Group 1 - The livestock ETF (516760) experienced fluctuations, currently down 0.15%, with key stocks like Jinhou Biological (002688) up 2.76% and Huaying Agriculture (002321) up 2.69% [1] - The China Animal Husbandry Association announced a meeting regarding the pig industry, indicating a shift in policy focus towards the agricultural sector, particularly from pig enterprises to slaughterhouses [1] - Financing for pig enterprises has been impacted, with companies like Shennong terminating capital increases and Juxing extending the validity period of their capital increase [1] Group 2 - The livestock ETF closely tracks the CSI Livestock Breeding Index, which includes listed companies involved in feed, veterinary drugs, and livestock farming [2] - The latest price-to-earnings ratio (PE-TTM) for the CSI Livestock Breeding Index is 13.4 times, indicating it is at a historical low, below 87.85% of the time over the past three years [2] - The current valuation of the sector remains low, suggesting a high margin of safety, and it is recommended to actively monitor the livestock ETF (516760.SH) [2]

证券日报网讯华英农业（002321）8月5日在互动平台回答投资者提问时表示，截至7月31日，公司股东 户数为44420户。 ...

Group 1 - The company focuses on the duck industry, with its main business involving two major industrial chains: food and down products [1] - The company does not engage in antibiotic-related business [1]

证券之星消息，8月5日养殖业板块较上一交易日上涨0.8%，圣农发展领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。养殖业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002299 | 圣农发展 | 16.72 | 2.70% | 21.67万 | | 3.61亿 | | 002234 | 民和股份 | 8.98 | 2.28% | 9.40万 | | 8429.07万 | | 300967 | 晓鸣股份 | 20.28 | 2.27% | 10.80万 | | 2.18亿 | | 002321 | 华英农业 | 2.60 | 1.96% | 38.94万 | | 1.01亿 | | 002458 | 益生股份 | 9.01 | 1.81% | 15.42万 | | 1.39亿 | | 002746 | 仙坛股份 | 6.30 | 1.29% | 15.54万 | | 9776.42万 | | 0029 ...

Financial Performance Outlook - The company expects a net loss of between 20 million and 29 million yuan for the first half of 2025, compared to a profit of 17.95 million yuan in the same period last year[2]. - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be a loss of between 25 million and 34 million yuan, down from a profit of 8.58 million yuan year-on-year[2]. - Basic earnings per share are expected to be a loss of between 0.0095 yuan and 0.0138 yuan, compared to earnings of 0.0084 yuan per share in the previous year[2]. - The performance forecast is based on preliminary calculations by the company's finance department and has not been audited by an accounting firm[4]. Market Conditions - The main reasons for the performance decline include intense competition in the meat duck industry and insufficient downstream consumer demand, leading to reduced product sales margins[3]. - The company has seen a significant decrease in investment income from joint ventures due to a sharp decline in poultry seedling market prices compared to the previous year[3]. Investment Advisory - Investors are advised to pay attention to investment risks as the specific financial data will be disclosed in the company's official half-year report[5].

华英农业（002321）公告，预计2025年上半年净利润亏损2000万元-2900万元，上年同期盈利1794.59万 元。 ...

