Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The agricultural sector is experiencing a marginal improvement in investment logic for live pigs, driven by both fundamental and policy factors, with expectations of a price increase in the second half of 2025 [26] - The pet sector is witnessing a rise in domestic brands, supported by consumption upgrades and tariff barriers, with a projected market size growth of over 10% annually from 2025 to 2027 [28][29] Summary by Sections Weekly Observation - The national pig price is under pressure due to group weight reduction and increased market supply, with an average price of 14.02 CNY/kg as of August 3, 2025, down 0.57% from the previous week [5][14] - The average weight of pigs sold has decreased to 127.98 kg, reflecting a downward trend due to weight reduction policies and slow growth in high temperatures [16] Weekly Insights - The investment logic for live pigs is improving, with expectations of price support in the second half of 2025 due to a combination of fundamental and policy factors [26] - The feed sector is benefiting from a recovery in domestic livestock and poultry production, with a total feed output expected to reach 1.4 trillion CNY in 2023 [26] Market Performance - The agricultural sector underperformed the broader market by 2.03 percentage points, with the agricultural index declining by 2.97% during the week [30][31] - The animal health sector showed the highest gains, with stocks like Shenlian Biological and Huisheng Biological leading the performance [30] Price Tracking - As of August 1, 2025, the average price for live pigs was 14.33 CNY/kg, with a slight increase of 1.27% from the previous week [42] - The average price for corn was 2,296 CNY/ton, down 0.78% week-on-week, while soybean meal was priced at 3,004 CNY/ton, down 0.69% [60] Key News - The overall situation in China's livestock industry is stable and improving, with a reported production increase of 2.8% in meat output during the first half of 2025 [38] - The number of breeding sows has decreased slightly, indicating a potential reduction in pig supply, which may stabilize prices [38]

Core Viewpoint - Environmental risks are increasingly becoming a significant operational risk for listed companies, impacting both their development and corporate image [6][8]. Group 1: Environmental Violations and Penalties - ST晨鸣控股公司 was fined a total of 462,000 yuan for exceeding water pollution discharge standards [8][10]. - 巨星农牧控股公司 faced a penalty of 305,000 yuan due to construction not adhering to environmental impact assessment requirements, leading to wastewater overflow [10]. - A total of 11 listed companies were identified with environmental risks during the fourth and fifth weeks of July, with 6 of them being state-controlled enterprises [7][8]. Group 2: Regulatory Context and Data Collection - The "A股绿色周报" is published weekly, analyzing environmental information from thousands of listed companies based on data from 31 provinces and 337 cities [5][12]. - The report aims to enhance transparency regarding environmental information in the operational activities of listed companies [5][12]. - The increasing emphasis on ESG (Environmental, Social, and Governance) investment principles highlights the importance of companies' sustainable development capabilities [11][12].

Core Viewpoint - The article highlights the increasing environmental risks faced by listed companies in China, emphasizing the importance of environmental compliance and the potential financial implications of violations [9][10][16]. Group 1: Environmental Violations and Penalties - ST晨鸣控股公司 was fined a total of 46.2 million yuan for exceeding water pollution discharge standards [9][12]. - 巨星农牧控股公司 was penalized 30.5 million yuan for failing to construct according to environmental assessment requirements, leading to wastewater overflow [3][14]. - 11 listed companies were identified as having environmental risks during the fourth and fifth weeks of July, affecting approximately 102.78 million shareholders [10][11]. Group 2: Regulatory Framework and Reporting - The article discusses the role of environmental regulations and the increasing emphasis on transparency in environmental data reporting, driven by laws such as the revised Environmental Protection Law [16]. - The A股绿色周报 project collects and analyzes environmental performance data from thousands of listed companies, aiming to enhance transparency in corporate environmental practices [9][10][16]. Group 3: Industry Impact - The environmental risk landscape is becoming a significant operational risk for companies, influencing their development and public image [10][16]. - The report indicates that 9 out of the 11 companies listed for environmental violations were related to water pollution, highlighting a sector-specific issue [14].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300313 | *ST天山 | 9.67 | -3.30% | 7.49万 | 7319.70万 | | 002714 | 牧原股份 | 45.81 | -1.19% | 29.85万 | 13.76亿 | | 002458 | 益生股份 | 8.78 | -0.90% | 10.62万 | 9390.65万 | | 002299 | 圣农发展 | 15.82 | -0.88% | 10.59万 | 1.68亿 | | 605296 | 神农集团 | 31.73 | -0.84% | 2.63万 | 8431.63万 | | 000735 | 罗牛山 | 6.29 | -0.47% | 20.62万 | 1.30亿 | | 603477 | 巨星农牧 | 20.60 | -0.43% | 9.84万 | 2.04亿 | | 002157 | 正邦科技 | 2.82 | -0.35% | 61.28万 | 1.74亿 | | 000876 | 新希 ...

