大北农（002385）2月4日盘后沉痛公告，公司实际控制人、董事长邵根伙先生于2026年2月3日因病逝 世，享年60岁。公司各位董事、高级管理人员及全体员工对邵根伙先生的逝世表示深切哀悼和缅怀！ 邵根伙先生逝世后，公司现任董事人数由9人减少至8人，不会导致公司董事会成员低于法定最低人数。 根据《公司章程》的规定，由公司副董事长张立忠先生代行董事长职责，直至公司董事会选举新任董事 长为止。 读创财经2月4日发现，大北农集团官网已变黑。 公开资料显示，邵根伙出生于1965年7月29日，籍贯浙江金华，中国农业大学农学博士。 邵根伙1991年于北京农学院任教，是该校第一位博士教师；2017年至2021年，曾担任中国圣牧有机奶业 有限公司董事长兼代理CEO；1993年以2万元资金创办大北农，领导大北农集团于2010年在深交所上 市，发展成为覆盖种业、饲料、动保等全产业链的农业高科技企业。 大北农1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损4.5亿元至5.8亿元，同 比由盈转亏。 业绩变动主要原因是，报告期内，公司继续强化经营管理，提升运营效率，有效降低运营成本，提升客 户服务能力。2025年 ...

在华四十余年，泰国正大集团不断加码投资—— "深耕中国市场的决心从未改变" 《人民日报》（2026年01月29日 第 03 版） 1979年，在大多数外商、侨商还处于观望态度时，谢易初与儿子谢国民就来到了广东深圳。那时的 深圳还是一个普通的海边小镇，但蛇口工业区的开山炮声却已震耳欲聋。同年，正大集团与美国康地集 团共同投资3000万美元，成立正大康地有限公司，在深圳建设了中国第一座现代化饲料厂。 1981年，正大康地有限公司拿到中国第一张外资企业批准证书，批准号为"外经贸深外资证字 〔1981〕0001号"。 如今，谢国民已86岁高龄，身为正大集团资深董事长的他回忆当初的抉择，坚定的话语一如当 年："我看好中国！" 伴随着中国改革开放逐步推进，正大在中国的事业也蒸蒸日上。在浙江，一座现代化农业产业园在 荒地上拔地而起；在山东，一条条现代化食品生产线日夜运转；在北京，数百万枚鸡蛋在自动分拣线上 被传送……如今，正大集团在华设立企业670余家，拥有员工超8万人，涵盖农牧食品、批发零售、制 "不看不知道，世界真奇妙。"1990年，《正大综艺》开播。这档由泰国正大集团冠名，集知识性、 趣味性和娱乐性于一体的节目，给处 ...

Investment Rating - The report maintains a "Recommended" investment rating for the industry [2]. Core Insights - The essence of investment lies in investing in "people," where a company's long-term value is deeply rooted in the cognition and action philosophy of its founders or core leaders [4]. - The report emphasizes two key dimensions for long-term value creation: the fundamental strategic positioning of the enterprise and the management system that ensures effective execution [5][6]. - The report highlights the importance of selecting companies in industries that are in early or mid-growth stages, which still have significant expansion potential, rather than those that have entered a mature phase with slowing growth [12]. - The report uses examples of two exemplary companies in the agricultural and animal husbandry industry: Muyuan Foods and Haida Group, to illustrate the characteristics of desirable enterprises [7]. Summary by Sections 1. Building Sustainable Competitive Advantages - The report stresses the need for companies to construct core competencies that align with the characteristics of their industry and to continuously strengthen these advantages to reach industry-leading levels [16]. - Muyuan Foods is highlighted for its leading cost control capabilities in the pig farming industry, maintaining a competitive edge through stringent cost management across various dimensions [17]. - Haida Group is noted for its comprehensive product and service capabilities in the feed industry, with a strong focus on specialized and high-quality offerings [22]. 2. Verifying a Credible Execution System - The report discusses the importance of a reliable execution capability in companies, focusing on three dimensions: people, money, and business [29]. - Muyuan Foods has implemented stock incentive plans to deeply bind employee interests with the company's long-term goals, achieving performance targets consistently [33]. - The report emphasizes the need for companies to maintain robust financing channels to seize industry opportunities and support ongoing investments [35]. 3. Dynamic Evolution of Industry Structure - The industry structure is described as being in a constant state of dynamic adjustment, where companies that have built core competencies can capitalize on market share opportunities as they arise [25].

