Market Overview - The feed sector increased by 2.52% on September 15, with Aonong Biological leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Key Stocks Performance - Aonong Biological (603363) closed at 6.04, up 10.02% with a trading volume of 1.5461 million shares and a transaction value of 908 million yuan [1] - Tiankang Biological (002100) closed at 8.05, up 8.20% with a trading volume of 1.4636 million shares and a transaction value of 1.158 billion yuan [1] - Haida Group (002311) closed at 67.35, up 3.62% with a trading volume of 79,700 shares and a transaction value of 534 million yuan [1] - Other notable stocks include Quanjinong (002548) up 3.33%, Zhenghong Technology (000702) up 2.01%, and Tangrenshen (002567) up 1.80% [1] Capital Flow Analysis - The feed sector saw a net inflow of 116 million yuan from institutional investors, while retail investors experienced a net outflow of 47.8 million yuan [2] - Aonong Biological had a significant net inflow of 204 million yuan from institutional investors, representing 22.44% of its trading volume [3] - Tiankang Biological and Zhenghong Technology also saw net inflows from institutional investors, although retail investors showed net outflows [3]

| 证券代码：603609 | 证券简称：禾丰股份 | 公告编号：2025-095 | | --- | --- | --- | | 债券代码：113647 | 债券简称：禾丰转债 | | 禾丰食品股份有限公司 关于股东股份提前解除质押的公告 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: | | | | | | | | | 剩余被质 | 剩余被质 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 本次解除质 | 占其所持 | 占公司总 | | 持股数量 | 持股 | 剩余被质押 | 押股份数 | 押股份数 | | | 名称 | 押股数 | 股份比例 | 股本比例 | 解质时间 | （股） | 比例 | 股份数量 | 量占其所 | 量占公司 | | | | | | | | | | （股） | 持股份 | 总股本 | | | | | | | | | | | 比例 | 比例 | | | 王凤久 | 8,350, ...

Market Overview - The feed sector experienced a decline of 0.53% on September 12, with Petty Holdings leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Individual Stock Performance - Aonong Biological (603363) saw a significant increase of 4.01%, closing at 5.45, with a trading volume of 1.52 million shares and a turnover of 820 million yuan [1] - Jin Xin Nong (002548) rose by 3.64%, closing at 5.13, with a trading volume of 1.25 million shares and a turnover of 653 million yuan [1] - Petty Holdings (300673) declined by 2.52%, closing at 18.57, with a trading volume of 56,500 shares and a turnover of 106 million yuan [2] Capital Flow Analysis - The feed sector experienced a net outflow of 231 million yuan from institutional investors, while retail investors saw a net inflow of 140 million yuan [2] - Aonong Biological had a net outflow of 37.79 million yuan from institutional investors, while retail investors contributed a net inflow of 4.36 million yuan [3] - Jin Xin Nong had a net inflow of 11.78 million yuan from institutional investors, but a net outflow of 25.86 million yuan from retail investors [3]

Group 1 - The core point of the announcement is that the controlling shareholder of He Feng Food Co., Ltd. has reduced their shareholding, triggering a 1% threshold change in equity [3][4] - The controlling shareholder Jin Weidong and his concerted actors collectively reduced their shareholding from 32.40% to 31.74% after a block trade of 6,000,000 shares by concerted actor Wang Fengjiu on September 11, 2025 [3][4] - This equity change does not trigger a mandatory tender offer and will not result in a change of the controlling shareholder or actual controller of the company [3] Group 2 - He Feng Food Co., Ltd. has announced the second notice regarding the optional repurchase of "He Feng Convertible Bonds" [7] - The repurchase price is set at 100.59 yuan per bond (including accrued interest), and the repurchase period is from September 12 to September 18, 2025 [11][15] - The company will issue the repurchase funds on September 23, 2025, and during the repurchase period, the convertible bonds will stop being converted into shares [11][17] Group 3 - The announcement includes details on the calculation of accrued interest for the convertible bonds, which is based on the formula: IA = B × i × t / 365 [9] - The interest for the current period is calculated to be 0.59 yuan per bond, leading to the total repurchase price of 100.59 yuan per bond [10][16] - The company will disclose the results of the repurchase and its impact on the company after the repurchase period ends [18]

