| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603668 | 天马科技 | 13.92 | 3.03% | 13.37万 | 1.85亿 | | 002311 | 海大集团 | 57.92 | 1.69% | 9.94万 | 5.74亿 | | 002696 | 百洋股份 | 6.49 | 1.56% | C 10.98万 | 7101.19万 | | 603609 | 禾丰股份 | 8.80 | 1.38% | 8.49万 | 7466.13万 | | 002548 | 金新农 | 4.05 | 1.25% | 25.10万 | 1.02亿 | | 000702 | 正虹科技 | 7.57 | 0.93% | 7.34万 | 5529.43万 | | 001366 | 播恩集团 | 13.17 | 0.61% | 1.81万 | 2379.45万 | | 603363 | 傲农生物 | 3.76 | 0.53% | 20.20万 | 7595.91万 | | 002891 | 中宠股份 | ...

Market Overview - The feed sector experienced a decline of 1.07% on July 29, with Lude Environment leading the drop [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Individual Stock Performance - Lude Environment (688156) closed at 20.02, down 2.58% with a trading volume of 34,800 shares and a transaction value of 69.87 million [1] - Other notable declines include: - Lusi Co. (832419) down 2.18% to 21.56 - Zhongchong Co. (002891) down 1.95% to 54.19 - Bangji Technology (603151) down 1.86% to 24.78 [1] Capital Flow Analysis - The feed sector saw a net outflow of 201 million from institutional investors, while retail investors contributed a net inflow of 96.49 million [1] - Specific stock capital flows include: - Jin Xin Nong (002548) with a net inflow of 10.17 million from institutional investors [2] - He Feng Co. (603609) with a net inflow of 5.69 million from institutional investors [2] - Petty Co. (300673) experienced a net outflow of 54,400 from institutional investors [2]

Core Viewpoint - Boen Group (001366.SZ) anticipates a net loss of 13.8 million to 15.3 million yuan for the first half of 2025, compared to a loss of 4.04 million yuan in the same period last year [1] Financial Performance Summary - The expected net profit attributable to shareholders for the first half of 2025 is a loss of 13.8 million to 15.3 million yuan, while the previous year recorded a loss of 4.04 million yuan [1][2] - The net profit after excluding non-recurring gains and losses is projected to be a loss of 14.5 million to 16 million yuan, compared to a loss of 6.11 million yuan in the same period last year [1][2] - For the year 2024, the company reported an operating income of 1.017 billion yuan, a decrease of 29.16% year-on-year [3] - The net profit attributable to shareholders for 2024 was a loss of 28.71 million yuan, down 158.95% from the previous year [3] - The net profit after excluding non-recurring gains and losses for 2024 was a loss of 31.29 million yuan, a decrease of 193.25% year-on-year [3] - The net cash flow from operating activities for 2024 was a loss of 30.85 million yuan, down 167.14% from the previous year [3] Quarterly Performance Summary - In the first quarter of 2025, the company achieved an operating income of 286 million yuan, an increase of 18.94% year-on-year [3] - The net profit attributable to shareholders for Q1 2025 was a loss of 511.73 thousand yuan, compared to a loss of 368.82 thousand yuan in the same period last year [3] - The net profit after excluding non-recurring gains and losses for Q1 2025 was a loss of 561.60 thousand yuan, compared to a loss of 397.95 thousand yuan in the same period last year [3] IPO and Fundraising Information - Boen Group was listed on the Shenzhen Stock Exchange on March 7, 2023, issuing 40.35 million shares at a price of 9.32 yuan per share [4] - The total amount raised was 376.06 million yuan, with a net amount of 319.05 million yuan allocated to various projects including feed production and a research center [4] - The total issuance costs amounted to 57.01 million yuan, with underwriting fees of 31.80 million yuan [4]

