格隆汇10月10日丨民和股份(002234.SZ)公布，公司2025年9月销售商品代鸡苗2,641.72万只，同比变动 36.97%，环比变动3.47%；销售收入8,534.45万元，同比变动25.16%，环比变动-1.23%。 公司商品代鸡苗销量同比上涨，主要原因是公司存栏种鸡增加及上孵种蛋增加，因此本期鸡苗销量增 加。 ...

Core Insights - The company, Minhe Holdings (002234), reported a significant increase in the sales volume of commodity broiler chicks for September 2025, reaching 26.4172 million chicks, which represents a year-on-year growth of 36.97% and a quarter-on-quarter growth of 3.47% [1] - The sales revenue for the same period amounted to 85.3445 million yuan, showing a year-on-year increase of 25.16%, although it experienced a quarter-on-quarter decline of 1.23% [1] - The increase in chick sales volume is attributed to a rise in the number of breeding chickens and an increase in the incubation of breeding eggs [1]

Group 1 - The core point of the article is that Minhe Holdings (002234.SZ) reported significant growth in the sales of broiler chicks for September 2025, with a total of 26.4172 million chicks sold, representing a year-on-year increase of 36.97% and a quarter-on-quarter increase of 3.47% [1] - The sales revenue for the same period reached 85.3445 million yuan, showing a year-on-year increase of 25.16%, although it experienced a quarter-on-quarter decline of 1.23% [1]

Group 1 - The core point of the article is that Minhe Holdings (002234.SZ) reported significant growth in the sales of commodity chicks for September 2025, with a total of 26.4172 million chicks sold, representing a year-on-year increase of 36.97% and a quarter-on-quarter increase of 3.47% [1] - The sales revenue for the same period reached 85.3445 million yuan, showing a year-on-year increase of 25.16%, but a slight quarter-on-quarter decrease of 1.23% [1]

证券代码：002234 证券简称：民和股份 公告编号：2025-046 山东民和牧业股份有限公司 关于担保事项的进展公告 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。 一、担保基本情况 山东民和牧业股份有限公司（以下简称"公司"或"本公司"）于2025年3 月27日召开董事会审议通过《关于合并报表范围内担保的议案》，并提交公司 2024年度股东会审议通过，具体为：本公司为子公司融资提供担保，担保额度 10亿元；同时子公司为本公司融资提供担保，担保额度10亿元；子公司之间互 相提供担保，担保额度0.5亿元。以此来满足公司经营的资金需求。担保范围包 括但不限于申请银行借款、银行承兑汇票、融资租赁、信用证、保函等融资业务， 担保方式包括但不限于一般保证、连带责任保证、抵押、质押等方式。公司于2025 年年度股东会召开前任一时点为子公司提供的担保余额将均不超过该等额度。 具体内容详见2025年3月29日公司披露于巨潮资讯网www.cninfo.com.cn、 《中国证券报》、《上海证券报》、《证券时报》、《证券日报》上的《关于合并报表 范围内担保的公告》（公告编号： ...

证券代码：002234 证券简称：民和股份 公告编号：2025-045 二、原因说明 公司商品代鸡苗销量同比上涨，主要原因是公司存栏种鸡增加及上孵种蛋增 加，因此本期鸡苗销量增加。 三、特别提示 1、上述披露仅代表公司商品代鸡苗销售情况，其他业务的经营情况不包括 在内。鸡苗产品销售价格变动幅度和频次较大，其价格变动直接会对公司的经营 业绩产生影响。 2、上述数据均未经审计，与定期报告披露的数据之间可能存在差异，仅作 为阶段性数据供投资者参考。 请广大投资者理性投资，注意投资风险。 山东民和牧业股份有限公司 2025 年 9 月份鸡苗销售情况简报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、2025 年 9 月份商品代鸡苗销售情况 山东民和牧业股份有限公司（以下简称"公司"或"本公司"）2025年9月 销售商品代鸡苗2,641.72万只，同比变动36.97%，环比变动3.47%；销售收入 8,534.45万元，同比变动25.16%，环比变动-1.23%。 特此公告。 山东民和牧业股份有限公司董事会 二〇二五年十月十一日 ...

