截至6月30日，海大集团股东户数2.15万，较上期增加2.49%；人均流通股77222股，较上期减少2.43%。 2025年1月-6月，海大集团实现营业收入588.31亿元，同比增长12.50%；归母净利润26.39亿元，同比增 长24.16%。 9月17日，海大集团跌3.01%，成交额7.20亿元。两融数据显示，当日海大集团获融资买入额3648.08万 元，融资偿还1466.99万元，融资净买入2181.09万元。截至9月17日，海大集团融资融券余额合计1.27亿 元。 融资方面，海大集团当日融资买入3648.08万元。当前融资余额1.24亿元，占流通市值的0.12%，融资余 额低于近一年10%分位水平，处于低位。 融券方面，海大集团9月17日融券偿还4900.00股，融券卖出7800.00股，按当日收盘价计算，卖出金额 50.23万元；融券余量5.14万股，融券余额331.14万元，超过近一年50%分位水平，处于较高位。 资料显示，广东海大集团股份有限公司位于广东省广州市番禺区化龙镇龙泰街8号海大科学园1栋，成立 日期2004年1月8日，上市日期2009年11月27日，公司主营业务涉及水产预混料、水产配合 ...

Market Overview - The feed sector experienced a decline of 1.48% on September 17, with Bangji Technology leading the drop [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Individual Stock Performance - Aonong Biological (603363) saw a closing price of 6.02, with an increase of 4.15% and a trading volume of 1.568 million shares, totaling a transaction value of 927 million yuan [1] - Guibao Pet (301498) closed at 96.05, up 2.60%, with a trading volume of 36,400 shares and a transaction value of 351 million yuan [1] - Zhongchong Co. (002891) closed at 56.39, up 1.46%, with a trading volume of 98,500 shares and a transaction value of 559 million yuan [1] - Bangji Technology (603151) closed at 28.21, down 8.32%, with a trading volume of 63,000 shares and a transaction value of 182 million yuan [2] - Haida Group (002311) closed at 64.40, down 3.01%, with a trading volume of 111,600 shares and a transaction value of 720 million yuan [2] Capital Flow Analysis - The feed sector saw a net outflow of 65.0615 million yuan from institutional investors, while retail investors experienced a net inflow of 24.4814 million yuan [2] - Aonong Biological had a net inflow of 29.917 million yuan from institutional investors, but a net outflow of 25.9353 million yuan from retail investors [3] - Zhongchong Co. had a net inflow of 27.7889 million yuan from institutional investors, with a net outflow of 27.0733 million yuan from retail investors [3]

Group 1 - The A-share market for pork stocks has weakened, with several companies experiencing significant declines in their stock prices [1] - Bangji Technology saw a drop of over 8%, while Tianyu Biological fell over 6%, and Jinxinnong decreased by over 4% [1] - Other notable declines include Haida Group down over 3%, Longda Meishi and Dayu Biological both down over 2%, and Muyuan Foods down over 2% as well [1] Group 2 - Bangji Technology's market capitalization is 4.777 billion, with a year-to-date increase of 183.41% despite the recent decline of 8.45% [2] - Tianyu Biological has a market cap of 2.707 billion, with a year-to-date increase of 15.90%, experiencing a decline of 6.23% [2] - Jinxinnong's market capitalization stands at 3.937 billion, with a year-to-date increase of 23.17%, and a recent drop of 4.12% [2] - Haida Group has a market cap of 106.9 billion, with a year-to-date increase of 33.54%, and a decline of 3.19% [2] - Longda Meishi's market cap is 6.313 billion, with a year-to-date decrease of 26.14%, and a recent decline of 2.99% [2] - Dayu Biological has a market cap of 1.192 billion, with a year-to-date increase of 90.39%, and a decline of 2.90% [2] - Muyuan Foods has a market cap of 307 billion, with a year-to-date increase of 48.15%, and a decline of 2.02% [2]

