新希望公告称，2026年1月销售商品猪112.18万头，环比降28.02%，同比增9.70%；销售收入16.28亿 元，环比降20.15%，同比降10.03%；销售均价12.48元/公斤，环比涨10.64%，同比降19.01%。此外，1 月销售仔猪22.22万头、种猪5.42万头。上述披露仅含生猪销售情况，数据未经审计，仅供参考。 ...

Group 1 - Chengdu has 7 companies listed in the "2025 Hurun China 500," with a threshold of 34 billion yuan, an increase of 7.5 billion yuan from the previous year, representing a growth of 28% [1] - The total value of the 500 companies increased by 21 trillion yuan, a growth of 38%, reaching 77 trillion yuan, with an average value growth of 41.5 billion yuan, totaling 1.53 trillion yuan [1] - Among the top three companies, TSMC's value increased by 3.5 trillion yuan to 10.5 trillion yuan, Tencent's value grew by 1.9 trillion yuan to 5.3 trillion yuan, and ByteDance's value rose by 1.8 trillion yuan to 3.4 trillion yuan [1] Group 2 - Chengdu's representative company, Xinyi Technology, saw its value increase by 218.5 billion yuan to 309 billion yuan, ranking 31st and rising 89 places [2] - In the innovative drug sector, Chengdu's representative company, Baili Tianheng, experienced a value increase of 79.5 billion yuan to 153 billion yuan, ranking 86th and rising 56 places [2] - The other five Chengdu companies listed are: Tongwei Co., Ltd. (ranked 120th, 116 billion yuan), Langjiu (ranked 205th, 72 billion yuan), Kelun Pharmaceutical (ranked 279th, 55 billion yuan), New Hope (ranked 354th, 45 billion yuan), and Guojin Securities (ranked 457th, 36 billion yuan) [2]

Core Insights - The 2026 Central Document emphasizes the transition from "ensuring quantity" to "improving quality" in agriculture, marking the beginning of the 14th Five-Year Plan [2][27] - The document sets a target for grain production at approximately 1.4 trillion jin (around 700 million tons) and initiates a new round of actions to enhance grain production capacity [2][27] - The focus shifts to "new agricultural productivity," indicating a transition from resource input to technology-driven development [2][27] Policy Highlights - The document introduces a "bottom line" and "action" plan, ensuring stable grain production and enhancing agricultural capacity, which will create sustained demand in the planting industry [2][27] - It upgrades the policy on pig production from "monitoring" to "comprehensive capacity regulation," aiming to balance supply and demand in the pork market [2][28] - The document proposes a financial mechanism to support agriculture, utilizing special bonds and long-term bonds to lower financing costs for agricultural enterprises [2][28] Industry Confidence - The document reflects four types of confidence in agriculture: technological confidence, trade confidence, subject confidence, and strategic confidence, which collectively aim to strengthen the agricultural sector [5][30] - The emphasis on technological advancements and international competitiveness in agriculture is expected to benefit leading agricultural enterprises [5][30] ETF Insights - The Agricultural, Animal Husbandry, and Fishery ETF (159275) tracks the CSI Agricultural Index, with its top holdings aligned with the key areas highlighted in the document [6][31] - The ETF's top ten holdings include major companies in pig farming and feed production, which are expected to benefit from the new policies [6][31] - The ETF is viewed as a strategic investment tool for gaining exposure to the core agricultural industry chain, especially at a time when the industry cycle is at a low point [34][45] Market Performance - Following the release of the document, the Agricultural ETF saw a 1.12% increase, indicating rising investor interest [19][40] - Key stocks within the ETF, such as Haida Group and Muyuan Foods, experienced notable price increases, reflecting heightened market attention [19][42] Future Outlook - Short-term policy benefits and seasonal trends may lead to a surge in ETF performance, while mid-term prospects depend on pig prices and capacity adjustments [44][45] - Long-term agricultural modernization is a national strategy, with leading companies expected to capture more market share as industry concentration increases [45][46]

