Group 1: Sales Performance - In July 2025, the company sold 324,100 pigs, generating sales revenue of 563 million yuan, with 319,100 being market pigs and 4,900 being piglets [1] - From January to July 2025, the company reported sales data for its pig farming business, although specific figures were not disclosed in the provided text [1] Group 2: Shareholding Increase - The controlling shareholder, Sichuan Juxing Enterprise Group, plans to increase its stake in the company by at least 50 million yuan over a 12-month period starting from August 13, 2024 [6] - As of August 7, 2025, the controlling shareholder has cumulatively acquired 2,791,408 shares, representing 0.547% of the total share capital, with a total investment of approximately 53.09 million yuan [7] - The increase in shareholding will not lead to a change in the controlling shareholder or actual controller of the company [9]

Group 1: Company Performance - SMIC reported Q2 revenue of $2.21 billion, a 16% year-over-year increase, but a 1.7% decrease quarter-over-quarter [1] - China Mobile achieved a net profit of 84.2 billion yuan in the first half of 2025, a 5% year-over-year increase, with a mid-term dividend of 2.75 HKD per share, up 5.8% [2] - Huahong Semiconductor's Q2 revenue was $566.1 million, an 18.3% year-over-year increase, with Q3 revenue guidance of $620 million to $640 million [3] Group 2: Business Operations and Developments - Chuangzhong Technology clarified that it does not engage in the production of liquid-cooled servers, only participating in testing platforms, with no revenue generated from this segment in H1 2025 [4] - Shuo Beid announced it has sent samples of liquid-cooled server plates to Taiwanese clients, but the ability to pass testing and achieve mass production remains uncertain [5] - Furi Electronics stated that its subsidiary provides JDM/OEM services for service robots, but this revenue accounts for less than 1% of the company's total revenue [6] Group 3: Industry Trends and Market Movements - Sales of new energy vehicles by Seres reached 44,581 units in July, reflecting a 5.7% year-over-year increase [7] - Longyuan Power completed a power generation of 6,328.76 MWh in July, marking a 2.44% year-over-year growth [8] - Jianglong Shipbuilding won a bid for the "Blue Granary" marine economic development project, indicating ongoing infrastructure investments [8]

Core Viewpoint - The sales reports for July from various listed pig farming companies indicate a general decline in sales volume compared to June, while prices remain at historically low levels [1][2][8]. Sales Performance Summary - Giant Star Agriculture reported sales of 324,100 pigs in July 2025, a year-on-year increase of 44.67%, but a decrease in sales volume and revenue compared to June [4]. - Kemin Foods' subsidiary sold 41,900 pigs in July, with a month-on-month decline of 28.78% but a year-on-year increase of 73.88%. Revenue decreased by 38.92% month-on-month but increased by 6.08% year-on-year [4]. - New Hope sold 1,302,500 pigs in July, with a slight month-on-month decrease of 2.06% and a year-on-year increase of 3.21%. Revenue fell by 3.67% month-on-month and 24.62% year-on-year [5]. - Muyuan Foods reported sales of 6,355,000 pigs in July, a year-on-year increase of 13.02%, but a decrease in sales volume and revenue compared to June [6]. - Wens Foodstuff Group sold 3,164,800 pigs in July, with a year-on-year increase in sales but a decrease in revenue compared to June [6]. Price Trends Summary - The overall market price for live pigs remains low, with the price on August 7, 2025, at 14.34 yuan/kg, slightly up from 14.22 yuan/kg at the end of July 2025, but down from 15.98 yuan/kg at the end of 2024 [9]. - The wholesale price of pork on August 7, 2025, was 20.45 yuan/kg, showing a slight decrease from 20.50 yuan/kg at the end of July 2025 [9]. - The domestic pig futures market has seen some strengthening, with the main contract price reaching 14,100 yuan/ton as of August 7, 2025, compared to less than 13,000 yuan/ton in late May [9].

证券代码：603477 证券简称：巨星农牧 公告编号：2025-073 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 | 增持主体名称 | | | | | | | | 四川巨星企业集团有限公司 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 控股股东或实控人 | | | | ?是 | | | | | | | ?否 | | | | 控股股东或实控人的一致行动人 | | | | | | ?否 | | | | | | ?是 | | | 增持主体身份 | 直接持股 5%以上股东 | | | | | | ?否 | | | | | ?是 | | | 董事、监事和高级管理人员 | | | | | ?否 | | | | | | ?是 | | | | ?其他：__________ | | | | | | | | | | | | | | | 增持前持股数量 | 149,498,238 股 | | | | | | | | | | | | | | 增持前持股比 ...

| 证券代码：603477 | 证券简称：巨星农牧 | 公告编号：2025-073 | | --- | --- | --- | | 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 关于控股股东增持股份结果公告 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： 已披露增持计划情况 乐山巨星农牧股份有限公司（以下简称"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"）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，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，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公司总股本的 30%（以下简称"本次增 持计划"）。本次增持计划具体内容请详见《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）、《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》（公告编号：2025-071） ...

| 产品 | 销售量（万头） | 销售量同比增减（%） | | --- | --- | --- | | 生猪 | 32.41 | 44.67 | | 证券代码：603477 | 证券简称：巨星农牧 | 公告编号：2025-072 | | --- | --- | --- | | 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 7 月养殖业 务销售情况披露如下： 一、2025 年 7 月养殖业务销售情况 特此公告。 乐山巨星农牧股份有限公司董事会 2025 年 8 月 8 日 三、特别说明与风险提示 1、上述披露信息仅包含公司养殖业务的生猪销售情况，不包括其他业务和 其他产品。 2、上述销售数据来源于公司内部统计，未经审计，与定期报告披露的数据 之间可能存在差异，上述销售数据仅作为阶段性数据供投资者参考。因四舍五入， 以上数据可能存在尾差。商品猪 ...

Group 1 - The core point of the article is that Juxing Agriculture and Animal Husbandry (603477.SH) has completed a share buyback plan, where Juxing Group increased its holdings of the company's unrestricted circulating A-shares by 2,791,408 shares, accounting for 0.547% of the total share capital [1] - The total amount spent on this buyback was RMB 53,089,336.96 (excluding transaction fees) [1] - The buyback period was from August 13, 2024, to August 7, 2025, and the plan has now been fully implemented [1]

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%。 （文章来源：每日经济新闻） 巨星农牧（SH 603477，收盘价：20.97元）8月7日晚间发布公告称，自2024年8月13日至2025年8月7 日，巨星集团通过上海证券交易所以集中竞价方式累计增持公司无限售流通A 股股份约279万股，占公 司总股本的比例为0.547%，累计增持金额为人民币约5309万元，相关增持计划实施完毕。 ...

巨星农牧（603477）(603477.SH)披露2025年7月养殖业务销售情况，2025年7月，公司销售生猪32.41万 头，其中商品猪销售31.91万头、仔猪销售0.49万头，生猪销售收入5.63亿元。 ...

Core Insights - As of August 6, a total of 105 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more [1] - The stocks with the longest streak of net buying are Hongsheng Huayuan, Hu塑股份, Laofengxiang, Qingsong Jianhua, and Beijia Jie, each having received net buying for 11 consecutive trading days [1] - Other notable stocks with significant net buying days include Zhongnan Chuanmei, TCL Zhijia, Tengda Jianshe, Pudong Jianshe, Xinda Real Estate, Suneng Co., Daqin Railway, and Juxing Nongmu, each receiving net buying for 9 to 10 trading days [1]