资料显示，云南神农农业产业集团股份有限公司位于云南省昆明市盘龙区东风东路23号昆明恒隆广场办 公楼39层，成立日期1999年8月9日，上市日期2021年5月28日，公司主营业务涉及饲料产品的生产和销 售、生猪的养殖和销售、生猪屠宰加工、猪肉食品销售。主营业务收入构成为：生猪76.08%，猪肉制 品及猪副产品18.37%，饲料3.72%，深加工产品0.94%，其他0.89%。 神农集团所属申万行业为：农林牧渔-养殖业-生猪养殖。所属概念板块包括：预制菜、猪肉概念、饲 料、中盘、基金重仓等。 10月27日，神农集团盘中上涨2.04%，截至11:04，报31.00元/股，成交4490.89万元，换手率0.28%，总 市值162.68亿元。 资金流向方面，主力资金净流入161.21万元，特大单买入202.80万元，占比4.52%，卖出231.72万元，占 比5.16%；大单买入743.17万元，占比16.55%，卖出553.04万元，占比12.31%。 神农集团今年以来股价涨11.91%，近5个交易日涨3.13%，近20日跌2.97%，近60日跌11.68%。 责任编辑：小浪快报 截至9月30日，神农集团股东户数2. ...

Core Viewpoint - Shennong Group's stock has experienced fluctuations, with a recent decline of 2.06% and a year-to-date increase of 11.48%, indicating volatility in the market [1]. Financial Performance - For the first half of 2025, Shennong Group reported a revenue of 2.798 billion yuan, reflecting a year-on-year growth of 12.16% [2]. - The net profit attributable to shareholders reached 388 million yuan, showing a significant year-on-year increase of 212.65% [2]. Shareholder Information - As of September 20, 2025, the number of shareholders for Shennong Group increased to 20,700, with an average of 25,309 circulating shares per shareholder, a slight decrease of 0.12% [2]. - The company has distributed a total of 331 million yuan in dividends since its A-share listing, with 131 million yuan distributed over the past three years [3]. Stock Performance and Market Activity - As of September 23, Shennong Group's stock price was 30.88 yuan per share, with a market capitalization of 16.199 billion yuan [1]. - The stock has seen a net outflow of 4.0878 million yuan in principal funds, with large orders accounting for 10.35% of purchases and 18.13% of sales [1]. Business Overview - Shennong Group, established on August 9, 1999, and listed on May 28, 2021, primarily engages in the production and sale of feed products, pig farming, slaughtering, and pork sales [1]. - The revenue composition includes 76.08% from live pigs, 18.37% from pork products and by-products, 3.72% from feed, 0.94% from deep processing products, and 0.89% from other sources [1].

神农集团所属申万行业为：农林牧渔-养殖业-生猪养殖。所属概念板块包括：猪肉概念、中盘、饲料、 预制菜、增持回购等。 截至9月10日，神农集团股东户数2.07万，较上期增加3.64%；人均流通股25338股，较上期减少3.52%。 2025年1月-6月，神农集团实现营业收入27.98亿元，同比增长12.16%；归母净利润3.88亿元，同比增长 212.65%。 分红方面，神农集团A股上市后累计派现3.31亿元。近三年，累计派现1.31亿元。 机构持仓方面，截止2025年6月30日，神农集团十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股204.72万股，为新进股东。银华农业产业股票发起式A（005106）位居第七大流通股东， 持股168.43万股，相比上期减少12.47万股。博时消费创新混合A（010326）位居第八大流通股东，持股 116.39万股，为新进股东。国泰中证畜牧养殖ETF（159865）位居第九大流通股东，持股104.78万股， 相比上期增加10.42万股。银华同力精选混合（009394）、永赢消费主题A（006252）退出十大流通股东 之列。 9月12日，神农集团盘中上涨2.06% ...

Core Viewpoint - Shennong Group reported significant growth in both revenue and net profit for 2024, primarily driven by rising pig prices and reduced breeding costs [2][3]. Financial Performance - In 2024, Shennong Group achieved an operating income of approximately 5.584 billion yuan, a year-on-year increase of 43.51% [3]. - The net profit attributable to shareholders was about 687 million yuan, reflecting a substantial year-on-year growth of 271.16% [3]. - The net profit after deducting non-recurring gains and losses was approximately 697 million yuan, up 275.62% year-on-year [3]. - Total assets reached around 6.655 billion yuan, a 16.66% increase from the end of 2023 [3]. - The net assets attributable to the parent company were about 4.833 billion yuan, growing by 15.19% compared to the end of 2023 [3]. Business Segments - Revenue from pig products in 2024 was approximately 3.798 billion yuan, an increase of 81.53% year-on-year, with a gross margin of 23.42%, up 20.81% [5][8]. - The company sold a total of 2.2715 million pigs in 2024, marking a 49.40% increase year-on-year [5]. - The feed business generated significant revenue, with a total of 600,500 tons sold, of which 68,900 tons were for export [10]. Cost Management - The breeding cost in January 2024 was below 14 yuan per kilogram, with a total cost of approximately 14.6 yuan per kilogram [5]. - By February 2025, the company aims to reduce the total cost to 12 yuan per kilogram, down from 13.2 yuan per kilogram in December 2024 [6][5]. - Specific cost reductions included a decrease of about 0.4 yuan per kilogram in feed costs and 0.2 yuan per kilogram in livestock costs [5]. Strategic Focus - Shennong Group is committed to a full industry chain development strategy in pig farming, focusing on cost reduction and efficiency improvement through various measures [5][2]. - The company plans to enhance feed formulation research to improve nutritional content and economic benefits, supporting both its breeding segment and end customers [11].