Core Insights - Lihua Co., Ltd. reported its sales performance for August, indicating significant sales figures for both meat chickens and pigs [1] Sales Performance Summary - In August, the company sold 52.55 million meat chickens, generating a sales revenue of 1.32 billion yuan, with an average selling price of 11.69 yuan/kg. The month-on-month changes were 6.93% for sales volume, 27.66% for revenue, and 19.65% for average price. Year-on-year changes were 10.79% for sales volume, 0.76% for revenue, and a decrease of 12.50% for average price [1] - The company sold 208,200 meat pigs in the same month, with a sales revenue of 352 million yuan and an average selling price of 13.88 yuan/kg. Month-on-month changes were 43.09% for sales volume, 35.38% for revenue, and a decrease of 5.90% for average price. Year-on-year changes were 106.55% for sales volume, 40.24% for revenue, and a decrease of 32.42% for average price [1] Growth Drivers - The increase in meat pig sales volume and revenue was primarily attributed to improved capacity utilization and an increase in stock [1]

Core Insights - The company Lihua Co., Ltd. (300761.SZ) reported its sales figures for August 2025, indicating a total of 52.55 million meat chickens sold, generating a revenue of 1.32 billion yuan [1] - The average selling price for meat chickens was 11.69 yuan per kilogram, with month-on-month changes of 6.93% in sales volume, 27.66% in revenue, and 19.65% in average price [1] - Year-on-year changes for meat chickens showed an increase of 10.79% in sales volume, a slight increase of 0.76% in revenue, but a decrease of 12.50% in average price [1] - The company sold 208,200 meat pigs in August 2025, with a revenue of 352 million yuan [1] - The average selling price for meat pigs was 13.88 yuan per kilogram, with month-on-month changes of 43.09% in sales volume, 35.38% in revenue, and a decrease of 5.90% in average price [1] - Year-on-year changes for meat pigs indicated a significant increase of 106.55% in sales volume, a 40.24% increase in revenue, but a decrease of 32.42% in average price [1]

Core Insights - Lihua Co., Ltd. (300761.SZ) reported sales of 52.55 million meat chickens in August 2025, generating a revenue of 1.32 billion yuan, with an average selling price of 11.69 yuan/kg, showing a month-on-month increase of 6.93% in sales volume, 27.66% in revenue, and 19.65% in average price, while year-on-year changes were 10.79% in sales volume, 0.76% in revenue, and a decrease of 12.50% in average price [1] Group 1 - In August 2025, the company sold 208,200 meat pigs, resulting in a revenue of 352 million yuan, with an average selling price of 13.88 yuan/kg [1] - The month-on-month changes for meat pigs included a 43.09% increase in sales volume, a 35.38% increase in revenue, and a decrease of 5.90% in average price [1] - Year-on-year changes for meat pigs showed a significant increase of 106.55% in sales volume, a 40.24% increase in revenue, and a decrease of 32.42% in average price [1]

Core Viewpoint - The company reported significant increases in sales volume and revenue for both meat chickens and pigs in August 2025, driven by improved production capacity and increased stocking [1] Group 1: Meat Chicken Sales - In August 2025, the company sold 52.55 million meat chickens, generating a revenue of 1.32 billion yuan [1] - The average selling price for meat chickens was 11.69 yuan per kilogram, with a month-on-month increase of 6.93% [1] - Year-on-year changes showed a 10.79% increase in sales volume, a 0.76% increase in revenue, and a 12.50% decrease in average selling price [1] Group 2: Meat Pig Sales - The company sold 208,200 meat pigs in August 2025, resulting in a revenue of 352 million yuan [1] - The average selling price for meat pigs was 13.88 yuan per kilogram, with a month-on-month increase of 43.09% [1] - Year-on-year changes indicated a 106.55% increase in sales volume, a 40.24% increase in revenue, and a 32.42% decrease in average selling price [1]

Core Insights - The company, Lihua Co., announced that in August 2025, it sold 52.55 million meat chickens, generating a sales revenue of 1.32 billion yuan [1] - The average selling price for meat chickens was 11.69 yuan per kilogram, with a month-on-month change of 6.93% in sales volume, 27.66% in revenue, and 19.65% in average price [1] - Year-on-year changes for meat chickens showed an increase of 10.79% in sales volume, a slight increase of 0.76% in revenue, but a decrease of 12.50% in average price [1] Group 1: Meat Chicken Sales - In August 2025, the company sold 52.55 million meat chickens [1] - The sales revenue from meat chickens was 1.32 billion yuan [1] - The average selling price for meat chickens was 11.69 yuan per kilogram [1] Group 2: Meat Pig Sales - The company sold 208,200 meat pigs in August 2025, generating a sales revenue of 352 million yuan [1] - The average selling price for meat pigs was 13.88 yuan per kilogram [1] - Month-on-month changes for meat pigs included a 43.09% increase in sales volume, a 35.38% increase in revenue, but a decrease of 5.90% in average price [1] Group 3: Year-on-Year Changes - Year-on-year changes for meat pigs showed a significant increase of 106.55% in sales volume, a 40.24% increase in revenue, but a decrease of 32.42% in average price [1]

