暗盘资金正涌入这些股票，点击速看>>> 猪肉板块盘初拉升，正虹科技（000702）触及涨停，天邦食品（002124）涨超6%，天域生物 （603717）、新希望（000876）、傲农生物（603363）跟涨。 ...

Core Viewpoint - The domestic pig prices have been recovering since July, with limited fluctuations expected in the second half of the year, despite a weak demand-supply balance in the pig farming industry [1][5]. Group 1: Market Performance - In June, the average sales price of listed pig companies declined year-on-year and month-on-month due to weak market conditions, with declines ranging from 15% to 20% [2][3]. - Major companies like Muyuan Foods (牧原股份) reported a significant increase in sales volume, achieving a record monthly high of 7.019 million pigs sold in June, with a revenue increase of 27.65% year-on-year [3][4]. - Smaller pig companies showed varied performance, with some doubling their sales while others experienced declines of over 10% [1][2]. Group 2: Price Trends - The average pig price in June hit a 16-month low, dropping to 13.96 yuan/kg, but began to recover in July, reaching 15.31 yuan/kg, the highest since the Spring Festival [2][5]. - The recent price rebound has improved breeding profits, with losses from purchased piglets decreasing to 26.26 yuan per head, while self-breeding profits increased to approximately 119.72 yuan per head [5][6]. Group 3: Industry Dynamics - The current pig cycle has emerged from its bottom, but the industry remains in a state of oversupply, leading to slow recovery in profitability for listed companies [1][6]. - The government has been guiding the industry towards destocking and capacity reduction, with recent reports indicating that capacity control measures may have already begun [1][6][7]. - The number of breeding sows is a key variable affecting future pig prices, with the Ministry of Agriculture suggesting a reduction of around 1 million breeding sows to optimize production [7]. Group 4: Future Outlook - Analysts predict that the pig farming industry may enter a new era of high-quality competition, with a focus on cost control and operational efficiency becoming critical for large-scale farming enterprises [6][7]. - The expected limited fluctuations in pig prices in the second half of the year will depend on consumer demand for pork, with policies likely to provide a price floor [7].

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen markets have announced significant developments, including management changes, stock trading fluctuations, and major contracts, which may present investment opportunities and risks for investors [2]. Group 1: Management Changes and Legal Issues - Scanda's chairman and general manager, Li Yuejie, along with director Zhu Chuncheng, have been subjected to criminal coercive measures due to alleged violations related to information disclosure [3]. - Longhong High-Tech is planning to acquire 100% equity of Guangxi Changke, leading to a stock suspension for up to 10 trading days [6]. Group 2: Stock Trading and Performance - New Asia Electronics reported abnormal stock trading with a cumulative price deviation exceeding 20% over three days, while confirming that its operations are normal and consistent with previously disclosed share reduction plans [5]. - ST Tiexin announced the removal of risk warnings and a name change, which will increase the trading limit from 5% to 10% [8]. Group 3: Financial Performance Forecasts - Industrial Fulian expects a net profit increase of 36.84% to 39.12% year-on-year for the first half of 2025, driven by a surge in AI-related business [18]. - Huayou Cobalt anticipates a net profit increase of 55.62% to 67.59% for the same period, benefiting from integrated operations and rising cobalt prices [19]. - Guoli Co. forecasts a staggering net profit increase of 130.91% to 158.08% for the first half of 2025, attributed to new product and market expansions [20]. - Bangji Technology expects a net profit increase of 166.77% to 200.91%, driven by increased sales from direct sales channels [21]. - Lier Chemical predicts a net profit increase of 185.24% to 196% due to rising product sales and cost reduction efforts [25]. Group 4: Major Contracts and Projects - Huadian Science and Technology signed significant contracts worth approximately RMB 25.16 billion for coal handling and transportation systems [41]. - Aerospace Engineering is the first candidate for a project with a bid of RMB 23.92 billion for a coal gasification facility [43].

7月7日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者参 考。 【品大事】 斯康达：公司董事长兼总经理李月杰和董事朱春城被采取刑事强制措施 工业富联二季度净利润预增约五成 工业富联(601138)发布2025年半年度业绩预告，预计上半年实现归母净利润119.58亿元—121.58亿元， 同比上升36.84%到39.12%；预计第二季度实现归母净利润67.27亿元到69.27亿元，同比上升47.72%— 52.11%，均创下同期历史新高。业绩大幅增长主要得益于AI相关业务的爆发，在第二季度AI服务器营 收同比增长超过60%，800G交换机营收达2024全年的3倍。 华友钴业：上半年净利同比预增55.62%到67.59% 瑞斯康达(603803)公告，7月5日，公司收到相关人员家属通知，因涉嫌违规披露、不披露重要信息罪， 根据《中华人民共和国刑事诉讼法》第八十二条的规定，北京市公安局朝阳分局决定对公司董事长兼总 经理李月杰和董事朱春城采取刑事强制措施，其中朱春城已被取保候审。经与有关部门了解，上述涉嫌 违规披露、不披露重要信息事项与2023年9月中国证监会对公司做出的行政处罚系同 ...

证券代码：000702 证券简称： 正虹科技 公告编号：2025—039 湖南正虹科技发展股份有限公司 2025 年 6 月生猪销售简报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、生猪销售情况 湖南正虹科技发展股份有限公司（以下简称"公司"）2025 年 6 月销售生 猪 2.65 万头，销售收入 4,135.44 万元，环比变动分别增长 217.03%、282.91%。 同比变动分别增长 245.91%、118.98%。 2025 年 1-6 月份，公司累计销售生猪 6.30 万头，累计销售收入 8,346.26 万元，销量同比增长 70.98%、销售收入同比增长 21.28%。 二、原因说明 公司本月生猪销售同比增长的主要原因是公司生猪出栏量增加所致。 四、其他提示 三、风险提示 1、上述披露仅包含公司生猪养殖业务销售情况，不含其它业务。 2、生猪市场价格波动的风险是整个生猪生产行业的系统风险，对任何一家 生猪生产者来说，都是客观存在的、不可控制的外部风险。生猪市场价格的大幅 波动，可能会对公司的经营业绩产生重大影响。 3、上述数据均未经审计，与 ...

