Group 1 - New Yi Sheng expects a net profit increase of 327.68%-385.47% for the first half of 2025, reaching between 37 billion to 42 billion yuan, driven by growth in AI-related computing power demand and product structure optimization [2][4] - Xinghui Entertainment plans to sell 99.66% of its stake in the Spanish club Espanyol for 1.3 billion euros, with half of the payment in cash and the other half in shares [3] - *ST Yushun intends to acquire 100% of three companies for a total of 33.5 billion yuan, aiming to diversify its business into data center infrastructure services and related products [4] Group 2 - Salted Fish plans to reduce its shareholding by up to 2.04%, with a major shareholder intending to sell 5,455,572 shares [5] - Lian Microelectronics expects a net loss of approximately 1.21 billion yuan for the first half of 2025 [6] - Meinian Health anticipates a net loss of 1.92 billion to 2.36 billion yuan for the first half of 2025, with revenue expected to decline by 0.12%-5.83% [7] Group 3 - Chengdi Xiangjiang forecasts a net profit of 28 million to 42 million yuan for the first half of 2025, marking a turnaround from a loss of 69.29 million yuan in the previous year [8] - Jinpu Titanium plans to acquire 100% of Nanjing Lide Oriental Rubber and Plastic Technology Co., Ltd., with stock resuming trading after the announcement [9] - Bohai Leasing expects a net loss of 1.8 billion to 2.4 billion yuan for the first half of 2025 due to goodwill impairment from a subsidiary's asset sale [10] Group 4 - Foton Motor anticipates a net profit increase of approximately 87.5% for the first half of 2025, reaching about 777 million yuan [11] - Shenwan Hongyuan expects a net profit growth of 92.66%-111.46% for the first half of 2025, estimating profits between 4.1 billion to 4.5 billion yuan [12] - Ganfeng Lithium predicts a net loss of 5.5 billion to 3 billion yuan for the first half of 2025, an improvement from a loss of 7.6 billion yuan in the previous year [13] Group 5 - Suzhou Planning intends to acquire 100% of Beijing Dongjin Aviation Technology Co., Ltd., with stock resuming trading after the announcement [14] - Xiangyang Bearing expects a net loss of approximately 13 million yuan for the first half of 2025, slightly worse than the previous year's loss [15] - Tianqi Lithium forecasts a net profit of 0 to 1.55 billion yuan for the first half of 2025, a significant improvement from a loss of 5.2 billion yuan in the previous year [16] Group 6 - Shandong Gold anticipates a net profit increase of 84.3%-120.5% for the first half of 2025, estimating profits between 2.55 billion to 3.05 billion yuan [17] - Yunnan Geology expects a net profit of 16 million to 23 million yuan for the first half of 2025, marking a turnaround from a loss in the previous year [18] - Four-dimensional Map expects a net loss of 319 million to 268 million yuan for the first half of 2025, with revenue growth of 3.07%-14.30% [19] Group 7 - Tangrenshen anticipates a net loss of 54 million to 69 million yuan for the first half of 2025, a significant decline from the previous year's profit [20] - Changbai Mountain expects a net loss of 2.58 million to 1.58 million yuan for the first half of 2025, with revenue decreasing by approximately 7.48% [21] - Jiu Gui Jiu predicts a net profit of 8 million to 12 million yuan for the first half of 2025, a decline of 90.08%-93.39% compared to the previous year [22] Group 8 - Hengsheng Electronics expects a net profit increase of 740.95% for the first half of 2025, estimating profits around 251 million yuan [23] - Qixia Construction anticipates a net profit of 5.5 million to 8 million yuan for the first half of 2025, driven by increased project completions [24] - Poly Development expects a net profit decrease of 63.15% for the first half of 2025, estimating profits around 27.35 billion yuan [25] Group 9 - Anyuan Coal anticipates a net loss of 259 million to 310 million yuan for the first half of 2025, worsening from the previous year's