温氏食品集团股份有限公司 证券代码：300498 证券简称：温氏股份 公告编号：2025-98 债券代码：123107 债券简称：温氏转债 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。 温氏食品集团股份有限公司（以下简称"公司"）于 2024 年 9 月 18 日召开的第四届董事会第二十八次会议、第四届监事会第 二十三次会议审议通过了《关于回购公司股份方案的议案》，公 司拟通过集中竞价交易方式回购公司普通股（A 股）股票，用于 实施员工持股计划或股权激励。本次回购资金总额不超过人民币 180,000 万元且不低于人民币 90,000 万元（均含本数），回购价格 不超过人民币 27.01 元/股（含本数），具体回购股份数量和金额 以回购期满时实际回购的股份数量和金额为准。本次回购期限为 自董事会审议通过回购股份方案之日起 12 个月内。因公司实施 2024 年前三季度权益分派，公司回购价格上限由 27.01 元/股（含 本数）调整为 26.86 元/股（含本数）；因公司实施 2024 年年度权 益分派，公司回购价格上限由 26.86 元/股（含本数）调整为 2 ...

温氏食品集团股份有限公司 | | | | 证券代码：300498 | 证券简称：温氏股份 | 公告编号：2025-97 | | --- | --- | --- | | 债券代码：123107 | 债券简称：温氏转债 | | 温氏食品集团股份有限公司 关于部分限售股份上市流通的提示性公告 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。 特别提示： 1、本次解除限售并上市流通的股份为温氏食品集团股份有限 公司（以下简称"公司"）第四期限制性股票激励计划部分激励对象 自愿锁定的限售股。 2、本次解除限售的股份数量及实际可上市流通的限售股份数 量为331,469股，占公司总股本的0.005%。 3、本次解除限售的股东户数共计 45 户。 4、本次限售股份可上市流通日为2025年8月6日（星期三）。 一、本次申请解除限售股份的来源及承诺自愿锁定股份的相关 情况 （一）本次申请解除限售股份的来源 公司于 2024 年 5 月 27 日召开第四届董事会第二十六次会议和 第四届监事会第二十一次会议，审议通过了《关于第四期限制性股 票激励计划第二类限制性股票首次授予部分第一个归 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300313 | *ST天山 | 9.67 | -3.30% | 7.49万 | 7319.70万 | | 002714 | 牧原股份 | 45.81 | -1.19% | 29.85万 | 13.76亿 | | 002458 | 益生股份 | 8.78 | -0.90% | 10.62万 | 9390.65万 | | 002299 | 圣农发展 | 15.82 | -0.88% | 10.59万 | 1.68亿 | | 605296 | 神农集团 | 31.73 | -0.84% | 2.63万 | 8431.63万 | | 000735 | 罗牛山 | 6.29 | -0.47% | 20.62万 | 1.30亿 | | 603477 | 巨星农牧 | 20.60 | -0.43% | 9.84万 | 2.04亿 | | 002157 | 正邦科技 | 2.82 | -0.35% | 61.28万 | 1.74亿 | | 000876 | 新希 ...

Group 1 - The core viewpoint indicates that the cattle inventory has dropped to a ten-year low, leading to a three-year upward cycle in beef prices, while raw milk prices have fallen below cost, triggering capacity reduction. Leading companies like Modern Farming are expected to see a profit turning point by 2025 [1] - The livestock industry is entering a deep adjustment period, where high-quality companies with low costs and strong capital chains will stand out, indicating long-term high-quality development potential [1][2] - The investment opportunities in the pig industry are primarily driven by policy measures aimed at controlling new production capacity, which will accelerate the exit of inefficient and high-cost producers, thereby supporting prices [2] Group 2 - The pig industry has entered a stable development phase characterized by "capacity reduction + strong players," with market share redistribution occurring among existing players as low-efficiency and high-cost production gradually gets eliminated [2] - The criteria for high-quality companies are becoming clearer, focusing on low-cost breeding capabilities and sufficient capital reserves to withstand policy changes or price fluctuations [2] - The China Livestock Breeding Index (930707) includes major companies in the livestock sector, reflecting the overall performance of listed companies involved in livestock feed, pharmaceuticals, and breeding [2][3] Group 3 - As of July 31, 2025, the top ten weighted stocks in the China Livestock Breeding Index account for 64.83% of the index, including companies like Muyuan Foods, Wens Foodstuff, and Haida Group [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 002321 | 华英农业 | 2.51 | 0.40% | | 35.53万 | 8893.94万 Ir | | 300313 | *ST天山 | 10.00 | -0.10% | | 7.82万 | 7969.97万 | | 605296 | 神农集团 | 32.00 | -1.11% | | 3.83万 | 1.23亿 | | 600965 | 福成股份 | 5.20 | -1.14% | 1 | 8.81万 | 4604.07万 | | 300761 | 立华股份 | 19.31 | -1.18% | | 8.68万 | 1.68亿 | | 002124 | 天邦食品 | 3.04 | -1.30% | | 35.98万 | 1.10亿 | | 002746 | 仙坛股份 | 6.11 | -1.45% | | 10.44万 | 6406.52万 | | 002299 | 圣农发展 | 15.96 | -1.54% | | ...

