Group 1 - The core viewpoint of the article highlights the growth in China's feed industry, with a projected production of 29.27 million tons in August 2025, reflecting a year-on-year increase of 3.6% [1] - Cumulative feed production from January to August 2025 is reported at 219.49 million tons, showing a cumulative growth of 6.7% [1] Group 2 - Listed companies in the feed industry include New Hope (000876), Haida Group (002311), Tongwei Co., Ltd. (600438), Dabeinong Technology Group (002385), and Yuehai Feed (001313) [1] - The data source for the feed production statistics is the National Bureau of Statistics, with analysis provided by Zhiyan Consulting [2]

证券日报网讯9月29日晚间，粤海饲料（001313）发布公告称，截至本公告披露日，公司不存在逾期未 偿付的担保以及涉诉担保事项。 ...

证券代码：001313 证券简称：粤海饲料 公告编号：2025-084 广东粤海饲料集团股份有限公司 关于为子公司采购原材料发生的应付账款 提供担保的进展公告 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。 广东粤海饲料集团股份有限公司（以下简称"公司"）于 2025 年 7 月 7 日召 开第四届董事会第二次会议和第四届监事会第二次会议，于 2025 年 7 月 25 日召 开 2025 年第一次临时股东大会，会议审议通过了《关于为子公司采购原材料发 生的应付账款提供担保的议案》，同意公司为合并报表范围内子公司向供应商采 购原材料等发生的应付款项提供保证担保，担保总额不超过人民币 18,300 万元， 具体担保金额及期限以最终签署的担保合同为准。具体内容详见公司 2025 年 7 月 9 日披露于巨潮资讯网（http://www.cninfo.com.cn）的《关于为子公司采购原 材料发生的应付账款提供担保的公告》（公告编号：2025-049）。现将该事项具 体进展情况公告如下： | 序号 | 担保方 | 被担保方 | 交易对方 | 担保金额 （万元） | ...

Energy Sector - China General Nuclear Power Group (CGN) mobilized all projects in Guangdong and Guangxi to implement typhoon prevention measures, ensuring personnel and equipment safety [1] - The Yangjiang Nuclear Power Base maintained a safe status for its six nuclear units and activated emergency response plans, conducting multiple meetings to assess potential impacts from the typhoon [1][2] Manufacturing Sector - Qide New Materials in Jiangmen initiated a comprehensive defense network, conducting inspections and securing key areas such as power distribution rooms and warehouses, resulting in zero losses after the typhoon [2] - Guanhao High-tech in Zhanjiang launched an emergency response, focusing on emergency material preparation and safety training, ensuring no blind spots in typhoon defense [3] Aquaculture Sector - Yuehai Feed actively provided information and assistance to aquaculture farmers before the typhoon, helping them secure their fish and shrimp ponds and prepare for potential disease prevention [3]

Group 1 - A total of 22 companies were investigated by well-known institutions from September 15 to September 22 [1] - The automotive and electronics sectors received the most attention, followed by the biotechnology sector [1] - The company with the highest number of institutional investigations was Hanhigh Group, with 91 institutions participating, followed by World (86 institutions) and Ganli Pharmaceutical (84 institutions) [1] Group 2 - Notable investigations included companies such as Aobi Zhongguang (38 institutions), Welly Transmission (8 institutions), and Changhua Chemical (5 institutions) [2] - Other companies receiving significant attention were Chao Hong Ji (53 institutions), Sanxin Tourism (30 institutions), and Keshun Co. (30 institutions) [2] - Multiple institutions simultaneously investigated Hanhigh Group and Chao Hong Ji, indicating strong interest in these companies [2]

悍高集团：不存在关于公司的应披露而未披露的重大事项。 ...

Group 1 - A total of 627 listed companies were investigated by institutions from September 15 to September 19 [1] - Hanhai Group received the most attention, with 91 institutions participating in the investigation [1] - Jepter, Ganli Pharmaceutical, and Guangri Co., Ltd. were also notable, receiving investigations from 86, 84, and 74 institutions respectively [1] Group 2 - From the industry perspective, institutions are focusing on sectors such as commodity chemicals, automotive parts and equipment, and industrial machinery [1] - Banshan Steel was investigated 4 times, while Changqing Group, Zhiguang Electric, and Lingang Co., Ltd. were investigated 3 times each [1]

