Market Overview - On June 11, A-shares saw a collective rise, with the Shanghai Composite Index increasing by 0.52% to close at 3402.32 points, the Shenzhen Component Index rising by 0.83% to 10246.02 points, and the ChiNext Index up by 1.21% to 2061.87 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 12,555 billion yuan, a decrease of 1,599 billion yuan compared to the previous day [1] - The market was driven by positive news, with 3,415 stocks rising and 72 hitting the daily limit up, while 1,738 stocks fell and 6 hit the daily limit down [1] Automotive Sector - The automotive sector showed strong performance, with several car manufacturers, including BYD, FAW, Dongfeng, and others, committing to a payment term of no more than 60 days [2] - Shortening payment terms allows suppliers to receive payments faster, enhancing cash flow for procurement of raw materials and equipment, thereby improving production stability and reducing risks of production halts due to cash flow issues [2] Securities Sector - The securities sector experienced a sudden surge, influenced by the release of a policy document from the central government supporting insurance funds to invest in private equity and venture capital funds in Shenzhen [2] - The policy also allows companies listed on the Hong Kong Stock Exchange in the Guangdong-Hong Kong-Macao Greater Bay Area to list on the Shenzhen Stock Exchange, which is favorable for the securities market [2] Local Stocks Performance - Compared to the overall market, local stocks in Hunan performed poorly, with only 88 out of 146 stocks rising, led by Zhenghong Technology, which increased by 9.96% [3] - Zhenghong Technology, a leading company in the feed production industry, reported a net profit of -9.02 million yuan for Q1 2025, with a year-on-year decline of 5.27% [3] - The company is transferring 100% equity of its wholly-owned subsidiary, Hunan Zhenghong Haiyuan Green Food Company, for 30.42 million yuan, which is expected to enhance asset management and operational efficiency [3]

证券代码：001313 证券简称：粤海饲料 广东粤海饲料集团股份有限公司 投资者关系活动记录表 编号：2025-004 | | 特定对象调研 分析师会议 | | | --- | --- | --- | | 投资者关系活 | 业绩说明会 媒体采访 |  | | 动类别 | 新闻发布会 路演活动 | | | | 现场参观 其他 | | | 参与单位名称 | 公司采用网络远程方式进行，面向全体投资者 | | | 及人员姓名 | | | | 时间 | 2025 年 5 月 7 日 15:00-17:00 | | | | 公司通过东方财富路演平台 | | | 地点 | （http://roadshow.eastmoney.com/luyan/4698096）采用网络远程方式召开 | | | | 本次业绩说明会 | | | 上市公司接待 | 董事长、总经理：郑石轩先生；常务副总经理：郑会方先生；副总经理、 | | | 人员姓名 | 董事会秘书：冯明珍女士；副总经理、财务总监：林冬梅女士；独立董 | | | | 事：张程女士；保荐代表人：李兴刚先生。 | | | | 1、请问郑董事长，公司一季度饲料产品销售 ...

投资者关系 活动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位名称 及人员姓名 中信证券、中金公司、华创证券、华安证券等 25 家机构 33 位投资者， 部分名单详见附件清单。 重要提示：参会人员名单由组织机构提供并经整理后展示。公司无法保 证参会人员及其单位名称的完整性、准确性，请投资者注意。 时间 2025 年 4 月 30 日（周三）15:00-16:00 方式 电话会议 上市公司接待 人员姓名 副董事长：张立忠先生 董事、总裁：谈松林先生 董事：邵丽君女士 财务总监：姜晗女士 董事会秘书：尹伟先生 创种科技副总裁：李军民女士 证券代码：002385 证券简称：大北农 北京大北农科技集团股份有限公司 投资者关系活动记录表 编号： 2025-001 | | 一、2024 年整体情况概览 | | --- | --- | | | 1、营收利润方面 | | | 2024 年，公司实现营业收入 287.67 亿元，其中：饲料产品收入 190.54 | | | 亿元，占营收比重为 66.24%；控股公司生猪产品收入 亿元，占营收比 62.78 | | | 重为 ...

Company Overview - The company operates in seed, feed, pig farming, and vaccine production and sales, achieving a revenue of 28.77 billion yuan in 2024, a decrease of 13.85% year-on-year [1] - The net profit for the year was 715.50 million yuan, with a profit attributable to shareholders of 345.77 million yuan, marking a turnaround from losses due to increased pig sales prices and reduced costs [1] Business Segments Seed Business - Seed revenue reached 142.51 million yuan, accounting for 4.95% of total revenue, with a year-on-year growth of 1.40% [7] - The company has established a comprehensive seed industry chain, focusing on corn, rice, and soybean, with over 200 cooperative seed enterprises [3][4] - The company has received multiple approvals for genetically modified crops, enhancing its market presence in both domestic and international markets [8] Feed Business - Feed product revenue was 1.91 billion yuan, down 20.68% year-on-year, with total sales volume of 540,550 tons, a decrease of 7.61% [13] - The company has developed a comprehensive management and manufacturing system, with over 100 production bases across 28 provinces [9][10] - The feed business is transitioning to a more open and shared industrial ecosystem, providing comprehensive solutions to small and medium-sized farms [10] Pig Farming Business - The pig farming segment generated revenue of 627.78 million yuan, a year-on-year increase of 10.10%, with a total of 640,500 pigs sold [16] - The company has established a breeding system and a cooperative farming model, covering 22 provinces and over 2,000 cooperative farms [14][15] - The company aims to create a sustainable pig farming ecosystem, focusing on quality and efficiency [15] Financial Highlights - The company plans not to distribute cash dividends or issue new shares, with retained earnings carried forward to future periods [20][22] - The net profit attributable to shareholders for the consolidated financial statements was 345.77 million yuan, with a retained profit of 2.40 billion yuan [22] - The company has a significant amount of undistributed profits, indicating a focus on reinvestment for future growth [22]