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示，2024年A股上市公司董秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，A股农林牧渔行业总共有113家上市公司，这113名董秘薪酬总金额为7310.05万元，比上年 增加499.54万元，薪酬均值为64.69万元，低于市场均值。 剔除掉2023年开始董秘任期的数据，降薪金额最大的是中粮科技董秘潘喜春，去年薪酬降低76.49万元 至69.51万元。 从年龄分布来看，40岁（含）到50岁是主力，占比达到51%，50岁（含）以上占比达到31%，30 （含）-40岁占比为18%。年龄最大的是晓鸣股份、登海种业、粤海饲料董秘，均超过60岁。年龄最小 的是宏辉果蔬董秘，年龄仅30岁。 从薪酬来看，A股农林牧渔行业董秘薪酬总金额为7310.05万元，比上年增加499.54万元。薪酬均值为 64.69万元。 薪酬最高的是金龙鱼董秘洪美玲，达到335万元。洪美玲从2019年1月起担任公司董事会秘书、财务副总 ...

Group 1 - The main consumption index of China Securities fell by 1.84% as of July 31, 2025, with Shanxi Fenjiu leading the decline, followed by Meihua Biological, Luzhou Laojiao, and Dongpeng Beverage [1] - The consumption ETF, Jiashi (512600), experienced a turnover of 2.39% and a transaction volume of 12.4811 million yuan, with an average daily transaction of 15.3627 million yuan over the past week [3] - As of July 30, 2025, the Jiashi consumption ETF reached a new high in scale at 529 million yuan and a new high in shares at 755 million, with a net inflow of 24.5174 million yuan over the past three days [3] Group 2 - The Jiashi consumption ETF has seen a net value increase of 6.68% over the past six months, ranking in the top two among comparable funds, with a maximum monthly return of 24.50% since inception [3] - The price-to-earnings ratio (PE-TTM) of the index tracked by the Jiashi consumption ETF is currently at 19.24 times, indicating a valuation lower than 85.71% of the time over the past year, suggesting historical low valuations [3] Group 3 - The recent performance of the liquor sector is attributed to trading factors, with liquor stocks being favored for their low valuations and high dividends, making them attractive to funds seeking stable returns [4] - The liquor sector is currently at a five-year low in valuation, with public fund holdings at a record low, indicating a favorable chip structure and low market pressure [4] - The focus for investment in the second half of the year should be on low-valuation liquor stocks, while new consumer companies should be analyzed for core competitiveness and industry trends [4] Group 4 - The Jiashi consumption ETF tracks the major consumption index of China Securities, which includes leading consumer stocks across various sectors, with liquor being the largest sector, accounting for 45% of the index [4] - The top stocks in the index include Yili Group, Kweichow Moutai, and Wuliangye, all of which experienced declines in their stock prices [6]

证券时报·数据宝统计显示，温氏股份今日收盘价为17.63元，平盘报收，日换手率为0.96%，成交额为 10.09亿元，全天主力资金净流出2257.97万元，近5日该股累计下跌4.18%，近5日资金合计净流出2.01亿 元。 两融数据显示，该股最新融资余额为9.00亿元，近5日减少5803.12万元，降幅为6.06%。（数据宝） 7月30日温氏股份大宗交易一览 温氏股份7月30日大宗交易平台出现一笔成交，成交量17.21万股，成交金额363.99万元，大宗交易成交 价为21.15元，相对今日收盘价溢价19.97%。该笔交易的买方营业部为粤开证券股份有限公司深圳分公 司，卖方营业部为东方财富证券股份有限公司拉萨东环路第一证券营业部。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为1801.80万元。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 17.21 | 363.9 ...

7月30日，温氏股份大宗交易成交17.21万股，成交额363.99万元，占当日总成交额的0.36%，成交价21.15元，较市场收盘价 17.63元溢价19.97%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-07-30 | 300498 | 温氏股份 | 21.15 | 17.21 | 363.99 | 粤开证券股份有限 | 东方财富证券股份 | | | | | | | | 公司深圳分公司 | 有限公司拉萨东环 | | | | | | | | | 路第一证券营业部 | ...

温氏股份2030年10月到期美元债势创2023年8月9日以来最大涨幅。截至12:41，该公司3.258%债券每1美 元涨2.5美分，至85.8美分。 ...