德康农牧(02419)发布公告，该公司于2026年1月29日斥资42.69万港元回购6200股股份，每股回购价格为 68.55-69.5港元。 ...

出品：新浪财经上市公司研究院 作者：浪头饮食/ 郝显 近日，禾丰股份发布业绩预告，预计2025年度实现归母净利润4800万元到7200万元，同比减少78.98% 到85.98%。扣非净利润更是直接转负，为-6900万元到-4500万元，同比减少 112.88%到119.74%。以此 估算，四季度亏损5711.58万元至8111.58万元。 去年国内生猪、毛鸡、鸡肉全年均价大幅下降，使得禾丰股份面临巨大压力。截至2025年三季末，公司 账面现金15.35亿元，短期有息负债26.89亿元，现金短债比低至0.57。 四季度陷入亏损 股东不断减持 分季度来看，2025年前两个季度禾丰股份均在盈利，三季度亏损1.04亿元，根据业绩预告估算，四季度 亏损5711.58万元至8111.58万元。 禾丰股份是一家农牧公司，主营业务为饲料、肉禽养殖、生猪养殖，其中饲料和肉禽是主要收入来源。 2024年饲料业务贡献了38%的收入，肉禽贡献了35%，生猪业务占比约为10%。 公司称，业绩下滑主要受主营业务的市场环境影响。报告期内国内生猪、毛鸡、鸡肉全年均价同比皆大 幅下降，公司生猪、肉禽业务出现亏损，导致本期业绩大幅下滑。 发布业 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 ■ 注1：受"巨星转债"转股影响，全文中提及的"占公司总股本比例"以公司截至2026年1月26日总股本即 510,070,411股为基数计算； 注2：上表中数值若出现总数与各分项数值之和尾数不符，均为四舍五入原因所致。 重要内容提示: ● 乐山巨星农牧股份有限公司（以下简称"公司"、"本公司"）控股股东四川巨星企业集团有限公司（以 下简称"巨星集团"）持有公司股份数量为152,289,646股，占公司总股本比例为29.86%；巨星集团及其一 致行动人合计持有公司股份数量为152,359,646股，占公司总股本比例为29.87%。截至本公告披露日， 巨星集团累计质押股份数量为95,650,000股，占其持股数量的62.81%；巨星集团及其一致行动人累计质 押股份数量为95,650,000股，占其持股数量的62.78%。 2026年1月28日，公司收到巨星集团关于将其持有的本公司部分股份解除质押的通知，现将相关情况公 告如下： 一、本 ...

Group 1 - The company, Dekang Agriculture (02419), announced a share buyback of 15,200 shares at a cost of HKD 1.0374 million on January 28, 2026 [1]

冬日的闽江口湿地，芦苇摇曳，万鸟翔集。在琅岐鑫海养殖基地的蟹塘边，负责人叶辉按下了快门，定 格下数千只候鸟停歇在水面上的壮观画面。"鸟是最聪明的，生态好不好，它们用翅膀投票。"叶辉指着 照片笑着说。 生物多样性的保护，不仅在种源，还在于生存环境。前些日子，叶辉计划在养殖基地推广一种集生态修 复与经济产出于一体的"多营养层次综合养殖（IMTA）"模式。这正是丰富物种多样性的生动实践。水 下，青蟹寻觅食物；水中，生蚝和缢蛏滤食浮游生物。这种立体的"水下森林"，利用不同物种间的互补 效应，构建了一个微型生态系统，实现了水质的自然净化，为候鸟提供了优质栖息地。 "这种养法环境是好了，但前期改造设施、买苗都要钱。"叶辉坦言。了解到他的需求后，福州农商银行 迅速行动，运用福建省重点推介的"乡村振兴贷"政策工具，为他开辟了审批绿色通道。叶辉拿着贷款合 同算了一笔账，"乡村振兴贷"到账快、利息低，大大降低了企业的财务成本。 这幅"万物各得其和以生"的和谐图景，是福州市马尾区深入践行习近平生态文明思想的生动缩影，也折 射出金融力量对绿水青山的深情守护。 根据中国人民银行福建省分行统一部署，在中国人民银行福州经济技术开发区营业管 ...

