（企业公告） 8月5日，牧原股份发布公告称，2025年7月份，公司销售商品猪635.5万头，同比变动13.02%（其中向全 资子公司牧原肉食品有限公司及其子公司合计销售商品猪237.7万头）；商品猪销售均价14.30元/公斤， 同比变动-21.86%；商品猪销售收入116.39亿元，同比变动-10.41%。2025年7月份，公司销售仔猪110.6 万头，销售种猪3.6万头。 上述销售数据未经审计，与定期报告披露的数据之间可能存在差异，因此上述数据仅作为阶段性数据供 投资者参考。 ...

Core Sales Data - The sales volume of commodity pigs in July reached 6.355 million heads, representing a year-on-year increase of 13.02% [1] - The average selling price was 14.30 yuan per kilogram, showing a year-on-year decrease of 21.86% [1] - The total sales revenue amounted to 11.639 billion yuan, reflecting a year-on-year decline of 10.41% [1] - Other sales included 1.106 million heads of piglets and 36,000 heads of breeding pigs [1] Cumulative Performance - From January to July, the cumulative sales volume of commodity pigs reached 44.749 million heads [1] - The cumulative revenue for the same period was 82.507 billion yuan [1] - Internal sales accounted for 37.4% of the total, with 2.377 million heads sold to the wholly-owned subsidiary, Muyuan Meat Products [1] Data Characteristics - The trend of increasing sales volume but declining prices continues, indicating a significant pressure on prices despite positive growth in sales volume [1]

牧原股份（002714）(002714.SZ)披露2025年7月份销售简报，2025年7月份，公司销售商品猪635.5万 头，同比变动13.02%(其中向全资子公司牧原肉食品有限公司及其子公司合计销售商品猪237.7万头);商 品猪销售均价14.30元/公斤，同比变动-21.86%;商品猪销售收入116.39亿元，同比变动-10.41%。 ...

智通财经APP讯，牧原股份(002714.SZ)披露2025年7月份销售简报，2025年7月份，公司销售商品猪 635.5万头，同比变动13.02%(其中向全资子公司牧原肉食品有限公司及其子公司合计销售商品猪237.7万 头);商品猪销售均价14.30元/公斤，同比变动-21.86%;商品猪销售收入116.39亿元，同比变动-10.41%。 ...

人民财讯8月5日电，牧原股份（002714）8月5日晚间公告，2025年7月份公司销售商品猪635.5万头，同比变动13.02%（其中向全资子公司牧原肉食品有限公 司及其子公司合计销售商品猪237.7万头）；商品猪销售均价14.30元/公斤，同比变动-21.86%；商品猪销售收入116.39亿元，同比变动-10.41%。 | 月份 | 商品猪销量 | | 商品猪销售收入 | | 商品猪 | | --- | --- | --- | --- | --- | --- | | | (万头) | | (亿元) | | (元/公 | | | 当月 | 累计 | 当月 | 累计 | 当月 | | 2025 年 1-2 月 | 1,146.1 | 1,146.1 | 204.22 | 204.22 | 14.7 | | 2025 年 3 月 | 693.5 | 1.839.5 | 127.94 | 332.17 | 14.3 | | 2025 年 4 月 | 657.3 | 2,496.8 | 125.95 | 458.11 | 14.6 | | 2025 年 5 月 | 640.6 | 3.137.5 | 122.58 | ...

8月5日，牧原股份公告，2025年7月份，公司销售商品猪635.5万头，同比变动13.02%（其中向全资子公 司牧原肉食品有限公司及其子公司合计销售商品猪237.7万头）；商品猪销售均价14.30元/公斤，同比变 动-21.86%；商品猪销售收入116.39亿元，同比变动-10.41%。 ...

格隆汇8月5日丨牧原股份(002714.SZ)公布，2025年7月份，公司销售商品猪635.5万头，同比变动13.02% (其中向全资子公司牧原肉食品有限公司及其子公司合计销售商品猪237.7万头)；商品猪销售均价14.30 元/公斤，同比变动-21.86%；商品猪销售收入116.39亿元，同比变动-10.41%。 ...

（文章来源：第一财经） 牧原股份公告，2025年7月份，公司销售商品猪635.5万头，同比变动13.02%（其中向全资子公司牧原肉 食品有限公司及其子公司合计销售商品猪237.7万头）；商品猪销售均价14.30元/公斤，同比变 动-21.86%；商品猪销售收入116.39亿元，同比变动-10.41%。2025年7月份，公司销售仔猪110.6万头， 销售种猪3.6万头。 ...

| 证券代码：002714 | 证券简称：牧原股份 | 公告编号：2025-074 | | --- | --- | --- | | 债券代码：127045 | 债券简称：牧原转债 | | 牧原食品股份有限公司 2025 年 7 月份销售简报 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、 2025 年 7 月份销售情况简报 1、2025 年 7 月份，公司销售商品猪 635.5 万头，同比变动 13.02%（其中向 全资子公司牧原肉食品有限公司及其子公司合计销售商品猪 237.7 万头）；商品 猪销售均价 14.30 元/公斤，同比变动-21.86%；商品猪销售收入 116.39 亿元，同 比变动-10.41%。 | 月份 | | | 商品猪销量 | | 商品猪销售收入 | | 商品猪价格 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | （万头） | | （亿元） | | （元/公斤） | | | | | 当月 | 累计 | 当月 | 累计 | 当月 | | 2025 年 | 1-2 ...

Market Overview - The A-share market closed positively on August 5, with a total trading volume exceeding 1.6 trillion yuan, and the Shanghai Composite Index rising nearly 1%, reaching a new closing high for the year [1] - The leading consumption ETF (159928) saw a nearly 1% increase, with a trading volume of 470 million yuan and a net subscription of 208 million units, marking the ninth consecutive day of capital inflow, totaling over 1.4 billion yuan [1] ETF Performance - The consumption ETF (159928) has a current scale exceeding 13.1 billion yuan, significantly leading its peers [1] - Key constituent stocks of the consumption ETF performed well, with Dongpeng Beverage rising over 3%, Luzhou Laojiao up over 2%, and Shanxi Fenjiu increasing over 1% [3] Policy and Economic Insights - Haitong International noted that six out of eight essential consumption sectors tracked in July maintained positive growth, while two sectors, including high-end and mid-range liquor, experienced negative growth due to new alcohol bans and adverse weather conditions [5] - The report highlighted that most liquor prices stabilized in July, with slight adjustments observed in various products [5] - The introduction of favorable policies, such as the implementation of a childcare subsidy system estimated at 100 billion yuan annually, is expected to stimulate essential consumption sectors [6] Industry Analysis - CITIC Securities indicated that the liquor industry has been under pressure this year, but signs of stabilization are emerging, with expectations of a gradual recovery in demand and performance in the third quarter [7] - The report emphasized that leading liquor companies are enhancing shareholder returns through increased dividends and buybacks, which may provide a safety margin for investments [7] - The analysis of Moutai's business model suggests a proactive approach to exploring new demand and adjusting its distribution network during the industry's cyclical downturn [8] Investment Strategy - The consumption ETF (159928) is characterized by its resilience across economic cycles, with over 68% of its top ten constituent stocks being essential consumer goods [8] - The report recommends focusing on sectors benefiting from policy support, particularly dairy products and liquor, while remaining cautious about the potential decline in soft drink margins [6]