loss [26] - Zhonghua Equipment plans to acquire 100% of Yiyang Rubber Machine and Beihua Machine, with stock suspension expected for no more than 10 trading days [27] - Bayi Steel expects a net loss of 650 million to 700 million yuan for the first half of 2025, primarily due to weak market conditions [28] Group 10 - Yuegui Co. anticipates a net profit increase of 58.67%-77.12% for the first half of 2025, estimating profits between 215 million to 240 million yuan [29] - Dalian Friendship expects a net loss of 38 million to 30 million yuan for the first half of 2025, with revenue impacted by tax-related issues [30] - Hangfa Power expects a net profit decrease of 84.53%-86.55% for the first half of 2025, estimating profits around 80 million to 92 million yuan [31] Group 11 - Dongfang Zirconium anticipates a net profit increase of 141.77%-156.80% for the first half of 2025, estimating profits between 25 million to 34 million yuan [32] - Hangzhou Steel expects a net profit decrease of 2% from a major shareholder's planned reduction [33] - Jingao Technology predicts a net loss of 2.5 billion to 3 billion yuan for the first half of 2025, worsening from the previous year's loss [34] Group 12 - Shanshan Co. expects a net profit increase of 810.41%-1265.61% for the first half of 2025, estimating profits between 160 million to 240 million yuan [35] - Guocheng Mining anticipates a net profit increase of 1046.75%-1174.69% for the first half of 2025, estimating profits between 493 million to 548 million yuan [36] - Jindi Group expects a net loss of 3.4 billion to 4.2 billion yuan for the first half of 2025, with significant declines in revenue [37] Group 13 - Founder Securities anticipates a net profit increase of 70%-80% for the first half of 2025, estimating profits between 22.96 billion to 24.32 billion yuan [38] - Hasi Lian expects a net loss of 98 million to 80 million yuan for the first half of 2025, a significant decline from the previous year [39] - Lanhua Ketech expects a net profit decrease of 89.12%-92.75% for the first half of 2025, estimating profits between 40 million to 60 million yuan [40] Group 14 - Shanxi Securities anticipates a net profit increase of 58.17%-70.72% for the first half of 2025, estimating profits between 5.04 billion to 5.44 billion yuan [41] - Xinda Real Estate expects a net loss of 3.5 billion to 3.9 billion yuan for the first half of 2025, with significant declines in revenue [42] - Xiangcai Co. anticipates a net profit increase of 63.64%-118.19% for the first half of 2025, estimating profits between 12 million to 16 million yuan [43] Group 15 - Longi Green Energy expects a net loss of 2.4 billion to 2.8 billion yuan for the first half of 2025, despite an increase in sales volume [44] - Wentai Technology anticipates a net profit increase of 178%-317% for the first half of 2025, estimating profits between 390 million to 585 million yuan [45] - Ruida Futures expects a net profit increase of 50.56%-83.15% for the first half of 2025, estimating profits between 206 million to 251 million yuan [46] Group 16 - Debang Co. anticipates a net profit decrease of 84.26%-87.86% for the first half of 2025, estimating profits between 40 million to 52 million yuan [47] - Jin Yi Culture expects a net loss of 20 million to 32 million yuan for the first half of 2025, a significant decline from the previous year [48] - Hongdian Film expects a net profit increase of 103.55%-160.09% for the first half of 2025, estimating profits between 180 million to 230 million yuan [49] Group 17 - Qiaqia Food anticipates a net profit decrease of 71.05%-76.25% for the first half of 2025, estimating profits between 80 million to 97.5 million yuan [50] - Guotai Haitong expects a net profit increase of 205%-218% for the first half of 2025, estimating profits between 15.283 billion to 15.957 billion yuan [51] - Xining Special Steel expects a net loss of approximately 234 million yuan for the first half of 2025, with revenue impacted by low steel prices [52]

