今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 同花顺果指数 | 3.11 | CRO概念 | -2.00 | | 养鸡 | 2.87 | 稀土永磁 | -1.98 | | 猪肉 | 2.36 | 减肥药 | -1.38 | | 数字水印 | 1.88 | 创新药 | -1.25 | | 托育服务 | 1.87 | PEEK材料 | -1.22 | | 电子竞技 | 1.85 | 细胞免疫治疗 | -1.14 | | 转基因 | 1.82 | 中船系 | -1.07 | | 空间计算 | 1.78 | 国产航母 | -0.97 | | 磷化工 | 1.67 | 重组蛋白 | -0.96 | | 草甘膦 | 1.66 | 人形机器人 | -0.96 | 资金面上看，今日养鸡概念板块获主力资金净流入2.17亿元，其中，14股获主力资金净流入，8股主力 资金净流入超千万元，净流入资金居首的是晓鸣股份，今日主力资金净流入7127.69万元，净流入资金 居前的还有华统股份、天马科技、天康生物等，主力资金分别净流入496 ...

| 代码 | 名称 | 涨幅%↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | | 603363 | 傲农生物 | 10.08 | 108亿 | 17.23 | | 002714 | 牧原股份 | 8.12 | 3035亿 | 46.46 | | 300761 | 立华股份 | 4.58 | 174亿 | 9.59 | | 002100 | 天康生物 | 4.53 | 94.48 Z | 9.32 | | 000048 | 京基智农 | 4.23 | 88.77亿 | -4.91 | | 001201 | 东瑞股份 | 3.65 | 44.65亿 | 9.48 | | 002840 | 中统股份 | 3.39 | 90.81亿 | -10.55 | | 300498 | 温氏股份 | 3.18 | 1231亿 | 13.44 | | 002124 | 天邦食品 | 2.97 | 69.32亿 | 11.83 | | 603477 | 巨星农牧 | 2.90 | 112亿 | 24.75 | | 605296 | 神农集团 | 2.58 | 179亿 | 2 ...

Investment Rating - Industry rating: Outperform the market (maintained rating) [9] Core Insights - The pet industry is experiencing significant growth, with the Asia Pet Expo showcasing over 2,600 exhibitors and 20,000 brands, indicating a thriving market driven by globalization and innovation [2][13] - China's pet food exports have shown continuous growth, with 201,000 tons exported from January to July 2025, reflecting a year-on-year increase of 6.64% [14] - The pig farming sector is facing challenges, with the average pig price at 13.82 yuan/kg, a decrease of 3.63% from the previous week, and the average weight of pigs reaching a historical high [15][16] - The dairy sector is poised for a recovery, with the original milk price expected to rebound as production capacity decreases after a prolonged period of losses [17][18] - The poultry sector is focusing on breeding gaps, with a significant decline in the import of breeding chickens due to avian influenza concerns, which may impact future supply [19][20] - The planting sector emphasizes food security and the importance of biotechnology, with a focus on high-yield and resilient crop varieties [25] - The feed sector is recommended for investment, particularly in companies like Haida Group, which is expected to benefit from market recovery and increased market share [26] Summary by Sections Pet Sector - The Asia Pet Expo has reached a record scale of 310,000 square meters, highlighting the industry's vitality and innovation potential [2][13] - Pet food exports from China have increased, with a total of 201,000 tons exported in the first seven months of 2025, showing a year-on-year growth of 6.64% [14] - Recommended companies include pet food brands like Guibao Pet, Zhongchong Co., and Petty Co. [14] Pig Sector - The average pig price is currently at 13.82 yuan/kg, with a year-to-date low in profitability for pig farming [15][16] - The average weight of pigs is at a historical high, indicating supply pressures [15] - Recommended companies include leading pig farming firms such as Wens Foodstuffs Group and Muyuan Foods [16] Dairy Sector - Yuran Dairy reported stable performance with a revenue of 10.3 billion yuan, showing a year-on-year growth of 2.3% [17] - The dairy industry is expected to see a recovery as production capacity decreases [18] - Recommended companies include Yuran Dairy and China Shengmu Organic Milk [18] Poultry Sector - The poultry sector is facing challenges with breeding imports, particularly for white chickens, due to avian influenza [19][20] - Recommended companies include Shennong Development and Yisheng Livestock [20] Planting Sector - The focus is on food security and biotechnology, with an emphasis on high-yield and resilient crop varieties [25] - Recommended companies include Longping High-Tech and Dabeinong Technology Group [25] Feed Sector - Haida Group is highlighted as a key investment opportunity due to its increasing market share and performance [26] - The animal health sector is also recommended, particularly companies like Kexin Biological [27]

