[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)

东瑞股份（001201）公告，预计2025年上半年净利润为260万元–390万元，上年同期为亏损1.1亿元，同 比上升102.36%-103.54%。 ...

Core Viewpoint - The article discusses the recent decline in pig prices and the overall performance of the pig farming industry, highlighting changes in supply, demand, and pricing dynamics [3][4]. Group 1: Pig Price Trends - As of July 11, the average price of external three yuan pigs in China was 14.81 yuan/kg, reflecting a week-on-week decrease of 3.52%. The average price for 15 kg piglets was 31.89 yuan/kg, showing a week-on-week increase of 1.79% [3]. - The average weight of market pigs sold this week was 129.03 kg, which is an increase of 0.39 kg compared to the previous week. The national frozen product inventory rate rose to 14.31%, up by 0.08 percentage points [3]. Group 2: June Sales Report Analysis - In June, 13 listed pig companies collectively sold 16.2681 million pigs, representing a month-on-month increase of 2.65% and a year-on-year increase of 47.55%. Major companies like Muyuan, Wens, and New Hope saw varying changes in their sales volumes [4]. - The total number of market pigs sold in June was approximately 13.5449 million, with a month-on-month increase of 3.30% and a year-on-year increase of 43.36%. The sales of piglets decreased slightly by 1.90% month-on-month but increased by 74.14% year-on-year [4]. - The average selling price of market pigs decreased due to inventory reduction, with most companies experiencing a price drop of less than 3% month-on-month and approximately 20% year-on-year [4]. Group 3: Weight and Pricing Dynamics - The average weight of market pigs sold in June was 125.06 kg, down by 0.77 kg month-on-month, indicating a trend towards reducing weight as companies adjust to market conditions [4]. - The average selling price varied among companies, with the lowest at 13.23 yuan/kg and the highest at 15.57 yuan/kg, with most companies maintaining prices between 14-15 yuan/kg [4].

证券代码：001201 证券简称：东瑞股份 公告编号：2025-027 东瑞食品集团股份有限公司 2025年6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6月份生猪销售情况简报 2025年6月份，公司共销售生猪12.71万头，销售收入1.66亿元，环比下降 18.46%；商品猪销售均价15.57元/公斤，环比价格与上月一致。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0.11万头。 2025年1-6月，公司合计销售生猪76.50万头，较上年同期上升116.18%；合 计销售收入10.67亿元，较上年同期上升71.71%；商品猪销售均价15.76元/公斤， 较上年同期下降6.50%。 上述销售数据未经审计，与定期报告披露的数据之间可能存在差异，因此上 述数据仅作为阶段性数据供投资者参考。 | 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 ...

Group 1 - The article highlights the advancements in agricultural technology in Heyuan, focusing on the implementation of smart farming practices and the cultivation of high-quality crops such as "space rice" and local potato varieties [1][4][6] - The Wanlv Smart Unmanned Farm has achieved full mechanization across 5,200 acres of rice fields, requiring only six workers for daily management, with 1,500 acres demonstrating fully automated operations [9][10][11] - The Guangdong Zhaohua Seed Industry Co., Ltd. is leading efforts in rice breeding, having developed a new variety "Huahang Xiangyin" that has been recognized as a super rice variety for 2025, with plans to plant 250,000 acres in 2024 and generate sales of 9 million yuan [17][18][19] Group 2 - The article discusses the establishment of a potato breeding base in the Lighthouse Basin, which aims to solve the issue of transporting seed potatoes from northern regions to Guangdong, thus enhancing local production capabilities [30][34][36] - The base has successfully cultivated 800 million micro potatoes, which are expected to be used for large-scale planting in the upcoming winter season, contributing to the high-quality development of the potato industry in the province [41][51][52] - The article also mentions the establishment of a modern agricultural complex by Dongrui Co., which combines traditional breeding methods with advanced genetic selection, producing a significant number of breeding pigs and poultry [56][58][70] Group 3 - The article outlines the growth of the pig and poultry breeding industry in Heyuan, with several companies achieving national and provincial recognition for their breeding programs, including the establishment of a state-level core breeding farm [60][61][70] - The Guangdong Huifeng Agricultural Technology Co., Ltd. is investing over 400 million yuan in a poultry breeding base, expected to supply over 4 million quality poultry seedlings annually, with a projected annual output value of around 200 million yuan [70][72][73] - The article emphasizes the importance of protecting and utilizing genetic resources in agriculture, with ongoing efforts to collect and preserve various agricultural species to support innovation in breeding [83][84][88]

