Group 1 - The poultry concept sector experienced a decline of 3.89%, ranking among the top losers in the market, with notable declines in companies such as Xiaoming Co., Xiangjia Co., and Huaying Agriculture [1] - The top gaining sectors included automotive chips with a rise of 6.04%, while the top losing sectors included genetically modified crops down by 5.96% and corn down by 5.84% [1] - The poultry sector saw a net outflow of 656 million yuan from major funds, with 21 stocks experiencing outflows, and 8 stocks seeing outflows exceeding 30 million yuan [1] Group 2 - The stock with the highest net outflow was Juxing Agriculture, with a net outflow of 116 million yuan, followed by Wens Foodstuffs and Tiankang Biological with outflows of 111 million yuan and 55.98 million yuan respectively [1] - Other companies in the poultry sector that faced significant net outflows included Tangrenshen, Lihua Co., and Yisheng Co. [1][2] - On the contrary, Yike Food and Chunxue Food were among the few stocks that saw net inflows, with 2.23 million yuan and 14,100 yuan respectively [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000735 证券简称：罗牛山 公告编号：2025-005 罗牛山股份有限公司 2025年3月畜牧行业销售简报 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。 （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。 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3月份生猪销售情况 公司2025年3月销售生猪5.45万头，环比增长10.90%，同比下降26.56%；销售收入10,901.66万元，环比 增长8.26%，同比下降8.97%。 2025年1-3月，公司累计销售生猪14.29万头，同比下降25.51%；累计销售收入29,222.74万元，同比下降 4.14%。 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。 三、其他提 ...

Core Viewpoint - The poultry sector is experiencing a significant surge, with various companies in the chicken industry showing strong performance and potential for growth due to favorable market conditions and recovery in poultry prices. Company Summaries - **Xiangjia Co., Ltd. (002982.SZ)**: Current price is 25.81 CNY, with a three-day consecutive increase of 10.02%. The company has a market capitalization of 2.39 billion CNY and is a leader in the yellow feathered chicken industry, covering breeding, farming, slaughtering, and fresh poultry sales. A strong trading volume of 30.22% indicates active speculation in the market, with a turnaround in profitability and a bullish technical pattern reinforcing upward momentum [1]. - **Huaying Agriculture (002321.SZ)**: Current price is 2.77 CNY, with a first limit-up of 9.92%. The market capitalization stands at 5.88 billion CNY. The company has eight major chicken farms with ongoing capacity release, and net inflow from institutional investors exceeded 50 million CNY. A moderate turnover rate of 6.84% suggests that its low price is attracting risk-averse capital, with recovering poultry prices providing room for valuation recovery [2]. - **Juxing Agriculture (603477.SS)**: Current price is 23.10 CNY, with a first limit-up of 10.00%. The market capitalization is 11.78 billion CNY. This integrated feed and farming enterprise has over 40% of its business in yellow feathered chickens. A turnover rate of 11.43%, along with rising volume and price, indicates strong market interest, and the spillover effect from the pig farming sector is notable [3]. - **Yisheng Livestock (002458.SZ)**: Current price is 10.34 CNY, with a first limit-up of 10.00%. The market capitalization is 7.74 billion CNY. The company is a dominant player in white feathered chicken breeding, with its proprietary "Yisheng 909" variety breaking international monopolies. A stable turnover rate of 9.10% reflects institutional investment interest, and the limited introduction of grandparent stock enhances the premium pricing ability of its seedlings [4]. - **Tangrenshen (002567.SZ)**: Current price is 5.27 CNY, with a first limit-up of 10.02%. The market capitalization is 7.54 billion CNY. The company controls the chicken seed supply chain in Hunan through Jitai Agriculture, with a high turnover rate of 14.40% indicating accelerated expectations of profitability recovery. The decline in feed costs combined with rising chicken prices creates a dual positive effect [5]. - **Ronioushan (000735.SZ)**: Current price is 6.49 CNY, with a first limit-up of 10.00%. The market capitalization is 7.47 billion CNY. The company operates the entire value chain for Wenchang chicken, with a moderate turnover rate of 9.59% highlighting the rarity of regional specialty breeds. The policy benefits from the Hainan Free Trade Port are aiding the upgrade of high-end poultry consumption [6].

证券代码：000735 证券简称：罗牛山 公告编号：2025-005 罗牛山股份有限公司 2025 年 3 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 3 月份生猪销售情况 公司 2025 年 3 月销售生猪 5.45 万头，环比增长 10.90%，同比下降 26.56%；销售收入 10,901.66 万元，环比增长 8.26%，同比下降 8.97%。 特此公告。 罗牛山股份有限公司 董 事 会 2025 年 1-3 月，公司累计销售生猪 14.29 万头，同比下降 25.51%； 累计销售收入 29,222.74 万元，同比下降 4.14%。 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。 （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， ...

