外资态度来看，本期较上一期持股增加的外资基金共计1个，即香港中央结算有限公司，持股增加占比 达0.37%。 公募基金方面，本期较上一期持股增加的公募基金共计25个，主要包括华泰柏瑞沪深300ETF、易方达 沪深300ETF、中欧时代先锋股票A、中欧新蓝筹混合A、中欧新趋势混合(LOF)A等，持股增加占比达 0.27%。本期较上一季度持股减少的公募基金共计41个，主要包括汇添富中证主要消费ETF、永赢长远 价值混合A、易方达稳健收益债券A、天弘中证农业主题A、富国中证农业主题ETF等，持股减少占比达 0.19%。本期较上一季度新披露的公募基金共计101个，主要包括华夏沪深300ETF、中欧价值智选混合 A、国泰富时中国A股自由现金流聚焦ETF、南方绩优成长混合A、中欧新兴价值一年持有混合A等。本 期较上一季未再披露的公募基金共计38个，主要包括深红利ETF、中庚价值品质一年持有期混合、嘉实 农业产业股票A、中庚价值灵动灵活配置混合、富荣沪深300指数增强A等。 2025年8月21日，牧原股份(002714.SZ)发布2025年半年度报告。截至2025年8月20日，共有193个机构投 资者披露持有牧原股份A股股份 ...

公司披露 2025 年中报，25H1 实现营收 764.6 亿元，同比+34.5%； 实现归母净利润 105.3 亿元，同比+1169.7%。25Q2 实现营业收入 404.0 亿元，同比+32.1%；实现归母净利润 60.4 亿元，同比+88.2。 公司拟以未来实施分配方案时股权登记日的总股本为基数，向全 体股东每 10 股派发现金红利 9.32 元（含税），分红总额占公司 2025H1 归母净利润的 47.5%。 出栏量稳健增长，屠宰利用率大幅提升：2025H1 实现出栏 4691 万头，同比+45%；其中商品猪 3839 万头，同比+32%，销售仔猪 829.1 万头，同比+168%；种猪 22.5 万头，同比-27.9%；公司生猪出栏 量维持稳健较快增长。公司积极进行全产业链布局，下游屠宰端 市场开拓快速推进，25H1 屠宰 1142 万头，同比+111%，屠宰扭亏 指日可待。 养殖成本稳步下降，积极实现高质量发展：公司积极实现高质量 发展，截至 6 月末公司能繁母猪存栏 343.1 万头，环比减少 5.4 万头，预计年底下降至 330 万头，公司积极响应国家号召控制产 能，通过生产效率提升推动高质量 ...

Market Overview - On August 20, the A-share market saw a rebound with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index all reaching new highs for the year. The Shanghai and Shenzhen markets had a total trading volume of 2.41 trillion yuan, a decrease of 180.1 billion yuan from the previous trading day, marking six consecutive days of over 2 trillion yuan in trading volume. Over 3,600 stocks rose in the market [2][3] - The Shanghai Composite Index increased by 1.04% to 3766.21 points, the Shenzhen Component Index rose by 0.89% to 11926.74 points, and the ChiNext Index gained 0.23% to 2607.65 points [3] Sector Performance - Chip stocks surged in the afternoon, while consumer stocks such as liquor rebounded. Consumer electronics also showed active performance. Conversely, high-priced stocks collectively fell, with sectors like film, chemical pharmaceuticals, CRO, and vitamins experiencing declines. The top-performing sectors included liquor, semiconductors, AI glasses, and minor metals, while the worst-performing sectors were film, chemical pharmaceuticals, CRO, and vitamins [2] International Market - In the U.S. stock market on August 20, the Dow Jones Industrial Average rose by 16.04 points (0.04%) to 44938.31 points, while the S&P 500 fell by 15.59 points (0.24%) to 6395.78 points, and the Nasdaq Composite dropped by 142.09 points (0.67%) to 21172.86 points [4][6] - In Europe, the FTSE 100 index increased by 98.92 points (1.08%) to 9288.14 points, while the CAC 40 index in France fell by 6.05 points (0.08%) to 7973.03 points, and the DAX index in Germany decreased by 146.10 points (0.60%) to 24276.97 points [4] Commodity Prices - International oil prices rose on August 20, with light crude oil futures for September delivery increasing by $0.86 (1.38%) to $63.21 per barrel, and Brent crude oil futures for October delivery rising by $1.05 (1.60%) to $66.84 per barrel [5] Automotive Market - According to the China Passenger Car Association, from August 1 to 17, the national retail sales of passenger cars reached 866,000 units, a year-on-year increase of 2%. Cumulatively, retail sales for the year reached 13.611 million units, up 10% year-on-year. The retail sales of new energy vehicles during the same period were 502,000 units, a year-on-year increase of 9% [11] Financial Regulations - The National Financial Regulatory Administration has proposed that the proportion of controlling mergers and acquisitions loans should not exceed 70% of the transaction price, while equity funds must account for at least 30%. This aims to mitigate high-leverage merger financing risks [8] Company Announcements - Muyuan Foods reported a net profit growth of 1170% year-on-year for the first half of the year, while Weicai Technology saw a net profit increase of 831% year-on-year. Tianwei Foods is planning to issue H-shares and list on the Hong Kong Stock Exchange [14]

