图 一周摘要 图 市场概况： 上周（6月30日至7月4日） A 股呈现 "深强沪弱" 特征，上证 50 上涨 1.21%，沪深 300 上涨 1.54%，市净率处于近 5 年中位数附近，受新能源和电子板块提振，创业板指大涨 1.50%，但科创 50 却 逆势下跌 0.35%，银行股指数创新高，显示资金从高估值赛道向政策受益领域迁移。全周上证指数上涨 1.40%，深证指数上涨1.25%，创业板指上涨1.50%。 行业板块： 上周 Wind一级平均涨幅1.30%，Wind百大概念指数上涨比例78%。板块方面， 81%板块获 得正收益，钢铁、建筑材料、银行相对表现良好，分别上涨5.06%、3.96%、3.77%，综合、传媒、农林 牧渔等均出现2%以上的涨幅，而仅有美容护理、非银金融、计算机走弱，分别下跌0.55%、0.72%、 1.28%。 基金表现 ： 上周 万得全基指数上涨 0.71% 。其中，万得普通股票型基金指数上涨 1.60% ，万得偏股混合型基金指数上涨 1.25% ，万得债券型基金指数上涨 0.20% 。 图 一周市场 图 01 全球大类资产回顾 大类资产方面，上周 国际权益市场略有分化，美股延续涨势 ...

企业名称江西三邦智慧农业科技有限公司法定代表人陈石仙注册资本200万人民币国标行业农、林、 牧、渔业>农、林、牧、渔专业及辅助性活动>农业专业及辅助性活动地址江西省赣州市赣州经济技术 开发区赣州综合物流园金凤数创园D栋205-6楼企业类型有限责任公司(自然人投资或控股的法人独资)营 业期限2025-7-4至无固定期限登记机关赣州经济技术开发区市场监督管理局 来源：金融界 序号股东名称持股比例1江西三邦助民农业科技有限公司100% 经营范围含许可项目：农药批发，农药零售，食品互联网销售，道路货物运输（网络货运），城市配送 运输服务（不含危险货物）（依法须经批准的项目，经相关部门批准后在许可有效期内方可开展经营活 动，具体经营项目和许可期限以相关部门批准文件或许可证件为准） 农作物栽培服务，农业机械服 务，化肥销售，农用薄膜销售，食用农产品初加工，初级农产品收购，食用农产品批发，食用农产品零 售，日用百货销售，互联网销售（除销售需要许可的商品），供应链管理服务，普通货物仓储服务（不 含危险化学品等需许可审批的项目），技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广，农业专业及辅助性活动（除依法须经批准 ...

Sales Performance - In June 2025, the company sold 112,200 pigs, including 52,300 commercial pigs, 57,800 piglets, and 2,100 breeding pigs, generating sales revenue of 122.40 million yuan, with an average selling price of 14.76 yuan per kilogram for commercial pigs [1]. - From January to June 2025, the total pig sales reached 632,300, comprising 343,600 commercial pigs, 284,900 piglets, and 3,700 breeding pigs, reflecting a year-on-year increase of 5.57%. However, the total sales revenue for this period was 762.52 million yuan, showing a year-on-year decline of 1.23% [1]. Data Disclosure - The sales data provided does not include figures from the company's affiliated companies and is unaudited, which may differ from the data disclosed in regular reports. This data serves as a reference for investors [2].

Sales Performance - In June 2025, the company reported a sales revenue of 122.40 million yuan from live pig sales, with an average selling price of 14.76 yuan per kilogram [1] - The total number of piglets sold was 284,900, and the number of breeding pigs sold was 3,700, representing a year-on-year increase of 5.57% [1] - The cumulative sales revenue from live pigs amounted to 762.52 million yuan, showing a year-on-year decrease of 1.23% [1] Additional Information - The disclosed sales data only includes the company's livestock breeding business and does not account for other business segments [2] - The sales data is preliminary and unaudited, and may differ from the figures reported in periodic disclosures [1]

