Core Points - The company has announced the first grant of stock options under the 2024 stock option incentive plan, with the first exercise period set from June 6, 2025, to June 5, 2026 [1] - A restriction on the exercise period is established from August 11, 2025, to August 25, 2025, during which all incentive recipients will be restricted from exercising their options [2] - The company will apply to the China Securities Depository and Clearing Corporation Limited Shanghai Branch for the relevant matters regarding the restriction on exercising options [2] Summary by Sections - **Stock Option Incentive Plan**: The company is implementing a stock option incentive plan for 2024, with the first exercise period defined [1] - **Exercise Restrictions**: A specific restriction period for exercising options has been set, limiting all recipients from exercising during this timeframe [2] - **Regulatory Compliance**: The company will ensure compliance with regulations by applying for necessary procedures related to the restriction on exercising options [2]

Core Insights - The feed sector experienced a rise of 0.99% on August 4, with Zhongchong Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Summary by Category Stock Performance - Zhongchong Co., Ltd. (002891) closed at 58.43, with a gain of 6.33% and a trading volume of 116,900 shares, amounting to a transaction value of 677 million yuan [1] - Other notable performers include: - Guobao Pet (301498) at 92.49, up 2.09% [1] - Petty Co., Ltd. (300673) at 15.75, up 2.01% [1] - Lusi Co., Ltd. (832419) at 21.76, up 1.82% [1] Capital Flow - The feed sector saw a net inflow of 15.24 million yuan from institutional investors, while retail investors contributed a net inflow of 7.74 million yuan [2] - Notable capital flows for specific stocks include: - Zhongchong Co., Ltd. with a net inflow of 48.16 million yuan from institutional investors [3] - Guobao Pet with a net inflow of 19.14 million yuan from institutional investors [3] - Dabeinong (002385) with a net inflow of 2.24 million yuan from institutional investors [3]

证券代码：603151 证券简称：邦基科技 公告编号：2025-066 特此公告。 山东邦基科技股份有限公司 关于2024年股票期权激励计划首次授予股票期权 第一个行权期限制行权期间的提示性公告 山东邦基科技股份有限公司董事会 2025年8月5日 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个别及连带责任。 一、公司2024年股票期权激励计划首次授予股票期权（期权代码：1000000655） 第一个行权期实际行权期间为2025年6月6日至2026年6月5日，目前尚处于行权阶段。 二、本次限制行权期为2025年8月11日至2025年8月25日，在此期间全部激励对 象将限制行权。 三、公司将按照有关规定及时向中国证券登记结算有限责任公司上海分公 司申请办理限制行权相关事宜。 山东邦基科技股份有限公司（以下简称"公司"）根据《上市公司股权激励管 理办法》《上海证券交易所上市公司自律监管指南第2号—业务办理》《山东邦基 科技股份有限公司2024年股票期权激励计划（草案）》及中国证券登记结算有限责 任公司上海分公司关于股票期权自主行权的相关规定 ...

Core Insights - The report from Huaxin Securities indicates that Bangji Technology's feed business is experiencing significant growth, and the recent acquisition marks a substantial step towards transforming the company from a single feed supplier to a comprehensive service provider in the aquaculture industry [1] Group 1: Business Performance - The feed business is showing a trend of both volume and profit increase, establishing a stable foundation and cash flow for the company [1] - The integration and development of the aquaculture business will open new growth opportunities and create synergies with the feed business [1] Group 2: Financial Projections - Based on cautious considerations, the report does not factor in the acquisition's impact on the company's performance and equity [1] - Revenue projections for the years 2025 to 2027 are estimated at 4.328 billion, 5.417 billion, and 6.613 billion yuan respectively, with EPS forecasts of 0.80, 1.42, and 2.01 yuan [1] Group 3: Investment Rating - The positive outlook on the feed business and the promising prospects of the aquaculture business integration support a "buy" rating for the company [1]

Group 1 - The stock price of Bangji Technology closed at 24.33 yuan on July 31, down by 0.51 yuan, a decrease of 2.05% from the previous trading day [1] - The company primarily engages in the production and sale of animal feed, operating within the agriculture, animal husbandry, and fishery industry, with products including pig and poultry feed, mainly in Shandong and surrounding areas [1] - As of July 30, the number of shareholders increased to 9,014, up by 892 from 8,122 on July 17, representing a growth rate of 10.98% [1] Group 2 - The average number of circulating shares held by each shareholder decreased from 10,100 shares to 9,142 shares, with an average circulating market value of 227,100 yuan [1] - On July 31, the net outflow of main funds was 230,100 yuan, accounting for 0.01% of the circulating market value [1]

证券日报网讯邦基科技7月31日在互动平台回答投资者提问时表示，截至2025年7月30日，公司的股东数 是9014户，与最近一期互动中回复的2025年7月17日公司的股东数8122户相比，增加892户。 （文章来源：证券日报） ...

