登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603151 证券简称：邦基科技 公告编号：2025-098 山东邦基科技股份有限公司 关于终止重大资产重组事项的公告 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。 2025年11月11日山东邦基科技股份有限公司（以下简称"公司"）召开第二届董事会第十七次会议，审议 通过了《关于终止重大资产重组事项的议案》,同意公司终止以发行股份及支付现金的方式购买 Riverstone Farm Pte. Ltd.所持有的山东北溪农牧有限公司、山东瑞东伟力农牧有限公司、山东鑫牧农牧 科技有限公司、瑞东农牧（利津）有限公司、瑞东农牧（山东）有限责任公司、瑞东威力牧业（滨州） 有限公司全部100%的股权以及派斯东畜牧技术咨询（上海）有限公司80%股权（以下简称"本次交 易""本次重大资产重组"）的事项并授权公司管理层办理本次终止相关事宜。现将相关事项公告如下： 一、本次重大资产重组的概述 山东邦基科技股份有限公司（以下简称"公司"）拟通过发行股份及支付现金的方式购买Riverston ...

证券日报网讯 11月11日晚间，邦基科技发布公告称，2025年11月11日，山东邦基科技股份有限公司 （以下简称"公司"）召开第二届董事会第十七次会议，审议通过了《关于终止重大资产重组事项的议 案》，同意公司终止以发行股份及支付现金的方式购买Riverstone Farm Pte.Ltd.所持有的山东北溪农牧 有限公司、山东瑞东伟力农牧有限公司、山东鑫牧农牧科技有限公司、瑞东农牧（利津）有限公司、瑞 东农牧（山东）有限责任公司、瑞东威力牧业（滨州）有限公司全部100%的股权以及派斯东畜牧技术 咨询（上海）有限公司80%股权（以下简称"本次重大资产重组"）的事项。公司计划于2025年11月17日 （星期一）11：00-12：00，召开终止本次重大资产重组事项的投资者说明会。 （编辑 楚丽君） ...

（编辑 任世碧） 证券日报网讯 11月11日晚间，邦基科技发布公告称，2025年11月11日公司召开第二届董事会第十七次 会议，审议通过了《关于终止重大资产重组事项的议案》，同意公司终止以发行股份及支付现金的方式 购买RiverstoneFarmPte.Ltd.所持有的山东北溪农牧有限公司、山东瑞东伟力农牧有限公司、山东鑫牧农 牧科技有限公司、瑞东农牧（利津）有限公司、瑞东农牧（山东）有限责任公司、瑞东威力牧业（滨 州）有限公司全部100%的股权以及派斯东畜牧技术咨询（上海）有限公司80%股权的事项并授权公司 管理层办理本次终止相关事宜。 ...

邦基科技（603151）(603151.SH)发布公告，2025年11月11日公司召开第二届董事会第十七次会议，审 议通过了《关于终止重大资产重组事项的议案》,同意公司终止以发行股份及支付现金的方式购买 Riverstone Farm Pte.Ltd.所持有的山东北溪农牧有限公司、山东瑞东伟力农牧有限公司、山东鑫牧农牧 科技有限公司、瑞东农牧(利津)有限公司、瑞东农牧(山东)有限责任公司、瑞东威力牧业(滨州)有限公司 全部100%的股权以及派斯东畜牧技术咨询(上海)有限公司80%股权(简称"本次重大资产重组")的事项并 授权公司管理层办理本次终止相关事宜。 ...

人民财讯11月11日电，邦基科技(603151)11月11日公告，公司拟终止以发行股份及支付现金的方式购买 Riverstone Farm Pte. Ltd.所持有的山东北溪农牧有限公司、山东瑞东伟力农牧有限公司、山东鑫牧农牧 科技有限公司、瑞东农牧（利津）有限公司、瑞东农牧（山东）有限责任公司、瑞东威力牧业（滨州） 有限公司全部100%的股权以及派斯东畜牧技术咨询（上海）有限公司80%股权。目前公司生产经营情 况正常，终止此次重大资产重组交易事项不会对公司现有生产经营活动、财务状况造成重大不利影响。 转自：证券时报 ...

智通财经APP讯，邦基科技(603151.SH)发布公告，2025年11月11日公司召开第二届董事会第十七次会 议，审议通过了《关于终止重大资产重组事项的议案》,同意公司终止以发行股份及支付现金的方式购 买Riverstone Farm Pte.Ltd.所持有的山东北溪农牧有限公司、山东瑞东伟力农牧有限公司、山东鑫牧农 牧科技有限公司、瑞东农牧(利津)有限公司、瑞东农牧(山东)有限责任公司、瑞东威力牧业(滨州)有限公 司全部100%的股权以及派斯东畜牧技术咨询(上海)有限公司80%股权(简称"本次重大资产重组")的事项 并授权公司管理层办理本次终止相关事宜。 ...

