智通财经APP获悉，7月7日共有30家上市公司的限售股解禁，解禁总市值约156.57亿元。 今日具体限售解禁股情况如下： | 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 厦门信达 | 000701 | 股权激励限售流通 | 453.78万 | | 钱江摩托 | 000913 | 股权激励限售流通 | 11.75万 | | 神火股份 | 000933 | 股权激励限售流通 | 519.92万 | | 厦门象屿 | 600057 | 股权激励限售流通 | 2833.65万 | | 内蒙一机 | 600967 | 股权激励限售流通 | 20.63万 | | 博威合金 | 601137 | 股权激励限售流通 | 72万 | | 科博达 | 603786 | 股权激励限售流通 | 154.24万 | | 建科股份 | 301115 | 股权激励限售流通 | 9万 | | 金河生物 | 002688 | 股权激励限售流通 | 641.1万 | | 天铁股份 | 300587 | 股权激励限售流通 | 210.44万 | | 盛帮股份 | 301233 ...

Group 1 - The marine economy concept stocks are experiencing a strong upward trend, leading to a significant rise in the aquaculture sector [1] - Zhongshui Fishery and Kaichuang International both reached the daily limit increase, indicating strong market interest [1] - Guolian Aquatic Products rose over 10%, with other companies like Haodangjia, Zhangzidao, Dahu Co., and Jinhai Biological also seeing gains [1]

金河生物科技股份有限公司（以下简称"公司"）2025 年第三次临时股东 大会通知于 2025 年 6 月 11 日在《上海证券报》、《证券时报》、《证券日报》 《中国证券报》及巨潮资讯网（www.cninfo.com.cn）以公告方式发出。 1、召开时间 （1）现场会议召开时间：2025 年 6 月 26 日下午 14:30 金河生物科技股份有限公司 2025年第三次临时股东大会决议的公告 本公司及董事会全体人员保证公告内容真实、准确和完整，并对公告中的虚 假记载、误导性陈述或者重大遗漏承担责任。 特别提示： 1、本次股东大会无否决提案的情形。 2、本次股东大会没有涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 证券代码：002688 证券简称：金河生物 公告编号：2025-053 （2）网络投票时间：2025 年 6 月 26 日 其中，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 6 月 26 日的交易时间，即 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深圳证 券交易所互联网投票系统投票的具体时间为：2025 年 6 月 26 日上午 9:1 ...

華聯律師事務所 Hu a L i a n L a w F ir m 中國北京市朝陽區亮马桥路32號高斓大厦10层 郵編: 100125 電話: 8610-84417811 傳真: 8610-84417306 電郵: hualian@hllf.cn 網址: www.hllf.cn 关于金河生物科技股份有限公司二零二五年第三次临时股东大会的法律意见书 致：金河生物科技股份有限公司 根据中国证监会发布的《上市公司股东大会规则》（下称"《股东大会规则》"） 的有关规定，北京市华联律师事务所（下称"本所"）接受金河生物科技股份有 限公司（下称"公司"）的委托，指派赫志律师、崔丽律师出席公司 2025 年第 三次临时股东大会（下称"本次股东大会"），并就本次股东大会的召集和召开 程序、召集人资格、出席会议人员资格、会议的表决程序及表决结果等事宜发表 法律意见。 本所及经办律师依据《中华人民共和国公司法》（以下简称《公司法》）、 《中华人民共和国证券法》（以下简称《证券法》）、《律师事务所从事证券法 律业务管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定及本 法律意见书出具日以前已经发生或者存在的事实，严格履行 ...

