Group 1: Sales Performance - In June 2025, the company sold 506,300 commodity pigs, including 175,400 piglets, generating sales revenue of 675.11 million yuan, with an average selling price of 15.88 yuan/kg [2] - For the first half of 2025, the company sold 2,958,200 commodity pigs, including 950,300 piglets, with total sales revenue of 4,143.46 million yuan and an average selling price of 16.19 yuan/kg [2] - The average price of commodity fat pigs in June 2025 was 14.36 yuan/kg, showing a month-on-month decrease of 4.01% [2] Group 2: Slaughtering Data - In June 2025, the company slaughtered 105,332 pigs, with a cumulative total of 838,534 pigs slaughtered in the first half of 2025 [4] Group 3: Data Clarification - The sales data mentioned only includes the company's wholly-owned subsidiaries and does not account for affiliated companies, which sold a total of 141,828 commodity pigs in June 2025 [2][3] - The data provided is unaudited and may differ from the figures disclosed in periodic reports, serving only as interim data for investor reference [5]

Key Points - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets on July 4, providing insights for investors [2] Group 1: Major Corporate Actions - China Shipbuilding Industry Corporation's absorption and merger with China Shipbuilding Industry Group has been approved by the Shanghai Stock Exchange, pending further regulatory approvals [3] - Aerospace Hongtu's controlling shareholder's action party plans to transfer 5.1% of the company's shares to a private equity fund at a price of 19 yuan per share, totaling 253 million yuan [4] - Guotou Zhonglu plans to acquire 100% of China Electronic Engineering Design Institute through a share issuance, with the transaction price yet to be determined [5] - Haitai Development intends to transfer 100% of its subsidiary's equity for 90.6595 million yuan, aiming to optimize its asset structure [6] - Gensun Bio plans to invest approximately 150 million yuan to build an intelligent production and R&D base, expected to be completed by 2028 [7] - Xinhua Insurance intends to invest 11.25 billion yuan to subscribe to a private equity fund, which has a total size of 22.5 billion yuan [8] - Huaming Equipment has raised its share repurchase fund limit from 200 million yuan to 250 million yuan [9] - Aotewei's controlling shareholders plan to transfer 4.99% of the company's shares through a pricing inquiry [10] - Jianke Institute plans to publicly transfer 40% of its stake in Hubei Jiansheng Engineering Technology Consulting Co., Ltd. [11] - Aerospace Electronics plans to increase capital in its subsidiary to enhance its capabilities in unmanned systems [12] Group 2: Financial Performance - Jin Xin Nong reported a 1.23% year-on-year decline in pig sales revenue for the first half of 2025, totaling 763 million yuan [14] - Tianbang Food's June pig sales revenue decreased by 4.01% month-on-month, with a total of 4.143 billion yuan for the first half of 2025 [15] - GAC Group's June automobile sales fell by 8.22% year-on-year, with a total of 755,300 vehicles sold in the first half of 2025, down 12.48% [16] - Pulite expects a net profit increase of 38.88% to 66.65% for the first half of 2025, driven by growth in modified materials and new energy businesses [18] - Zhuye Group anticipates a net profit increase of 50.97% to 75.23% for the first half of 2025, benefiting from rising precious metal prices [19] - Xindong Lian Ke expects a net profit increase of 144.46% to 199.37% for the first half of 2025, supported by sufficient orders and revenue growth [20] - Zhongce Rubber forecasts a net profit decrease of 6.3% to 11.81% for the first half of 2025, due to a one-time gain in the previous year [21] - *ST Sihua expects a net loss of 11 million to 17 million yuan for the first half of 2025, despite significant sales order growth [22] - Sankeshu anticipates a net profit increase of 80.94% to 119.04% for the first half of 2025, driven by growth in retail business and improved gross margins [23] Group 3: Major Contracts and Shareholding Changes - Hongsheng Huayuan's subsidiary is expected to win a bid for a project worth approximately 1.127 billion yuan from the Southern Power Grid [25] - Times New Materials signed contracts worth approximately 2.711 billion yuan for wind turbine blade sales in the second quarter of 2025 [26] - Guojian Group's controlling shareholder reduced its holdings of convertible bonds by 900,000 units, accounting for 11.25% of the total issuance [27] - Yue Wanniang's controlling shareholder plans to reduce its stake by up to 6% through various trading methods [28] - Maipu Medical's shareholder plans to reduce its stake by up to 665,100 shares, representing 0.9999% of the total shares [29] - Jiulian Technology's directors and senior management plan to reduce their holdings by up to 2.61% of the total shares [30] - *ST Huawang's shareholder plans to reduce its stake by up to 1.76% through trading methods [32]