Core Viewpoint - Dekang Agriculture and Animal Husbandry (02419) has submitted an application to the China Securities Regulatory Commission (CSRC) to convert several domestic shares into H-shares, aiming for listing and trading on the Hong Kong Stock Exchange after obtaining all necessary approvals [1] Group 1 - The application was submitted on November 10, 2025 [1] - The conversion of domestic shares to H-shares is contingent upon receiving approvals from the CSRC and the Hong Kong Stock Exchange, as well as compliance with applicable laws and regulations [1] - Following the conversion, the company will apply for the listing and trading of the H-shares on the Hong Kong Stock Exchange [1]

邦基科技公告称，公司拟发行股份及支付现金购买Riverstone Farm Pte.Ltd.持有的山东北溪等6家农牧公 司全部100%股权及派斯东畜牧技术咨询（上海）有限公司80%股权，预计构成关联交易与重大资产重 组，不导致实控人变更。公司股票于6月5日起停牌，17日起复牌。截至公告披露日，标的资产审计和评 估未完成，交易作价未确定，交易能否完成存在不确定性。 ...

Core Insights - The demand for AI applications and inference computing power is surging, leading to a significant increase in the demand for high-performance storage chips, with DRAM spot prices rising by 9.8% month-on-month, continuing an accelerating upward trend [1][5] - The semiconductor sales in China increased by 15.0% year-on-year in September, indicating further improvement in growth rates and sustained high levels of prosperity in the semiconductor and electronics industries [1][5] Industry Performance - The electronic industry continues to show high prosperity, with improved export demand [2][3] - AI computing power demand is driving the electronic industry chain's prosperity, with tight supply and demand conditions for DRAM storage prices leading to continued price increases [3][5] - The Shanghai Container Freight Index (SCFI) has significantly increased month-on-month, reflecting improved expectations for export demand due to positive developments in US-China trade negotiations [3] Downstream Consumption - Real estate sales are struggling, with a 39.9% year-on-year decline in transaction area for commercial housing in 30 major cities, and significant drops in first, second, and third-tier cities [4] - Durable goods consumption is under pressure, with a 9.0% year-on-year decline in retail sales of passenger cars and a notable decrease in air conditioning production for both domestic and foreign markets [4] - Agricultural prices are showing signs of improvement, with live pig prices rising by 4.1% month-on-month due to better supply-demand dynamics [4] Technology & Manufacturing - The demand for high-performance storage chips is being driven by the surge in AI applications and inference computing power, with DRAM spot prices continuing to rise [5] - Construction demand remains weak, influenced by environmental regulations, leading to a tightening of supply in the steel industry and a rebound in steel prices [5] Upstream Resources - Coal prices remained stable month-on-month due to tight supply ahead of safety inspections, while industrial metal prices are experiencing narrow fluctuations [7] Logistics and Transportation - Passenger transport demand is showing signs of recovery, with a 2.1% month-on-month increase in long-distance travel demand [9] - Port throughput has improved month-on-month, reflecting positive developments in export expectations [9]

Core Viewpoint - The electronic industry continues to experience high prosperity, with tight supply and demand in the memory segment leading to accelerated price increases; positive progress in China-US trade negotiations has improved export demand; domestic demand remains weak, while prices of steel and coal, affected by supply tightening, remain stable [1][2][3]. Group 1: Electronic Industry - AI computing demand is surging, driving the prosperity of the electronic industry chain, with DRAM memory prices continuing to rise, and domestic semiconductor sales growth showing marginal improvement [1][3]. - The Shanghai Export Container Freight Index (SCFI) has significantly increased, indicating improved export demand expectations [1]. - The semiconductor sales in September showed a year-on-year increase of 15.0%, reflecting a further improvement in growth rates [3]. Group 2: Real Estate and Consumer Durables - Real estate sales are at a low point, with the transaction area of commercial housing in 30 major cities down by 39.9% year-on-year, with first, second, and third-tier cities seeing declines of 57.0%, 32.7%, and 27.4% respectively [2]. - Retail sales of passenger cars decreased by 9.0% year-on-year, attributed to previous demand exhaustion and the withdrawal of subsidies [2]. - The air conditioning production for domestic and foreign sales fell by 21.2% and 13.8% year-on-year, respectively, indicating pressure on both domestic and overseas markets [2]. Group 3: Construction and Manufacturing - The construction demand remains weak, with environmental regulations tightening supply, leading to a marginal recovery in steel prices [3]. - The manufacturing sector shows a mixed operating rate, with a slight decline in hiring intentions among companies [3]. Group 4: Resource Prices - Coal prices remained stable due to tight supply ahead of safety inspections and high daily consumption in power plants [3]. - Industrial metal prices are fluctuating within a narrow range, influenced by international market conditions and high prices affecting downstream demand [3]. Group 5: Transportation and Logistics - Passenger transport demand is gradually improving, with a 2.1% increase in long-distance travel demand week-on-week [4]. - However, freight logistics demand has slightly declined, with national highway truck traffic and railway freight volume down by 2.5% and 0.8% respectively [4]. - The port throughput has improved, reflecting positive developments in export expectations due to the progress in China-US trade negotiations [4].