Core Viewpoint - The company expects a gradual decrease in breeding costs due to improved utilization rates of sows, continuous optimization of feed formulations, and enhanced health of the pig herd [1]. Group 1 - The company announced on October 16 that the utilization rate of sows is expected to improve, which will positively impact breeding costs [1]. - The company is committed to disclosing breeding costs in accordance with regulatory requirements and its operational situation [1]. - Investors have inquired about the self-breeding costs, which were previously reported at 12.7 yuan, and are awaiting an update for the end of September [3].

Core Insights - Tangrenshen's stock price increased by 0.21% on October 15, with a trading volume of 105 million yuan [1] - The company reported a financing net purchase of 1.63 million yuan on the same day, with a total financing and securities balance of 454 million yuan [1] Financing Overview - On October 15, Tangrenshen had a financing buy amount of 11.73 million yuan, with a financing balance of 453 million yuan, accounting for 6.53% of its market capitalization [1] - The financing balance is below the 40th percentile level over the past year, indicating a relatively low position [1] Securities Lending Overview - On October 15, the company repaid 2,300 shares in securities lending and sold 3,900 shares, amounting to a selling value of 18,900 yuan [1] - The remaining securities lending volume is 318,700 shares, with a balance of 1.54 million yuan, also below the 30th percentile level over the past year [1] Company Profile - Tangrenshen Group Co., Ltd. is located in Zhuzhou City, Hunan Province, and was established on September 11, 1992, with its listing date on March 25, 2011 [1] - The company's main business includes feed, breeding, and meat processing, with revenue contributions of 60.26% from feed products, 34.10% from pigs and poultry, 5.58% from meat products, and 0.06% from animal health products [1] Financial Performance - As of June 30, the number of shareholders for Tangrenshen was 78,400, a decrease of 10.95% from the previous period [2] - For the first half of 2025, the company achieved an operating income of 12.468 billion yuan, a year-on-year increase of 15.05%, while the net profit attributable to shareholders was -599.25 million yuan, a decrease of 1386.75% [2] Dividend Information - Since its A-share listing, Tangrenshen has distributed a total of 972 million yuan in dividends, with 50.91 million yuan distributed over the past three years [2] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Guotai Zhongzheng Livestock Breeding ETF, which increased its holdings by 825,200 shares to 20.40 million shares [2] - Other notable shareholders include Southern Zhongzheng 1000 ETF and Hong Kong Central Clearing Limited, with varying changes in their holdings [2]

Core Viewpoint - The report by Zhiyan Consulting highlights the growth potential of China's meat processing industry, projecting significant increases in production and market opportunities from 2025 to 2031 [1]. Industry Summary - According to the National Bureau of Statistics, China's fresh and chilled meat production is expected to reach 3.5 million tons in April 2025, representing a year-on-year growth of 11.5% [1]. - From January to April 2025, the cumulative production of fresh and chilled meat in China is projected to be 13.724 million tons, with a cumulative growth rate of 9.9% [1]. Company Summary - Listed companies in the meat processing sector include Shuanghui Development (000895), Roniu Mountain (000735), Huaying Agriculture (002321), New Hope (000876), Tangrenshen (002567), and Yisheng Shares (002458) [1].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002567 证券简称：唐人神 公告编号：2025-086 唐人神集团股份有限公司 第十届董事会第三次会议决议公告 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。 一、董事会会议召开情况 唐人神集团股份有限公司（以下简称"公司"）第十届董事会第三次会议于2025年10月14日在湖南省株洲 市国家高新技术产业开发区栗雨工业园公司总部会议室以现场和通讯相结合的方式召开，本次会议的通 知已于2025年10月10日以专人送达、电子邮件及电话形式通知了全体董事和高级管理人员。 本次会议应出席董事9人，实际出席董事9人。会议的内容以及召集、召开的方式、程序均符合《公司 法》和《公司章程》的规定，会议由公司副董事长陶业先生主持。 二、董事会会议审议情况 1、以9票同意，0票反对，0票弃权的表决结果审议通过了《关于续聘会计师事务所的议案》，并同意提 交公司股东会审议。 同意续聘中兴华会计师事务所（特殊普通合伙）为公司2025年度审计机构。 本议案已经董事会审计委员会审议通过。 《关于续聘会计师事务所的公告》详见巨潮资 ...

证券代码：002567 证券简称：唐人神 公告编号：2025-087 唐人神集团股份有限公司 关于续聘会计师事务所的公告 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。 特别提示： 1、拟续聘的会计师事务所名称：中兴华会计师事务所（特殊普通合伙）（以 下简称"中兴华"） 2、公司董事会审计委员会、董事会对本次拟续聘会计师事务所事项无异议。 本事项尚需提交公司股东会审议。 3、公司本次续聘会计师事务所符合财政部、国务院国资委、中国证监会印 发的《国有企业、上市公司选聘会计师事务所管理办法》（财会[2023]4 号）的规 定。 唐人神集团股份有限公司（以下简称"公司"）于 2025 年 10 月 14 日召开第 十届董事会第三次会议，审议通过了《关于续聘会计师事务所的议案》，同意续 聘中兴华为公司 2025 年度审计机构，该议案尚需提交股东会审议。现将有关事 项公告如下： 一、拟续聘会计师事务所的基本情况 （一）机构信息 1、基本信息 中兴华会计师事务所成立于 1993 年，2000 年由国家工商管理总局核准，改 制为"中兴华会计师事务所有限责任公司"。2009 ...

