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畜牧ETF(159867)涨超2.5%,欧盟进口猪肉反倾销裁定落地
Xin Lang Cai Jing· 2025-09-08 02:27
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]
9月4日晚间重要公告一览
Xi Niu Cai Jing· 2025-09-04 10:29
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]
立华股份:2025年半年度权益分派实施公告
Zheng Quan Ri Bao· 2025-09-04 07:14
证券日报网讯 9月3日晚间,立华股份发布公告称,2025年半年度权益分派方案为向全体股东每10股派1 元人民币现金(含税)。股权登记日为2025年9月9日,除权除息日为2025年9月10日。 (文章来源:证券日报) ...
【盘中播报】73只股长线走稳 站上年线
Market Overview - The Shanghai Composite Index is at 3757.36 points, with a decline of 1.47% and total A-share trading volume of 20349.66 billion yuan [1] - As of now, 73 A-shares have surpassed their annual line, with notable stocks showing significant deviation rates [1] Notable Stocks - Stocks with the highest deviation rates include: - Aibulu (301259) with a deviation rate of 8.09% and a price increase of 10.22% [1] - Gongxiao Daji (000564) with a deviation rate of 8.06% and a price increase of 8.56% [1] - Shenglong Co. (603178) with a deviation rate of 6.11% and a price increase of 10.02% [1] - Other stocks with lower deviation rates that have just crossed the annual line include: - Weiguang Biological, Changjiang Electric Power, and Yunnan Tourism [1] Deviation Rate Rankings - The top stocks by deviation rate on September 4 include: - Aibulu (301259): Latest price 47.35 yuan, annual line 43.81 yuan [1] - Gongxiao Daji (000564): Latest price 2.79 yuan, annual line 2.58 yuan [1] - Shenglong Co. (603178): Latest price 20.54 yuan, annual line 19.36 yuan [1] - Additional stocks with notable performance include: - Wufangzhai (603237) with a deviation rate of 4.78% [1] - Yuanzhu Co. (603886) with a deviation rate of 3.50% [1]
立华股份涨2.00%,成交额5469.60万元,主力资金净流入300.71万元
Xin Lang Cai Jing· 2025-09-04 02:26
Company Overview - Lihua Co., Ltd. is located in Wujin District, Changzhou City, Jiangsu Province, established on June 19, 1997, and listed on February 18, 2019. The company primarily engages in the production and sales of yellow feathered chickens, pigs, and meat geese. The revenue composition is as follows: chicken accounts for 75.84%, pigs 23.31%, and geese 0.86% [1]. Stock Performance - As of September 4, Lihua's stock price increased by 2.00%, reaching 19.34 CNY per share, with a trading volume of 54.696 million CNY and a turnover rate of 0.46%. The total market capitalization is 16.193 billion CNY [1]. - Year-to-date, Lihua's stock price has risen by 2.00%, with a slight decline of 0.15% over the last five trading days, a decrease of 5.15% over the last 20 days, and a drop of 1.93% over the last 60 days [1]. Financial Performance - For the first half of 2025, Lihua achieved an operating income of 8.353 billion CNY, representing a year-on-year growth of 7.02%. However, the net profit attributable to shareholders decreased by 74.10% to 149 million CNY [2]. - Since its A-share listing, Lihua has distributed a total of 2.063 billion CNY in dividends, with 1.114 billion CNY distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of Lihua's shareholders is 20,900, a decrease of 3.26% from the previous period. The average number of circulating shares per person increased by 4.91% to 30,104 shares [2]. - Among the top ten circulating shareholders, E Fund's ChiNext ETF (159915) ranks as the ninth largest shareholder, holding 7.6594 million shares, an increase of 627,700 shares compared to the previous period [3].
江苏立华食品集团股份有限公司 2025年第一次临时股东会决议公告
Group 1 - The company held its first extraordinary general meeting of shareholders in 2025 on September 3, 2025, with a total of 127 shareholders present, representing 587,932,579 shares, which is 70.2202% of the total shares [3][4][6] - The meeting adopted a combination of on-site and online voting methods, with specific time slots for online voting [4][3] - The meeting's agenda and resolutions complied with the relevant laws and regulations, as well as the company's articles of association [4][9][28] Group 2 - The resolution to change the registered capital and amend the articles of association was approved with 99.9557% of the votes in favor [7][9] - The resolutions regarding the revision and establishment of corporate governance systems were also passed, including amendments to the rules for shareholder meetings and board meetings, with similar high approval rates [10][12][13][16][18][20][22][24][26][28] Group 3 - The company announced a cash dividend distribution plan, proposing to distribute 1.00 yuan per 10 shares, totaling 83,726,964.10 yuan, based on a total share capital of 837,269,641 shares [38][41] - The record date for the dividend distribution is set for September 9, 2025, with the ex-dividend date on September 10, 2025 [42][43] Group 4 - The company appointed Wang Bao as the employee director during the employee representative meeting held on September 3, 2025, following the resignation of non-independent director Yu Jian [33][34] - Wang Bao's term will last until the end of the current board's term, and he does not hold any shares directly but has been granted restricted stock options [36][37]
立华股份:2025年第一次临时股东会决议公告
Zheng Quan Ri Bao· 2025-09-03 12:42
(文章来源:证券日报) 证券日报网讯 9月3日晚间,立华股份发布公告称,公司2025年第一次临时股东会于2025年9月3日召 开,审议通过了《关于修订的议案》等多项议案。 ...
