登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603477 证券简称：巨星农牧 公告编号：2025-028 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5%以上股东权益变动超过1%暨减持股份结果公告 本公司董事会、全体董事及相关股东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： ● 5%以上股东持股的基本情况 本次减持计划实施前，乐山巨星农牧股份有限公司（以下简称"公司"）5%以上股东四川和邦投资集团 有限公司（以下简称"和邦集团"）持有公司股份83,349,502股，占当时公司总股本比例的16.34%；贺正 刚先生持有公司股份21,210,000股，占公司当时总股本比例的4.16%。贺正刚先生持有和邦集团99%股 权，系和邦集团的控股股东，与和邦集团互为一致行动人。和邦集团持有的公司股份来源为首次公开发 行股票并上市前取得的股份，该部分股份均为无限售条件流通股。 ● 减持计划的实施结果情况 2025年3月12日，公司披露了《乐山巨星农牧股份有限公司5%以上股东减持股份计划公告》（公告编 号：2 ...

乐山巨星农牧股份有限公司 简式权益变动报告书 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理 办法》《公开发行证券的公司信息披露内容与格式准则第15号——权益变动报告 书》及相关法律、法规和规范性文件编写本权益变动报告书（以下简称"本报告 书"）。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》、《上市公司收购管理办法》的规定， 本报告书已全面披露信息披露义务人在乐山巨星农牧股份有限公司（以下简称 "巨星农牧"）中拥有权益的股份变动情况；截至本报告书签署之日，除本报告 书披露的信息外，上述信息披露义务人没有通过任何其他方式增加或减少其在巨 星农牧中拥有权益的股份。 四、本次权益变动是根据本报告书所载明的资料进行的。信息披露义务人没 有委托或者授权其他任何人提供未在本报告书列载的信息和对本报告书做出任 何解释或者说明。 | 上市公司名称： | 乐山巨星农牧股份有限公司 | | --- | --- | | 上市地点： | 上海证券交易所 | | 股票简称： | 巨星农牧 | | 股票 ...

| 证券代码：603477 | 证券简称：巨星农牧 | 公告编号：2025-028 | | --- | --- | --- | | 债券代码：113648 | 债券简称：巨星转债 | | 本次权益变动的原因 和邦集团实施此前披露的股份减持计划，以集中竞价交易方式和大宗交易方 式合计减持公司股份10,200,700股，累计持股变动达 2%，涉及信息披露义务人披 露简式权益变动报告书，未触及要约收购。 乐山巨星农牧股份有限公司 5%以上股东权益变动超过 1%暨减持股份结果公告 本公司董事会、全体董事及相关股东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： 5%以上股东持股的基本情况 本次减持计划实施前，乐山巨星农牧股份有限公司（以下简称"公司"）5% 以上股东四川和邦投资集团有限公司（以下简称"和邦集团"）持有公司股份 83,349,502 股，占当时公司总股本比例的 16.34%；贺正刚先生持有公司股份 21,210,000 股，占公司当时总股本比例的 4.16%。贺正刚先生持有和邦集团 99% 股权，系和邦集团的控股股东，与和邦集团 ...

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"、"本公司"）股票于 2025 年 4 月 7 日、4 月 8 日、4 月 9 日连续 3 个交易日内日收盘价格涨幅偏离值 累计超过 20%，根据上海证券交易所的相关规定，属于股票交易异常波动情形。 | 证券代码：603477 | 证券简称：巨星农牧 | 公告编号：2025-027 | | --- | --- | --- | | 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 股票交易异常波动公告 经公司自查，并书面向公司控股股东和实际控制人征询，截至本公告披 露日，确认不存在应披露而未披露的重大事项。 （三）媒体报道、市场传闻、热点概念情况 公司股价近期涨幅较大，敬请广大投资者注意二级市场交易风险，理性 决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票于 2025 年 4 月 7 日、4 月 8 日、4 月 9 日连续 3 个交易日内收日盘 价格涨幅偏离值累计超过 20%。根据 ...

