Market Overview - On August 18, the aquaculture sector rose by 0.41% compared to the previous trading day, with Tianyu Biological leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Stock Performance - Key stocks in the aquaculture sector showed varied performance, with Tianyu Biological closing at 8.17, up 3.16%, and Shennong Group at 32.08, up 0.56% [1] - Other notable performers included Shengnong Development at 17.28, up 2.67%, and Yike Food at 11.70, up 1.21% [1] Trading Volume and Value - The trading volume for Tianyu Biological was 183,800 shares, with a transaction value of 150 million yuan [1] - Shengnong Development had a trading volume of 380,900 shares, with a transaction value of 654 million yuan [1] Capital Flow - The aquaculture sector experienced a net outflow of 97.087 million yuan from institutional investors, while retail investors saw a net outflow of 124 million yuan [2] - Conversely, speculative funds recorded a net inflow of 221 million yuan [2] Individual Stock Capital Flow - Muyuansheng had a net inflow of 43.3368 million yuan from institutional investors, while it faced a net outflow of 38.4479 million yuan from speculative funds [3] - Shengnong Development also saw a net inflow of 24.6627 million yuan from institutional investors, with a net outflow of 10.6830 million yuan from speculative funds [3]

天眼查商业履历信息显示，东瑞食品集团股份有限公司，成立于2002年，位于河源市，是一家以从事农 副食品加工业为主的企业。企业注册资本25778.4001万人民币，实缴资本25778.1001万人民币。公司法 定代表人为袁建康。 通过天眼查大数据分析，东瑞食品集团股份有限公司共对外投资了13家企业，参与招投标项目37次，知 识产权方面有商标信息5条，专利信息14条，此外企业还拥有行政许可14个。 来源：金融界 金融界消息 截至2025年8月13日收盘，东瑞股份（001201）报收于17.14元，下跌3.38%，换手率3.3%， 成交量7.74万手，成交金额1.34亿元。 资金流向方面，今日主力资金净流出1454.62万元，占比成交额10.88%。其中，超大单净流出1049.04万 元、占成交额7.85%，大单净流出405.58万元、占成交额3.03%，中单净流出流入1308.49万元、占成交 额9.79%，小单净流入146.13万元、占成交额1.09%。 东瑞股份最新一期业绩显示，截至2025一季报，公司营业总收入4.94亿元、同比增长76.58%，归属净利 润555.76万元，同比增长93.31%，扣非净利润 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603717 | 天域生物 | 8.27 | 2.35% | 16.53万 | | 1.35亿 | | 301116 | 益客食品 | 11.91 | 1.28% | 9.93万 | | 1.17亿 | | 300498 | 温氏股份 | 17.56 | 0.29% | 38.41万 | | 6.71亿 | | 000876 | 新希望 | 9.73 | 0.10% | 25.98万 | | 2.52亿 | | 002157 | 正邦科技 | 2.86 | 0.00% | 78.20万 | | 2.23亿 | | 002321 | 半英农业 | 2.71 | 0.00% | 37.74万 | | 1.01亿 | | 000735 | 罗牛山 | 6.39 | 0.00% | 21.41万 | | 1.36亿 | | 000048 | 京基督农 | 16.43 | -0.06% | 5.89万 | | 9614.70万 | | 600 ...

上市首日，东瑞股份盘中最高价报91.27元，为该股上市以来最高价。该股目前处于破发状态。 中国经济网北京8月13日讯东瑞股份（001201）(001201.SZ)今日收报17.14元，跌幅3.38%。 东瑞股份于2021年4月28日在深交所主板上市，公开发行股票数量为3167万股，发行价格为63.38元/ 股，保荐机构为招商证券，保荐代表人为罗虎、康自强。 东瑞股份首次公开发行股票募集资金总额为20.07亿元，扣除发行费用后，募集资金净额为18.10亿元。 东瑞股份于2021年4月13日披露的招股说明书显示，该公司拟募集资金18.10亿元，用于紫金东瑞农业发 展有限公司富竹生态养殖项目、连平东瑞农牧发展有限公司传统养殖改高床养殖节能减排增效项目、和 平东瑞农牧发展有限公司高床生态养殖项目、东瑞食品集团股份有限公司致富猪场改扩建(灯塔种猪场 迁改)项目、河源市瑞昌饲料有限公司扩产建设项目、补充流动资金。 东瑞股份首次公开发行股票的发行费用为1.97亿元，其中，保荐及承销费用1.58亿元。 2023年12月27日，东瑞股份披露向特定对象发行股票新增股份变动情况报告暨上市公告书，公司向18家 发行对象共计发行44, ...

Core Viewpoint - The sales reports for July from various listed pig farming companies indicate a general decline in sales volume compared to June, while prices remain at historically low levels [1][2][8]. Sales Performance Summary - Giant Star Agriculture reported sales of 324,100 pigs in July 2025, a year-on-year increase of 44.67%, but a decrease in sales volume and revenue compared to June [4]. - Kemin Foods' subsidiary sold 41,900 pigs in July, with a month-on-month decline of 28.78% but a year-on-year increase of 73.88%. Revenue decreased by 38.92% month-on-month but increased by 6.08% year-on-year [4]. - New Hope sold 1,302,500 pigs in July, with a slight month-on-month decrease of 2.06% and a year-on-year increase of 3.21%. Revenue fell by 3.67% month-on-month and 24.62% year-on-year [5]. - Muyuan Foods reported sales of 6,355,000 pigs in July, a year-on-year increase of 13.02%, but a decrease in sales volume and revenue compared to June [6]. - Wens Foodstuff Group sold 3,164,800 pigs in July, with a year-on-year increase in sales but a decrease in revenue compared to June [6]. Price Trends Summary - The overall market price for live pigs remains low, with the price on August 7, 2025, at 14.34 yuan/kg, slightly up from 14.22 yuan/kg at the end of July 2025, but down from 15.98 yuan/kg at the end of 2024 [9]. - The wholesale price of pork on August 7, 2025, was 20.45 yuan/kg, showing a slight decrease from 20.50 yuan/kg at the end of July 2025 [9]. - The domestic pig futures market has seen some strengthening, with the main contract price reaching 14,100 yuan/ton as of August 7, 2025, compared to less than 13,000 yuan/ton in late May [9].

