Group 1 - The company reported sales of 11,094.39 million chickens in July 2025, generating revenue of 2.316 billion yuan, with an average selling price of 9.89 yuan/kg for live chickens. The month-on-month changes were 6.35% for sales volume, 1.22% for revenue, and -3.89% for average price. Year-on-year changes were 14.02% for sales volume, -11.84% for revenue, and -25.08% for average price [1][1][1] - The company sold 1,110.27 million broiler chicks in July 2025, with a cumulative sales of 9,962.05 million broiler chicks for the year [1][1][1] - The company sold 316.48 million pigs in July 2025, including 264.58 million live pigs and 51.90 million piglets, generating revenue of 4.877 billion yuan, with an average selling price of 14.58 yuan/kg for live pigs. Month-on-month changes were 5.24% for sales volume, -0.87% for revenue, and 1.32% for average price. Year-on-year changes were 36.22% for sales volume, -8.72% for revenue, and -23.06% for average price [1][1][1]

Group 1 - The company announced that in July 2025, it sold 111 million meat chickens, generating revenue of 2.316 billion yuan, with an average selling price of 9.89 yuan per kilogram. The month-on-month changes were 6.35% for sales volume, 1.22% for revenue, and -3.89% for average price. Year-on-year changes were 14.02% for sales volume, -11.84% for revenue, and -25.08% for average price [1] - The company sold 11.1027 million white feather chicken seedlings in July 2025 [1] - In terms of live pig sales, the company sold 3.1648 million pigs in July 2025, with revenue of 4.877 billion yuan and an average selling price of 14.58 yuan per kilogram. Month-on-month changes were 5.24% for sales volume, -0.87% for revenue, and 1.32% for average price. Year-on-year changes were 36.22% for sales volume, -8.72% for revenue, and -23.06% for average price [1]

Group 1 - The company reported sales of 110.94 million meat chickens in July 2025, generating revenue of 2.316 billion yuan, with an average selling price of 9.89 yuan per kilogram [1] - The month-on-month changes for meat chicken sales, revenue, and average price were 6.35%, 1.22%, and -3.89% respectively, while year-on-year changes were 14.02%, -11.84%, and -25.08% [1] - The company sold 11.10 million white feather chicken chicks in July 2025, with a cumulative sales of 99.62 million chicks for the year [1] Group 2 - The company sold 3.1648 million live pigs in July 2025, with 2.6458 million being market pigs and 519,000 being piglets, generating revenue of 4.877 billion yuan [1] - The average selling price for market pigs was 14.58 yuan per kilogram, with month-on-month changes of 5.24%, -0.87%, and 1.32%, and year-on-year changes of 36.22%, -8.72%, and -23.06% [1]

人民财讯8月6日电，温氏股份（300498）8月6日晚间公告，公司7月销售肉鸡1.11亿只(含毛鸡、鲜品和 熟食)，收入23.16亿元，毛鸡销售均价9.89元/公斤，环比变动分别为6.35%、1.22%、-3.89%，同比变动 分别为14.02%、-11.84%、-25.08%；7月销售白羽鸡苗1110.27万只，当年累计销售白羽鸡苗9962.05万 只。公司7月销售生猪316.48万头(其中毛猪和鲜品264.58万头，仔猪51.90万头)，收入48.77亿元，毛猪 销售均价14.58元/公斤，环比变动分别为5.24%、-0.87%、1.32%，同比变动分别为 36.22%、-8.72%、-23.06%。2025年7月，公司生猪销量同比上升，主要原因是受公司前期投苗增加以及 外卖仔猪影响。 ...

公司2025年7月销售生猪316.48万头(其中毛猪和鲜品264.58万头，仔猪51.90万头)，收入48.77亿元，毛 猪销售均价14.58元/公斤，环比变动分别为5.24%、-0.87%、1.32%，同比变动分别为 36.22%、-8.72%、-23.06%。 温氏股份（300498）(300498.SZ)披露2025年7月主产品销售情况，公司2025年7月销售肉鸡11094.39万只 (含毛鸡、鲜品和熟食)，收入23.16亿元，毛鸡销售均价9.89元/公斤，环比变动分别为6.35%、 1.22%、-3.89%，同比变动分别为14.02%、-11.84%、-25.08%。公司2025年7月销售白羽鸡苗1110.27万 只，当年累计销售白羽鸡苗9962.05万只。 ...

