Core Insights - In August, 9 companies released their semi-annual reports for 2025, with 3 reporting year-on-year profit growth and 6 showing declines [1] - Among these, 4 companies experienced revenue growth while 5 saw a decrease [1] - Only 3 companies had both net profit and revenue growth, while 5 companies reported declines in both metrics [1] - Notably, Daodaoquan achieved the highest profit growth rate of 563.15% [1] Summary by Company - **Daodaoquan (002852)**: - Earnings per share: 0.5300 - Net profit: 180.976 million - Net profit growth: 563.15% - Revenue: 2792.440 million - Revenue growth: 1.16% [1] - **Zhengdan Co. (300641)**: - Earnings per share: 1.2000 - Net profit: 630.006 million - Net profit growth: 120.35% - Revenue: 1428.744 million - Revenue growth: 3.37% [1] - **Taihu Snow (838262)**: - Earnings per share: 0.2824 - Net profit: 18.985 million - Net profit growth: 69.77% - Revenue: 280.823 million - Revenue growth: 17.75% [1] - **Oriental Yuhong (002271)**: - Earnings per share: 0.2400 - Net profit: 564.438 million - Net profit decline: -40.16% - Revenue: 1356.902 million - Revenue decline: -10.84% [1] - **Zhongke Jincai (002657)**: - Earnings per share: -0.2498 - Net profit: -84.946 million - Net profit decline: -71.51% - Revenue: 34.516 million - Revenue growth: 14.36% [1] - **Hendi Pharmaceutical (301211)**: - Earnings per share: 0.0600 - Net profit: 18.547 million - Net profit decline: -72.92% - Revenue: 23.477 million - Revenue decline: -2.93% [1] - **Mike Biology (300463)**: - Earnings per share: 0.0556 - Net profit: 34.043 million - Net profit decline: -83.12% - Revenue: 1075.034 million - Revenue decline: -15.94% [1] - **Yisheng Co. (002458)**: - Earnings per share: 0.0100 - Net profit: 6.155 million - Net profit decline: -96.64% - Revenue: 132.109 million - Revenue decline: -3.98% [1] - **Xiangfenghua (300890)**: - Earnings per share: -0.0247 - Net profit: -2.946 million - Net profit decline: -107.70% - Revenue: 68.759 million - Revenue decline: -2.80% [1]

益生股份2025半年报 ...

公司最新资产负债率为42.35%。 2025年8月1日，益生股份(002458.SZ)发布2025年中报。 公司营业总收入为13.21亿元。归母净利润为615.51万元。经营活动现金净流入为1.43亿元。 公司最新总资产周转率为0.18次。最新存货周转率为2.91次，较去年同期存货周转率增加0.65次，同比较去年同期上涨29.10%。 公司股东户数为4.80万户，前十大股东持股数量为6.15亿股，占总股本比例为55.63%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 曹积生 | 40.8. | | 2 | 深圳毕升私募证券基金管理有限公司-必胜年年升1号私募基金 | 3.37 | | 3 | 济南泰浩投资合伙企业(有限合伙) | 3.10 | | 4 | 迟汉东 | 2.52 | | 5 | 李玲 | 1.71 | | ଚି | 柳炳兰 | 0.97 | | 7 | 耿培梁 | 0.96 | | 8 | 浙商银行股份有限公司-国泰中证畜牧养殖交易型开放式指数证券投资基金 | 0.85 | | g | 李秀国 | 0.70 | | 10 | ...