Corporate Announcements - Aerospace Hongtu's controlling shareholder plans to transfer 5.1% of the company's shares, totaling 13.33 million shares at a price of 19 yuan per share, amounting to 253 million yuan [3] - Haitai Development intends to transfer 100% equity of its subsidiary for 90.66 million yuan, which is part of its strategic transformation to optimize asset structure [4] - G-Biosciences plans to invest approximately 150 million yuan to build an intelligent production and R&D base, expected to be completed by 2028 [5] - New China Life Insurance intends to invest 11.25 billion yuan to subscribe to a private fund, which has a total scale of 22.5 billion yuan [6] - Huaming Equipment has increased its share repurchase fund limit from 200 million yuan to 250 million yuan [7] Performance Updates - Jinxinnong reported a 1.23% year-on-year decline in pig sales revenue for the first half of 2025, totaling 763 million yuan [9] - Tianbang Foods reported a 4.01% month-on-month decline in June sales revenue for commodity pigs, totaling 675 million yuan [10] - GAC Group's June automobile sales were 150,100 units, a year-on-year decrease of 8.22% [11] - Pulit expects a net profit of 200 million to 240 million yuan for the first half of 2025, a year-on-year increase of 38.88% to 66.65% [12] - Zhuyue Group anticipates a net profit of 560 million to 650 million yuan for the first half of 2025, a year-on-year increase of 50.97% to 75.23% [14] - Xindong Lianke expects a net profit of 138 million to 169 million yuan for the first half of 2025, a year-on-year increase of 144.46% to 199.37% [15] - Zhongce Rubber expects a net profit of 2.24 billion to 2.38 billion yuan for the first half of 2025, a year-on-year decrease of 6.3% to 11.81% [16] - ST Sitong anticipates a net loss of 11 million to 17 million yuan for the first half of 2025, compared to a loss of 9.08 million yuan in the same period last year [17] Major Contracts - Hongsheng Huayuan's subsidiary is expected to win a bid for a Southern Power Grid project worth approximately 1.127 billion yuan, accounting for 11.12% of the company's 2024 revenue [19] - Times New Materials signed contracts worth approximately 2.711 billion yuan for wind turbine blade sales in the second quarter of 2025 [20] Shareholding Changes - Guojian Group's controlling shareholder reduced its holdings of convertible bonds by 900,000 units, accounting for 11.25% of the total issuance [22]

证券代码：002124 证券简称：天邦食品 公告编号：2025-057 | 年份 | 月份 | | 销售数量（万头） | | 销售收入（万元） | 商品肥猪均价 （元/公斤） | | --- | --- | --- | --- | --- | --- | --- | | | | 当期 | 累计 | 当期 | 累计 | 当期 | | 2024 | 6 | 49.51 | 301.83 | 79,806.23 | 398,620.83 | 18.25 | | | 7 | 52.94 | 354.77 | 85,934.09 | 484,554.92 | 18.94 | | | 8 | 51.75 | 406.52 | 87,734.28 | 572,289.21 | 20.31 | | | 9 | 43.64 | 450.16 | 81,941.14 | 654,230.34 | 19.17 | | | 10 | 48.44 | 498.61 | 72,875.20 | 727,105.54 | 17.59 | | | 11 | 46.30 | 544.91 | 68,387.84 | 795,493.38 | ...

