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畜牧ETF(159867)近1周涨幅居同类第一,机构:禽畜产品量价齐升逻辑有望增强
Xin Lang Cai Jing· 2025-05-19 03:04
Group 1 - The China Livestock Breeding Index (930707) has shown a slight increase of 0.18% as of May 19, 2025, with notable gains in stocks such as Xiangjia Co., Ltd. (002982) up by 6.62% and Yike Foods (301116) up by 1.73% [1] - The recent outbreak of highly pathogenic avian influenza in Brazil has led to a suspension of poultry imports from Brazil by Mexico, impacting the poultry market [1] - A report from Guojin Securities indicates that the price of white feather chickens has rebounded due to previous price drops and improved consumer demand, while the supply of breeding chickens has significantly decreased year-on-year [1] Group 2 - The macroeconomic policy adjustments are expected to gradually boost consumer demand, leading to an increase in poultry product consumption and a higher proportion of high-end products [2] - The dairy industry is anticipated to stabilize and recover in the second half of 2025, with ongoing low prices for raw milk and an acceleration in industry capacity reduction [2] - The top ten weighted stocks in the China Livestock Breeding Index account for 69.38% of the index, with companies like Haida Group (002311) and Muyuan Foods (002714) being the most significant contributors [3]
益生股份(002458) - 002458益生股份投资者关系管理信息20250515
2025-05-15 10:16
Group 1: Company Overview and Activities - Shandong Yisheng Livestock and Poultry Co., Ltd. participated in the "2025 Shandong Listed Companies Investor Online Reception Day" on May 15, 2025 [2] - The event was held remotely on the Panoramic Network's investor relations interactive platform [2] Group 2: Pricing and Sales Information - The official website lists the price of Yisheng chick seedlings at 3.6 CNY each for April, while the actual average sales price reported is around 2.8 CNY [2][3] - The cost of parent stock chick seedlings is over 10 CNY, while the cost of commercial stock chick seedlings is over 2 CNY [3] Group 3: Import and Supply Chain Insights - Yisheng is the only foreign import company, having introduced over 80,000 sets of grandparent white feather broilers from France, which is a record high in China's import volume [3][8] - In the first quarter, China's grandparent meat breed chicken renewal volume (imports + self-breeding) was 148,500 sets, a decrease of over 60% year-on-year [3][6] Group 4: Stock Buyback Information - As of April 30, 2025, the company has repurchased 10,686,900 shares, with a total transaction amount of 98,066,816.50 CNY (excluding transaction fees) [5] Group 5: Market Impact and Future Projections - The reduction in supply due to import stagnation is expected to positively impact the prices of chick seedlings in the future [6] - The company plans to continue importing grandparent stock, with specific monthly targets for the coming months [4]
益生股份(002458) - 关于参加2025年山东辖区上市公司投资者网上集体接待日活动的公告
2025-05-12 08:30
投资者网上集体接待日活动的公告 证券代码:002458 证券简称:益生股份 公告编号:2025-044 山东益生种畜禽股份有限公司 关于参加 2025 年山东辖区上市公司投资者 网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流,山东益生种畜禽股份有限公 司(以下简称"公司")将参加由山东证监局、山东上市公司协会与 深圳市全景网络有限公司联合举办的"2025 年山东辖区上市公司投 资者网上集体接待日活动",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);或关注微信公众号(名称:全景财经); 或下载全景路演 APP,参与本次互动交流。活动时间为 2025 年 5 月 15 日(周四)15:00-16:30。届时公司高管将在线就公司 2024 年度业绩、 公司治理、发展战略、经营状况、融资计划、股权激励和可持续发展 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! 特此公告。 山东益生种畜禽股份有限公司 董事会 ...
