Core Viewpoint - Leshan Juxing Agricultural and Animal Husbandry Co., Ltd. is set to hold a half-year performance briefing on September 1, 2025, to discuss its operational results and financial status for the first half of 2025, allowing investors to engage in Q&A sessions [2][3][4]. Group 1: Meeting Details - The performance briefing will take place on September 1, 2025, from 11:00 to 12:00 [4][5]. - The meeting will be conducted via the Shanghai Stock Exchange Roadshow Center, utilizing an online interactive format [3][4]. - Investors can participate by logging into the Roadshow Center website [6]. Group 2: Investor Participation - Investors can submit questions from August 25, 2025, to August 29, 2025, by accessing the "Pre-Question Collection" section on the Roadshow Center website or via the company's email [2][6]. - The company will address commonly asked questions during the briefing [2][6]. - Contact information for inquiries includes the company’s board office phone and email [6].

| 证券代码：603477 | 证券简称：巨星农牧 | 公告编号：2025-076 | | --- | --- | --- | | 债券代码：113648 | 债券简称：巨星转债 | | 乐山巨星农牧股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 乐山巨星农牧股份有限公司（以下简称"公司"）将于 2025 年 8 月 30 日发 布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半 年度经营成果、财务状况，公司计划于 2025 年 09 月 01 日（星期一）11:00-12:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 三、 参加人员 董事长：段利锋 总经理：唐春祥 董事会秘书：张耕 财务总监：陈丽青 独立董事：章模英、邹雪梅 四、 投资者参加方式 （一）投资者可在 2025 年 09 月 01 日 （星期一） 11:00-12:00，通过互联 网登录上证路演中心（https://roadsh ...

Group 1 - The central government will soon initiate the reserve collection of frozen pork to stabilize the pork market due to increased supply and a slight decline in prices [1] - The average pig-to-grain price ratio has dropped below 6:1, indicating a need for intervention to maintain market stability [1] - The China Livestock Breeding Index (930707) has shown a slight increase of 0.14%, with key stocks like Shennong Group and Haida Group experiencing gains [1] Group 2 - In the second half of 2025, supply pressure is expected to be significant, with policies aimed at high-quality development and capacity control to stabilize prices [2] - The top ten weighted stocks in the China Livestock Breeding Index account for 64.83% of the index, indicating concentrated market performance [2] - The livestock ETF closely tracks the China Livestock Breeding Index, reflecting the overall performance of listed companies in the livestock sector [2]

来源：金融界 天眼查显示，近日，东海县巨星农牧有限公司成立，法定代表人为任建明，注册资本500万人民币，由 乐山巨星农牧股份有限公司全资持股。 序号股东名称持股比例1乐山巨星农牧股份有限公司100% 经营范围含许可项目：种畜禽生产；种畜禽经营；动物无害化处理；牲畜饲养；牲畜屠宰；动物饲养； 生猪屠宰；饲料生产；饲料添加剂生产（依法须经批准的项目，经相关部门批准后方可开展经营活动， 具体经营项目以审批结果为准）畜禽粪污处理利用；畜禽委托饲养管理服务；技术推广服务；技术服 务、技术开发、技术咨询、技术交流、技术转让、技术推广；畜禽收购；牲畜销售；食用农产品初加 工；肥料销售（除依法须经批准的项目外，凭营业执照依法自主开展经营活动） 企业名称东海县巨星农牧有限公司法定代表人任建明注册资本500万人民币国标行业农、林、牧、渔业 >畜牧业>牲畜饲养地址江苏省连云港市东海县驼峰乡富民西路1号香墅湾花园35-102铺企业类型有限责 任公司营业期限2025-8-20至无固定期限登记机关东海县政务服务管理办公室 ...

金融界消息 截至2025年8月19日收盘，巨星农牧（603477）报收于20.87元，上涨0.34%，换手率 2.67%，成交量13.64万手，成交金额2.85亿元。 巨星农牧最新一期业绩显示，截至2025一季报，公司营业总收入16.45亿元、同比增长73.45%，归属净 利润1.30亿元，同比增长193.91%，扣非净利润1.32亿元，同比增长217.81%，流动比率0.814、速动比率 0.209、资产负债率62.88%。 天眼查商业履历信息显示，乐山巨星农牧股份有限公司，成立于2013年，位于乐山市，是一家以从事科 技推广和应用服务业为主的企业。企业注册资本50610.2102万人民币，实缴资本14000万人民币。公司 法定代表人为段利锋。 通过天眼查大数据分析，乐山巨星农牧股份有限公司共对外投资了31家企业，参与招投标项目10次，知 识产权方面有商标信息20条，此外企业还拥有行政许可60个。 来源：金融界 资金流向方面，今日主力资金净流入1180.37万元，占比成交额4.14%。其中，超大单净流出250.95万 元、占成交额0.88%，大单净流入1431.32万元、占成交额5.03%，中单净流出流出3 ...

