养鸡概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300498 | 温氏股份 | -2.06 | 0.95 | -6958.81 | | 002100 | 天康生物 | -1.66 | 2.15 | -3368.07 | | 002567 | 唐人神 | -0.81 | 2.93 | -2793.37 | | 300761 | 立华股份 | -1.28 | 1.54 | -2646.68 | | 000876 | 新希望 | -1.00 | 0.71 | -2203.96 | | 603477 | 巨星农牧 | -1.26 | 3.15 | -2036.15 | | 300967 | 晓鸣股份 | -1.94 | 4.61 | -1866.54 | | 300999 | 金龙鱼 | -0.55 | 1.18 | -1548.99 | | 000735 | 罗牛山 | -0.61 | 3.33 | -1410.96 | | 000048 | 京基智农 | -1.60 | 1.71 ...

Investment Rating - The overall industry investment rating is "Positive" [48] Core Viewpoints - The report emphasizes the impact of anti-involution policies on capacity regulation, which is beneficial for the livestock industry [6][22] - The agricultural sector has shown strong performance, with the agricultural index rising by 3.61% compared to the broader market indices [27] - The report highlights the long-term investment value of companies in the livestock sector, as their valuations are at historical lows [23] Summary by Relevant Sections Livestock Industry - **Swine**: The national average price for live pigs is 14.12 CNY/kg, down 0.15 CNY from last week. The average price for 15 kg piglets is 33.86 CNY/kg, down 0.17 CNY [6][22] - **Poultry**: The average price for white feather broilers is 3.35 CNY/lb, up 0.15 CNY from last week. The average price for white chickens is 13.7 CNY/kg, up 0.3 CNY [9][22] - **Yellow Chickens**: The average price for yellow chickens is 9.79 CNY/kg, down 0.88 CNY from last month. The industry is experiencing a rise in production capacity [10][25] - **Animal Health**: The animal health industry is recovering from a low point, with significant performance improvements noted in major companies [11][25] Planting Industry - **Seed Industry**: Policies are continuously improving, and the commercialization of genetically modified technology is accelerating, which is expected to boost sales and prices for quality seed companies [12][26] - **Planting**: Grain prices are experiencing short-term adjustments, with corn averaging 2441 CNY/ton, down 10 CNY from last week, while wheat is at 2442 CNY/ton, up 1 CNY [13][26] Recommended Companies - **Buy Ratings**: - Zhongchong Co., Ltd. [4] - Muyuan Foods [4] - Suqian Agricultural Development [4]

证券代码：300761 证券简称：立华股份 公告编号：2025-054 江苏立华食品集团股份有限公司 关于实际控制人之一致行动人股份质押展期的公告 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之一 致行动人常州市天鸣农业技术服务中心（有限合伙）的通知，获悉其持有的部分股 份办理了质押展期业务。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 | 展期后质 | 质权 | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 第一大股 | 数量 | 持股份 | 总股本 | 是，注 | 充质 | 日 | 日 | 押到期日 | 人 | 用途 | | | 东及其一 致行动人 | （股） | 比例 | 比例 | 明限售 | 押 | | | | | | | | | | | | 类型 ...

Core Viewpoint - The actual controller of Jiangsu Lihua Food Group Co., Ltd., Cheng Lili, and his concerted actors have reduced their shareholding, resulting in a decrease in their ownership percentage from 64.00% to 63.00% due to both active share reduction and passive dilution from the company's stock incentive plan [3][5]. Summary by Sections Shareholding Changes - The main reasons for the equity change include: (1) the actual controller and concerted actors reduced their shares through centralized bidding and block trading, with a share change ratio of 0.27%; (2) following the completion of the first vesting period of the 2022 restricted stock incentive plan, the total share capital increased from 827,644,501 shares to 837,269,641 shares, leading to a passive dilution of 0.74% for the actual controller and concerted actors [3][5]. - After the equity change, the actual controller and concerted actors' shareholding decreased from 529,692,409 shares to 527,445,709 shares, with their ownership percentage dropping from 64.00% to 63.00% [3][5]. Share Reduction Details - On July 23, 2025, the company received a notice regarding the share reduction from Cheng Lili and his concerted actors, indicating that Tianming Agriculture and Cangshi Investment reduced their holdings by 271,300 shares (0.03%) from February 18 to March 3, 2025, while Cheng Lili and Benteng Agriculture reduced their holdings by 1,975,400 shares (0.24%) from July 22 to July 23, 2025 [4]. - All parties involved in the share reduction had fulfilled their pre-disclosure obligations prior to the reduction [4].

