| 证券代码：000876 | 证券简称：新希望 公告编号：2026-01 | | --- | --- | | 债券代码：127049 | 债券简称：希望转 2 | 新希望六和股份有限公司 2025 年第四季度可转换公司债券转股情况公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 希望转 2 转股价格：10.59 元/股 4、希望转债转股时间：2020 年 7 月 9 日至 2025 年 12 月 31 日； "希望转债"已于 2025 年 12 月 29 日停止交易，并于 2026 年 1 月 5 日摘牌。 希望转 2 转股时间：2022 年 5 月 9 日至 2027 年 11 月 1 日 根据《深圳证券交易所股票上市规则》、《深圳证券交易所可转换 公司债券业务实施细则》的有关规定，新希望六和股份有限公司（以 下简称"公司"）现将 2025 年第四季度可转换公司债券转股及公司股 1、股票代码：000876，股票简称：新希望 2、债券代码：127015；债券简称：希望转债 债券代码：127049；债券简称：希望转 2 3、希望转债转股价格：1 ...

| | | 新希望六和股份有限公司 关于"希望转债"到期兑付结果及股本变动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、"希望转债"到期兑付数量：9,472,781 张 公司经中国证券监督管理委员会证监许可〔2019〕1902 号文核 准，于 2020 年 1 月 3 日向社会公开发行 4,000 万张可转换公司债券， 每张面值 100 元，发行总额 400,000 万元。2020 年 2 月 4 日起在深 交所挂牌交易，债券简称"希望转债"，债券代码"127015"。 本次发行的可转债转股期自本次可转债发行结束之日（2020 年 1 月 9 日，T+4 日）满 6 个月后的第一个交易日（2020 年 7 月 9 日）起 至可转债到期日（2026 年 1 月 2 日）止。 二、"希望转债"到期兑付情况 根据《募集说明书》的约定，在本次发行的可转换公司债券期满 后 5 个交易日内，公司将按债券面值的 106%（含最后一期利息）的 价格赎回未转股的可转债。公司已于 2025 年 12 月 29 日将兑付资金 全额支付到中国证券登记结算有限 ...

Core Viewpoint - The article highlights the innovative agricultural practices in Nanfan Village, Qiongzhong, focusing on the cultivation of colorful peanuts as a means to increase income and market opportunities for local farmers [2][3]. Group 1: Agricultural Innovation - The introduction of colorful peanuts, which have large seeds, high nutritional value, and a short maturity period of four months, represents a significant agricultural innovation in the region [2][3]. - The village has shifted from traditional farming methods to a more mechanized approach, improving planting efficiency and precision [2][3]. Group 2: Economic Impact - The new farming model, which includes centralized land management and hiring local farmers as caretakers, is expected to increase yield by over 50% compared to previous attempts, potentially generating a minimum income of 20,000 yuan for the village collective [3]. - The funds generated from this initiative will be directed towards improving local infrastructure, creating a positive feedback loop for community development [3]. Group 3: Diversification of Agriculture - Nanfan Village is developing a diversified agricultural system by leveraging local resources, including the cultivation of mountain rice and other crops, as well as promoting standardized livestock farming [3]. - This approach demonstrates how local ecological resources can be transformed into development momentum through technological innovation and exploration of new farming models [3].