5月12日早间重要公告一览
Xi Niu Cai Jing· 2025-05-12 04:04
Group 1 - Baichuan Energy plans to reduce its shareholding by up to 26.82 million shares, accounting for 2% of the total share capital, due to personal investment and funding needs [1] - Jinhong Gas intends to distribute a cash dividend of 1.00 yuan per 10 shares, with the record date on May 15, 2025 [2] - Jiahe Meikang's shareholder plans to reduce its stake by up to 1% of the total share capital due to liquidity needs [2][3] Group 2 - Jiadu Technology will cancel 10.20 million repurchased shares, reducing its total share capital from 2.143 billion shares to 2.133 billion shares [4] - ILE Home's shareholder plans to reduce its stake by up to 154,250 shares, accounting for 0.4778% of the total share capital, due to funding needs [5] - Lai Yifen has fully removed related batches of its honey date dumpling products from shelves due to consumer health concerns [6][7] Group 3 - CATL's vice chairman Li Ping and spouse plan to donate 4.05 million shares to Fudan University for establishing a research fund, reducing Li Ping's shareholding from 4.58% to 4.48% [8] - Shuanghuan Transmission's shareholders completed their reduction plan, selling a total of 6.69 million shares, accounting for 0.789% of the total share capital [9] - Chengfei Integration reported no significant changes in its business operations or external environment despite stock price fluctuations [10] Group 4 - Guizhou Tire's controlling shareholder plans to increase its stake by no less than 50 million yuan and no more than 100 million yuan within six months [11] - *ST Youshu's application to revoke the delisting risk warning has been approved, and its stock will resume trading under a new name [13] - Jingwei Huikai's shareholders plan to reduce their stake by up to 3% of the total share capital due to funding needs [14] Group 5 - Hualan Biological's major shareholder plans to reduce its stake by up to 3% of the total share capital due to funding needs [15] - Huyou Pharmaceutical's shareholder plans to reduce its stake by up to 2.997% of the total share capital due to funding needs [16] - Dongpeng Holdings' shareholders plan to reduce their stake by up to 1.5% of the total share capital due to funding needs [17] Group 6 - Keleke's controlling shareholder plans to reduce its stake by up to 3% of the total share capital due to funding needs [18] - Dongfang Ocean's major shareholder plans to reduce its stake by 1% of the total share capital due to investor redemption requests [19] - Yisheng Shares reported a sales revenue of 141 million yuan from white feather chicken seedlings in April, with a year-on-year decrease of 7.28% [20] Group 7 - Qujiang Cultural Tourism's controlling shareholder's 12 million shares are set to be auctioned due to contractual disputes, representing 4.70% of the total share capital [21] - Duople's shareholder plans to reduce its stake by up to 123,800 shares, accounting for 2% of the total share capital, due to personal funding needs [22][23]
晚间公告丨5月11日这些公告有看头
第一财经· 2025-05-11 12:30
2连板万向钱潮:拟收购WAC100%股权,交易方案正在进一步磋商 万向钱潮公告,公司股票于5月8日、5月9日连续两个交易日收盘价格涨幅偏离值累计达到20.94%, 属于股票交易异常波动情况。公司拟通过发行股份及支付现金方式,购买Wanxiang America Corp.100%股权,并向不超过35名特定投资者发行股份募集配套资金。本次交易构成关联交易,预计 将构成重大资产重组,不构成重组上市。目前,公司及相关各方积极推进本次交易整体工作进程。本 次交易所涉及的尽职调查、审计、评估等各项工作正在推进中,交易方案正在进一步磋商,交易相关 方尚未签署正式交易文件。 3连板成飞集成:近期公司经营情况及内外部经营环境未发生重大变化 成飞集成公告,公司股票于5月8日、5月9日连续两个交易日内收盘价格涨幅偏离值累计超过20%, 属于股票交易异常波动情形。经核实,公司前期披露的信息不存在需要更正、补充之处,近期公司经 营情况及内外部经营环境未发生重大变化,公司、控股股东和实际控制人不存在关于公司的应披露而 未披露的重大事项。 曲江文旅:控股股东所持4.7%公司股份拟被拍卖 2025.05. 11 5月11日晚间,沪深两市多 ...
晚间公告丨5月11日这些公告有看头
Di Yi Cai Jing· 2025-05-11 10:49
Group 1 - Wanxiang Qianchao plans to acquire 100% equity of Wanxiang America Corp through a combination of share issuance and cash payment, with the transaction constituting a major asset restructuring [3] - Chengfei Integration's stock price has shown abnormal fluctuations, but the company confirms that there have been no significant changes in its operational situation or external environment [4] - Qujiang Cultural Tourism's controlling shareholder is facing a court-ordered auction of 12 million shares, which represents 4.7% of the company's total equity, but this will not affect the company's operations or control [5] Group 2 - *ST Youshu will have its delisting risk warning lifted, and its stock name will change from "*ST Youshu" to "Youkeshu" starting May 13, 2025 [6] - Yisheng shares reported a sales revenue of 141 million yuan for April 2025, a year-on-year decrease of 7.28%, attributed to lower prices of small white feather broilers [8] - Guizhou Tire's controlling shareholder plans to increase its stake in the company by investing between 50 million to 100 million yuan over the next six months [10][11] Group 3 - Kelik plans to reduce its shareholding by up to 3%, equating to a maximum of 1,464,700 shares, through centralized bidding or block trading [12] - Huili Pharmaceutical's shareholder plans to reduce its stake by up to 2.997%, amounting to a maximum of 12,695,629 shares, within three months after the announcement [13]
益生股份(002458) - 2025年04月份鸡苗和种猪销售情况简报
2025-05-11 08:30
销售情况简报 2、种猪销售情况 公司2025年04月种猪销售数量3,378头,销售收入951.97万元, 同比变动分别为11,548.28%、6,592.15%,环比变动分别为-54.51%、 -38.12%。 上述财务数据均未经审计,可能与公司定期报告披露的数据存在 一定差异,仅作为阶段性财务数据供投资者参考。 证券代码:002458 证券简称:益生股份 公告编号:2025-043 山东益生种畜禽股份有限公司 2025 年 04 月份鸡苗和种猪销售情况简报 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、2025年04月份销售情况 1、鸡苗销售情况 山东益生种畜禽股份有限公司(以下简称"公司")2025 年 04 月 白羽肉鸡苗销售数量 4,893.20 万只,销售收入 14,129.28 万元,同 比变动分别为 10.89%、-7.28%,环比变动分别为 3.03%、2.16%。 益生909小型白羽肉鸡苗销售数量685.94万只,销售收入625.77 万元,同比变动分别为-4.82%、-34.81%,环比变动分别为-20.66%、- 22.33%。 二、 ...
