Core Insights - The animal health sector experienced a rise of 1.97% on September 8, with Dayu Biological leading the gains [1] - The Shanghai Composite Index closed at 3826.84, up 0.38%, while the Shenzhen Component Index closed at 12666.84, up 0.61% [1] Group 1: Stock Performance - Dayu Biological (871970) closed at 11.20, with a gain of 9.27% and a trading volume of 176,500 shares, amounting to a transaction value of 202 million yuan [1] - Ruipu Biological (300119) closed at 22.39, up 3.51%, with a trading volume of 109,500 shares and a transaction value of 243 million yuan [1] - Kexin Biological (688526) closed at 18.59, gaining 3.28%, with a trading volume of 46,900 shares and a transaction value of 86.51 million yuan [1] - Yongshun Biological (839729) closed at 11.15, up 3.05%, with a trading volume of 77,600 shares and a transaction value of 87.23 million yuan [1] - Shenlian Biological (688098) closed at 12.10, gaining 2.89%, with a trading volume of 155,300 shares and a transaction value of 187 million yuan [1] Group 2: Capital Flow - The animal health sector saw a net inflow of 63.35 million yuan from institutional investors, while retail investors experienced a net outflow of 61.99 million yuan [2] - The main capital flow data indicates that Ruipu Biological had a net outflow of 30.35 million yuan from institutional investors, while Shenlian Biological had a net inflow of 30.09 million yuan [3] - Overall, the sector's capital flow reflects a mixed sentiment, with some stocks attracting institutional interest while others faced retail selling pressure [3]

Company Performance - Dayu Biotechnology's stock price reached a historical high, increasing by 19.80% to 12.28 yuan, with a trading volume of 5.8272 million shares and a transaction value of 66.3434 million yuan, resulting in a turnover rate of 8.25% [2] - The latest total market capitalization of Dayu Biotechnology is 1.368 billion yuan, with a circulating market value of 867 million yuan [2] Industry Overview - The overall increase in the agriculture, forestry, animal husbandry, and fishery industry is 2.16%, with 104 stocks rising, including Dayu Biotechnology, Aonong Biotechnology, and Tianyu Biotechnology, which saw increases of 19.80%, 10.00%, and 9.99% respectively [2] - Conversely, 11 stocks in the industry experienced declines, with ST Jinggu, *ST Lvkang, and Nuofushin showing decreases of 1.39%, 1.17%, and 0.83% respectively [2] Financial Data - According to the semi-annual report, Dayu Biotechnology achieved operating revenue of 62.181 million yuan in the first half of the year, representing a year-on-year growth of 8.61% [2] - The company reported a net loss of 9.0228 million yuan, with a year-on-year improvement of 13.66%, and a basic earnings per share of -0.0800 yuan [2] Margin Trading - As of September 5, the latest margin trading balance for Dayu Biotechnology is 0.922 million yuan, with a financing balance of 0.922 million yuan, reflecting a decrease of 0.4525 million yuan over the past 10 days, which is a 32.92% decline [2]

国投证券股份有限公司 关于山西大禹生物工程股份有限公司 2025 年半年度持续督导跟踪报告 根据《证券发行上市保荐业务管理办法》《北京证券交易所股票上市规则》 等有关法律法规、规范性文件等的规定，国投证券股份有限公司（以下简称"国 投证券"或"保荐机构"）作为山西大禹生物工程股份有限公司（以下简称"大 禹生物"或"上市公司"）的保荐机构，负责大禹生物的持续督导工作，并出具 2025 年半年度持续督导跟踪报告。 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | 保荐机构对上市公司信息披露文件进行了 | | | 事前审阅。 | | 2.督导公司建立健全并有效执行规章制度 | 督导上市公司建立健全包括但不限于防止 | | | 关联方占用公司资源的制度、募集资金管理 | | 的情况 | 制度、内控制度、内部审计制度、关联交易 | | | 制度等规章制度并有效执行。 | | | 督导上市公司做好募集资金存放和使用工 | | 3.募集资金使用监督 | 作，及时取得募集资金账户对账单，2025 年 | | | 5 月对募集资金使用情况进行了现场核查。 | | | 保荐机构通过日常沟通 ...

Market Overview - The animal health sector increased by 1.25% on September 5, with Yongshun Biological leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Performance - Yongshun Biological (839729) closed at 10.82, up 4.14% with a trading volume of 44,500 shares and a turnover of 47.80 million yuan [1] - Shilian Biological (688098) closed at 11.76, up 3.16% with a trading volume of 114,100 shares and a turnover of 132 million yuan [1] - Other notable performers include: - Houfeng Holdings (002141): closed at 3.96, up 2.33% [1] - KQ Biological (688526): closed at 18.00, up 2.16% [1] - Dayu Biological (871970): closed at 10.25, up 2.09% [1] Capital Flow - The animal health sector experienced a net outflow of 37.19 million yuan from institutional investors, while retail investors saw a net inflow of 13.24 million yuan [2] - Notable capital flows include: - Shilian Biological: net inflow of 500.11 thousand yuan from institutional investors [3] - Houfeng Holdings: net inflow of 91.15 thousand yuan from retail investors [3] - KQ Biological: net outflow of 297.54 thousand yuan from institutional investors [3]

