天邦食品（002124）公告，2025年5月份销售商品猪50.09万头(其中仔猪销售16.61万头)，销售收入7.03 亿元，销售均价16.29元/公斤(商品肥猪均价为14.62元/公斤)，环比变动分别为6.38%、1.83%、-0.02%。 2025年1-5月销售商品猪245.18万头(其中仔猪销售77.49万头)，销售收入34.68亿元，销售均价16.26元/公 斤(商品肥猪均价为14.83元/公斤)，同比变动分别为-2.83%、8.79%、4.97%。 ...

证券代码：002124 证券简称：天邦食品 公告编号：2025-049 天邦食品股份有限公司 关于公司重大诉讼及前期累计诉讼、仲裁的进展公告 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： 1、案件所处的诉讼阶段：收到二审判决。 2、上市公司所处的当事人地位：上诉人。 3、涉案金额：涉及股权回购款 12.14 亿元及律师代理费、保全担保费等。 4、对公司损益产生的影响：公司前期已经按照相关会计准则进行处理，本 次诉讼进展情况预计不会对公司本期利润或期后利润产生重大影响，最终影响金 额以公司年度审计结果为准。敬请广大投资者注意投资风险。 一、本次诉讼事项的基本情况 2024 年 6 月，安徽国元天邦股权投资基金有限公司（以下简称"国元天邦"） 作为原告，因股权回购纠纷向安徽省合肥市中级人民法院（以下简称"安徽合肥 中院"）提起诉讼，请求被告天邦食品股份有限公司（以下简称"天邦食品"或"公 司"）和汉世伟食品集团有限公司（以下简称"汉世伟集团"）向原告支付股权回购 款及律师费等。安徽合肥中院已受理诉讼申请，案号（（2024）皖 01 民初 594 号） ...

Group 1 - The company currently focuses on pig farming and pork product processing as its main business activities [1] - There are no sales related to other pet products or pet-related items at this time [1]

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Viewpoints - In April 2025, the national average selling price of live pigs was 14.80 yuan/kg, with a month-on-month increase of 1.33% and a year-on-year decrease of 1.95% [6][18] - The supply gap in May is expected to lead to a further increase in the price center of live pigs, driven by limited increases in supply and improving demand [6][18] - The average weight of pigs sold is expected to gradually decline, but the narrowing price difference between different grades of pigs will have limited pressure on prices [7][22] Summary by Sections Industry Overview - April saw a non-seasonal increase in pig prices, with expectations for further price increases in May due to supply constraints and improving demand [6][18] - The average price of live pigs in April was 14.80 yuan/kg, with a month-on-month increase of 1.33% [6][18] - The slaughter volume in April was 4.213 million heads, a month-on-month decrease of 4.54% but a year-on-year increase of 6.76% [6][18] Supply and Demand Dynamics - The supply of pigs is expected to be limited in May due to previous culling and disease impacts, while demand for pork is showing marginal improvement [6][18] - The planned output for May is expected to increase by 1.98% compared to actual output in April [6][18] Profitability and Market Performance - The average profit for self-bred pigs in April was 69.44 yuan/head, a month-on-month increase of 63.63% [8][26] - The number of breeding sows in April increased by 0.96% month-on-month [8][26] - The price of 15kg piglets reached 630 yuan/head, indicating a high price level during the replenishment season [8][26] Company Performance - In April, 12 listed pig farming companies collectively sold 16.2368 million pigs, a year-on-year increase of 37.22% [9][28] - Major companies such as Muyuan Foods and Wens Foodstuffs reported significant year-on-year increases in sales volume [9][28] - The average selling prices varied among companies, with some experiencing increases while others saw declines [9][35]

A股养殖业板块盘初走弱，回盛生物跌超10%，晓鸣股份跌超5%，湘佳股份、国联水产、天邦食品纷纷 下挫。 ...

证券代码：002124 证券简称：天邦食品 公告编号：2025-048 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、担保情况概述 （一）担保审议情况 公司于2025年3月28日第八届董事会第三十五次会议及2025年4月25日公司 2024年年度股东大会审议通过了《关于公司2025年对外担保的议案》，同意在有 效评估风险和保证资金（资产）安全的前提下，公司及控股子公司拟为合并报表 范围内公司提供担保、对子公司的客户、养殖场（户）、合作伙伴及其担保方提 供担保，担保总额度不超过152.6亿元。由公司股东大会、董事会另行做出决议的 担保或者已经履行完毕、期限届满的担保将不再占用上述授权额度。对外担保授 权额度有效期自2024年年度股东大会审议通过之日起至2025年年度股东大会召 开之日止。具体内容请详见披露于巨潮资讯网（http://www.cninfo.com.cn）的《关 于2025年度对外担保的公告》（公告编号：2025-026）。 （二）对外担保进展情况 公司担保额度总计为152.6亿元，其中公司为资产负债率70%以上的控股子公 司担保的额度41亿元 ...