金河生物科技股份有限公司 关于控股股东部分股份质押延期购回的公告 本公司及董事会全体人员保证公告内容真实、准确和完整，并对公告中的虚 假记载、误导性陈述或者重大遗漏承担责任。 金河生物科技股份有限公司（以下简称"公司"）于近日收到控股股东内蒙 古金河控股有限公司（以下简称"金河控股"）的通知，获悉金河控股所持有本 公司的部分股份办理了股票质押式回购交易延期购回业务。具体事项如下： 一、本次股东股票质押式回购交易延期购回基本情况 金河控股于近日办理了股份质押延期手续，将部分质押股份购回日延期。本 次股份质押延期购回的主要原因是其根据自身资金需求所做出的安排，不涉及新 增融资。详见下表： | | 是否为控 股股东或 | | 占其所 | 占公司 | 是否 | 是否为 | | | 延期购 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | | 本次质押数 | | | | | 质押开始 | 质押到 | | | 质押 | | 名称 | 第一大股 | 量（股） | 持股份 | 总股本 | 为限 | 补充 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [6][7]. Core Views - The company is a leading player in veterinary antibiotics, specifically in the production of veterinary gentamicin, and is expanding its vaccine business to drive new growth [6][17]. - The company has shown steady revenue growth with a CAGR of 6.45% from 2018 to 2024, and a significant increase in Q1 2025 revenue driven by new production capacity and improved market conditions [6][25]. - The report highlights the potential for increased demand for veterinary drugs and vaccines due to improved profitability in the livestock sector, which is expected to drive recovery in the market [6][33]. Summary by Sections 1. Company Overview - The company, established in 1990, has become a global leader in veterinary gentamicin and has diversified into veterinary vaccines and other related fields [6][17]. - The company has a strong market position with nearly 70% market share in gentamicin production and is expanding its production capacity [6][25]. 2. Animal Health - The report emphasizes the recovery of vaccine and veterinary drug demand driven by improved profitability in the livestock sector [6][33]. - The veterinary pharmaceutical market is characterized by intense competition and product homogeneity, but leading companies are expected to gain market share through innovation and improved service [6][9]. 3. "Veterinary Drugs + Vaccines" Strategy - The company is expanding its vaccine portfolio, with significant products in the pipeline, including swine and ruminant vaccines [6][33]. - The report notes the strategic partnerships with universities to enhance research and development capabilities [6][33]. 4. Financial Forecast and Valuation - The company is projected to achieve revenues of 27.22 billion, 31.37 billion, and 36.28 billion yuan from 2025 to 2027, with corresponding net profits of 1.78 billion, 2.63 billion, and 3.41 billion yuan [7][8]. - The current stock price corresponds to a PE ratio of 27X for 2025, which is below the average of comparable companies [7][8]. 5. Key Assumptions - The report assumes a 20% revenue growth for veterinary pharmaceuticals and biological products from 2025 to 2027, with higher margins expected for vaccine products [8][9].

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights that the sentiment in the pork market is supporting an upward shift in pork prices, with the average price for external three-line pigs at 14.20 CNY/kg, reflecting a week-on-week increase of 1.43% [2][12] - The report emphasizes the importance of increasing soybean and oilseed production, with a focus on enhancing yield through advanced agricultural practices and the promotion of genetically modified varieties [1][11] - The report suggests that while short-term consumer demand is recovering, supply remains relatively loose, but medium to long-term projections indicate that pork prices may exceed expectations in the second half of 2025 due to slow recovery in production capacity [2][12] Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs held a meeting to discuss the production and demand situation for soybeans and oilseeds, emphasizing the need to enhance production capacity and implement key measures for yield improvement [1][11] - The report identifies potential beneficiaries in the planting sector, including Beidahuang and Suqian Agricultural Development, and recommends companies with a strong first-mover advantage in the seed industry such as Dabeinong and Longping High-Tech [1][11] Swine Farming - The average price of external three-line pigs is reported at 14.20 CNY/kg, with a significant increase in slaughter volume and consumer demand noted [2][12] - The report indicates that the number of breeding sows has decreased slightly, and the profitability of self-breeding operations has turned positive, suggesting a potential for recovery in the swine sector [2][12] - Recommended stocks in the swine farming sector include companies like Muyuan Foods, Wens Foodstuff Group, and DeKang Agriculture [2][12] Key Agricultural Product Data Tracking - Corn: The average price is 2412.94 CNY/ton, with a week-on-week increase of 0.54% [26] - Wheat: The average price is 2440.61 CNY/ton, with a week-on-week increase of 0.46% [29] - Soybeans: The average price is 3946.32 CNY/ton, with a week-on-week increase of 0.21% [40] - Cotton: The average price is 14760.00 CNY/ton, with a week-on-week increase of 0.15% [45] Feed and Vitamin Prices - The average price of pig feed is reported at 2.69 CNY/kg, with a week-on-week increase of 0.75% [51] - Vitamin E prices have decreased by 10.02% to 80.80 CNY/kg [51][59]