2025年8月1日，益生股份(002458.SZ)发布2025年半年度报告。截至2025年7月31日，共有9个机构投资 者披露持有益生股份A股股份，合计持股量达8497.77万股，占益生股份总股本的7.68%。其中，机构投 资者包括深圳毕升私募证券基金管理有限公司-必胜年年升1号私募基金、济南泰浩投资合伙企业(有限 合伙)、浙商银行股份有限公司-国泰中证畜牧养殖交易型开放式指数证券投资基金、工银农业产业股 票、平安均衡优选1年持有混合A、平安估值精选混合A、平安安心灵活配置混合A、中银鑫利混合A、 中银颐利混合A，机构投资者合计持股比例达7.68%。相较于上一季度，机构持股比例合计下跌了1.33 个百分点。 外资态度来看，本期较上一季未再披露的外资机构即香港中央结算有限公司。 公募基金方面，本期较上一期持股增加的公募基金共计3个，包括国泰中证畜牧养殖ETF、工银农业产 业股票、平安估值精选混合A，持股增加占比达0.17%。本期较上一季度持股减少的公募基金共计2个， 包括平安均衡优选1年持有混合A、平安安心灵活配置混合A，持股减少占比小幅下跌。本期较上一季度 新披露的公募基金共计2个，包括中银鑫利混合A、中银颐 ...

Core Viewpoint - The legal opinion letter from Beijing Jincheng Tongda Law Firm confirms that Shandong Yisheng Livestock and Poultry Co., Ltd. is qualified to implement its 2025 employee stock ownership plan, adhering to relevant laws and regulations [1][2][3] Group 1: Company Background - Shandong Yisheng Livestock and Poultry Co., Ltd. was established in November 2007 and listed on the Shenzhen Stock Exchange on August 10, 2010, with a total share capital of 108 million shares [3][4] - The company holds a business license issued by the Yantai Administrative Approval Service Bureau, allowing it to engage in various agricultural and livestock-related activities [4][5] Group 2: Employee Stock Ownership Plan (ESOP) Details - The 2025 employee stock ownership plan allows participation from up to 336 employees, including directors (excluding independent directors), supervisors, senior management, and core technical personnel [6][7] - The plan's total stock holdings will not exceed 10% of the company's total share capital, with individual employee holdings capped at 1% [7][8] Group 3: Legal Compliance and Procedures - The company has followed necessary legal procedures for the implementation of the employee stock ownership plan, including obtaining approvals from the board and ensuring that related parties abstain from voting [10][12] - The plan requires further approval from the shareholders' meeting, which must be announced two trading days prior to the meeting [12][14] Group 4: Information Disclosure - The company has fulfilled its information disclosure obligations regarding the employee stock ownership plan, including publishing relevant documents and resolutions [13][14] - Ongoing compliance with disclosure requirements will continue as the plan progresses [14]

Core Viewpoint - The board of directors of Shandong Yisheng Livestock and Poultry Co., Ltd. has outlined the compliance of the 2025 Employee Stock Ownership Plan draft with relevant regulations and laws, emphasizing its alignment with the interests of the company, shareholders, and employees [1][2]. Group 1: Compliance and Regulations - The 2025 Employee Stock Ownership Plan draft complies with the Company Law, Securities Law, and relevant guidelines, ensuring no forced participation or unfair distribution among employees [1]. - The plan has been developed following the guidelines set forth in the "Guidance on Pilot Implementation of Employee Stock Ownership Plans for Listed Companies" and the "Self-Regulatory Guidelines for Main Board Listed Companies" [1][2]. Group 2: Employee Engagement and Benefits - Prior to the plan's introduction, a staff representative meeting was held to gather employee opinions, which were subsequently approved [2]. - The plan aims to align the interests of the company, shareholders, and employees, promoting sustainable development and enhancing employee motivation and creativity [2]. - The board believes that the plan will help attract and retain talented management and key personnel, thereby improving corporate governance and delivering higher returns to shareholders [2].