格隆汇8月21日｜国际要闻： 大中华区要闻： 15、南下资金净卖出港股146.8亿港元，逆势加仓腾讯、泡泡玛特； 17、公告精选(港股)︱小米集团-W(01810.HK)奖励合共4424万股奖励股份予2496名选定参与者； 18、A股投资避雷针︱博拓生物：实际控制人于秀萍拟减持合计不超过3%股份。 1、美股三大指数收盘涨跌不一，标普500指数连跌四日，英特尔跌约7%； 2、现货黄金涨1%上探3350美元，美国原油期货涨约1.4%； 3、美联储传声筒：少数官员暗示他们或在9月加入降息阵营； 4、美联储会议纪要：关税成本主要由国内承担 企业转嫁压力与应对策略并存； 5、美联储会议纪要 ：关税对商品价格通胀构成上行压力； 6、英特尔据报正与大型投资者洽商以折让价格入股； 7、韩国推出45.8万亿韩元支持计划，重点支持电池、半导体和关键矿产等关键产业； 8、印尼央行意外降息25个基点； 1、预告：国新办8月25日举行"高质量完成'十四五'规划"系列主题新闻发布会(海关总署)； 2、中国据报调整石油化工行业 解决产能过剩； 3、港交所：将研究24小时交易机制； 4、李强：要及时发现临床价值高、转化潜力大的创新药项目 推 ...

人民财讯8月21日电，【摘要】美联储会议纪要：同意维持利率不变 经济前景不确定性仍然较高。两部 门：对按照育儿补贴制度规定发放的育儿补贴免征个人所得税。上交所：加快推动各项改革举措落地见 效，着力打造更具吸引力、竞争力的产品体系。商务部副部长凌激在广州召开珠三角地区外资企业圆桌 会。我国发现世界首个全温区固态相变制冷材料。中国信通院：上半年国内市场手机出货量1.41亿部， 同比下降3.9%。乘联分会：8月1—17日全国乘用车新能源市场零售50.2万辆，同比增长9%。高盛："反 内卷"行动或提高企业的盈利能力。宇树科技将发布新款人形机器人，配备31个关节。牧原股份上半年 净利润同比增长1169.77%。 ...

Group 1: Biopharmaceutical Industry - Premier Li Qiang emphasized the need to enhance high-quality technological supply and policy support for the biopharmaceutical industry, aiming for quality improvement and upgrades [1] - The government aims to strengthen original innovation and tackle key core technology challenges, leveraging both government and market resources for greater breakthroughs [1] - Policies will be optimized for product research and development, approval processes, and management, with a focus on high-level innovative drug application guidance [1] Group 2: Tax and Financial Policies - The Ministry of Finance and the State Taxation Administration announced that childcare subsidies issued under the childcare subsidy system will be exempt from personal income tax starting January 1, 2025 [1] - The Financial Regulatory Bureau released a draft for the management of commercial bank merger loans, proposing to broaden the scope of applicable loans and optimize loan conditions [1] - The State Council issued guidelines to increase financial support for government and social capital cooperation projects, allowing local governments to utilize various bonds for project costs [1] Group 3: Market Performance - The Shanghai Composite Index rose by 1.04% to 3766.21, while the Shenzhen Component Index increased by 0.89% to 11926.74 [7] - The Hang Seng Index saw a slight increase of 0.17% to 25165.94, indicating a mixed performance across major indices [7] Group 4: Company Financials - Muyuan Foods reported a 34.46% year-on-year increase in revenue for the first half of 2025, reaching 764.63 billion yuan, with a net profit surge of 1169.77% to 10.53 billion yuan [2][9] - Heng Rui Medicine achieved a revenue of 157.61 billion yuan in the first half of 2025, marking a 15.88% increase, with a net profit of 4.45 billion yuan, up 29.67% [3][9] - The company plans to distribute a cash dividend of 9.32 yuan per 10 shares, totaling 5 billion yuan [9]