Group 1 - The article highlights the advancements in agricultural technology in Heyuan, focusing on the implementation of smart farming practices and the cultivation of high-quality crops such as "space rice" and local potato varieties [1][4][6] - The Wanlv Smart Unmanned Farm has achieved full mechanization across 5,200 acres of rice fields, requiring only six workers for daily management, with 1,500 acres demonstrating fully automated operations [9][10][11] - The Guangdong Zhaohua Seed Industry Co., Ltd. is leading efforts in rice breeding, having developed a new variety "Huahang Xiangyin" that has been recognized as a super rice variety for 2025, with plans to plant 250,000 acres in 2024 and generate sales of 9 million yuan [17][18][19] Group 2 - The article discusses the establishment of a potato breeding base in the Lighthouse Basin, which aims to solve the issue of transporting seed potatoes from northern regions to Guangdong, thus enhancing local production capabilities [30][34][36] - The base has successfully cultivated 800 million micro potatoes, which are expected to be used for large-scale planting in the upcoming winter season, contributing to the high-quality development of the potato industry in the province [41][51][52] - The article also mentions the establishment of a modern agricultural complex by Dongrui Co., which combines traditional breeding methods with advanced genetic selection, producing a significant number of breeding pigs and poultry [56][58][70] Group 3 - The article outlines the growth of the pig and poultry breeding industry in Heyuan, with several companies achieving national and provincial recognition for their breeding programs, including the establishment of a state-level core breeding farm [60][61][70] - The Guangdong Huifeng Agricultural Technology Co., Ltd. is investing over 400 million yuan in a poultry breeding base, expected to supply over 4 million quality poultry seedlings annually, with a projected annual output value of around 200 million yuan [70][72][73] - The article emphasizes the importance of protecting and utilizing genetic resources in agriculture, with ongoing efforts to collect and preserve various agricultural species to support innovation in breeding [83][84][88]

金新农（002548）公告，2025年6月生猪销量11.22万头，其中商品猪5.23万头、仔猪5.78万头、种猪0.21 万头，生猪销售收入1.22亿元，商品猪销售均价14.76元/公斤。2025年1-6月，公司生猪销量合计63.23万 头，同比增长5.57%；生猪销售收入合计7.63亿元，同比下降1.23%。 ...

| 家用电 | 15.88 | -2.77 | 2.07 | 0.03 | -3.89 | | --- | --- | --- | --- | --- | --- | | 器 | | | | | | | 社会服 | 13.50 | 11.98 | 2.99 | -0.20 | -4.08 | | 务 | | | | | | | 环保 | 18.96 | 11.58 | 2.12 | -1.03 | -4.59 | | 医药生 物 | 68.04 | -1.48 | 2.49 | 0.39 | -5.73 | | 通信 | 32.51 | 17.15 | 1.87 | -0.85 | -15.10 | | 汽车 | 45.27 | -0.21 | 2.09 | -0.53 | -17.97 | | 基础化 工 | 71.27 | 1.70 | 2.66 | -1.22 | -21.74 | | 机械设 | 65.11 | -6.74 | 2.40 | -0.97 | -28.36 | | 备 | | | | | | | 国防军 | 32.96 | -12.68 | 3.05 | -0.91 | -29.30 | ...

Core Insights - The company Tianbang Food (002124) reported sales of 506,300 commodity pigs in June 2025, including 175,400 piglets, generating a revenue of 675 million yuan with an average selling price of 15.88 yuan per kilogram, showing a month-on-month change of 1.08%, -4.01%, and -2.52% respectively [1] - For the first half of 2025, the company sold 2.9582 million commodity pigs, including 950,300 piglets, with a total revenue of 4.143 billion yuan and an average selling price of 16.19 yuan per kilogram, reflecting a year-on-year change of -1.99%, 3.94%, and -1.16% respectively [1] Sales Performance - In June 2025, the sales volume of commodity pigs was 506,300 heads, with piglet sales accounting for 175,400 heads [1] - The revenue for June 2025 was 675 million yuan, with an average price of 15.88 yuan per kilogram [1] - The sales volume for the first half of 2025 reached 2.9582 million heads, with piglet sales at 950,300 heads [1] Revenue Analysis - The total revenue for the first half of 2025 was 4.143 billion yuan, with an average selling price of 16.19 yuan per kilogram [1] - The year-on-year revenue change for the first half of 2025 was 3.94% [1] - The month-on-month revenue change for June 2025 showed a decrease of 4.01% compared to the previous month [1]

