截至7月18日收盘，禽流感概念下跌0.90%，位居概念板块跌幅榜前列，板块内，之江生物、生物股 份、中牧股份等跌幅居前，股价上涨的有10只，涨幅居前的有蔚蓝生物、联环药业、温氏股份等，分别 上涨1.38%、0.66%、0.53%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600201 | 生物股份 | -5.56 | 11.26 | -12796.79 | | 002317 | 众生药业 | -0.45 | 8.88 | -9342.33 | | 600129 | 太极集团 | -0.27 | 1.82 | -3518.13 | | 688317 | 之江生物 | -7.07 | 7.87 | -3351.04 | | 002688 | 金河生物 | -1.59 | 3.95 | -2607.30 | | 600195 | 中牧股份 | -3.90 | 3.67 | -2531.73 | | 300119 | 瑞普生物 | -1.51 | 5.00 | -2204.22 | | 00099 ...

证券代码：600129 证券简称：太极集团 公告编号：2025-056 重庆太极实业（集团）股份有限公司 关于回购股份事项前十大股东和前十大无 限售条件股东持股情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依 法承担法律责任。 上海高毅资产管理合伙企业（有限合 伙）－高毅邻山 1 号远望基金 金 中国工商银行股份有限公司－富国研 究精选灵活配置混合型证券投资基金 招商银行股份有限公司－南方中证 重庆太极实业（集团）股份有限公司（以下简称：公司）于 2025 年 7 月 16 日召开第十届董事会第三十次会议，审议通过了《 <关于以> 集中竞价交易方式回购公司股份预案>的议案》，具体内容详见公司 海证券报》及上海证券交易所网站（www.sse.com.cn）披露的《关于 以集中竞价交易方式回购股份的预案》（公告编号 2025-053）。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律 监管指引第 7 号——回购股份》等相关规定，现将董事会公告回购股 份决议的前一个交易日（2025 年 7 月 16 日）登记在册的前十大股东 ...

证券代码：600129 证券简称：太极集团 公告编号：2025-056 重庆太极实业（集团）股份有限公司 关于回购股份事项前十大股东和前十大无 限售条件股东持股情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依 法承担法律责任。 重庆太极实业（集团）股份有限公司（以下简称：公司）于 2025 年 7 月 16 日召开第十届董事会第三十次会议，审议通过了《<关于以 集中竞价交易方式回购公司股份预案>的议案》，具体内容详见公司 2025 年 7 月 17 日在《中国证券报》《证券时报》《证券日报》《上 海证券报》及上海证券交易所网站（www.sse.com.cn）披露的《关于 以集中竞价交易方式回购股份的预案》（公告编号 2025-053）。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律 监管指引第 7 号——回购股份》等相关规定，现将董事会公告回购股 份决议的前一个交易日（2025 年 7 月 16 日）登记在册的前十大股东 和前十大无限售条件股东的名称、持股数量及持股比例公告如下： | 序号 | 股东名称 | 持股数量 ...

证券代码：600129 证券简称：太极集团 公告编号：2025-055 重庆太极实业（集团）股份有限公司 关于公司控股股东股权解押及质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担法律责任。 重要内容提示: 重庆太极实业（集团）股份有限公司（以下简称：公司）控股股 东太极集团有限公司(以下简称：太极有限)持有公司股份 15,381.24 万股，占公司总股本的 27.62%。本次解除质押及再次质押后,太极有 限及其一致行动人累计质押股份 3,634.00 万股，占其所持股份的 23.63%，占公司总股本的 6.53%。 公司于2025年7月18日接太极有限通知，获悉其所持有公司部分 股份办理解除质押和再次质押登记手续，具体事项如下： 1 股东名称 太极集团有限公司 本次解质股份 1,200万股 占其所持股份比例 7.80% 占公司总股本比例 2.15% 解质时间 2025年7月17日 持股数量 15,381.24万股 持股比例 27.62% 剩余被质押股份数量 2,434万股 剩余被质押股份数量占其所持股份比例 15.82% ...