Core Viewpoint - Guangdong Yuehai Feed Group Co., Ltd. held an investor meeting to discuss its performance and future strategies, highlighting confidence in sales growth and market expansion initiatives [1][2]. Group 1: Sales and Marketing Strategies - The company has achieved good results from its "Spring Action" and "Summer Victory Action" sales campaigns, with plans for further promotional activities and market expansion [2]. - Key strategies include enhancing customer loyalty through technical exchange meetings and breeding training, developing specialized feed products based on a "three highs and three lows" technical strategy, and targeting emerging and low-penetration aquaculture regions with tailored marketing strategies [2]. - The company aims to achieve a win-win situation for performance and farmer income through initiatives like "Yuehai Wealth Creation" and "Hundred Counties, Thousand Villages, Ten Thousand Households" promotional activities [2]. Group 2: Sales Volume Expectations - In the first half of 2025, the company's aquaculture feed sales reached 330,000 tons, representing an 11.40% year-on-year increase [2]. - The company is confident that its full-year aquaculture feed sales for 2025 will significantly exceed the 2024 level of 787,100 tons, driven by a strong market foundation and seasonal demand [2]. Group 3: Food Processing Segment - The food processing segment has benefited from enhanced e-commerce strategies, including collaborations with influencers for live-streaming sales, and expanding offline business through partnerships with chain restaurants and well-known brands [3]. - The company has optimized its product structure and service quality as part of its growth strategy in this segment [3]. Group 4: Production Capacity - The company has established a production capacity of approximately 2.5 million tons, with an actual capacity of nearly 1.5 million tons and a utilization rate of around 70% [3]. - The Vietnam factory is currently in the installation and debugging phase, with plans to be operational within the year, which will enhance the company's global production capacity and international competitiveness [3]. Group 5: Shareholder Information - As of September 10, 2025, the total number of shareholders for the company was 21,930 [4].

Summary of Key Points Core Viewpoint - On September 19, a total of 27 stocks were involved with institutional investors, with 11 stocks showing net buying and 16 stocks showing net selling [1]. Group 1: Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Ganfeng Lithium: Net buying amount of 430.23 million yuan, with a price increase of 10.00% [2]. - Guangdong Hongda: Net buying amount of 325.22 million yuan, with a price increase of 7.76% [2]. - Hanhai Group: Net buying amount of 76.47 million yuan, with a price increase of 10.00% [2]. - Other notable stocks with net buying included Yuma Technology (76.19 million yuan, 20.02% increase) and Tianshan Electronics (45.53 million yuan, 19.98% increase) [2]. Group 2: Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Shanzi Gaoke: Net selling amount of 253.76 million yuan, with a price decrease of 4.91% [3]. - Wavelength Optoelectronics: Net selling amount of 131.39 million yuan, with a price increase of 14.60% [3]. - Chuanrun Co.: Net selling amount of 76.70 million yuan, with a price increase of 1.08% [3]. - Other significant stocks with net selling included Jinyi Film (27.56 million yuan, 9.97% decrease) and Jingxing Paper (29.24 million yuan, 10.06% decrease) [3].

Group 1: Sales and Market Strategy - The company launched "Spring Action" and "Summer Action" campaigns in H1 2025, positively impacting product sales and customer resource expansion [2][3] - Future sales promotion and market expansion plans will focus on three areas: continuing the "Yuehai Wealth Creation" theme activities, developing high-efficiency and environmentally friendly products, and targeting emerging aquaculture regions [3] - The company expects a significant increase in annual aquaculture feed sales for 2025, projecting a substantial growth compared to the 787,100 tons sold in 2024, with H1 2025 sales reaching 330,000 tons, a year-on-year increase of 11.40% [3][4] Group 2: Food Processing Performance - The food processing segment experienced rapid growth in H1 2025, with sales exceeding 5,000 tons, a 167% increase year-on-year, and sales revenue surpassing 140 million yuan, up 128% [4] - The growth was driven by enhanced e-commerce strategies, including collaborations with influencers for live-streaming sales and expanding offline partnerships with chain restaurants [4] Group 3: Production Capacity and Utilization - The company's total production capacity is approximately 2.5 million tons, with actual capacity around 1.5 million tons, resulting in a capacity utilization rate of 70% [4] - The Vietnam factory is currently in the installation and debugging phase, with plans for completion and production within the year, aimed at optimizing global capacity and enhancing international competitiveness [4] Group 4: Shareholder Information - As of September 10, 2025, the total number of shareholders is 21,930 [4]