| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002321 | 华英农业 | 2.88 | -3.03% | 52.54万 | 1.52亿 | | 002299 | 圣农发展 | 17.69 | -1.89% | 18.96万 | 3.32 Z | | 000735 | 罗牛山 | 6.28 | -1.72% | 27.74万 | 1.74亿 | | 603477 | 巨星农牧 | 19.97 | -1.58% | 16.91万 | 3.36亿 | | 002458 | 益生股份 | 8.56 | -1.27% | 8.93万 | 7627.60万 | | 002124 | 天邦食品 | 2.89 | -1.03% | 52.27万 | 1.50亿 | | 001201 | 东瑞股份 | 15.76 | -1.01% | 3.75万 | 5871.01万 | | 002234 | 民和股份 | 8.39 | -0.59% | 4.30万 | 3583.96万 | | 301116 | 益客食品 ...

齐鲁晚报.齐鲁壹点杜晓丹通讯员由佳牟奎南 秋分时节，金风送爽。9月23日，全国农民丰收节主场活动在烟台招远举行。在这场集中展现全国农业发展成果的盛会中，烟台白羽肉鸡产业链展台前人 气十足，鸡肉滑、鸡米花、卤味鸡胗等琳琅满目的白羽肉鸡产品整齐陈列，彰显了烟台白羽肉鸡产业的蓬勃生机与深厚底蕴。 中端强化龙头引领，推动集群发展。依托本地畜牧产业基础，烟台重点培育龙头企业，形成"龙头带动、链条延伸、集群发展"的产业格局。目前，全市拥 有益生股份（002458）、民和股份（002234）、仙坛股份（002746）、春雪食品（605567）4家白羽肉鸡上市企业，占全国白羽肉鸡上市企业总数的4/5， 上市企业数量位居全国地级市首位。同时，集聚国家级农业产业化重点龙头企业5家、省级重点龙头企业6家，产业引领力显著增强。依托肉鸡产业的核心 带动，饲料、兽药、加工等配套产业同步快速发展，累计培育相关企业百余家，形成"主业突出、配套完善"的产业生态，让从鸡苗到各类鸡肉制品的生产 环节紧密相连、高效运转。 末端提升价值内涵，打造优质品牌。烟台高度重视肉鸡产品品牌建设，通过品质提升、标准制定、品牌培育，不断挖掘产品附加值，塑造优质品牌 ...