证券代码：300761 证券简称：立华股份 公告编号：2025-053 江苏立华食品集团股份有限公司 关于股东权益变动触及 1%整数倍的公告 公司实际控制人程立力、实际控制人之一致行动人常州市奔腾牧业技术服务 中心（有限合伙）、常州市天鸣农业技术服务中心（有限合伙）、深圳市沧石投 资合伙企业（有限合伙）保证向本公司提供的信息内容真实、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、本次权益变动的主要原因为：（1）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 0.27%；（2）公司 2022 年限制性股 票激励计划第一个归属期股份归属完成后，公司总股本由 827,644,501 股增加至 837,269,641 股，导致实际控制人及其一致行动人股份被动稀释 0.74%。 露公告》（公告编号：2025-050）。 2025 年 6 月 10 日，公司 2022 年限制性股票激励计划第一个归属期股份归属 上市，公司总股本由 827,644,501 股增加至 837,269,641 股，导致实际控制人及其 一致行动人股份被动稀释 0.74%。 综上，公司实际控制人程 ...

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 | 600188 | 兖矿能 | 6.27 | 2.32 | 13.24 | 13.56 | 2.38 | | --- | --- | --- | --- | --- | --- | --- | | | 源 | | | | | | | 301152 | 天力锂 | 3.21 | 9.32 | 28.87 | 29.56 | 2.37 | | | 能 | | | | | | | 300818 | 耐普矿 | 4.91 | 12.59 | 23.83 | 24.38 | 2.29 | | | 机 | | | | | | | 601666 | 平煤股 | 9.90 | 8.81 | 8.58 | 8.77 | 2.17 | | | 份 | | | | | | | 300761 | 立华股 份 | 3.34 | 3.34 | 19.40 | 19.80 | 2.04 | | 600586 | 金晶科 | 4.42 | 4.75 | 5.33 | 5.43 | 1.91 | | | 技 | | | | | | | 600809 | 山西汾 | 5.82 | ...

证券代码：300761 证券简称：立华股份 公告编号：2025-052 江苏立华食品集团股份有限公司 关于为合作社提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 三、担保合同的主要内容 江苏立华食品集团股份有限公司（以下简称公司）分别于 2025 年 4 月 21 日、2025 年 5 月 13 日召开第四届董事会第五次会议、2024 年年度股东会，审议 通过了《关于为合作社提供担保的议案》，同意为 13 家合作社向银行等金融机 构融资提供合计不超过人民币 20,000 万元的担保额度。具体内容详见公司 2025 年 4 月 22 日刊载于巨潮资讯网（http://www.cninfo.com.cn/）的《关于为合作社 提供担保的公告》（公告编号：2025-025）。 二、担保进展情况 近日，公司与中国建设银行股份有限公司武进支行（以下简称建行武进支行） 签订了《本金最高额保证合同》（合同编号：2599038），公司为博罗县兴农肉 鸡技术服务专业合作社、扬州市立华雪山养鸡农民专业合作社等 13 家合作社在 建行武进支行申请 ...

Core Views - The breeding sector is experiencing improved supply-demand dynamics due to intensified policy regulation, with measures from the National Development and Reform Commission (NDRC) aimed at optimizing pig production capacity, which is expected to enhance CPI targets and stabilize pig prices [4][50] - The beef industry is undergoing significant supply reduction, with a deep cycle anticipated as the number of breeding cows declines sharply, leading to lower beef supply starting in the second half of 2025 [6][88] - Smart agriculture is benefiting from ongoing policy incentives and increased funding, with water conservancy investments projected to reach 1.4 trillion yuan in 2024, marking a 12.8% year-on-year increase [6][50] Breeding Sector - The breeding industry is seeing a favorable supply-demand balance, with policies aimed at controlling production capacity and improving profitability for leading companies such as Muyuan Foods and Wens Foodstuffs [4][50] - The profitability of self-breeding operations is stable, while external pig purchases show fluctuating profits, indicating a need for careful management of breeding strategies [20][25] - The average weight of pigs being slaughtered has decreased, which is expected to reduce supply pressure and potentially increase pig prices in the coming months [41][42] Beef Industry - The domestic beef supply is expected to decrease significantly due to a reduction in breeding cow numbers, with the industry mirroring the pre-2019 pig cycle in terms of supply adjustments [6][88] - The beef market is characterized by a long adjustment period from breeding to market, typically requiring 2-3 years, which complicates supply management [70] Smart Agriculture - The smart agriculture sector is poised for growth driven by government policies and funding, with a focus on modernizing irrigation systems and enhancing water management practices [6][50] - The market for smart agriculture is projected to expand significantly, with the government aiming to establish 13 million acres of efficient water-saving irrigation [6] Animal Health - The veterinary drug sector is experiencing a structural shift due to the implementation of new GMP standards, which are raising industry entry barriers and promoting consolidation among leading firms [51][66] - The veterinary raw material drug prices are entering a recovery phase after a prolonged downturn, with demand expected to rise as breeding profitability improves [53][66] Investment Recommendations - Key investment targets include Muyuan Foods, Wens Foodstuffs, and Jiusan Foods in the breeding sector, as well as Deyu Water Saving and Ruipu Biological in the smart agriculture and animal health sectors, respectively [4][66][67]