Group 1 - The stock price of Bangji Technology as of July 30, 2025, is 24.84 yuan, reflecting an increase of 0.06 yuan or 0.24% from the previous trading day [1] - The opening price on the same day was 24.95 yuan, with a highest price of 25.96 yuan and a lowest price of 24.70 yuan, resulting in a trading volume of 43,600 hands and a transaction amount of 110 million yuan [1] - Bangji Technology operates in the agriculture, animal husbandry, and fishery sector, focusing on the research, production, and sales of animal feed, primarily serving the pig farming industry [1] Group 2 - The company's product offerings include pig feed, poultry feed, and ruminant feed, with a market presence across various regions in China [1] - As of July 20, the number of shareholders for Bangji Technology was 8,122, which represents a decrease of 25.36% compared to July 10 [1] - On July 30, the net inflow of main funds into Bangji Technology was 6.3818 million yuan, accounting for 0.31% of the circulating market value [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688156 | 路德环境 | 19.90 | -0.60% | 2.99万 | 5997.77万 | | 000702 | 正虹科技 | 7.74 | -0.26% | 9.86万 | 7639.84万 | | 603363 | 傲农生物 | 3.84 | 0.00% | 19.13万 | 7337.09万 | | 002567 | 唐人神 | 4.91 | 0.00% | 34.29万 | 1.69 Z | | 300673 | 佩蒂股份 | 15.75 | 0.06% | 4.10万 | 6458.42万 | | 832419 | 路斯股份 | 21.60 | 0.19% | 1.58万 | 3414.24万 | | 002385 | 大北农 | 4.21 | 0.24% | 120.64万 | 5.08亿 | | 603151 | 邦基科技 | 24.84 | 0.24% | 4.36万 | 1.10亿 | | 002100 | 天康生物 ...

Market Overview - The feed sector experienced a decline of 1.07% on July 29, with Lude Environment leading the drop [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Individual Stock Performance - Lude Environment (688156) closed at 20.02, down 2.58% with a trading volume of 34,800 shares and a transaction value of 69.87 million [1] - Other notable declines include: - Lusi Co. (832419) down 2.18% to 21.56 - Zhongchong Co. (002891) down 1.95% to 54.19 - Bangji Technology (603151) down 1.86% to 24.78 [1] Capital Flow Analysis - The feed sector saw a net outflow of 201 million from institutional investors, while retail investors contributed a net inflow of 96.49 million [1] - Specific stock capital flows include: - Jin Xin Nong (002548) with a net inflow of 10.17 million from institutional investors [2] - He Feng Co. (603609) with a net inflow of 5.69 million from institutional investors [2] - Petty Co. (300673) experienced a net outflow of 54,400 from institutional investors [2]

Summary of Key Points Core Viewpoint - A total of 734 stocks reported their latest shareholder numbers as of July 20, with 337 stocks showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Changes - Among the 734 stocks, 38 stocks experienced a decline in shareholder numbers exceeding 10% [3]. - The stock with the largest decline in shareholder numbers was Jin Yi Culture, which saw a decrease of 27.56% to 124,196 shareholders, alongside a cumulative drop of 15.33% in its stock price since the concentration of shares [3][4]. - Chuang Yi Tong followed closely with a 27.39% decrease in shareholder numbers, totaling 14,176, and a cumulative decline of 6.06% in its stock price [3][4]. Group 2: Performance of Concentrated Stocks - Stocks with concentrated holdings outperformed the Shanghai Composite Index, with 46% of these stocks achieving excess returns compared to the index [2]. - The average increase for concentrated stocks since July 1 was 5.04%, surpassing the Shanghai Composite Index's increase of 4.33% during the same period [2]. Group 3: Industry Performance - The industries with the highest concentration of stocks included machinery, basic chemicals, and electronics, with 39, 36, and 27 stocks respectively [3]. - Notable performers among concentrated stocks included Shen Shui Gui Yuan, Kang Hong Pharmaceutical, and Top Cloud Agriculture, with increases of 56.23%, 38.54%, and 37.29% respectively since July 11 [3]. Group 4: Earnings Reports - Among the concentrated stocks, *ST Ling Da reported the highest year-on-year net profit growth of 37.56% [4]. - Four stocks released preliminary earnings reports, with Bai Long Chuang Yuan and Guo Yuan Securities showing net profit growth rates of 42.68% and 40.44% respectively [4]. - A total of 102 stocks provided earnings forecasts, with 29 expecting profit increases and 9 expecting to turn profitable [4]. Group 5: Notable Stocks with Declining Shareholder Numbers - Other stocks with significant declines in shareholder numbers included Yi Hao New Materials (-26.86%), Bang Ji Technology (-25.36%), and Hui Zhong Shares (-24.28%) [4][5]. - The overall trend indicates a potential shift in investor sentiment towards these companies, as evidenced by the significant outflows of capital during the observed period [3][4].