Macro Economic Overview - The "14th Five-Year Plan" emphasizes the use of more proactive fiscal policies to support employment and foreign trade, and to improve people's livelihoods [3][4] - Recent policies focus on industrial internet applications and the development of new energy sectors, indicating a shift towards digitalization and innovation [3][4] Fixed Income Market - As of August 2025, the total bond custody amount reached 174.54 trillion yuan, with a net increase of 15,060.06 million yuan, indicating a slight decrease in growth compared to previous months [9][10] - The leverage ratio in the bond market slightly increased to 106.88%, reflecting a cautious optimism in the market [13][14] Pharmaceutical Industry - The pharmaceutical sector is entering a new growth phase driven by innovation and optimization of centralized procurement, with major companies like Heng Rui Pharmaceutical and China Biologic Products showing robust revenue growth [17][18] - The recent adjustments in the national medical insurance directory are expected to benefit innovative drugs, leading to potential rapid growth for companies involved [18][19] Non-Bank Financial Sector - The performance of non-bank financial companies is primarily driven by property and equity investments, with significant contributions from the property insurance sector [21][22] - The net profit growth of listed insurance companies improved in the first half of 2025, largely due to the profitability of property insurance [21][24] Agricultural Sector - The price of white feather chicken increased due to supply disruptions and rising demand, with the average selling price reaching 7.17 yuan/kg in August 2025 [30][31] - The egg market faces pressure from high production capacity, limiting the potential for price increases despite some upward movement in prices [32][33] Machinery Industry - The valuation of global robotics companies is being redefined, with Figure's recent funding round valuing the company at 39 billion USD, indicating a bullish outlook for the robotics sector [37][38] - Key components in robotics are expected to see significant valuation increases, with potential PE ratios reaching 200 times as the industry matures [38][39] Consumer Services Sector - The upcoming National Day holiday is expected to boost travel bookings, with a steady increase in pre-booking trends observed [42][45] - The tea and coffee sector continues to show strong performance, with leading brands expanding their market presence despite some overall industry slowdowns [43][45] Real Estate and Construction - China Overseas Property is experiencing growth in both scale and profitability, with projected net profits increasing from 16.1 billion yuan in 2025 to 19.6 billion yuan by 2027 [47][48] - The company is focusing on high-quality expansion and has seen a significant increase in managed area and new contract signings [49][50] Electronics Industry - The domestic high-power server power supply market is growing, with companies like Oulu Tong positioned as leaders in this space, benefiting from the rise of AI applications [51][52] - The demand for higher power server supplies is expected to increase, with new products in development to meet the needs of advanced AI servers [53]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The upward trend in chicken prices is driven by import disruptions and improved demand, while high egg-laying hen capacity may limit the upward potential of egg prices [4][14] - The white feather chicken price increased in August due to supply constraints and demand from back-to-school stocking, with an average selling price of 7.17 yuan/kg, up 0.64 yuan/kg month-on-month [4][14] - The yellow feather chicken price also rose in August, reaching an average of 12.39 yuan/kg, a month-on-month increase of 19.57%, supported by seasonal demand [5][27] - Egg supply pressure remains high, with the average wholesale price of eggs at 6.22 yuan/kg, up 2.30% month-on-month, but the capacity of laying hens continues to limit price increases [36] Summary by Sections White Feather Chicken - In August, the average selling price was 7.17 yuan/kg, with a profit of 0.86 yuan/chicken, marking a recovery from losses [4][14] - The total stock of white feather breeding chickens was 2.1421 million sets, up 2.6% month-on-month [15] Yellow Feather Chicken - The average selling price in August was 12.39 yuan/kg, with a month-on-month increase of 19.57% [5][27] - The total stock of yellow feather breeding chickens was 2.8539 million sets, up 2.11% month-on-month [27] Egg Production - The average price of egg chicks was 3.00 yuan/chick, down 22.08% month-on-month, while the total stock of laying hens reached 1.317 billion, up 1.93% month-on-month [36] Company Performance - Yisheng shares sold 57.9185 million chicks in August, with a selling price of 3.69 yuan/chick, up 1.93% month-on-month [39] - Wen's shares sold 117 million chickens in August, with a revenue of 2.956 billion yuan, reflecting a month-on-month increase of 27.63% [58] - Lihua shares sold 52.5549 million chickens, with a revenue of 1.32 billion yuan, also showing a month-on-month increase of 27.66% [59]

证券日报网讯 9月19日晚间，仙坛股份发布2025年半年度权益分派实施公告称，公司2025年半年度权益 分派方案为每10股派发现金红利人民币1.00元（含税），股权登记日为2025年9月25日，除权除息日为 2025年9月26日。 （编辑 任世碧） ...

证券代码：002746 证券简称：仙坛股份 公告编号：2025-056 山东仙坛股份有限公司 2025 年半年度权益分派实施公告 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。 山东仙坛股份有限公司（以下简称"公司"）2025年半年度权益分派方案已获2025年 9月15日召开的2025年第一次临时股东会审议通过，现将权益分派事宜公告如下： 一、股东会审议通过利润分配方案情况 1、公司股东会审议通过的2025年半年度利润分配方案为：以截至2025年6月30日公司 总股本860,538,727股为基数，向在股权登记日登记在册的全体股东进行利润分配，按每 10股派发现金红利人民币1.00元（含税），合计派发现金红利人民币86,053,872.70元（含 税）；本次分配不送红股、不以资本公积金转增股本。剩余未分配利润结转以后年度分配。 2、自分配方案披露至实施期间公司股本总额未发生变化。若公司总股本在权益分派 实施股权登记日前发生变动，将按照分配比例不变的原则对分配总额进行调整。 3、本次实施的权益分派方案与2025年第一次临时股东会审议通过的分派方案一致。 4、本次 ...

