Market Overview - On September 10, the aquaculture sector rose by 0.06% compared to the previous trading day, with Dongrui Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Key stocks in the aquaculture sector showed varied performance, with Dongrui Co., Ltd. closing at 16.75, up 2.82%, and a trading volume of 51,600 lots, amounting to 84.83 million yuan [1] - Other notable performers included Luoniushan Co., Ltd. at 6.38, up 1.92%, and Fucheng Co., Ltd. at 5.24, up 1.35% [1] Capital Flow - The aquaculture sector experienced a net outflow of 92.32 million yuan from institutional investors, while retail investors saw a net inflow of 270 million yuan [2] - The overall capital flow indicates a shift in investor sentiment, with retail investors increasing their positions despite institutional selling [2] Individual Stock Capital Flow - Luoniushan Co., Ltd. had a net inflow of 21.54 million yuan from institutional investors, while it faced a net outflow of 9.92 million yuan from speculative funds [3] - Other stocks like Juxing Agriculture and Livestock Co. also saw similar trends, with net inflows from retail investors despite overall net outflows from institutional and speculative funds [3]

Group 1 - The company reported that in August 2025, it sold a total of 341,400 pigs, including 202,200 market pigs [2] - The data provided is preliminary and unaudited, and there may be discrepancies with the figures disclosed in regular reports [2] - The company acknowledges potential monthly fluctuations in pig sales due to factors such as animal epidemics, market price volatility, and changes in breeding schedules [2] Group 2 - The company emphasizes that the risks associated with market price changes are inherent and uncontrollable external risks for all pig producers [2] - The designated media for the company's information disclosure includes several financial newspapers and the Shanghai Stock Exchange website [3]

Group 1 - The core point of the announcement is the operational data for August 2025, specifically focusing on the sales of live pigs by Hunan New Wufeng Co., Ltd [1] - In August 2025, the company sold a total of 341,400 live pigs, which includes 202,200 commercial pigs [1] Group 2 - The data provided is unaudited and may differ from the figures disclosed in regular reports, serving only as interim data for investor reference [2] - The company acknowledges potential monthly fluctuations in live pig sales due to factors such as animal epidemics, market price volatility, and changes in breeding schedules [2]

证券日报网讯 9月9日晚间，新五丰发布公告称，2025年8月公司生猪销售情况显示，销售生猪数量34.14 万头，其中销售商品猪20.22万头。2025年8月，销售量同比减少3.83%。 （文章来源：证券日报） ...

Core Viewpoint - The company is focused on optimizing the breeding performance of sows by improving the structure based on variety, health, and age, aiming for an average PSY (Pigs per Sow per Year) exceeding 25 [2] Group 1: Breeding Performance - The company is enhancing the reproductive performance of sows through structural optimization [2] - The introduction of high-performance breeding pigs is expected to increase genetic variation and potential within the breeding population [2] - The improvement in PSY will be reflected in future production cycles as the company progresses with breeding and birthing [2] Group 2: Collaboration and Strategy - The company has partnered with Koplexin to introduce superior breeding stock from France [2] - Future breeding plans will be developed based on market demand, cost control, and product positioning [2]

人民财讯9月9日电，新五丰（600975）9月9日晚间公布8月生猪业务主要经营数据，8月生猪销售量 34.14万头，同比减少3.83%。 ...

证券代码：600975 证券简称：新五丰 公告编号：2025-044 湖南新五丰股份有限公司 2025 年 8 月生猪业务主要经营数据公告 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。 湖南新五丰股份有限公司（以下简称"公司"或"本公司"）现将 2025 年 8 月主要经营数据公告如下： 一、主要经营数据 2、基于动物疫情对生猪行业的影响持续存在、生猪市场价格波动较大以及 公司养殖节奏变化等因素影响，未来公司生猪销量存在月度波动风险。 3、生猪市场价格变动的风险是整个生猪生产行业的系统风险，对任何一家 生猪生产者来讲都是客观存在的、不可控制的外部风险。 三、其他提示 （一）生猪销售情况 1、2025 年 8 月公司生猪销售情况 | 主要产品 | 销售量 | 销售量同比增减 | 商品猪销价 | | --- | --- | --- | --- | | | （万头） | （%） | （元/公斤） | | 生猪 | 34.14 | -3.83 | 14.09 | 2、2025 年 8 月，公司销售生猪数量 34.14 万头，其中：销 ...

智通财经APP讯，新五丰(600975.SH)发布公告，2025年8月，公司销售生猪数量34.14万头，其中：销售 商品猪20.22万头。 ...

新五丰（600975）(600975.SH)发布公告，2025年8月，公司销售生猪数量34.14万头，其中：销售商品猪 20.22万头。 ...

Group 1 - The core viewpoint of the news is that China's preliminary anti-dumping ruling on imported pork from the EU is expected to create a favorable configuration opportunity for the domestic pig farming sector, leading to price increases in the industry [1][2] - The Ministry of Commerce of China announced a preliminary ruling on September 5, 2025, recognizing that imported pork and related products from the EU are being dumped, and will implement temporary anti-dumping measures starting September 10, 2025, with deposit rates ranging from 15.6% to 62.4% [1] - The livestock ETF (159867) rose by 2.60%, reflecting positive market sentiment towards the pig farming sector following the anti-dumping announcement [1] Group 2 - Open Source Securities noted that over 50% of China's imported pork and offal comes from the EU, and the anti-dumping measures may drive domestic pork prices higher, indicating a potential bottoming out of prices [2] - As temperatures cool, demand for pork is expected to improve, leading to tighter market supply of large pigs and an expansion of price differentials for fat pigs [2] - The China Livestock Breeding Index (930707) includes companies involved in livestock feed, veterinary drugs, and breeding, with the top ten weighted stocks accounting for 65.57% of the index [2]