Core Points - The company reported significant sales growth in October 2025, with a total of 45,946 pigs sold, generating revenue of 55.03 million yuan, reflecting a month-on-month increase of 60.17% in sales volume and 68.01% in revenue, but a year-on-year decrease of 10.51% in revenue [2][5] - Cumulatively, from January to October 2025, the company sold 321,900 pigs, a year-on-year increase of 25.05%, while total revenue for the same period was 450.20 million yuan, showing a year-on-year decline of 5.35% [2] - As of the end of October 2025, the company's pig inventory stood at 171,200, representing a year-on-year increase of 1.27% but a month-on-month decrease of 4.79% [3] Business Operations - The company’s subsidiary, Yichang Tianyu, and Yidu Tianqian applied for a credit limit of 6 million yuan from suppliers for operational needs, with a guarantee provided by Tianqian Food Co., Ltd. [9] - The company has approved a total guarantee limit of up to 1.27 billion yuan for subsidiaries with an asset-liability ratio below 70% and up to 3.57 billion yuan for those above 70% [10] - As of the announcement date, the total amount of external guarantees provided by the company and its subsidiaries reached 1.096 billion yuan, accounting for 211.45% of the latest audited net assets [12]

云南神农农业产业集团股份有限公司 2025 年 10 月养殖业务主要经营数据公告 证券代码：605296 证券简称：神农集团 公告编号：2025-128 | | 月份 | | 生猪销售 | | 销售收入 | | 商品猪销价 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | （万头） | | （亿元） | | （元/公斤） | | | | | 当月 | 累计 | 当月 | 累计 | 当月 | | 2025 | 年 | 4 月 | 22.73 | 108.77 | 3.98 | 17.06 | 14.68 | | 2025 | 年 | 5 月 | 23.28 | 132.05 | 4.13 | 21.19 | 14.43 | | 2025 | 年 | 6 月 | 21.90 | 153.95 | 3.85 | 25.04 | 14.35 | | 2025 | 年 | 7 月 | 17.47 | 171.42 | 3.27 | 28.31 | 14.73 | | 2025 | 年 | 8 月 | 16.64 | 188.06 | 2.85 | 3 ...

Group 1 - The national average price of live pigs today is 10.91 yuan/kg, showing a slight increase of 0.01 yuan/kg compared to yesterday [1] - The supply index for meat in Chongqing has increased by 3.08% compared to yesterday [1] - The wholesale trading volume of pork in Beijing is 575,900 kg, which is an increase of 5.38% from the previous day [1] Group 2 - The average price difference for external three-yuan pigs across 21 major regions is approximately 0.53 yuan/kg, down by 0.01 yuan/kg from yesterday, which is below the average transportation cost of 0.52 yuan/kg [3] - The overall national pig market is experiencing a trend of rising prices in the north and falling prices in the south, with northern regions supported by farmers holding back sales and new entrants, while southern regions face supply pressure leading to price declines [3] - The national average pig price remains below 11 yuan/kg, indicating a low-level fluctuation, with expectations for prices to stabilize tomorrow [3]

云南神农农业产业集团股份有限公司 证券代码：605296 证券简称：神农集团 公告编号：2025-116 2025 年 9 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 2025 年 9 月养殖业务主要经营数据披露如下： 一、2025 年 9 月养殖业务主要经营数据 单位：万头 | 主要产品 | 销售量 | | 销售量同比增减(%) | | | --- | --- | --- | --- | --- | | | 当月 | 累计 | 当月 | 累计 | | 生猪 | 22.90 | 210.96 | 15.02 | 26.80 | 2025 年 9 月份，公司销售生猪 22.90 万头（其中：商品猪销售 21.38 万头， 仔猪销售 0.89 万头），销售收入 3.64 亿元。其中向集团内部屠宰企业销售生猪 4.98 万头。 2025 年 9 月份，公司商品猪价格呈现下降趋势，商品猪销售均价 12.82 元/ 公斤，比 2025 年 8 月份 ...

Core Viewpoint - The national average price of live pigs in China is experiencing a downward trend, with significant supply-side pressures and weak demand affecting the market [1][3]. Group 1: Price Trends - As of September 15, 2025, the average price of external three-yuan live pigs across 31 provinces is 13.61 yuan per kilogram, down by 0.09 yuan from the previous day [1]. - The price difference for external three-yuan live pigs across 21 major regions has increased to approximately 0.56 yuan per kilogram, up by 0.02 yuan from the previous day, but remains below the average transportation cost of 0.49 yuan per kilogram [3]. Group 2: Market Dynamics - There is significant pressure on the supply side, with large-scale farms accelerating the sale of pigs and smallholders following suit [3]. - Demand remains weak, with slaughterhouses primarily engaging in price-cutting procurement, leading to sluggish sales of pork products [3]. - Market sentiment is predominantly bearish, although there is a growing reluctance among producers to sell at lower prices, suggesting a potential for continued price declines in the near future [3].

