截至12月31日，海南橡胶股东户数9.90万，较上期增加8.79%；人均流通股43226股，较上期减少 8.08%。2025年1月-9月，海南橡胶实现营业收入339.64亿元，同比增长3.23%；归母净利润-2.75亿元， 同比增长40.24%。 1月9日，海南橡胶盘中上涨2.04%，截至09:55，报5.99元/股，成交1.06亿元，换手率0.42%，总市值 256.34亿元。 资金流向方面，主力资金净流出925.52万元，特大单买入379.21万元，占比3.58%，卖出718.77万元，占 比6.79%；大单买入2137.71万元，占比20.20%，卖出2723.67万元，占比25.74%。 海南橡胶今年以来股价涨2.39%，近5个交易日涨2.39%，近20日跌0.83%，近60日涨11.34%。 资料显示，海南天然橡胶产业集团股份有限公司位于海南省海口市滨海大道103号财富广场4楼，成立日 期2005年3月29日，上市日期2011年1月7日，公司主营业务涉及天然橡胶的种植、加工、科研和销售等 相关业务。主营业务收入构成为：橡胶产品销售98.67%，其他(补充)0.96%，橡胶木材销售0.37%。 海南橡 ...

机构持仓方面，截止2025年9月30日，海南橡胶十大流通股东中，大成新锐产业混合A（090018）位居 第二大流通股东，持股3571.46万股，为新进股东。香港中央结算有限公司位居第三大流通股东，持股 2909.38万股，相比上期增加383.44万股。南方中证500ETF（510500）位居第四大流通股东，持股 2481.62万股，相比上期减少54.29万股。大成产业趋势混合A（010826）位居第五大流通股东，持股 2466.14万股，为新进股东。汇添富中证主要消费ETF（159928）位居第六大流通股东，持股2164.77万 股，相比上期增加750.98万股。大成睿景灵活配置混合A（001300）位居第七大流通股东，持股1748.96 万股，为新进股东。大成景气精选六个月持有混合A（013435）位居第十大流通股东，持股1341.10万 股，为新进股东。东方红启恒三年持有混合A（910004）退出十大流通股东之列。 责任编辑：小浪快报 海南橡胶所属申万行业为：农林牧渔-种植业-其他种植业。所属概念板块包括：海南国资、土地流转、 海南自贸区、乡村振兴、低价等。 截至11月20日，海南橡胶股东户数8.50万， ...

Core Viewpoint - Hainan Rubber's stock price has shown fluctuations, with a recent decline of 2.03%, while the company has experienced a year-to-date increase of 7.43% in stock price [1] Group 1: Stock Performance - As of December 25, Hainan Rubber's stock price is 5.80 yuan per share, with a market capitalization of 24.82 billion yuan [1] - The stock has increased by 9.43% over the last five trading days, 3.02% over the last 20 days, and 11.11% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Hainan Rubber reported a revenue of 33.96 billion yuan, reflecting a year-on-year growth of 3.23% [2] - The company recorded a net profit attributable to shareholders of -275 million yuan, which is a 40.24% increase compared to the previous year [2] Group 3: Shareholder Information - As of November 20, the number of shareholders for Hainan Rubber has increased to 85,000, a rise of 6.65% [2] - The average number of circulating shares per shareholder is 50,346, which has decreased by 6.24% [2] - The company has distributed a total of 1.18 billion yuan in dividends since its A-share listing, with 136 million yuan distributed in the last three years [3]

Core Viewpoint - Noposion's stock price has shown fluctuations, with a recent increase of 2.10% on December 25, 2023, while the company has experienced a year-to-date decline of 1.84% [1] Group 1: Company Overview - Noposion Agricultural Science Co., Ltd. is located in Bao'an District, Shenzhen, Guangdong Province, and was established on September 18, 1999, with its listing date on February 18, 2008 [2] - The company specializes in agricultural protection products and services, with main products including pesticide formulations, plant nutrition, and pesticide adjuvants [2] - The revenue composition of Noposion includes fresh consumption at 49.14%, insecticides at 18.67%, fungicides at 15.42%, plant nutrition at 8.26%, herbicides at 5.80%, and other categories [2] Group 2: Financial Performance - For the period from January to September 2025, Noposion achieved a revenue of 4.086 billion yuan, representing a year-on-year growth of 4.92%, and a net profit attributable to shareholders of 576 million yuan, with an 18.03% increase [2] - The company has distributed a total of 1.767 billion yuan in dividends since its A-share listing, with 653 million yuan distributed in the last three years [3] Group 3: Shareholder Information - As of September 30, 2025, Noposion had 35,400 shareholders, a decrease of 19.15% from the previous period, with an average of 22,194 circulating shares per shareholder, an increase of 23.68% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 22.3321 million shares, while new entrants include Huaxia Industry Prosperity Mixed A and Huaxia Excellent Growth Mixed A [3]