Group 1 - The core point of the article is that Haida Group announced its mid-term equity distribution plan for 2025, which includes a cash dividend of 2.00 yuan per 10 shares (tax included) [1] - The record date for the equity distribution is set for September 24, 2025, and the ex-dividend date is September 25, 2025 [1]

证券代码：002311 证券简称：海大集团 公告编号：2025-046 广东海大集团股份有限公司 特此公告！ 关于参加 2025 年广东辖区上市公司投资者 广东海大集团股份有限公司董事会 网上集体接待日活动的公告 二 O 二五年九月十七日 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。 为进一步加强与投资者的互动交流，广东海大集团股份有限公司（以下简称 "公司"）将参加由广东证监局、广东上市公司协会联合举办的"向新提质 价 值领航--2025 年广东辖区投资者集体接待日暨辖区上市公司中报业绩说明会"活 动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）参与本次互动交流，活动时间为 2025 年 9 月 19 日（星期五） 15:30-17:00。届时公司高管将在线就 2025 年半年度业绩、公司治理、发展战略、 经营状况、投资者回报等投资者关心的问题，与投资者进行沟通与交流，欢迎广 大投资者踊跃参与！ ...

广东海大集团股份有限公司 2025 年中期权益分派实施公告 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、根据《中华人民共和国公司法》（以下简称"公司法"）、《深圳证券 交易所上市公司自律监管指引第 9 号—回购股份》等相关规定，广东海大集团股 份有限公司（以下简称"公司"或"本公司"）通过回购专用证券账户持有的本公司 股份 64,200 股不享有参与本次利润分配的权利。 2、公司于 2025 年 7 月 25 日召开的第七届董事会第二次会议及 2025 年 8 月 14 日召开的 2025 年第三次临时股东会审议通过了《关于 2025 年中期利润分 配方案的议案》，分配方案为："未来实施分配方案时股权登记日扣除已回购股 份的总股本（即未来实施分配方案时股权登记日可参与分配股本数量）"为基数， 按每 10 股派发现金股利 2.00 元（含税），拟派发现金总额不超过母公司 2025 年 6 月 30 日可供股东分配利润，剩余未分配利润结转以后年度。公司 2025 年中 期权益分派以固定比例的方式分配。截至本次权益分派申请之日，公司股本总数 为 ...

Group 1 - The core viewpoint indicates that the poultry industry, particularly the yellow-feathered chicken sector, has returned to profitability since August, with individual chicken profits estimated at 3-4 yuan, potentially offsetting earlier losses in the year [1] - The Pacific Securities report highlights a significant turnaround in the yellow chicken industry's integrated breeding model, which has led to substantial profits in August, contrasting with previous losses [1] - The recent increase in yellow chicken prices is attributed to low production capacity and a recovery in consumer demand, with expectations for continued price rebounds as the autumn and winter consumption peak approaches [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the China Securities Livestock Breeding Index account for 65.57% of the index, including major companies such as Muyuan Foods, Wens Foodstuff Group, and Haida Group [2]