Group 1 - The horse racing concept sector increased by 1.31%, ranking fifth among concept sectors in terms of growth, with three stocks rising, including Zhengping Co., which hit the daily limit, and Luoniushan and Hainan Rubber, which rose by 1.05% and 0.78% respectively [1][2] - The leading decliners in the sector included Zhujiang Piano, Xinhua Du, and Zhongti Industry, which fell by 0.82%, 0.80%, and 0.60% respectively [1][2] Group 2 - The horse racing concept sector saw a net inflow of 0.78 billion yuan from main funds today, with three stocks receiving significant inflows, led by Zhengping Co. with a net inflow of 60.81 million yuan, followed by Luoniushan and Hainan Rubber with net inflows of 12.98 million yuan and 12.60 million yuan respectively [2] - In terms of fund inflow ratios, Zhengping Co., Hainan Rubber, and Luoniushan had the highest net inflow rates at 13.15%, 7.59%, and 4.60% respectively [2]

罗牛山股份有限公司 2025 年 2 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 2 月份生猪销售情况 公司 2025 年 2 月销售生猪 4.91 万头，销售收入 10,069.96 万元，环 比变动分别为 25.24%、22.04%，同比变动分别为 23.24%、46.46%。 2025 年 1-2 月，公司累计销售生猪 8.84 万头，同比下降 24.85%；累 计销售收入 18,321.08 万元，同比下降 1.01%。 证券代码：000735 证券简称：罗牛山 公告编号：2025-004 三、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。 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、原因说明 本月生猪销售收入较上年同期有所增长的主要原因是受国内生猪市 场价格变化及节后客户需求增长的影响。 （三）生猪市场价格变动 ...

Group 1 - The company, Luoniushan, reported a sales volume of 39,200 pigs in January 2025, with a sales revenue of 82.51 million yuan [1] - The sales volume and revenue showed a month-on-month decline of 40.70% and 38.34% respectively [1] - Year-on-year comparisons indicated a decrease of 49.52% in sales volume and a decline of 29.07% in sales revenue [1]

证券代码：000735 证券简称：罗牛山 公告编号：2025-003 罗牛山股份有限公司 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。 2025 年 1 月畜牧行业销售简报 二、原因说明 本月生猪销售数量和销售收入同比、环比均下降的主要原因是适逢 春节假期，销售天数减少。 三、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。 一、2025 年 1 月份生猪销售情况 公司 2025 年 1 月销售生猪 3.92 万头，销售收入 8,251.12 万元，环 比变动分别为-40.70%、-38.34%，同比变动分别为-49.52%、-29.07%。 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。 四、其他提示 《证券时报》、《中国证券报》以及巨潮资讯网（www.cninfo.com.cn） 为公司指定的信息披露媒体，公司所有信息均以公司在上述媒体刊登的公 告为准。 特此公告。 ...

Financial Performance - The company expects a net profit attributable to shareholders of 260 million to 320 million yuan, a significant increase of 152.62% to 164.76% compared to a loss of 494.0971 million yuan in the same period last year [3]. - The net profit after deducting non-recurring gains and losses is projected to be between 300 million and 360 million yuan, representing an increase of 193.48% to 212.18% from a loss of 320.9165 million yuan in the previous year [3]. - Basic earnings per share are expected to be between 0.2258 yuan and 0.2779 yuan, recovering from a loss of 0.4291 yuan per share in the same period last year [3]. Factors Influencing Profitability - The increase in profitability is attributed to the rise in pig market prices, continuous improvement in livestock breeding indicators, and a decrease in breeding costs [5]. Real Estate Contributions - The company's real estate projects, including the second phase of the Luoniushan Plaza and the 118C project, have met delivery conditions, contributing to revenue recognition despite a slight decrease in project turnover compared to last year [7].

签署《股份收购协议》暨关联交易的进展公告 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。 罗牛山股份有限公司（以下简称"公司"）于 2024 年 12 月 2 日 召开了第十届董事会第十六次临时会议，审议通过了《关于收购上海 同仁药业股份有限公司部分股份并签署<股份收购协议>暨关联交易 的议案》，同意公司与控股股东罗牛山集团有限公司（以下简称"罗 牛山集团"）签订《股份收购协议》以自有资金 9,670 万元收购罗牛 山集团持有的上海同仁药业股份有限公司（以下简称"同仁药业"） 46.3578%股权。本次交易完成后，公司持有的同仁药业股权比例由 16.80%变更为 63.1578%，且同仁药业将纳入公司合并报表范围。具体 内容详见公司于 2024 年 12 月 3 日披露的《第十届董事会第十六次临 时会议决议公告》（公告编号：2024-047）和《关于收购上海同仁药 业股份有限公司部分股份并签署<股份收购协议>暨关联交易的公告》 （公告编号：2024-048）。 证券代码：000735 证券简称：罗牛山 公告编号：2024-050 根据《股份收购协议》，公司分别于 ...