Investment Rating - The report maintains an "Overweight" rating for the agriculture, forestry, animal husbandry, and fishery industry [1][42]. Core Insights - The SW agriculture, forestry, animal husbandry, and fishery industry slightly outperformed the CSI 300 index, with an increase of 1.06% from July 18 to July 31, 2025, surpassing the index by approximately 0.05 percentage points [3][10]. - Most sub-sectors recorded positive returns during the same period, with fisheries, aquaculture, planting, and feed sectors rising by 2.04%, 1.79%, 1.6%, and 0.64% respectively, while agricultural products processing and animal health sectors saw declines of 0.74% and 3.21% [11][12]. - Approximately 57% of stocks in the industry achieved positive returns, indicating a favorable market sentiment [12]. Industry Data Summary - **Pig Farming**: - The average price of external three-breed pigs decreased from 14.37 CNY/kg to 14.21 CNY/kg between July 18 and July 31, 2025 [21]. - The cost of corn was reported at 2402.02 CNY/ton, showing a slight decline, while soybean meal prices increased to 2984 CNY/ton [22]. - Profitability for self-bred pigs was 43.85 CNY/head, while purchasing piglets resulted in a loss of 116.78 CNY/head [26]. - **Poultry Farming**: - The average price of broiler chicks rose to 2.57 CNY/chick, while egg-laying chicks averaged 3.85 CNY/chick [28]. - The average price for broiler chickens increased to 6.83 CNY/kg, with a slight improvement in profitability to -0.43 CNY/chick [31]. - **Aquaculture**: - The average wholesale price for crucian carp was 22.69 CNY/kg, while carp saw a slight increase to 15.82 CNY/kg [33]. Industry News - The Ministry of Agriculture and Rural Affairs and nine other departments released a plan to promote agricultural product consumption, focusing on optimizing supply, innovating distribution, and activating market demand [35]. - Among the companies reporting mid-year results, Haida Group achieved a revenue of 588.31 billion CNY, a year-on-year increase of 12.5%, with a net profit of 26.39 billion CNY, up 24.16% [36]. Company Insights - Key companies to watch include: - Muyuan Foods (002714): A leading pig farming company with cost and scale advantages [43]. - Haida Group (002311): A top feed company expected to maintain steady market share growth [43]. - Lihua Co. (300761): A leading yellow feather chicken farming company with integrated advantages [43]. - Reap Bio (300119): A leader in the animal health sector with a growing product matrix for pet health [43]. - Zhongchong Co. (002891): A leading pet food company with strong domestic growth prospects [43].

Core Viewpoint - The company, Reap Bio (300119), stated on July 31 that it will fulfill its information disclosure obligations in a timely manner if any matters reach the disclosure standards [1] Group 1 - The company is committed to transparency and will disclose relevant information as required [1]

Core Viewpoint - The company, Reap Bio (300119), indicated that as of July 18, 2025, the total number of shareholders is approximately 29,000 [1] Summary by Categories - **Company Information** - Reap Bio has approximately 29,000 shareholders as of the specified date [1]

证券之星消息，7月31日动物保健板块较上一交易日下跌0.43%，大禹生物领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。动物保健板块个股涨跌见下表： 从资金流向上来看，当日动物保健板块主力资金净流出1611.97万元，游资资金净流出6281.9万元，散户 资金净流入7893.87万元。动物保健板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300871 回盛生物 | | 6787.00万 | 7.85% | -4042.91万 | -4.68% | -2744.09万 | -3.17% | | 600201 | 生物股份 | 2619.98万 | 9.14% | -534.51万 | -1.86% | -2085.47万 | -7.28% | | 002868 *ST绿康 | | 940.97万 | 10.50% | -518.20 ...

