Core Insights - The aquaculture sector experienced a rise of 0.72% on October 10, with Lihua Co. leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Aquaculture Sector Performance - Lihua Co. (300761) closed at 22.95, up 3.52% with a trading volume of 161,900 shares and a transaction value of 368 million yuan [1] - Other notable performers included: - Luoniushan (000735) at 6.49, up 3.34% [1] - Xiaoming Co. (300967) at 22.43, up 2.28% [1] - Minhe Co. (002234) at 8.57, up 2.15% [1] - The overall trading volume and transaction values for various stocks in the aquaculture sector were significant, indicating active market participation [1] Capital Flow Analysis - The aquaculture sector saw a net inflow of 134 million yuan from institutional investors, while retail investors experienced a net outflow of 1.31 billion yuan [2] - The main stocks with significant capital flow included: - Muyuan Foods (002714) with a net inflow of 199 million yuan from institutional investors [3] - Wens Foodstuff Group (300498) with a net inflow of 15.53 million yuan from institutional investors [3] - Retail investors showed a negative trend in net inflows across several stocks, indicating a cautious sentiment among smaller investors [2][3]

Group 1 - The core point of the article is that Xiaoming Co., Ltd. (300967.SZ) reported its chicken product sales and revenue for September 2025, showing a decline in both metrics compared to the previous period and the same period last year [1] Group 2 - In September 2025, the company sold 21.6179 million chickens, which represents a slight increase of 0.13% compared to the previous month [1] - The sales revenue for the same month was 66.1515 million yuan, reflecting a significant decrease of 17.21% month-over-month [1] - Year-over-year, the sales volume decreased by 0.77%, while the revenue saw a more pronounced decline of 18.14% [1]

Group 1 - The core point of the article is that Xiaoming Co., Ltd. (300967.SZ) reported its chicken product sales and revenue for September 2025, showing a decline in both metrics compared to previous periods [1] Group 2 - In September 2025, the company sold 21.6179 million chickens, which represents a slight increase of 0.13% compared to the previous month [1] - The sales revenue for the same period was 66.1515 million yuan, reflecting a significant decrease of 17.21% month-over-month [1] - Year-over-year comparisons show a decline in sales volume by 0.77% and a revenue drop of 18.14% [1]

Core Viewpoint - The company reported stable sales volume of chicken products but experienced significant fluctuations in sales revenue due to the overall supply-demand structure in the industry [1] Group 1: Sales Performance - In September 2025, the company sold 21.6179 million chickens, generating sales revenue of 66.1515 million yuan [1] - The sales volume showed a slight increase of 0.13% month-on-month, while sales revenue decreased by 17.21% [1] - Year-on-year comparisons revealed a decline of 0.77% in sales volume and an 18.14% drop in sales revenue [1] Group 2: Industry Context - The current supply of egg-laying hens in the industry is relatively abundant, leading to cautious expectations among breeding units regarding future market conditions [1] - Adjustments in the replenishment pace have been noted, with chick prices undergoing a reasonable correction [1]

证券代码：300967 证券简称：晓鸣股份 公告编号：2025-153 宁夏晓鸣农牧股份有限公司 2025 年 9 月鸡产品销售情况简报 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 9 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 9 月销售鸡产品 2,161.79 万羽，销售收入 6,615.15 万元，环比变动分别为 0.13%、-17.21%，同 比变动分别为-0.77%、-18.14%。 二、原因说明 2025 年 9 月，公司鸡产品销售数量保持稳定，同比及环比均基本持平，销 售收入出现一定波动，主要受行业整体供需结构影响；当前蛋鸡养殖行业供应较 为充足，养殖单位对后市预期趋于谨慎，补栏节奏有所调整，鸡苗价格随之呈现 合理回调。 三、鸡产品销售情况汇总 | | 月份 | | 销售数量（万羽） | | 销售收入（万元） | | 鸡产品销售 均价（元/羽） | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 当月 | 当年累计 | 当月 ...

格隆汇10月9日丨晓鸣股份(300967.SZ)公布，截至2025年9月30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%，成交的最低价格为11.23元/ 股，成交的最高价格为19.18元/股，支付的总金额为人民币21,963,277.00元（不含交易费用）。上述回 购符合公司回购方案及相关法律法规的要求。 ...

