每经AI快讯，晓鸣股份（SZ 300967，收盘价：23.74元）9月24日晚间发布公告称，公司于近日收到公 司股东厦门辰途、辰途第一产业基金、谢诺投资出具的《关于减持期限届满暨减持结果的告知函》，本 次股份减持计划的减持时间已届满。减持期间，公司股东厦门辰途、辰途第一产业基金、谢诺投资共减 持公司股份约497万股，减持股份占公司总股份为2.65%。 2024年1至12月份，晓鸣股份的营业收入构成为：养殖业占比99.96%，其他业务占比0.04%。 截至发稿，晓鸣股份市值为45亿元。 每经头条（nbdtoutiao）——"9·24"一周年，A股总市值破116万亿元！四大变革重塑中国资本市场新生 态 （记者 曾健辉） ...

减持结果的公告 股东广州谢诺辰途股权投资管理有限公司——厦门辰途创业投资合伙企业 （有限合伙）及其一致行动人广州谢诺辰途股权投资管理有限公司——辰途第一 产业股权投资基金、广州谢诺投资集团有限公司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。 宁夏晓鸣农牧股份有限公司（以下简称"公司"）于 2025 年 5 月 30 日披露 了《关于合计持股 5%以上股东减持股份的预披露公告》（公告编号：2025-085）， 股东广州谢诺辰途股权投资管理有限公司——厦门辰途创业投资合伙企业（有限 合伙）（以下简称"厦门辰途"）及其一致行动人广州谢诺辰途股权投资管理有 限公司——辰途第一产业股权投资基金（以下简称"辰途第一产业基金"）、广 州谢诺投资集团有限公司（以下简称"谢诺投资"）自上述公告披露之日起 15 个交易日后的 3 个月内以集中竞价和/或大宗交易方式合计减持本公司股份不超 过 5,570,246 股（占当期公司总股本比例为 2.97%，占当期剔除回购专用账户股 份数量后公司总股本的 3.00%）。 2025 年 ...

Macro Economic Overview - The "14th Five-Year Plan" emphasizes the use of more proactive fiscal policies to support employment and foreign trade, and to improve people's livelihoods [3][4] - Recent policies focus on industrial internet applications and the development of new energy sectors, indicating a shift towards digitalization and innovation [3][4] Fixed Income Market - As of August 2025, the total bond custody amount reached 174.54 trillion yuan, with a net increase of 15,060.06 million yuan, indicating a slight decrease in growth compared to previous months [9][10] - The leverage ratio in the bond market slightly increased to 106.88%, reflecting a cautious optimism in the market [13][14] Pharmaceutical Industry - The pharmaceutical sector is entering a new growth phase driven by innovation and optimization of centralized procurement, with major companies like Heng Rui Pharmaceutical and China Biologic Products showing robust revenue growth [17][18] - The recent adjustments in the national medical insurance directory are expected to benefit innovative drugs, leading to potential rapid growth for companies involved [18][19] Non-Bank Financial Sector - The performance of non-bank financial companies is primarily driven by property and equity investments, with significant contributions from the property insurance sector [21][22] - The net profit growth of listed insurance companies improved in the first half of 2025, largely due to the profitability of property insurance [21][24] Agricultural Sector - The price of white feather chicken increased due to supply disruptions and rising demand, with the average selling price reaching 7.17 yuan/kg in August 2025 [30][31] - The egg market faces pressure from high production capacity, limiting the potential for price increases despite some upward movement in prices [32][33] Machinery Industry - The valuation of global robotics companies is being redefined, with Figure's recent funding round valuing the company at 39 billion USD, indicating a bullish outlook for the robotics sector [37][38] - Key components in robotics are expected to see significant valuation increases, with potential PE ratios reaching 200 times as the industry matures [38][39] Consumer Services Sector - The upcoming National Day holiday is expected to boost travel bookings, with a steady increase in pre-booking trends observed [42][45] - The tea and coffee sector continues to show strong performance, with leading brands expanding their market presence despite some overall industry slowdowns [43][45] Real Estate and Construction - China Overseas Property is experiencing growth in both scale and profitability, with projected net profits increasing from 16.1 billion yuan in 2025 to 19.6 billion yuan by 2027 [47][48] - The company is focusing on high-quality expansion and has seen a significant increase in managed area and new contract signings [49][50] Electronics Industry - The domestic high-power server power supply market is growing, with companies like Oulu Tong positioned as leaders in this space, benefiting from the rise of AI applications [51][52] - The demand for higher power server supplies is expected to increase, with new products in development to meet the needs of advanced AI servers [53]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The upward trend in chicken prices is driven by import disruptions and improved demand, while high egg-laying hen capacity may limit the upward potential of egg prices [4][14] - The white feather chicken price increased in August due to supply constraints and demand from back-to-school stocking, with an average selling price of 7.17 yuan/kg, up 0.64 yuan/kg month-on-month [4][14] - The yellow feather chicken price also rose in August, reaching an average of 12.39 yuan/kg, a month-on-month increase of 19.57%, supported by seasonal demand [5][27] - Egg supply pressure remains high, with the average wholesale price of eggs at 6.22 yuan/kg, up 2.30% month-on-month, but the capacity of laying hens continues to limit price increases [36] Summary by Sections White Feather Chicken - In August, the average selling price was 7.17 yuan/kg, with a profit of 0.86 yuan/chicken, marking a recovery from losses [4][14] - The total stock of white feather breeding chickens was 2.1421 million sets, up 2.6% month-on-month [15] Yellow Feather Chicken - The average selling price in August was 12.39 yuan/kg, with a month-on-month increase of 19.57% [5][27] - The total stock of yellow feather breeding chickens was 2.8539 million sets, up 2.11% month-on-month [27] Egg Production - The average price of egg chicks was 3.00 yuan/chick, down 22.08% month-on-month, while the total stock of laying hens reached 1.317 billion, up 1.93% month-on-month [36] Company Performance - Yisheng shares sold 57.9185 million chicks in August, with a selling price of 3.69 yuan/chick, up 1.93% month-on-month [39] - Wen's shares sold 117 million chickens in August, with a revenue of 2.956 billion yuan, reflecting a month-on-month increase of 27.63% [58] - Lihua shares sold 52.5549 million chickens, with a revenue of 1.32 billion yuan, also showing a month-on-month increase of 27.66% [59]

