Group 1: Feed Business Goals - The target feed sales volume for 2030 is 51.5 million tons, with a short-term goal of an increase of 3 million tons by 2025 [2] - In the first half of 2025, 14.7 million tons of feed sales have already been achieved [2] - The overseas feed sales volume is expected to reach 7.2 million tons by 2030 [2] Group 2: Aquaculture and Shrimp Farming - The survival rate and yield per acre of factory-farmed shrimp have significantly improved compared to traditional methods, leading to reduced costs [3] - The company’s shrimp seed business generated revenue of 770 million yuan, with a focus on shrimp and fish seed sales [3] Group 3: Poultry and Pig Feed Performance - Poultry feed sales increased by 24%, despite the overall industry facing losses and intense competition [3] - The company achieved a 43% increase in pig feed sales, with technological advantages in front-end feed products [4] - The cost of pig farming using a "light asset model" has improved due to advancements in breeding and resource allocation [4] Group 4: Water Feed and Overall Strategy - Water feed sales increased by 16%, with effective management solutions for South American white shrimp [4] - The company provides a comprehensive solution for farmers, including seeds, feed, medicine, and management guidance, enhancing its core competitiveness [4]

Market Overview - The feed sector increased by 0.29% on September 19, with Tianma Technology leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Key Performers in the Feed Sector - Tianma Technology (603668) closed at 15.20, up 4.83% with a trading volume of 321,600 shares and a turnover of 486 million yuan [1] - Jin Xin Nong (002548) closed at 5.22, up 4.19% with a trading volume of 1,024,900 shares and a turnover of 521 million yuan [1] - Tian Kang Biological (002100) closed at 7.68, up 1.86% with a trading volume of 563,400 shares and a turnover of 427 million yuan [1] Capital Flow Analysis - The feed sector experienced a net outflow of 80.65 million yuan from institutional investors, while retail investors saw a net inflow of 5.61 million yuan [2] - The main capital inflow was observed in Jin Xin Nong, with a net inflow of 55.77 million yuan from institutional investors [3] - Hai Da Group (002311) had a net inflow of 18.08 million yuan from institutional investors, indicating positive sentiment [3]

Group 1 - A new company, Chifeng Shengfeng Dachuan Feed Co., Ltd., has been established with a registered capital of 45 million yuan [1] - The company's business scope includes feed production, sales of livestock and fishery feed, sales of feed raw materials, and sales of feed additives [1] - The company is jointly held by Haida Group (002311) and other stakeholders [1]

Core Viewpoint - Haida Group experienced a 3.01% decline in stock price on September 17, with a trading volume of 720 million yuan, indicating potential market volatility and investor sentiment shifts [1]. Financing Summary - On September 17, Haida Group had a financing buy-in amount of 36.48 million yuan and a net financing buy of 21.81 million yuan, with a total financing and securities balance of 127 million yuan [1]. - The current financing balance is 124 million yuan, accounting for 0.12% of the market capitalization, which is below the 10% percentile level over the past year, indicating a low financing level [1]. - In terms of securities lending, 4,900 shares were repaid and 7,800 shares were sold on September 17, with a total selling amount of 502,300 yuan, while the securities lending balance is 3.31 million yuan, which is above the 50% percentile level over the past year, indicating a relatively high level [1]. Financial Performance - As of June 30, Haida Group reported a total revenue of 58.83 billion yuan for the first half of 2025, representing a year-on-year growth of 12.50%, and a net profit attributable to shareholders of 2.64 billion yuan, reflecting a year-on-year increase of 24.16% [2]. - Cumulatively, Haida Group has distributed 7.6 billion yuan in dividends since its A-share listing, with 3.74 billion yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Haida Group increased by 2.49% to 21,500, with an average of 77,222 circulating shares per person, a decrease of 2.43% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 62.86 million shares, a decrease of 27.90 million shares compared to the previous period [3]. - Other notable shareholders include Invesco Great Wall Emerging Growth Mixed Fund and Huatai-PB CSI 300 ETF, with varying changes in their holdings [3].

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]