Core Viewpoint - On June 30, a total of 31 listed companies had their restricted shares unlocked, with a total market value of approximately 31.50 billion yuan [1]. Group 1: Unlocking Details - The specific details of the restricted share unlocks include: - Meili Ecology (000010): 239 million shares from A-share issuance to original shareholders - Xingrong Environment (000598): 4.926 million shares from equity incentive lock-up - Yueyang Xinchang (000819): 526,800 shares from equity incentive lock-up - Gaohong Co., Ltd. (000851): 4.944 million shares from equity incentive lock-up - Zhongyan Chemical (600328): 470,460 shares from equity incentive lock-up - Yangnong Chemical (600486): 115,480 shares from equity incentive lock-up - Kangyuan Pharmaceutical (600557): 2.6093 million shares from equity incentive lock-up - Keda Technology (002518): 1.3953 million shares from equity incentive lock-up - Longci Technology (300835): 562,700 shares from equity incentive lock-up - Weiming Environmental Protection (603568): 3.129 million shares from equity incentive lock-up - Dongrui Co., Ltd. (001201): 486,400 shares from A-share issuance to original shareholders - Sanwei Co., Ltd. (603033): 1.183 million shares from equity incentive lock-up - Naer Co., Ltd. (002825): 140,000 shares from equity incentive lock-up - Jinyinhe (300619): 1.6248 million shares from A-share issuance to legal persons - Tianyuan Environmental Protection (301127): 14.6 million shares with extended lock-up period - Youningwei (301166): 40.6188 million shares with extended lock-up period - Xutian Salt Industry (600929): 3.033 million shares from equity incentive lock-up - Keli Sensor (603662): 722,800 shares from equity incentive lock-up - Gongniu Group (603195): 641,200 shares from equity incentive lock-up - Fuyuan Pharmaceutical (601089): 27.5 million shares from pre-issue lock-up - Xinbang Intelligent (301112): 7.4097 million shares from pre-issue lock-up - Shanghai Port Bay (605598): 29,400 shares from equity incentive lock-up - Dingjide (603255): 507,500 shares from equity incentive lock-up - United Precision (001268): 6.154 million shares from pre-issue lock-up - Pinggao Co., Ltd. (688227): 48.9585 million shares - Chunli Medical (688236): 20.9 million shares - Zhongwulian (688297): 40.3 million shares - Lais Information (688631): 163,480 shares - Shichuang Energy (688429): 200,000 shares - Xindong Link (688582): 220,840 shares - Aike Saibo (688719): 100,000 shares [2].

Summary of Key Points Core Viewpoint - Dongrui Food Group Co., Ltd. is set to lift restrictions on a portion of its previously issued shares, allowing for increased liquidity in the market, which may impact the stock's trading dynamics and shareholder value. Group 1: Share Issuance and Capital Changes - The company approved the issuance of 31,670,000 shares during its initial public offering (IPO), increasing the total share capital from 95,000,000 to 126,670,000 shares [1] - Following the IPO, the company distributed cash dividends of 10 yuan per 10 shares and increased its capital stock by 4 shares for every 10 shares held, resulting in a new total of 177,338,000 shares [2] - A further capital increase was approved, allowing for an additional 2 shares for every 10 shares held, bringing the total to 212,805,600 shares [2] Group 2: Share Lock-up and Release - The controlling shareholder, Yuan Jiankang, and Dongguan Donghui Investment Co., Ltd. committed to not transferring their shares for 36 months post-IPO, with specific conditions for extending the lock-up period if the stock price fell below the IPO price [3][5] - The total number of restricted shares prior to the release was 93,258,039, which accounted for 36.18% of the total share capital [3] - After the release of restrictions, the proportion of unrestricted shares will increase to 90.85%, while restricted shares will decrease to 9.15% [9] Group 3: Compliance and Verification - The company has adhered to all legal and regulatory requirements regarding the release of restricted shares, as confirmed by the sponsor institution [10] - The shareholders involved in the release of restrictions have complied with their commitments made during the IPO and subsequent share issuance [10]

证券代码：001201 证券简称：东瑞股份 公告编号：2025-027 东瑞食品集团股份有限公司 特别提示： 1、东瑞食品集团股份有限公司（以下简称"公司""发行人"）本次上市 流通的限售股为首次公开发行前已发行股份及向特定对象发行股票的部分股份； 2、本次解除首发限售的股东2名，解除限售的股份数量为69,675,333股，占 公司总股本的27.03%，其中首发前限售股为69,188,952股，占公司总股本的 26.84%，首发后限售股为486,381股，占公司总股本的0.19%； 3、本次解除限售股份的上市流通日期为2025年7月1日（星期二）。 一、本次解除限售股份概况 （一）首次公开发行股份情况 经中国证券监督管理委员会《关于核准东瑞食品集团股份有限公司首次公开 发行股票的批复》（证监许可〔2021〕1009号）核准，公司首次公开发行人民币 普通股（A股）31,670,000股。经深圳证券交易所《关于东瑞食品集团股份有限 公司人民币普通股股票上市的通知》（深证上〔2021〕438号）批准，公司股票 于2021年4月28日在深圳证券交易所主板上市交易。首次公开发行前，公司总股 本95,000,000股，发 ...

