Group 1 - The aquaculture sector increased by 0.14% on August 22, with *ST Tianshan leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] - Key stocks in the aquaculture sector showed varied performance, with *ST Tianshan closing at 8.73, up 0.92%, and Zhengbang Technology at 2.92, up 0.69% [1] Group 2 - The aquaculture sector experienced a net outflow of 576 million yuan from main funds, while retail investors contributed a net inflow of 333 million yuan [2] - The trading volume for *ST Tianshan was 81,100 hands, with a transaction amount of 70.41 million yuan [1] - Other notable stocks included Wens Foodstuff Group at 17.71, up 0.40%, and Muyuan Foods at 50.35, up 0.28% [1]

Core Points - The company, Shandong Minhe Livestock Co., Ltd., has released its semi-annual report for 2025, highlighting its operational results, financial status, and future development plans [1][8] - The board of directors has approved the asset impairment provision, which is aimed at accurately reflecting the company's financial condition and asset value as of June 30, 2025 [19][20] Company Overview - Shandong Minhe Livestock Co., Ltd. has not experienced any changes in its controlling shareholder or actual controller during the reporting period [4][5] - The company has decided not to distribute cash dividends or issue bonus shares during this reporting period [2] Financial Data and Indicators - The company has reported an asset impairment provision amounting to 59.87 million yuan, which will reduce the net profit attributable to the parent company's shareholders by 59.78 million yuan [19] - The provision will also decrease the equity attributable to the parent company in the consolidated financial statements by the same amount [19] Board Meeting Details - The board meeting was held on August 20, 2025, with all nine directors present, and the meeting was deemed legally valid [6][7] - The board unanimously approved the semi-annual report and the asset impairment provision [7][9]

Group 1 - The board of directors of Shandong Minhe Livestock Co., Ltd. held its second meeting of the ninth session on August 20, 2025, in Yantai, Shandong Province, with all 9 directors present [1] - The meeting was legally valid and complied with the relevant provisions of the Company Law and the Articles of Association [1] - The board approved the company's 2025 semi-annual report, which is available on the official website and various financial newspapers [1] Group 2 - The board also approved a proposal regarding the provision for asset impairment, which was reviewed and passed by the audit committee [2]

Group 1 - The stock price of Minhe Holdings closed at 9.04 yuan on August 21, with a daily increase of 0.44% and a trading volume of 89,617 hands, amounting to 81 million yuan [1] - The company operates in the agriculture, animal husbandry, and fishery sector, focusing on breeding parent stock meat chickens, producing and selling commercial meat chicks, and processing and selling chicken products. In the first half of 2025, the livestock revenue accounted for 97.29% of total revenue [1] - In the announcement on August 21, the company reported an asset impairment provision of 59.87 million yuan for the first half of the year, which will reduce the net profit attributable to shareholders by 59.78 million yuan. The total operating revenue for the first half was 986 million yuan, a year-on-year decrease of 5.88%, and the net profit attributable to shareholders was a loss of 214 million yuan, which is a larger loss compared to the same period last year. However, the net cash flow from operating activities turned positive, reaching 54.60 million yuan [1] Group 2 - On August 21, the net outflow of main funds was 14.22 million yuan, with a cumulative net outflow of 16.29 million yuan over the past five days [2]

Group 1 - The core viewpoint of the article highlights that Minhe Holdings (SZ 002234) held its ninth second board meeting on August 20, 2025, to review the agenda including the 2025 semi-annual report [1] - For the first half of 2025, the revenue composition of Minhe Holdings was as follows: livestock accounted for 97.29%, bio-fertilizer 1.24%, power generation 1.05%, and gas production 0.42% [1] - As of the report, the market capitalization of Minhe Holdings was 3.2 billion yuan [1]

2025年1至6月份，民和股份的营业收入构成为：畜牧业占比97.29%，生物肥占比1.24%，发电占比 1.05%，燃气生产占比0.42%。 民和股份（SZ 002234，收盘价：9.04元）8月21日晚间发布公告称，本次资产减值准备计提金额为 5987.47万元，计入2025年上半年会计报表，将减少归属于母公司股东的净利润5978.1万元，合并报表归 属于母公司所有者权益减少5978.1万元。本次计提资产减值准备不涉及利润操纵。 （文章来源：每日经济新闻） ...