Core Viewpoint - Xiaoming Co., Ltd. experienced a 5.03% decline in stock price, closing at 23.80 CNY per share, with a trading volume of 194 million CNY and a turnover rate of 6.43%, resulting in a total market capitalization of 4.464 billion CNY [1] Company Overview - Xiaoming Co., Ltd. is located in Yinchuan, Ningxia, and was established on July 5, 2011, with its IPO on April 13, 2021. The company primarily engages in the breeding of grandparent and parent generation egg-laying chickens, sales of parent generation chicks, commercial chicks, and related by-products. The revenue composition is as follows: chicken revenue accounts for 87.88%, by-product revenue for 12.10%, and other revenue for 0.02% [1] Shareholder Information - Among the top ten circulating shareholders of Xiaoming Co., Ltd., a fund under Guotai Fund ranks as a significant stakeholder. The Guotai Zhongzheng Livestock Breeding ETF (159865) entered the top ten circulating shareholders in the second quarter, holding 1.0756 million shares, which represents 0.86% of the circulating shares. The estimated floating loss today is approximately 1.3553 million CNY [2] Fund Performance - The Guotai Zhongzheng Livestock Breeding ETF (159865) was established on March 1, 2021, with a current scale of 3.574 billion CNY. Year-to-date, it has achieved a return of 21.09%, ranking 2427 out of 4222 in its category. Over the past year, the return is 40.97%, ranking 2759 out of 3804. Since inception, the fund has incurred a loss of 31.32% [2]

Group 1 - The core viewpoint of the article highlights that in August, the company experienced growth in both sales volume and revenue for chicken products, attributed to an increase in market share and enhanced customer loyalty through improved value chain collaboration and service upgrades [1][3]. - In August, the company sold 21.59 million chickens, generating revenue of 79.90 million yuan, with month-on-month increases of 8.34% in sales volume and 6.34% in revenue, and year-on-year increases of 0.82% in sales volume and 11.73% in revenue [3]. - According to the company's half-year report, in the first half of 2025, chicken product sales reached 154.24 million birds, a year-on-year increase of 64.71%, with sales revenue of 660.70 million yuan, up 131.14%, and chicken product revenue accounting for 87.88% of total revenue, while domestic market share rose to approximately 25% [1].

