证券代码：002567 证券简称：唐人神 公告编号：2025-073 唐人神集团股份有限公司 关于为子公司担保的进展公告 二、被担保人基本情况 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"）分别于 2024 年 11 月 29 日、 2024 年 12 月 20 日召开第九届董事会第三十次会议、2024 年第五次临时股东大 会，审议通过了《关于 2025 年公司及子公司担保额度预计的议案》，根据公司 及子公司日常生产经营需要，公司及子公司（含授权期限内新设立或纳入的子 公司）向业务相关方（包括但不限于银行、金融机构、融资租赁公司、供应商 等）申请授信、借款、保理业务、融资租赁业务、采购或其他履约义务，公司 及子公司提供担保总额不超过 86.5 亿元，额度在有效期内可循环使用，即任一 时点的担保总额不超过 86.5 亿元，有效期为 2025 年 1 月 1 日至 2025 年 12 月 31 日。 上述担保包括公司为子公司提供担保、子公司为母公司提供担保、子公司 之间互相担保。担保范围包括但不限于申请银行借款、融资租赁 ...

Summary of Key Points Core Viewpoint - The report highlights the salary trends and demographic characteristics of CFOs in A-share listed companies for 2024, indicating a total salary scale of 4.27 billion yuan and an average annual salary of 814,800 yuan. Group 1: Salary Overview - The total salary of CFOs in A-share listed companies reached 4.27 billion yuan, with an average annual salary of 814,800 yuan [1] - The highest salary recorded was 4.26 million yuan for Yang Shaolin, CFO of Haida Group, with a significant increase of 2.27 million yuan from the previous year [6] - 67% of CFOs experienced salary increases last year, while 28% saw declines [8] Group 2: Industry Breakdown - In the agriculture, forestry, animal husbandry, and fishery sector, the average salary for CFOs was 787,100 yuan, which is below the market average [1] - Among 22 CFOs in the agriculture, forestry, animal husbandry, and fishery sector, 5 had salaries exceeding 1 million yuan [6] - Companies with revenue exceeding 100 billion yuan had CFOs with higher salaries, while smaller companies had lower compensation [6] Group 3: Demographics - The majority of CFOs are aged between 40 and 50 years, accounting for 43% of the total [1] - The educational background shows that 48% of CFOs hold a bachelor's degree, while 37% have a master's degree [3] - The youngest CFO is 32 years old, while the oldest is 63 years old [1] Group 4: Salary Distribution - The most common salary range for CFOs is between 500,000 and 1 million yuan, making up 31% of the total [5] - There are 4 CFOs with salaries exceeding 2 million yuan, representing 5% of the total [5] - The lowest salary recorded was 150,000 yuan for a CFO in the agriculture sector [6]

Investment Rating - The report maintains an investment rating of "A" for the agriculture sector, suggesting a focus on the recovery cycle of feed and marginal improvements in breeding [1]. Core Insights - The agriculture sector has shown a decline of 2.97% in the past week, with the animal health, food and feed additives, fruit and vegetable processing, aquaculture, and seeds sub-industries performing the best [1][22]. - The report highlights a potential recovery in the feed industry due to the decline in upstream raw material prices and improvements in the breeding sector, particularly for Haida Group, which is expected to see an upward trend in its operational fundamentals [2][4]. - The report emphasizes that the current market may be overly pessimistic about 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 [3]. Summary by Sections Swine Breeding - As of August 1, 2025, the average prices for external three yuan pigs in Sichuan, Guangdong, and Henan were 13.70, 16.04, and 14.38 yuan per kilogram, reflecting increases of 0.74%, 3.22%, and 1.77% respectively [2][31]. - The average pork price was 20.60 yuan per kilogram, down 1.29% from the previous week, while the average wholesale price for piglets was 27.00 yuan per kilogram, up 3.85% [31]. - The report suggests that the swine breeding industry is expected to enter a profitability cycle starting from Q2 2024, although the average debt reduction rate indicates a long road ahead for the industry [3]. Poultry Breeding - The weekly price for white feather broilers was 6.83 yuan per kilogram, up 1.94%, while the price for broiler chicks rose significantly by 33.16% to 2.57 yuan per chick [46]. - The report notes that the breeding profit for broilers is currently negative at -0.43 yuan per chick, and egg prices have decreased by 2.70% to 7.20 yuan per kilogram [46]. Feed Processing - In June 2025, the total industrial feed production in China was 27.67 million tons, a slight decrease of 0.1% month-on-month but a year-on-year increase of 6.6% [55]. - The report indicates that the production of compound feed, concentrated feed, and additive premix feed saw year-on-year growth of 6.6%, 3.4%, and 8.7% respectively [55]. Aquaculture - As of August 1, 2025, the prices for sea cucumbers, shrimp, and bass remained stable at 90.00 yuan per kilogram, 320.00 yuan per kilogram, and 50.00 yuan per kilogram respectively [64]. - In freshwater products, the price for grass carp was 16.70 yuan per kilogram, down 0.30%, while crucian carp saw a slight increase of 0.09% to 22.99 yuan per kilogram [64]. Crop and Grain Processing - As of August 1, 2025, soybean prices were stable at 3926.32 yuan per ton, while corn and wheat prices slightly decreased to 2402.75 yuan and 2440.50 yuan per ton respectively [75]. - The report highlights a significant increase in the price of enoki mushrooms, which rose by 37.78% to 6.20 yuan per kilogram [75].