分红方面，海南橡胶A股上市后累计派现11.79亿元。近三年，累计派现1.36亿元。 资料显示，海南天然橡胶产业集团股份有限公司位于海南省海口市滨海大道103号财富广场4楼，成立日 期2005年3月29日，上市日期2011年1月7日，公司主营业务涉及天然橡胶的种植、加工、科研和销售等 相关业务。主营业务收入构成为：橡胶产品销售98.67%，其他(补充)0.96%，橡胶木材销售0.37%。 海南橡胶所属申万行业为：农林牧渔-种植业-其他种植业。所属概念板块包括：海南国资、海南自贸 区、乡村振兴、低价、土地流转等。 截至11月20日，海南橡胶股东户数8.50万，较上期增加6.65%；人均流通股50346股，较上期减少 6.24%。2025年1月-9月，海南橡胶实现营业收入339.64亿元，同比增长3.23%；归母净利润-2.75亿元， 同比增长40.24%。 12月19日，海南橡胶盘中上涨2.08%，截至13:00，报5.41元/股，成交1.37亿元，换手率0.60%，总市值 231.52亿元。 资金流向方面，主力资金净流出1682.04万元，特大单买入846.71万元，占比6.16%，卖出1190.14万元， 占 ...

Core Viewpoint - The agricultural, animal husbandry, and fishery sector experienced a market rally on December 10, with the only agricultural ETF (159275) showing a price increase of 0.31% after a peak of 0.51% during trading [1][9]. Market Performance - The agricultural ETF (159275) opened strong, with significant gains in individual stocks such as Luoniushan reaching the daily limit, Shennong Seed rising over 10%, Hainan Rubber increasing by over 3%, and both Shengnong Development and Tianma Technology gaining over 2% [1][9]. - The current market sentiment is characterized by cautious observation, which may present a favorable allocation window for investors [12]. Valuation Insights - The agricultural sector's valuation remains relatively low, with the market's agricultural ETF (159275) showing a price-to-book ratio of 2.48, placing it at the 21.48 percentile of the past decade, indicating a compelling mid-to-long-term investment opportunity [3][10]. Industry Outlook - Analysts from Huaxi Securities suggest that the active reduction of production capacity in the pig farming industry has begun, with expectations for a long-term increase in domestic pig prices [11]. - The industry is currently facing pressures from declining market prices, rising epidemic risks, and policy guidance, which are expected to enhance the motivation for capacity reduction [11]. - The majority of listed pig farming companies are currently valued at historical lows, suggesting significant potential for future appreciation [11]. Investment Strategy - The agricultural ETF (159275) tracks the CSI Agricultural Index, which includes leading stocks in pig farming and covers various segments of the agricultural supply chain [11]. - Investors can also consider connecting funds (Class A 013471/Class C 013472) to gain exposure to the agricultural sector [11].

Core Viewpoint - The agricultural, animal husbandry, and fishery sector continues to rise, with the only agricultural ETF (159275) showing a slight increase of 0.3% as of the report time, driven by gains in specific stocks within the sector [1]. Market Performance - The agricultural ETF (159275) opened with a positive trend, maintaining a red market fluctuation, and recorded a 0.3% increase by the time of reporting [1]. - Key stocks in the sector, such as Luo Niu Shan, Shen Nong Seed, and Hainan Rubber, saw significant gains, with increases of over 5%, 4%, and 2% respectively [1]. Price Trends - The price of live pigs has been declining, leading to losses for breeding companies. As of November 24, 2025, the average price of live pigs was 11.6 CNY/kg, down from 12.25 CNY/kg on September 30, 2025, indicating a decrease of 0.65 CNY/kg [2][3]. - The price of piglets also fell to 21.21 CNY/kg, down 1.01 CNY/kg from 22.22 CNY/kg on September 30, 2025 [2][3]. Industry Outlook - Jiang Hai Securities suggests that due to policy adjustments and production cuts, the industry may experience accelerated capacity reduction, presenting an opportunity for investment in the pig breeding sector [3]. - The agricultural sector is currently at a favorable valuation point, with the agricultural ETF's price-to-book ratio at 2.56, which is at the 28.91% percentile of the last decade, indicating a strong long-term investment potential [3]. Investment Opportunities - The agricultural ETF (159275) is highlighted as the highest "pig content" ETF in the market, tracking the CSI Agricultural Index, which includes leading stocks in pig breeding and other related sectors [4][5]. - Investors can also consider the agricultural ETF linked funds (A class 013471/C class 013472) for exposure to the agricultural sector [4].

