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农林牧渔行业点评报告:进口扰动及需求好转驱动鸡肉价格上行,蛋鸡产能偏高或压制蛋价上行空间
KAIYUAN SECURITIES· 2025-09-22 03:40
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]
仙坛股份:2025年半年度权益分派实施公告
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) ...
仙坛股份(002746) - 2025年半年度权益分派实施公告
2025-09-19 09:30
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 ...
养殖业板块9月17日跌1.27%,天域生物领跌,主力资金净流出7.42亿元
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]
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
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 ...
仙坛股份(002746) - 2025年第一次临时股东大会决议公告
2025-09-15 11:00
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 ...
仙坛股份(002746) - 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
2025-09-15 10:47
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 ...
山东仙坛股份有限公司2025年8月份销售情况简报
Group 1 - The company achieved chicken product sales revenue of 516.18 million yuan in August 2025, with a sales volume of 60,000 tons, representing year-on-year changes of 16.45% and 20.29%, respectively [2] - In the poultry breeding and processing industry, the sales revenue was 464.12 million yuan with a sales volume of 56,200 tons, showing year-on-year changes of 14.65% and 18.66% [2] - The food processing industry generated sales revenue of 52.05 million yuan with a sales volume of 3,900 tons, reflecting significant year-on-year changes of 35.38% and 50.30% [2] Group 2 - The company's first phase of the conditioning product project is progressing steadily in terms of research and development, brand building, and market sales [3] - The second phase of the project commenced production on July 17, 2024, leading to a gradual increase in production capacity and sales volume [3]
每天三分钟公告很轻松|600673,并购大动作
Group 1 - Dongyangguang plans to jointly increase capital in a subsidiary for the acquisition of 100% equity in Qinhuai Data China, with a total investment of 75 billion yuan [2] - Baiyin Nonferrous Metals is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [3] - Beida Pharmaceutical intends to issue H-shares and apply for listing on the Hong Kong Stock Exchange [5] Group 2 - ST Tianmao plans to withdraw its A-share listing and transfer to the National SME Share Transfer System after delisting [5] - Goldwind Technology has approved an investment agreement for a 3GW wind-hydrogen-ammonia integration project in Inner Mongolia, with a total investment of approximately 189.2 billion yuan [6] - Langzi Co. has signed an agreement to acquire 67.5% of Chongqing Milan Baiyu Shiguang Medical Beauty Hospital for 92.475 million yuan [7] Group 3 - Dongfang Guoxin is establishing a joint venture with Beijing Shunyi Financial Holdings to focus on computing power infrastructure and services, with a registered capital of 300 million yuan [8] - ST Hezhong's chairman is under bail pending trial, but the company's operations remain unaffected [9] - Kangzhi Pharmaceutical's major shareholder is transferring 22.758 million shares at a price of 5.34 yuan per share, totaling 122 million yuan [9] Group 4 - Shenzhen Airport reported a passenger throughput of 5.807 million in August, a year-on-year increase of 4.07% [10] - Lin Yang Energy won a bid for a project with a total amount of approximately 244.08 million yuan [11] - Fullpower New Materials received a government subsidy of 20 million yuan, which is expected to positively impact its 2025 profits [14] Group 5 - BYD executives and core personnel collectively increased their holdings by 48.82 million shares, totaling 52.3278 million yuan [16] - Hualing Steel's major shareholder increased its stake by 6.90862 million shares, representing a 1% increase in ownership [16]
格隆汇公告精选︱安环境:拟50亿元投建“盾安环境智能智造总部基地”项目;浙江荣泰:在机器人零部件领域的业务销售额较小
Sou Hu Cai Jing· 2025-09-10 14:48
Key Points - Zhejiang Rongtai's sales in the robot components sector are relatively small [1][2] - Jin Feng Technology plans to invest 18.92 billion yuan in a wind power hydrogen ammonia project [1][2] - Lin Yang Energy has won a bid for approximately 244 million yuan from the Southern Power Grid [1][2] - Yingli Co., Ltd. intends to acquire 77.9385% of Youte Li [1][2] - Jiajiayue has repurchased 1.57% of its own shares [1][3] - Xiantan Co., Ltd. reported chicken product sales revenue of 516 million yuan in August [1][3] - Luoniushan reported pig sales revenue of 95.5903 million yuan in August [1][3] - Cheng Tian Wei Ye's actual controller and its concerted actors plan to reduce their holdings by no more than 2.96% [1][3] - Hualing Steel plans for Xintai Life Insurance to continue increasing its stake by 1%-2% [1][3] - Zhongju Chip's shareholder intends to reduce holdings by no more than 36.9319 million shares [1][3] - Mengguli plans to raise no more than 980 million yuan for a project to produce 30,000 tons of lithium-ion battery cathode materials annually [1][3]