2025年4月30日，新希望(000876.SZ)发布2025年第一季报。截至2025年4月30日，共有23个机构投资者 披露持有新希望A股股份，合计持股量达30.01亿股，占新希望总股本的66.30%。其中，前十大机构投 资者包括南方希望实业有限公司、新希望-德邦证券-23希望E1担保及信托财产专户、新希望集团有限公 司、中国证券金融股份有限公司、西藏思壮投资咨询有限公司、西藏善诚投资咨询有限公司、香港中央 结算有限公司、拉萨开发区和之望实业有限公司、中国工商银行股份有限公司-华泰柏瑞沪深300交易型 开放式指数证券投资基金、浙商银行股份有限公司-国泰中证畜牧养殖交易型开放式指数证券投资基 金，前十大机构投资者合计持股比例达65.65%。相较于上一季度，前十大机构持股比例合计下跌了0.41 个百分点。 外资态度来看，本期较上一季度持股减少的外资基金共计1个，即香港中央结算有限公司，持股减少占 比达0.16%。 公募基金方面，本期较上一期持股增加的公募基金共计8个，主要包括富国中证农业主题ETF、天弘中 证农业主题A、易方达中证现代农业主题ETF、华夏中证农业主题ETF、平安中证畜牧养殖ETF等，持 股增加占 ...

2025年4月30日，金新农(002548.SZ)发布2025年第一季报。截至2025年4月30日，共有5个机构投资者披 露持有金新农A股股份，合计持股量达2.71亿股，占金新农总股本的33.67%。其中，机构投资者包括广 州金农产业投资合伙企业(有限合伙)、浙商银行股份有限公司-国泰中证畜牧养殖交易型开放式指数证券 投资基金、中国工商银行股份有限公司-中信保诚多策略灵活配置混合型证券投资基金(LOF)、华宝量化 选股混合发起式A、华宝中证500增强A，机构投资者合计持股比例达33.67%。相较于上一季度，机构 持股比例合计下跌了4.52个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计2个，包括中信保诚多策略混合(LOF)A、华宝量 化选股混合发起式A，持股增加占比达0.20%。本期较上一季度持股减少的公募基金共计1个，即国泰中 证畜牧养殖ETF，持股减少占比小幅下跌。本期较上一季度新披露的公募基金共计1个，即华宝中证500 增强A。本期较上一季未再披露的公募基金共计62个，主要包括华夏行业景气混合、招商量化精选股票 发起式A、招商中证畜牧养殖ETF、畜牧ETF、中信建投价值增长A等。 对于社保基 ...

Core Viewpoint - The article highlights the successful sale of 70,000 pounds of ginseng fruit from Wu Chuan, which was previously facing a sales crisis, thanks to the efforts of a local support team that facilitated connections between farmers and markets [1][4][12]. Group 1: Sales and Market Dynamics - The ginseng fruit, characterized by its full flesh and smooth texture, was sold at an average price of 2.8 yuan per pound, with a market retail price reaching 8 yuan per pound, helping farmers recover nearly 200,000 yuan in losses [15][14]. - The support team managed to establish a procurement agreement with suppliers in the Guangzhou Jiangnan fruit wholesale market within just 36 hours [14][12]. Group 2: Agricultural Support Initiatives - Since its establishment in July 2024, the support team has implemented various measures, including production and sales connections, industry cultivation, and livelihood guarantees, to enhance local agricultural efficiency and increase farmers' income [6][7]. - The team is currently working on the construction of a rural revitalization product exhibition hall in Huangpo Town, expected to be completed by the end of June, which will showcase local agricultural products [20][21]. Group 3: Future Plans and Development - The farmer, Chen Shaohong, plans to expand his operations by raising 5,000 local chickens and is receiving assistance from the support team to connect with leading agricultural enterprises for technical support [23][24]. - The support team is also investing 3 million yuan to develop a sweet potato industry hub and a detoxified seedling laboratory, aiming to establish a national-level laboratory to address seed degeneration issues [35][36].

