Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 0.56% to 3686.34 points, reaching a new high since December 2021 [1] - The Shenzhen Component Index rose by 1.47%, and the ChiNext Index increased by 2.81% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 13,283 billion yuan, an increase of 1,181 billion yuan compared to the previous day, with over 2,600 stocks rising [1] Sector Performance - The securities sector saw a comprehensive increase, with Changcheng Securities and Guosheng Financial Holdings hitting the daily limit [1] - The liquid cooling server sector continued to strengthen, with Feilong Co., Zhunchong Technology, and Dayuan Pump Industry also hitting the daily limit [1] - The pharmaceutical sector collectively rose, with Shouyao Holdings hitting the daily limit and Meidi West rising over 11%, marking the first appearance of drugs under the "dual directory" of medical insurance [1] - The military industry stocks experienced a broad increase, with Changcheng Military Industry achieving seven consecutive limits in ten days and Fenghuo Electronics hitting the daily limit [1] Declining Sectors - The breeding industry sector declined, with Xiaoming Co. falling over 5% and Minhe Holdings dropping over 3% [1] - The port and shipping stocks generally fell, with Lianyungang dropping over 4%, and both China National Offshore and Ningbo Maritime falling over 3% [1]

Group 1 - The A-share market for chicken industry stocks experienced a significant rally, with companies like Xiaoming Co. rising nearly 14%, Minhe Co. up over 8%, and Yisheng Co. increasing by nearly 6% [1] - The price of white feather chicken has seen extreme fluctuations, dropping below 3 yuan per jin in early July, leading to deep losses in the industry. To mitigate excess supply, some breeding farms have resorted to extreme measures such as culling breeding chickens [1] - By August, the price of毛鸡 surged to a peak of 3.7 yuan per jin, while chick prices skyrocketed from 1.5 yuan per chick to 4.2 yuan per chick, marking an increase of 180%. The demand for chicks remains high despite the price surge [1] - Since July, domestic chick prices have entered a rising trend, with a staggering increase of 300% in Shandong, a major meat chicken production province, over just a month [1]

Core Viewpoint - The Chinese livestock industry is experiencing a phase of high pig production capacity, prompting the Ministry of Agriculture and Rural Affairs to implement comprehensive production capacity regulation to mitigate risks of price volatility and overproduction [1][2]. Group 1: Market Performance - As of August 12, 2025, the CSI Livestock Breeding Index (930707) increased by 0.68%, with notable gains from companies such as Xiaoming Co. (300967) up 6.50%, Minhe Co. (002234) up 6.19%, and Yisheng Co. (002458) up 3.28% [1]. - The Livestock ETF (159867) rose by 0.46%, marking its third consecutive increase, with the latest price at 0.65 yuan [1]. Group 2: Policy and Regulation - The Ministry of Agriculture and Rural Affairs has announced plans to guide the reduction of approximately 1 million breeding sows to prevent production fluctuations and price instability [1]. - A meeting held on July 23 emphasized strict implementation of production capacity regulation measures, including the rational elimination of breeding sows and control of new production capacity [1]. Group 3: Industry Outlook - Recent policies are expected to accelerate the elimination of inefficient production capacity in the industry, potentially leading to a long-term increase in pig prices, benefiting low-cost and high-quality pig enterprises [1]. - The top ten weighted stocks in the CSI Livestock Breeding Index account for 64.83% of the index, indicating a concentrated market structure [2].

Group 1 - The poultry concept stocks experienced a rise, with Xiaoming Co., Ltd. increasing by over 11% [1] - Minhe Co., Ltd. saw an increase of nearly 6% [1] - Yisheng Co., Ltd. and Xiangjia Co., Ltd. both rose by nearly 3% [1]

Group 1 - Xiaoming Co. experienced a surge of over 10% in stock price on August 11 [1] - Other companies such as Minhe Co., Yisheng Co., Xiangjia Co., Xiantan Co., Shengnong Development, Huaying Agriculture, and Lihua Co. also saw an increase in their stock prices [1]

