证券代码：300761 证券简称：立华股份 公告编号：2025-073 江苏立华食品集团股份有限公司 关于使用自有资金进行委托理财的进展公告 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。 江苏立华食品集团股份有限公司（以下简称公司）于 2025 年 4 月 21 日召开 第四届董事会第五次会议，审议通过《关于委托理财额度预计的议案》：为提高 资金使用效率、增加股东回报，在保证日常经营运作资金需求、有效控制投资风 险的情况下，公司及子公司拟使用自有资金进行委托理财，预计总额度不超过人 民币 30 亿元。在上述额度范围内，资金可以滚动使用，但在期限内任一时点的 交易金额（含前述投资的收益进行再投资的相关金额）不应超过总额度。使用期 限自第四届董事会第五次会议审议通过之日起至 2025 年年度股东会止。 截至 2025 年 6 月 25 日前发生的委托理财事项已经披露，根据《深圳证券交 易所创业板股票上市规则》的规定，相关金额不再纳入累计计算范围。自 2025 年 6 月 26 日起至本公告日止，公司使用闲置自有资金进行委托理财的发生额已 累计达到人民币 113, ...

证券之星消息，9月15日养殖业板块较上一交易日上涨2.17%，立华股份领涨。当日上证指数报收于 3860.5，下跌0.26%。深证成指报收于13005.77，上涨0.63%。养殖业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002321 | 华英农业 | 2.87 | -1.03% | 56.47万 | 1.62亿 | | 002299 | 圣农发展 | 17.55 | -0.28% | 14.64万 | 2.56亿 | | 600965 | 福成股份 | 5.32 | 0.57% | 18.36万 | 9822.82万 | | 000735 | 罗牛山 | 6.59 | 0.76% | 40.73万 | 2.67亿 | | 002458 | 益生股份 | 9.16 | 0.88% | 11.48万 | 1.05亿 | | 002157 | 正邦科技 | 3.20 | 0.95% | 196.68万 | 6.26亿 | | 002746 | 仙坛股份 | 6.57 | ...

Core Viewpoint - The article discusses the performance of the stock market on September 15, highlighting mixed results among major indices and sector performances, with a focus on active sectors like gaming and pork, while noting the underperformance of certain materials sectors [2][5][10]. Market Performance - The three major indices closed with mixed results: Shanghai Composite Index at 3860.5 points, down 0.26%; Shenzhen Component Index at 13005.77 points, up 0.63%; and ChiNext Index at 3066.18 points, up 1.52% [2][3]. - The total trading volume in the Shanghai and Shenzhen markets was 2.28 trillion yuan, a decrease of 245.8 billion yuan from the previous trading day, with over 3300 stocks declining and more than 1900 stocks rising [2][3]. Sector Performance - Active sectors included pork (+2.82%), gaming (+3.65%), and automotive parts, while superconductors and retail concepts showed weak performance [5][6]. - Notable stocks in the gaming sector included Xinghui Entertainment, which hit a 20% limit up, and Perfect World, which also reached the limit up, with several other gaming stocks rising over 6% [6]. - In the pork sector, stocks like Delisi and Aonong Biological reached their daily limit, while Tiankang Biological rose over 8% [7]. Capital Flow - Main capital inflows were observed in the automotive, electric equipment, and machinery sectors, while there were outflows from electronics, communications, and defense sectors [10]. - Specific stocks with significant net inflows included BYD, Top Group, and Zhongdali De, with net inflows of 840 million yuan, 716 million yuan, and 700 million yuan respectively [11]. - Conversely, stocks like Northern Rare Earth, Wolong Electric Drive, and Zhongji Xuchuang faced substantial net outflows of 2.01 billion yuan, 1.83 billion yuan, and 1.386 billion yuan respectively [12]. Institutional Views - Citic Securities noted that the market is entering a high-level consolidation phase, with macro trading becoming a significant variable affecting market direction [14]. - Huatai Securities expressed a positive mid-term outlook for the domestic fundamentals, suggesting maintaining a high position while focusing on cost-effectiveness and industry prosperity [14].

Group 1 - The agricultural sector saw a significant rise on the 15th, with notable performance from pork stocks, including companies like Delisi (002330) and Aonong Biological (603363) hitting the daily limit, while Lihua (300761) and Tiankang Biological (002100) rose over 8% [1] - The average weight of pigs sold last week was 128.32 kg per head, with a slowdown in the selling pace due to falling prices and cooler weather, which may lead to a temporary rebound in pig prices [1] - Since May, piglet prices have been declining as the corresponding selling time falls into the off-season next year, leading to decreased purchasing enthusiasm [1] Group 2 - Current pig prices have led to losses for companies with poor cost structures, prompting them to reduce production capacity, while supply pressure remains significant [2] - If the industry can orderly adjust capacity, a decrease in the number of breeding sows is expected, potentially raising the mid-term profitability of the industry [2] - After a period of adjustment, valuations of pig farming companies are at a bottom range, with leading companies still achieving good profitability and improving balance sheets [2] - The industry is expected to stabilize at a low point, with leading firms benefiting from cost advantages and increasing market share despite supply pressures [2] - The pig farming industry still has a promising mid-term profit margin, with many companies having expanded capacity poorly post-African swine fever, leading to significant cost variances [2]