Supply and Market Conditions - The supply of essential food products, including vegetables, meat, and dairy, is sufficient and stable ahead of the "May Day" holiday [2][3][10] - The area of vegetables planted nationwide reached 83.25 million acres in early April, an increase of 1.9% year-on-year [3] Regional Highlights - Shouguang, a key facility vegetable production base, is currently in the harvest season for various types of tomatoes, including red, orange, and yellow varieties [5][7] - The tomato planting area in Shouguang is 35,000 acres, with a peak production of 260,000 tons being shipped nationwide [8] Price Trends - The vegetable price index has recently declined due to seasonal factors, as reported by the Shouguang Agricultural Products Logistics Park [9] - The Agricultural and Rural Affairs Ministry reported a year-on-year increase in the production of various proteins, including pork, beef, and poultry, indicating a stable supply of quality protein sources [13] Preparedness for Holiday Demand - Supermarkets are proactively stocking up on eggs and other essential items to meet the anticipated surge in demand during the holiday [15]

A股公司2024年年报披露基本完毕。据证券时报记者统计，截至4月29日19时，已披露年报的上市公司近5300家。上 述公司合计实现营业收入70.6万亿元，合计实现归母净利润5.25万亿元。近六成A股公司营收保持增长，近八成公司 盈利，净利润超过千亿元的企业增至10家，营收超千亿元的企业达到117家创出新高。 2024年，智能网联汽车、低空经济、人工智能、人形机器人行业蓬勃发展，半导体、计算机设备等板块增收又增 利。如从事高性能光模块业务的新易盛去年营收达到86.5亿元，同比大增179%；实现归母净利润28.4亿元，同比大 增312%。 畜牧养殖、乘用车等板块收入利润增速也居前列。养殖行业迎来显著回暖，相关企业大面积扭亏。Wind数据统计显 示，申万二级行业中，养殖业去年净利润整体同比增长328%。不过，各行业表现依然分化明显，房地产、钢铁、煤 炭、纺织服装等板块整体收入同比有所下滑。 截至记者发稿，逾5100家A股公司披露了2025年一季报，其中，超六成企业一季度营收实现增长。进入今年一季度， 多个行业经营再上新台阶，也有部分行业经营下滑趋势得到扭转。如去年下滑明显的影视院线行业，今年一季度业 绩大幅回暖。风 ...

Group 1 - The core viewpoint of the news highlights a mixed performance in the livestock breeding sector, with the China Livestock Breeding Index experiencing a slight decline of 0.07% as of April 30, 2025, while specific stocks like Tiankang Biological and Tianma Technology showed gains [1] - The Agricultural and Rural Affairs Department has released an implementation plan aiming to reduce the proportion of grain used in livestock feed to 60% and soybean meal to 10% by 2030, promoting measures such as precise feed formulation and the development of high-quality forage [1] - The Livestock ETF has seen a 2.47% increase over the past month, ranking in the top quarter among comparable funds [1] Group 2 - According to a report from Guosheng Securities, the allocation of the livestock sector in fund heavy positions has significantly decreased, with a first-quarter heavy position ratio of 0.45%, down 0.06 percentage points from the previous quarter and 0.65 percentage points year-on-year, marking the lowest level in three years [2] - The current price-to-earnings ratio (PE-TTM) of the Livestock ETF is 12.89, indicating it is at a historical low, being below 98.82% of the time over the past year [2] - The China Livestock Breeding Index includes companies involved in livestock feed, veterinary drugs, and livestock farming, reflecting the overall performance of listed companies in the livestock sector [2] Group 3 - As of March 31, 2025, the top ten weighted stocks in the China Livestock Breeding Index accounted for 69.05% of the index, with Hai Da Group, Wens Foodstuffs, and Muyuan Foods being the top three [3] - The weightings of the top stocks include Hai Da Group at 11.24%, Wens Foodstuffs at 10.10%, and Muyuan Foods at 10.08%, with Tiankang Biological showing a notable increase of 2.88% [5]

Core Insights - New Wufeng (600975.SH) reported a total operating revenue of 1.863 billion yuan for Q1 2025, marking a year-on-year increase of 30.32% and achieving five consecutive years of growth [1] - The net profit attributable to shareholders reached 19.62 million yuan, an increase of 274 million yuan compared to the same period last year [1] - The net cash inflow from operating activities was 339 million yuan, representing a year-on-year increase of 555.45% and achieving three consecutive years of growth [1] Financial Performance - The latest debt-to-asset ratio is 73.53%, a decrease of 0.47 percentage points from the previous quarter and a decrease of 2.52 percentage points from the same period last year [3] - The latest gross profit margin is 8.64%, an increase of 1.21 percentage points from the previous quarter and an increase of 17.24 percentage points from the same period last year, achieving five consecutive quarters of growth [3] - The latest return on equity (ROE) is 0.65%, an increase of 9.93 percentage points from the same period last year [3] Earnings and Efficiency Ratios - The diluted earnings per share are 0.02 yuan, an increase of 0.22 yuan compared to the same period last year, achieving two consecutive years of growth [4] - The total asset turnover ratio is 0.15 times, an increase of 0.04 times from the same period last year, representing a year-on-year increase of 31.17% [4] - The inventory turnover ratio is 0.83 times, an increase of 0.02 times from the same period last year, representing a year-on-year increase of 2.19% [4] Shareholder Structure - The number of shareholders is 77,800, with the top ten shareholders holding 621 million shares, accounting for 49.20% of the total share capital [4] - The largest shareholder is Hunan Modern Agricultural Industry Holding Group Co., Ltd., holding 19.32% of the shares [4]

