消息面上，2025年8月5日公司发生一笔大宗交易，成交102万股，金额1626.9万元，成交价15.95元，较 当日收盘价折价19.85%。另据公开信息显示，2025年7月公司董事兼高管程立力通过大宗交易和竞价交 易合计减持1084.68万股，减持金额约1.72亿元，位列当月上市公司董监高减持金额第三位。 资金流向方面，8月5日主力资金净流出1184.04万元，占流通市值比例0.1%。近五个交易日主力资金累 计净流入2272.01万元，占流通市值比例0.19%。 截至2025年8月5日收盘，立华股份股价报19.90元，较前一交易日下跌0.01元，跌幅0.05%。当日成交量 为7.85万手，成交额1.56亿元，盘中振幅1.56%。 立华股份主营业务为畜禽养殖、饲料生产及肉制品加工，所属行业为农牧饲渔。公司产品覆盖黄羽鸡、 生猪等品类，生产基地主要分布在华东地区。 风险提示：以上内容仅供参考，不构成投资建议。市场有风险，投资需谨慎。 ...

Investment Rating - The report maintains a "Recommended" rating for the agricultural, forestry, animal husbandry, and fishery industry [1][8]. Core Viewpoints - The report highlights a long-term revaluation opportunity for the pig industry, indicating that while pig prices are experiencing fluctuations, there is still downward pressure. The industry is expected to transition towards a self-regulatory and stable phase, benefiting leading companies such as Wens Foodstuffs, Muyuan Foods, and Juxing Agriculture [4][14]. - The poultry sector is currently facing low prices, but there are signs of marginal improvement in the cycle, with recommendations for companies like Shennong Development and Lihua Stock [5][24]. - The animal health sector is anticipated to see performance recovery and investment opportunities in pet medical services, with a focus on companies like Kexin Biological and Ruipuhua [6][34]. - The planting sector is experiencing a decline in the pig-to-grain price ratio, with ongoing commercialization of genetically modified seeds benefiting early adopters [7][37]. - The feed sector is witnessing price fluctuations, with recommendations for Haida Group and attention to He Feng Stock [7][42]. - The pet economy is thriving, with domestic brands gaining strength, and the report recommends companies in the pet food sector such as Guibao Pet and Zhongchong Stock [7][51]. Summary by Sections Pig Industry - The average price of pigs is currently around 14.08 yuan/kg, with fluctuations noted [14]. - The number of breeding sows has increased slightly, indicating a stable supply [14]. - Key recommendations include Wens Foodstuffs, Muyuan Foods, and Juxing Agriculture, with a suggestion to pay attention to Dekang Agriculture [4][14]. Poultry Industry - The price of white feather chicken is low, with a focus on potential marginal improvements in the cycle [5][23]. - The report notes a significant update in the breeding stock, with a mix of imported and self-bred varieties [5][24]. - Recommended companies include Shennong Development and Lihua Stock [5][24]. Animal Health - The report anticipates continued recovery in animal health companies' performance, supported by stable profits in the pig farming sector [6][34]. - The approval of mRNA vaccines for veterinary use marks a significant technological advancement [6][34]. - Recommended companies include Kexin Biological and Ruipuhua, with additional attention to Huisheng Biological and Jinhai Biological [6][34]. Planting Sector - The pig-to-grain price ratio has decreased, with ongoing commercialization of genetically modified seeds [7][37]. - Recommendations include Suqian Agricultural Development and Longping High-Tech [7][37]. Feed Sector - Feed prices are experiencing fluctuations, with specific prices noted for different types of feed [7][42]. - The report suggests that the feed industry is likely to see increased concentration, recommending Haida Group and monitoring He Feng Stock [7][42]. Pet Industry - The pet market is growing, with a significant increase in consumption and brand development [7][51]. - Recommendations include Guibao Pet, Zhongchong Stock, and Peidi Stock in the pet food sector, as well as Ruipuhua in the pet medical sector [7][51].

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].

| 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交全额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-01 | 300761 | 立华股份 | 15.75 | 69.00 | | 1,086.75 中信证券股份有限 | 中信证券股份有限 | | | | | | | | 公司常州分公司 | 公司常州分公司 | | 2025-08-01 | 300761 | 立华股份 | 15.75 | 28.00 | | 441.00 中泰证券股份有限 | 中信证券股份有限 | | | | | | | | 公司常州惠国路证 | 公司常州分公司 | | | | | | | | 券营业部 | | | 2025-08-01 | 300761 | 立华股份 | 15.75 | 44.00 | | 693.00 中泰证券股份有限 | 中泰证券股份有限 | | | | | | | | 公司厦门嘉禾路证 | 公司常州重国路证 | | | | | | | | 券营业部 | 券 ...

