格隆汇12月8日丨大北农(002385.SZ)公布，2025年11月控股公司生猪销售数量为41.51万头，销售收入 5.12亿元。其中销售数量环比增长-9.76%，同比增长10.72%；销售收入环比增长-11.57%，同比增 长-25.26%；销售均价11.51元/公斤。2025年1-11月，控股公司累计销售生猪403.60万头，同比增长 26.06%。累计销售收入59.90亿元，同比增长7.85%。 ...

Core Insights - The sales data for October 2025 from major listed pig farming companies shows a significant increase in sales volume but a decline in revenue compared to the previous year [1][5][12]. Sales Volume - In October 2025, the total sales volume of 17 listed pig farming companies reached 17.1992 million heads, representing a year-on-year increase of 24.03% and a month-on-month increase of 22.42% [1][5][8]. - Leading the sales volume, Muyuan Foods sold 7.076 million heads, while Wens Foodstuff and New Hope sold over 1.6 million heads each [1][8][17]. - Several companies, including Aonong Bio, Zhengbang Technology, Jinxinnong, and Shennong Group, reported sales growth exceeding 60% year-on-year [1][8]. Revenue Performance - The total revenue for these companies in October 2025 was 22.188 billion yuan, which is a year-on-year decrease of 19.04% but a month-on-month increase of 8.92% [1][5][12]. - Most companies experienced negative revenue growth year-on-year, with Zhenghong Technology and Muyuan Foods seeing declines exceeding 20% [1][13][16]. - Aonong Bio's sales volume increased by 73.31% year-on-year, while Zhenghong Technology reported a significant decline in both sales volume and revenue [12][16]. Price Trends - The national average transaction price for pigs has been declining since September 2025, with the lowest price recorded at 11.1 yuan per kilogram in October 2025, contributing to the revenue decline for pig farming companies [2][5].

一、主要经营数据 （一）生猪销售情况 证券代码：600975 证券简称：新五丰 公告编号：2025-053 湖南新五丰股份有限公司 2025 年 10 月生猪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。 湖南新五丰股份有限公司（以下简称"公司"或"本公司"）现将 2025 年 10 月主要经营数据公告如下： 1、上述数据均未经审计，与定期报告披露的数据之间可能存在差异，上述 数据仅作为阶段性数据，供投资者参考。因四舍五入，以上数据可能存在尾差。 2、基于动物疫情对生猪行业的影响持续存在、生猪市场价格波动较大以及 公司养殖节奏变化等因素影响，未来公司生猪销量存在月度波动风险。 3、生猪市场价格变动的风险是整个生猪生产行业的系统风险，对任何一家 生猪生产者来讲都是客观存在的、不可控制的外部风险。 三、其他提示 本公司信息披露的指定媒体为《上海证券报》、《中国证券报》、《证券 时报》、《证券日报》及上海证券交易所网站（www.sse.com.cn），公司所有 公开披露信息均以在上述指定媒体刊登的正式公告为准。 ...

Group 1: Core Insights - The company sold 612,700 pigs in September 2025, generating sales revenue of 634.46 million yuan, with an average selling price of 13.69 yuan/kg [2] - For the first nine months of 2025, the company sold 4.6373 million pigs, with a total sales revenue of 6.08491 billion yuan and an average selling price of 15.77 yuan/kg [2] - The company slaughtered 117,242 pigs in September 2025, with a cumulative slaughter of 1,179,275 pigs from January to September 2025 [3] Group 2: Sales Performance - The sales volume of piglets in September 2025 was 252,300, contributing to the overall sales figures [2] - The average price for fat pigs in September was 12.80 yuan/kg, reflecting a month-on-month decrease of 8.88% [2] - The sales revenue for the first nine months of 2025 showed a year-on-year decrease of 11.76% in average selling price [2] Group 3: Additional Information - The data provided is based solely on the company's controlling subsidiaries and does not include figures from associated companies [2] - The reported figures are unaudited and may differ from those disclosed in periodic reports, serving only as reference data for investors [4]

一、主要经营数据 （一）生猪销售情况 证券代码：600975 证券简称：新五丰 公告编号：2025-047 湖南新五丰股份有限公司 2025 年 1-9 月主要经营数据公告 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。 湖南新五丰股份有限公司（以下简称"公司"或"本公司"）现将 2025 年 1-9 月主要经营数据公告如下： 1、2025 年 1-9 月公司生猪销售情况 | 月份 | 生猪销量（万头） | | 商品猪销量 | | 商品猪 | | --- | --- | --- | --- | --- | --- | | | | | （万头） | | 销价 | | | 当月 | 累计 | 当月 | 累计 | （元/公斤） | | 4 月 | 40.81 | 167.48 | 24.08 | 93.90 | 14.82 | | 5 月 | 38.70 | 206.18 | 24.35 | 118.25 | 14.72 | | 6 月 | 37.15 | 243.33 | 21.92 | 140.17 | 14.25 | | 7 ...