证券代码：300761 证券简称：立华股份 公告编号：2025-071 江苏立华食品集团股份有限公司 2025 年 8 月销售情况简报 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 一、2025 年 8 月销售情况 | | 月份 | | 肉鸡销量（万只） | | 销售收入（亿元） | 毛鸡销售均价 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | | （元/公斤） | | | | 当月 | 当年累计 | 当月 | 当年累计 | 当月 | | 2024 | 年 8 月 | 4,743.58 | 32,726.78 | 13.10 | 92.07 | 13.36 | | 2024 | 年 9 月 | 4,853.14 | 37,579.92 | 13.24 | 105.31 | 13.16 | | 2024 | 年 10 月 | 4,763.85 | 42,343.77 | 13.11 | 118.42 | 13.00 | | 2024 | 年 月 11 | 4,531.62 | 46,875.3 ...

Group 1 - The agricultural sector showed strong performance on September 8, with notable gains in pork and chicken stocks, including Aonong Biological and Tianyu Biological reaching the daily limit, and Lihua Co., Ltd. rising over 6% [1] - On September 5, the Ministry of Commerce of China announced the recognition of dumping in imported pork and pork by-products from the EU, deciding to implement temporary anti-dumping measures in the form of a deposit starting from September 10, 2025, with rates ranging from 15.6% to 62.4% [1] - The import of pork and pork by-products from the EU accounts for over 50% of China's total imports, and the anti-dumping deposit is expected to drive domestic pork prices higher due to increased costs and reduced supply [1] Group 2 - As of September 5, 2025, the national average price of live pigs was 13.79 yuan/kg, reflecting a week-on-week increase of 0.08 yuan/kg [2] - The average weight of pigs sold from the sample was 128.23 kg per head, with a week-on-week increase of 0.4 kg and a year-on-year increase of 1.5 kg [2] - The market outlook suggests that as temperatures cool, demand is expected to improve, leading to tighter supply of large pigs and potential upward movement in pork prices [2]

Group 1 - The core viewpoint of the news is that China's preliminary anti-dumping ruling on imported pork from the EU is expected to create a favorable configuration opportunity for the domestic pig farming sector, leading to price increases in the industry [1][2] - The Ministry of Commerce of China announced a preliminary ruling on September 5, 2025, recognizing that imported pork and related products from the EU are being dumped, and will implement temporary anti-dumping measures starting September 10, 2025, with deposit rates ranging from 15.6% to 62.4% [1] - The livestock ETF (159867) rose by 2.60%, reflecting positive market sentiment towards the pig farming sector following the anti-dumping announcement [1] Group 2 - Open Source Securities noted that over 50% of China's imported pork and offal comes from the EU, and the anti-dumping measures may drive domestic pork prices higher, indicating a potential bottoming out of prices [2] - As temperatures cool, demand for pork is expected to improve, leading to tighter market supply of large pigs and an expansion of price differentials for fat pigs [2] - The China Livestock Breeding Index (930707) includes companies involved in livestock feed, veterinary drugs, and breeding, with the top ten weighted stocks accounting for 65.57% of the index [2]

Group 1 - Huida Sanitary Ware plans to publicly transfer 100% equity and debt of Guangxi Xingaosheng, with debt amounts of 132 million and 138 million yuan as of June 30, 2025 [1] - Sainuo Medical received administrative regulatory measures from Tianjin Securities Regulatory Bureau due to inaccurate information disclosure in quarterly reports [2][3] - Jiangling Motors reported August vehicle sales of 30,003 units, a year-on-year increase of 8.92% [6] Group 2 - Jimin Health's controlling shareholder plans to reduce its stake by up to 3%, totaling 15.75 million shares [7] - Satellite Chemical announced routine maintenance of polyethylene and ethylene glycol facilities, expected to last 45 days [8] - Hubei Yihua's 200,000-ton caustic soda project has been successfully put into production [10] Group 3 - Shanghai Pharmaceuticals' Dihydroxypropyl Theophylline Injection has passed the consistency evaluation for generic drugs [13] - Ningbo Construction's subsidiaries won construction projects worth 1.117 billion yuan [16] - Wens Foodstuff reported August sales revenue of 4.825 billion yuan from live pigs, with a year-on-year decrease in revenue and price [28] Group 4 - Long-term Logistics announced the resignation of its deputy general manager due to personal reasons [44] - Huaming Equipment proposed a cash dividend of 2 yuan per 10 shares, totaling 179 million yuan [46] - Transsion Holdings plans to distribute a cash dividend of 0.8 yuan per share [49]

Group 1 - The company, Lihua Co., announced a cash dividend distribution plan for the first half of 2025, proposing to distribute 1 RMB per 10 shares to all shareholders, including tax [2] - The record date for the dividend distribution is set for September 9, 2025, while the ex-dividend date is September 10, 2025 [2]