Muyuan Foods (SZ:002714) Xin Lang Cai Jing·2025-08-21 02:56Group 1 - The Zhongzheng Modern Agriculture Theme Index (930662) rose by 2.42% as of August 21, 2025, with the Agricultural ETF E Fund (562900) increasing by 2.39%, marking a five-day consecutive rise [1] - Muyuan Foods reported a half-year revenue of approximately RMB 81.2 billion, a year-on-year increase of 187%, and a net profit attributable to shareholders of RMB 15.24 billion, a significant year-on-year increase of 1170.8% [1] - The company plans to distribute a cash dividend of RMB 15 per 10 shares, totaling approximately RMB 8 billion [1] Group 2 - Longjiang Securities highlighted Muyuan Foods' leading cost control capabilities and stable production performance, indicating the company has entered a phase of high-quality development [1] - The reduction in capital expenditure is expected to enhance the company's net profit center, with improved free cash flow levels becoming a core logic for valuation restructuring [1] - As the world's largest pig farming enterprise, Muyuan Foods' robust profitability and clear growth path provide significant reference for the industry amid an overall increase in profitability [1] Group 3 - The Agricultural ETF E Fund (562900) closely tracks the Zhongzheng Modern Agriculture Theme Index, which includes 30 listed companies involved in various agricultural sectors [2] - The index reflects the overall performance of listed companies in modern agriculture, covering areas such as crop production, breeding, animal health, and agricultural machinery [2] - The ETF offers a packaged investment in leading companies across the planting and breeding sectors, focusing on agricultural technology investment opportunities [2]