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company forecasts a net loss of 54 million to 69 million yuan for H1 2025, a significant decline from the prior year's profit Performance Forecast Comparison | Item | Current Period | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: 54 million - 69 million yuan | Profit: 4.657 million yuan | | **Net Profit After Non-Recurring Items** | Loss: 54 million - 69 million yuan | Profit: 3.5863 million yuan | | **Basic Earnings Per Share** | Loss: 0.0378 - 0.0483 yuan/share | Profit: 0.0033 yuan/share | - The performance forecast period is from January 1 to June 30, 2025, with a projected **negative net profit**[2](index=2&type=chunk) [Communication with Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The company explicitly states that the current performance forecast data has not undergone pre-audit by an accounting firm - This performance forecast has **not been pre-audited** by an accounting firm[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) The H1 2025 loss is primarily due to a year-on-year decline in hog sales prices despite a significant increase in output; however, effective cost control led to a Q2 turnaround, with stable cash flow [Profit Decline Due to Volume Growth and Price Drop](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E-1) During the reporting period, a 37.75% increase in hog output was offset by a decline in average hog sales prices, negatively impacting profit by approximately 100 million yuan Hog Output Metrics (Jan-Jun 2025) | Metric (Jan-Jun 2025) | Value | Year-on-Year Growth | | :--- | :--- | :--- | | **Hog Output** | 2.5936 million heads | +37.75% | | **Market Hog Output** | 2.4661 million heads | +49.73% | - During the reporting period, the company's market hog sales price decreased by **0.34 yuan/kg** year-on-year, impacting company profit by approximately **100 million yuan**, leading to a year-on-year profit decline[5](index=5&type=chunk) [Q2 Cost Reduction and Efficiency Gains Lead to Turnaround](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E-2) The company achieved a Q2 turnaround due to enhanced production management and significant cost control, with notable reductions in breeding costs and period expenses compared to Q1 - The company's Q2 hog output reached **1.3312 million heads**, a **5.45% sequential increase**, achieving a turnaround and significantly improving profitability compared to Q1[5](index=5&type=chunk) Cost/Expense Sequential Changes (Q2 vs Q1 2025) | Cost/Expense Sequential Change (Q2 vs Q1 2025) | Change | | :--- | :--- | | **Weaned Piglet Production Cost** | Decreased by approximately 20 yuan/head | | **Fattening Production Cost** | Decreased by 0.67 yuan/kg | | **Period Expenses (Sales, Management, Financial, R&D)** | Decreased by 0.52 yuan/kg | [Cost Outlook and Financial Position](index=2&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E-3) The company expects breeding costs to decline with increased self-bred piglet proportion, maintaining a robust financial position with approximately 2.4 billion yuan in cash and positive operating cash flow as of June 2025 - In Q2 2025, the fattening production cost for self-bred piglets was approximately **13.22 yuan/kg**, with breeding costs expected to continue declining as sow capacity utilization improves[6](index=6&type=chunk) - As of June 2025, the company held approximately **2.4 billion yuan** in monetary funds, with **sustained positive operating cash flow**[6](index=6&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company advises investors to monitor two core operational risks: significant fluctuations in hog market prices and potential animal epidemic risks, both of which could materially impact performance - The company's primary risks include significant fluctuations in **hog market prices** (downward or upward) and **animal epidemic risks**[7](index=7&type=chunk) [Other Relevant Information](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E7%9B%B8%E5%85%B3%E8%AF%B4%E6%98%8E) The company emphasizes that this performance forecast contains unaudited projected data, and final accurate financial figures will be based on the officially disclosed 2025 semi-annual report - This performance forecast is unaudited; specific financial data should refer to the company's disclosed **2025 semi-annual report**[8](index=8&type=chunk)

