证券代码：300761 证券简称：立华股份 公告编号：2025-070 江苏立华食品集团股份有限公司 2025年半年度权益分派实施公告 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）2025 年半年度权益分派 方案已获 2025 年 5 月 13 日召开的 2024 年年度股东会授权，经公司第四届董事 会第七次会议审议通过，现将权益分派事宜公告如下： 一、股东会审议通过利润分配方案等情况 4、本次实施分配方案距离公司董事会审议通过的时间未超过两个月。 二、权益分派方案 公司 2025 年半年度权益分派方案为：以公司现有总股本 837,269,641 股为基 数，向全体股东每 10 股派 1.000000 元人民币现金（含税；扣税后，通过深股通 持有股份的香港市场投资者、境外机构（含 QFII、RQFII）以及持有首发前限售 股的个人和证券投资基金每 10 股派 0.900000 元；持有首发后限售股、股权激励 限售股及无限售流通股的个人股息红利税实行差别化税率征收，本公司暂不扣缴 1 个人所得税，待个人转让股票时， ...

Market Overview - The aquaculture sector experienced a decline of 1.98% on September 3, with *ST Tianshan leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Stock Performance - Key stocks in the aquaculture sector showed significant declines, with *ST Tianshan closing at 8.46, down 4.94% on a trading volume of 86,700 shares and a transaction value of 73.35 million yuan [1] - Other notable declines included: - Xiaoming Co., down 3.65% to 24.31 [1] - Fucheng Co., down 3.43% to 5.07 [1] - Lihua Co., down 3.36% to 18.96 [1] - Juxing Agriculture, down 3.27% to 20.38 [1] Capital Flow - The aquaculture sector saw a net outflow of 329 million yuan from institutional investors, while retail investors contributed a net inflow of 294 million yuan [1] - The following stocks had notable capital flows: - Jingjidu Agriculture had a net inflow of 23.77 million yuan from institutional investors, but a net outflow from retail investors of 17.67 million yuan [2] - Huaying Agriculture saw a net inflow of 11.67 million yuan from institutional investors, with retail investors also experiencing a net outflow [2] - Wens Foodstuff Group had a minor net inflow of 6.37 million yuan from institutional investors, but retail investors faced a net outflow of 10.48 million yuan [2]

Core Insights - On September 1, 2023, brokerage firms provided target prices for listed companies, with significant increases noted for Zhuhai Gree, Anhui Energy, and Fulian Precision, showing target price increases of 54.55%, 42.86%, and 40.28% respectively, all within the battery and power sectors [1]. Group 1: Target Price Increases - Zhuhai Gree (688772) received a target price of 34.00 yuan, reflecting a 54.55% increase [2]. - Anhui Energy (000543) has a target price of 10.30 yuan, indicating a 42.86% increase [2]. - Fulian Precision (300432) was assigned a target price of 21.00 yuan, showing a 40.28% increase [2]. Group 2: Additional Companies with Notable Increases - Double Star New Materials (002585) has a target price of 7.80 yuan, with a 39.78% increase [3]. - Zhonglun New Materials (301565) received a target price of 33.00 yuan, reflecting a 38.36% increase [3]. - Jack Shares (603337) has a target price of 66.00 yuan, indicating a 37.47% increase [3]. Group 3: Brokerage Recommendations - A total of 39 listed companies received brokerage recommendations on September 1, 2023, with Double Star New Materials, China National Freight, and Postal Savings Bank each receiving one recommendation [3]. - Zhonglun New Materials was given a "Buy" rating in its first coverage by Citic Securities [3].

