1月8日，众兴菌业涨5.4%，截至发稿，报15.82元/股，成交1.52亿元，换手率2.56%，总市值62.21亿 元。 资料显示，天水众兴菌业科技股份有限公司位于甘肃省天水市秦州区建设路185号，成立日期2005年11 月18日，上市日期2015年6月26日，公司主营业务涉及食用菌研发、工厂化培植与销售。主营业务收入 构成为：双孢菇63.04%，金针菇35.32%，北虫草0.89%，冬虫夏草(生态繁育)0.53%，其他0.22%。 银华永祥灵活配置混合（180028）成立日期2011年6月28日，最新规模9202.8万。今年以来收益1.8%， 同类排名6210/8825；近一年收益17.15%，同类排名5555/8084；成立以来收益142.92%。 银华永祥灵活配置混合（180028）基金经理为郭思捷。 截至发稿，郭思捷累计任职时间5年165天，现任基金资产总规模7.53亿元，任职期间最佳基金回 报-10.97%， 任职期间最差基金回报-38.55%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只 ...

中信证券研报称，随着食用菌产能去化兑现到供给端，叠加蔬菜季节性涨价拉动，食用菌主要品类价格 均显著上升，我们预计主要食用菌品类景气度有望延续。此外，未来行业潜力品种如双孢菇、鹿茸菇、 冬虫夏草等规模和盈利趋势预计稳中向好。建议关注两条投资主线：1）在传统品类金针菇等领域产能 布局领先，有望充分受益周期上行的龙头企业；2）新品类开拓成效显著，拥有先发优势，未来有望成 为重要增长曲线的企业。 ...

（来源：嘉兴日报） 转自：嘉兴日报 ■记者 沈 洁 通讯员 朱琴燕 顾家浩 嘉兴市均诚农业有限公司成立至今已有7年，基地总流转面积近200亩，建有20个食用菌大棚，主要培育 高温菌种草菇和低温菌种双孢菇。目前，公司的食用菌以市场批发与零售相结合的方式销售，此次双孢 菇采收可一直持续至今年5月，到5月末将切换种植高温食用菌草菇，保障全年稳定供应。 王成贤表示，公司计划通过技术升级，进一步提升生产效率和产品质量。考虑到王店镇葡萄种植面积很 大，公司计划收集废弃的葡萄枝条，与菌渣混合调配，制作生物有机肥，让菌渣还田，促进土壤改良和 菌类生长，提高资源利用率，探索绿色循环新路径。 走进位于秀洲区王店镇的嘉兴市均诚农业有限公司，只见食用菌大棚内用木材搭建的菌床层层排布，大 大小小的双孢菇铆足劲儿向上探头，通体洁白、鲜嫩饱满的菌菇长势喜人。工人们头戴照明灯，沿着菌 床一排排仔细巡视，熟练地将一个个成熟的双孢菇采摘下来。 公司负责人王成贤介绍，双孢菇就是市场上常见的白蘑菇，上市时间比往年推迟了近一个月，从当前食 用菌大棚的出菇情况来看，产量十分可观。每平方米产量15公斤左右，一个500平方米的食用菌大棚就 能产7500公斤 ...

今年以来，丹凤县紧紧围绕"扩大开放、促进外贸"工作目标，通过培育主体、拓展市场、创新模式等举 措，推动外贸工作取得显著成效。截至11月底，全县新增外贸出口企业2家，拥有外贸出口业绩企业总 数达到4家，预计12月底可完成外贸出口4000万元，同比增长22.2%，超额完成年度目标任务。 下一步，丹凤县将继续深化对外开放，聚焦特色产业集群发展，支持企业多元化开拓国际市场，推动跨 境电商等新业态规模化发展，力争2026年外贸出口实现更大跨越，为县域经济高质量发展作出新的更大 贡献。 （通讯员 李冲 陈涛） 责任编辑：安心 审核：杨勇 跨境电商开创新局，数字贸易再添动能。丹凤县成功引进昶记泰晟公司等电商企业，并通过国际知名电 商平台速卖通（AliExpress）和亚马逊（Amazon）开设店铺正式运营，一举实现全县跨境电商零的突 破，为县域外贸转型升级注入了新活力。 政策服务精准发力，发展环境持续优化。丹凤县持续优化外贸发展环境，通过"一企一策"精准服务、外 贸业务专题培训、国际市场信息共享等措施，有效降低了企业出口成本，提升了企业开拓国际市场的信 心和能力，一系列务实举措为外贸企业做大做强提供了坚实保障。 龙头企业持 ...