金十数据7月14日讯，唐人神公告，预计2025年上半年净利润为亏损5400万元-6900万元，上年同期为盈 利465.7万元。 唐人神：预计上半年净利润亏损5400万元-6900万元 ...

证券代码：002567 证券简称：唐人神 公告编号：2025-068 唐人神集团股份有限公司 关于为子公司担保的进展公告 备注：以上担保金额在公司履行审议程序的担保额度以内，无需履行其他审议、审批 一、担保进展情况 | 担保方 | 被担 | | 担保主债 权最高本 | 担保文件 | 担保 | 主合同签署 | 保证期间 | 担保内容 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 债权人 | | | | 期间/主债 | | | | | 保方 | | 金余额 | 签署日 | 方式 | 权期间 | | | | | | | （万元） | | | | | | | 唐人神 集团股 | 山东和 美集团 | 青岛银行股份 | | | 连带责 | 2025.6.30- | 主合同项下 债务履行期 | 债权本金、利息、 违约金、赔偿金、 | | | | 有限公司滨州 | 3,000 | 2025.6.30 | | | | 实现债权的费用等 | | 份有限 | 有限公 | | | | 任保证 | 2026.6.30 | 届满之日起 | | | 公司 | ...

Group 1 - The core index of the CSI 1000 major consumer index reported at 7845.59 points, with a decline of 4.42% over the past month and 2.47% over the past three months, while it has increased by 0.26% year-to-date [1] - The CSI 1000 index consists of 10 industry indices selected based on liquidity and market representation, providing diverse investment targets for investors [1] - The top ten holdings in the CSI 1000 major consumer index include: Lao Baigan Wine (4.28%), Lianhua Holdings (3.75%), Biological Shares (3.1%), Zhongchong Shares (3.01%), Shunxin Agriculture (2.86%), Yanjinpuzi (2.81%), Jinhui Industry (2.79%), Shanghai Jahwa (2.53%), Miaokelan Duo (2.52%), and Tangrenshen (2.43%) [1] Group 2 - The market share of the CSI 1000 major consumer index is divided between the Shanghai Stock Exchange (51.18%) and the Shenzhen Stock Exchange (48.82%) [1] - The industry composition of the CSI 1000 major consumer index includes: Food (36.45%), Breeding (25.12%), Alcohol (12.51%), Household Products (10.76%), Planting (8.80%), Beauty Care (4.35%), and Soft Drinks (2.01%) [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December, and can also be adjusted temporarily under special circumstances [2]

Group 1 - Shennong Development expects a net profit of 850 million to 950 million yuan for the first half of 2025, representing a year-on-year increase of 732.89% to 830.88% [1] - Sifang New Materials announced that its directors and senior executives collectively reduced their holdings by 80,000 shares, in line with a previously announced reduction plan [1] - Alliance Electronics plans to transfer 3.68% of its shares through a price inquiry, totaling 6.1869 million shares, due to the shareholders' funding needs [1][2] Group 2 - Yongtai Technology clarified that its patent for "a preparation method of lithium bis(fluorosulfonyl)imide" is still valid and has not been declared invalid [3] - Guibao Pet plans to invest 650 million yuan in building an intelligent warehousing and sorting center to enhance operational efficiency [4] - Deep Deep Housing A expects a net profit of 85 million to 120 million yuan for the first half of 2025, with a year-on-year increase of 1411.70% to 2034.17% [7] Group 3 - Shandong Steel anticipates a net profit of 12.71 million yuan for the first half of 2025, marking a turnaround from a loss of approximately 98.1 million yuan year-on-year [7] - Tangrenshen reported a June sales revenue of 698 million yuan from pig sales, a year-on-year increase of 26% [9] - Dongfang Zhongke plans to reduce its holdings by up to 3% of its shares due to the financial needs of a major shareholder [10] Group 4 - Weichuang Electric obtained six patents and two software copyrights between April 1 and June 30, 2025 [11] - Zhenai Home plans to reduce its holdings by up to 3% due to the financial needs of a major shareholder [13] - Xingwang Yuda's actual controller intends to reduce its holdings by up to 3% for personal financial needs [15] Group 5 - Guangyun Da intends to acquire 56.03% of Yilian Infinite for 352 million yuan, gaining control of the company [16] - Chao Tu Software's actual controller plans to reduce holdings by up to 2% due to personal financial needs [17] - Weixing Intelligent's actual controller plans to reduce holdings by up to 1.99% for personal financial needs [18] Group 6 - ST Dongshi is facing a bankruptcy reorganization application due to its inability to repay debts, with potential delisting risks if the court accepts the application [19][20] - Tongwei Co. plans to reduce its holdings by up to 1% due to personal financial needs [21] - Borui Pharmaceutical received approval for clinical trials of its drug for chronic obstructive pulmonary disease [22] Group 7 - Shuangwei New Materials announced progress in its control change plan, leading to the resumption of its stock trading [24] - Yunnei Power's stock is under risk warning due to false financial disclosures, with a name change to "ST Yun Dong" [26][28]