2025年7月30日，巨星农牧(603477.SH)公告称，公司控股股东四川巨星企业集团有限公司获得中信银行 股份有限公司成都分行提供的2500万元、期限为3年的增持专项贷款，专项用于对巨星农牧的增持计 划。 公告指出，公司持总金额不低于5000万元，资金来源为自有资金及金融机构借款。截至公告日，巨星集 团已累计增持公司A股股份金额为2529.26万元。 ...

特此公告。 乐山巨星农牧股份有限公司 2025年7月30日 截至本公告日，巨星集团在本次增持计划中已累计增持公司A股股份金额为人民币2,529.26万元。本次 增持计划尚未实施完毕，巨星集团后续将按照本次增持计划继续增持公司股份。 公司将根据《上海证券交易所股票上市规则》上市公司收购管理办法》和《上海证券交易所上市公司自 律监管指引第8号一股份变动管理》等相关规定，持续关注公司控股股东巨星集团增持公司股份的有关 情况，及时履行信息披露义务。 敬请广大投资者审慎决策，理性投资，注意风险。 登录新浪财经APP 搜索【信披】查看更多考评等级 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"或"巨星农牧"）于2024年8月13日在上海证券交易所网站 披露了《关于公司控股股东增持公司股份计划的公告》（公告编号：2024-069），基于对公司发展前景 的坚定信心以及对公司长期投资价值的认可，公司控股股东四川巨星企业集团有限公司（以下简称"巨 星集团"）拟自2024年8月13日起的12个月内通过上海 ...

Core Viewpoint - The controlling shareholder of Leshan Juxing Agricultural and Animal Husbandry Co., Ltd. plans to increase its stake in the company, supported by a loan from a financial institution, reflecting confidence in the company's long-term investment value [1][2]. Group 1 - The controlling shareholder, Sichuan Juxing Enterprise Group Co., Ltd., intends to increase its holdings in Juxing Agricultural and Animal Husbandry by investing a minimum of RMB 50 million over the next 12 months [1][2]. - The funding for this increase will come from both the controlling shareholder's own funds and a loan of RMB 25 million from China CITIC Bank Chengdu Branch, specifically for this purpose [2]. - As of the announcement date, the controlling shareholder has already invested RMB 25.2926 million in the company's A-shares as part of this plan [2].

Wind数据显示，7月29日，18家上市公司回购股票，其中巨星农牧回购金额最高达5917万元，回购数量 280万股，生物股份回购金额达5371万元，回购数量862万股，盛新锂能回购金额达4339万元，回购数量 268万股。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据统计，7月29日，盘后巨星农牧、安通控股、盐湖股份披露增持情况。包括奥赛康、瑞松科技、上海 汽配、赛微电子、华业香料、苏州规划、奥特维、通鼎互联、安记食品、海伦哲、麦克奥迪、拉卡拉、 蓝海华腾、蓝丰生化、嘉和美康、招商轮船、景旺电子、科博达、君禾股份、漫步者、宇晶股份在内的 21家A股上市公司披露减持情况。 | | | 7.29上市公司盘后增持情况 | | --- | --- | --- | | 1 | 巨星农牧 | 控股股东获得增持资金贷款支持 贷款2500万元 | | 2 | 安通控股 | 中外运集运及其一致行动人持股比例增至15% | | 3 | 盐湖股份 | 实际控制人中国五矿增持公司股份达1% | | | | 7.29上市公司盘后减得情况 | | 1 | 奥塞康 | 股东拟减持不超过1.5%公司股份 | | 2 | 瑞松科技 | 股东拟合计减持不超过3.0013%公司股份 | | 3 | 上海汽配 | 股东格洛利与迪之凯拟减持不超过1.75%股份 | | 4 | 苏州规划 | 股东拟合计减持不超过4.5%公司股份 | | 5 ...

每经记者｜胥 帅 每经编辑｜陈俊杰 近期，养猪行业愈发强调"反内卷"，调控新增产能，此行业环境变化也传导到资本市场。 7月28日晚间，有两家养猪行业龙头公告调整此前的定增计划——神农集团（SH605296，股价32.28 元，市值169.42亿元）终止了定增事项，巨星农牧（SH603477，股价21.22元，市值108.24亿元）将定 增授权有效期延长12个月至2026年8月22日。这两家养猪企业的定增方案都涉及养猪产能扩张。 7月28日晚间，神农集团发公告称，公司审议通过了《关于终止2024年度以简易程序向特定对象发行A 股股票事项并撤回申请文件的议案》。神农集团该定增事项的起始时间是2024年4月24日，至今已一年 多。2025年4月24日，公司该定增方案还获得了上交所审核通过。 为何神农集团选择终止定增？《每日经济新闻》记者了解到，神农集团终止的理由是市场环境变化。公 司称，在综合考虑资本市场状况以及公司整体发展规划等因素，经与相关各方充分沟通及审慎分析后， 决定终止。 根据定增方案，神农集团合计募资2.9亿元，其中1.37亿元用于红河弥勒神农畜牧有限公司五山乡年出栏 24万头优质仔猪扩繁基地建设项目。 ...