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]

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]

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].

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]

Group 1 - The company Lihua Co., Ltd. announced the convening of its first extraordinary general meeting of shareholders for 2025 on September 3, 2025 [2] - The meeting will review and approve multiple proposals, including the proposal for amendments [2]