Investment Rating - The report maintains a "Recommended" rating for the agricultural, forestry, animal husbandry, and fishery industry [1][8][64] Core Viewpoints - The report highlights the long-term value reassessment opportunities in the pig industry, with expectations of price fluctuations in the range of 14-15 CNY/kg post-Chinese New Year 2025, indicating a potential downward trend in prices due to supply pressures [4][15] - The poultry sector is experiencing price declines, with a focus on marginal improvements in the cycle, while the animal health sector is expected to see performance recovery and investment opportunities in the pet medical industry [5][6][28] - The pet economy is thriving, with domestic brands rapidly emerging, and the report anticipates continued improvement in industry profitability [7][58] Summary by Sections 1. Pig Industry - The average price of pigs is currently around 14.6 CNY/kg, with a slight weekly decline [14] - The report recommends companies with low costs and strong financials, specifically highlighting Wens Foodstuffs, Muyuan Foods, and Juxing Agriculture [15][64] 2. Poultry Industry - The report notes a decline in poultry prices, with a focus on the cyclical improvements expected in the future [27] - Recommendations include Shennong Development and Lihua Stock [5][28] 3. Animal Health - The animal health sector is expected to see a recovery in performance, supported by the profitability of the pig farming industry [6][38] - Investment opportunities in the pet medical sector are highlighted, with a market size of approximately 840 billion CNY [7][38] 4. Planting Industry - The report indicates a decrease in wheat and corn prices, with recommendations for companies involved in genetically modified seeds [44][50] 5. Feed Industry - The total industrial feed production in the first half of 2025 reached 15,850 million tons, showing a year-on-year growth of 7.7% [48][50] - Recommendations include Haida Group and attention to He Feng Stock [50] 6. Pet Industry - The pet consumption market is projected to reach 300.2 billion CNY in 2024, with a growth rate of 7.5% [55][58] - Recommended companies in the pet food sector include Guai Bao Pet, Zhongchong Stock, and Petty Stock [58][64]

Group 1 - The core issue involves the criticism of two individuals, Cao Yang and Zhang Zhiwei, for failing to fulfill their responsibilities as required by law, resulting in a public reprimand from the Shenzhen Stock Exchange [1] Group 2 - Specific violations include inadequate execution of audit procedures related to inventory, such as insufficient attention to abnormal situations in inventory and cost-related confirmations, and failure to document the monitoring process adequately [2] - There were deficiencies in risk assessment and internal control testing, with discrepancies between the actual audit procedures performed and those disclosed in the audit report [2] - Audit sampling procedures were not executed properly, including failure to meet minimum sample size requirements and lack of consistency in sample selection methods [2] - Inadequate attention was given to revenue, cash, and share-based payment audit procedures, with insufficient scrutiny of abnormal situations in revenue details and bank transactions [2] - The confirmation process was flawed, with some samples unable to be confirmed due to lack of real-name authentication, and no alternative clients were selected for confirmation [2] - Other audit procedures were also lacking, including failure to verify the accuracy and completeness of business data in the ERP system [2] Group 3 - Project quality management was inadequate, with failure to follow audit standards and internal quality review requirements, leading to incomplete archiving of audit work papers [3] - The decision made was to issue a public reprimand as a disciplinary action [3]