key product [1][2][3] Group 1: Digital Empowerment in Production - Jinyun County has established a digital breeding platform that utilizes IoT and big data technologies to enhance the breeding of Jinyun Mallard ducks, achieving a stock of 269,000 ducks and an annual egg production of 3,274 tons [1] - The county has developed a "Five Breeding" model and a "Reed-Mallard Coexistence System" tailored to different geographical environments, resulting in an average output value of over 20,000 yuan per mu for reed fields [1] Group 2: Support for Operations - Regular training sessions for duck farmers are organized to promote scientific breeding and ecological farming practices, thereby improving professional skills and reducing risks [1] - The establishment of "Mallard Loans" provides low-interest financial support to farmers and cooperatives, addressing funding needs for expansion, equipment upgrades, and brand development [1] Group 3: Supply Chain and Market Development - A supply chain platform for the Mallard duck industry has been created to promote high-quality products and establish stable partnerships with retailers and agents, leading to an annual production of 1.5 million ducks [2] - The county has initiated a health-flavored duck project, launching over 60 products, and has integrated local sports goods companies to enhance the value of duck feather products [2] Group 4: E-commerce and Brand Building - The county has facilitated the entry of Mallard duck products into major e-commerce platforms, utilizing flagship stores and live streaming to enhance brand visibility, with annual transaction volume exceeding 26 million yuan, accounting for 32.5% of total sales [2] - The digital marketing efforts have significantly increased the brand influence of "Jinyun Mallard," pushing the industry towards a high-end and branded direction [2] Group 5: Overall Industry Growth - Since the implementation of the "Platform + Industry" model, the Jinyun Mallard industry has achieved remarkable growth, with a total industry output value exceeding 2.3 billion yuan [3] - Future plans include further digital reforms and extending the industry chain towards deep processing and cultural tourism integration to enhance the competitiveness of regional agricultural brands [3]

Core Viewpoint - The article discusses the efforts in Guangdong Province to enhance the efficiency of livestock waste treatment, aligning with national policies aimed at improving agricultural pollution management and promoting resource utilization of livestock manure [2][5][32]. Group 1: Technological Implementation - The Guangdong Provincial Rural Science and Technology Special Commissioner team, in collaboration with local agricultural institutions, is providing technical services to improve livestock waste management in Qingtan Town [3][4][30]. - The introduction of the "worm treatment" ecological purification model is highlighted as a key innovation, which offers advantages such as ease of operation, high efficiency, and product value addition [20][21]. Group 2: Current Challenges and Solutions - Qingtan Town's rapid livestock industry development faces challenges such as inadequate waste treatment facilities, leading to high discharge pressure and low resource utilization rates [9][10]. - The resource utilization rate of livestock waste is targeted to increase from 75% to 80.33% through the implementation of new technologies and systematic planning [14][15]. Group 3: Economic and Ecological Benefits - The worm treatment method can achieve a nitrogen removal rate of 75% and reduce the emissions of hydrogen sulfide and ammonia by 80-90%, thus providing both economic and ecological benefits [23][25]. - The establishment of a closed-loop system integrating chicken farming, worm cultivation, and organic fertilizer planting is being explored to enhance sustainability [26][30]. Group 4: Future Directions - The special commissioner team plans to continue monitoring the effectiveness of the worm treatment system and aims to develop replicable and scalable technical standards and management mechanisms [31][32]. - The initiative is positioned to support the green development of livestock farming and the prevention of agricultural pollution in Guangdong, contributing to rural revitalization and high-quality ecological agriculture [32][34].

2025-05-22 交易咨询业务资格：证监许可【2012】1091号 菜粕早报 大越期货投资咨询部：王明伟 从业资格证号：F0283029 投资咨询资格证号：Z0010442 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 CONTENTS 目 录 1 每日提示 2 近期要闻 3 多空关注 4 基本面数据 5 持仓数据 ✸菜粕观点和策略 菜粕RM2509：2520至2580区间震荡 1.基本面：菜粕震荡回升，豆粕走势带动和技术性震荡整理，菜粕油厂开机处于低位，菜粕 库存维持低位支撑盘面。菜粕现货需求短期逐步回升，进口油菜籽到港量增多但油厂库 存短期无压力，盘面短期回归区间震荡。中国对加拿大油渣饼进口加征关税短期利多菜 粕，但未对油菜籽进口加征关税，利多程度也或有限。中性 2.基差：现货2460，基差-92，贴水期货。偏空 3.库存：菜粕库存2.9万吨，上周3.6万吨，周环比减少19.44%，去年同期3.2万吨，同比减 少9.38%。偏 ...

| 油脂产业期现日报 | | --- | | 投资咨询业务资格:证监许可 【2011】1292号 王泽辉 Z0019938 2025年5月22日 | | 臣海 | | 5月21日 5月20日 涨跌 涨跌幅 | | -1.09% | | -0.03% | | 盘面进口利润 广州港9月 -640 -636 -4 -0.56% | | 09+350 09+350 0 现货基差报价 江苏5月 - | | 定車 14602 14602 0 0.00% | | 棕榈油 | | 合東 330 330 0 0.00% | | 广东24度 8600 8650 -50 -0.58% 现价 | | 现价 江苏四级 බු බව බව සිට පිහිට deal O 0.00% | | 期价 Ol509 9103 9082 21 0.23% | | 5月21日 5月20日 涨跌 涨跌幅 | | 盘面进口成本 | | 5月21日 | | -6 | | 菜籽油 | | 5月20日 涨跌 涨跌幅 | | 墓差 Ol509 487 508 -21 -4.13% | | 现货基差报价 江苏5月 09+120 09+120 0 - | | 定車 ...