Boen Group 2025 Semi-Annual Performance Forecast [Current Period Performance Forecast](index=1&type=section&id=Item%20I.%20Current%20Period%20Performance%20Forecast) The company anticipates a significant increase in net loss for the first half of 2025 compared to the prior year 2025 Semi-Annual Performance Forecast Key Indicators | Item | Current Period | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Loss: 13.80 to 15.30 million yuan | Loss: 4.0411 million yuan | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Loss: 14.50 to 16.00 million yuan | Loss: 6.1120 million yuan | | **Basic Earnings Per Share** | Loss: 0.09 yuan/share to 0.10 yuan/share | Loss: 0.03 yuan/share | [Explanation of Performance Changes](index=1&type=section&id=Item%20III.%20Explanation%20of%20Performance%20Changes) Despite revenue growth, net profit declined due to new factory underutilization, increased fixed costs, and higher bad debt provisions from expanded direct sales - The company anticipates a **30%-40% increase** in operating revenue for the first half of 2025 compared to the prior year period[5](index=5&type=chunk) - One reason for the profit decline is that newly commissioned factories are in the capacity ramp-up phase, leading to underutilized capacity and increased fixed costs like depreciation and amortization, which reduced overall gross profit margin[5](index=5&type=chunk) - Another reason for the profit decline is a shift in customer structure, with the company aggressively expanding direct sales to large-scale farms using credit, resulting in a significant increase in accounts receivable and bad debt provisions[5](index=5&type=chunk) [Communication with Accounting Firm](index=1&type=section&id=Item%20II.%20Communication%20with%20Accounting%20Firm) The company explicitly states that the data in this performance forecast has not been audited by an accounting firm - This performance forecast has not been audited by an accounting firm[4](index=4&type=chunk) [Risk Warning](index=1&type=section&id=Item%20IV.%20Risk%20Warning) The company cautions investors that this unaudited performance forecast is preliminary, and final financial data will be in the official 2025 semi-annual report - The data in this performance forecast is a preliminary estimate by the company's financial department, unaudited by an accounting firm, and specific financial data will be subject to the 2025 semi-annual report disclosed by the company on designated information disclosure media[7](index=7&type=chunk)

Core Viewpoint - The company is expected to report a net loss attributable to shareholders ranging from 13.8 million to 15.3 million yuan for the first half of 2025, compared to a loss of 4.0411 million yuan in the same period last year [1] Financial Performance - The net profit after deducting non-recurring gains and losses is projected to be a loss between 14.5 million and 16 million yuan, compared to a loss of 6.112 million yuan in the previous year [1] - Basic earnings per share are expected to be a loss of 0.09 to 0.1 yuan per share, compared to a loss of 0.03 yuan per share in the same period last year [1] Revenue Expectations - The company's operating revenue is anticipated to grow by 30% to 40% compared to the same period last year [1] Reasons for Performance Changes - The performance decline is primarily due to several newly constructed factories still being in the ramp-up phase, resulting in ineffective capacity release and increased fixed costs from depreciation of completed facilities, leading to a decrease in overall gross margin [1] - Changes in customer structure have led to a significant increase in accounts receivable, resulting in a corresponding increase in the provision for bad debts [1]

Core Viewpoint - The company reported a significant decline in revenue and net profit for the year 2024, indicating financial challenges and operational difficulties [1][2]. Financial Performance Summary - The company's operating revenue for 2024 was 1.017 billion yuan, a decrease of 29.16% compared to 2023 [2]. - The net profit attributable to shareholders for 2024 was -28.71 million yuan, down 158.95% year-on-year [2]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was -31.29 million yuan, reflecting a 193.25% decrease from the previous year [2]. - The net cash flow from operating activities was -30.85 million yuan, a decline of 167.14% compared to the previous year [2]. Q1 2025 Performance - In the first quarter of 2025, the company achieved an operating revenue of 286.19 million yuan, representing a year-on-year increase of 18.94% [3]. - The net profit attributable to shareholders for Q1 2025 was -5.12 million yuan, compared to -3.69 million yuan in the same period last year, indicating a worsening situation [3]. - The net profit after deducting non-recurring gains and losses for Q1 2025 was -5.62 million yuan, also showing a decline from -3.98 million yuan year-on-year [3]. - The net cash flow from operating activities for Q1 2025 was -8.89 million yuan, which is a 31.79% increase in negative cash flow compared to the previous year [3]. Fundraising and Projects - The company raised a total of 376.06 million yuan through its stock issuance, with a net amount of 319.06 million yuan allocated to various projects including feed production and health industry initiatives [4]. - The total issuance costs amounted to 57.01 million yuan, with underwriting fees constituting 31.80 million yuan [5].