Core Viewpoint - A significant increase in mid-term cash dividends has been observed among listed companies, with over 290 companies announcing plans to distribute more than 1640 billion yuan in total [2][5]. Group 1: Mid-term Dividend Announcements - Companies such as Juchip Technology, Zhonggang Tianyuan, and Taihe Co. have announced their first mid-term dividend plans, with cash dividends of approximately 17.42 million yuan, 45.23 million yuan, and 90 million yuan respectively [3][4]. - China CRRC plans to distribute a cash dividend of 3.157 billion yuan, with a cash dividend ratio of 43.57% [3][4]. - Changan Automobile and Hengli Petrochemical also announced their first mid-term dividends, with cash dividends of 496 million yuan and 563 million yuan respectively [4]. Group 2: Overall Dividend Statistics - As of August 24, 2024, 294 companies have disclosed mid-term dividend plans, with a total planned distribution of 1647.07 billion yuan [5][6]. - Three companies are set to distribute over 10 billion yuan, with China Mobile leading at over 54 billion yuan and a cash dividend ratio exceeding 64% [5][6]. - The average cash dividend ratio for disclosed mid-term dividends is approximately 80.87%, a significant increase from 36.14% in 2024 [6]. Group 3: High Dividend Ratios - Sixteen companies have reported cash dividend ratios exceeding 100%, while the average for the remaining companies is around 38% [6][7]. - Shuoshi Biotechnology has the highest cash dividend ratio, proposing a cash dividend of 285 million yuan, which is 71.42 times its net profit for the period [6]. - Other companies, such as Yisheng Shares, have also reported high dividend ratios, with Yisheng proposing a cash dividend of 163 million yuan against a profit of 615.51 million yuan [6]. Group 4: Companies with Losses Still Distributing Dividends - Some companies, including Delin Hai, Haoyun Technology, and Lanshield Optoelectronics, are planning to distribute mid-term dividends despite reporting net losses [8].

Group 1 - The latest stock price of Yisheng Co. is 9.06 yuan, with an increase of 0.02 yuan compared to the previous trading day. The intraday high reached 9.13 yuan, while the low was 9.01 yuan, with a total transaction volume of 1.22 billion yuan [1] - Yisheng Co. specializes in the breeding and sales of breeding chickens and pigs, with main products including parent generation meat chickens and commercial meat chicken seedlings. On August 21, the company announced that its "Yisheng 817" meat chicken breeding system, developed in collaboration with the Shandong Academy of Agricultural Sciences Poultry Research Institute, has been approved by the National Livestock and Poultry Genetic Resources Committee and will receive a new variety breeding system certificate [1] Group 2 - In terms of capital flow, the main funds experienced a net outflow of 4.2955 million yuan on that day, with a cumulative net outflow of 37.818 million yuan over the past five trading days [2]

今日焦点 弘信电子公告称，2025年上半年，公司实现营业收入34.94亿元，同比增长15.01%，归母净利润5399.31 万元，同比增长9.85%。FPC业务单季度首次实现扭亏为盈，成为公司业绩重要的增长点。报告期内， 公司的液冷漏液监测FPC应用方案顺利取得某头部AI算力服务器散热客户的订单，已经量产并出货，未 来双方将进一步达成深度战略合作。 20CM涨停三未信安：上半年净亏损2938.58万元 三未信安公告称，2025年上半年公司营业收入为1.95亿元，同比增长15.19%，净亏损2938.58万元，上 年同期为盈利1370.93万元。公司在原生云密码服务、低空飞行安全和抗量子密码产品等研发项目上有 较大投入，同时在Web3.0（RWA、区块链等）和AI等新兴领域加大人才储备。 金杯电工：孙公司签订厂房购买协议，欧洲基地建设取得实质性进展 金杯电工公告称，公司全资孙公司GoldCupTolyEuropeElectromagneticWires.r.o.与捷克公司Solwings.r.o. 签订了厂房《购买协议》，购买金额为2,996,000欧元（不含增值税）。该协议的达成标志着公司欧洲生 产基地建设取 ...