招商证券股份有限公司 关于东瑞食品集团股份有限公司 首次公开发行前已发行股份及向特定对象发行股票剩余限售股 份解除限售上市流通的核查意见 招商证券股份有限公司（以下简称"保荐机构"或"招商证券"）作为东 瑞食品集团股份有限公司（以下简称"东瑞股份"或"公司"）首次公开发行 股票并上市及向特定对象发行股票的持续督导保荐机构，根据《证券发行上市 保荐业务管理办法》《深圳证券交易所股票上市规则》《深圳证券交易所上市 公司自律监管指引第 13 号——保荐业务》和《深圳证券交易所上市公司自律监 管指引第 1 号——主板上市公司规范运作》等有关规定，对东瑞股份首次公开 发行前已发行股份及向特定对象发行股票上市流通事项进行了审慎核查，具体 情况如下： 一、本次解除限售股份概况 （一）首次公开发行股份情况 经中国证券监督管理委员会《关于核准东瑞食品集团股份有限公司首次公开 发行股票的批复》（证监许可〔2021〕1009 号）核准，公司首次公开发行人民币 普通股（A 股）31,670,000 股。经深圳证券交易所《关于东瑞食品集团股份有限 公司人民币普通股股票上市的通知》（深证上〔2021〕438 号）批准，公司于 2021 ...

Group 1 - Baiyunshan received drug registration certificate for Tadalafil tablets (2.5mg, 5mg) from the National Medical Products Administration, indicating its entry into the erectile dysfunction treatment market [1] - Huayin Power plans to invest approximately 1.398 billion yuan in three renewable energy projects with a total installed capacity of 230 MW [2] - GAC Group reported a 24.8% year-on-year decline in May automobile sales, with total sales of 117,700 units [3] Group 2 - Honghui Fruits and Vegetables announced a potential change in control due to share transfer negotiations, leading to a temporary suspension of its stock and convertible bonds [4] - Fuyuan Pharmaceutical's subsidiary received a drug registration certificate for Bromhexine Hydrochloride oral solution, aimed at treating respiratory diseases [5][6] - Jianghan New Materials plans to repurchase shares worth 200 million to 400 million yuan, with a maximum price of 30 yuan per share [7][8] Group 3 - Sinan Navigation received an administrative regulatory decision from the Shanghai Securities Regulatory Bureau due to multiple issues in its 2024 annual report [9][10] - Hesheng Co. received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [11] - Daqin Railway reported a 1.85% year-on-year decrease in cargo transportation volume in May, totaling 32.96 million tons [13] Group 4 - Ningbo Construction's subsidiary won a design and construction project with a bid of 787 million yuan [14] - Yuehongyuan A announced the termination of a major asset restructuring plan due to failure to reach an agreement on key terms [15][16] - Mingyang Smart Energy reached a 190 million yuan repurchase agreement with Haiji New Energy [18] Group 5 - CNE Group's subsidiary plans to reduce registered capital from 430 million yuan to 330 million yuan [19] - ST Baili received an administrative penalty for failing to disclose non-operating fund occupation matters, resulting in a fine of 4 million yuan [21] - Baichuan Co. completed the repurchase of a 7.14% stake in its subsidiary for 50 million yuan [22] Group 6 - Dongrui Co. reported May sales of 155,400 pigs, generating revenue of 203 million yuan, a decrease of 8.77% month-on-month [25][26] - Pengding Holdings reported a 22.43% year-on-year increase in May consolidated revenue, totaling 2.598 billion yuan [27] - Dabeinong reported May sales of 727,600 pigs, with total revenue of 1.248 billion yuan [28] Group 7 - Lihua Co. reported a 4.77% year-on-year decrease in May chicken sales revenue, totaling 1.118 billion yuan [29][30] - Jindan Technology plans to use up to 300 million yuan of idle funds for entrusted wealth management [31] - Youxunda won a project from the State Grid worth approximately 176 million yuan [33][34] Group 8 - Shenglan Co. received approval for its convertible bond issuance from the Shenzhen Stock Exchange [35][36] - Jingfang Technology's shareholder plans to reduce holdings by up to 2% of the company's shares [37] - Shiji Information's subsidiary signed a significant contract with Marriott for cloud services [39] Group 9 - Northeast Securities' subsidiary plans to terminate its listing on the New Third Board [40] - Yaji International's supervisor is under investigation for insider trading [42][43] - Yian Technology signed a strategic cooperation framework agreement with Shenzhen Hive Interconnect Technology [44] Group 10 - Jinyu Group's subsidiary acquired a real estate project for 3.364 billion yuan [46][47] - Kaiweite's major shareholder plans to reduce holdings by up to 3% of the company's shares [48] - Ningbo Energy's subsidiary plans to publicly transfer fixed assets valued at approximately 17.4372 million yuan [49]