一、股份质押的基本情况 证券代码：300761 证券简称：立华股份 公告编号：2025-056 江苏立华食品集团股份有限公司 关于实际控制人股份质押、解质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 江苏立华食品集团股份有限公司（以下简称公司）于近日收到实际控制人程立 力先生的通知，获悉其持有的部分股份办理了质押、解质押业务。具体情况公告如 下： | 股东 | 是否为控 股股东或 | 本次质押 | 占其所 | 占公司 | 是否为 限售股 （如 | 是否 为补 | 质押起始 | 质押到期 | | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 第一大股 | 数量 | 持股份 | 总股本 | | | 日 | 日 | 质权人 | 用途 | | | 东及其一 致行动人 | （股） | 比例 | 比例 | 是，注 明限售 类型） | 充质 押 | | | | | | 程立力 | 是 | 13,500,000 | 5.23% | 1.61% | 否 ...

7月30日，立华股份大宗交易成交145万股，成交额2269.25万元，占当日总成交额的9.25%，成交价 15.65元，较市场收盘价19.54元折价19.91%。 ...

中国经济网北京7月30日讯立华股份（300761）(300761.SZ)昨晚发布关于股东权益变动触及1%整数倍的 公告。立华股份于2025年7月29日收到公司实际控制人程立力及其一致行动人常州市奔腾牧业技术服务 中心(有限合伙)(以下简称奔腾牧业)出具的《关于股份减持情况的告知函》。程立力、奔腾牧业于2025 年7月24日至2025年7月29日通过大宗交易、集中竞价减持8,351,900股，减持股份变动比例为1.00%。 2025年7月24日至2025年7月29日，立华股份的加权均价为19.568元，经计算，程立力和奔腾牧业套现 1.63亿元。 立华股份表示，本次权益变动后，公司实际控制人及其一致行动人持有公司股份由527,445,709股减少至 519,093,809股，持股比例由63.00%下降至62.00%。 立华股份于2019年2月18日上市，发行新股4128万股，发行价格为29.35元/股，保荐人(主承销商)为中泰 证券（600918）股份有限公司，保荐代表人为李虎、卢戈。 立华股份首次公开发行股票的发行费用为6156.80万元，其中，保荐及承销费用3634.70万元。 经中国证券监督管理委员会证监 ...

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 688766 | 普冉股 | 7.79 | 5.03 | 64.60 | 68.94 | 6.72 | | | 份 | | | | | | | 300679 | 电连技 术 | 8.00 | 4.36 | 47.49 | 50.50 | 6.34 | | 300045 | 华力创 | 6.25 | 8.30 | 20.24 | 21.25 | 4.99 | | | 通 | | | | | | | 600238 | *ST椰岛 | 4.93 | 3.25 | 7.03 | 7.23 | 2.85 | | 300761 | 立华股 | 2.54 | 0.92 | 19.35 | 19.79 | 2.29 | | | 份 | | | | | | | 000703 | 恒逸石 化 | 2.13 | 0.30 | 6.09 | 6.22 | 2.09 | | ...

证券代码：300761 证券简称：立华股份 公告编号：2025-055 特别提示： 1、本次权益变动的主要原因为：实际控制人及其一致行动人通过集中竞价和 大宗交易方式减持股份，股份变动比例为 1.00%； 2、本次权益变动后，公司实际控制人及其一致行动人持有公司股份由 527,445,709 股减少至 519,093,809 股，持股比例由 63.00%下降至 62.00%。 江苏立华食品集团股份有限公司（以下简称公司）于 2025 年 7 月 29 日收到 公司实际控制人程立力先生及其一致行动人常州市奔腾牧业技术服务中心（有限 合伙）（以下简称奔腾牧业）出具的《关于股份减持情况的告知函》。程立力先生、 奔腾牧业于 2025 年 7 月 24 日至 2025 年 7 月 29 日通过大宗交易、集中竞价减持 8,351,900 股，减持股份变动比例为 1.00%。 上述主体减持前已履行预披露义务，具体详见公司于 2025 年 6 月 30 日披露 的《关于实际控制人及其一致行动人减持股份预披露公告》（公告编号：2025-050）。 本次权益变动后，公司实际控制人及其一致行动人持有公司股份由 527,445,70 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交金额 买方营业部 | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-07-29 | 300761 | 立华股份 | 15.65 | 105.00 | 1,643.25中信证券股份有限 | 中泰证券股份有限 | | | | | | | | 公司常州分公司 | 公司常州惠国路证 | | | | | | | | | 券营业部 | | 7月29日，立华股份大宗交易成交105万股，成交额1643.25万元，占当日总成交额的8.35%，成交价15.65元，较市场收盘价 19.3元折价18.91%。 ...