Group 1 - The core viewpoint of the news is that Taiji Group (600129.SH) announced a share repurchase plan to boost market confidence amid significant performance declines [1][2] - The company plans to repurchase shares worth between 80 million yuan and 120 million yuan, with a maximum repurchase price of 28.03 yuan per share, and the repurchase period is set for 12 months from the approval date [1][2] - The estimated number of shares to be repurchased ranges from approximately 285,410 to 428,110 shares, accounting for about 0.51% to 0.77% of the company's total share capital [1] Group 2 - Taiji Group's stock price has decreased approximately 68% from its peak of 68.14 yuan per share on May 31, 2023, to 21.76 yuan per share as of July 16, 2023 [2] - The company reported a 20.72% year-on-year decline in revenue for 2024, totaling 12.386 billion yuan, and a drastic 96.76% drop in net profit attributable to shareholders, amounting to 26.6527 million yuan [2] - For the first half of 2025, the company anticipates a net profit of approximately 139 million yuan, reflecting a year-on-year decline of about 71.9% [2] Group 3 - Despite the pressure on performance and costs, the company continues to invest in research and development, focusing on product re-development and new product innovation [3] - Taiji Group is also enhancing its marketing reform and operational control while strictly managing shipments to improve sales performance [3] - The company expects non-recurring gains and losses to impact net profit attributable to shareholders by approximately 19 million yuan, a decrease of about 5.5 million yuan compared to the previous year [3]

Group 1 - Yaxin Security plans to reduce its shareholding by up to 3%, totaling no more than 12 million shares, from August 8, 2025, to November 7, 2025 [1] - Shangwei Co. intends to issue up to 180 million shares to its controlling shareholder, raising no more than 1.144 billion yuan for digital upgrades and working capital [1][2] - Anker Innovations is exploring the possibility of overseas share issuance to enhance its global strategy and brand image, with no specific plan confirmed yet [3] Group 2 - AVIC Xi'an Aircraft Industry Group's chairman resigned due to work changes, effective immediately upon submission of the resignation [4] - Tianci Materials signed a procurement cooperation agreement to supply at least 550,000 tons of electrolyte products to Chuangneng New Energy from 2025 to 2030, enhancing market share and profitability [5][6] - Guangshentang's innovative drug GST-HG131 has been included in the list of breakthrough therapies, but this does not guarantee market approval or immediate financial impact [7][8] Group 3 - Chaozhuo Aerospace plans to reduce its shareholding by up to 3%, totaling no more than 896,000 shares, from August 7, 2025, to November 6, 2025 [9] - Taiji Group intends to repurchase shares worth between 80 million and 120 million yuan, with a maximum price of 28.03 yuan per share, to be used for cancellation [11][12] - Xibu Materials plans to invest 125 million yuan in a private placement by its subsidiary to raise 147 million yuan for working capital and loan repayment [13] Group 4 - Shantui Co. plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [14] - *ST Huawang intends to acquire 55.5% of Niwei Power for 666 million yuan, entering the new energy hybrid vehicle sector [15] - Tailin Bio's controlling shareholder plans to reduce its shareholding by up to 1.5%, totaling no more than 1.8195 million shares, for personal funding needs [17] Group 5 - Huicheng Vacuum plans to reduce its shareholding by up to 3%, totaling no more than 3 million shares, from August 7, 2025, to November 6, 2025 [18][19] - Kesi Co.'s actual controller plans to reduce its shareholding by up to 3%, totaling no more than 14.27 million shares, for personal funding needs [20][21] - Zhongchong Co.'s controlling shareholder plans to reduce its shareholding by up to 1.5%, totaling no more than 4.56 million shares, for funding needs [22][23] Group 6 - Shanhigh Environmental plans to raise no more than 718 million yuan through a private placement to supplement working capital and repay bank loans [24][25] - Zhongrong Electric plans to invest 114 million yuan in the construction of the Sinok New Energy Technology Park, expected to be completed by the end of 2027 [26] - Kaisen New Materials' shareholder plans to transfer 4.75% of its shares, totaling 20 million shares, for personal funding needs [27] Group 7 - Xinxin Standard's controlling shareholder plans to reduce its shareholding by up to 3%, totaling no more than 6.7792 million shares, for personal funding needs [28] - Chuhuan Technology plans to invest 9.99 million yuan in a partnership focused on high-end manufacturing, including semiconductors and new materials [29] - Shankai Intelligent's stock will resume trading after a share transfer agreement with Changjiang Aerospace, which will become the controlling shareholder [30]

