| 证券代码：603477 | 证券简称：巨星农牧 | 公告编号：2025-119 | | --- | --- | --- | | 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 关于不向下修正"巨星转债"转股价格的公告 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。 一、 巨星转债基本情况 （一）可转债发行情况 经中国证券监督管理委员会（以下简称"中国证监会"）证监许可[2022]663 号核准，公司于 2022 年 4 月 25 日向社会公开发行了面值总额 100,000.00 万元的可 转换公司债券，每张面值为人民币 100.00 元，发行数量 1,000 万张，发行价格为人 民币 100.00 元/张，期限 6 年，本次发行的票面利率：第一年 0.40%、第二年 0.60%、 第三年 1.00%、第四年 1.50%、第五年 2.25%、第六年 3.00%。 （二）可转债上市情况 经上海证券交易所自律监管决定书[2022]128 号文同意，公司可转换公司债券 已于 2022 年 5 月 ...

| 证券代码：603477 | 证券简称：巨星农牧 | 公告编号：2025-116 | | --- | --- | --- | | 债券代码：113648 | 债券简称：巨星转债 | | 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。 一、本次股份质押情况 2025 年 12 月 15 日，公司收到巨星集团关于将其持有的本公司部分股份质 押的通知，现将相关情况公告如下： | | 是否 | | | | | | | 占其所 | 占公 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 为控 | 本次质押股 | 是否 | 是否 | 质押 | 质押到 | | 持股份 | 司总 | 质押融 | | | | | 为限 | 补充 | 起始 | | 质权人 | | 股本 | 资资金 | | 名称 | 股股 | 数（股） | | | | 期日 | | 比例 | | | | | | | 售股 | 质押 | 日 | | | | 比例 | 用途 ...

证券代码：603477 证券简称：巨星农牧 公告编号：2025-117 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 11 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： | | | 巨星农牧有限公司、德昌巨星农牧科 | | --- | --- | --- | | | | 技有限公司、平塘巨星农牧有限公 | | | | 司、泸县巨星农牧科技有限公司、古 | | | | 蔺巨星农牧有限公司、剑阁巨星农牧 | | | | 有限公司、乐山市巨星科技有限公 | | | | 司、屏山巨星农牧有限公司、乐山巨 | | | | 星生物科技有限公司、眉山市彭山永 | | | | 祥饲料有限责任公司、广元巨星农业 | | | | 有限公司、叙永巨星农牧有限公司、 | | | 被担保人名称 | 乐山巨星农业发展有限公司、邛崃巨 | | | | 星农牧有限公司、重庆巨星农牧有限 | | 担保对象 | | 公司、安徽巨星农牧有限公司、南充 | | （一） | | 巨星农牧科技有 ...

| 证券代码：603477 | 证券简称：巨星农牧 | 公告编号：2025-118 | | --- | --- | --- | | 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 第五届董事会第三次会议决议公告 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。 一、会议召开情况 乐山巨星农牧股份有限公司（以下简称"公司"）第五届董事会第三次会议于 2025 年 12 月 15 日以通讯方式召开。本次会议的会议通知于 2025 年 12 月 15 日以 口头方式发出，会议由公司董事长岳良泉先生召集并主持，应到董事 9 人，实到董 事 9 人，公司高级管理人员列席了本次会议。会前，主持人岳良泉先生向全体董事 说明了本次紧急召开董事会的原因，其他董事对本次紧急召开董事会会议无异议。 会议的召集、召开符合有关法律、行政法规、部门规章和《公司章程》的规定。 综合考虑公司情况、市场环境等诸多因素，基于对公司未来发展的信心和内在 价值的判断，公司董事会于 2025 年 12 月 15 日召开第五届董事会第三次 ...

每经AI快讯，巨星农牧（SH 603477，收盘价：17.69元）12月15日晚间发布公告称，乐山巨星农牧股份 有限公司控股股东四川巨星企业集团有限公司持有公司股份数量约为1.52亿股，占公司总股本比例为 29.86%；巨星集团及其一致行动人合计持有公司股份数量约为1.52亿股，占公司总股本比例为29.87%。 截至本公告披露日，巨星集团累计质押股份数量约为1.13亿股，占其持股数量的74.44%；巨星集团及其 一致行动人累计质押股份数量约为1.13亿股，占其持股数量的74.41%。 每经头条（nbdtoutiao）——"一针两千，童颜针年销3亿元"背后：多家关联方注册地"查无此人"，股民 追问"钱呢"！钱氏姐弟几乎"掏空"江苏吴中，公司即将退市 2024年1至12月份，巨星农牧的营业收入构成为：养殖行业占比97.73%，皮革行业占比2.11%，其他业 务占比0.15%。 截至发稿，巨星农牧市值为90亿元。 （记者 曾健辉） ...