截至记者发稿，逾5100家A股公司披露了2025年一季报，其中，超六成企业一季度营收实现增长。进入 今年一季度，多个行业经营再上新台阶，也有部分行业经营下滑趋势得到扭转。如去年下滑明显的影视 院线行业，今年一季度业绩大幅回暖。风电设备行业去年净利润下滑逾20%，但随着去年四季度风电单 价探底回升，风电设备需求迎来高增长。今年一季度，该板块营收同比增长超36%，净利润同比增长近 23%。行业龙头金风科技单季营收逼近百亿元。 去年，比亚迪以542亿元的研发投入，成为A股新的研发投入冠军。在研发投入强度方面，排名前20中 科创板公司占据19席，创新药企业"霸榜"。 在一系列政策的支持和引导下，去年A股公司增持、回购、分红积极性显著提升。截至记者发稿，已有 3550家上市公司披露2024年年度现金分红方案，占比近七成，分红总金额1.59万亿元。统计显示，2024 年，A股公司分红频率明显提升，三七互娱、雅戈尔、玲珑轮胎等公司一年分红达到4次，另有59家公 司一年实施3次分红。 （文章来源：证券时报） A股公司2024年年报披露基本完毕。据证券时报记者统计，截至4月29日19时，已披露年报的上市公司 近5300家。上述 ...

Core Viewpoint - The aquaculture sector is experiencing positive momentum, with the introduction of innovative technologies and a potential recovery in consumer demand, which may lead to improved pricing in the medium term [1][3]. Group 1: Market Performance - As of April 29, 2025, the China Livestock Breeding Index (930707) increased by 0.04%, with notable gains from companies such as RuiPu Bio (300119) up 4.81% and PuLaike (603566) up 3.79% [1]. - The Aquaculture ETF (516760) rose by 0.16%, with a recent price of 0.62 yuan, and has seen a cumulative increase of 2.14% over the past month, ranking first among its peers [1]. Group 2: Industry Developments - The world's first large-scale deep-sea aquaculture vessel, "Bay Area Lingding," is expected to be delivered in June 2025, with an annual production capacity of 5,000 tons, equivalent to the output of 5,000 mu of fish ponds [1]. - Huaxi Securities anticipates that while short-term consumer demand is recovering, supply remains ample. However, due to a slow recovery in production capacity in 2024, pig prices may exceed expectations in the second half of 2025 [1]. Group 3: Valuation Insights - The latest price-to-earnings ratio (PE-TTM) for the index tracked by the Aquaculture ETF is 13.13, which is in the 1.18% percentile over the past year, indicating that the valuation is lower than 98.82% of the time in the last year, suggesting historical low valuations [1]. Group 4: Index Composition - As of March 31, 2025, the top ten weighted stocks in the China Livestock Breeding Index include HaiDa Group (002311), Wen's Foodstuffs (300498), and MuYuan Food (002714), collectively accounting for 69.05% of the index [3].

二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 36668.08万股，累计占流通股比： 25.61%，较上期变化： -6441.21万 股。 | 名称 持有数量(万股) | | 占总股本比例(%) | 增减情况(万股) | | --- | --- | --- | --- | | 湖南唐人神（002567）控股投资股份有限公司 | 16109.14 | 11.25 | 不变 | | 大生行饲料有限公司 | 9810.62 | 6.85 | 不变 | | 永赢长远价值混合A | 2750.51 | 1.92 | 不变 | | 国泰中证畜牧养殖ETF | 1960.61 | 1.37 | -657.53 | | 香港中央结算有限公司 | 1302.69 | 0.91 | -1929.38 | | 南方中证1000ETF | 1188.41 | 0.83 | -132.86 | | 银华农业产业股票发起式A | 1027.45 | 0.72 | 不变 | | 现代种业发展基金有限公司 | 923.08 | 0.64 | 不变 | | 中信建投（601066）价值增长A | 837.99 | 0.59 | ...