Industry Overview - Ejiao is a solid glue made from the dried skin or fresh skin of donkeys, known for its health benefits such as blood replenishment and immune enhancement [1][4] - The industry is currently in a growth phase, with over 200 manufacturers in China, and the market is expected to expand due to rising health awareness and disposable income [6][16] Product Classification - Ejiao products can be classified into three categories: medicinal products, health supplements, and food products, with specific regulatory approvals required for each [2] Industry Chain Analysis - The ejiao industry chain consists of donkey breeding (upstream), ejiao production and processing (midstream), and sales channels including hospitals, retail pharmacies, and e-commerce platforms (downstream) [4][5] Market Size and Growth - The ejiao market size in China is projected to reach approximately 29.1 billion yuan by 2024, with a significant increase in production from 7,460 tons in 2019 to 13,768.84 tons in 2024 [13][16] Competitive Landscape - The ejiao market is characterized by a duopoly, with Dong'e Ejiao and Fupai Ejiao dominating the market, holding 70% and 10% market shares respectively [20][21] - The top brands in the ejiao industry include Dong'e Ejiao, Fupai Ejiao, and Tongrentang, with Dong'e Ejiao leading in brand recognition [18][19] Regional Development - Shandong province is a key player in the ejiao industry, with 203 production enterprises and significant government support for industry development [21][23] - The consumption of ejiao is particularly strong in East China, where traditional practices drive demand [24] Industry Trends - The ejiao industry is expected to see a shift towards high-end and differentiated products, with increasing competition as new players enter the market [28] - The market is projected to grow to nearly 40 billion yuan by 2030, with a compound annual growth rate of 5.3% [29]

Group 1 - The rumor of Federal Reserve Chairman Powell being fired by Trump caused significant market fluctuations, with a drop in U.S. stocks and a rise in gold and Bitcoin prices [1][3] - After Trump denied the rumors, U.S. stocks rebounded, with the S&P 500 rising by 0.32%, the Dow Jones by 0.53%, and the Nasdaq by 0.26% [1] - The 2-year U.S. Treasury yield fell by over 7 basis points during the rumor but narrowed its decline after the denial [3] Group 2 - Tesla's stock increased by 3.5% as the Model Y L is set to be delivered this fall [2] - Chip stocks experienced mixed results, with AMD rising by 3% while ASML fell by over 8% [2] - The Nasdaq Golden Dragon China Index fell by 1.41%, with notable movements in Chinese concept stocks [2] Group 3 - The U.S. House Financial Services Committee Chairman stated that there are enough votes to push forward a stablecoin bill [5] - The CEO of a major U.S. bank indicated plans to collaborate with some stablecoin projects [6] Group 4 - Major developments in China's economic policies include initiatives to boost consumption and regulate the electric vehicle industry [9][10] - The Henan provincial government has introduced policies to support mergers and acquisitions for listed companies [10] Group 5 - The tungsten market continues to see price increases, with black tungsten concentrate prices rising by 25% since the beginning of the year [21] - The Ministry of Natural Resources has reduced the tungsten mining quota for 2024 and 2023, indicating tighter supply conditions [21] Group 6 - MiniMax is nearing completion of a new financing round of approximately $300 million, with a post-financing valuation exceeding $4 billion [19] - The company is reportedly seeking an A-share listing, reflecting its commercial potential in the AI sector [19] Group 7 - The Beijing Economic Development Zone has launched a special fund to support 6G technology development, with a maximum funding of 30 million yuan for qualifying enterprises [20] - The initiative aims to establish a leading 6G innovation development area by 2030 [20]