转自：智通财经 【益生股份："益生817"获得畜禽新品种配套系认定】智通财经8月21日电，益生股份(002459.SZ)公告 称，公司联合山东省农业科学院家禽研究所开展育种攻关，成功培育的 "益生 817"肉鸡配套系已经国家 畜禽遗传资源委员会审定通过。根据《畜禽新品种配套系审定和畜禽遗传资源鉴定办法》等有关规定， 公司将获得由国家畜禽遗传资源委员会颁发的新品种配套系证书。"益生 817" 肉鸡新品种具有制种成本 低、垂直传播性疾病净化彻底、商品代肉品质好、存活率高等性能优势，是继"益生909"小型白羽肉鸡 配套系后，公司培育的又一小型白羽肉鸡新品种（配套系）。 ...

关于"益生 817"获得畜禽新品种配套系认定的公告 具体内容详见中华人民共和国农业农村部官网于近日发布的《中 华人民共和国农业农村部公告》（第 934 号）。 "益生 817" 肉鸡新品种具有制种成本低、垂直传播性疾病净 化彻底、商品代肉品质好、存活率高等性能优势，是继"益生 909" 小型白羽肉鸡配套系后，公司培育的又一小型白羽肉鸡新品种（配套 系）。"益生 817"主要适用于生产中小规格产品，"益生 909"则主要 适用于生产中大规格产品，两大品种形成差异化市场布局，可满足养 殖企业对不同小型白羽肉鸡品种的需求。 特此公告。 山东益生种畜禽股份有限公司 2025 年 8 月 22 日 山东益生种畜禽股份有限公司 关于"益生817"获得畜禽新品种配套系认定的 公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 为响应国家种业振兴战略，落实农业农村部《全国畜禽遗传改良 计划（2021—2035 年）》的部署，山东益生种畜禽股份有限公司（以 下简称"公司"）联合山东省农业科学院家禽研究所开展育种攻关， 成功培育的 "益生 817"肉鸡配套系已经国家畜禽遗传资源委 ...

Core Viewpoint - Yisheng Biotechnology Co., Ltd. has successfully developed the "Yisheng 817" broiler breeding system in collaboration with the Shandong Academy of Agricultural Sciences, which has been approved by the National Animal Genetic Resources Committee as part of the national breeding revitalization strategy [1] Group 1 - The company is responding to the national breeding revitalization strategy and implementing the Ministry of Agriculture and Rural Affairs' "National Livestock and Poultry Genetic Improvement Plan (2021-2035)" [1] - The "Yisheng 817" broiler breeding system has received certification from the National Animal Genetic Resources Committee, which will provide the company with a new variety breeding system certificate [1] - The breeding efforts are part of a broader initiative to enhance livestock and poultry genetic resources in China [1]

2025 年员工持股计划实施进展的公告 证券代码：002458 证券简称：益生股份 公告编号：2025-074 山东益生种畜禽股份有限公司 关于2025 年员工持股计划实施进展的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、员工持股计划概述 山东益生种畜禽股份有限公司（以下简称"公司"）第六届董事 会第三十一次会议和 2025 年第一次临时股东会审议通过了公司 《<2025 年员工持股计划（草案）>及摘要》等员工持股计划相关议 案，同意公司实施 2025 年员工持股计划，具体内容详见 2025 年 8 月 1 日及 2025 年 8 月 19 日公司刊登于《中国证券报》《上海证券报》《证 券时报》《证券日报》和巨潮资讯网（www.cninfo.com.cn）的相关公 告。 二、进展情况 根据《关于上市公司实施员工持股计划试点的指导意见》和《深 圳证券交易所上市公司自律监管指引第1号—主板上市公司规范运作》 相关要求，现将公司2025年员工持股计划实施进展情况公告如下： 公司2025年员工持股计划证券专用账户已于2025年8月19日开立， 证券账户名称 ...