证券代码：002234 证券简称：民和股份 公告编号：2025-042 山东民和牧业股份有限公司 单位：人民币万元 关于计提资产减值准备的公告 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。 山东民和牧业股份有限公司（以下简称"公司"或"本公司"）第九届董事 会第二次会议审议通过了《关于计提资产减值准备的议案》，该议案无需提交公 司股东大会审议。根据《深圳证券交易所股票上市规则》、《深圳证券交易所上 市公司自律监管指南第1号——业务办理》的相关规定，现将具体情况公告如下： 一、计提资产减值准备情况概述 1、本次计提资产减值准备的原因 为客观真实准确的反映公司截止2025年6月30日的财务状况、资产价值及 2025年上半年经营成果，公司基于谨慎性原则，依据《企业会计准则》及公司 会计政策等相关制度的规定，对公司及下属子公司的各类资产进行了检查和减值 测试，对部分资产计提相应的减值准备。 2、本次计提资产减值准备的资产范围、总金额和计入的报告期间 公司及下属子公司对截止2025年6月30日合并财务报表范围内可能发生减 值的资产进行了全面清查，在清查的基础上对各类资 ...

1、审议通过《关于公司2025年半年度报告的议案》 证券代码：002234 证券简称：民和股份 公告编号：2025-040 山东民和牧业股份有限公司 第九届董事会第二次会议决议公告 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、董事会会议召开情况 山东民和牧业股份有限公司（以下简称"公司"或"本公司"）关于召开第 九届董事会第二次会议的通知于2025年8月10日以电话通知、邮件和专人送达的 形式发出。会议于2025年8月20日以现场方式在山东省烟台市蓬莱区南关路2号 附3号公司会议室召开。会议应参加表决董事9人，实际参加表决9人。会议由董 事长孙宪法主持。本次会议的召集、召开和表决程序符合《公司法》和《公司章 程》的有关规定，会议合法有效。 二、董事会会议审议情况 经与会董事认真审议，通过以下议案： 2、第九届董事会审计委员会2025年第二季度会议决议。 特此公告。 表决结果：9票同意，0票反对，0票弃权。 公司2025年半年度报告全文及摘要见巨潮资讯网www.cninfo.com.cn，摘要 见《中国证券报》、《上海证券报》、《证券时报》、《证券日报》 ...

Core Viewpoint - The company reported a decline in revenue and an increase in net loss for the first half of 2025 compared to the previous year [1] Financial Performance - The company's operating revenue for the first half of 2025 was 986 million, representing a year-on-year decrease of 5.88% [1] - The net loss attributable to shareholders for the same period was 214 million, compared to a net loss of 186 million in the previous year [1] Dividend Policy - The company announced plans not to distribute cash dividends, issue bonus shares, or increase capital through reserves [1]

山东民和牧业股份有限公司 2025 年半年度报告全文 山东民和牧业股份有限公司 山东民和牧业股份有限公司 2025 年半年度报告全文 2025 年半年度报告 1 【2025 年 8 月】 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或者重大遗漏，并承担个别和连带的法律责任。 公司负责人孙宪法、主管会计工作负责人钟宪军及会计机构负责人(会计主管人员)胡月贞声明：保 证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 公司需遵守《深圳证券交易所上市公司自律监管指引第 3 号——行业信息披露》中的"畜禽、水产 养殖相关业务"的披露要求 1、疫病防治与控制的风险。 公司生产过程中饲养和销售父母代种鸡、商品代肉鸡，其中父母代种鸡是公司的核心资产，禽流 感是影响肉鸡行业最为严重的禽病，会对国内肉鸡产业造成严重冲击。公司严格按照《畜牧法》要求， 加强对养殖户的扶持和引导，强制免疫，改善养殖环境，建立健全动物的防疫体系及预警机制等措施来 降低发病概率，减轻禽流感对行业的影响。公司被农业部认定为"肉鸡无高 ...