Core Viewpoint - The report by Zhiyan Consulting highlights the growth potential of China's meat processing industry, projecting significant increases in production and market opportunities from 2025 to 2031 [1]. Industry Summary - According to the National Bureau of Statistics, China's fresh and chilled meat production is expected to reach 3.5 million tons in April 2025, representing a year-on-year growth of 11.5% [1]. - From January to April 2025, the cumulative production of fresh and chilled meat in China is projected to be 13.724 million tons, with a cumulative growth rate of 9.9% [1]. Company Summary - Listed companies in the meat processing sector include Shuanghui Development (000895), Roniu Mountain (000735), Huaying Agriculture (002321), New Hope (000876), Tangrenshen (002567), and Yisheng Shares (002458) [1].

Core Insights - The aquaculture sector saw a rise of 0.66% on October 14, with Shennong Group leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Aquaculture Sector Performance - Shennong Group (605296) closed at 31.39, up 2.51% with a trading volume of 58,200 shares and a turnover of 183 million [1] - Other notable performers included: - Luoniushan (000735) at 6.58, up 1.70% with a turnover of 319 million [1] - Xiantan Co. (002746) at 6.25, up 1.63% with a turnover of 111 million [1] - Muyuan Foods (002714) at 53.70, up 1.13% with a turnover of 3.169 billion [1] Capital Flow Analysis - The aquaculture sector experienced a net inflow of 64.59 million from institutional investors, while retail investors contributed a net inflow of 71.36 million [2] - Notable capital flows included: - Muyuan Foods saw a net inflow of 89.62 million from institutional investors [3] - Luoniushan had a net inflow of 33.35 million from institutional investors [3] - Shennong Group experienced a net inflow of 29.15 million from institutional investors [3]

Group 1 - The core point of the article is the sales performance of the company in the pig farming industry for September 2025, highlighting both monthly and year-on-year growth in sales volume and revenue [2]. Group 2 - In September 2025, the company sold 62,800 pigs, representing a month-on-month increase of 17.14% and a year-on-year increase of 27.21% [2]. - The sales revenue for September 2025 reached 118.244 million yuan, with a month-on-month increase of 23.70% and a year-on-year increase of 16.48% [2]. - For the period from January to September 2025, the company sold a total of 490,000 pigs, which is a year-on-year decrease of 7.91%, and the cumulative sales revenue was 917.0873 million yuan, down 6.52% year-on-year [2].

Core Insights - In September, the company sold 62,800 pigs, representing a month-on-month increase of 17.14% and a year-on-year increase of 27.21% [1] - The sales revenue for September reached 118 million yuan, with a month-on-month increase of 23.70% and a year-on-year increase of 16.48% [1] - For the period from January to September 2025, the company accumulated sales of 490,000 pigs, showing a year-on-year decline of 7.91% [1] - The cumulative sales revenue for the same period was 917 million yuan, reflecting a year-on-year decrease of 6.52% [1]

Core Insights - The company reported significant growth in the livestock sector for September 2025, with a notable increase in both sales volume and revenue [1] Sales Performance - The company sold 62,800 pigs in September 2025, representing a month-on-month increase of 17.14% and a year-on-year increase of 27.21% [1] - The sales revenue reached 118 million yuan in September 2025, showing a month-on-month growth of 23.70% and a year-on-year growth of 16.48% [1]

Core Viewpoint - The company, Ronioushan, reported a significant increase in pig sales and revenue for September 2025, while the cumulative sales and revenue for the first nine months of 2025 showed a decline compared to the previous year [1] Group 1: Sales Performance - In September 2025, the company sold 62,800 pigs, representing a month-on-month increase of 17.14% and a year-on-year increase of 27.21% [1] - The sales revenue for September 2025 reached 118.244 million yuan, reflecting a month-on-month growth of 23.70% and a year-on-year growth of 16.48% [1] Group 2: Cumulative Sales and Revenue - For the period from January to September 2025, the company sold a total of 490,000 pigs, which is a year-on-year decrease of 7.91% [1] - The cumulative sales revenue for the first nine months of 2025 was 917.0873 million yuan, showing a year-on-year decline of 6.52% [1]

Core Insights - The company reported a significant increase in pig sales for September 2025, with 62,800 pigs sold, representing a month-on-month growth of 17.14% and a year-on-year growth of 27.21% [1] - The sales revenue for September 2025 reached 118 million yuan, showing a month-on-month increase of 23.70% and a year-on-year increase of 16.48% [1] - For the first nine months of 2025, the company sold a total of 490,000 pigs, which is a year-on-year decline of 7.91%, with cumulative sales revenue of 917 million yuan, down 6.52% year-on-year [1]

证券代码：000735 证券简称：罗牛山 公告编号：2025-031 （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。 罗牛山股份有限公司 2025 年 9 月畜牧行业销售简报 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 9 月份生猪销售情况 公司 2025 年 9 月销售生猪 6.28 万头，环比增长 17.14%,同比增长 27.21%；销售收入 11,824.40 万元，环比增长 23.70%，同比增长 16.48%。 2025 年 1-9 月，公司累计销售生猪 49.00 万头，同比下降 7.91%；累 计销售收入 91,708.73 万元，同比下降 6.52%。 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 （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。 （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、 ...

格隆汇10月13日丨罗牛山(000735.SZ)公布，公司2025年9月销售生猪6.28万头，环比增长17.14%,同比增 长27.21%；销售收入11,824.40万元，环比增长23.70%，同比增长16.48%。2025年1-9月，公司累计销售 生猪49.00万头，同比下降7.91%；累计销售收入91,708.73万元，同比下降6.52%。 ...

罗牛山公告，2025年9月销售生猪6.28万头，环比增长17.14%，同比增长27.21%；销售收入1.18亿元， 环比增长23.70%，同比增长16.48%。2025年1-9月累计销售生猪49万头，同比下降7.91%；累计销售收 入9.17亿元，同比下降6.52%。 ...