Group 1 - The company sold 0.10 million pigs in July 2025, with the sales data being unaudited and subject to potential discrepancies with periodic reports [1] - The sales data serves as a reference for investors, indicating a stage in the company's performance [1] Group 2 - The report includes a table summarizing pig sales quantity, sales revenue, and commodity pig prices, although specific figures for sales revenue and prices are not detailed in the provided text [2] - The company emphasizes that the data may have rounding differences and is not fully comprehensive [2]

2025年7月份生猪销售简报 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、2025年7月份生猪销售情况简报 证券代码：001201 证券简称：东瑞股份 公告编号：2025-030 东瑞食品集团股份有限公司 注：因四舍五入，以上数据可能存在尾差。 二、风险提示 （一）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。如果未来生猪市场价格出现大幅下滑，仍然可能造成公司的业 绩下滑。敬请广大投资者审慎决策，注意投资风险。 （二）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 家生猪生产者来讲都是客观存在的、不可控制的外部风险。 三、其他提示 《证券时报》《中国证券报》《上海证券报》《证券日报》以及巨潮资讯网 （www.cninfo.com.cn）为本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，请广大投资者理性决策、谨慎投资、注意风险。 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 ...

人民财讯8月6日电，东瑞股份（001201）8月6日晚间公告，7月公司共销售生猪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。 | 时间 | 生猪销售数量 | | | 生猪销售收入 | 商品猪价格 | | --- | --- | --- | --- | --- | --- | | | (万头) | | | (亿元) | (元/公斤) | | | 当月 | 累计 | 清月 | 累计 | 류月 | | 2024年7月 | 6.59 | 41.98 | 1. 26 | 7. 47 | 20. 37 | | 2024年8月 | 7.83 | 49. 81 | 1.49 | 8.96 | 21. 72 | | 2024年9月 | 8. 37 | 58. 18 | 1. 36 | 10. 33 | 20. 18 | | 2024年10月 | 9. 80 | 67.98 | 1. 30 | 11.63 | 19. 21 | | 2024年11月 | 8. 18 | 76. 15 | 1. 2 ...

Market Overview - The aquaculture sector increased by 0.1% on July 30, with Yisheng Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] Stock Performance - Yisheng Co., Ltd. (002458) closed at 9.01, up 2.04% with a trading volume of 232,600 shares and a turnover of 209 million yuan [1] - Minhe Livestock (002234) closed at 8.84, up 1.73% with a trading volume of 79,600 shares [1] - Lihua Co., Ltd. (300761) closed at 19.54, up 1.24% with a trading volume of 113,500 shares [1] - Other notable stocks include Yike Food (301116) at 11.49 (+0.97%) and Fucheng Co., Ltd. (600965) at 5.26 (+0.77%) [1] Capital Flow - The aquaculture sector experienced a net outflow of 395 million yuan from institutional investors, while retail investors saw a net inflow of 323 million yuan [2] - Speculative funds had a net inflow of 71.99 million yuan [2] Individual Stock Capital Flow - Zhengbang Technology (002157) had a net inflow of 12.77 million yuan from institutional investors, while it faced a net outflow of 16.21 million yuan from speculative funds [3] - Shennong Group (605296) saw a net inflow of 8.35 million yuan from institutional investors but a net outflow of 8.33 million yuan from retail investors [3] - Other stocks like Minhe Livestock (002234) and Yisheng Co., Ltd. (002458) experienced net outflows from institutional and speculative funds [3]

Group 1 - The recent surge in commodity futures prices has attracted widespread market attention, with polysilicon contracts reaching over 50,000 yuan/ton, marking a more than 70% increase from late June [1] - Coking coal contracts also showed strong performance, closing at over 1,100 yuan/ton, reflecting a rebound of over 50% from early June [1] - Other commodities such as industrial silicon and coke have also seen significant price increases, with industrial silicon surpassing 10,000 yuan/ton, a nearly 50% rise since early June [2] Group 2 - The central government's recent meeting emphasized addressing key challenges, including regulating low-price competition and promoting integrated development of domestic and foreign trade [2] - Analysts attribute the commodity price surge to a combination of economic recovery expectations, supply rigidity, and liquidity premiums, with both the US and China manufacturing PMIs returning to expansion territory [2] - The chemical industry is expected to see a recovery in the second half of 2025, driven by reduced capital expenditure and a resurgence in domestic demand [3] Group 3 - Companies with market capitalizations below 10 billion yuan and institutional ratings include those in the pig farming, coal, glass, and organic silicon sectors [3] - Yaxing Chemical, with a market cap of approximately 2.644 billion yuan, specializes in chlorinated polyethylene and other chemical products [4] - Dongrui Co., a modern agricultural enterprise, operates a full industry chain in pig farming, while Beibo Co. focuses on glass deep processing equipment [4]

Group 1 - The A-share pork sector continues to rise, with Bangji Technology increasing by over 8% [1] - Other companies such as Shennong Group, Juxing Agriculture, Luoniushan, Dongrui Shares, Zhenghong Technology, and Wens Foodstuff also experienced gains [1]