金河控股于近日办理了股份质押延期手续，将部分质押股份购回日延期。本 次股份质押延期购回的主要原因是其根据自身资金需求所做出的安排，不涉及新 增融资。详见下表： | | 是否为控 股股东或 | | | 占其所 | 占公司 | 是否 | 是否为 | | | 延期购 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | | | 本次质押数 | | | | | 质押开始 | 质押到 | | | 质押 | | 名称 | 第一大股 | | 量（股） | 持股份 | 总股本 | 为限 | 补充质 | 日期 | 期日 | 回后到 | 质权人 | 用途 | | | 东及其一 | | | 比例 | 比例 | 售股 | 押 | | | 期日 | | | | | 致行动人 | | | | | | | | | | | | | 金 河 | | 是 | 24,250,000 | 10.03% | 3.14% | 否 | 否 | 2024 年 6 月 17 日 | 2025年 6 月 17 日 | 2026 年 ...

Group 1 - The grain concept sector rose by 1.30%, ranking 9th among concept sectors, with 23 stocks increasing in value, including Qiu Le Seed Industry, Kang Nong Seed Industry, and Shen Nong Seed Industry, which rose by 11.99%, 10.91%, and 8.29% respectively [1] - The top gainers in the grain concept sector included Jinhe Biological, with a net inflow of 67.34 million yuan, followed by Denghai Seed Industry, Longping High-Tech, and COFCO Technology, with net inflows of 38.17 million yuan, 36.26 million yuan, and 35.14 million yuan respectively [2][3] - The main capital inflow ratios were led by Denghai Seed Industry, Jingliang Holdings, and Jinhe Biological, with net inflow rates of 13.59%, 12.33%, and 8.93% respectively [3] Group 2 - The grain concept sector saw a net inflow of 189 million yuan, with 22 stocks receiving net inflows, and 6 stocks exceeding 30 million yuan in net inflow [2] - The stocks with the highest trading turnover included Jinhe Biological at 15.46%, Denghai Seed Industry at 3.15%, and Longping High-Tech at 3.10% [3][4] - The overall performance of the grain concept sector was positive, with several stocks showing significant gains, while some stocks like Weiwei Co., Lianhua Holdings, and Luoping Zinc Electric experienced declines of 2.92%, 2.06%, and 1.89% respectively [1][5]

Core Viewpoint - The animal vaccine sector has shown a positive performance with a 1.29% increase, ranking 10th among concept sectors, driven by significant gains in stocks like *ST Xianfeng, Kexing Pharmaceutical, and Jinhai Biological [1][2]. Group 1: Sector Performance - As of June 10, the animal vaccine concept saw 16 stocks rise, with *ST Xianfeng hitting the daily limit, while Kexing Pharmaceutical and Jinhai Biological increased by 6.40% and 4.72% respectively [1]. - The sector's performance is part of a broader market trend, with various other concepts also experiencing fluctuations, such as the transgenic sector rising by 3.15% [2]. Group 2: Capital Flow - The animal vaccine sector attracted a net inflow of 150 million yuan, with 10 stocks receiving significant capital inflows, and 7 stocks exceeding 10 million yuan in net inflow [2]. - Jinhai Biological led the net inflow with 67.34 million yuan, followed by Kexing Pharmaceutical and Dabeinong with 36.46 million yuan and 21.42 million yuan respectively [2][3]. Group 3: Stock-Specific Data - The top stocks by net capital inflow ratio included *ST Xianfeng at 10.73%, Kexing Pharmaceutical at 9.86%, and Jinhai Biological at 8.93% [3]. - The trading volume and turnover rates for key stocks indicate active trading, with Jinhai Biological showing a turnover rate of 15.46% and Kexing Pharmaceutical at 3.35% [3].