"浙江猪王"天邦食品的重整取得了重要进展。 21世纪经济报道记者 董鹏 成都报道 根据近期公告，该公司已经与厦门建发物产有限公司（下称"建发物产"）、南宁漓源粮油饲料有限公司 （下称"南宁漓源"）签署《重整投资协议》，同时法院也批准其预重整再次延长至2025年11月9日。 以上两家公司均为产业投资者，具体业务涉及油脂油料、饲料原料和生猪养殖等领域，属于天邦食品的 上游和同行。 另据相关投资协议，在重整完成后，建发物产、南宁漓源将分别持有天邦食品2亿股，低于公司实控人 张邦辉的持股数量，所以也不会导致公司实控人变更。 需要指出的是，相较于上一轮猪周期进行重整的正邦科技、*ST傲农，天邦食品是主动申请重整，公司 资产质地较好，债务问题也没有特别严重。 仅以养殖企业的重要评价指标为例，2025年一季度，天邦食品生猪育肥完全成本13.62元/公斤，如果剔 除空栏费，其完全成本可以低至13.14元/公斤，公司还是少数几家出栏量达到过700万头的大型养殖企 业。 放在A股行业内部，天邦食品的成本、出栏量虽然无法与牧原股份等行业龙头相比，但是占据一个二线 主力的名额问题不大，这可能也是能够吸引到上述投资人的原因。 重整投资 ...

Market Overview - The Shanghai Composite Index rose by 0.82% on May 12, with 27 out of the 28 sectors experiencing gains, led by the defense and military industry at 4.80% and the electric equipment sector at 2.69% [2] - The agriculture, forestry, animal husbandry, and fishery sector had the largest decline at 0.49% [2] Capital Flow Analysis - The net inflow of capital in the two markets was 19.145 billion yuan, with 19 sectors seeing net inflows [2] - The defense and military industry had the highest net inflow of 5.401 billion yuan, followed by the electric equipment sector with 3.977 billion yuan [2] Agriculture, Forestry, Animal Husbandry, and Fishery Sector - This sector saw a net outflow of 939 million yuan, with 31 stocks rising and 67 stocks declining [3] - The top three stocks with the highest net inflow were Ruipubio (25.4001 million yuan), Haida Group (19.5640 million yuan), and Pingtan Development (16.2560 million yuan) [3][4] - The stocks with the largest net outflow included Muyuan Foods (-124.3359 million yuan), Wens Foodstuffs (-78.5275 million yuan), and Tianbang Foods (-67.0728 million yuan) [5][6] Key Stocks in Agriculture, Forestry, Animal Husbandry, and Fishery Sector - Top inflow stocks: - Ruipubio: +6.88%, 6.54% turnover, 25.4001 million yuan inflow [4] - Haida Group: -1.73%, 0.51% turnover, 19.5640 million yuan inflow [4] - Pingtan Development: +1.33%, 4.12% turnover, 16.2560 million yuan inflow [4] - Top outflow stocks: - Muyuan Foods: -0.46%, 0.67% turnover, -124.3359 million yuan outflow [5] - Wens Foodstuffs: -0.95%, 0.69% turnover, -78.5275 million yuan outflow [5] - Tianbang Foods: -2.74%, 7.18% turnover, -67.0728 million yuan outflow [5]

Group 1 - Tianbang Food (002124) has made progress in its restructuring, selecting Xiamen Jianfa Real Estate Co., Ltd. consortium as the chosen investor, and signing a restructuring investment agreement with industry investors [1][2] - According to the restructuring investment agreement, after the completion of the restructuring, Jianfa Real Estate and Nanning Liyuan Grain and Oil Feed Co., Ltd. will each receive 200 million shares of the listed company at a price of 1.85 yuan per share, totaling an investment of 740 million yuan [1][2] - The restructuring aims to improve the financial structure and resolve the debt crisis, while introducing new capital to restore and enhance the company's sustainable operation and profitability [2][3] Group 2 - In 2024, Tianbang Food achieved a turnaround in its operating performance, generating a net profit attributable to shareholders of 1.459 billion yuan, with a net profit of 257 million yuan after deducting non-recurring gains and losses [3] - The company's asset-liability ratio at the end of 2024 was 72.58%, a decrease of 14.15 percentage points from the end of 2023, indicating improved financial conditions [3] - In the first quarter of 2025, Tianbang Food's net profit after deductions turned significantly positive, exceeding 100 million yuan, compared to a loss of over 450 million yuan in the same period last year [3]

证券代码：002124 证券简称：天邦食品 公告编号：2025-047 天邦食品股份有限公司 关于公司收到法院延长预重整期限决定书的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或者重大遗漏。 天邦食品股份有限公司（以下简称"公司"或"天邦食品"）于 2024 年 8 月 9 日 收到宁波市中级人民法院（以下简称"宁波中院"）送达的（2024）浙 02 民诉前调 595 号《决定书》，宁波中院决定对天邦食品进行预重整，预重整期间为六个月。2024 年 8 月 27 日，公司收到宁波中院送达的（2024）浙 02 民诉前调 595 号《通知书》，宁波 中院指定北京大成律师事务所、浙江和义观达律师事务所、北京大成(宁波)律师事务所 联合担任公司预重整管理人。2025 年 2 月 8 日，公司收到宁波中院送达的(2024)浙 02 民诉前调 595 号之一《决定书》，宁波中院准许天邦食品的延期申请，决定延长天邦食 品股份有限公司的预重整期间至 2025 年 5 月 9 日。 一、 本次延长预重整期间具体情况 2025 年 5 月 8 日，公司向宁波中院申请再次延长六个月预 ...