Core Viewpoint - Shennong Group reported a decline in pig sales and prices in August 2025, indicating potential challenges in the market [1] Sales Performance - In August 2025, the company sold a total of 166,400 pigs, including 155,600 commercial pigs and 5,100 piglets, generating sales revenue of 285 million yuan [1] - From January to August 2025, the company sold a total of 1,880,600 pigs, comprising 1,601,400 commercial pigs and 242,700 piglets, with total sales revenue reaching 3.116 billion yuan [1] Price Trends - The average selling price of commercial pigs in August 2025 was 13.87 yuan per kilogram, reflecting a decrease of 5.84% compared to July 2025 [1] - The downward trend in commercial pig prices may impact future revenue and profitability for the company [1]

Core Viewpoint - The company announced its main operational data for July 2025, specifically focusing on pig sales, highlighting the number of pigs sold and the potential risks associated with the industry [2]. Group 1: Operational Data - In July 2025, the company sold a total of 350,400 pigs, which includes 216,100 commercial pigs [2]. Group 2: Risk Factors - The data provided is unaudited and may differ from periodic report disclosures, serving only as a reference for investors [2]. - The company faces risks related to animal epidemics, significant price fluctuations in the pig market, and changes in breeding schedules, which may lead to monthly sales volatility [2]. - Market price changes represent a systemic risk for the entire pig production industry, affecting all producers as an uncontrollable external risk [2].

Core Sales Data - The sales volume of commodity pigs in July reached 6.355 million heads, representing a year-on-year increase of 13.02% [1] - The average selling price was 14.30 yuan per kilogram, showing a year-on-year decrease of 21.86% [1] - The total sales revenue amounted to 11.639 billion yuan, reflecting a year-on-year decline of 10.41% [1] - Other sales included 1.106 million heads of piglets and 36,000 heads of breeding pigs [1] Cumulative Performance - From January to July, the cumulative sales volume of commodity pigs reached 44.749 million heads [1] - The cumulative revenue for the same period was 82.507 billion yuan [1] - Internal sales accounted for 37.4% of the total, with 2.377 million heads sold to the wholly-owned subsidiary, Muyuan Meat Products [1] Data Characteristics - The trend of increasing sales volume but declining prices continues, indicating a significant pressure on prices despite positive growth in sales volume [1]

Core Viewpoint - Zhenghong Technology reported a significant increase in year-on-year sales of live pigs for the first seven months of 2025, despite a decrease in sales and revenue for July compared to the previous month [1] Group 1: Sales Performance - In July 2025, the company sold 16,300 live pigs, generating sales revenue of 26.02 million yuan, representing a month-on-month decrease of 38.65% in volume and 37.08% in revenue [1] - Cumulatively, from January to July 2025, the company sold 79,300 live pigs, with total sales revenue reaching 109.48 million yuan, indicating a year-on-year increase of 93.17% in volume and 38.06% in revenue [1] Group 2: Year-on-Year Comparison - The year-on-year changes for July 2025 show an increase of 288.69% in sales volume and 148.12% in sales revenue compared to July 2024 [1]

Group 1 - The company sold 187,500 pigs in March 2025, including 29,800 piglets, generating a sales revenue of 337 million yuan, with an average selling price of 15.34 yuan/kg for commercial pigs [2] - Cumulatively, from January to March 2025, the company sold 491,400 pigs, including 79,500 piglets, with a total sales revenue of 879 million yuan [3] - The sales data provided is unaudited and may differ from the figures disclosed in regular reports, serving only as a reference for investors [3] Group 2 - The company operates in the pig farming industry and is required to disclose sales information monthly as per the Shenzhen Stock Exchange's guidelines for listed companies engaged in livestock and aquaculture [1]