（文章来源：证券日报） 证券日报网讯天康生物8月13日在互动平台回答投资者提问时表示，截至2025年8月8日收盘，公司股份 持有人数为68，856户。 ...

Core Viewpoint - TianKang Bio (002100.SZ) has confirmed that it does not have any direct or indirect stakes in military-related enterprises, focusing instead on its core business in the livestock industry [1] Group 1: Company Operations - The company primarily serves the agricultural and livestock sectors, providing products such as feed, live pigs, meat products, and animal biological products (including vaccines) [1] - TianKang Bio's operations are centered around meeting agricultural production needs, animal disease prevention, and consumer demand for meat products [1] - In the first half of this year, the company successfully participated in a meat product procurement bid for a certain unit in Tibet, enabling it to supply pork products that meet military standards [1] Group 2: Industry Focus - The company remains committed to the development of its livestock business, emphasizing its role in the agricultural industry and public consumption [1] - The product offerings are aligned with the needs of the agricultural sector and the demand for safe and quality meat products among consumers [1]

Market Overview - The feed sector experienced a decline of 0.48% on August 13, with Zhenghong Technology leading the drop [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Individual Stock Performance - Key stocks in the feed sector showed varied performance, with Bangliang Technology closing at 24.90, up 2.94%, while Zhenghong Technology closed at 7.97, down 2.33% [1][2] - Other notable performers included Ziyang Co. at 6.62, up 0.76%, and Dabeinong at 4.17, down 0.24% [1][2] Trading Volume and Value - Bangliang Technology had a trading volume of 39,000 hands and a transaction value of 96.13 million yuan, while Zhenghong Technology had a trading volume of 274,300 hands and a transaction value of 219 million yuan [1][2] Capital Flow Analysis - The feed sector saw a net outflow of 235 million yuan from institutional investors, while retail investors contributed a net inflow of 173 million yuan [2] - The capital flow for individual stocks indicated that Muyang Co. had a net inflow of 8.60 million yuan from institutional investors, while Zhenghong Technology experienced a net outflow of 21.59 million yuan [3] Summary of Key Stocks - The top stocks by net inflow from retail investors included Tiankang Biological with a net inflow of 12.94 million yuan, while the largest outflow was seen in Zhenghong Technology with a net outflow of 12.65 million yuan [3]

Group 1 - The company has sold a total of 1.7517 million pigs, achieving approximately 50% of its annual target [1] - The overall output progress is in line with expectations, and the company is confident in meeting its established output goals [1] - In the second half of the year, the company will continue to ensure target achievement through capacity release, efficiency improvement, and cost optimization [1] Group 2 - Investors have raised concerns regarding the significant gap between the current output of 1.75 million pigs and the minimum annual target of 3.5 million pigs [3] - The company has been asked about the progress of other business segments in meeting their annual targets [3]

Core Viewpoint - The Chinese livestock industry is experiencing a phase of high pig production capacity, prompting the Ministry of Agriculture and Rural Affairs to implement comprehensive production capacity regulation to mitigate risks of price volatility and overproduction [1][2]. Group 1: Market Performance - As of August 12, 2025, the CSI Livestock Breeding Index (930707) increased by 0.68%, with notable gains from companies such as Xiaoming Co. (300967) up 6.50%, Minhe Co. (002234) up 6.19%, and Yisheng Co. (002458) up 3.28% [1]. - The Livestock ETF (159867) rose by 0.46%, marking its third consecutive increase, with the latest price at 0.65 yuan [1]. Group 2: Policy and Regulation - The Ministry of Agriculture and Rural Affairs has announced plans to guide the reduction of approximately 1 million breeding sows to prevent production fluctuations and price instability [1]. - A meeting held on July 23 emphasized strict implementation of production capacity regulation measures, including the rational elimination of breeding sows and control of new production capacity [1]. Group 3: Industry Outlook - Recent policies are expected to accelerate the elimination of inefficient production capacity in the industry, potentially leading to a long-term increase in pig prices, benefiting low-cost and high-quality pig enterprises [1]. - The top ten weighted stocks in the CSI Livestock Breeding Index account for 64.83% of the index, indicating a concentrated market structure [2].

Core Insights - The company has sold 1.7517 million pigs from January to July 2025, achieving approximately 50% of its target output, and is confident in meeting its established goals for the year [1] - The company plans to implement several measures to ensure steady growth in pig output, including advancing a 300,000-head breeding project, optimizing the sow population structure, and establishing a comprehensive biosecurity system [1] - The company is closely monitoring industry policies and market supply-demand changes, aiming to enhance production efficiency and reduce costs through refined management practices and hedging tools to mitigate market price fluctuations [1] Measures for Production Growth - The company is actively promoting a breeding project in the 37th regiment of the Second Division of the Xinjiang Production and Construction Corps, expected to be operational in the second half of 2025 [1] - The company aims to optimize the sow population by scientifically selecting and eliminating low-yield sows to improve reproductive performance and production efficiency [1] - A comprehensive biosecurity system will be constructed, covering site selection, disinfection protocols, vaccination, and health monitoring to ensure the health of the pig population [1] Market Strategy - The company is focused on closely monitoring industry policy dynamics and market supply-demand changes [1] - It plans to enhance production efficiency and reduce costs through meticulous breeding management and feed cost control [1] - The company will utilize hedging tools to address market price volatility, thereby strengthening its competitiveness and risk resistance for long-term stable development [1]

