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。 证券代码：603363 证券简称：傲农生物 公告编号：2025-093 福建傲农生物科技集团股份有限公司 关于调整公司独立董事津贴的公告 福建傲农生物科技集团股份有限公司（以下简称"公司"）于2025年9月29日召开了第四届董事会第十八 次会议，审议通过了《关于调整公司独立董事津贴的议案》，本议案尚需提交公司股东会审议，现将有 关事项公告如下： 根据《上市公司独立董事管理办法》（第四十一条）及《福建傲农生物科技集团股份有限公司章程》 《福建傲农生物科技集团股份有限公司独立董事工作制度》等相关法律法规及制度的规定，综合考虑公 司独立董事职责调整，为公司规范运作、治理体系建设和经营发展做出的重要贡献，参照公司所处行业 上市公司独立董事津贴水平，并结合公司发展情况，公司拟对公司独立董事薪酬方案调整如下： 公司独立董事薪酬采用固定津贴制，每人每年固定津贴由12万元（含税）调整为16.80万元（含税）。 上述薪酬调整自2025年1月1日起开始执行。 本次独立董事薪酬调整，旨在公司司法重整后 ...

美农生物（301156.SZ）9月25日在投资者互动平台表示，尊敬的投资者，您好！公司当前聚焦饲料添加 剂和酶解蛋白饲料原料的研发、生产和销售，暂不涉及疫苗的研发、生产和销售。公司将结合产业政 策、行业发展趋势、市场与客户需求等，持续迭代升级现有产品，研究开发高效、安全、环保型的饲料 添加剂和酶解蛋白饲料原料产品及其应用方案。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司有没有考虑过开发动物添加剂疫苗，酶解 蛋白疫苗，动物直接注入，不用掺到饲料里，效果一样？ ...

证券之星消息，9月22日，禾丰股份（603609）融资买入319.22万元，融资偿还317.35万元，融资净买入 1.87万元，融资余额1.4亿元，近3个交易日已连续净买入累计360.57万元。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-09-22 | 1.87万 | 1.40亿 | 1.88% | | 2025-09-19 | 23.61万 | 1.40亿 | 1.85% | | 2025-09-18 | 335.09万 | 1.39亿 | 1.84% | | 2025-09-17 | -22.87万 | 1.36亿 | 1.74% | | 2025-09-16 | 612.77万 | 1.36亿 | 1.72% | 融券方面，当日融券卖出3400.0股，融券偿还2500.0股，融券净卖出900.0股，融券余量5.08万股。 | 交易日 | 融券冷卖用(股) | | 融券余量(股) | 融券余额(元) | | --- | --- | --- | --- | --- | | 2025-09-22 | | 900 ...

Summary of China Agriculture Sector Quarterly Conference Call Industry Overview - **Industry Focus**: China Agriculture Sector, specifically hog supply discipline and pricing trends for various proteins [1][11] - **Key Players Discussed**: Major hog producers, sow feed producers, hog industry consultants, and hog vaccine producers [11][12] Core Insights Hog Supply and Pricing - **Hog Supply Control**: Industry feedback indicates that control of unit hog weight and the removal of secondary fattening practices are progressing according to policy guidance. However, the reduction of the sow herd is lagging [1][12] - **2026 Supply Forecast**: Expected hog supply to decline by 5% year-over-year, resulting in a 2% supply deficit. This is anticipated to improve industry hog farming margins by Rmb0.9/kg [1][13] - **Benchmark Hog Price**: Revised benchmark hog price for 2026E is Rmb14.8/kg, which is 14% higher than current levels [1][14] Other Proteins Pricing Trends - **Mixed Pricing Trends**: Domestic pricing trends for major proteins are mixed, with recovery noted in poultry and beef prices due to lower imports, while aqua and egg prices remain flat [2][7] - **Consumption Trends**: Downstream consumption has softened, leading to a contracting crush margin and weaker pricing for methionine and API index [2] Company Ratings and Recommendations - **Buy Ratings**: - Dabeinong (DBN) for improved biotech seeds earning visibility [3] - Haid for aqua feed growth and potential recovery in poultry feed [3] - **Neutral Ratings**: Wens and New Hope due to lower expected earnings [26] Additional Important Insights - **Sow Herd Trends**: The domestic sow herd size was flat month-over-month in July 2025, remaining 5% above the target set by the Ministry of Agriculture (MoA) [4][41] - **Secondary Fattening**: The practice of secondary fattening has decreased significantly, accounting for only 1% of total hog sales in August 2025, down from a peak of 6% in April [14][19] - **Cost Trends**: Total unit hog cost is projected to range from Rmb12.0-13.0/kg in 3Q25E, down from Rmb14.5-15.5/kg in 1Q24A [20] - **Profitability Spread**: The spread between hog pricing and unit feed cost has narrowed due to soft hog prices, while unit feed costs remain flat [55] Earnings Revisions - **Earnings Estimates**: Revised down by 1-12% for 2025E, 6-24% for 2026E, and 2-7% for 2027E for hog-related stocks, reflecting lower unit net hog profit and market output [26] Risks and Challenges - **Key Risks**: Include uncertainties in hog prices, execution risks in new project expansions, operational risks related to bio-security and disease control, and potential impacts from ASF infection on hog business [29][30] Conclusion - The China agriculture sector, particularly the hog industry, is undergoing significant changes with a focus on supply discipline and pricing recovery. While there are positive trends in hog pricing and supply management, challenges remain in herd reduction and overall profitability. The outlook for major companies varies, with some maintaining buy ratings while others are neutral due to expected earnings declines.