立华股份(300761) - 关于董事调整暨选举职工董事的公告
2025-09-03 10:46
证券代码:300761 证券简称:立华股份 公告编号:2025-069 一、董事辞职情况 江苏立华食品集团股份有限公司(以下简称公司)董事会于 2025 年 9 月 3 日收到公司非独立董事虞坚先生递交的书面辞职报告。因公司内部工作调整,虞 坚先生申请辞去公司第四届董事会非独立董事职务,辞去上述职务后将继续在公 司担任副总裁、董事会秘书。 虞坚先生的辞职不会导致公司董事会成员低于法定最低人数,辞职报告自送 达董事会时生效。虞坚先生原任期届满之日为 2027 年 7 月 14 日。截至本公告披 露日,虞坚先生直接持有公司股票 90,000 股,通过公司 2022 年及 2024 年限制 性股票激励计划获授且未归属第二类限制性股票 390,000 股,不存在应履行而未 履行的承诺事项。 二、选举职工董事的情况 为完善公司治理结构,根据《中华人民共和国公司法》《深圳证券交易所创 业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板 上市公司规范运作》等法律法规、规范性文件以及《公司章程》的相关规定,公 司于 2025 年 9 月 3 日上午 9:00 在公司会议室召开了职工代表大会,本次会议选 ...
立华股份(300761) - 2025年第一次临时股东会决议公告
2025-09-03 10:46
证券代码:300761 证券简称:立华股份 公告编号:2025-068 1.召开时间: 江苏立华食品集团股份有限公司(以下简称公司)于 2025 年 8 月 19 日在巨 潮资讯网(http://www.cninfo.com.cn/)刊载了《关于召开 2025 年第一次临时股 东会的通知》(公告编号:2025-065)。公司 2025 年第一次临时股东会现场会 议于 2025 年 9 月 3 日 14:00 在公司会议室召开。 本次股东会网络投票时间为:通过深圳证券交易所交易系统进行网络投票的 具体时间为 2025 年 9 月 3 日 9:15~9:25,9:30~11:30 和 13:00~15:00;通过深圳证 券交易所互联网投票系统进行网络投票的具体时间为2025年9月3日9:15~15:00 期间的任意时间。 2.现场会议召开地点:常州市武进区牛塘镇漕溪路 66 号 A 座 1 楼会议室。 江苏立华食品集团股份有限公司 2025年第一次临时股东会决议公告 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。 特别提示: 1、本次会议是否有否决议案:无。 2、 ...
立华股份(300761) - 北京市中伦律师事务所关于江苏立华食品集团股份有限公司2025年第一次临时股东会的法律意见书
2025-09-03 10:46
北京市中伦律师事务所 关于江苏立华食品集团股份有限公司 2025 年第一次临时股东会的 法律意见书 致:江苏立华食品集团股份有限公司 根据《中华人民共和国公司法》(以下简称《公司法》)、《中华人民共和 国证券法》及中国证券监督管理委员会发布的《上市公司股东会规则》等规定, 北京市中伦律师事务所(以下简称本所)接受江苏立华食品集团股份有限公司(以 下简称公司)的委托,指派本所律师对公司 2025 年第一次临时股东会(以下简 称本次股东会)进行见证并就相关事项出具本法律意见书。 为出具本法律意见书,本所律师查阅了公司提供的相关文件,包括但不限于: 1. 现行《江苏立华食品集团股份有限公司章程》(以下简称《公司章程》); 2. 公司于 2025 年 8 月 19 日刊登在深圳证券交易所网站(www.szse.cn)、 巨潮资讯网(www.cninfo.com.cn)的第四届董事会第七次会议决议公告、关于召 开本次股东会的通知; 3. 公司本次股东会股权登记日(2025 年 8 月 28 日)的股东名册、出席现场 会议的股东的到会登记记录及凭证资料; 4. 公司本次股东会的会议文件。 1 法律意见书 在本法律意见书中 ...