锻长板育新能 产业跃升筑牢转型根基 传统产业"破茧蝶变"，新兴动能"拔节生长"，"十四五"以来，灌南坚持提升传统产业与培育新兴产业双 轮驱动，构建起多元支撑的现代化产业体系。钢铁、化工等传统优势产业"老树发新枝"。亚新钢铁、敬 业钢铁等龙头企业稳居中国制造业民营企业500强榜单，不仅撑起了工业经济的半边天，更通过全流程 超低排放改造，走出了绿色转型的新路径。而在另一边，新经济业态如雨后春笋般涌现，电商交易额五 年翻了两番，智慧物流港开园投运，保税仓、跨境电商基地从蓝图变为现实，红星美凯龙（601828）、 颐高广场等商业综合体的建成，让城市的商业脉搏跳动得更加有力。 驱车行驶在灌南的土地上，宽阔的产业大道两旁，亚新钢铁智能化生产车间、聚维元创合成生物研发中 心等现代化厂房鳞次栉比；乡间田野里，71.51万亩高标准农田中，无人机施肥、物联网灌溉等现代农 业技术广泛应用，预示着丰收的希望；城市公园中，市民们在健身步道上漫步、在游乐园中嬉戏，欢声 笑语伴随着夕阳的余晖。"十四五"以来，灌南的经济体量稳步攀升，2024年实现地区生产总值516.7亿 元，年均增长6.8%。更令人欣喜的是，产业结构的"含金量"悄然变化， ...

科技日报记者 张添福 临近冬至时节，走进青海省海南州兴海县最大的日光温室基地，泥土与菌类的特有清香扑面而来。 平菇像一把把撑开的小伞，菌盖肥厚、圆润；香菇像褐色的小精灵，星星点点从菌棒里钻出来…… 兴海县位于三江源国家级自然保护区，当地产业以牧为主、农牧结合。2022年以来，该县001号科 技特派员工作站扎根此间，建立示范基地、开展技术培训、攻克高原食用菌栽培难关。不过，初到此地 时，他们面对的是一堆"烂摊子"。 2022年，兴海县001号科技特派员工作站站长、青海省农林科学院土壤肥料研究所副所长李松龄带 领工作站成员下田地、访农户，兴海县唐乃亥乡72个日光温室成为他们的主战场。然而，李松龄和工作 站成员一一摸排"家底"后发现，72个日光温室几近废弃，一些日光温室即便仍在种植，也只是零散种植 韭菜、黄瓜、西红柿，难以发挥规模经济效益。 如何盘活兴海县最大的日光温室？化验土质、实验、试种及进行适应性评价后，李松龄团队锚定食 用菌产业。 羊肚菌享有"菌中之王"美誉，出菇期时，喜凉不喜热，温度需控制在16—18摄氏度。"在青海种植 羊肚菌，有天然优势。青海夏季即便烈日当空，但只要遮阴、通风，日光温室内也能确保较低温 ...

Investment Rating - The industry investment rating is "Maintain Increase" [4] Core Views - The trend of pig reduction continues, suggesting a strategic opportunity for participation in the sector [15][16] - The price of lean meat pigs as of November 28, 2025, is 11.09 CNY/kg, down 9.1% from the previous month, indicating ongoing industry losses [15][18] - The average profit for self-breeding pigs is -147.99 CNY/head, a decrease of 58.66 CNY/head from the previous month, while the profit for purchased piglets is -248.82 CNY/head, down 69.1 CNY/head [15][23] - The number of breeding sows has decreased to 39.9 million, and further production capacity reduction is expected due to policy and low prices [15][16] - The mushroom sector shows a sustained price rebound for enoki mushrooms, with strong performance expected from key companies [16] - The seed industry is seeing a clear trend of variety replacement, with transgenic varieties entering commercial sales, indicating potential growth for related companies [16] - In poultry farming, seasonal price elasticity opportunities are noted for yellow feathered chickens, while white feathered chickens are affected by avian influenza in Europe [17] Summary by Sections Pig Farming - The lean meat pig price is 11.09 CNY/kg, down 9.1% from last month [18] - The average wholesale price of pork is 17.83 CNY/kg, down 1.1% [18] - The profit for self-breeding pigs is -147.99 CNY/head, a decrease of 58.66 CNY/head [23] - The profit for purchased piglets is -248.82 CNY/head, down 69.1 CNY/head [23] Mushroom Sector - Enoki mushroom prices remain strong, confirming a sustained price rebound [16] - The release period for Cordyceps sinensis as a key new product is approaching, with strong performance expected [16] Seed Industry - A clear trend of variety replacement in corn is noted, with transgenic varieties entering commercial sales [16] - Companies like Kangnong Seed Industry and Longping High-Tech are highlighted for potential growth [16] Poultry Farming - The price of meat chicken chicks is 3.47 CNY/chick, down 3.1% from last month [28] - The average price of white feathered chickens is 7.19 CNY/kg, up 1.4% [32] - The average price of chicken products is 8.95 CNY/kg, up 0.6% [32] Agricultural Products - Domestic corn prices increased to 2329.8 CNY/ton, up 4.0% [44] - Domestic wheat prices rose to 2507.28 CNY/ton, up 0.7% [46] - Domestic soybean prices increased to 4014.74 CNY/ton, up 0.4% [57]