证券代码：605296 证券简称：神农集团 公告编号：2025-109 云南神农农业产业集团股份有限公司（以下简称"公司"）现将 2025 年 8 月养殖业务主要经营数据披露如下： 一、2025 年 8 月养殖业务主要经营数据 单位：万头 | 主要产品 | 销售量 | | 销售量同比增减(%) | | | --- | --- | --- | --- | --- | | | 当月 | 累计 | 当月 | 累计 | | 生猪 | 16.64 | 188.06 | -4.26 | 28.40 | 云南神农农业产业集团股份有限公司 2025 年 8 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。 | | 月份 | | 生猪销售 | | 销售收入 | | 商品猪销价 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | （万头） | | （亿元） | | （元/公斤） | | | | | 当月 | 累计 | 当月 | 累计 | 当月 | | 2 ...

Group 1 - The company sold 0.10 million pigs in July 2025, with the sales data being unaudited and subject to potential discrepancies with periodic reports [1] - The sales data serves as a reference for investors, indicating a stage in the company's performance [1] Group 2 - The report includes a table summarizing pig sales quantity, sales revenue, and commodity pig prices, although specific figures for sales revenue and prices are not detailed in the provided text [2] - The company emphasizes that the data may have rounding differences and is not fully comprehensive [2]

证券代码：605296 证券简称：神农集团 公告编号：2025-094 云南神农农业产业集团股份有限公司 2025 年 7 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 2025 年 7 月养殖业务主要经营数据披露如下： 一、2025 年 7 月养殖业务主要经营数据 单位：万头 （二）生猪市场价格的大幅波动（下降或上升），都可能会对公司的经营业绩产 生重大影响。如果未来生猪市场价格出现大幅下滑，仍然可能造成公司的业绩下 滑。敬请广大投资者审慎决策，注意投资风险。 | 主要产品 | 销售量 | | 销售量同比增减(%) | | | --- | --- | --- | --- | --- | | | 当月 | 累计 | 当月 | 累计 | | 生猪 | 17.47 | 171.42 | -11.99 | 32.79 | 2025 年 7 月份，公司销售生猪 17.47 万头（其中：商品猪销售 16.75 万头， 仔猪销售 0.00 万头），销售 ...

Sales Performance Summary - In July 2025, the company sold 6.355 million commodity pigs, representing a year-on-year increase of 13.02%, with 2.377 million sold to its wholly-owned subsidiary, Muyuan Meat Products Co., Ltd. [2] - The average selling price of commodity pigs in July was 14.30 yuan per kilogram, showing a year-on-year decrease of 21.86% [2]. - The total sales revenue from commodity pigs in July was 11.639 billion yuan, reflecting a year-on-year decline of 10.41% [2]. Cumulative Sales Data - For the first seven months of 2025, the cumulative sales of commodity pigs reached 44.749 million heads, with a total revenue of 82.507 billion yuan [3]. - The average price for commodity pigs in July was consistent with the previous month at 14.30 yuan per kilogram [3]. Additional Sales Information - In July 2025, the company also sold 1.106 million piglets and 0.036 million breeding pigs [4].

Sales Performance Summary - In July 2025, the company sold 6.355 million commodity pigs, representing a year-on-year increase of 13.02% [1] - The average selling price of commodity pigs was 14.30 yuan per kilogram, showing a year-on-year decrease of 21.86% [1] - The total sales revenue from commodity pigs was 11.639 billion yuan, reflecting a year-on-year decline of 10.41% [1] Monthly Sales Data - Cumulative sales data for the first seven months of 2025 shows a total of 44.749 million commodity pigs sold, with a cumulative revenue of 82.507 billion yuan [2] - The average price for commodity pigs in July 2025 was consistent with the previous month at 14.30 yuan per kilogram [2] Additional Sales Information - In July 2025, the company also sold 1.106 million piglets and 0.036 million breeding pigs [3] - The sales data provided is preliminary and unaudited, indicating potential discrepancies with periodic report disclosures [3]