Market Overview - On October 9, the aquaculture sector rose by 0.21% compared to the previous trading day, with *ST Tianshan leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Stock Performance - The top-performing stocks in the aquaculture sector included: - *ST Tianshan: Closed at 8.70, up 4.32% with a trading volume of 64,800 shares and a turnover of 55.68 million yuan [1] - Jingji Dron: Closed at 16.82, up 3.44% with a trading volume of 166,300 shares and a turnover of 276 million yuan [1] - Lihua Co.: Closed at 22.17, up 2.12% with a trading volume of 133,000 shares and a turnover of 288 million yuan [1] Capital Flow - The aquaculture sector experienced a net outflow of 361 million yuan from institutional investors, while retail investors saw a net inflow of 92.07 million yuan [2] - Notable capital flows included: - Shengnong Development: Net inflow of 23.73 million yuan from institutional investors, but a net outflow of 41.17 million yuan from retail investors [3] - Zhengbang Technology: Net inflow of 16.55 million yuan from institutional investors, with a net outflow of 21.71 million yuan from retail investors [3] Summary of Key Stocks - Stocks with significant net inflows from institutional investors included: - *ST Tianshan: 5.84 million yuan, representing 10.50% of total inflow [3] - New Hope: 4.72 million yuan, representing 1.19% of total inflow [3] - Stocks with notable net outflows from retail investors included: - Shengnong Development: -41.17 million yuan, representing -12.38% of total outflow [3] - Zhengbang Technology: -21.71 million yuan, representing -5.89% of total outflow [3]

证券代码：300967 证券简称：晓鸣股份 公告编号：2025-152 宁夏晓鸣农牧股份有限公司 关于回购公司股份的进展公告 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。 宁夏晓鸣农牧股份有限公司（以下简称"公司"）于 2024 年 12 月 20 日召 开第五届董事会第十七次会议、第五届监事会第七次会议，于 2025 年 1 月 10 日召开 2025 年第一次临时股东大会逐项审议通过《关于回购公司股份方案的议 案》，公司将使用自有资金和/或自筹资金通过二级市场以集中竞价交易方式回 购部分公司已在境内发行上市的人民币普通股（A 股）股票，用于实施员工持股 计划或股权激励计划。 本次回购总金额不低于人民币 2,000.00 万元（含）且不超过人民币 4,000.00 万元（含），回购股份的价格不超过 19.74 元/股。具体回购数量以回购期限届 满时实际回购的股份数量为准。本次回购股份的实施期限自公司股东大会审议通 过回购方案之日起 12 个月内。具体内容详见公司 2024 年 12 月 20 日、2025 年 1 月 13 日在巨潮资讯网（http://w ...

| 证券代码：300967 | 证券简称：晓鸣股份 | 公告编号：2025-151 | | --- | --- | --- | | 债券代码：123189 | 债券简称：晓鸣转债 | | 宁夏晓鸣农牧股份有限公司 关于 2025 年第三季度可转债转股情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 一、可转换公司债券基本情况 （一）可转换公司债券发行情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意宁夏晓鸣农牧股 份有限公司向不特定对象发行可转换公司债券注册的批复》（证监许可[2023]253 号）同 意注册。宁夏晓鸣农牧股份有限公司（以下简称"公司"）于 2023 年 4 月 6 日向不特定 对象发行可转换公司债券 3,290,000 张，每张面值为人民币 100 元，募集资金总额为人民 1、证券代码：300967 证券简称：晓鸣股份 2、债券代码：123189 债券简称：晓鸣转债 3、转股价格：19.34 元/股 4、转股期限：2023 年 10 月 12 日至 2029 年 4 月 5 日 币 329,000,000 ...

Core Viewpoint - The aquaculture sector experienced a decline of 1.53% on September 25, with Xiaoming Co. leading the drop, while the overall market showed mixed results with the Shanghai Composite Index down 0.01% and the Shenzhen Component Index up 0.67% [1] Group 1: Market Performance - The aquaculture sector's decline was marked by Xiaoming Co. falling 3.03% to a closing price of 23.02 [2] - Other notable declines included Huaying Agriculture down 2.68% and Muyuan Foods down 2.08% [2] - The overall trading volume in the aquaculture sector showed a net outflow of 347 million yuan from institutional investors, while retail investors saw a net inflow of 234 million yuan [2][3] Group 2: Individual Stock Performance - Key stocks in the aquaculture sector included: - Jingji Zhino, closing at 17.00 with a slight increase of 0.65% [1] - Lihua Co. down 0.48% to 22.60, with a trading volume of 111,500 shares [1] - Muyuan Foods, despite a decline, had a significant trading volume of 410,300 shares and a transaction value of 2.17 billion yuan [2] - The stock performance table indicates a range of declines across various companies, with the highest drop being 3.03% for Xiaoming Co. [2] Group 3: Capital Flow Analysis - The capital flow analysis revealed: - Major net inflows from retail investors into stocks like Yisheng Co. and Xian Tan Co. [3] - Institutional investors showed a negative net flow in several stocks, indicating a cautious approach [3] - The net inflow for retail investors was 234 million yuan, suggesting a potential interest in the sector despite the overall decline [2][3]