Core Viewpoint - Ningxia Xiaoming Agricultural and Animal Husbandry Co., Ltd. reported a decrease in chicken product sales in July 2025 compared to the previous month, but a year-on-year increase, indicating seasonal market dynamics and potential for growth in the upcoming months [1][2]. Group 1: Sales Performance - In July 2025, the company sold 19.93 million chickens, generating revenue of 75.14 million yuan, with month-on-month declines of 13.60% and 22.35%, respectively, but year-on-year increases of 18.93% and 54.11% [1]. - For the year 2024, the company sold a total of 229.92 million chickens, averaging 19.16 million chickens sold per month [2]. - From August 2024 to July 2025, the company sold 293.25 million chickens, with an average monthly sale of 24.44 million chickens, showing a clear upward trend [2]. Group 2: Market Dynamics - The company operates in a traditional off-peak season for the egg-laying chicken industry, but the breeding sector continues to see strong demand, leading to increased sales of chick products year-on-year [1]. - Factors such as the return of cooler temperatures, extended egg storage times, and increased demand from the upcoming Mid-Autumn Festival and school openings are expected to boost market demand [1]. Group 3: Business Strategy and Development - The company focuses on building a robust market service system, enhancing customer relationship management, and providing tailored technical support to improve customer loyalty [3]. - Future strategies include optimizing the scale and structure of the egg-laying chicken industry, improving product quality, and expanding into new business areas such as non-cage egg sales and premix feed production [3]. - The company aims to create a new ecosystem for industry development through collaboration and strategic partnerships, particularly with small and medium-sized farmers [3].

证券代码：300967 证券简称：晓鸣股份 公告编号：2025-113 宁夏晓鸣农牧股份有限公司 2025 年 7 月鸡产品销售情况简报 三、鸡产品销售情况汇总 | 2025 | 年 | 5 | 月 | 2,324.75 | 13,117.22 | 10,085.81 | 56,393.24 | 4.34 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025 | 年 | 6 | 月 | 2,306.41 | 15,423.63 | 9,676.33 | 66,069.57 | 4.20 | | 2025 | 年 | 7 | 月 | 1,992.76 | 17,416.39 | 7,514.05 | 73,583.62 | 3.77 | 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 7 月鸡产品销售情况 宁夏晓鸣农牧股份有限公司（以下简称"公司"）2025 年 7 月销售鸡产品 1,992.76 万羽，销售收入 7,514.05 万元，环比变动分别为-13.60%、- ...

证券之星消息，8月5日养殖业板块较上一交易日上涨0.8%，圣农发展领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002299 | 圣农发展 | 16.72 | 2.70% | 21.67万 | | 3.61亿 | | 002234 | 民和股份 | 8.98 | 2.28% | 9.40万 | | 8429.07万 | | 300967 | 晓鸣股份 | 20.28 | 2.27% | 10.80万 | | 2.18亿 | | 002321 | 华英农业 | 2.60 | 1.96% | 38.94万 | | 1.01亿 | | 002458 | 益生股份 | 9.01 | 1.81% | 15.42万 | | 1.39亿 | | 002746 | 仙坛股份 | 6.30 | 1.29% | 15.54万 | | 9776.42万 | | 0029 ...

证券日报网讯 8月4日晚间，晓鸣股份发布公告称，截至2025年7月31日，公司通过回购专用证券账户以 集中竞价交易方式累计回购股份数量为1，893，500股，占公司总股本的1.0095%。 （文章来源：证券日报） ...

Core Viewpoint - Xiaoming Co., Ltd. (300967.SZ) announced a share buyback program, indicating a commitment to enhancing shareholder value through capital management [1] Summary by Relevant Categories Share Buyback Details - As of July 31, 2025, the company has repurchased a total of 1,893,500 shares, which represents 1.0095% of the total share capital [1] - The shares were acquired through a centralized bidding trading method [1] - The lowest purchase price was 11.23 RMB per share, while the highest was 19.18 RMB per share [1] - The total amount spent on the buyback was approximately 21.963 million RMB, excluding transaction fees [1]