公司于2024年12月27日获得供港2025年度首次分配配额126,872头，于2025年7月17日获得供港追加分配 配额72,746头，于2025年11月12日获得供港追加分配配额5,189头。截至公告日，公司累计获得2025年度 供港配额204,807头。 东瑞股份（001201）(001201.SZ)发布公告，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3家企业2025年度供港澳活大猪出口配额的函》(粤商务管函〔2025〕 116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5,189头。 ...

公司于2024年12月27日获得供港2025年度首次分配配额126,872头，于2025年7月17日获得供港追加分配 配额72,746头，于2025年11月12日获得供港追加分配配额5,189头。截至公告日，公司累计获得2025年度 供港配额204,807头。 智通财经APP讯，东瑞股份(001201.SZ)发布公告，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3家企业2025年度供港澳活大猪出口配额的函》(粤商务管函 〔2025〕116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5,189头。 ...

格隆汇11月13日丨东瑞股份(001201.SZ)公布，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3家企业2025年度供港澳活大猪出口配额的函》（粤商务管函〔2025〕116 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5,189头。 来源：格隆汇APP 公司于2024年12月27日获得供港2025年度首次分配配额126,872头，于2025年7月17日获得供港追加分配 配额72,746头，于2025年11月12日获得供港追加分配配额5,189头。截至本公告日，公司累计获得2025年 度供港配额204,807头。 ...

证券代码：001201 证券简称：东瑞股份 公告编号：2025-042 东瑞食品集团股份有限公司 二、截至本公告日，公司获得的2025年度供港活大猪出口配额情况 公司于2024年12月27日获得供港2025年度首次分配配额126,872头，于2025 年7月17日获得供港追加分配配额72,746头，于2025年11月12日获得供港追加分 配配额5,189头。截至本公告日，公司累计获得2025年度供港配额204,807头。 具体情况如下： | 序号 | 日期 | 本次获得配 额（头） | 累计获得2025 年度配额（头） | 对应来文号 | | --- | --- | --- | --- | --- | | 1 | 2024-12-27 | 126,872 | 126,872 | 《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） | | 2 | 2025-7-17 | 72,746 | 199,618 | 《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 ...

每经AI快讯，11月13日，东瑞股份（001201）(001201.SZ)公告称，公司于近日收到广东省商务厅来 函，追加2025年度供港活大猪出口配额5189头。截至公告日，公司累计获得2025年度供港配额204,807 头。 ...

Core Viewpoint - Dongrui Co., Ltd. has received an additional quota of 5,189 live pigs for export to Hong Kong for the year 2025, bringing the total quota to 204,800 pigs as of the announcement date [1]. Group 1 - Dongrui Co., Ltd. announced the receipt of a letter from the Guangdong Provincial Department of Commerce regarding the allocation of live pig quotas for export to Hong Kong and Macau for 2025 [1]. - The additional quota is based on the principles outlined in the notification from the Guangdong Provincial Department of Commerce [1]. - The total quota of 204,800 pigs for 2025 indicates a significant commitment to meeting export demands [1].

Core Insights - The aquaculture sector experienced a rise of 0.62% on November 13, with Huaying Agriculture leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Aquaculture Sector Performance - Huaying Agriculture (002321) closed at 3.23, with a gain of 3.86% and a trading volume of 856,300 shares, amounting to a transaction value of 272 million [1] - Other notable performers included: - Yike Food (301116) at 11.78, up 2.08% [1] - Lihua Co. (300761) at 21.83, up 1.87% [1] - Tianyu Biological (603717) at 9.80, up 1.34% [1] - Fucheng Co. (600965) at 5.76, up 1.05% [1] Capital Flow Analysis - The aquaculture sector saw a net inflow of 161 million from institutional investors, while retail investors experienced a net outflow of 25.91 million [2][3] - Key stocks with significant capital flow included: - Muyuan Foods (002714) with a net inflow of 97.67 million from institutional investors [3] - Wens Foodstuff Group (300498) with a net inflow of 35.87 million [3] - Tianyu Biological (603717) with a net inflow of 22.67 million [3]

Core Insights - In October 2025, Dongrui Co., Ltd. reported sales of 136,600 pigs, generating revenue of 173 million yuan, reflecting a month-on-month increase of 6.35% [2] - The average selling price of commercial pigs was 12.48 yuan per kilogram, showing a month-on-month decrease of 14.39% [2] - The company sold 2,300 pigs to its wholly-owned subsidiary, Heyuan Dongrui Meat Products Co., Ltd. [2]

Core Viewpoint - Dongrui Co., Ltd. (001201) has reported steady improvements in production metrics due to ongoing cost reduction and efficiency enhancement measures [1] Group 1 - The company has been implementing a series of measures aimed at reducing costs and increasing efficiency [1] - As a result of these measures, the company's production performance has been steadily improving [1] - Various production indicators are continuously showing improvement [1]

Group 1 - Company plans to raise no more than 3.6 billion yuan through a private placement to fund seven projects, including a 500,000 kW green power project in Inner Mongolia [1] - Company has received acceptance for a clinical trial application for its self-developed drug for metastatic pancreatic ductal adenocarcinoma [1] - Company intends to establish a joint venture to implement a high-quality gallium arsenide chip construction project with a total investment of 272 million yuan [2] Group 2 - Company reported a revenue of 142 million yuan from pig sales in October, with a total sales volume of 162,800 pigs [3] - Company signed an annual procurement contract to supply 870,000 tons of electrolyte products from 2026 to 2028 [5] - Company plans to reduce its shareholding by up to 3% through various trading methods [7] Group 3 - Company intends to purchase 100 hydrogen fuel cell vehicles for a total price of 78.32 million yuan [9] - Company plans to acquire a 51% stake in a semiconductor equipment company for 510 million yuan [10] - Company has regained eligibility to participate in military procurement activities after being removed from the banned list [12] Group 4 - Company plans to establish a joint venture with state-owned funds for rural development with a total registered capital of 2.87 billion yuan [14] - Company reported a revenue of 1.918 billion yuan from pig sales in October, with a significant year-on-year increase [16][17] - Company plans to distribute a cash dividend of 0.01 yuan per share, totaling 7.9801 million yuan [18] Group 5 - Company has submitted an application for H-share listing on the Hong Kong Stock Exchange [19] - Company received approval for its convertible bond issuance application [20] - Company plans to establish a wholly-owned subsidiary with an investment of 70 million yuan focused on innovative medical research [22] Group 6 - Company reported a 33.87% year-on-year increase in sales volume for October [26] - Company has received a product designation from a leading new energy vehicle brand, with an expected total revenue of approximately 470 million yuan [28] - Company has initiated a key Phase III clinical trial for an innovative eye drop treatment for moderate to severe dry eye syndrome [30] Group 7 - Company reported a total automobile sales volume of 170,700 units in October, a year-on-year decrease of 8.1% [30] - Company plans to invest 16 million USD in establishing a production base in Vietnam [33] - Company has received a warning letter from the regulatory authority due to a breach of commitment by its controlling shareholder [52]