Group 1 - The technology growth and AI sectors, which have undergone sufficient adjustments, are expected to see elastic improvements supported by performance [1][11] - The U.S. stock market showed a rebound with the Dow Jones up 0.53%, Nasdaq up 0.25%, and S&P 500 up 0.32% [4] - Major tech stocks exhibited mixed performance, with Tesla rising 3.5% and Google, Apple, and Nvidia also gaining, while Meta Platforms and Amazon saw declines [4] Group 2 - Goldman Sachs reported Q2 revenue of $14.583 billion, down 28.65% year-on-year, but net profit increased by 22.35% to $3.723 billion [4] - Bank of America experienced a 6.12% decline in Q2 revenue to $34.066 billion, with net profit rising 10.82% to $7.396 billion [4] - Morgan Stanley's Q2 revenue increased by 6.48% to $13.748 billion, with net profit up 26.47% to $4.315 billion [4] Group 3 - The U.S. Producer Price Index (PPI) showed a year-on-year increase of 2.3%, better than market expectations, with no month-on-month change in June [5] - The National Energy Administration reported a record national peak electricity load of 1.506 billion kilowatts, an increase of 0.55 billion kilowatts from the previous year [7] - The Ministry of Industry and Information Technology announced new vehicle product listings, including Tesla's new electric model [7] Group 4 - Pingming Technology expects a net profit increase of 231.79% to 302.89% for the first half of 2025, driven by growth in construction information software revenue and cost control [9] - Taiji Group plans to repurchase shares worth between 80 million and 120 million yuan, with a maximum repurchase price of 28.03 yuan per share [10] - Huayuan Holdings intends to repurchase shares worth between 20 million and 40 million yuan for employee stock ownership plans, with a maximum price of 12.28 yuan per share [11]

Core Viewpoint - The company plans to repurchase shares through a centralized bidding process, with a total amount between 80 million yuan and 120 million yuan, aimed at reducing registered capital and enhancing shareholder value [1][4][10]. Summary by Relevant Sections Repurchase Plan Details - The repurchase amount is set between 80 million yuan (inclusive) and 120 million yuan (inclusive) [1][4]. - The funding source for the repurchase will be the company's own funds or self-raised funds [1][4]. - The maximum repurchase price is capped at 28.03 yuan per share, which is not higher than 130% of the average trading price over the previous 30 trading days [1][7]. - The shares repurchased will be fully canceled to reduce the company's registered capital [1][4][8]. - The repurchase will occur within 12 months from the date the shareholders' meeting approves the plan [1][3]. Shareholder and Management Plans - As of the board resolution date, there are no plans for share reduction by directors, supervisors, major shareholders, or actual controllers in the next 3 to 6 months [2][9]. - The company will ensure compliance with legal disclosure obligations if any share reduction plans arise in the future [2][9]. Implementation Procedures - The board of directors approved the repurchase plan on July 16, 2025, and it will be submitted for shareholder approval [3][4]. - The company will notify creditors and obtain their consent after the shareholders' meeting approves the repurchase plan [3][10]. Financial Impact Analysis - As of December 31, 2024, the company's total assets were 14.058 billion yuan, with current assets at 6.704 billion yuan and net assets attributable to shareholders at 3.492 billion yuan [8]. - The estimated funds required for the repurchase (at the upper limit of 120 million yuan) represent 0.85% of total assets, 1.79% of current assets, and 3.44% of net assets [8]. - The repurchase is not expected to adversely affect the company's daily operations, financial status, or future development [8][11]. Share Structure Changes - The total share capital before the repurchase is 556,890,744 shares, with the repurchase potentially reducing this by approximately 2,854,085 to 4,281,127 shares, representing 0.51% to 0.77% of the total share capital [4][5][6]. - The repurchase will not affect the company's listing status or control structure [8][11]. Authorization for Implementation - The board of directors will seek authorization from the shareholders' meeting to manage the repurchase process, including necessary adjustments to the plan [10].