Group 1 - The company focuses its pig production capacity mainly in Hunan, Guangdong, and Guangxi, with smaller portions in Henan, Hebei, Gansu, and Yunnan [1] - Guangdong is identified as a key development area for pig farming, with a growth rate in pig output surpassing the company's overall sales growth [1] - In the first half of 2025, pig sales in Guangdong increased by 56% year-on-year, accounting for 15% of the company's total output, while the company's overall pig sales rose by 37.75% year-on-year [1]

Core Viewpoint - The company Tangrenshen (002567) is actively upgrading its breeding stock, with expectations of achieving a high utilization rate of sows and a significant increase in self-supplied piglets by the end of the year [1] Group 1 - The company is currently enhancing the quality of its breeding pigs and sows [1] - By the end of the year, the sow capacity utilization rate is expected to reach over 90% [1] - The proportion of self-supplied piglets is anticipated to reach 80% [1]

Core Viewpoint - The company, Tangrenshen (002567.SZ), is actively upgrading its breeding stock, with expectations of achieving a sow capacity utilization rate of over 90% by the end of the year and an own piglet supply ratio of 80% or more [1] Group 1 - The company is focusing on improving the quality of its breeding pigs and sows [1] - The expected sow capacity utilization rate is projected to exceed 90% by year-end [1] - The company aims for its own piglet supply to reach 80% or more [1]

Group 1 - The company announced a share buyback program, repurchasing 8,713,500 shares, which represents 0.61% of the total share capital [1] - The maximum transaction price for the buyback was 5.52 yuan per share, while the minimum price was 4.68 yuan per share [1] - The total amount spent on the buyback was 43,996,594 yuan, excluding transaction fees [1]

1、公司未在下列期间内回购公司股票： 证券代码：002567 证券简称：唐人神 公告编号：2025-081 唐人神集团股份有限公司 关于股份回购进展情况的公告 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。 唐人神集团股份有限公司（以下简称"公司"）于 2024 年 11 月 8 日召开 第九届董事会第二十八次会议，审议通过了《关于回购公司股份方案的议案》， 具体内容详见公司于 2024 年 11 月 9 日在巨潮资讯网披露的《关于回购公司股 份方案的公告暨回购报告书》等相关公告。 一、回购公司股份的进展情况 根据《深圳证券交易所上市公司自律监管指引第 9 号—回购股份》等有关 规定，公司应当在每个月的前三个交易日内披露截至上月末的回购进展情况。 现将公司回购进展情况公告如下： 截至 2025 年 8 月 31 日，公司通过股份回购专用证券账户以集中竞价方式回 购公司股份 8,713,500 股，占公司目前总股本的 0.61%，最高成交价为 5.52 元/股， 最低成交价为 4.68 元/股，成交金额 43,996,594 元（不含交易费用）。本次回购 价格未 ...

证券之星消息，9月3日饲料板块较上一交易日下跌2.29%，正虹科技领跌。当日上证指数报收于 3813.56，下跌1.16%。深证成指报收于12472.0，下跌0.65%。饲料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) | | --- | --- | --- | --- | --- | --- | | 603668 | 天马科技 | 14.09 | 1.51% | 17.84万 | 2.51亿 | | 001313 | 都是與國 | 7.58 | -0.79% | 16.35万 | + 1.26亿 | | 688156 | 路德环境 | 20.70 | -0.96% | 2.41万 | 5040.66万 | | 002567 | 唐人神 | 4.78 | -1.24% | - 34.80万 | 1.67亿 | | 002385 | 大北农 | 4.17 | -1.88% | 105.16万 | 4.42亿 | | 832419 | 路斯股份 | 20.28 | -2.03% | 1.40万 | 2862.87万 | | 002311 | 海大集团 | 6 ...

北京成泉资本管理有限公司（简称"成泉资本"）于2015年7月在北京注册成立，注册资本5000万元。 成 泉资本由资产管理行业名将、原中信证券执行总经理胡继光先生创立。胡继光先生历史投资业绩优秀， 具有28年证券、期货投资经验，经历了中国股市所有的牛熊市转换，见证了新中国资本市场的诞生与成 长。公司投研团队核心成员均来自国内最知名的大型证券公司和国内最具有影响力的研究机构，投资及 研究经验丰富、投资风格稳健、市场敏锐度极高、风险控制能力出色。团队核心成员共事多年、配合默 契，具有成熟的投资理念、共同的企业文化和强大的团队凝聚力。半数投研成员为公司创始合伙人，愿 景目标一致。 成泉资本拥有专业精深的投资研究能力、开放协作的企业文化、合作共赢的利益机制以 及完善的风险控制和基础设施，坚持以客户为中心，以客户资产保值增值为己任，致力于实现客户、员 工、股东多方共赢，成为国内资本市场上有重要影响力、受人尊敬的一流专业投资机构。 成泉资本， 成就您的财富梦想！ 调研纪要：公司2025年1-7月累计生猪销量294.52万头，预计全年出栏500-550万头。2025年上半年，"公 司+农户"模式出栏198.87万头，占肥猪出 ...