证券代码：002567 证券简称：唐人神 公告编号：2025-088 唐人神集团股份有限公司 关于召开 2025 年第二次临时股东会的通知 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。 一、召开会议的基本情况 1、股东会届次：2025 年第二次临时股东会 2、股东会的召集人：董事会 3、会议召开的合法、合规性：公司第十届董事会第三次会议审议通过了《关 于召开 2025 年第二次临时股东会的议案》，决定召开公司 2025 年第二次临时股 东会。本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所 股票上市规则》《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》等法律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间 （1）现场会议时间 2025 年 10 月 30 日 15:00 （2）网络投票时间 通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 10 月 30 日 9:15-9:25，9:30-11:30，13:00-15:00； 通过深圳证券交易所互联网投票系统进行网络投票的具体时间 ...

证券代码：002567 证券简称：唐人神 公告编号：2025-086 唐人神集团股份有限公司 第十届董事会第三次会议决议公告 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。 一、董事会会议召开情况 唐人神集团股份有限公司（以下简称"公司"）第十届董事会第三次会议于 2025 年 10 月 14 日在湖南省株洲市国家高新技术产业开发区栗雨工业园公司总部 会议室以现场和通讯相结合的方式召开，本次会议的通知已于 2025 年 10 月 10 日 以专人送达、电子邮件及电话形式通知了全体董事和高级管理人员。 本次会议应出席董事 9 人，实际出席董事 9 人。会议的内容以及召集、召开 的方式、程序均符合《公司法》和《公司章程》的规定，会议由公司副董事长陶 业先生主持。 二、董事会会议审议情况 1、以 9 票同意，0 票反对，0 票弃权的表决结果审议通过了《关于续聘会计 师事务所的议案》，并同意提交公司股东会审议。 同意续聘中兴华会计师事务所（特殊普通合伙）为公司 2025 年度审计机构。 本议案已经董事会审计委员会审议通过。 《关于续聘会计师事务所的公告》详见巨潮资讯网 ...

Market Overview - The feed sector experienced a decline of 1.02% on October 14, with Zhongchong Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Individual Stock Performance - Baiyang Co., Ltd. saw a significant increase of 9.97%, closing at 6.84, with a trading volume of 164,800 shares and a turnover of 110 million [1] - Other notable performers included Lude Environment (+3.39%), Tiankang Biological (+1.19%), and Tangrenshen (+0.42%) [1] - Zhongchong Co., Ltd. reported a decline of 5.82%, closing at 53.38, with a trading volume of 141,600 shares and a turnover of 760 million [2] - Aonong Biological and Tianma Technology also experienced declines of 2.18% and 1.75%, respectively [2] Capital Flow Analysis - The feed sector saw a net outflow of 183 million from main funds, while retail investors contributed a net inflow of 185 million [2] - The capital flow for individual stocks showed that Baiyang Co., Ltd. had a net inflow of 36.87 million from main funds, while Tiankang Biological had a net inflow of 15.21 million [3] - Conversely, Zhongchong Co., Ltd. experienced a significant net outflow of 76 million from main funds [3]

Core Viewpoint - The company, Tangrenshen, is actively participating in national reserve plans and has established a strong presence in the pig farming industry, while also exploring futures trading to hedge risks. Group 1: Company Operations - As of October 13, 2025, Tangrenshen's stock closed at 4.81 yuan, down 0.41%, with a turnover rate of 2.06% and a trading volume of 295,500 shares, amounting to a transaction value of 141 million yuan [1] - The company has been involved in the national reserve plan, participating in the recent auction for 15,000 tons of frozen pork [2] - Tangrenshen has established a futures department for pig trading and is actively applying for designated delivery warehouses for pig futures [2] Group 2: Business Strategy - The company has focused on the entire pig industry chain for over 30 years, with core business segments including biological feed, healthy breeding, and branded meat products, providing stable cash flow and business synergy [3] - Tangrenshen has formed partnerships with well-known retailers such as Pandonglai, Metro, and Xiaoxiang Supermarket, as well as stable supply relationships with national chain restaurants like Haidilao [4] Group 3: Market Activity - On October 13, the main funds experienced a net outflow of 7.76 million yuan, indicating a trend of capital withdrawal from the stock [5] - Retail investors showed a net inflow of 1.03 million yuan, while speculative funds had a net inflow of 6.73 million yuan [6]

Group 1 - The company, Tangrenshen (002567.SZ), has established partnerships with several well-known national retailers, including brands like Pang Dong Lai, Metro, Little Elephant Supermarket, and Lai Yi Fen [1] - The company also maintains a stable supply of meat products to national chain restaurants such as Haidilao, Guangshunxing, and Weila Xiaohotpot [1]