证券日报网讯9月9日晚间，晓鸣股份（300967）发布公告称，2025年8月销售鸡产品2，159.03万羽，销 售收入7，990.41万元，环比变动分别为8.34%、6.34%，同比变动分别为0.82%、11.73%。 ...

Group 1 - Matrix Co., Ltd. announced that its wholly-owned subsidiary, Anke Technology, introduced a strategic investor, Shenzhen Jifu New Industry Venture Capital Fund, which invested 5 million yuan for a 10% stake [1] - Heng Rui Medicine received approval from the National Medical Products Administration for its Eicosapentaenoic Acid Ethyl Ester Soft Capsule, aimed at reducing triglyceride levels in patients with severe hypertriglyceridemia [1] - Mo Gao Co., Ltd. announced the resignation of its Vice President Jin Baoshan due to job transfer [1] Group 2 - Yao Wang Technology decided to terminate two fundraising projects and will permanently supplement the remaining funds into working capital [2] - Minhe Livestock reported sales of 25.53 million chicklings in August, generating revenue of 86.41 million yuan, with year-on-year growth of 27.60% [2] - Sichuan Jinding announced the resignation of its Director and General Manager Xiong Jifeng due to personal reasons [3] Group 3 - Taiji Group received approval for clinical trials of its Semaglutide Injection, aimed at blood sugar control in type 2 diabetes patients [5] - Jieput announced plans to increase capital in its affiliate, Suidong Intelligent Technology, with an investment of 5 million yuan for a 5% stake [7] - GeLing Deep Vision's controlling shareholders committed not to reduce their shareholdings for six months starting from September 17, 2025 [8] Group 4 - Huafeng Superfiber reported the resignation of its Vice President Liu Cong due to personal reasons [9] - Xiaoming Co., Ltd. reported sales revenue of 79.90 million yuan from chicken products in August, with year-on-year growth of 11.73% [11] - Lion Head Co., Ltd. announced that its application for issuing shares and cash to acquire assets has been accepted by the Shanghai Stock Exchange [12] Group 5 - Jinlong Automobile reported a bus sales volume of 4,074 units in August, a year-on-year increase of 23.6% [43] - Metro Design signed a contract for the Ho Chi Minh City urban rail transit project in Vietnam, with a total amount of 1.754 trillion VND [45] - North New Road and Bridge announced winning a mining construction project worth 504 million yuan [28]

8月受湿热天气等因素影响，鸡蛋市场需求整体偏弱，虽有开学备货等短期提振，但改善幅度有限，蛋 价持续低位运行。鸡蛋市场旺季不旺，养殖处于亏损状态，养殖单位补栏意向不高，养殖单位空栏后多 持观望态度。预计进入9月份，随着立秋后气温回落、食品加工开始启动中秋备货、学校开学集中采购 需求增加等因素提振，市场需求有望迎来季节性增长，但涨幅可能有限。 晓鸣股份（300967）(300967.SZ)发布公告，公司2025年8月销售鸡产品2159.03万羽，销售收入7990.41 万元，环比变动分别为8.34%、6.34%，同比变动分别为0.82%、11.73%。 8月，公司鸡产品销售数量、销售收入同比、环比均实现增长，主要系随着上半年产品市占率的进一步 提升，公司积极构建产业上下游发展新生态，深化价值链协同与服务升级，进一步提升了客户粘性。 ...

8月，公司鸡产品销售数量、销售收入同比、环比均实现增长，主要系随着上半年产品市占率的进一步 提升，公司积极构建产业上下游发展新生态，深化价值链协同与服务升级，进一步提升了客户粘性。 智通财经APP讯，晓鸣股份(300967.SZ)发布公告，公司2025年8月销售鸡产品2159.03万羽，销售收入 7990.41万元，环比变动分别为8.34%、6.34%，同比变动分别为0.82%、11.73%。 8月受湿热天气等因素影响，鸡蛋市场需求整体偏弱，虽有开学备货等短期提振，但改善幅度有限，蛋 价持续低位运行。鸡蛋市场旺季不旺，养殖处于亏损状态，养殖单位补栏意向不高，养殖单位空栏后多 持观望态度。预计进入9月份，随着立秋后气温回落、食品加工开始启动中秋备货、学校开学集中采购 需求增加等因素提振，市场需求有望迎来季节性增长，但涨幅可能有限。 ...