本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、2025 年 7 月份生猪销售情况 公司 2025 年 7 月销售生猪 5.62 万头，环比增长 10.23%,同比下降 0.15%；销售收入 9,750.29 万元，环比增长 10.61%，同比下降 21.19%。 证券代码：000735 证券简称：罗牛山 公告编号：2025-026 罗牛山股份有限公司 2025 年 7 月畜牧行业销售简报 上述数据未经审计，与定期报告披露的数据可能存在差异，因此上述 数据仅作为阶段性数据供投资者参考。 二、风险提示 （一）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。 （二）生猪市场价格的大幅波动（下降或上升），都可能会对公司的 经营业绩产生重大影响，敬请广大投资者审慎决策，注意投资风险。 2025 年 1-7 月，公司累计销售生猪 37.36 万头，同比下降 14.13%； 累计销售收入 70,325.30 万元，同比下降 7.42%。 （三）生猪市场价格变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。 三、其 ...

Group 1 - The company announced that in July 2025, it sold 56,200 pigs, representing a month-on-month increase of 10.23% but a year-on-year decrease of 0.15% [1] - The sales revenue for July 2025 reached 97.5029 million yuan, showing a month-on-month growth of 10.61% but a year-on-year decline of 21.19% [1] - From January to July 2025, the cumulative sales of pigs totaled 373,600, reflecting a year-on-year decrease of 14.13% [1] Group 2 - The cumulative sales revenue from January to July 2025 amounted to 703 million yuan, which is a year-on-year decrease of 7.42% [1]

Core Insights - The animal vaccine sector saw a rise of 1.41%, ranking 8th among concept sectors, with 15 stocks increasing in value, led by Shenlian Bio, Kanghua Bio, and Tiankang Bio, which rose by 9.71%, 8.60%, and 2.02% respectively [1][2] - The sector experienced a net outflow of 6.53 million yuan in capital, with seven stocks receiving net inflows, primarily led by Guoyao Modern, which saw a net inflow of 29.79 million yuan [2][3] - The top three stocks by net inflow ratio were Guoyao Modern at 17.35%, Kexing Pharmaceutical at 9.18%, and Luoniushan at 9.02% [3] Stock Performance - Guoyao Modern had a daily increase of 1.35% with a turnover rate of 1.14% and a net capital flow of 29.79 million yuan [3] - Kexing Pharmaceutical increased by 0.54% with a turnover rate of 2.79% and a net capital flow of 24.08 million yuan [3] - Luoniushan rose by 1.11% with a turnover rate of 2.44% and a net capital flow of 16.07 million yuan [3] Declining Stocks - Xianfeng Holdings, Biotech Shares, and Yongshun Bio were among the stocks with the largest declines, falling by 3.05%, 1.04%, and 0.60% respectively [1][4] - Other notable declines included Tian Kang Bio at 2.02% and Ruipu Bio at 0.56% [4]

Group 1 - The core viewpoint of the news is that Luoniushan Co., Ltd. has experienced significant declines in revenue and profit in its latest financial report, indicating potential challenges for the company moving forward [1][3]. - As of August 1, 2025, Luoniushan's stock price closed at 6.29 yuan, down 0.47%, with a trading volume of 206,200 hands and a transaction amount of 130 million yuan [1]. - The company's latest quarterly report shows total revenue of 451 million yuan, a year-on-year decrease of 50.74%, and a net profit attributable to shareholders of 8.12 million yuan, down 91.36% year-on-year [1]. Group 2 - Luoniushan has made investments in 63 companies and participated in 37 bidding projects, indicating active engagement in business expansion [2]. - The company holds 139 trademark registrations and has obtained 249 administrative licenses, reflecting its commitment to intellectual property and regulatory compliance [2]. - Luoniushan was established in 1987 and is primarily engaged in agriculture, with a registered capital of approximately 11.52 billion yuan [1][2].