比如神农集团7月的生猪出栏量更是创下今年最低。 8月7日，《每日经济新闻》记者（以下简称每经记者）致电了上述猪企公开电话，有关人士表示这一现 象同前期仔猪销量大有关。这一逻辑在于，从仔猪到育肥有5至6个月周期，若仔猪销量大，对应育肥猪 的出栏量就会减少。相关分析师表示，7月出栏量环比下降也同学校放暑假有关。 个别猪企7月出栏量创今年新低 8月第二周，牧原股份、金新农、神农集团、东瑞股份等猪企相继披露了7月的销售月报。每经记者发 现，7月猪企销售月报的最大特点是出栏量出现环比下降。 最近一段时间，牧原股份、金新农、神农集团等猪企披露了7月销售简报。记者发现一大共性特征，即7 月出栏量环比大降。 每经记者致电了上述猪企公开电话，牧原股份有关人士表示，同前期仔猪销量大有关。神农集团有关人 士的回答和此类似，也提到与年初仔猪行情好、销量大有关。 金新农有关人士则表示，7月生猪销售头数波动属于正常现象，公司每个月的出栏都有波动。比如5月公 司销售生猪8.11万头，6月销售11.22万头。 值得一提的是，记者查询发现，去年7月同期并未体现出行业出栏环比下降的一致性，有的增长，有的 下降。比如牧原股份去年7月的出栏量增长特 ...

Key Points - The article highlights various significant announcements from different companies, including project investments, operational data, and stock buybacks [1][2][3] Group 1: Project Investments - Maglev Technology plans to invest in the construction of a "maglev compressor and related product R&D production base" [1] - Xianhe Co. intends to invest in an integrated high-performance paper-based new material project [1] - China Shipbuilding Technology aims to invest in a 1.3 million kilowatt wind power project in Xinjiang [1] Group 2: Operational Data - Wen's Co. reported July sales revenue of 2.316 billion yuan from meat chickens and 4.877 billion yuan from live pigs [1][2] - Dongrui Co. recorded July sales revenue of 170 million yuan from live pigs [2] - Jindong Agricultural reported cumulative sales revenue of 7.365 billion yuan from January to July [2] Group 3: Stock Acquisitions - Weichai Heavy Machinery plans to acquire 100% equity of Changbo Company for 492 million yuan [1][2] - Electric Connection Technology intends to acquire 39% equity of Aimers for 180 million yuan [2] - Huaxi Co. plans to acquire 100% equity of Xiefeng Cotton and Hemp for 90 million yuan [2] Group 4: Stock Buybacks - Tapai Group plans to repurchase company shares with an investment of 50 million to 100 million yuan [1][2] Group 5: Performance - BeiGene reported total revenue of 17.518 billion yuan for the first half of the year, a year-on-year increase of 46% [1][3] - Shengmei Shanghai achieved a net profit of 696 million yuan in the first half of the year, a year-on-year growth of 56.99% [2][3] - Liyuan Information reported a net profit of 96.13 million yuan in the first half of the year, a year-on-year increase of 65.79% [3] Group 6: Shareholding Changes - MinDe Electronics' controlling shareholder plans to reduce holdings by up to 4% [1][3] - Qianhong Pharmaceutical's major shareholder plans to reduce holdings by up to 1.67% [1][3] - Ligao Food's shareholders plan to reduce holdings by up to 2.47% [3] Group 7: Other Announcements - Xingyuan Zhuomei received a project designation notification from a client [1][3] - Alloy Investment's controlling shareholder has changed to Jiuzhou Hengchang, with the actual controller changing to Wang Yunzhang [1][3]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 格隆汇9月6日丨东瑞股份(001201.SZ)公布，2024年8月份，公司共销售生猪7.83万头，销售收入1.49亿 元，环比上升18.76%；商品猪销售均价21.72元/公斤，环比上升6.63%。其中向全资子公司河源市东瑞 肉类食品有限公司销售生猪0.31万头。 ...

智通财经APP讯，东瑞股份(001201.SZ)披露2025年7月份生猪销售简报，于2025年7月份，公司共销售生 猪12.02万头，销售收入1.70亿元，环比上升2.39%;商品猪销售均价16.18元/公斤，环比上升3.95%。其中 向全资子公司河源市东瑞肉类食品有限公司销售生猪0.10万头。 ...

东瑞股份（001201）(001201.SZ)披露2025年7月份生猪销售简报，于2025年7月份，公司共销售生猪 12.02万头，销售收入1.70亿元，环比上升2.39%;商品猪销售均价16.18元/公斤，环比上升3.95%。其中向 全资子公司河源市东瑞肉类食品有限公司销售生猪0.10万头。 ...