Market Overview - The aquaculture sector experienced a decline of 1.27% on September 17, with Tianyu Biological leading the drop [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Key stocks in the aquaculture sector showed varied performance, with 京基智农 (Jingji Zhino) closing at 17.21, up 0.35%, and 温氏股份 (Wens Foodstuff) remaining unchanged at 19.66 [1] - Tianyu Biological (天域生物) saw a significant decline of 5.73%, closing at 9.38 [2] - Other notable declines included 牧原股份 (Muyuan Foods) down 2.02% at 56.19 and 立华股份 (Lihua Agricultural) down 1.77% at 23.80 [2] Capital Flow - The aquaculture sector experienced a net outflow of 742 million yuan from institutional investors, while retail investors saw a net inflow of 643 million yuan [2] - The table of capital flow indicates that 民和股份 (Minhe Livestock) had a net inflow of 5.90 million yuan from institutional investors, while 京基智农 (Jingji Zhino) had a net inflow of 4.58 million yuan [3]

1、本次股东大会未出现否决提案的情形。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002746 证券简称：仙坛股份 公告编号：2025-055 山东仙坛股份有限公司2025年第一次临时股东大会决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 2、本次股东大会不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 （一）会议召开情况 1、股东大会届次：2025年第一次临时股东大会 2、会议召集人：公司董事会 会议主持人：董事长王寿纯先生 2025年8月23日召开的第五届董事会第十四次会议审议通过《关于召开公司2025年第一次临时股东大会 的议案》，同意召开本次大会。 3、会议召开的合法、合规性：本次股东大会的召开符合有关法律、行政法规、部门规章、规范性文件 和公司章程的规定。 4、会议召开的日期、时间： （1）现场会议时间：2025年9月15日（星期一）下午14:30 5、会议召开地点：山东省烟台市牟平工业园区（城东）公司三楼会议室。 6、会议召开方式：本次股东大会采取现场投票与网络投票相结合的方式。 （二）会议出席情 ...

证券代码：002746 证券简称：仙坛股份 公告编号：2025-055 山东仙坛股份有限公司 2025 年第一次临时股东大会决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会未出现否决提案的情形。 2、本次股东大会不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 （一）会议召开情况 1、股东大会届次：2025 年第一次临时股东大会 2、会议召集人：公司董事会 会议主持人：董事长王寿纯先生 2025 年 8 月 23 日召开的第五届董事会第十四次会议审议通过《关于召开公 司 2025 年第一次临时股东大会的议案》，同意召开本次大会。 3、会议召开的合法、合规性：本次股东大会的召开符合有关法律、行政法 规、部门规章、规范性文件和公司章程的规定。 4、会议召开的日期、时间： （二）会议出席情况 1、股东出席的总体情况： 通过现场和网络投票的股东 187 人，代表股份 461,519,396 股，占公司有表 决权股份总数的 53.6315％。 其中：通过现场投票的股东 3 人，代表股份 384,752,600 股，占公司 ...

法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于山东仙坛股份有限公司 2025 年第一次临时股东大会的 法律意见书 致：山东仙坛股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受山东仙坛股份有限公司 （以下简称"公司"）委托，就公司召开 2025 年第一次临时股东大会（以下简称 "本次股东大会"）的有关事宜，根据《中华人民共和国公司法》（以下简称《公 司法》）、《上市公司股东会规则》等法律、法规、规章和其他规范性文件以及《山 东仙坛股份有限公司章程》（以下简称《公司章程》）的有关规定，出具本法律意 见书。 为出具本法律意见书，本所及本所律师依据《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，严格履行 了法定职责，遵循了勤勉尽责和诚实信用原则，对本次股东大会所涉及的相关事 项进行了必要的核查和验证，核查了本所认为出具本法律意见书所需的相关文件、 资料，并参加了公司本次股东大会 ...