Summary of Key Points Core Viewpoint - On July 29, several A-share listed companies disclosed their shareholding changes, with notable increases in holdings from certain companies and reductions from others [1]. Group 1: Companies Increasing Holdings - Giant Star Agriculture received a loan of 25 million yuan to support its controlling shareholder's increase in holdings [2]. - Antong Holdings saw its shareholding ratio increase to 15% due to the actions of Sinotrans Limited and its concerted parties [2]. - Salt Lake Co., Ltd. reported that its actual controller, China Minmetals, increased its shareholding by 1% [2]. Group 2: Companies Decreasing Holdings - Aosaikang announced plans to reduce its holdings by up to 1.5% [2]. - Ruishun Technology's shareholders plan to collectively reduce their holdings by up to 3.0013% [2]. - Shanghai Auto Parts' shareholders, Glory and Dizhi Kai, intend to reduce their holdings by up to 1.75% [2]. - Suzhou Planning's shareholders plan to reduce their holdings by up to 4.5% [2]. - Saiwei Electronics reported that the National Integrated Circuit Fund has cumulatively reduced its holdings by 1.06% [2]. - Huaye Fragrance's controlling shareholder, Hua Wenliang, plans to reduce holdings by up to 3% [2]. - Aotwei's shareholders, Wuxi Aochuang and Wuxi Aoli, intend to reduce their holdings by up to 1.37% [2]. - Tongding Interconnection's shareholder, Wu Qichuang, plans to reduce holdings by up to 2.08% [2]. - Anji Food's actual controller plans to reduce holdings by up to 2% [2]. - Hailun Zhe announced a share reduction plan [2]. - Maike Audi's shareholders plan to reduce holdings by up to 1% [2]. - Jinding Point Layer's director Xu Xuehai plans to reduce holdings by up to 0.72% [2]. - Lakala reported that Legend Holdings has cumulatively reduced its holdings by 5.3596 million shares, lowering its equity ratio to 25.86% [2]. - Lanfeng Biochemical's Hainan Wenqin plans to reduce holdings by up to 2.61% [2]. - Jiahe Meikang's shareholder Guoshou Chengda plans to reduce holdings by up to 3% [2]. - China Merchants Energy's Huang Shi and executives plan to reduce their stock obtained through equity incentives [2]. - Jingwang Electronics reported stock reduction during periods of abnormal stock fluctuations by Zhichuang Investment [2]. - Kebo Da's actual controller, Ke Binghua, plans to reduce holdings by up to 0.79% [2]. - Junhe Co., Ltd.'s senior management, Chen Jiawei and Fan Chaochun, plan to reduce their holdings [2]. - Mambo's shareholder Wang Xiaohong plans to reduce holdings by up to 0.96% [2]. - Yujing Co., Ltd.'s deputy general manager and board secretary Zhou Bo plans to reduce holdings by up to 147,900 shares [2].

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。 ...

格隆汇7月29日丨巨星农牧(603477.SH)公布，公司于近日接到巨星集团的通知，为积极响应并充分运用 好有关监管部门"支持股票增持"的政策工具，中信银行股份有限公司成都分行向巨星集团出具贷款承诺 函，承诺为巨星集团提供金额为人民币2,500万元、贷款期限为3年的增持专项贷款，专项用于巨星集团 对巨星农牧的本次增持计划；同时，巨星集团通过上海证券交易所交易系统允许的方式增持巨星农牧无 限售流通A股股份的增持金额不低于人民币5,000万元。因此，巨星集团本次增持计划的增持总金额不低 于人民币5,000万元且增持完成后的合计持股比例不超过巨星农牧总股本的30%，资金来源为巨星集团 自有资金及金融机构借款。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。 ...

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 个月内通过上海证券交易所交易系统 允许的方式增持巨星农牧无限售流通 A 股股份，增持金额为人民币 5,000 万元， 且增持完成后的合计持股比例不超过巨星农牧总股本的 30%，资金来源为巨星集 团的自有资金（以下简称"本次增持计划"）。 | | | 乐山巨星农牧股份有限公司 关于公司控股股东获得增持资金贷款支持暨 增加增持股份资金来源的公告 公司于近日接到巨星集团的通知，为积极响应并充分运用好有关监管部门 "支持股票增持"的政策工具，中信银行股份有限公司成都分行向巨星集团出具 贷款承诺函，承诺为巨星集团提供金额为人民币 2 ...

巨星农牧（603477）公告，公司控股股东四川巨星企业集团有限公司拟自2024年8月13日起12个月内， 通过上海证券交易所交易系统允许的方式增持公司无限售流通A股股份，增持金额不低于人民币5000万 元，增持完成后持股比例不超过公司总股本的30%；中信银行股份有限公司成都分行向巨星集团承诺提 供2500万元、贷款期限3年的增持专项贷款。截至本公告日，巨星集团已累计增持A股股份金额2529.26 万元，本次增持计划尚未实施完毕。 ...