1月4日下午,国足新任主教练邵佳一在广东肇庆召开新闻发布会,这是他自上任以来,第一次以国足新帅的 身份在媒体面前正式亮相。发布会上,邵佳一表示,担任国家队的主教练只是梦想和目标的重要一步,带领 国家队实现球迷多年的梦想,这才是整个团队真正的工作目标。新帅新兵新希望,这次国足能有新气象吗? 记者 尹成君 报道 梦想是圆梦世界杯 媒体见面会上,邵佳一表达了自己担任国足主帅后的理想与愿望。"当我得知成为中国男足国家队主教练 消息的那一刻,感到非常激动和紧张。激动的是,成为国家队主帅是每个教练员的梦想；紧张的是,我也很 清楚身上的这份责任。从官宣到现在已经有两个月的时间了,对于我来讲,始终有一种紧迫感陪伴着我。" 同时,邵佳一也表示,整个团队的工作目标,就是要带领国足打出让国人满意的拼搏精神和成绩,实现国人多 年的梦想。"作为球员,我们能够为国征战,参加世界杯就是我们的最高梦想。作为教练员也一样,我想世 界上任何一个国家队的教练,他的梦想都是冲进世界杯的大门,打世界杯比赛。" 他也很清醒地认识到困难与压力:"我们很清楚中国足球现在所面临的环境以及困难,所以我们必须要踏踏 实实地一步一个脚印,夯实国家队的基础,努力谦虚 ...

2025年4月4日，新希望公告，杨芳女士新任非独立董事。资料显示，杨芳，女，1971年出生，拥有财务 会计学学士学位和工商管理硕士学位，中国注册会计师和中国注册税务师非执业资格，澳洲会计师公会 会员,中国民主建国会成员，现任新希望集团有限公司领导小组成员、首席财务官。2000年-2013年任职 于毕马威华振会计师事务所，担任合伙人；2013-2016年任职于中国化工集团蓝星股份有限公司，担任 总会计师；2016年11月至2020年7月任新希望集团有限公司首席财务官，也曾担任新希望六和股份有限 公司监事、新希望乳业股份有限公司监事长等职务。 12月30日，新希望公告，因个人原因，周伯平先生不再担任非独立董事职务。 根据2024年报数据，剔除独立董事、监事会主席、监事后，新希望共有16位董事和高级管理人员。从年 龄看，新希望董事和高级管理人员平均年龄为51岁，年龄中位数为48岁，其中，非独立董事刘永好年龄 最高为74岁，非独立董事张明贵年龄最小为43岁。 数据显示，近一年，新希望发生董监高变更6人次，具体如下。 2025年4月4日，新希望公告，陶玉岭先生新任总裁及非独立董事。资料显示，陶玉岭，男，华中农业大 学淡 ...

行 农林牧渔 2026 年 01 月 04 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -10% 0% 10% 19% 29% 38% 2025-01 2025-05 2025-09 农林牧渔 沪深300 相关研究报告 《肥猪供给偏紧年前猪价上行，宠物 食品出口环比改善 —行业周报》- 2025.12.28 《年前猪价存在供需双重支撑，蛋鸡 存栏高位淘鸡延续 —行业周报》- 2025.12.21 《腌腊渐入旺季支撑猪价上行，犊牛 价格上行彰显牛周期景气—行业周 报》-2025.12.14 10 牛肉进口"国别配额及配额外加征关税"落地，利 多国内牛价 ——行业周报 chenxueli@kysec.cn 证书编号：S0790520030001 陈雪丽（分析师） 王高展（分析师） wanggaozhan@kysec.cn 证书编号：S0790525070003 周观察：牛肉进口"国别配额及配额外加征关税"落地，利多国内牛价 供需双驱驱动年前猪价中枢上移，据涌益咨询，截至 2025 年 12 月 31 日，全国 生猪均价 12.78 元/公斤，周环比+1.20 元/公斤，同比-3.01 元/公斤。截至 ...

Group 1 - The core viewpoint of the article highlights that New Hope Group has successfully conducted its first self-assessment for senior professional titles in the livestock and veterinary fields, marking a significant step in empowering private enterprises in Sichuan [1][3] - A total of 26 individuals applied for the assessment, with 9 professionals ultimately passing through a rigorous selection process that included material review, on-site defense, expert evaluation, and public announcement [1] - The assessment process was designed to align with the company's strategic direction and core technological needs, ensuring that the selected candidates are both theoretical experts and practical problem solvers [1] Group 2 - Sichuan's initiative to grant senior title assessment rights to private enterprises is part of a broader strategy to enhance the talent evaluation environment and support the development of the private economy [3] - In 2024, Sichuan plans to delegate senior professional title assessment rights for engineering, agriculture, and natural sciences to 17 pilot units, including New Hope Group [3] - New Hope Group has established a closed-loop talent development mechanism that integrates assessment, training, and utilization, supported by a digital management platform for talent tracking and development [2]