天康生物（002100.SZ）8月11日在投资者互动平台表示，2025年上半年，公司生猪养殖成本稳定控制在 13元/公斤左右。公司2025年的出栏目标为350- 400万头，目前已累计销售生猪175.17万头，已完成全年 目标的50%左右，整体出栏进度符合预期，公司有信心完成既定出栏目标，下半年将持续通过产能释 放、效率提升及成本优化确保目标达成。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：7月养殖成本是多少，今年还有希望完成既定的出栏目 标吗？ ...

Company Announcements - Jihua Group's main business and existing product system do not involve brain-computer interface related fields [1] - Hongjing Optoelectronics plans to invest 1.533 billion yuan to build a research and manufacturing headquarters project [1] - Zhuojin Co., Ltd. won the bid for soil control project around Longchao Line [1] - Jianghuai Automobile's July sales totaled 25,197 units, a year-on-year decrease of 21.73% [1][2] - Lakala intends to transfer 100% equity of certain subsidiaries [1] - Haitai High-tech completed a buyback, spending a total of 70.91 million yuan to repurchase 6.69995 million shares [1] - Tongchen Beijian reported a net profit of 737 million yuan for the first half of the year, a year-on-year decrease of 17.34% [1][3] - Xuelang Environment's shareholders plan to reduce their holdings by a total of no more than 3% [1] - Huaxia Happiness's shareholders plan to reduce their holdings by a total of no more than 3% [1] - Sanxin Medical plans to issue convertible bonds to raise no more than 530 million yuan [1] - *ST Gaohong's stock may face mandatory delisting due to major legal violations [1] Investment and Financial Data - GAC Group's July automobile sales were 119,482 units, a year-on-year decrease of 15.38% [2] - Minghe Co., Ltd. reported July sales revenue of 41.36 million yuan [2] - Tangrenshen's July pig sales revenue totaled 589.6 million yuan [3] - Tiankang Biological's July pig sales revenue was 335 million yuan [3] - Chongqing Construction's new contract amount for the first half of the year was 24.271 billion yuan, a year-on-year decrease of approximately 19.20% [3] Shareholder Actions - Guangdong Hongda's subsidiary plans to acquire 60% equity of Changzhilin [3] - Ningbo Energy intends to acquire a total of 41% equity of Yongneng Comprehensive Energy [3] - Tianyang Technology plans to invest to acquire 51% equity of Moshuzhiqing [3] - ST Lutong's specific shareholders plan to reduce their holdings by a total of no more than 3.27% [3] - Jiuliang Co., Ltd.'s shareholders plan to reduce their holdings by a total of no more than 3% [3] - Ailis's employee stock ownership platform plans to reduce a total of no more than 13.5 million shares [3] - Huaxia Happiness's shareholders plan to reduce their holdings by a total of no more than 3% [3] Other Developments - Sanxin Medical plans to use the raised funds for the expansion project of producing 10 million blood dialysis membranes and 10 million blood dialysis devices [3]

2025年1-7月，公司累计销售生猪175.17万头，较去年同期增长7.96%；累计销售收入25.79亿元，较去年 同期下降2.75%。 格隆汇8月8日丨天康生物(002100.SZ)公布，公司2025年7月份销售生猪22.35万头，销量环比下降 8.06%，同比增长0.99%；销售收入3.35亿元，销售收入环比下降2.05%，同比下降16.67%。 2025年7月份商品猪(扣除仔猪、种猪后)销售均价13.62元/公斤，环比增长2.95%。 ...

天康生物 证券代码：002100 证券简称：天康生物 公告编号：2025-045 天康生物股份有限公司 关于 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、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、2025 年 7 月份生猪销售情况 天康生物股份有限公司（以下简称"公司"）2025 年 7 月份销售生猪 22.35 万头，销量环比下降 8.06%，同比增长 0.99%；销售收入 3.35 亿元，销售收入环 比下降 2.05%，同比下降 16.67%。 2025 年 7 月份商品猪（扣除仔猪、种猪后）销售均价 13.62 元/公斤，环比增 长 2.95%。 2025 年 1-7 月，公司累计销售生猪 175.17 万头，较去年同期增长 7.96%；累 计销售收入 25.79 亿元，较去年同期下降 2.75%。 | | | | | 生猪销量 | | 销售收入 | | 商品猪价格 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 月份 | | | （万头） | | （亿元） | | （元/公 ...