Group 1 - The pork stocks continued to strengthen in the afternoon, with Longda Meishi hitting the daily limit [1] - Aonong Bio and Delisi previously reached the limit, while Tiankang Bio, Lihua Stock, Huadong Stock, Jinxin Agricultural, and Haida Group followed suit with gains [1]

Group 1 - The poultry industry is experiencing a price recovery, with prices for fast, medium, and slow chickens rising by 39%, 36%, and 22% respectively from June lows, driven by supply clearance and demand recovery [1] - A specific company's yellow chicken business achieved a breakeven cost of 5.6 yuan per pound in August, marking a turnaround in monthly performance [1] - The pig farming market is facing increased supply pressure, leading to price declines, with a target of 2 million pigs to be marketed by 2025, representing a 54% growth [1] Group 2 - The cost of pig farming in August was reported at 6.3 yuan per pound, with the cost of piglets dropping below 280 yuan per head [1] - As of September 15, 2023, the livestock ETF (159867.SZ) rose by 0.87%, and the related index, the CSI Livestock Index, increased by 1.01% [1] - Key stocks in the sector, such as Haida Group, Muyuan Foods, and Tiankang Biological, saw price increases of 2.62%, 1.95%, and 5.78% respectively [1] Group 3 - The pig farming industry is under pressure from declining prices due to supply release, with potential long-term risks from feed ingredient price fluctuations [3] - Major feed companies are expected to see significant sales growth in the first half of 2025, benefiting from a recovery in downstream farming volumes [3] - Haida Group reported a 26% year-on-year increase in feed sales, with a 40% increase in overseas sales, supporting its performance [3]

Group 1 - The core viewpoint of the news is that the livestock sector is experiencing a positive trend due to capacity regulation policies, leading to a rise in related stocks and ETFs [1] - The Ministry of Agriculture and Rural Affairs, along with the National Development and Reform Commission, is holding a meeting on September 16 to discuss pig production capacity regulation with 25 companies, including major players like Muyuan, Wens, and New Hope [1] - Recent policies aimed at controlling new production capacity are helping the industry move away from low-price competition, guiding pig prices into a reasonable profit range [1] Group 2 - The livestock ETF is currently trading at a low price-to-earnings ratio (PE-TTM) of 14.95, which is below 80.76% of the time over the past three years, indicating a high safety margin [2] - There is potential for the livestock sector to experience a rebound if funds shift from high-performing technology stocks to lower-valued sectors [2]

Group 1 - The stocks of Delisi, Aonong Biological, and Tiankang Biological experienced significant increases, with Delisi hitting the daily limit, Aonong Biological rising over 9%, and Tiankang Biological increasing over 6% [1] - Other companies in the sector, including Lihua Stock, Jinxin Agricultural, Shennong Group, and Haida Group, also saw their stock prices surge [1]

Group 1 - The core viewpoint of the news is that Lihua Co., Ltd. experienced a 5% increase in stock price, reaching 24.34 yuan per share, with a trading volume of 355 million yuan and a turnover rate of 2.37%, resulting in a total market capitalization of 20.379 billion yuan [1] - Lihua Co., Ltd. is primarily engaged in the production and sales of yellow feathered chickens, pigs, and meat geese, with revenue composition being 75.84% from chickens, 23.31% from pigs, and 0.86% from geese [1] - The company was established on June 19, 1997, and was listed on February 18, 2019, located in Wujin District, Changzhou City, Jiangsu Province [1] Group 2 - Xiyin Fund has a significant holding in Lihua Co., Ltd., with its fund "Xiyin Smart Consumer Mixed A" holding 142,800 shares, accounting for 3.29% of the fund's net value, ranking as the eighth largest holding [2] - The fund has achieved a year-to-date return of 29.34% and a one-year return of 59.24%, with a total fund size of 21.0632 million [2] - The fund manager, Yuan Zuodong, has a tenure of 5 years and 211 days, with the fund's best return during his tenure being 63.57% and the worst being 14.61% [2]

Group 1 - Pork stocks experienced a volatile surge on September 15, with Delisi hitting the daily limit up [1] - Aonong Biological rose over 9%, while Tiankang Biological increased by more than 6% [1] - Other companies such as Lihua Stock, Jinxinnong, Shennong Group, and Haida Group also saw significant gains [1]