一、作为贵公司的控股股东,截止至目前为止,不存在涉及贵公司应披露而 未披露的重大事项，包括但不限于重大资产重组、股份发行、收购、债务重组、 业务重组、资产剥离、资产注入、股份回购、股权激励、破产重整、重大业务合 作、引进战略投资者等对贵公司股票价格产生较大影响的重大事项 乐山巨星农牧股份有限公司: 贵公司发来的《乐山巨星农牧股份有限公司关于股票交易异常波动的问询函》 业已收到,经我司认真自查,现回复如下: 二、在本次股票交易异常波动期间，本公司不存在买卖贵公司股票的情形。 特此回复。 关于乐山巨星农牧股份有限公司 关于股票交易异常波动的问询函的回复 贵公司发来的《乐山巨星农牧股份有限公司关于股票交易异常波动的问询函》 业已收到，经本人认真自查，现回复如下： 一、作为贵公司的实际控制人，截止至目前为止，不存在涉及贵公司应披露 而未披露的重大事项，包括但不限于重大资产重组、股份发行、收购、债务重组、 业务重组、资产剥离、资产注入、股份回购、股权激励、破产重整、重大业务合 作、引进战略投资者等对贵公司股票价格产生较大影响的重大事项。 二、在本次股票交易异常波动期间，本人不存在买卖贵公司股票的情形。 特此回复。 (以 ...

External Logic - The recent increase in tariffs by the US has led to a significant rise in agricultural prices, with the agricultural sector acting as a countermeasure to the tariffs [1][3] - The Wind反关税指数 surged by 11% on April 8, 2025, with the agriculture, forestry, animal husbandry, and fishery sectors making up the majority of this index [1] Internal Logic - The supply-demand dynamics in the livestock sector are expected to improve, particularly due to the ongoing "pig cycle," which indicates a cyclical change in pig prices [5] - As of February 2025, the number of breeding sows in China has decreased by nearly 7% since early 2023, indicating a trend of capacity reduction [5][7] Policy Perspective - The "Accelerating the Construction of an Agricultural Power Plan (2024-2035)" outlines a comprehensive strategy to enhance food security and modernize agricultural practices, with significant progress expected by 2027 [7] Profitability - The recovery in pig prices has positively impacted the financial performance of livestock companies, with牧原股份 reporting a revenue of 137.947 billion yuan in 2024, a year-on-year increase of 24.43% [8] - Other companies in the sector, such as温氏股份 and巨星农牧, have also seen substantial growth in net profits [9] Institutional Insights - According to开源证券, the tariff escalation is expected to benefit domestic agricultural prices, particularly pig prices, due to rising raw material costs and the impact of imported meat [11] - Long江证券 suggests that while the industry may be entering a phase of declining prices due to increased supply, the current low valuations present investment opportunities [11] ETF Overview - The畜牧养殖ETF (516670) closely tracks the中证畜牧养殖指数, which covers over 60% of the pig farming industry chain, including upstream and downstream components such as vaccines and feed [11]

证券时报·数据宝统计显示，巨星农牧今日收盘价为23.10元，上涨10.00%，日换手率为11.43%，成交额 为12.88亿元，全天主力资金净流出12.02万元，近5日该股累计上涨19.26%，近5日资金合计净流入 1678.50万元。 两融数据显示，该股最新融资余额为2.09亿元，近5日增加2798.54万元，增幅为15.43%。（数据宝） 4月8日巨星农牧大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 62.00 | 1197.84 | 19.32 | -16.36 | 中信证券股份有限公司南京 | 华西证券股份有限公司成 | | | | | | 双龙大道证券营业部 | 都龙腾东路证券营业部 | | 58.00 | 1120.56 | 19.32 | -16.36 | 中信证券股份有限公司徐州 | 华西证券股份有限公司成 | | | | | | 建国西路证券营业部 | ...