Meeting Overview - The shareholder meeting was held on July 8, 2025, with voting conducted through both on-site and online platforms [1] - A total of 275,113,328 shares were represented, accounting for 19.1977% of the company's total shares [1] Proposal Voting Results - The meeting approved the election of non-independent directors: Tao Yishan, Tao Ye, Sun Shuangsheng, Yang Zhi, and Yu Hongqing, with terms of three years [2][3] - Voting results for the non-independent directors were as follows: - Tao Yishan: 267,835,712 votes (97.3547% approval) [2] - Tao Ye: 267,760,149 votes (97.3272% approval) [3] - Sun Shuangsheng: 269,900,886 votes (98.1053% approval) [3] - Yang Zhi: 267,976,513 votes (97.4059% approval) [4] - Yu Hongqing: 268,071,249 votes (97.4403% approval) [4] Independent Directors Election - The meeting also elected independent directors: Zhao Xianwu, Zhang Nanning, and Chen Xiaojun, adhering to relevant regulations [4][5] - Voting results for the independent directors were as follows: - Zhao Xianwu: 267,902,960 votes (97.3791% approval) [4] - Zhang Nanning: 268,046,658 votes (97.4314% approval) [5] - Chen Xiaojun: 268,046,658 votes (97.4314% approval) [5] Legal Opinion - The company engaged Hunan Yixing Law Firm to provide legal opinions on the meeting, confirming that the procedures and voting results were in compliance with current laws and regulations [5]

Group 1 - The legal opinion letter was issued by Hunan Yixing Law Firm for the first extraordinary general meeting of shareholders of Tangrenshen Group Co., Ltd. in 2025 [1][6] - The meeting was convened by the company's board of directors and announced on June 19, 2025, through various media outlets [1][2] - The meeting took place on July 8, 2025, at the company's headquarters in Zhuzhou, Hunan Province, with specific time slots for network voting [2][3] Group 2 - A total of 3 shareholders or their representatives attended the meeting in person, representing 259,244,448 shares, which is 18.0904% of the total voting shares [3] - Additionally, 291 shareholders participated through online voting, representing 15,868,880 shares, which is 19.1977% of the total voting shares [3] - The qualifications of all attendees were verified, and no new proposals were made during the meeting [3][4] Group 3 - The voting process was conducted according to the company's articles of association, and the results were announced on-site without any objections from the attendees [4][5] - The meeting adopted a cumulative voting system to elect non-independent directors and independent directors, with all candidates receiving more than half of the valid voting shares [5] - Specific voting results indicated that the approval rates for the candidates ranged from 97.3272% to 98.1053% for non-independent directors and 97.3791% to 97.4314% for independent directors [5] Group 4 - The conclusion of the legal opinion stated that the convening and holding procedures of the meeting complied with relevant laws and regulations, and the voting results were deemed legal and valid [5]

Group 1 - The company reported a pig sales volume of 413,200 heads in June 2025, which includes 401,600 heads of commercial pigs and 11,600 heads of piglets, showing an increase from 293,500 heads in June 2024, where commercial pig sales rose by 37.75% [1] - The sales revenue for June 2025 reached 4,484.02 million yuan, representing a year-on-year increase of 51.99% [1] - The disclosed data is preliminary and may differ from the figures in regular reports, serving only as a reference for investors [1] Group 2 - The increase in sales volume is attributed to a rise in production capacity [1] - The announcement emphasizes that the disclosed information pertains solely to the company's pig farming business, excluding feed and meat product sales [1] - The company acknowledges the inherent risks associated with market price fluctuations in the pig industry, which can significantly impact operational performance [1]

证券代码：002567 证券简称：唐人神 公告编号：2025-065 唐人神集团股份有限公司 2025 年 6 月生猪销售简报 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。 2025 年 6 月公司生猪销量同比增长的主要原因是"公司+农户"养殖模式的生猪出栏 量增加。 三、风险提示 （一）上述披露仅包含公司生猪养殖业务销售情况，不含饲料、肉品等业务情况。 （二）生猪市场价格波动的风险是整个生猪生产行业的系统风险，对任何一家生猪生 产者来说，都是客观存在的、不可控制的外部风险。生猪市场价格的大幅波动（下降或上 升），都可能会对公司的经营业绩产生较大影响。 四、其他提示 公司信息披露媒体为《证券时报》、《上海证券报》、《证券日报》、《中国证券报》 和巨潮资讯网。公司所有信息均以上述媒体刊登的信息为准，请广大投资者理性决策、谨 慎投资、注意风险。 一、生猪销售情况 唐人神集团股份有限公司（以下简称"公司"）2025 年 6 月生猪销量 41.32 万头（其 中商品猪 40.16 万头，仔猪 1.16 万头），2024 年 6 月生猪销量 29.35 万头（其中商品 ...