Group 1 - The article highlights various paths to wealth in rural revitalization, including individual efforts, collective industrial upgrades, and strong policy support, creating a vibrant picture of rural development and farmer prosperity [1] Group 2 - In Liaoning Province, farmer Yan Dalei has successfully cultivated 22,000 acres of milk thistle, achieving two harvests per year by planting soybeans after the thistle, significantly increasing land utilization [2] - The annual production of milk thistle extract in Panjin, Liaoning exceeds 1,300 tons, accounting for over 90% of global production, with products exported worldwide [2] Group 3 - The Northeast New Wholesale Market in Beijing is investing in a national agricultural product supply chain center in Panjin, with a total investment of 1.1 billion yuan and a planned area of 250,000 square meters, focusing on a modern fruit trading center [3] - The project aims to enhance the connection between enterprises and farmers, promoting mutual development [3] Group 4 - Zhang Liang, a flower farmer in Yunnan, established a cooperative that has grown to 263 members, cultivating over 2,000 acres of roses, emphasizing high-quality and standardized production [4] - The cooperative has implemented an investment model that allows members to earn income through land leasing, local employment, and year-end dividends, with projected sales revenue of nearly 80 million yuan in 2024 [4] Group 5 - In Ningxia, the beef cattle industry is a pillar of the local economy, with over 6,800 households engaged in cattle farming, supported by policies like "calf subsidies" [5] - By the end of 2025, the expected cattle population in Jingyuan County will reach 120,000, with livestock output value projected to reach 390 million yuan, driving the total industry chain value over 1 billion yuan [5] Group 6 - In Hebei, the county has developed over 4,600 acres of Chinese waxberry through a "company + base + large growers + farmers" model, introducing deep processing products like waxberry tea and oil [7]

Market Overview - The FTSE China A50 Index components showed a mixed performance with banking, liquor, semiconductor, and logistics sectors rising, while non-ferrous metals and chemical pharmaceuticals sectors weakened [1] - BYD's stock price fell over 1% [1] Sector Performance Banking Sector - Major banks like China Pacific Insurance, Ping An Insurance, and China Life Insurance reported market capitalizations of 382.98 billion, 357.30 billion, and 1,030.15 billion respectively, with trading volumes of 9.81 million, 36.96 million, and 7.85 million [3] Liquor Industry - Key players such as Kweichow Moutai, Shanxi Fenjiu, and Wuliangye had market capitalizations of 1,786.59 billion, 214.35 billion, and 467.31 billion respectively, with trading volumes of 40.87 million, 10.51 million, and 20.49 million [3] Semiconductor Sector - Companies like Northern Huachuang, Cambricon Technologies, and Haiguang Information had market capitalizations of 241.84 billion, 229.03 billion, and 315.09 billion respectively, with trading volumes of 24.36 million, 31.12 million, and 15.15 million [3] Automotive Sector - BYD, Great Wall Motors, and Beijing-Shanghai High-Speed Railway had market capitalizations of 1,818.73 billion, 186.84 billion, and 278.88 billion respectively, with trading volumes of 34.54 million, 4.39 million, and 5.94 million [3] Oil Industry - China Petroleum, Sinopec, and COSCO Shipping had market capitalizations of 239.78 billion, 688.67 billion, and 1,573.98 billion respectively, with trading volumes of 8.63 million, 6.43 million, and 7.64 million [3] Coal Industry - Major companies like China Shenhua and Shaanxi Coal and Chemical Industry had market capitalizations of 187.79 billion and 815.60 billion respectively, with trading volumes of 12.39 million and 6.45 million [3] Power Industry - Key players such as Yangtze Power and China Nuclear Power had market capitalizations of 360.33 billion and 737.96 billion respectively, with trading volumes of 20.49 million and 8.29 million [4] Food and Beverage Sector - Companies like Citic Securities, Guotai Junan, and Haitian Flavoring had market capitalizations of 409.94 billion, 340.96 billion, and 226.93 billion respectively, with trading volumes of 28.30 million, 3.94 million, and 16.84 million [4] Consumer Electronics - Industrial Fulian, Luxshare Precision, and Gree Electric Appliances had market capitalizations of 472.85 billion, 255.90 billion, and 242.55 billion respectively, with trading volumes of 30.57 million, 77.50 million, and 25.48 million [4] Chemical Products - Companies like Wanhua Chemical and SF Holding had market capitalizations of 239.20 billion and 271.34 billion respectively, with trading volumes of 12.28 million and 8.32 million [4] Construction and Engineering - China State Construction and Zijin Mining had market capitalizations of 532.88 billion and 166.95 billion respectively, with trading volumes of 27.26 million and 8.53 million [4]