（以下简 称"本次员工持股计划"）相关事项进行了认真审阅，董事会薪酬与考核 委员会现就本次员工持股计划相关事项发表核查意见如下： 施员工持股计划的情形。 根据《中华人民共和国公司法》 《中华人民共和国证券法》 《关于上市 公司实施员工持股计划试点的指导意见》（以下简称《指导意见》）《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》 （以下简称《监管指引第 1 号》 ）等法律、法规、规范性文件以及《公司 章程》的有关规定，山东益生种畜禽股份有限公司（以下简称"公司"） 董事会薪酬与考核委员会对公司《2025 年员工持股计划（草案）》 董事会薪酬与考核委员会核查意见 山东益生种畜禽股份有限公司 董事会薪酬与考核委员会关于公司 2025 年员工 持股计划相关事项的核查意见 山东益生种畜禽股份有限公司 关规定。 董事会薪酬与考核委员会 益共享机制，实现公司、股东和员工利益的一致性，促进公司的可持续发 展，不存在损害公司利益及中小股东合法权益的情形。本次员工持股计划 能充分调动员工的积极性和创造性，吸引和保留优秀管理人才和业务骨干， 有利于进一步提升公司治理水平，从而为股东带来更高效、更持久的回 ...

山东益生种畜禽股份有限公司 本公司及董事会全体成员保证本员工持股计划及其摘要不存在虚假记载、误导 性陈述或重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 员工持股计划（草案）摘要 风险提示 公司股东会批准，存在不确定性。 否完成实施，存在不确定性。 在不确定性。 金不足，本员工持股计划存在低于预计规模的风险。 风险。 摘要 二〇二五年八月 员工持股计划（草案）摘要 声明 员工持股计划（草案）摘要 特别提示 人民共和国公司法》 《中华人民共和国证券法》 《关于上市公司实施员工持股计划试点 的指导意见》《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》等有关法律、行政法规、规章、规范性文件和《公司章程》的规定制定。 持股计划不存在摊派、强行分配等方式强制员工参加的情形。 员、中层管理人员、核心技术（业务骨干）人员等公司《激励基金管理办法》确定的 激励对象。 参加本次员工持股计划的员工总人数预计不超过 336 人，其中参与本员工持股计 划的董事、监事、高级管理人员共计 10 人。具体参加人数根据员工实际缴款情况确 定。 的激励基金。公司根据《激励基金管理办法》的规定计提激励 ...

Group 1 - The core viewpoint of the article is that Shandong Yisheng Livestock and Poultry Co., Ltd. is implementing an employee stock ownership plan (ESOP) for 2025, which aims to align the interests of the company, shareholders, and employees, promoting sustainable development [1][3]. - The employee stock ownership plan is based on principles of legality, compliance, voluntary participation, and self-risk bearing, ensuring that there is no forced participation or distribution among employees [1][3]. - The supervisory board has reviewed the ESOP and believes it will enhance employee motivation and creativity, attract and retain talented management and key personnel, and improve corporate governance, ultimately providing higher and more sustainable returns for shareholders [3]. Group 2 - The supervisory board's opinion indicates that due to the participation of all supervisors in the ESOP, they cannot form an effective resolution on the related proposals, which will be submitted directly to the shareholders' meeting for approval [3]. - The approval of the ESOP requires more than half of the valid voting rights held by non-related shareholders present at the shareholders' meeting [3].

山东益生种畜禽股份有限公司 (草案) 二〇二五年八月 员工持股计划（草案） 声明 本公司及董事会全体成员保证本员工持股计划及其摘要不存在虚假记载、误导 性陈述或重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 员工持股计划（草案） 风险提示 公司股东会批准，存在不确定性。 否完成实施，存在不确定性。 在不确定性。 金不足，本员工持股计划存在低于预计规模的风险。 风险。 员工持股计划（草案） 特别提示 人民共和国公司法》 《中华人民共和国证券法》 《关于上市公司实施员工持股计划试点 的指导意见》 《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》等有关法律、行政法规、规章、规范性文件和《公司章程》的规定制定。 持股计划不存在摊派、强行分配等方式强制员工参加的情形。 员、中层管理人员、核心技术（业务骨干）人员等公司《激励基金管理办法》确定的 激励对象。 参加本次员工持股计划的员工总人数预计不超过 336 人，其中参与本员工持股计 划的董事、监事、高级管理人员共计 10 人。具体参加人数根据员工实际缴款情况确 定。 的激励基金。公司根据《激励基金管理办法》的规定计提激励基金， ...