Core Viewpoint - The poultry sector is experiencing a significant surge, with various companies in the chicken industry showing strong performance and potential for growth due to favorable market conditions and recovery in poultry prices. Company Summaries - **Xiangjia Co., Ltd. (002982.SZ)**: Current price is 25.81 CNY, with a three-day consecutive increase of 10.02%. The company has a market capitalization of 2.39 billion CNY and is a leader in the yellow feathered chicken industry, covering breeding, farming, slaughtering, and fresh poultry sales. A strong trading volume of 30.22% indicates active speculation in the market, with a turnaround in profitability and a bullish technical pattern reinforcing upward momentum [1]. - **Huaying Agriculture (002321.SZ)**: Current price is 2.77 CNY, with a first limit-up of 9.92%. The market capitalization stands at 5.88 billion CNY. The company has eight major chicken farms with ongoing capacity release, and net inflow from institutional investors exceeded 50 million CNY. A moderate turnover rate of 6.84% suggests that its low price is attracting risk-averse capital, with recovering poultry prices providing room for valuation recovery [2]. - **Juxing Agriculture (603477.SS)**: Current price is 23.10 CNY, with a first limit-up of 10.00%. The market capitalization is 11.78 billion CNY. This integrated feed and farming enterprise has over 40% of its business in yellow feathered chickens. A turnover rate of 11.43%, along with rising volume and price, indicates strong market interest, and the spillover effect from the pig farming sector is notable [3]. - **Yisheng Livestock (002458.SZ)**: Current price is 10.34 CNY, with a first limit-up of 10.00%. The market capitalization is 7.74 billion CNY. The company is a dominant player in white feathered chicken breeding, with its proprietary "Yisheng 909" variety breaking international monopolies. A stable turnover rate of 9.10% reflects institutional investment interest, and the limited introduction of grandparent stock enhances the premium pricing ability of its seedlings [4]. - **Tangrenshen (002567.SZ)**: Current price is 5.27 CNY, with a first limit-up of 10.02%. The market capitalization is 7.54 billion CNY. The company controls the chicken seed supply chain in Hunan through Jitai Agriculture, with a high turnover rate of 14.40% indicating accelerated expectations of profitability recovery. The decline in feed costs combined with rising chicken prices creates a dual positive effect [5]. - **Ronioushan (000735.SZ)**: Current price is 6.49 CNY, with a first limit-up of 10.00%. The market capitalization is 7.47 billion CNY. The company operates the entire value chain for Wenchang chicken, with a moderate turnover rate of 9.59% highlighting the rarity of regional specialty breeds. The policy benefits from the Hainan Free Trade Port are aiding the upgrade of high-end poultry consumption [6].

Group 1 - The company reported sales of 339,000 pigs in March 2025, including 326,200 commercial pigs, 12,300 piglets, and 400 breeding pigs, generating revenue of 593 million yuan [1] - For the first quarter of 2025, the company provided sales data for its pig farming business, although specific figures were not detailed in the announcement [1] - The sales data is based on internal statistics and is unaudited, which may differ from figures in regular reports, and is intended as a reference for investors [1] Group 2 - The pig farming industry faces systemic risks from significant price fluctuations and animal diseases, which are external factors that can substantially impact the company's operational performance [2]

| 证券代码：603477 | 证券简称：巨星农牧 | 公告编号：2025-026 | | --- | --- | --- | | 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 3 月养殖业务销售情况简报 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。 乐山巨星农牧股份有限公司（以下简称"公司"）现将 2025 年 3 月养殖业 务销售情况披露如下： | | 月份 | | | 生猪销售量 | 生猪销售收入 | | 商品猪销价 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | （万头） | （亿元） | | （元/公斤） | | | | | 当月 | 累计 | 当月 | 累计 | 当月 | | 2025 | 年 | 1 月 | 25.37 | 25.37 | 4.83 | 4.83 | 15.65 | | 2025 | 年 | 2 月 | 24.03 | 49.40 | 4.47 | 9.29 | 14.8 ...