Group 1 - The core business of the company is the research, production, and sales of veterinary drugs, including veterinary biological products and chemical drugs [1] - The company completed the transfer of 48.4213% equity in Hunan Zhong'an Biological Pharmaceutical Co., Ltd. for a transaction amount of 115 million yuan, and still holds 20% equity after the transfer [1] - On July 30, the company's stock closed at 21.36 yuan, down 0.23% from the previous trading day, with a trading volume of 82,415 hands and a transaction amount of 176 million yuan [1] Group 2 - On July 30, the net outflow of main funds for the company was 10.5372 million yuan [2]

Core Viewpoint - The company, Reap Bio, has announced the transfer of a 48.4213% stake in its subsidiary, Hunan Zhong'an Biological Pharmaceutical Co., Ltd., to Jiangxi Twin Biological Technology Co., Ltd. for a transaction price of 114.758426 million yuan, establishing a strategic partnership [2]. Group 1 - The board and supervisory committee of the company approved the proposal for the stake transfer during their meetings held on June 13, 2025 [2]. - Following the transaction, the company will retain a 20% stake in Zhong'an Bio, which will no longer be included in the company's consolidated financial statements [2]. - The stake transfer is related to the fundraising project "Zhong'an Bio Expansion Project," which was part of the company's specific stock issuance in 2021 [2]. Group 2 - The proposal was subsequently approved by the company's third extraordinary general meeting of shareholders held on June 30, 2025 [2]. - The transfer has been completed with the registration of industrial and commercial changes [2].

Core Points - The stock price of Reap Bio (300119) closed at 21.36 yuan on July 30, 2025, down by 0.23% with a turnover rate of 2.46% and a trading volume of 82,400 hands, amounting to 176 million yuan in transaction value [1] - The net outflow of main funds today was 10.54 million yuan, accounting for 5.98% of the transaction value, with large orders showing a net outflow of 13.68 million yuan, while small orders had a net inflow of 20.60 million yuan [1] - For the first quarter of 2025, the company reported total operating revenue of 822 million yuan, a year-on-year increase of 20.00%, and a net profit attributable to shareholders of 116 million yuan, up by 28.45% [1] Financial Metrics - The company's non-recurring net profit was 93.46 million yuan, reflecting a year-on-year growth of 19.65% [1] - The current ratio stands at 1.742, the quick ratio at 1.503, and the debt-to-asset ratio is 36.95% [1] Company Overview - Reap Bio Co., Ltd. was established in 2001 and is located in Tianjin, primarily engaged in technology promotion and application services [2] - The company has a registered capital of 4.65 billion yuan and a paid-in capital of 50.5 million yuan, with Li Shoujun as the legal representative [1][2] - The company has made investments in 40 enterprises, participated in 83 bidding projects, and holds 104 trademark registrations and 488 patents, along with 99 administrative licenses [2]

证券代码：300119 证券简称：瑞普生物 公告编号：2025-057 瑞普生物股份有限公司 关于转让控股子公司股权暨募投项目转让的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 一、交易概述 公司于2025年6月13日召开的第五届董事会第二十四次（临时）会议、第五 届监事会第二十次（临时）会议审议通过了《关于拟转让控股子公司股权暨募投 项目转让的议案》，同意将公司持有的湖南中岸生物药业有限公司（以下简称"中 岸生物"）48.4213%股权转让给江西双胞胎生物技术有限公司，并建立战略合作 关系，本次交易转让价款为11,475.8426万元。本次交易完成后，公司持有中岸生 物20%股权，中岸生物不再纳入公司合并报表范围。由于中岸生物是公司2021年 度向特定对象发行股票募集资金投资项目"中岸生物改扩建项目"的实施主体， 故本次交易同时涉及募投项目转让。本议案已经2025年6月30日召开的2025年第 三次临时股东大会审议通过。具体内容详见公司在巨潮资讯网披露的《关于拟转 让控股子公司股权暨募投项目转让的公告》《2025年第三次临时股东大会决议公 告》（ ...

证券之星消息，7月30日动物保健板块较上一交易日下跌0.46%，生物股份领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。动物保健板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 871970 | 大禹生物 | 10.98 | 7.65% | 7.08万 | 7555.51万 | | | 002868 | *ST绿康 | 26.73 | 4.99% | 2.78万 | 7294.48万 | | | 839729 | 永顺生物 | 10.02 | 1.83% | 4.19万 | 4168.45万 | | | 300871 | 回盛生物 | 22.22 | 1.37% | 16.18万 | | 3.63亿 | | 002688 | 金河生物 | 7.22 | 0.84% | 42.68万 | | 3.06亿 | | 688098 | 申联生物 | 6.90 | 0.73% | 10.01万 | 6919.84 ...

证券日报网讯瑞普生物（300119）7月29日在互动平台回答投资者提问时表示，截至2025年7月18日，公 司股东总户数约2.9万户。 ...