Summary of Key Points Core Viewpoint - The company, Leshan Juxing Agricultural and Animal Husbandry Co., Ltd., has successfully completed a share buyback program aimed at implementing an employee stock ownership plan or equity incentive, with a total expenditure of approximately 99.99 million yuan for the repurchase of 4,773,900 shares at an average price of 20.94 yuan per share [1][2]. Group 1: Buyback Plan Details - The buyback plan was first disclosed on April 24, 2025, with an implementation period from April 23, 2025, to April 22, 2026 [1]. - The expected buyback amount ranges from 50 million yuan to 100 million yuan, with a maximum buyback price set at 28.00 yuan per share [1]. - The actual buyback shares represent 0.94% of the total share capital, and the total assets of the company as of December 31, 2024, were 8.764 billion yuan [1]. Group 2: Implementation Status - The company initiated the buyback on June 23, 2025, and completed it by July 28, 2025, with the actual repurchase price ranging from 20.11 yuan to 22.21 yuan per share [2]. - The funds used for the buyback were sourced from the company's own funds and loans from financial institutions, ensuring no significant impact on the company's operational and financial status [2]. Group 3: Shareholding Changes - Before the buyback, the total number of shares was 510,070,294, which increased to 510,070,333 after the buyback [4]. - The repurchased shares are held in a special account and do not confer rights such as voting, profit distribution, or capital increase during the holding period [4][5]. Group 4: Future Plans for Repurchased Shares - The repurchased shares are intended for the employee stock ownership plan or equity incentive. If not fully utilized within 36 months, the unused portion will be canceled following relevant procedures [5].

Group 1 - The pig farming industry is increasingly emphasizing "anti-involution" and regulating new production capacity [1][5] - Shennong Group announced the termination of its private placement plan, while Juxing Agriculture extended the authorization period for its private placement [1][3] - Shennong Group's terminated private placement aimed to raise 290 million yuan, with a portion allocated for a pig breeding project [2][3] Group 2 - Shennong Group's new stock incentive plan focuses on revenue, slaughter volume, and breeding costs, without emphasizing growth in pig farming scale [2][3] - Juxing Agriculture's extended private placement authorization is valid until August 22, 2026, reflecting a strategic response to market conditions [3][4] - The Ministry of Agriculture and Rural Affairs is pushing for high-quality development in the pig industry, emphasizing strict capacity control measures [5]

| 证券代码：603477 | 证券简称：巨星农牧 | 公告编号：2025-070 | | --- | --- | --- | | 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 重要内容提示： | 回购方案首次披露日 | 2025/4/24 | | --- | --- | | 回购方案实施期限 | 2025 年 4 月 23 日~2026 年 4 月 22 日 | | 预计回购金额 | 5,000万元~10,000万元 | | 回购价格上限 | 28.00元/股 | | 回购用途 | □减少注册资本 | | | √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 实际回购股数 | 4,773,900股 | | 实际回购股数占总股本比例 | 0.94% | | 实际回购金额 | 99,988,226.04元 | | 实际回购价格区间 | 20.11元/股~22.21元/股 | 一、 回购审批情况和回购方案内容 公司于 2025 年 4 月 23 日召开第四届董事会第二十五次会议，审议通过了《关 于以集中竞价交易方式回 ...

鉴于公司本次向特定对象发行股票的决议及授权有效期即将到期，为了保证相 关工作的延续性和有效性，并确保公司本次向特定对象发行股票的顺利推进，公司 于 2025 年 7 月 28 日召开第四届董事会第二十七次会议及第四届监事会第二十次会 议，审议通过了《关于延长公司 2023 年度向特定对象发行股票相关决议及授权有效 期的议案》，同意公司提请股东大会将公司本次向特定对象发行股票的决议及授权 有效期延长 12 个月，即有效期至 2026 年 8 月 22 日。除对上述决议及授权有效期进 行延长外，公司本次发行股票的有关方案、股东大会授权董事会及其授权人士全权 办理公司向特定对象发行股票相关事宜等其他内容不变。 特此公告。 乐山巨星农牧股份有限公司董事会 2025 年 7 月 29 日 | | | 乐山巨星农牧股份有限公司 关于关于延长公司 2023 年度向特定对象发行股票相关 决议及授权有效期的公告 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。 乐山巨星农牧股份有限公司（以下简称"公司"）于2024年8月23日召开公司2024 年 ...

| 证券代码：603477 | 证券简称：巨星农牧 | 公告编号：2025-067 | | --- | --- | --- | | 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 关于在2025年度担保额度内增加被担保对象并调剂担保 额度暨追加 2025 年度担保额度预计的公告 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: 一、担保情况概述 （一）前次担保额度预计的基本情况 3、新增的担保额度不超过 7,800.00 万元用于子公司巨星有限对上市公司合并报 表范围内公司提供担保（包括银行贷款担保、其他对外融资担保、履约担保等），其 中向资产负债率为 70%及以上的担保对象新增担保额度 3,000.00 万元，向资产负债 率为 70%以下的担保对象新增担保额度 4,800.00 万元。在担保总额度范围内，公司 可以将资产负债率为 70%及以上的担保对象的担保额度调剂给资产负债率为 70%以下 的担保对象使用，可以在资产负债率超过 70%的担保对象之间调剂，可以在资产负债 率低于 ...