场上有进取心，场下有平常心，用长远眼光审视这项事业的发展，中国足球便能真正走出谷底、创出佳 绩 当比分在沙特吉达夜空下定格，中国队收获U23男足亚洲杯亚军，看台上的红色海洋沉默片刻，随即响 起经久不息的掌声。 回看中国队的U23亚洲杯征程，小组赛三场零封对手，点球大战淘汰乌兹别克斯坦队，半决赛3∶0战胜 越南队……赛前被列入参赛队中实力最弱一档，却一路逆袭闯入决赛。这支平均年龄不足22岁的队伍， 创造了历史最佳战绩，终结了国字号男足22年无缘洲际赛事决赛的尴尬。国家体育总局发去贺信："经 验可贵，作风可赞"。 曾有一段时间，足球腐败潜滋暗长，严重毒化足坛土壤。近年来，足坛反腐风暴持续深入，足协原主席 陈戌源、国足原主教练李铁等人相继获刑，多名足协中高层干部相继落马……一批蛀虫被清除，"三不 腐"一体推进，"靠足球吃足球"的歪风被狠刹。 希望，来自厚积薄发的足球改革。 没有风清气正的氛围，再好的青训规划也会变形走样，再多的资源投入也可能付诸东流。把权力关进制 度的笼子，让规则真正说了算，是对中国足球最好的"培土固基"。持之以恒、常抓不懈，全方位治理腐 败，绿茵场生态持续焕新。 2015年，《中国足球改革发展总体 ...

新希望集团于2026年1月9日通过深圳证券交易所发布了关于"23希望E1"的购回实施公告，本次拟购回 15,000,000张"23希望E1"债券，购回申报期为2026年1月14日至2026年1月16日。购回申报期结束以后， 债券购回申报数量为10,506,182张。新希望集团于2026年1月30日兑付了"23希望E1"全部购回有效申报的 债券10,506,182张及其利息。上述两次购回后，"23希望E1"剩余托管数量为29,770,005张，剩余债券票面 金额为2,977,000,500.00元，新希望集团将按照原有约定进行兑付。 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司控股股东新希望集团有限公司保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露的内容与信息披露义务人提供的信息一致。 新希望六和股份有限公司（以下简称"公司"）控股股东新希望集团有限公司（以下简称"新希望集团"） 于2023年3月22日面向专业投资者非公开发行65亿元可交换公司债券（以下简称"本期可交债"），债券 简称"23希望E1"，债券代码"117205.S ...

Core Insights - The chicken industry is experiencing significant performance divergence, with 10 out of 17 companies forecasting profit declines, 3 expecting profit growth, and 3 shifting from profit to loss [2][11]. Performance Summary - **Companies with Expected Profit Decline**: - Wen's Foodstuffs: Expected net profit of 20-22 billion yuan, down 40.73%-46.12% [3][12] - Lihua Food: Expected net profit of 5.5-6 billion yuan, down 60.55%-63.84% [3] - Yisheng Livestock: Expected net profit of 1.5-1.9 billion yuan, down 70.23%-62.29% [3] - Jinke Smart Agriculture: Expected net profit of 1.25-1.65 billion yuan, down 76.88%-82.49% [3] - Other companies also reported declines, including Hunan Jiajia and Juxing Agriculture [4]. - **Companies with Expected Profit Growth**: - Shennong Development: Expected net profit of 13.7-14.3 billion yuan, up 89.16%-97.44% [5][15] - Chunxue Food: Expected net profit of 3.6-4.3 billion yuan, up 340.90%-426.63% [5][15] - Xiaoming Co.: Expected net profit of 0.71-0.92 billion yuan, up 58.43%-105.30% [3]. - **Companies Shifting from Profit to Loss**: - Huayun Agriculture: Expected loss of 0.45-0.65 billion yuan [4] - Tianma Technology: Expected loss of 1.4-1.8 billion yuan [4] - New Hope: Expected loss of 15-18 billion yuan, down 480.07%-416.72% [6][15]. Industry Trends - The chicken industry is undergoing a cyclical adjustment, with significant price fluctuations impacting profitability [7][16]. - Companies like Chunxue Food are achieving growth through market expansion and product diversification, contrasting with those relying on traditional farming methods [8][16]. - Cost control is becoming a critical factor for profitability, as seen in Wen's Foodstuffs maintaining a leading position despite a decline in growth [8][16]. Future Outlook - The white feather chicken market is experiencing a price increase, with expectations for sustained high demand in 2026 [18]. - The price of parent breeding chickens is rising, indicating a positive outlook for the chicken industry in 2026, contingent on pork price recovery [18].

债券代码：127049 债券简称：希望转2 证券代码：000876 证券简称：新希望 公告编号：2026-12 新希望六和股份有限公司 公司于近日收到新希望集团的通知，新希望集团已完成提前购回 部分"23希望E1"的工作。 新希望集团于2025年12月9日通过深圳证券交易所发布了关于 "23希望E1"的购回实施公告，本次拟购回5,000,000张"23希望E1" 债券，购回申报期为2025年12月12日至2025年12月16日（仅限交易 日）。购回申报期结束以后，本次债券购回申报数量为5,326,000张， 投资者购回申报总金额高于发行人拟购回资金总额，根据《新希望集 团有限公司关于"23希望E1"2025年第七次购回基本方案提示性公告》 相关约定，撤销购回债券数量326,487张，有效购回申报数量为 关于控股股东完成非公开发行2023年可交换公司债券 （第一期）部分购回的公告 本公司控股股东新希望集团有限公司保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露的内容与信息披露义务人提供的信 息一致。 新希望六和股份有限公司（以下简称"公司"） ...