正虹科技（000702）公告，2025年6月销售生猪2.65万头，销售收入4135.44万元，环比变动分别增长 217.03%、282.91%。同比变动分别增长245.91%、118.98%。2025年1-6月份，公司累计销售生猪6.3万 头，累计销售收入8346.26万元，销量同比增长70.98%、销售收入同比增长21.28%。公司本月生猪销售 同比增长的主要原因是公司生猪出栏量增加所致。 ...

Summary of Key Points Core Viewpoint - The company, Hunan Zhenghong Technology Development Co., Ltd., has announced the provision of guarantees for its subsidiaries to support their financing needs, which is aimed at enhancing operational capabilities and financial stability [1][2]. Group 1: Guarantee Details - The company will provide guarantees for three subsidiaries with the following limits: - Hunan Zhenghong Yingtian Feed Co., Ltd.: CNY 35 million - Zhenghong Group (Suqian) Agricultural Development Co., Ltd.: CNY 15 million - Yueyang Hongtong Breeding Co., Ltd.: CNY 150 million [2]. - The guarantees are not related to any affiliated parties [2]. Group 2: Financial Performance of Subsidiaries - Hunan Zhenghong Yingtian Feed Co., Ltd. reported total assets of CNY 106.1 million and a net profit of CNY -179,944.43 as of May 31, 2025 [2]. - Zhenghong Group (Suqian) Agricultural Development Co., Ltd. had total assets of CNY 26.7 million and a net profit of CNY -840,626.51 as of May 31, 2025 [2]. - Yueyang Hongtong Breeding Co., Ltd. reported total assets of CNY 26.5 million and a net profit of CNY 4,994,443.79 as of May 31, 2025 [2][3].

证券代码：000702 证券简称：正虹科技 公告编号：2025-038 湖南正虹科技发展股份有限公司 关于为子公司提供担保的补充公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 湖南正虹科技发展股份有限公司（以下简称"公司"）于2025年7月2日在《证 券时报》、巨潮资讯网（http://www.cninfo.com.cn）披露了《关于为子公司提 供担保的公告》（公告编号：2025-036号）。为帮助投资者更好地理解该公告内 容，现补充披露如下： 一、担保情况概述 子公司融资担保明细表 注：公司对下属非全资子公司担保时，该子公司其他股东应按出资比例提供 同等条件的担保，或为公司向超出持股比例提供的担保提供再担保。 二、被担保人的基本情况 （一）湖南正虹营田饲料有限责任公司 单位：万元 被担保方 持股比例 拟提供担保上限 是否关联担保 湖南正虹营田饲料有限责任公司 100% 3500 否 正虹集团（宿迁）农业发展有限公司 100% 1500 否 岳阳虹通养殖有限责任公司 70% 15000 否 1、类型：有限责任公司（非自然人投资或控股的法人独资） 2、法定 ...

湖南正虹科技发展股份有限公司 证券代码：000702 证券简称：正虹科技 公告编号：2025-035 5、向广发银行股份有限公司岳阳分行申请综合授信额度最高不 超过3000万元； 6、向中国建设银行股份有限公司岳阳金鹗支行申请综合授信额 度最高不超过10000万元； 关于公司及子公司向银行申请综合授信额度的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 湖南正虹科技发展股份有限公司（以下简称"公司"）于 2025 年 7 月 1 日召开第九届董事会第二十七次会议，审议并通过了《关于公 司及子公司向银行申请综合授信额度的议案》，具体情况如下： 根据公司日常生产经营和业务发展的需要，为满足公司经营及业 务拓展对资金的需求，公司和下属子公司拟向银行申请总额度不超过 3.25 亿元的综合授信。授信额度有效期自公司 2025 年第三次临时股 东会审议通过之日起 12 个月。在授权期限内，授信额度可循环使用。 申请授信额度的具体情况预计如下： 1、向中国光大银行股份有限公司岳阳分行申请综合授信额度最 高不超过6000万元； 2、中国农业银行股份有限公司岳阳屈原支行申 ...

证券代码：000702 证券简称：正虹科技 公告编号：2025-036 湖南正虹科技发展股份有限公司 关于为子公司提供担保的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 湖南正虹科技发展股份有限公司（以下简称"公司"）于2025 年7月1日召开第九届董事会第二十七次会议,审议并通过了《关于为 子公司提供担保的议案》,具体情况如下： 三、担保协议的主要内容 上述担保事项尚未正式签署担保协议，最终实际担保金额和期限 由被担保人与银行共同协商确定，具体担保种类、方式、金额、期限 等以最终签署的相关文件为准。 四、董事会意见 一、担保情况概述 为满足子公司业务发展及日常流动资金的需求，保障其业务顺利 开展，公司拟为子公司向银行申请授信融资提供总额合计不超过 20000万元担保（最终以实际担保额度为准）,担保种类包括一般保证、 连带责任保证、抵押、质押、反担保等，其中向资产负债率70%以下 的子公司提供担保额度合计不超过5000万元，向资产负债率70%以上 的子公司提供担保额度合计不超过15000万元。担保范围为融资类担 保（包括贷款、银行承兑汇票、信用证、保函 ...