Core Insights - The feed sector experienced a rise of 0.99% on August 4, with Zhongchong Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Summary by Category Stock Performance - Zhongchong Co., Ltd. (002891) closed at 58.43, with a gain of 6.33% and a trading volume of 116,900 shares, amounting to a transaction value of 677 million yuan [1] - Other notable performers include: - Guobao Pet (301498) at 92.49, up 2.09% [1] - Petty Co., Ltd. (300673) at 15.75, up 2.01% [1] - Lusi Co., Ltd. (832419) at 21.76, up 1.82% [1] Capital Flow - The feed sector saw a net inflow of 15.24 million yuan from institutional investors, while retail investors contributed a net inflow of 7.74 million yuan [2] - Notable capital flows for specific stocks include: - Zhongchong Co., Ltd. with a net inflow of 48.16 million yuan from institutional investors [3] - Guobao Pet with a net inflow of 19.14 million yuan from institutional investors [3] - Dabeinong (002385) with a net inflow of 2.24 million yuan from institutional investors [3]

（文章来源：每日经济新闻） 2024年1至12月份，唐人神的营业收入构成为：饲料产业占比61.81%，猪种苗产业占比31.47%，肉类产 业占比6.66%，动保业占比0.06%。 唐人神（SZ 002567，收盘价：4.82元）8月4日晚间发布公告称，截至2025年7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约871万股，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，成交金额约4400万元。 ...

格隆汇8月4日丨唐人神(002567.SZ)公布，截至2025年7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4399.6594万元(不含交易费用)。 ...

证券代码：002567 证券简称：唐人神 公告编号：2025-071 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 7 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 价格未超过回购方案中拟定的 7.8 元/股。 ...

唐人神公告，截至2025年7月31日，公司通过股份回购专用证券账户以集中竞价方式累计回购公司股份 871.35万股，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 4399.66万元（不含交易费用）。本次回购价格未超过回购方案中拟定的7.8元/股。本次回购股份资金来 源为公司自有资金及股票回购贷款资金。 ...

Group 1 - The core viewpoint indicates that the cattle inventory has dropped to a ten-year low, leading to a three-year upward cycle in beef prices, while raw milk prices have fallen below cost, triggering capacity reduction. Leading companies like Modern Farming are expected to see a profit turning point by 2025 [1] - The livestock industry is entering a deep adjustment period, where high-quality companies with low costs and strong capital chains will stand out, indicating long-term high-quality development potential [1][2] - The investment opportunities in the pig industry are primarily driven by policy measures aimed at controlling new production capacity, which will accelerate the exit of inefficient and high-cost producers, thereby supporting prices [2] Group 2 - The pig industry has entered a stable development phase characterized by "capacity reduction + strong players," with market share redistribution occurring among existing players as low-efficiency and high-cost production gradually gets eliminated [2] - The criteria for high-quality companies are becoming clearer, focusing on low-cost breeding capabilities and sufficient capital reserves to withstand policy changes or price fluctuations [2] - The China Livestock Breeding Index (930707) includes major companies in the livestock sector, reflecting the overall performance of listed companies involved in livestock feed, pharmaceuticals, and breeding [2][3] Group 3 - As of July 31, 2025, the top ten weighted stocks in the China Livestock Breeding Index account for 64.83% of the index, including companies like Muyuan Foods, Wens Foodstuff, and Haida Group [3]

通过天眼查大数据分析，唐人神集团股份有限公司共对外投资了133家企业，参与招投标项目54次，知 识产权方面有商标信息286条，专利信息100条，此外企业还拥有行政许可29个。 来源：金融界 唐人神最新一期业绩显示，截至2025一季报，公司营业总收入59.73亿元、同比增长22.40%，归属净利 润7705.16万元，同比增长60.99%，扣非净利润7073.94万元，同比增长60.57%，流动比率1.106、速动比 率0.537、资产负债率64.73%。 天眼查商业履历信息显示，唐人神集团股份有限公司，成立于1992年，位于株洲市，是一家以从事畜牧 业为主的企业。企业注册资本143305.1393万人民币，实缴资本143305.1393万人民币。公司法定代表人 为陶业。 金融界消息 截至2025年7月31日收盘，唐人神（002567）报收于4.84元，下跌1.43%，换手率2.49%，成 交量35.62万手，成交金额1.73亿元。 资金流向方面，今日主力资金净流出2751.96万元，占比成交额15.92%。其中，超大单净流出1259.38万 元、占成交额7.28%，大单净流出1492.58万元、占成交额8.6 ...