Core Viewpoint - Modern Dairy's Tangshan farm exemplifies the integration of technology and nature in dairy farming, showcasing advancements in livestock management and renewable energy utilization [1][5]. Group 1: Technological Advancements in Dairy Farming - The Tangshan farm features modernized cow housing equipped with advanced systems such as intelligent TMR feeding, self-sensing fans, precise spraying devices, estrus forecasting systems, and intelligent waste management [3]. - A smart system platform monitors the health status of each cow in real-time, ensuring optimal care and maximizing milk production through automated milking and quality control systems [3]. Group 2: Renewable Energy Integration - The farm has established a 39.8 MW centralized photovoltaic power station on the roofs of cow houses, utilizing a "full grid connection" model for sustainable green electricity supply [5]. - This innovative "photovoltaic + farm" system creates a synergistic relationship between energy production and agricultural practices, enhancing overall efficiency [5]. Group 3: Environmental Sustainability - The farm's circular system contributes to significant environmental benefits, including annual savings of over 10,000 tons of standard coal and reductions in carbon dioxide emissions by tens of thousands of tons, with an annual electricity generation exceeding 50 million kWh [6]. - The integration of photovoltaic panels and biogas projects establishes a closed-loop system that transforms waste into renewable energy, promoting a zero-carbon cycle [6]. Group 4: Commitment to Quality - During the Xiaoman season, the Tangshan farm leverages its expertise in breeding technology and quality management to create a scientifically sound, comfortable, and environmentally friendly growth environment for dairy cows, ensuring high-quality milk production [8].

交易咨询业务资格：证监许可【2012】1091号 菜粕早报 2025-05-21 大越期货投资咨询部：王明伟 从业资格证号：F0283029 投资咨询资格证号：Z0010442 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 CONTENTS 目 录 1 每日提示 2 近期要闻 3 多空关注 4 基本面数据 5 持仓数据 ✸菜粕观点和策略 菜粕RM2509：2480至2540区间震荡 1.基本面：菜粕窄幅震荡，豆粕走势带动和技术性震荡整理，菜粕油厂开机处于低位，菜粕 库存维持低位支撑盘面。菜粕现货需求短期逐步回升，进口油菜籽到港量增多但油厂库 存短期无压力，盘面短期回归区间震荡。中国对加拿大油渣饼进口加征关税短期利多菜 粕，但未对油菜籽进口加征关税，利多程度也或有限。中性 2.基差：现货2420，基差-90，贴水期货。偏空 3.库存：菜粕库存2.9万吨，上周3.6万吨，周环比减少19.44%，去年同期3.2万吨，同比减 少9.38%。偏 ...

Core Viewpoint - The article highlights how Spring Snow Food Group is elevating the quality and global perception of Chinese chicken products through stringent food safety standards and innovative product development, aiming to establish a strong brand presence in international markets [3][8]. Quality Transformation - Spring Snow Food Group has implemented "export-level" food safety measures for over a decade, ensuring high standards for both domestic and international markets [3][7]. - The company emphasizes the importance of quality over low pricing, aiming to provide consumers with safe and delicious chicken products [4][6]. - The introduction of innovative products like "juicy chicken nuggets" and "pan-fried chicken breast strips" showcases the company's commitment to health and quality, utilizing advanced techniques to enhance flavor and nutritional value [5][6]. Market Positioning - Since 2015, the company has gained recognition in the fast-moving consumer goods sector, particularly with its "juicy chicken nuggets," which stand out for their quality compared to competitors [4]. - Spring Snow Food Group aims to establish its own brand in overseas markets, moving away from the traditional OEM model to enhance brand value and consumer perception [8][10]. Industry Trends - The company has been proactive in adopting "antibiotic-free" farming practices, which align with growing consumer health concerns and international standards [6][7]. - Spring Snow Food Group's focus on digital transformation and e-commerce partnerships has allowed it to maintain a competitive edge in the market, achieving high consumer satisfaction ratings [9]. Future Plans - The company plans to continue its focus on "healthy animal protein" and expand into other protein categories like pork and seafood, responding to consumer demand for safe and nutritious food options [10][11]. - Spring Snow Food Group is committed to social responsibility, investing in sustainable practices and local agricultural development to ensure long-term growth and industry leadership [10][11].

丨证券研究报告丨 公司研究丨点评报告丨神农集团（605296.SH） [Table_Title] 神农集团 2024 年年报与 2025 年一季报点评： 成本优异，优质成长 报告要点 请阅读最后评级说明和重要声明 %% %% [Table_Author] 陈佳 高一岑 SAC：S0490513080003 SAC：S0490523030003 SFC：BQT624 %% %% research.95579.com 1 [Table_Summary] 我们总结神农集团是一流成本、快速扩张、超低负债的优质养殖标的。公司最新完全成本 12 元 /公斤为上市公司中最低。2025 年出栏目标为 320-350 万头，力争 2027 年达到 500 万头的出 栏目标。公司负债率极低，资金充足，低成本与高成长确定性强。公司董事长与养殖业务负责 人均是华南农大畜牧兽医专业科班出身，专业化程度高，管理优势强。周期本质是优胜劣汰， 高质量产能才有未来，看好神农集团穿越周期的优质成长，预计公司 2025 年、2026 年实现归 母净利润 9.27、11.6 亿元，重点推荐。 分析师及联系人 神农集团披露 2024 年年报与 202 ...