沪指5月30日下跌0.47%，申万所属行业中，今日上涨的有5个，涨幅居前的行业为农林牧渔、银行，涨 幅分别为1.20%、0.64%。农林牧渔行业位居今日涨幅榜首位。跌幅居前的行业为汽车、综合，跌幅分 别为1.91%、1.87%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300498 | 温氏股份 | 1.59 | 1.43 | -7689.61 | | 002286 | 保龄宝 | -9.23 | 16.38 | -4846.02 | | 300871 | 回盛生物 | -2.79 | 8.13 | -4405.77 | | 002215 | 诺普信 | -2.56 | 10.55 | -3578.05 | | 300189 | 神农种业 | -0.48 | 8.29 | -1933.60 | | 300119 | 瑞普生物 | -0.32 | 2.98 | -1764.13 | | 300021 | 大禹节水 | -1.23 | 7.94 | -1479.99 | | 300673 | ...

Core Insights - The pork concept sector has seen a rise of 2.39%, leading among concept sectors, with 28 stocks increasing in value, including major gains from companies like Juxing Agriculture and Xiangjia Co., which hit the daily limit [1][2] Group 1: Stock Performance - Juxing Agriculture, Xiangjia Co., and Dayu Biology are among the top gainers, with respective increases of 10.02%, 10.01%, and 7.49% [3][4] - The top decliners include Kemin Foods, Delisi, and Tianyu Biology, with decreases of 0.50%, 0.44%, and 0.14% respectively [1][4] Group 2: Capital Flow - The pork concept sector attracted a net inflow of 609 million yuan, with 21 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflow [2][3] - Juxing Agriculture led the net inflow with 240 million yuan, followed by Muyuan Foods and Xiangjia Co. with 143 million yuan and 77.97 million yuan respectively [2][3] Group 3: Capital Inflow Ratios - Juxing Agriculture, Xiangjia Co., and Zhengbang Technology have the highest net inflow ratios at 21.93%, 15.94%, and 12.93% respectively [3][4] - The overall performance of the pork concept stocks indicates strong investor interest and capital movement within the sector [2][3]

A股猪肉概念股直线拉升，巨星农牧涨超8%，神农集团涨超5%，湘佳股份、牧原股份、光明肉业均涨 超2%。 ...

Group 1 - The livestock sector experienced a significant surge, with companies like Giant Star Agriculture (603477) hitting the daily limit up, while others such as Xiaoming Co. (300967), Shennong Group (605296), Xiangjia Co. (002982), Muyuan Foods (002714), and Lihua Co. (300761) also saw notable increases in their stock prices [1]

Group 1 - The controlling shareholder, Sichuan Juxing Enterprise Group Co., Ltd. (Juxing Group), holds 150,967,538 shares of Leshan Juxing Agricultural and Animal Husbandry Co., Ltd., accounting for 29.60% of the total share capital [2] - As of the announcement date, Juxing Group has pledged a total of 97,600,000 shares, which represents 64.65% of its holdings [2] - Juxing Group has notified the company about the release of part of its pledged shares and there are no plans for subsequent pledges [2][3] Group 2 - The total share capital of the company is 510,070,294 shares as of May 27, 2025, which is used as the basis for calculating the percentage of shares held [3] - The announcement confirms that there will be timely disclosures if there are any changes regarding the pledged shares in the future [2]

| 股东名称 | 四川巨星企业集团有限公司 | | --- | --- | | 本次解质股份 | 110,000 股 | | 占所持股份比例 | 0.07% | | 占公司总股本比例 | 0.02% | | 解质时间 | 2025 年 5 月 27 日 | | 持股数量 | 150,967,538 股 | | 持股比例 | 29.60% | | 剩余被质押股份数量 | 97,600,000 股 | | 剩余被质押股份数量占其所持股份比例 | 64.65% | | 剩余被质押股份数量占公司总股本比例 | 19.13% | 一、本次股份解除质押情况 本次解除质押股份暂无后续质押计划。未来如有变化，公司将根据实际情况 及时履行信息披露义务。 | 证券代码：603477 | 证券简称：巨星农牧 | 公告编号：2025-049 | | --- | --- | --- | | 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 关于控股股东部分股份解除质押暨延期购回的公告 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 ...

Core Viewpoint - Sichuan Province is advancing high-quality development in the livestock industry through a draft proposal that includes ten measures aimed at enhancing the overall competitiveness of the sector [1] Group 1: Industry Development Measures - The draft proposal focuses on multiple aspects of high-quality development, including production incentive policies, cost reduction for farms, animal disease prevention, and strengthening leading enterprises in the livestock sector [1] - Specific measures include supporting the upgrade of facilities in large-scale farms, promoting mechanization and automation in livestock farming, and fostering strong leading enterprises to enhance industry quality and efficiency [1] - The proposal aims to cultivate well-known regional brands and public brands for Sichuan's livestock products, enhancing their market presence [1] Group 2: Company Responses and Industry Trends - Notable companies in Sichuan, such as New Hope Liuhe Co., Ltd. and Leshan Juxing Agricultural and Animal Husbandry Co., Ltd., are actively pursuing digital transformation and cost reduction strategies that align with the draft proposal [2] - New Hope is integrating AI and IoT technologies into its operations, showcasing its commitment to creating a "smart farming ecosystem" and leading the industry in technological advancements [2] - The industry is moving towards intelligent and intensive development, with expectations of increased production efficiency and concentration of competitive capacity among leading enterprises [3]

Core Viewpoint - The company announces that the "Giant Star Convertible Bond" is expected to trigger conditions for a downward adjustment of the conversion price due to the stock price being below 80% of the conversion price for ten trading days [1] Group 1: Convertible Bond Basic Information - The company issued a total of 1 billion yuan of convertible bonds on April 25, 2022, with a face value of 100 yuan per bond and a six-year term [2] - The bonds were listed on the Shanghai Stock Exchange on May 17, 2022, under the name "Giant Star Convertible Bond" and code "113648" [3] Group 2: Conversion Price Adjustment - The initial conversion price was set at 25.24 yuan per share, which was adjusted to 25.21 yuan per share effective from August 8, 2023, following a profit distribution plan approved at the annual shareholders' meeting [4][5] - The adjustment conditions state that if the stock price is below 80% of the conversion price for at least 15 out of 30 consecutive trading days, the board may propose a downward adjustment of the conversion price [6] Group 3: Triggering Conditions for Price Adjustment - From April 28, 2025, to May 26, 2025, the company's stock price has been below 20.168 yuan (80% of the adjusted conversion price) for ten trading days, indicating a potential trigger for the price adjustment [5][6] - If the stock price continues to meet the criteria in the next 13 trading days, the adjustment clause may be triggered [6] Group 4: Compliance and Disclosure Obligations - The company is required to hold a board meeting on the day the adjustment condition is triggered to decide whether to adjust the conversion price and must disclose the decision by the next trading day [7]

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%。 | 证券代码：603477 | 证券简称：巨星农牧 | 公告编号：2025-048 | | --- | --- | --- | | 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"巨星转债"预计触发转股价格向下修正条件的 提示性公告 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： "巨星转债"本次触发转股价格向下修正条件的期间从 2025 年 4 月 28 日起算，截止 20 ...

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