Investment Rating - The report maintains a "Recommended" rating for the agricultural, forestry, animal husbandry, and fishery industry [5][63]. Core Insights - The report highlights the ongoing recovery in the pig farming sector, the potential for valuation reassessment, and the strong growth in the pet economy, particularly for domestic brands [5][63]. Summary by Sections 1. Swine Industry - The average price of pigs as of August 14, 2025, is 13.74 CNY/kg, with a week-on-week decrease of 0.28 CNY/kg. The price of 15 kg piglets is 484 CNY/head, down 33 CNY/head from the previous week [12]. - The report suggests that the swine industry is moving towards a self-regulatory and stabilizing phase, with top companies like Wens Foodstuffs, Muyuan Foods, and Juxing Agriculture being recommended for investment [12][5]. 2. Poultry Industry - The report notes a decline in poultry prices, with the average price of broiler chickens at 3.60 CNY/kg, remaining stable week-on-week. The report recommends companies like San Nong Development and Lihua Shares [21][22]. 3. Animal Health - The animal health sector is experiencing a recovery, with companies like Huayuan Biological, Reap Biological, and Placo showing improved performance. The approval of mRNA vaccines for veterinary use is seen as a significant technological advancement [33][5]. 4. Planting Industry - The report indicates an increase in soybean meal prices, with the average price reaching 3092 CNY/ton, up 2.8% week-on-week. Companies involved in transgenic seed commercialization are recommended for investment [38][42]. 5. Feed Industry - Feed prices are fluctuating, with the price for fattening pig feed at 3.34 CNY/kg, down 0.3% month-on-month. The report suggests that the feed industry is likely to see increased concentration, recommending companies like Haida Group [44][46]. 6. Pet Industry - The pet economy is booming, with the market size for pet consumption in urban areas projected to reach 300.2 billion CNY in 2024, growing by 7.5%. Companies like Guobao Pet, Zhongchong Shares, and Petty Shares are recommended for investment [53][54].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report highlights that a new round of price increases for pigs may gradually begin, with the African swine fever vaccine opening growth opportunities for the animal health sector [4][5] - The report emphasizes that the investment logic for live pigs is marginally improving, supported by both fundamental and policy factors, with recommendations for specific companies [5][31] Summary by Sections Weekly Observation - As of August 15, 2025, the national average price of live pigs is 13.73 CNY/kg, with a week-on-week increase of 0.06 CNY/kg but a year-on-year decrease of 7.44% [4][13] - The price premium for 150kg fat pigs over 120kg standard pigs is 0.28 CNY/kg, indicating a tightening supply [4][13] Weekly Market Performance (August 11-15) - The agricultural sector underperformed the market by 1.84 percentage points, with the agricultural index down 0.14% while the Shanghai Composite Index rose by 1.70% [6][35] - Key stocks that led the gains include COFCO Sugar (+41.04%), Shunli Biological (+13.97%), and Xiaoming Co. (+8.86%) [6][35] Price Tracking (August 11-15) - The average price of live pigs on August 15 is 13.76 CNY/kg, a slight increase from the previous week [6][46] - The average price of piglets is 28.87 CNY/kg, showing a decrease of 5.03% from the previous week [6][46] - The average price of white feathered chickens is 7.20 CNY/kg, with a week-on-week increase of 0.84% [6][51] Key News (August 11-15) - The central government allocated 1.146 billion CNY for agricultural disaster relief, supporting major grain-producing provinces [6][41]

证券之星消息，8月15日养殖业板块较上一交易日上涨0.06%，晓鸣股份领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。养殖业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300967 | 晓鸣股份 | 23.23 | 5.21% | 17.57万 | 4.00亿 | | 300313 | *ST天山 | 10.82 | 3.94% | 7.72万 | 8213.04万 | | 002321 | 华英农业 | 2.70 | 1.50% | 24.16万 | 6466.10万 | | 300761 | 立华股份 | 20.12 | 1.16% | 6.76万 | 1.36亿 | | 002124 | 天邦食品 | 2.99 | 1.01% | 25.58万 | 7616.79万 | | 002234 | 民和股份 | 9.08 | 1.00% | 8.37万 | 7600.72万 | | 002458 | 益生股份 | ...

证券代码：603477 证券简称：巨星农牧 公告编号：2025-074 债券代码：113648 债券简称：巨星转债 乐山巨星农牧股份有限公司2025年7月份担保情况的公告 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、准确性和完整性承担法律责任。 重要内容提示： ● 担保对象及基本情况 2025年2月26日，巨星农牧与中信银行股份有限公司成都分行签署了《最高额保证合同》，为公司子公 司泸县巨星农牧科技有限公司在该行银行承兑汇票提供连带责任保证担保，担保金额为人民币1,400.00 万元。 2025年5月19日，巨星农牧与乐山市商业银行股份有限公司五通支行签署了《最高额保证担保合同》， 为公司子公司巨星有限在该行银行承兑汇票提供连带责任保证担保，担保金额为人民币3,500.00万元。 2025年6月19日，巨星农牧与平安银行股份有限公司成都分行签署了《最高额保证担保合同》，为公司 子公司剑阁巨星农牧有限公司在该行银行承兑汇票提供连带责任保证担保，担保金额为人民币840.00万 元。 2025年6月20日，巨星农牧与上海浦东发展银行股份有限公司成都分行签署了 ...

北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话：010-88004488/66090088 传真：010-66090016 邮编：100005 北京国枫律师事务所 关于乐山巨星农牧股份有限公司 国枫律股字[2025]A0389 号 律师同意将本法律意见书随贵公司本次会议决议一起予以公告。 致：乐山巨星农牧股份有限公司（贵公司） 北京国枫律师事务所（以下简称"本所"）接受贵公司的委托，指派律师出席并见 证贵公司 2025 年第一次临时股东大会（以下简称"本次会议"）。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》（以下简称 "《股东会规则》"）、《律师事务所从事证券法律业务管理办法》（以下简称"《证券法律 业务管理办法》"）、《律师事务所证券法律业务执业规则（试行）》（以下简称"《证券法 律业务执业规则》"）等相关法律、行政法规、规章、规范性文件及《乐山巨星农牧股份 有限公司章程》（以下简称"《公司章程》"）的规定，就本次会议的召集与召开程序、 召集人资格、出席会议人员资格、会议表决程序及表决结果等 ...