Core Viewpoint - The domestic feed industry is entering a phase of stock competition, with ample capacity becoming the norm. In this context, leading companies are accelerating their overseas expansion, which not only shows a clear growth trajectory but also significantly contributes to their profits [3][4]. Group 1: Industry Overview - The domestic feed market is characterized by surplus capacity and insufficient operating rates, leading companies to focus on improving cost-effectiveness and service to capture market share [5]. - The overseas market is viewed as a "growth blue ocean" for leading companies, with significant results already being observed [5][9]. Group 2: Company Strategies and Performance - New Hope (000876.SZ) reported overseas sales of 4.72 million tons in the first three quarters, a year-on-year increase of 21%, with overseas sales contributing 60-70% of total profits despite only accounting for about 30% of total sales [5][9]. - Haida Group (002311.SZ) experienced a remarkable growth rate in its overseas business, with a 40% year-on-year increase in overseas feed sales in the first half of the year, continuing this growth into the third quarter [5][6]. Group 3: Future Plans and Projections - New Hope plans to increase its overseas feed production capacity by approximately 3.5 million tons over the next two to three years, aiming for a total overseas capacity of 10 million tons by 2028 to support a sales target of 9 million tons [6][9]. - Yuehai Feed (001313.SZ) is also expanding its overseas market, with a recent project in Vietnam generating over 80,000 tons in orders during its launch event [6][9]. - Haida Group is planning to spin off its subsidiary Haida Holdings for a public listing in Hong Kong, which is expected to help achieve its goal of 7.2 million tons in overseas feed sales by 2030 [7][9]. Group 4: Market Potential - The overseas market is seen as a blank slate for domestic feed companies, particularly in regions like Southeast Asia and Africa, where there is a strong demand for high-quality feed products to improve farming efficiency [9]. - The profit margins in overseas markets are expected to be higher than in domestic markets, with some companies reporting that overseas sales account for a significant portion of their profits [9].

Group 1 - The core viewpoint of the articles highlights the emergence of a new phase in the real estate market, characterized by extreme scarcity and asset value differentiation, as evidenced by the record-breaking sales of luxury properties in Shenzhen and Chengdu [3][5][27] - In Shenzhen, the project Shenzhen Bay Luanxi achieved sales of 13 billion yuan on its opening day, setting a national record for single project sales in 2025, while another project, CITIC Xinyue Bay, sold over 10 billion yuan within two hours of its launch [1][2] - The success of these projects signals a shift towards pricing based on super scarcity and asset attributes, indicating that properties in highly sought-after areas are becoming status symbols for elite buyers [5][27] Group 2 - The upcoming project New Hope D10 Wangjiang in Chengdu is positioned as a significant offering for high-end buyers, leveraging the city's rich historical context and unique geographical advantages [8][12][26] - The project is set to include a five-star hotel and a museum, aiming to create a high-end living experience that combines luxury services with cultural significance, thus enhancing its appeal to affluent buyers [18][25] - The real estate market in Chengdu is expected to see a surge in high-end transactions, with over 3,000 new homes priced above 10 million yuan anticipated in 2025, indicating a competitive landscape for luxury properties [27][28]

Core Viewpoint - The Central Rural Work Conference held on December 29-30 in Beijing analyzed the current situation and challenges facing the "three rural issues" and outlined the work plan for 2026, emphasizing the importance of agricultural modernization for China's overall modernization [2] Group 1 - The conference highlighted the necessity to accelerate the construction of a strong agricultural nation, indicating its critical role in the broader context of Chinese modernization [2]