益生股份:4月白羽肉鸡苗销售收入1.41亿元 同比下降7.28%
news flash· 2025-05-11 08:28
Summary of Key Points Core Viewpoint - Yisheng Co., Ltd. (益生股份) reported its sales figures for April 2025, indicating a mixed performance in the sales of broiler chicken seedlings, with a notable decline in revenue for the smaller variety [1] Group 1: Sales Performance - The company sold 48.932 million white feather broiler chicken seedlings in April 2025, generating sales revenue of 141 million yuan, reflecting a year-on-year change of +10.89% in quantity but -7.28% in revenue [1] - For the Yisheng 909 small white feather broiler chicken seedlings, the sales volume was 6.8594 million units, with a revenue of 6.2577 million yuan, showing a year-on-year decline of -4.82% in quantity and a significant drop of -34.81% in revenue [1] - On a month-on-month basis, the sales volume for the larger variety increased by +3.03%, while revenue rose by +2.16%. Conversely, the smaller variety experienced a month-on-month decline of -20.66% in sales volume and -22.33% in revenue [1]
益生股份(002458) - 关于2024年度权益分派实施后调整回购股份价格上限的公告
2025-05-08 09:32
关于调整回购股份价格上限的公告 证券代码:002458 证券简称:益生股份 公告编号:2025-042 山东益生种畜禽股份有限公司 关于 2024 年度权益分派实施后调整回购 股份价格上限的公告 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。 重要内容提示: 1、调整前回购股份价格上限:不超过人民币 11.90 元/股(含)。 2、调整后回购股份价格上限:不超过人民币 11.80 元/股(含)。 3、回购股份价格上限调整生效日期:2025 年 05 月 15 日(2024 年度权益分派的除权除息日)。 一、回购股份基本情况 山东益生种畜禽股份有限公司(以下简称"公司") 于 2024 年 11 月 01 日召开第六届董事会第二十三次会议,审议通过了《关于以 集中竞价交易方式回购公司股份方案的议案》。公司拟使用银行专项 贷款资金及自有资金以集中竞价交易方式回购公司部分人民币普通 股(A 股)股票,用于后期实施员工持股计划。本次回购股份的资金 总额为不低于人民币 10,000 万元(含),不超过人民币 20,000 万元 (含),回购股份的价格不超过人民币 12.0 ...
益生股份(002458) - 2024年度权益分派实施公告
2025-05-08 09:30
权益分派实施公告 证券代码:002458 证券简称:益生股份 公告编号:2025-041 山东益生种畜禽股份有限公司 2024 年度权益分派实施公告 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。 特别提示: 一、股东大会审议通过权益分派方案情况 1、公司 2025 年 04 月 21 日召开 2024 年度股东大会,审议通过 了《2024 年度利润分配预案》。公司 2024 年度权益分派方案为:以实 施权益分派股权登记日的公司总股本扣除公司回购专用证券账户中 1、山东益生种畜禽股份有限公司(以下简称"公司")2024 年度 权益分派方案为:以实施权益分派股权登记日的公司总股本 1,106,412,915股扣除已回购股份18,986,900 股后的1,087,426,015 股为基数,向全体股东每 10 股派发现金红利人民币 1.00 元(含税), 共派发人民币 108,742,601.50 元,不送股且不进行资本公积金转增 股本。 2、根据《公司法》《上市公司股份回购规则》等有关规定,公司 通过回购专用证券账户持有的本公司股份不享有参与本次利润分配 的权利,本 ...