Core Insights - The article highlights the significant achievements during the "14th Five-Year Plan" period, emphasizing economic resilience and development in Henan province despite challenges such as the pandemic and various risks. Group 1: Economic Performance - The province's GDP reached 6.66 trillion yuan, with total fiscal revenue at 701.9 billion yuan, and industrial enterprises' revenue at 5 trillion yuan. Retail sales of consumer goods totaled 2.9 trillion yuan, while total import and export value was 935.67 billion yuan [1] - The province has 11.605 million business entities, and the urbanization rate of the permanent population is 60% [1] Group 2: Industrial Transformation - Strategic emerging industries accounted for over 25% of the industrial added value, with seven major industrial clusters contributing over 70% to the industrial output [1] - The province boasts three global "lighthouse factories," 16 national-level excellent smart factories, 450 specialized and innovative "little giants," 59 manufacturing champions, 12,800 national high-tech enterprises, and 30,000 technology-based SMEs [1] Group 3: Rural Revitalization - The article mentions effective measures taken for rural revitalization, although specific details are not provided [1] Group 4: Reform and Opening Up - Strategic restructuring was achieved for 19 enterprises, including China Pingmei Shenma Group and Henan International Group. The establishment of new entities like Henan Rural Commercial Bank was also noted [1] - 3.7 million new business entities were added, with leading companies like Muyuan, Yutong, and Hualan expanding, alongside the emergence of new enterprises like Pandonglai and Mixue Ice City [1] Group 5: Environmental Improvement - The water quality of the Yellow River has met Class II standards for six consecutive years, and the water quality of the South-to-North Water Diversion project remains stable at Class II or above [1] Group 6: Social Welfare - Urban employment increased by 6.037 million, with 2.462 million rural laborers transferring to new jobs. The per capita disposable income of residents grew by an average of 6% annually [1]

Core Insights - The article highlights the recognition of 3 "Special Contribution Entrepreneurs" and 20 "2025 Entrepreneurs" who exemplify long-termism and innovation across various industries in China, including liquor, manufacturing, energy, agriculture, internet, AI, and new consumption [1][2]. Group 1: Special Contribution Entrepreneurs - Ji Keliang, former chairman of Kweichow Moutai Group, transformed traditional brewing techniques into scientific data over 60 years, emphasizing quality over speed, which laid the foundation for Moutai's billion-dollar brand value [4][10][12]. - Zhang Ruimin, founder of Haier Group, is known for his continuous self-disruption and innovation, leading Haier from a struggling factory to a global leader in home appliances with over 400 billion yuan in revenue [18][20][21]. - Jiang Baoquan, founder of Nanjing Gold Foil Holdings, turned a failing workshop into the world's largest gold foil producer, emphasizing resilience and innovative management theories [25][27][29]. Group 2: 2025 Entrepreneurs - Ma Huateng, chairman of Tencent, focuses on "technology for good," committing to social responsibility and innovation in digital technology to drive high-quality economic development [31][34][41]. - Wang Ning, founder of Pop Mart, capitalizes on emotional value and consumer psychology, creating a successful business model around collectible toys that resonate with young consumers [43][45][46]. - Wang Xingxing, founder of Yushutech, leads advancements in humanoid robotics, achieving significant market presence and profitability while promoting technological innovation [48][49][51]. - Fang Hongbo, chairman of Midea Group, has successfully transformed Midea into a global technology group through strategic restructuring and a focus on efficiency and innovation [54][56]. - Liu Yonghao, chairman of New Hope Group, maintains a long-term vision in agriculture, achieving growth even during economic downturns by embracing new technologies [67][69][70]. - Liu Qiangdong, founder of JD.com, integrates the concept of "common prosperity" into business practices, ensuring fair profit distribution among stakeholders while enhancing supply chain efficiency [73][75][78]. - Li Dongsheng, founder of TCL, exemplifies global leadership in semiconductor display and photovoltaic sectors, driving innovation and sustainable growth through strategic partnerships [110][111].