Core Viewpoint - The company, 罗牛山, stated that as of July 31, 2025, the total number of shareholders is expected to be approximately 96,700 [1] Summary by Relevant Categories - **Shareholder Information** - The company anticipates that the total number of shareholders will be around 96,700 by the end of July 2025 [1]

Group 1 - The horse racing concept sector declined by 2.40%, ranking among the top declines in concept sectors, with *ST Zhengping hitting the limit down, and companies like Luoniushan, Hainan Rubber, and Zhujiang Piano also experiencing significant declines [1] - Among the horse racing concept stocks, only two saw price increases, with Zhongmu Co. rising by 0.25% and Xinhua Dou by 0.15% [1] - The horse racing concept sector experienced a net outflow of 138 million yuan from main funds today, with Luoniushan leading the outflow at 94.32 million yuan [2] Group 2 - The top gainers in concept sectors included Sora concept (2.98%), lithography machines (2.79%), and multimodal AI (2.30%), while the Hainan Free Trade Zone and horse racing concept were among the largest decliners [2] - The main fund outflow rankings for the horse racing concept included Luoniushan (-5.54%), *ST Zhengping (-4.88%), and Hainan Rubber (-5.45%) [2] - The trading turnover rate for Luoniushan was 10.64%, while *ST Zhengping had a turnover rate of 4.64% [2]

Group 1 - The horse racing concept sector increased by 4.67%, ranking second in terms of sector gains, with seven stocks rising, including Hainan Rubber and Roniu Mountain reaching the daily limit [1] - The top gainers in the horse racing concept include *ST Zhengping, Zhongti Industry, and Xinhua Dou, with increases of 4.79%, 3.27%, and 2.45% respectively [1] - The Hainan Free Trade Zone concept led the day's gains with an increase of 9.11%, while the horse racing concept followed closely [2] Group 2 - The horse racing concept sector saw a net inflow of 268 million yuan from main funds, with Roniu Mountain receiving the highest net inflow of 151 million yuan [2] - The net inflow ratios for Roniu Mountain, Zhongti Industry, and Hainan Rubber were 19.48%, 13.83%, and 8.94% respectively, indicating strong investor interest [3] - The trading volume for Roniu Mountain was 150.6 million yuan, with a turnover rate of 9.84%, reflecting active trading in this stock [3]

Group 1 - The A-share market showed an overall upward trend on July 24, with the Hainan sector experiencing significant growth, becoming one of the market's highlights [1][2] - The Shanghai Composite Index rose by 0.48% to 3599.44 points, while the Shenzhen Component Index increased by 0.65% and the ChiNext Index by 0.72% [2] - Hainan sector surged over 9% by midday, with individual stocks like Kangzhi Pharmaceutical hitting a 20% limit up, and several others also reaching their daily limit [4][5] Group 2 - Major industry sectors such as retail, steel, and real estate saw gains exceeding 2%, while sectors like telecommunications and banking underperformed [4] - The Hainan sector's total market capitalization reached 349.73 billion, with a trading volume of 22.206 billion [5] - Specific stocks in the Hainan sector, including Hainan Airport and Hainan Highway, also recorded significant increases, with many stocks showing around 10% gains [6] Group 3 - The State Council announced that the Hainan Free Trade Port will officially start its closure operation on December 18, 2025, with new policies aimed at enhancing trade and investment [7][8] - The zero-tariff policy will expand significantly, increasing the proportion of zero-tariff imported goods from 21% to 74%, covering 6600 items [8] - The new policies will facilitate easier trade management and more efficient regulatory measures, promoting a smoother implementation of the open policies [7][8]

Group 1 - The A-share horse racing concept is experiencing a strong fluctuation, with notable increases in stock prices [1] - Luoniushan has risen nearly 6%, while Hainan Rubber has increased by over 4% [1] - Other companies such as Zhongti Industry, Zhujiang Piano, and Xinhua Dou are also seeing gains [1]

Group 1 - The core viewpoint of the news is the performance of the CSI Land Reform Agricultural Theme Index, which has shown significant growth over the past month, three months, and year-to-date [1] - The CSI Land Reform Agricultural Theme Index has increased by 8.68% in the last month, 7.69% in the last three months, and 3.61% year-to-date [1] - The index reflects the overall performance of listed companies benefiting from agricultural land reform, including sectors such as agricultural land transfer, urban industrial land utilization, agricultural machinery, and water-saving irrigation [1] Group 2 - The top ten weighted companies in the CSI Land Reform Agricultural Theme Index include Shibei Gaoxin (9.87%), Luoniushan (8.15%), Jinyu Group (8.07%), and others [1] - The index's holdings are primarily concentrated in the Shenzhen Stock Exchange (59.62%) and the Shanghai Stock Exchange (40.38%) [1] - The industry composition of the index shows that consumer goods account for 37.68%, materials for 22.47%, and industrials for 22.16% [2] Group 3 - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to specific calculation and maintenance guidelines [2]