Group 1 - The China Livestock Breeding Index (930707) increased by 0.05% as of May 27, 2025, with notable gains from companies such as Ruip Bio (300119) up 1.68% and Yike Food (301116) up 1.44% [1] - The Livestock ETF (516760) rose by 0.16%, with a latest price of 0.63 yuan, and has accumulated a 0.64% increase over the past two weeks [1] - The Livestock ETF has shown a net value increase of 3.27% over the past six months, with a maximum single-month return of 17.22% since its inception [1] Group 2 - Sichuan Province has drafted ten measures to promote high-quality development in the livestock industry, focusing on strengthening leading enterprises and supporting their participation in large-scale projects [2] - The measures aim to enhance the capabilities of leading livestock enterprises to drive the development of farms and households [2] Group 3 - Short-term pig prices are expected to remain stable, with a balanced supply-demand situation anticipated in the second half of the year, leading to a more optimistic outlook for pig price expectations and profitability of pig enterprises [3] - Current pig prices allow for slight profitability for breeding enterprises, but the industry faces challenges in capacity reduction, with cost competition becoming a key focus [3] Group 4 - As of May 26, 2025, the Livestock ETF has experienced a maximum drawdown of 5.00% this year, with a management fee of 0.50% and a custody fee of 0.10% [5] - The Livestock ETF tracks the China Livestock Breeding Index, which has a current price-to-earnings ratio (PE-TTM) of 12.33, indicating a historical low valuation [5] - The top ten weighted stocks in the China Livestock Breeding Index account for 69.38% of the index, with companies like Haida Group (002311) and Muyuan Foods (002714) being the largest contributors [5]

证券代码：001366 证券简称：播恩集团 公告编号：2025-037 播恩集团股份有限公司 2024年年度股东大会决议公告 特别提示： 1、本次股东大会无否决提案的情况； 2、本次股东大会不涉及变更前次股东大会决议。 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、会议召开和出席情况 1、会议召开的日期、时间 （1）现场会议日期和时间：2025年5月22日（星期四）15：00 （2）网络投票日期与时间：通过深圳证券交易所系统进行网络投票的时间 为2025年5月22日上午9:15—9:25，9:30—11:30和下午13:00-15:00；通过深圳证券 交易所互联网投票系统进行网络投票的时间为2025年5月22日9：15-15:00的任意 时间。 2、股权登记日：2025年5月16日（星期五） 3、现场会议召开地点：广州市白云区广陈路136号播恩集团办公楼9楼会议 室 4、会议召集人：董事会 5、会议召开方式：本次股东大会采用现场和网络投票相结合方式 6、现场会议主持人：董事长邹新华先生 1 7、股东出席会议情况 表决结果：同意票110,807,650股， ...

广州市天河区珠江新城珠江西路 21 号 粤海金融中心 28 层 邮编：510627 电话：(86-20) 2805-9088 传真：(86-20) 2805-9099 北京市君合（广州）律师事务所 关于播恩集团股份有限公司 2024 年年度股东大会的法律意见 致：播恩集团股份有限公司 北京市君合（广州）律师事务所（以下简称"本所"）接受播恩集团股份有限公司 （以下简称"公司"）的委托，指派本所经办律师出席了公司于 2025 年 5 月 22 日在广 州市白云区广陈路 136 号播恩集团办公楼 9 楼召开的 2024 年年度股东大会（以下简称 "本次股东大会"）的现场会议。现根据《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司股东会规则》等中国（为本法律意见之目的，"中国"不包括香港特别 行政区、澳门特别行政区及台湾地区）现行法律、法规和规范性文件（以下简称"法律、 法规"）以及《播恩集团股份有限公司章程》（以下简称"公司章程"）、《播恩集团股份 有限公司股东大会议事规则》（以下简称"公司股东大会议事规则"）的有关规定，就本 次股东大会有关事宜出具本法律意见。 本所经办律师依据本法律意见出具日以前已 ...

一、 担保情况概述 公司于2025年1月20日召开第三届董事会第十四次会议及2025年2月13日召 开2025年第一次临时股东大会，审议通过了《关于2025年度担保额度预计的议案》， 同意2025年度公司为合并报表范围内子公司提供担保、子公司为公司提供担保的 担保额度不超过人民币18.00亿元，担保额度有效期为自公司2025年第一次临时 股东大会审议通过之日起12个月内有效。 具体内容详见公司于2025年1月21日刊登在《证券时报》《中国证券报》《证 券日报》《上海证券报》《经济参考报》和巨潮资讯网（http://www.cninfo.com.cn） 披露的相关公告。 证券代码：001366 证券简称：播恩集团 公告编号：2025-036 播恩集团股份有限公司 关于向全资子公司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。 特别提示： 截至本公告披露日，播恩集团股份有限公司（以下简称"公司"或"播恩集团"） 及子公司对外担保总额超过最近一期经审计净资产100%，对资产负债率超过70% 的被担保对象担保，敬请投资者关注担保风险。 二、 担保进 ...