Core Insights - The company Tianbang Food (002124) reported sales of 506,300 commodity pigs in June 2025, including 175,400 piglets, generating a revenue of 675 million yuan with an average selling price of 15.88 yuan per kilogram, showing a month-on-month change of 1.08%, -4.01%, and -2.52% respectively [1] - For the first half of 2025, the company sold 2.9582 million commodity pigs, including 950,300 piglets, with a total revenue of 4.143 billion yuan and an average selling price of 16.19 yuan per kilogram, reflecting a year-on-year change of -1.99%, 3.94%, and -1.16% respectively [1] Sales Performance - In June 2025, the sales volume of commodity pigs was 506,300 heads, with piglet sales accounting for 175,400 heads [1] - The revenue for June 2025 was 675 million yuan, with an average price of 15.88 yuan per kilogram [1] - The sales volume for the first half of 2025 reached 2.9582 million heads, with piglet sales at 950,300 heads [1] Revenue Analysis - The total revenue for the first half of 2025 was 4.143 billion yuan, with an average selling price of 16.19 yuan per kilogram [1] - The year-on-year revenue change for the first half of 2025 was 3.94% [1] - The month-on-month revenue change for June 2025 showed a decrease of 4.01% compared to the previous month [1]

Group 1 - Kanghong Pharmaceutical received a drug registration certificate for Lifisig Eye Drops, approved for treating dry eye symptoms [1] - Kanghong Biotech, a wholly-owned subsidiary, received clinical trial approval for KH813 injection for metastatic non-squamous non-small cell lung cancer [1] - Kanghong Pharmaceutical was established in October 1996, focusing on drug and medical device research, production, and sales [1] Group 2 - Guoyuyuan's subsidiary received a government subsidy of 7.5521 million yuan, accounting for 10.14% of the company's audited net profit for 2024 [2] - Guoyuyuan was founded in November 1996, specializing in drug research, production, and sales [3] Group 3 - Haicheng Bonda's subsidiary signed a lease termination agreement, incurring a termination fee of 3.35 million USD [4] - Haicheng Bonda was established in December 2009, providing comprehensive modern logistics services [4] Group 4 - Hongxin Electronics' subsidiary signed contracts totaling 373 million yuan for computing power business [5] - Hongxin Electronics was founded in September 2003, focusing on FPC research, design, manufacturing, and sales [6] Group 5 - Tianbang Food reached a settlement agreement regarding a 1.214 billion yuan lawsuit, agreeing to repay 410 million yuan over 36 months [8] - Tianbang Food was established in September 1996, specializing in pig farming and pork processing [9] Group 6 - Daoshi Technology's controlling shareholder plans to reduce holdings by up to 1.97% of the company's shares [10] - Daoshi Technology was founded in September 2007, focusing on ceramic color glazes and related products [10] Group 7 - Jinpu Titanium is planning a major asset restructuring, leading to a stock suspension [10] - Jinpu Titanium was established in November 1989, specializing in titanium dioxide production and sales [11] Group 8 - Shenzhen Energy plans to invest 6.332 billion yuan in upgrading the Mawan Power Plant [12] - Shenzhen Energy was founded in August 1993, focusing on conventional and renewable energy development [13] Group 9 - Lihua Co. plans to reduce holdings by up to 3% of the company's shares [14] - Lihua Co. was established in June 1997, specializing in the breeding and sales of poultry [15] Group 10 - China Communications Construction Company plans to repurchase shares worth 500 million to 1 billion yuan [16] - China Communications Construction Company was founded in October 2006, focusing on infrastructure design and construction [17] Group 11 - Huatiankeji's subsidiary received a government subsidy of 80.6569 million yuan, accounting for 13.09% of the company's latest audited net profit [20] - Huatiankeji was established in December 2003, specializing in integrated circuit packaging and testing [21] Group 12 - Luxin Chuangtou plans to acquire shares in Hongke Electronics for a total of 9 million yuan [23] - Luxin Chuangtou was founded in November 1993, focusing on venture capital and industrial development [24] Group 13 - Feilong Co.'s controlling shareholder plans to reduce holdings by up to 563,250 shares [25] - Feilong Co. was established in January 2001, specializing in thermal management components for automotive and civil applications [26] Group 14 - Linglong Tire submitted an application for H-share listing on the Hong Kong Stock Exchange [27] - Linglong Tire was founded in June 1994, focusing on tire design, development, manufacturing, and sales [27] Group 15 - Saiwei Electronics plans to acquire 9.5% of its subsidiary's shares for up to 324 million yuan [28] - Saiwei Electronics was established in May 2008, focusing on MEMS chip development and semiconductor equipment [28] Group 16 - Suzhou Bank's major shareholder plans to increase holdings by no less than 400 million yuan [29] - Suzhou Bank was founded in December 2004, focusing on various banking services [29]