Group 1 - The core point of the article highlights the performance of the Agricultural and Animal Husbandry ETF managed by Jianxin Fund, which opened at 0.904 yuan and experienced a slight decline of 0.33% [1] - The ETF's major holdings include Cangge Mining, which rose by 3.34%, and Yilake Co., which increased by 2.82%, while other stocks like Muyuan Foods and New Hope saw minor declines [1] - Since its inception on July 21, 2022, the ETF has reported a return of -9.46%, with a recent one-month return of 3.27% [1] Group 2 - The ETF's performance benchmark is the CSI Agricultural and Animal Husbandry Theme Index return [1] - The fund manager is Jianxin Fund Management Co., Ltd., and the fund manager is Gong Jiajia [1]

Performance Highlights - New Yi Sheng (300502.SZ) expects net profit between 9.4 billion and 9.9 billion CNY, a year-on-year increase of 231.24% to 248.86% due to rising demand for high-speed optical modules driven by global computing power investments[4] - Han's Chip (688256.SH) anticipates net profit between 1.85 billion and 2.15 billion CNY, turning from a loss of 450 million CNY last year, benefiting from the growing demand for AI computing power[5] - Zhongji Xuchuang (300308.SZ) projects net profit between 9.8 billion and 11.8 billion CNY, a year-on-year growth of 89.50% to 128.17%, driven by strong customer investment in computing infrastructure[6] - Runze Technology (300442.SZ) expects net profit between 5 billion and 5.3 billion CNY, a year-on-year increase of 179.28% to 196.03%, largely due to non-recurring gains from public REITs issuance[10] Underperformance Highlights - Great Wall Motors (601633.SH) forecasts net profit of 9.912 billion CNY, a year-on-year decline of 21.71% due to increased marketing expenses and competitive pressures[36] - GAC Group (601238.SH) expects a net loss between 8 billion and 9 billion CNY, turning from a profit of 824 million CNY last year, impacted by fierce competition and increased asset impairment provisions[39] - Xiexin Integrated (002506.SZ) anticipates a net loss between 890 million and 1.29 billion CNY, shifting from a profit of 68 million CNY last year due to structural supply-demand issues in the photovoltaic industry[41] - Baile Tianheng (688506.SH) projects a net loss of around 1.1 billion CNY, down from a profit of 3.708 billion CNY last year, primarily due to increased R&D expenses[42] Industry Trends - Technology-driven sectors like AI and innovative pharmaceuticals are leading growth, with companies like New Yi Sheng and Han's Chip benefiting from strong demand and technological advancements[69] - Cost control is becoming a critical competitive advantage, particularly in the energy and manufacturing sectors, as seen with companies like Datang Power (601991.SH) benefiting from lower coal prices[70] - Traditional cyclical industries such as real estate and agriculture are facing significant downward pressure, with companies like Vanke (000002.SZ) and Tianbang Foods (002124.SZ) experiencing substantial losses due to market adjustments[72]

新华社石家庄2月2日电（记者岳文婷、董笑坤）时值腊月，本该是北方农村"冬闲"的时节，河北省新河县西流乡南马庄村的村民们却格外忙碌。 在众乐种植专业合作社，几十座集装箱式智慧方舱整齐排列，金耳、绣球菌等原产自南方的珍稀食用菌在此"安家落户"。 记者走进一间智慧方舱，扑面而来的是一股湿润又清香的空气，只见舱门两侧的铁架上摆满了菌棒。 "这些菌子，就喜欢潮湿的环境。咱北方冬天干冷，它们可受不了。"合作社负责人崔佳介绍，智慧方舱能实现对食用菌生长温度、湿度、氧气、 光照等各项生长条件的精密监测与数字化管理，创造最佳生长环境，实现全年化、全封闭、工厂化生产。只需要通过手机，技术人员就能调节每 座方舱的种植数据。 "过去搞这么大规模种植，我们想都不敢想。"崔佳感慨，技术突破是产业发展的关键。合作社与科研机构紧密合作，攻克了菌种培育、环境模拟 等多项核心技术，提升了食用菌的产量和品质。现在，他们可以年产金耳300余吨、绣球菌900余吨，年销售额合计可达数千万元。 村民搬运采收后等待打包的绣球菌。新华社发（李世强 摄） 在不远处的荆家庄乡西李家庄村，新扩建的智慧农业示范园即将投入使用。村干部宋振全告诉记者，用智慧方舱种植食用 ...