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%。 ...

Group 1 - The poultry concept sector experienced a decline of 1.12%, ranking among the top losers in the market, with notable declines in companies such as Wens Foodstuffs, Xiaoming Co., and Shennong Development [1][2] - The poultry sector saw a net outflow of 299 million yuan from major funds today, with 19 stocks experiencing net outflows, and 11 stocks seeing outflows exceeding 10 million yuan [2][3] - Wens Foodstuffs led the net outflow with 69.59 million yuan, followed by Tiankang Biological, Tangrenshen, and Lihua Co., with net outflows of 33.68 million yuan, 27.93 million yuan, and 26.47 million yuan respectively [2][3] Group 2 - The top stocks with net outflows in the poultry sector included Wens Foodstuffs (-2.06%), Tiankang Biological (-1.66%), and Tangrenshen (-0.81%), with respective turnover rates of 0.95%, 2.15%, and 2.93% [3][4] - Other companies in the poultry sector that experienced declines include New Hope (-1.00%), Giant Star Agriculture (-1.26%), and Xiaoming Co. (-1.94%), with varying turnover rates [3][4] - Conversely, stocks such as Huaying Agriculture, Chunxue Food, and Hefeng Co. saw net inflows of 6.70 million yuan, 5.44 million yuan, and 4.36 million yuan respectively, indicating some positive movement within the sector [2][4]

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].