Market Overview - The Shanghai Composite Index closed at 3844.84 points, with a decline of 0.79% [1] - The total trading volume of A-shares reached 1,930.44 billion yuan [1] Stocks with Death Cross - A total of 43 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Zhongma Transmission (603767) with a distance of -3.93% [1] - Jifeng Technology (300022) with a distance of -1.30% [1] - Canqin Technology (688182) with a distance of -1.28% [1] Individual Stock Performance - Zhongma Transmission (603767) saw a decrease of 0.82% with a latest price of 29.01 yuan, which is 8.91% below the 10-day moving average [1] - Jifeng Technology (300022) decreased by 2.12%, latest price at 8.30 yuan, 4.39% below the 10-day moving average [1] - Canqin Technology (688182) dropped by 6.45%, latest price at 25.68 yuan, 7.56% below the 10-day moving average [1] - Other notable declines include: - Meiai Technology (688376) down 4.72% [1] - Jingxin Pharmaceutical (002020) down 2.82% [1] - Zhongyuan Media (000719) down 1.36% [1] Additional Stocks with Death Cross - Other stocks showing a death cross include: - Guomai Technology (002093) down 5.22% [2] - Nanfang Pump Industry (300145) down 5.30% [2] - ST Diweixun (300167) down 1.59% [2] - Aerospace Development (000547) down 3.00% [2] - The performance of these stocks indicates a broader trend of declining prices among companies experiencing a death cross [2]

行业概览 年初以来饲料价格持续处于下降通道，整体驱动养殖成本持续改善。从养殖品种来看，生猪价格同比去年基本持平， 但是饲料成本的下降以及规模场出栏量的提升驱动盈利改善；禽养殖板块来看，年初以来禽类价格表现相对低迷，但 是全产业链角度看实现稳定利润。农产品方面，今年大宗农产品整体供需格局走向宽松，主要农产品价格已经跌至底 部区间，原材料成本的下降驱动养殖板块的利润提升。2025H1 农林牧渔板块实现营业收入为 6148 亿元，同比+6.12%， 板块营收端增长主要系养殖企业规模增长推动；实现归母净利润 270 亿元，同比+198%，主要系生猪养殖板块扭亏为 盈带动整体利润好转。2025Q2 板块实现营业收入 3240 亿元，同比+7.66%，实现归母净利润 136 亿元，同比+27.50%， 养殖成本的下降带动养殖板块盈利同比大幅好转。 生猪养殖 2024 年生猪供给减少，全年生猪价格表现出较强的季节性且行业实现较好盈利，虽然 10 月份以后生猪价格持续下行， 但是行业整体处于盈利状态，产能持续增加。2025 年初以来生猪价格整体呈现底部震荡趋势，虽然中间生猪价格短时 出现反弹，但是在供给较为充足的背景下，生猪 ...

Market Performance - The aquaculture sector increased by 0.5% on August 29, with Lihua Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Individual Stock Performance - Lihua Co., Ltd. (300761) closed at 19.79 with a rise of 2.17% and a trading volume of 118,100 shares, totaling a transaction value of 233 million [1] - Wens Foodstuff Group Co., Ltd. (300498) closed at 18.19, up 1.56%, with a trading volume of 875,300 shares and a transaction value of 1.594 billion [1] - Muyuan Foods Co., Ltd. (002714) closed at 54.96, up 0.84%, with a trading volume of 408,100 shares and a transaction value of 2.240 billion [1] - Other notable stocks include Juxing Agriculture (603477) with a 0.71% increase and Zhengbang Technology (002157) with a 0.66% increase [1] Capital Flow - The aquaculture sector experienced a net outflow of 275 million from institutional investors, while retail investors saw a net inflow of 295 million [2][3] - Major stocks like Zhengbang Technology (002157) had a net inflow of 47.97 million from institutional investors, while Muyuan Foods (002714) had a net inflow of 38.17 million [3] - Conversely, stocks like Xiaoming Co., Ltd. (300967) and New Hope Liuhe Co., Ltd. (000876) faced net outflows from both institutional and retail investors [3]

本报讯大商所8月28日发布公告，根据《大连商品交易所指定交割仓库管理办法》《大连商品交易所指 定交割仓库资格与监督管理规定》《大连商品交易所集团交割库资格与监督管理规定》等有关规定，经 研究决定，增加泗阳德康农牧有限公司为四川德康农牧食品集团股份有限公司的集团交割库分库，增加 广西农垦永新畜牧集团盛塘牧业有限公司为生猪非集团交割库。上述生猪集团交割库的分库和非集团交 割库具有指定车板交割场所资格。 根据公告，原"江苏立华牧业股份有限公司"变更名称为"江苏立华食品集团股份有限公司"。原江苏立华 牧业股份有限公司承担的大商所生猪指定交割仓库权利和义务由江苏立华食品集团股份有限公司承继。 (齐宣) ...