Core Viewpoint - The livestock robotics industry is experiencing significant growth driven by technological advancements and policy support, with the market expected to reach 1.87 billion yuan in 2024, a 20% increase year-on-year, and projected to exceed 2.2 billion yuan by 2025 [1][16]. Industry Overview - Livestock robots integrate sensor technology, artificial intelligence, automation control systems, and the Internet of Things to enhance efficiency, reduce labor costs, and achieve sustainable production in livestock farming [2][4]. - The main functions of livestock robots include environmental monitoring, feeding management, milking operations, disease warning, cleaning and disinfection, and data collection [2][4]. Market Structure - Feeding robots account for approximately 35% of the market, followed by milking robots at 25%, inspection robots at 20%, and cleaning robots at 15%, with other types making up less than 5% [18][19]. Development Stages - The development of livestock robots in China can be categorized into three stages: 1. **Emergence Phase (2000-2015)**: Introduction of European milking robots, with high costs and limited applicability [4]. 2. **Growth Phase (2016-2020)**: Acceleration of domestic alternatives due to policy support and capital influx, with costs decreasing by about 50% [4]. 3. **Explosive Phase (2021 onwards)**: Deep integration of AI and 5G technologies, leading to increased penetration of smart livestock equipment across various scales of farming [4]. Factors Driving Development - The large scale of livestock farming in China provides a vast market for livestock robots, with significant increases in livestock numbers and production volumes [8][11]. - Labor shortages in rural areas due to aging populations and declining workforce numbers are driving the demand for automation and mechanization in livestock farming [11]. - Continuous policy support aimed at modernizing the livestock sector is fostering the growth of the livestock robotics industry [13][15]. Industry Players - Key companies in the livestock robotics sector include Muyuan Foods, New Hope, Wens Foodstuff, and Lihua Technology, among others [2][24]. - Emerging companies such as Beijing Guoke Chengtai Agricultural Equipment and Hefei Lasset Robot Technology are also contributing to the innovation in this field [2][24]. Future Trends - The development of livestock robots is expected to lead to higher levels of automation and intelligence in livestock farming, enhancing economic benefits and sustainability [25]. - Future innovations will focus on improving efficiency, environmental sustainability, and animal welfare, further advancing agricultural technology in China [25].

证券代码：002321 证券简称：华英农业 公告编号：2025-027 河南华英农业发展股份有限公司 关于公司股东部分股份解除质押的公告 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。 河南华英农业发展股份有限公司（以下简称"公司"）于近日接 到公司持股5%以上股东河南光州辰悦实业有限公司函告，获悉其所持 有公司的部分股份办理了解除质押手续，具体事项如下： | | 是否为 控股股 东或第 | 本次解除质 | 占其 所持 | 占公 司总 | | 解除质 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 一大股 | 押股份数量 | | | 起始日 | | 质权人 | | | 东及其 | （股） | 股份 | 股本 | | 押日期 | | | | 一致行 | | 比例 | 比例 | | | | | | 动人 | | | | | | | | 河南光州辰 悦实业有限 | 否 | 15,380,000 | | 0.72% | 2025年1 月3日 | 2025年6 月3日 | 河南棕榈建设发 展有 ...

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。 证券代码：002321 证券简称：华英农业 公告编号：2025-026 河南华英农业发展股份有限公司 关于董事会、监事会延期换届的提示性公告 河南华英农业发展股份有限公司董事会 二〇二五年五月十七日 1 河南华英农业发展股份有限公司（以下简称"公司"）第七届董 事会、监事会任期将于 2025 年 5 月 22 日届满，鉴于公司新一届董事 会、监事会的换届工作尚在筹备当中，以及根据中国证券监督管理委 员会发布的《关于新<公司法>配套制度规则实施相关过渡期安排》相 关要求，为确保公司治理结构的平稳过渡、公司董事会、监事会相关 工作的连续性和稳定性，公司第七届董事会、监事会将延期换届，公 司董事会各专门委员会、高级管理人员的任期亦相应顺延。 在公司换届工作完成前，公司第七届董事会、监事会全体成员、 董事会各专门委员会成员及高级管理人员将依照相关法律法规和《公 司章程》等有关规定，继续履行董事、监事及高级管理人员的职责和 义务。 公司董事会、监事会延期换届不会影响公司的正常运营。公司将 尽快推进相关工作进程，并及时履行信 ...

证券代码：002321 证券简称：华英农业 公告编号：2025-025 河南华英农业发展股份有限公司 2024 年度股东大会决议公告 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。 特别提示： 1、本次股东大会未出现否决提案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况 河南华英农业发展股份有限公司（以下简称"公司"）于2025 年4月19日、4月30日在指定信息披露媒体《证券时报》《证券日报》 《上海证券报》和巨潮资讯网（www.cninfo.com.cn）刊登了《关于 召开2024年度股东大会的通知》（公告编号：2025-016）、《关于增 加2024年度股东大会临时提案暨股东大会补充通知的公告》（公告编 号：2025-023）。本次股东大会的召集人为公司董事会，会议采取现 场投票和网络投票相结合的方式举行。 1、现场会议于 2025 年 5 月 9 日（周五）14 点 30 分开始，在河 南省潢川县产业集聚区工业大道 1 号 16 楼会议室召开，本次会议由 董事长许水均先生主持。 2、公司通过深圳证券交易所交易系统和互联 ...