Group 1 - The core point of the article is the significant block trade of Dayu Biological (871970) on September 4, involving a volume of 337,200 shares and a transaction amount of 3.3011 million yuan, with a transaction price of 9.79 yuan, reflecting a discount of 2.49% compared to the closing price of the day [2] - The buyer of the block trade was CITIC Securities Co., Ltd. Beijing East Third Ring Road Securities Business Department, while the seller was Shanxi Securities Co., Ltd. Yuncheng Hedong Street Securities Business Department [2] - On the same day, Dayu Biological's closing price was 10.04 yuan, showing an increase of 3.40%, with a turnover rate of 4.17% and a total transaction amount of 29.3156 million yuan, indicating a cumulative increase of 1.62% over the past five days [2]

Market Overview - The animal health sector experienced a decline of 0.2% on September 4, with Shunlian Biological leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Notable gainers in the animal health sector included: - Qudongli (code: 838275) with a closing price of 11.96, up 6.50% [1] - Dayu Biological (code: 871970) with a closing price of 10.04, up 3.40% [1] - Yongshun Biological (code: 839729) with a closing price of 10.39, up 2.26% [1] - Conversely, Shunlian Biological (code: 688098) saw a decline of 2.98%, closing at 11.40 [2] Trading Volume and Capital Flow - The total trading volume for the animal health sector showed a net outflow of 85.41 million yuan from institutional investors, while retail investors saw a net inflow of 74.17 million yuan [2] - The capital flow for individual stocks indicated significant movements, with Shunlian Biological experiencing a net outflow of 10.12 million yuan from institutional investors [3] Individual Stock Analysis - Shunlian Biological had a total trading volume of 131,200 shares, with a net inflow of 7.73 million yuan from retail investors [3] - Other stocks like Huisheng Biological (code: 300871) and ST Green Kang (code: 002868) also showed varied capital flows, with Huisheng experiencing a net outflow of 12.50 million yuan from speculative funds [3]

Market Overview - The animal health sector experienced a decline of 2.2% on September 3, with the leading stock, Driveline, falling by 8.33% [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Stock Performance - Key stocks in the animal health sector showed significant declines, with Driveline (code: 838275) closing at 11.23, down 8.33% on a trading volume of 49,500 shares and a transaction value of 57.66 million yuan [1] - Other notable declines included: - Yongshun Biological (code: 839729) down 4.78% to 10.16 [1] - Jinhai Biological (code: 002688) down 4.03% to 6.91 [1] - ST Lvkang (code: 002868) down 3.30% to 26.35 [1] - Houbang Holdings (code: 002141) down 3.24% to 3.88 [1] Capital Flow - The animal health sector saw a net outflow of 108 million yuan from major funds, while retail investors contributed a net inflow of 101 million yuan [1] - Detailed capital flow for specific stocks indicated: - Shunlian Biological (code: 688098) had a net inflow of 8.21 million yuan from major funds [2] - ST Lvkang (code: 002868) experienced a net outflow of 2.26 million yuan from major funds [2] - Houbang Holdings (code: 002141) faced a significant net outflow of 24.59 million yuan from major funds [2]

Market Overview - The animal health sector increased by 1.34% on September 1, with Jinhe Biology leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Stock Performance - Jinhe Biology (002688) closed at 7.53, up 6.06% with a trading volume of 875,700 shares and a turnover of 651 million yuan [1] - Other notable performers included *ST Lvkang (002868) with a 5.02% increase, and Shunlian Biology (688098) with a 1.78% increase [1] - The overall trading data for the animal health sector is summarized in the provided table [1] Capital Flow - The animal health sector saw a net inflow of 26.58 million yuan from institutional investors, while retail investors experienced a net outflow of 7.06 million yuan [2] - The detailed capital flow for individual stocks indicates varying levels of institutional and retail participation [3] Individual Stock Analysis - Jinhe Biology had a net inflow of 88.59 million yuan from institutional investors, while retail investors showed a net outflow of 37.91 million yuan [3] - Other stocks like Kexin Biology (688526) and *ST Lvkang (002868) also experienced mixed capital flows, with significant retail outflows [3]

Core Points - The total number of shares released from restrictions is 1,620,000, accounting for 1.4547% of the company's total share capital, with the trading date set for September 2, 2025 [1] - The reasons for the release of restrictions include annual releases for directors, supervisors, and senior management, as well as voluntary releases and other specific reasons [1] - After the release of restrictions, the total share capital of the company will be 111,360,400 shares, with 70,630,900 shares (63.4255%) being unrestricted and 40,729,500 shares (36.5745%) being restricted [1] Detailed Summary - The company guarantees the authenticity, accuracy, and completeness of the announcement content, taking legal responsibility for any misrepresentation or omissions [1] - The details of the restricted shares include that there are no outstanding commitments from the shareholders applying for the release, and there are no non-operational fund occupation situations concerning the company [2] - The company confirms that there are no violations or damages to the company's interests related to the shareholders applying for the release of restrictions [2]

（文章来源：证券日报） 证券日报网讯 8月28日晚间，大禹生物发布公告称，本次股票解除限售数量总额为1，620，000股，占 公司总股本1.4547%，可交易时间为2025年9月2日。 ...