Core Viewpoint - The announcement from Lihua Co., Ltd. (立华股份) indicates a change in shareholder equity due to the reduction of shares by the actual controller and its concerted parties, which has triggered a change in the holding ratio by 1% [1] Shareholder Reduction - The actual controller Cheng Lili and Benteng Livestock reduced their holdings by 8,318,500 shares from July 30, 2025, to August 26, 2025, resulting in a reduction ratio of 0.99% [1] - The weighted average price of Lihua shares during this period was 19.978 yuan per share, leading to a total cash-out of approximately 166.19 million yuan [1] Previous Disclosure - On June 30, 2025, Lihua Co. disclosed a plan for Cheng Lili and Benteng Livestock to reduce their holdings by up to 25,118,000 shares, which represents 3.00% of the company's total share capital [3] - The current reduction aligns with previously disclosed commitments and intentions, and the reduction quantity is within the announced plan [3] Company Background - Lihua Co. was listed on February 18, 2019, with an initial public offering of 41.28 million shares at a price of 29.35 yuan per share [3] - The total funds raised from the IPO amounted to 1.212 billion yuan, with a net amount of 1.150 billion yuan intended for various integrated poultry and feed projects [3] Fundraising and Financials - The total fundraising from the IPO and a 2022 private placement reached 2.482 billion yuan [5] - The issuance costs for the IPO were approximately 61.57 million yuan, with underwriting and sponsorship fees accounting for 36.35 million yuan [4]

Group 1 - The core viewpoint of the articles indicates that Lihua Co., Ltd. has experienced fluctuations in stock price and trading volume, with a recent decline of 2.00% to 20.09 CNY per share, and a total market capitalization of 16.82 billion CNY [1] - Lihua Co., Ltd. has seen a year-to-date stock price increase of 5.96%, with a 3.82% rise over the last five trading days and a 2.81% increase over the last 20 days [2] - The company primarily engages in the production and sales of yellow feather chickens, pigs, and meat geese, with chicken revenue accounting for 75.84% of total revenue, pig revenue at 23.31%, and goose revenue at 0.86% [2] Group 2 - As of June 30, 2025, Lihua Co., Ltd. reported a revenue of 8.353 billion CNY, reflecting a year-on-year growth of 7.02%, while the net profit attributable to shareholders decreased by 74.10% to 149 million CNY [2] - The company has distributed a total of 1.979 billion CNY in dividends since its A-share listing, with 1.030 billion CNY distributed over the past three years [3] - Institutional holdings show that as of June 30, 2025, the top ten circulating shareholders include E Fund's ChiNext ETF, which increased its holdings by 627,700 shares to 7.6594 million shares [3]

限合伙） 常州市天鸣农业技术服务中心（有 限合伙） 常州市聚益农业技术服务中心（有 限合伙） 常州市昊成牧业技术服务中心（有 证券代码：300761 证券简称：立华股份 公告编号：2025-066 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）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。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 本次权益变动系因江苏立华食品集团股份有限公司（以下简称公司）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，导致实际控制人及 其一致行动人合计持股比例累计变动触及 1%整数倍。具体公告如下： 信息披露义务人一 程立力 住所 常州市武进区延政西大道 权益变动时间 2025年7月30日-2025年8月26日 信息披露义务人二 常州市奔腾牧业技术服务中心（有限合伙） 住所 常州西太湖科技产业园兰香路8号1号楼201室 权益变动时间 2025年7月30日-2025年8月26日 股票简称 立华股份 ...