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：2025-99 | | --- | --- | --- | | 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 2025年7月主产品销售情况简报 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、2025年7月份鸡产品销售情况 1、温氏食品集团股份有限公司（以下简称"公司"）2025年7 月销售肉鸡11,094.39万只（含毛鸡、鲜品和熟食），收入23.16亿 元，毛鸡销售均价9.89元/公斤，环比变动分别为6.35%、1.22%、 -3.89%，同比变动分别为14.02%、-11.84%、-25.08%。 | | 月份 | | | 肉鸡销量（万只） | | 销售收入（亿元） | 毛鸡价格（元/公斤） | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 当月 | 当年累计 | 当月 | 当年累计 | 当月 | | 2024 | 年 7 | 月 | 9,730.23 | ...

Group 1 - Trump plans to significantly increase tariffs on pharmaceuticals, with rates potentially reaching up to 250%, and is expected to announce tariffs on drugs and chips next week [2] - The U.S. stock market saw declines across major indices, with the Dow Jones down 0.14%, Nasdaq down 0.65%, and S&P 500 down 0.49%, driven by disappointing earnings outlooks from major tech companies [3][4] - AMD reported a 31% year-over-year decline in adjusted net profit for Q2, with revenue of $7.69 billion, a 32% increase year-over-year, but below expectations [10] - Super Micro Computer's Q4 net sales of $5.76 billion fell short of analyst expectations, leading to a post-earnings drop of over 16% [11] Group 2 - OpenAI and Google have been approved as AI suppliers for the U.S. government, facilitating broader application of AI technologies in federal agencies [12] - Anthropic announced its new model Opus 4.1, achieving a score of 74.5% on a programming evaluation benchmark, indicating significant improvements in programming and data analysis capabilities [14] - UBS has identified potential beneficiaries of "anti-involution" policies in various sectors, including construction materials, healthcare, and insurance [17] Group 3 - TSMC is facing allegations of a potential leak of its 2nm process technology, with regulatory actions taken against involved engineers [19] - The Chinese government has issued guidelines to support new industrialization, emphasizing the importance of preventing "involution" competition and promoting high-quality development in various sectors [22] - China's service sector PMI rose to 52.6 in July, indicating continued expansion and strong new business growth [23]

Group 1 - The company plans to continue developing its chicken farming business, which is a core part of its operations, with a projected sale of 1.208 billion meat chickens in 2024, maintaining the highest market share among listed companies [2] - In 2024, revenue from chicken products is expected to account for 34.1% of the company's total revenue, indicating a strong reliance on this segment [2] - The company has no current plans to enter the pet feed market, despite having chicken and pig feed businesses that could potentially align with pet food production [2]

格隆汇8月5日丨温氏股份(300498.SZ)在互动平台表示，养鸡业务是公司主营业务之一。2024年，公司 共实现肉鸡销售12.08亿只（含毛鸡、鲜品及熟食），市场占有率稳居上市企业首位。2024年，公司肉 鸡类产品营业收入占公司总营业收入34.1%。未来，公司将继续稳步发展养鸡业务，持续提升养鸡业务 核心竞争力水平。公司暂无布局宠物饲料业务的计划。 ...

水泥(大部份已反映)：中国建材 医疗(大部份已反映)：三生制药、威高股份 保险(部份已反映)：中国平安、太保 猪肉(部份已反映)：牧原股份、温氏股份 太阳能供应链(轻微反映)：协鑫科技、通威股份、隆基绿能 餐饮外卖(轻微反映)：阿里巴巴 锂(轻微反映)：盐湖股份 化工(未反映)：华鲁恒升、恒力石化 汽车(未反映)：比亚迪、理想汽车、长城汽车 格隆汇8月5日｜瑞银发表报告，列出潜在受惠"反内卷"政策的板块和首选股名单，并关注相关板块股价 是否已反映相关因素。 ...