Summary of Key Points Core Viewpoint - The company has initiated the process to lift restrictions on a portion of its restricted stock under the fourth phase of its stock incentive plan, with specific details regarding the number of shares and the conditions for lifting the restrictions [2][3][4]. Group 1: Restricted Stock Incentive Plan - The company held meetings on May 27, 2024, where it approved the first vesting period of the second category of restricted stock under the fourth phase of its stock incentive plan, with 331,469 shares (0.005% of total shares) being eligible for release [2][3]. - A total of 780 participants have committed to voluntarily lock up 40% of their vested shares for a period of 8 years, amounting to 7,152,270 shares [3][4]. Group 2: Lifting of Restrictions - The lifting of restrictions applies to 45 shareholders whose original lock-up period was set to expire on June 5, 2032, due to changes in their employment status [3][4]. - All shareholders involved in the lifting of restrictions have adhered to their commitments, and there are no legal restrictions preventing the transfer of the released shares [4][5]. Group 3: Share Structure Changes - The total number of shares before and after the lifting of restrictions remains at 6,653,926,781, maintaining a 100% share structure [6].

证券日报网讯 8月1日晚间，温氏股份发布公告称，截至2025年7月31日，公司通过股份回购专用证券账 户以集中竞价交易方式累计回购公司股份数量为44，574，500股，占公司总股本的0.6699%。 （文章来源：证券日报） ...

证券日报网讯温氏股份（300498）8月1日在互动平台回答投资者提问时表示，公司股权激励计划严格落 实"精准激励"原则，考核公司层面业绩与个人绩效两个层次，根据考核达标等级确定个人获得归属的股 票数量。 ...

证券日报网讯 温氏股份（300498）8月1日在互动平台回答投资者提问时表示，公司始终将联农带农作 为企业发展的初心使命，深度践行共同富裕理念。2024年，公司与4万多户合作农户携手共进、共创共 享，合作农户总收益近120亿元，再创历史新高。接下来，公司主要通过以下措施帮助合作农户增收、 增利：（1）引导合作农户配备机械化、自动化和智能化养殖设备，提高养殖规模和养殖效率；（2）加 强合作农户养殖管理培训，指导合作农户降低养殖成本，提高饲养成绩；（3）为农户提供更多的安全 保障，如指导合作农户购买财产保险、统筹低值易耗品采购等，帮助合作农户节约养殖过程中的费用 等。 ...

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].

格隆汇8月1日丨温氏股份(300498.SZ)公布，截至2025年7月31日，公司通过股份回购专用证券账户以集 中竞价交易方式累计回购公司股份数量为44,574,500股，占公司总股本的0.6699%。本次回购股份的最 高成交价为19.51元/股，最低成交价为15.33元/股，成交总金额为7.81亿元(不含交易费用)。 ...

Core Insights - The avian influenza concept sector saw an increase of 1.62%, ranking fourth among concept sectors in terms of growth, with 20 stocks rising, including Zhongsheng Pharmaceutical, Lianhuan Pharmaceutical, and Yongshun Biological, which rose by 7.49%, 7.31%, and 6.32% respectively [1] - The sector experienced a net inflow of 938 million yuan from main funds, with 10 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 30 million yuan, led by Zhongsheng Pharmaceutical with a net inflow of 533 million yuan [1] Sector Performance - The top-performing concept sectors included: - Animal vaccines: +2.22% - DRG/DIP: +1.87% - BC batteries: +1.71% - Avian influenza: +1.62% - Medical waste treatment: +1.61% [1] Fund Flow Analysis - Leading stocks in terms of fund inflow ratios included: - Lianhuan Pharmaceutical: 21.80% - Zhongsheng Pharmaceutical: 15.06% - Taiji Group: 9.94% [2] - The top stocks by main fund flow included: - Zhongsheng Pharmaceutical: 532.84 million yuan - Lianhuan Pharmaceutical: 278.91 million yuan - Taiji Group: 97.84 million yuan [2][3]

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 ...