Core Viewpoint - Hainan Rubber's stock price has shown fluctuations, with a recent increase of 2.03% and a year-to-date rise of 11.50%, despite a net outflow of main funds [1][2] Financial Performance - For the period from January to September 2025, Hainan Rubber achieved a revenue of 33.964 billion yuan, reflecting a year-on-year growth of 3.23%, while the net profit attributable to shareholders was -0.275 billion yuan, marking a significant increase of 40.24% year-on-year [2] Shareholder Information - As of October 31, 2025, the number of shareholders for Hainan Rubber was 79,700, a decrease of 0.65% from the previous period, with an average of 53,694 circulating shares per shareholder, which increased by 0.65% [2] - The company has distributed a total of 1.179 billion yuan in dividends since its A-share listing, with 136 million yuan distributed over the past three years [3] Major Shareholders - As of September 30, 2025, the second-largest circulating shareholder was Dazheng New Industry Mixed A, holding 35.7146 million shares as a new shareholder, while Hong Kong Central Clearing Limited increased its holdings to 29.0938 million shares [3]

Core Insights - Hainan Rubber's stock price increased by 2.16% on November 10, reaching 6.14 CNY per share, with a total market capitalization of 26.276 billion CNY [1] - The company reported a year-to-date stock price increase of 13.72%, with significant gains over various trading periods [1][2] - Hainan Rubber's main business involves the cultivation, processing, research, and sales of natural rubber, with 98.67% of revenue coming from rubber product sales [1] Financial Performance - For the period from January to September 2025, Hainan Rubber achieved a revenue of 33.964 billion CNY, reflecting a year-on-year growth of 3.23% [2] - The company reported a net profit attributable to shareholders of -0.275 billion CNY, which is a 40.24% increase compared to the previous year [2] Shareholder Information - As of October 31, 2025, the number of shareholders decreased by 0.65% to 79,700, while the average number of circulating shares per person increased by 0.65% to 53,694 shares [2] - The company has distributed a total of 1.179 billion CNY in dividends since its A-share listing, with 0.136 billion CNY distributed in the last three years [3] - Notable institutional shareholders include Dazhong New Era Industry Mixed A and Hong Kong Central Clearing Limited, with significant changes in their holdings [3]

Group 1 - The core viewpoint of the news is that Noposion has shown a positive stock performance with a year-to-date increase of 17.74% and a recent uptick of 2.07% over the last 20 days [1][2] - As of November 6, Noposion's stock price reached 12.81 CNY per share, with a total market capitalization of 12.877 billion CNY [1] - The company has experienced a net outflow of main funds amounting to 747,900 CNY, while large orders accounted for 21.78% of total buying and 21.86% of total selling [1] Group 2 - Noposion, established on September 18, 1999, and listed on February 18, 2008, specializes in agricultural protection products and services, with a revenue composition that includes fresh consumption (49.14%), insecticides (18.67%), and fungicides (15.42%) [2] - For the period from January to September 2025, Noposion reported a revenue of 4.086 billion CNY, reflecting a year-on-year growth of 4.92%, and a net profit attributable to shareholders of 576 million CNY, up 18.03% [2] - The company has distributed a total of 1.767 billion CNY in dividends since its A-share listing, with 653 million CNY distributed over the past three years [3] Group 3 - As of September 30, 2025, Noposion had 35,400 shareholders, a decrease of 19.15% from the previous period, with an average of 22,194 circulating shares per shareholder, an increase of 23.68% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 22.3321 million shares, while new entrants include Huaxia Industry Prosperity Mixed A and Huaxia Excellent Growth Mixed A [3]