Core Viewpoint - He Feng Co., Ltd. announced that convertible bondholders can choose to sell their "He Feng Convertible Bonds" at a price of 100.59 yuan per bond, including current interest, which may lead to potential losses for bondholders as the market price is currently higher than the repurchase price [2] Summary by Relevant Sections - Convertible Bond Details - The repurchase price for "He Feng Convertible Bonds" is set at 100.59 yuan per bond [2] - The announcement was made on the evening of September 11 [2] - Market Context - As of the last trading day before the announcement, the closing price of "He Feng Convertible Bonds" was higher than the repurchase price [2] - Bondholders are advised to be aware of the potential risks associated with choosing to sell at the repurchase price [2]

Group 1 - On September 11, He Feng Co., Ltd. executed a block trade of 6 million shares, with a transaction amount of 46.86 million yuan, accounting for 33.89% of the total transaction volume for that day [1] - The transaction price was 7.81 yuan, which represents an 11.75% discount compared to the market closing price of 8.85 yuan [1]

| 证券代码：603609 | 证券简称：禾丰股份 | 公告编号：2025-093 | | --- | --- | --- | | 债券代码：113647 | 债券简称：禾丰转债 | | 禾丰食品股份有限公司 关于控股股东及其一致行动人权益变动触及 1%刻度 的提示性公告 控股股东金卫东及其一致行动人邵彩梅、王凤久、常州禾力创业投资合伙 企业（有限合伙）保证向本公司提供的信息真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一 致。 重要内容提示： | 权益变动方向 | 比例增加□ | 比例减少☑ | | --- | --- | --- | | 权益变动前合计比例 | 32.40% | | | 权益变动后合计比例 | 31.74% | | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ | 否☑ | | 是否触发强制要约收购义务 | 是□ | 否☑ | | 常州禾力创业投资合 | □ | 控股股东/实控人 | | | --- | --- | --- | --- | | 伙企业（有限合伙） | ☑ | 控股股东/实控人的一致行动人 | ...

关于"禾丰转债"可选择回售的第二次提示性公告 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： 风险提示：可转债持有人选择回售等同于以 100.59 元/张（含当期利息） 卖出持有的"禾丰转债"。截至本公告发出前的最后一个交易日，"禾丰转债" 的收盘价格高于本次回售价格，可转债持有人选择回售可能会带来损失，敬请可 转债持有人注意风险。 | 证券代码：603609 | 证券简称：禾丰股份 | 公告编号：2025-094 | | --- | --- | --- | | 债券代码：113647 | 债券简称：禾丰转债 | | 禾丰食品股份有限公司（以下简称"公司"）于 2025 年 9 月 4 日召开 2025 年第三次临时股东大会和"禾丰转债"2025 年第一次债券持有人会议，分别审议 通过了《关于 2022 年公开发行可转换公司债券募投项目结项及终止并将部分结余 募集资金用于新增募投项目的议案》，根据《禾丰股份公开发行可转换公司债券募 集说明书》（以下简称《募集说明书》）有关"禾丰转债"附加回售条款的约定， 禾丰食 ...

Group 1 - The core point of the article is that He Feng Co., Ltd. (603609.SH) announced a reduction in shareholding by a significant shareholder through a block trade [1] - Mr. Wang Fengjiu, a concerted actor of the controlling shareholder, reduced his holdings by 6 million shares [1] - The combined shareholding of the controlling shareholder, Mr. Jin Weidong, and his concerted actors decreased from 32.40% to 31.74%, marking a change that touches the 1% threshold [1]

关于签订募集资金专户存储三方监管协议的公告 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、募集资金基本情况 | 证券代码：603609 | 证券简称：禾丰股份 | 公告编号：2025-092 | | --- | --- | --- | | 债券代码：113647 | 债券简称：禾丰转债 | | 禾丰食品股份有限公司 经中国证券监督管理委员会《关于核准禾丰食品股份有限公司公开发行可转 换公司债券的批复》（证监许可[2022]662 号）核准，禾丰食品股份有限公司（以 下简称"公司"）公开发行可转换公司债券 1,500 万张，发行价格为 100.00 元/ 张，募集资金总额 150,000.00 万元，扣除发行费用 1,011.65 万元，实际募集资 金净额为 148,988.35 万元。上述资金于 2022 年 4 月 28 日到位，经苏亚金诚会 计师事务所（特殊普通合伙）验证并出具苏亚验[2022]7 号《验资报告》。公司 按照相关规定对募集资金的存放和使用进行专户管理，并与募集资金开户银行、 保荐机构签订《募集资金三方 ...