Group 1: Market Performance - The market experienced a rebound with the Shanghai Composite Index, Shenzhen Component Index, and Sci-Tech Innovation 50 Index reaching new highs for the year [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.41 trillion yuan, a decrease of 180.1 billion yuan compared to the previous trading day, marking six consecutive days of trading volume exceeding 2 trillion yuan [1] - Over 3,600 stocks in the market rose, with notable gains in sectors such as liquor, semiconductors, AI glasses, and small metals [1] Group 2: Company Announcements - Muyuan Foods announced a cash dividend of 9.32 yuan per 10 shares, with a total dividend amount of 5 billion yuan, following a 34.46% year-on-year increase in revenue to 76.463 billion yuan and a staggering 1,169.77% increase in net profit to 10.53 billion yuan [2] - Heng Rui Medicine reported a 15.88% increase in revenue to 15.761 billion yuan and a 29.67% increase in net profit to 4.45 billion yuan for the first half of 2025 [3] - Wei Ce Technology disclosed a remarkable 831.03% increase in net profit to 101 million yuan, with revenue growing by 47.53% to 634 million yuan, driven by increased investment in advanced chip testing [4]

机构指出，国内流动性依然宽松，中长期震荡上行趋势不变。 【财经日历】 智元机器人首届合作伙伴大会； 2025中国电解铝大会。 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | | 道琼斯工业指数 | 16.04 0.04% 44938.31 | | | 纳斯达克指数 | 21172.86 c - 142.09 - - 0.67% | | | 标普500 | 6395.78 | | 美股周三涨跌互现，科技股的抛售将纳斯达克指数推至两周低点，在美联储本周备受期待的杰克逊霍尔研讨会之前，市场普遍持谨慎态度。截至收盘，道指 涨16.04点，涨幅0.04%，报44938.31点，纳指跌0.67%，报21172.86点，标普500指数跌0.24%，报6395.78点，日线四连阴。 受政府入股消息影响芯片股表现低迷，英伟达跌0.1%，AMD跌0.8%，英特尔跌7%，美光挫4%。 明星科技股表现不佳，Meta跌0.5%，微软跌0.8%，谷歌跌1.1%，亚马逊跌1.8%，苹果跌2.0%。 纳斯达克中国金龙指数涨0.3%，网易涨1.7%，京东跌0.2%，阿里巴巴跌0.4%，拼多多跌0.9%，百度跌2.6 ...

Company News - Hengdian East Magnetic achieved a net profit attributable to shareholders of 1.02 billion yuan in the first half of the year, representing a year-on-year increase of 58.94%. The company plans to distribute a cash dividend of 3.8 yuan per 10 shares (tax included) [1] - Muyuan Foods reported a revenue of 76.463 billion yuan in the first half of the year, with a year-on-year growth of 34.46%. The net profit attributable to shareholders reached 10.53 billion yuan, marking a significant increase of 1169.77%. The company intends to distribute a cash dividend of 9.32 yuan per 10 shares (tax included), totaling 5 billion yuan [9] Industry News - The People's Bank of China announced that the Loan Prime Rate (LPR) for one year remains at 3.0%, and for five years and above, it is 3.5%, unchanged from the previous period [6] - The National Financial Regulatory Administration has revised the "Guidelines for Risk Management of Commercial Bank Mergers and Acquisitions Loans" and is seeking public feedback on the draft until September 20. Key revisions include expanding the scope of applicable loans and optimizing loan conditions [6] - The Ministry of Finance announced that starting January 1, 2025, child-rearing subsidies will be exempt from personal income tax [7]

Company News - Hengdian East Magnetic achieved a net profit of 1.02 billion yuan in the first half of the year, a year-on-year increase of 58.94%, and plans to distribute a cash dividend of 3.8 yuan per 10 shares (tax included) [10] - Muyuan Foods reported a revenue of 76.463 billion yuan, a year-on-year increase of 34.46%, and a net profit of 10.53 billion yuan, a year-on-year increase of 1169.77%. The company plans to distribute a cash dividend of 9.32 yuan per 10 shares (tax included), totaling 5 billion yuan [10] - *ST Yazhen announced that its stock will resume trading on August 21 after completing a trading suspension review. The company expects a net profit of -39.5 million to -33 million yuan for the first half of 2025 [10][12] - Heng Rui Medicine achieved a revenue of 15.761 billion yuan, a year-on-year increase of 15.88%, and a net profit of 4.45 billion yuan, a year-on-year increase of 29.67%. The company plans to repurchase shares worth 1 to 2 billion yuan [10] - Yonghui Supermarket reported a revenue of 29.948 billion yuan, a year-on-year decrease of 20.73%, and a net loss of 241 million yuan [11] Industry News - The People's Bank of China announced that the loan market quotation rate (LPR) for one year is 3.0% and for five years or more is 3.5%, unchanged from the previous period [6] - The National Financial Supervision Administration is revising the "Commercial Bank M&A Loan Risk Management Guidelines" to broaden the scope of M&A loans and optimize loan conditions [6] - The Ministry of Finance announced that starting January 1, 2025, childcare subsidies will be exempt from personal income tax [7] - The China Securities Regulatory Commission plans to enhance product supply in the futures market, focusing on important energy varieties like liquefied natural gas [8]