从资金流向上来看，当日养殖业板块主力资金净流入1124.65万元，游资资金净流入248.51万元，散户资 金净流出1373.16万元。养殖业板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000735 | 罗牛山 | 4270.10万 | 1.53% | -2381.34万 | -0.85% | -1888.76万 | -0.68% | | 300498 温氏股份 | | 2160.29万 | 5.09% | -1022.58万 | -2.41% | -1137.71万 | -2.68% | | 300967 晓鸣股份 | | 728.00万 | 7.51% | 107.64万 | 1.11% | -835.64万 | -8.62% | | 605296 神农集团 | | 643.70万 | 9.91% | -132.66万 | -2.04% | -511.04万 | -7.86% | | ...

Group 1 - The report highlights the recent performance of various industries, with notable gains in sectors such as non-ferrous metals, electronics, and power equipment, while retail and real estate sectors faced declines [1][1][1] - The central economic work conference emphasized the importance of technological breakthroughs and supply-demand optimization, indicating a shift towards quality improvement in economic growth [11][12][19] - The commercial aerospace sector is experiencing significant growth, with the establishment of a dedicated regulatory body and a notable increase in the commercial aerospace index, which has risen by 46.52% since April 7 [47][48] Group 2 - The report indicates a seasonal recovery in social financing, with November seeing an increase of 24,885 billion yuan, driven primarily by government bond issuance [4][7] - The credit environment is showing signs of marginal improvement, particularly in corporate loans, which increased by 6,100 billion yuan in November, reflecting a recovery in demand [5][6] - The report notes that the retail sector is undergoing a transformation, with a focus on quality, as highlighted by the Ministry of Commerce's emphasis on retail quality upgrades [1][1][1] Group 3 - The report discusses the rising interest in inquiry transfers, which have seen a significant increase in both project numbers and transfer scale, indicating a growing trend in the market [51][52] - The technology sector is expected to remain a key focus, with upcoming events such as the Volcano Engine FORCE conference anticipated to showcase advancements in AI and cloud services [56]

Investment Rating - The report maintains a positive outlook on leading agricultural companies, suggesting investment opportunities in the sector [5]. Core Insights - The agricultural sector has shown resilience, with the industry index outperforming the broader market by 0.4 percentage points during the week of December 8-12, 2025 [13]. - The report highlights significant growth in the pet food segment, with online sales increasing by 27.9% year-on-year during October and November 2025, driven by new consumer brands [34][36]. - The livestock industry is facing challenges, with a 5.5% decrease in the number of pigs marketed in November compared to the previous month, raising concerns about animal disease outbreaks [30]. Summary by Sections Industry Dynamics - The agricultural sector index increased by 0.3%, outperforming the market [13]. - Key stocks such as Zhengbang Technology, Biological Shares, and Luoniushan saw significant gains of 19%, 17%, and 14% respectively [18]. Livestock Industry - In November, the number of pigs marketed decreased by 5.5% month-on-month, with a year-on-year increase of 16.7% [30]. - Prices for live pigs increased by 2.1% week-on-week, while the average weight of marketed pigs decreased by 0.2% [30]. - The utilization rate of fattening barns in 17 provinces dropped by 6.5 percentage points [30]. Poultry Industry - Prices for chicken chicks and broilers increased by 1.4% and 0.8% respectively, amid ongoing global avian influenza outbreaks [37][38]. - The price of chicken products rose by 0.6%, driven by supply constraints and increased export orders [37]. Pet Food Industry - Online sales of pet food reached 8.45 billion yuan, with significant growth from brands like Maifudi and Fresh Lang, which saw increases of 36% and 112.6% respectively [34]. - Chewy reported a 30.9% increase in EBITDA, with active customer numbers growing by 4.9% [35]. Feed Industry - Feed raw material prices showed mixed trends, with soybean meal prices increasing by 1.5% while corn prices slightly decreased [41]. - The price of South American white shrimp increased by 4.3% week-on-week [41]. Animal Health - The veterinary drug price index decreased by 0.2%, with a year-on-year increase of 2.4% [43]. - Merck's imported pet antibiotics were launched on JD Health, marking a significant development in the pet healthcare sector [43].

证券日报网讯 12月12日，巨星农牧在互动平台回答投资者提问时表示，公司主要商誉系收购巨星农牧 有限公司形成，商誉相关信息详见公司在指定信息披露媒体披露的年度报告。四川和邦投资集团有限公 司作为公司持股5%以上股东，未直接参与公司经营管理；股东基于自身资金需求实施减持股份计划， 不会对公司的业务发展和经营管理产生重大影响。 （文章来源：证券日报） ...

格隆汇12月12日丨巨星农牧(603477.SH)在互动平台表示，公司目前暂无黑猪养殖业务计划。 ...