Core Viewpoint - Dongrui Co., Ltd. has received an additional quota for exporting live pigs to Hong Kong and Macau for the year 2025, indicating a positive development in its export capabilities [1] Summary by Category Company Developments - Dongrui Co., Ltd. announced that it has received a letter from the Guangdong Provincial Department of Commerce, granting an additional quota of 72,746 live pigs for export to Hong Kong and 343 live pigs for export to Macau for the year 2025 [1] - As of the announcement date, the company has accumulated a total quota of 199,618 live pigs for Hong Kong and 996 live pigs for Macau for the year 2025 [1]

证券代码：001201 证券简称：东瑞股份 公告编号：2025-029 东瑞食品集团股份有限公司 关于获得追加2025年度供港澳活大猪出口配额的公告 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。 一、本次获得追加2025年度供港澳活大猪出口配额情况 1、《广东省商务厅关于追加东瑞食品集团股份有限公司等6家企业2025年 度供港澳活大猪出口配额的函》（粤商务管函〔2025〕77号）。 东瑞食品集团股份有限公司（以下简称"公司"）于近日收到广东省商务 厅来函《广东省商务厅关于追加东瑞食品集团股份有限公司等6家企业2025年度 供港澳活大猪出口配额的函》（粤商务管函〔2025〕77号），主要内容如下： 根据《广东省商务厅关于下达2025年度供港澳活畜禽配额的通知》（粤商务管 函〔2024〕154号）确定的配额分配原则及公司来函申请，现追加东瑞食品集团 股份有限公司2025年度供港活大猪配额72,746头，供澳活大猪配额343头。 《证券时报》、《中国证券报》、《上海证券报》、《证券日报》以及巨潮 资讯网（www.cninfo.com.cn）为公司指定的信息披露媒体 ...

Group 1: Company Overview - The company is Dongrui Food Group Co., Ltd., with stock code 001201 [1] - The half-year performance forecast exchange meeting was held on July 14, 2025 [2][3] Group 2: Sales Performance - In the first half of 2025, the company sold 765,000 pigs, a year-on-year increase of 116.18% [5] - Sales revenue from pig sales reached 1.067 billion yuan, up 71.71% compared to the same period last year [5] - The average selling price of commodity pigs was 15.76 yuan/kg, a decrease of 6.50% year-on-year [5] Group 3: Profit Forecast - The company expects a profit of 2.6 million to 3.9 million yuan for the first half of 2025, representing a growth of 102.36% to 103.54% year-on-year [5] - The turnaround to profitability is attributed to improved production management, increased capacity utilization, and reduced breeding costs [5] Group 4: Cost Management - The target for the complete cost in the second half of 2025 is below 14 yuan/kg [7] - Cost reduction channels include increased output from capacity release, improved management efficiency, and differentiation between export and domestic breeding systems [7] Group 5: Breeding Costs - The complete cost for contracted breeding pigs is approximately 13.5 yuan/kg, while self-bred pigs cost about 14.5 yuan/kg [8] - The company anticipates further reductions in self-bred pig costs with improved capacity utilization [8] Group 6: Future Plans - The company aims to achieve an output of 100,000 pigs in the contracted breeding segment over the next three years, with 60,000 pigs expected this year [9] - The company plans to implement a shareholder dividend return plan once profitability is achieved, considering its current rapid development phase and significant capital expenditures [10] Group 7: Key Metrics - The recent PSY (Pigs per Sow per Year) is approximately 25, and the cost of weaned piglets is about 310 yuan per head [11]

[Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company forecasts a significant turnaround in the first half of 2025, projecting net profit attributable to shareholders between 2.6 million CNY and 3.9 million CNY Key Performance Indicators for H1 2025 Performance Forecast | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Year Same Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Profit: 2.6 million CNY – 3.9 million CNY | Loss: 110.0451 million CNY | | Year-on-Year Change | Increase: 102.36% - 103.54% | - | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Profit: 2.0 million CNY – 3.0 million CNY | Loss: 110.9853 million CNY | | Year-on-Year Change | Increase: 101.80% - 102.70% | - | | **Basic Earnings Per Share** | Profit: 0.01 CNY/share – 0.02 CNY/share | Loss: 0.43 CNY/share | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company explicitly states that the performance forecast data has not undergone pre-audit by an accounting firm - This performance forecast has not been pre-audited by an accounting firm[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The company attributes its H1 2025 turnaround to improved internal production management, leading to enhanced capacity utilization, increased hog sales, and reduced breeding costs - The company's operating performance in the first half of 2025 achieved a turnaround from loss to profit, with key driving factors including[5](index=5&type=chunk) - Improved production management - Steady increase in capacity utilization - Significant increase in hog sales compared to the same period last year - Decrease in hog breeding costs compared to the same period last year [Risk Warning](index=1&type=section&id=IV.%20Risk%20Warning) The company advises investors to consider two core risks: significant fluctuations in hog market prices and potential animal epidemic outbreaks, which could materially impact operating performance - The main risks facing the company's operating performance include[6](index=6&type=chunk) - Significant fluctuations in hog market prices (downward or upward) - Animal epidemic risks [Other Relevant Information](index=2&type=section&id=V.%20Other%20Relevant%20Information) The company states this performance forecast is a preliminary estimate, with final financial data subject to the officially disclosed '2025 Semi-Annual Report' - This performance forecast is a preliminary estimate by the company's financial department, with specific financial data subject to the company's disclosed '2025 Semi-Annual Report'[7](index=7&type=chunk)