Core Insights - The stock price of Zhongxing Mushroom Industry increased by 2.09% on November 24, reaching 12.22 CNY per share, with a total market capitalization of 4.805 billion CNY [1] - The company has seen a year-to-date stock price increase of 72.50%, but a recent decline of 5.78% over the last five trading days [1] Financial Performance - For the period from January to September 2025, Zhongxing Mushroom Industry reported a revenue of 1.475 billion CNY, representing a year-on-year growth of 4.16% [2] - The net profit attributable to shareholders for the same period was 204 million CNY, showing a significant increase of 130.51% year-on-year [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Zhongxing Mushroom Industry was 26,200, a decrease of 21.79% from the previous period [2] - The average number of circulating shares per shareholder increased by 27.86% to 14,915 shares [2] Dividend Distribution - Since its A-share listing, Zhongxing Mushroom Industry has distributed a total of 583 million CNY in dividends, with 348 million CNY distributed over the last three years [3] Institutional Holdings - As of September 30, 2025, Manulife Consumer Dividend Index A (008928) was the seventh largest circulating shareholder, holding 3.498 million shares, an increase of 363,100 shares from the previous period [3] - China Europe Agricultural Industry Mixed Initiation A (022521) entered as the ninth largest circulating shareholder, holding 2.826 million shares [3]

Core Viewpoint - The stock of Zhongxing Mushroom Industry has shown significant growth this year, with a year-to-date increase of 104.40% and a recent surge in trading volume, indicating strong market interest and potential investment opportunities [1][2]. Financial Performance - For the period from January to September 2025, Zhongxing Mushroom Industry reported a revenue of 1.475 billion yuan, representing a year-on-year growth of 4.16% [2]. - The net profit attributable to shareholders for the same period was 204 million yuan, marking a substantial increase of 130.51% compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 583 million yuan, with 348 million yuan distributed over the last three years [2]. Stock Market Activity - As of November 5, the stock price reached 14.48 yuan per share, with a trading volume of 113 million yuan and a market capitalization of 5.694 billion yuan [1]. - The stock has experienced a net inflow of 14.168 million yuan from major funds, with significant buying activity observed [1]. - The stock has been listed on the "龙虎榜" (Dragon and Tiger List) once this year, with the last occurrence on September 12 [1]. Shareholder Structure - As of September 30, the number of shareholders decreased by 21.79% to 26,200, while the average number of circulating shares per person increased by 27.86% to 14,915 shares [2]. - Among the top ten circulating shareholders, Manulife Consumer Dividend Index A (008928) increased its holdings by 36,300 shares, while China Europe Agricultural Industry Mixed Fund A (022521) entered as a new shareholder with 2.826 million shares [2]. Business Overview - Zhongxing Mushroom Industry, established on November 18, 2005, and listed on June 26, 2015, specializes in the research, cultivation, and sales of edible mushrooms [1]. - The main revenue sources include Agaricus bisporus (63.04%) and Enoki mushrooms (35.32%), with minor contributions from other products [1].

Group 1 - The core point of the news is that Zhongxing Mushroom Industry has seen a stock price increase of 5.16%, reaching 13.25 CNY per share, with a trading volume of 2.58 billion CNY and a turnover rate of 5.12%, resulting in a total market capitalization of 5.21 billion CNY [1] - Zhongxing Mushroom Industry, established on November 18, 2005, and listed on June 26, 2015, is primarily engaged in the research, cultivation, and sales of edible mushrooms [1] - The company's main revenue sources are: Agaricus bisporus (63.04%), Enoki mushrooms (35.32%), Cordyceps (0.89%), and other products [1] Group 2 - From the perspective of major fund holdings, a fund under Yinhua Fund has a significant position in Zhongxing Mushroom Industry, with Yinhua Yongxiang Flexible Allocation Mixed Fund (180028) holding 439,800 shares, accounting for 4.96% of the fund's net value, making it the largest holding [2] - The Yinhua Yongxiang Flexible Allocation Mixed Fund has a total scale of 92.028 million CNY and has achieved a year-to-date return of 13.28%, ranking 5424 out of 8154 in its category [2] - The fund manager, Guo Sijie, has been in position for 5 years and 96 days, with the fund's total asset scale at 823 million CNY [2]