Investment Rating - The report maintains an investment rating of "Buy-A" for Hai Da Group and "Buy-B" for Sheng Nong Development, with several other companies rated as "Increase-A" or "Increase-B" [3][4][5]. Core Insights - The agricultural sector has shown a market performance with the CSI 300 index increasing by 2.71% and the agricultural sector rising by 2.02% during the week of August 25 to August 31 [2][20]. - The report highlights a recovery cycle in the feed industry and marginal improvements in livestock farming, suggesting potential growth opportunities [4][5]. - The report indicates that the current market sentiment may be overly pessimistic regarding the impact of rising pig production capacity on profitability, while it overlooks the positive effects of declining raw material costs and potential macro demand recovery in 2025 [5][6]. Summary by Sections Swine Farming - As of August 29, the average prices for external three yuan pigs in Sichuan, Guangdong, and Henan were 13.25, 14.84, and 13.73 yuan/kg, reflecting a week-on-week change of -2.21%, -3.57%, and 0.00% respectively [3][28]. - The average pork price was 19.94 yuan/kg, down 0.80% from the previous week, while the average wholesale price for piglets remained stable at 26.00 yuan/kg [3][28]. - The self-breeding profit was 32.24 yuan/head, while the profit from purchasing piglets was -148.41 yuan/head [3][28]. Poultry Farming - As of August 29, the weekly price for white feather broilers was 7.33 yuan/kg, remaining unchanged from the previous week, while the price for broiler chicks increased by 0.84% to 3.61 yuan/chick [3][43]. - The profit from broiler farming was reported at 1.37 yuan/chick, and the egg price was 7.24 yuan/kg, down 0.82% [3][43]. Feed Processing - In July 2025, the total industrial feed production in China was 28.31 million tons, reflecting a month-on-month increase of 2.3% and a year-on-year increase of 5.5% [50]. - The report notes a significant decline in the factory prices of feed products, with the proportion of corn in compound feed at 33.1% and soybean meal at 14.1% [50]. Aquaculture - As of August 29, the prices for sea cucumbers, shrimp, and bass were stable at 90.00 yuan/kg, 320.00 yuan/kg, and 50.00 yuan/kg respectively [57]. - For freshwater products, the price of grass carp was 16.73 yuan/kg, up 0.54%, while the prices for crucian carp and carp showed slight fluctuations [57]. Crop and Grain Processing - As of August 29, the spot price for soybeans was 4005.79 yuan/ton, with corn and wheat prices at 2364.71 yuan/ton and 2428.89 yuan/ton respectively, showing slight declines [65]. - The report indicates that the prices for various mushroom products remained stable during the same period [65].

证券之星消息，9月2日饲料板块较上一交易日下跌0.09%，路德环境领跌。当日上证指数报收于 3858.13，下跌0.45%。深证成指报收于12553.84，下跌2.14%。饲料板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 832419 | 路斯股份 | 20.70 | 1.02% | 2.50万 | 5131.56万 | | 002311 | 海大集团 | 61.27 | 0.82% | 5.59万 | - 3.43 Z | | 001366 | 播恩集团 | 12.69 | 0.55% | 3.49万 | 4367.54万 | | 002100 | 天康生物 | 6.73 | 0.45% | 44.17万 | 2.95 Z | | 603609 | 禾丰股份 | 8.62 | 0.23% | 5.69万 | 4883.88万 | | 002548 ...

证券代码：002567 证券简称：唐人神 投资者关系活动记录表 | | □ 特定对象调研 □ 分析师会议 | | | --- | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 □ □ | | | 活动类别 | □ 新闻发布会 □ 路演活动 | | | | □ 现场参观 ■ 其他：电话会议 广发证券：钱浩、李雅琦 | 国泰海通：巩健 | | | 东方证券资产管理：陈思远 光大证券：李晓渊、于明正 | 华安基金：马丁 西部证券：张哲涵、熊航 | | | 上银基金：杨东朔 | 浙江益恒投资：钱坤 | | | 兴业证券：曹心蕊 | 国盛证券：张斌梅、樊嘉敏 | | | 长江证券资产管理：叶颂涛 | 海通证券：黄晓明 | | 参与单位名称 | 国盛证券：张斌梅、樊嘉敏 | 成泉资本：王海斌、孙宇 | | 及人员姓名 | 中信证券：彭家乐、施杨 | 国投瑞银基金：顾宸源 | | | 爱建证券：蔡培 | 上海合撰资产：肖珮菁 | | | 红杉中国：闫慧辰 | 青鼎资产：卫强 | | | 卫宁私募基金：王兴佳 | 诚盛投资：胡蓉 | | | 天风证券：陈炼 | 中金公司：龙友琪 | | | 长江证券：高一 ...