Core Viewpoint - The company reported an increase in the sales volume and revenue of commodity broiler chicks for September 2025, indicating positive growth trends in its operations [1] Group 1: Sales Performance - The company sold 26.4172 million commodity broiler chicks in September 2025, representing a year-on-year increase of 36.97% and a month-on-month increase of 3.47% [1] - The sales revenue reached 85.3445 million yuan, showing a year-on-year increase of 25.16% but a month-on-month decrease of 1.23% [1] Group 2: Operational Factors - The increase in sales volume is attributed to a rise in the number of breeding chickens and an increase in the hatching of breeding eggs, leading to higher chick sales during the period [1]

Core Insights - The aquaculture sector experienced a rise of 0.72% on October 10, with Lihua Co. leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Aquaculture Sector Performance - Lihua Co. (300761) closed at 22.95, up 3.52% with a trading volume of 161,900 shares and a transaction value of 368 million yuan [1] - Other notable performers included: - Luoniushan (000735) at 6.49, up 3.34% [1] - Xiaoming Co. (300967) at 22.43, up 2.28% [1] - Minhe Co. (002234) at 8.57, up 2.15% [1] - The overall trading volume and transaction values for various stocks in the aquaculture sector were significant, indicating active market participation [1] Capital Flow Analysis - The aquaculture sector saw a net inflow of 134 million yuan from institutional investors, while retail investors experienced a net outflow of 1.31 billion yuan [2] - The main stocks with significant capital flow included: - Muyuan Foods (002714) with a net inflow of 199 million yuan from institutional investors [3] - Wens Foodstuff Group (300498) with a net inflow of 15.53 million yuan from institutional investors [3] - Retail investors showed a negative trend in net inflows across several stocks, indicating a cautious sentiment among smaller investors [2][3]

Market Overview - On October 9, the aquaculture sector rose by 0.21% compared to the previous trading day, with *ST Tianshan leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Stock Performance - The top-performing stocks in the aquaculture sector included: - *ST Tianshan: Closed at 8.70, up 4.32% with a trading volume of 64,800 shares and a turnover of 55.68 million yuan [1] - Jingji Dron: Closed at 16.82, up 3.44% with a trading volume of 166,300 shares and a turnover of 276 million yuan [1] - Lihua Co.: Closed at 22.17, up 2.12% with a trading volume of 133,000 shares and a turnover of 288 million yuan [1] Capital Flow - The aquaculture sector experienced a net outflow of 361 million yuan from institutional investors, while retail investors saw a net inflow of 92.07 million yuan [2] - Notable capital flows included: - Shengnong Development: Net inflow of 23.73 million yuan from institutional investors, but a net outflow of 41.17 million yuan from retail investors [3] - Zhengbang Technology: Net inflow of 16.55 million yuan from institutional investors, with a net outflow of 21.71 million yuan from retail investors [3] Summary of Key Stocks - Stocks with significant net inflows from institutional investors included: - *ST Tianshan: 5.84 million yuan, representing 10.50% of total inflow [3] - New Hope: 4.72 million yuan, representing 1.19% of total inflow [3] - Stocks with notable net outflows from retail investors included: - Shengnong Development: -41.17 million yuan, representing -12.38% of total outflow [3] - Zhengbang Technology: -21.71 million yuan, representing -5.89% of total outflow [3]

Group 1 - On September 29, ST Huaton executed a block trade of 1.49 million shares, with a transaction value of 30.8579 million yuan, accounting for 0.94% of the total transaction value for the day [1] - The transaction price was 20.71 yuan, which represents a discount of 1.99% compared to the market closing price of 21.13 yuan [1]