证券代码：002124 证券简称：天邦食品 公告编号：2025-056 天邦食品股份有限公司 关于签署《债务归还协议书》等执行和解协议暨重大诉讼进展 及前期累计诉讼、仲裁进展的公告 等执行和解协议； 公司汉世伟集团持股 60%，安徽省农业产业化发展基金有限公司持股 40%，基金 管理人为安徽国元基金管理有限公司。由于起诉主体是安徽国元天邦股权投资基 金有限公司，涉案金额也包括了汉世伟出资部分对应的权益，但公司实际承担的 支付义务仅限于安徽省农业产业化发展基金有限公司出资的 4 亿元及对应收益， 公司已经计提相应负债。本次事项对公司本期利润或期后利润的具体影响需结合 协议最终履行情况而确定，会计处理及财务数据以审计机构年度审计确认的结果 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 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）。 ...

证券代码：002124 证券简称：天邦食品 公告编号：2025-056 天邦食品股份有限公司 关于签署《债务归还协议书》等执行和解协议暨重大诉讼进展 及前期累计诉讼、仲裁进展的公告 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：法院二审已判决，各方签署《债务归还协议书》 等执行和解协议； 2025 年 1 月 13 日，公司收到安徽合肥中院出具的《民事判决书》（2024） 皖 01 民初 594 号，一审判决被告天邦食品、汉世伟集团于本判决生效之日起十 五 日 内 支 付 原 告 安 徽 国 元 天 邦 股 权 投 资 基 金 有 限 公 司 股 权 回 购 款 1,214,136,986 元（暂计算至 2024 年 4 月 29 日,此后以 1,000,000,000 元为基 数按年利率 8%计算至款清之日止）；被告天邦食品、汉世伟集团于本判决生效之 日起十五日内支付原告安徽国元天邦股权投资基金有限公司律师代理费 90,000 元、保全担保费 191,558.25 元。天邦食品及汉世伟集团已于 2025 年 1 月 27 ...

经协商，公司与安徽国元天邦股权投资基金有限公司达成执行和解，签署相 关和解协议。董事会同意签署《债务归还协议书》《退出持股协议书》等执行和 解协议，协议对还款进行了分期付款约定，有助于减轻公司财产在预重整期间被 债权人执行的压力。 证券代码：002124 证券简称：天邦食品 公告编号：2025-055 天邦食品股份有限公司 第九届董事会第二次临时会议决议公告 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"）第九届董事会第二次临时会议 通知于2025年6月26日以电话及电子邮件方式向全体董事发出，会议于2025年6月 27日在上海以通讯方式召开。会议由张邦辉先生主持，应出席会议董事7人，实 际出席会议董事7人。会议的召集和召开符合《中华人民共和国公司法》和《公 司章程》的有关规定，决议合法有效。本次会议审议通过了如下议案： 一、会议以7票赞成，0票反对，0票弃权审议通过《关于签署<债务归还协议 书>等执行和解协议的议案》； 《关于签署<债务归还协议书>等执行和解协议暨重大诉讼进展及前期累计 诉讼、仲裁进展的公告》于202 ...

Core Viewpoint - Tianbang Food has signed a restructuring investment agreement with eight financial investors, raising a total of 525 million yuan, which will help improve its financial structure and resolve debt issues [1][4]. Investment Agreement - Eight financial investors will invest a total of 525 million yuan for 250 million shares at a price of 2.1 yuan per share [2][4]. - The investment agreement stipulates a guarantee payment of 105 million yuan and a commitment not to transfer shares for 12 months after acquiring them [4][6]. - The final share price will be determined based on the higher of the average stock price over the last 20 trading days or 2.1 yuan per share [2][5]. Financial Performance - Tianbang Food's pig farming business has turned profitable, with a revenue of 6.282 billion yuan in 2024 and a gross margin of 25.63% [8]. - In the first five months of this year, the company sold 2.4518 million pigs, generating a revenue of 3.468 billion yuan, with an average selling price of 16.26 yuan per kilogram [8]. - The food processing segment has been struggling, with negative gross margins of -1.25%, -6.49%, and -1.49% from 2022 to 2024 [7][8]. Industry Context - The domestic pig farming industry has faced challenges due to a prolonged pig cycle, leading to liquidity issues for several leading companies [4]. - Tianbang Food has shifted its focus towards the food sector since 2022, although it has not yet achieved profitability in this area [7].