邦基科技9月17日交易公开信息 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即卖一、卖二，合计净卖出1682.34万 元。 资金流向方面，今日该股主力资金净流出579.11万元，其中，特大单净流入30.73万元，大单资金净流出 609.84万元。近5日主力资金净流入1867.22万元。 8月26日公司发布的半年报数据显示，上半年公司共实现营业收入23.93亿元，同比增长167.25%，实现 净利润6444.74万元，同比增长175.08%。（数据宝） 邦基科技(603151)今日下跌8.32%，全天换手率7.65%，成交额1.82亿元，振幅9.82%。龙虎榜数据显 示，机构净卖出1682.34万元，营业部席位合计净买入1488.77万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-8.69%上榜，机构专用席位净卖出1682.34万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交6323.64万元，其中，买入成交额为 3065.03万元，卖出成交额为3258.60万元，合计净卖出193.57万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | ...

Group 1: Swine Sector - The pig sector is experiencing a shift from profit to loss in piglet exports, emphasizing the need to focus on the expected differences in the swine sector [1] - Current average weights for pig slaughter remain high historically, while high temperatures are suppressing consumption demand, leading to continued pressure on pig prices [1] - A meeting on September 16 will analyze the current production situation and discuss capacity regulation measures, with expectations for capacity reduction in the second half of the year and into 2024 [1] - The sector is considered undervalued, with key companies like Muyuan Foods valued at 3500-4000 RMB per head, while others like New Hope and Tian Kang Biological are below 2000 RMB per head [1] - Recommended stocks include leading companies such as Muyuan Foods and Wens Foodstuffs, with additional attention on New Hope and other flexible stocks [1] Group 2: Cattle Sector - The raw milk price is expected to bottom out, with potential recovery as the dairy cow capacity reduction nears its end [2] - The beef market may be entering a super cycle, but various factors such as funding and environmental concerns may limit restocking enthusiasm [2] - Companies with cow resources or those adopting a "milk-meat linkage" model are expected to have stronger profitability [2] - Recommended companies include Youran Dairy, China Shengmu, and Guangming Meat [2] Group 3: Pet Sector - The pet economy in China is thriving, with domestic brands rapidly rising, highlighting the importance of companies with high domestic revenue growth [3] - Key recommendations include pet food companies like Guibao Pet and Zhongchong Co., with additional focus on pet medical and supply companies [3] Group 4: Poultry Sector - The white chicken sector is advised to focus on changes in breeding imports, as the industry has been in a downturn for three years [4] - The yellow chicken supply may contract, with demand being a core variable; prices are expected to improve as consumption increases in the second half of the year [5] - The egg-laying chicken sector is seeing high chick prices due to import restrictions, with a focus on companies with high market share [6] - Recommended stocks include Shennong Development and Lihua Group for white chicken, and Xiaoming Co. for egg-laying chickens [4][5][6] Group 5: Planting Sector - The conventional seed industry is awaiting a turnaround, with a focus on the industrialization of biological breeding opportunities [7] - The contribution of yield improvement to grain production is expected to exceed 80% in 2024, emphasizing the need for high-yield production [7] - Recommended companies include Longping High-Tech and Dabeinong in the seed sector, and Xinyangfeng in agricultural inputs [7] Group 6: Feed and Animal Health Sectors - The feed sector is recommended for Haida Group, which is expected to see market share growth and consistent performance [8] - The animal health sector is focusing on breaking through homogenized competition, with an emphasis on innovation and new product development [9] - Recommended companies in the animal health sector include Keqian Biological and others focusing on pet health products [9]

证券日报网讯播恩集团（001366）9月12日在互动平台回答投资者提问时表示，截至2025年9月10日，公 司股东人数为10357户。 ...

证券日报网讯海大集团（002311）8月29日发布公告，在公司回答调研者提问时表示，目前海外市场发 展过程中较为突出的矛盾是产能扩张，不同国家获取产能难度和效率不同。 ...

Core Viewpoint - Zhenghong Technology (SZ 000702) reported a year-on-year increase in revenue for the first half of 2025, but still faced a net loss attributed to shareholders [1] Financial Performance - For the first half of 2025, the company achieved an operating revenue of approximately 499 million yuan, representing a year-on-year increase of 13.72% [1] - The net profit attributable to shareholders was a loss of approximately 8 million yuan, with basic earnings per share showing a loss of 0.0231 yuan [1] - In comparison, the operating revenue for the same period in 2024 was approximately 438 million yuan, with a net loss of about 11.22 million yuan and basic earnings per share loss of 0.0324 yuan [1] Market Capitalization - As of the report date, Zhenghong Technology's market capitalization stood at 2.8 billion yuan [1]

正虹科技公告，2025年上半年营业收入4.99亿元，同比增长13.72%。归属于上市公司股东的净利 润-799.6万元，同比减少28.75%。基本每股收益-0.0231元/股，同比增加28.70%。公司计划不派发现金 红利，不送红股，不以公积金转增股本。 ...