Group 1 - The central government will soon initiate the reserve collection of frozen pork to stabilize the pork market due to increased supply and a slight decline in prices [1] - The average pig-to-grain price ratio has dropped below 6:1, indicating a need for intervention to maintain market stability [1] - The China Livestock Breeding Index (930707) has shown a slight increase of 0.14%, with key stocks like Shennong Group and Haida Group experiencing gains [1] Group 2 - In the second half of 2025, supply pressure is expected to be significant, with policies aimed at high-quality development and capacity control to stabilize prices [2] - The top ten weighted stocks in the China Livestock Breeding Index account for 64.83% of the index, indicating concentrated market performance [2] - The livestock ETF closely tracks the China Livestock Breeding Index, reflecting the overall performance of listed companies in the livestock sector [2]

2024年1至12月份，湘佳股份的营业收入构成为：养殖业占比100.0%。 湘佳股份（SZ 002982，收盘价：16.18元）8月19日晚间发布公告称，截至本公告披露日，公司董事、 副总裁兼董事会秘书何业春先生持有湖南湘佳牧业股份有限公司股份约115万股，占公司总股本比例的 0.5669%（其中首次公开发行前股份以及上市后该等股份资本公积金转增股本取得的股份约101万股， 尚未解除限售的股权激励及该等股份资本公积金转增股本取得的股份14万股）。何业春先生计划自本公 告披露之日起15个交易日后的三个月内以集中竞价交易或大宗交易方式合计减持公司股份不超过约29万 股。 （文章来源：每日经济新闻） ...

格隆汇8月19日丨湘佳股份(002982.SZ)公布，公司董事、副总裁兼董事会秘书何业春先生计划自公告披 露之日起15个交易日后的三个月内(即2025年9月11日-2025年12月10日)以集中竞价交易或大宗交易方式 合计减持公司股份不超过28.7962万股(不超过公司总股本比例0.1417%)。 ...

| 证券代码：002982 | 证券简称：湘佳股份 | 公告编号：2025-045 | | --- | --- | --- | | 债券代码：127060 | 债券简称：湘佳转债 | | 湖南湘佳牧业股份有限公司 关于部分董监高减持股份的预披露公告 何业春先生保证向公司提供的信息内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 截至本公告披露日，公司董事、副总裁兼董事会秘书何业春先生持有湖南湘 佳牧业股份有限公司（以下简称"公司"）股份 1,151,850 股，占公司总股本比 例的 0.5669%(其中首次公开发行前股份以及上市后该等股份资本公积金转增股 本取得的股份 1,011,850 股，尚未解除限售的股权激励及该等股份资本公积金转 增股本取得的股份 140,000 股)。何业春先生计划自本公告披露之日起 15 个交易 日后的三个月内（即 2025 年 9 月 11 日-2025 年 12 月 10 日）以集中竞价交易或 大宗交易方式合计减持本公司股份不超过 287,962 股（不超过公司总股本比例 0.1417% ...

湘佳股份公告，董事、副总裁兼董事会秘书何业春持股115.19万股，占0.5669%，计划自公告披露之日 起15个交易日后的三个月内，即2025年9月11日至2025年12月10日，通过集中竞价或大宗交易方式合计 减持不超过28.8万股，不超过0.1417%，减持价格视市场价格确定。 ...

Market Overview - On August 18, the aquaculture sector rose by 0.41% compared to the previous trading day, with Tianyu Biological leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Stock Performance - Key stocks in the aquaculture sector showed varied performance, with Tianyu Biological closing at 8.17, up 3.16%, and Shennong Group at 32.08, up 0.56% [1] - Other notable performers included Shengnong Development at 17.28, up 2.67%, and Yike Food at 11.70, up 1.21% [1] Trading Volume and Value - The trading volume for Tianyu Biological was 183,800 shares, with a transaction value of 150 million yuan [1] - Shengnong Development had a trading volume of 380,900 shares, with a transaction value of 654 million yuan [1] Capital Flow - The aquaculture sector experienced a net outflow of 97.087 million yuan from institutional investors, while retail investors saw a net outflow of 124 million yuan [2] - Conversely, speculative funds recorded a net inflow of 221 million yuan [2] Individual Stock Capital Flow - Muyuansheng had a net inflow of 43.3368 million yuan from institutional investors, while it faced a net outflow of 38.4479 million yuan from speculative funds [3] - Shengnong Development also saw a net inflow of 24.6627 million yuan from institutional investors, with a net outflow of 10.6830 million yuan from speculative funds [3]

证券日报网讯湘佳股份8月13日在互动平台回答投资者提问时表示，近期受整个行业市场回暖影响，黄 羽肉鸡价格有回升迹象。 （文章来源：证券日报） ...

Core Viewpoint - The Chinese livestock industry is experiencing a phase of high pig production capacity, prompting the Ministry of Agriculture and Rural Affairs to implement comprehensive production capacity regulation to mitigate risks of price volatility and overproduction [1][2]. Group 1: Market Performance - As of August 12, 2025, the CSI Livestock Breeding Index (930707) increased by 0.68%, with notable gains from companies such as Xiaoming Co. (300967) up 6.50%, Minhe Co. (002234) up 6.19%, and Yisheng Co. (002458) up 3.28% [1]. - The Livestock ETF (159867) rose by 0.46%, marking its third consecutive increase, with the latest price at 0.65 yuan [1]. Group 2: Policy and Regulation - The Ministry of Agriculture and Rural Affairs has announced plans to guide the reduction of approximately 1 million breeding sows to prevent production fluctuations and price instability [1]. - A meeting held on July 23 emphasized strict implementation of production capacity regulation measures, including the rational elimination of breeding sows and control of new production capacity [1]. Group 3: Industry Outlook - Recent policies are expected to accelerate the elimination of inefficient production capacity in the industry, potentially leading to a long-term increase in pig prices, benefiting low-cost and high-quality pig enterprises [1]. - The top ten weighted stocks in the CSI Livestock Breeding Index account for 64.83% of the index, indicating a concentrated market structure [2].

Group 1 - The poultry concept stocks experienced a rise, with Xiaoming Co., Ltd. increasing by over 11% [1] - Minhe Co., Ltd. saw an increase of nearly 6% [1] - Yisheng Co., Ltd. and Xiangjia Co., Ltd. both rose by nearly 3% [1]

Core Insights - In July 2025, Xiangjia Co., Ltd. reported sales of 3.7073 million live poultry, generating revenue of 50.7906 million yuan, with an average selling price of 7.85 yuan per kilogram [1] Sales Performance - The sales volume decreased by 13.74% month-on-month and 11.97% year-on-year [1] - The sales revenue saw a significant decline of 25.50% month-on-month and 42.74% year-on-year [1] - The average selling price experienced a slight decrease of 2.20% month-on-month and 26.30% year-on-year [1] Market Conditions - The decline in sales revenue is attributed to a sluggish live poultry market in July 2025, leading to lower sales prices and reduced sales volume [1]