资金面上看，两市主力资金全天净流出597.54亿元，今日有4个行业主力资金净流入，汽车行业主力资 金净流入规模居首，该行业今日上涨1.44%，全天净流入资金31.66亿元，其次是传媒行业，日涨幅为 1.94%，净流入资金为7.23亿元。 601952 苏垦农发 1.14 0.72 912.33 沪指9月15日下跌0.26%，申万所属行业中，今日上涨的有15个，涨幅居前的行业为电力设备、传媒， 涨幅分别为2.22%、1.94%。农林牧渔行业位居今日涨幅榜第三。跌幅居前的行业为综合、通信，跌幅 分别为1.80%、1.52%。 主力资金净流出的行业有27个，电子行业主力资金净流出规模居首，全天净流出资金87.73亿元，其次 是有色金属行业，净流出资金为86.06亿元，净流出资金较多的还有计算机、通信、电力设备等行业。 农林牧渔行业今日上涨1.79%，全天主力资金净流入4.36亿元，该行业所属的个股共105只，今日上涨的 有73只，涨停的有1只；下跌的有29只，跌停的有2只。以资金流向数据进行统计，该行业资金净流入的 个股有48只，其中，净流入资金超5000万元的有5只，净流入资金居首的是傲农生物，今日净流入资金 1 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The swine industry is undergoing significant policy transformation, focusing on capacity regulation and protecting farmers' rights while promoting innovation [5][6] - The latest pig price is 13.52 CNY/kg, with a slight decrease of 0.35 CNY/kg from the previous period, indicating potential short-term price declines due to policy-driven weight reductions [5][15] - The report suggests that if pig prices continue to fall, further market support and capacity control measures may be implemented [5][15] - The overall profitability of listed pig companies has shown significant growth, and with the expected recovery in pig prices and declining costs, profitability is anticipated to remain strong [6][15] Summary by Sections 1. Swine Industry - The latest pig price is 13.52 CNY/kg, with an average weight of 128.32 kg and a 15 kg piglet price of 394 CNY/head [5][15] - The Ministry of Agriculture will hold a meeting with 25 major pig companies to discuss capacity regulation measures [6][15] - Future growth stocks will focus on technological innovation and farmer interests, with companies like DeKang Agriculture and leading pig farming companies such as Muyuan and Wens recommended for investment [6][15] 2. Poultry Industry - The chicken industry faces a "high capacity, weak consumption" contradiction, with the latest chick price at 3.15 CNY/bird and broiler price at 3.43 CNY/kg [7][16] - The report highlights the importance of integrated enterprises and contract farming to increase market share [7][16] - Key investment targets include high-quality imported breeding stock leaders and full-chain leaders like Yisheng and Shengnong Development [7][16] 3. Feed Industry - The report recommends Haida Group due to improved management and increased capacity utilization, expecting significant growth [8][17] - The prices of various fish species have shown mixed trends, with some experiencing declines [8][17] 4. Pet Industry - The pet industry shows a significant increase in sales growth compared to July, with leading brands maintaining strong positions [9][20] - The competitive landscape is characterized by four leading brands, with potential risks for those unable to keep pace with growth [10][22] - The report emphasizes the importance of domestic brands like Guibao and Zhongchong, which are expected to perform well in the future [10][22] 5. Agricultural Products - The USDA's September report is bearish, with an increase in soybean planting area and a decrease in yield expectations [11][23] - The report highlights the importance of monitoring US-China trade negotiations and their impact on agricultural prices [11][23] - The agricultural sector is viewed as undervalued, with potential for significant returns as the industry transitions through various stages of recovery [11][23] 6. Market and Price Situation - The agricultural index increased by 4.81% over the past week, with the livestock sector performing particularly well [24][29] - The report notes that the CPI has been affected by food prices, which have seen a significant decline [50]

Market Overview - The feed sector increased by 2.52% on September 15, with Aonong Biological leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Key Stocks Performance - Aonong Biological (603363) closed at 6.04, up 10.02% with a trading volume of 1.5461 million shares and a transaction value of 908 million yuan [1] - Tiankang Biological (002100) closed at 8.05, up 8.20% with a trading volume of 1.4636 million shares and a transaction value of 1.158 billion yuan [1] - Haida Group (002311) closed at 67.35, up 3.62% with a trading volume of 79,700 shares and a transaction value of 534 million yuan [1] - Other notable stocks include Quanjinong (002548) up 3.33%, Zhenghong Technology (000702) up 2.01%, and Tangrenshen (002567) up 1.80% [1] Capital Flow Analysis - The feed sector saw a net inflow of 116 million yuan from institutional investors, while retail investors experienced a net outflow of 47.8 million yuan [2] - Aonong Biological had a significant net inflow of 204 million yuan from institutional investors, representing 22.44% of its trading volume [3] - Tiankang Biological and Zhenghong Technology also saw net inflows from institutional investors, although retail investors showed net outflows [3]