Group 1 - The latest price of live pigs on February 4 is 12.85 yuan per kilogram, reflecting a 12.72% increase over the last 60 days [1][2] - Related producers include companies such as Jijing Zhino (000048), Zhenghong Technology (000702), Luoniushan (000735), and others [1][2] Group 2 - Cyclical stocks refer to publicly listed companies that produce raw materials, with their profits significantly affected by fluctuations in raw material prices [3] - Utilizing the price fluctuation data from the business community to identify buying signals for cyclical stocks before quarterly and annual reports is an important investment strategy [3]

截至2026年2月5日 10:23，中证畜牧养殖指数(930707)成分股回盛生物上涨2.64%，晓鸣股份上涨 2.07%，海大集团上涨1.96%，益客食品上涨1.48%，巨星农牧上涨1.36%。畜牧ETF(159867)上涨 0.16%， 冲击3连涨。最新价报0.64元。 畜牧ETF紧密跟踪中证畜牧养殖指数，中证畜牧养殖指数选取涉及畜禽饲料、畜禽药物以及畜禽养殖等 业务的上市公司证券作为样本，以反映畜牧养殖相关上市公司的整体表现。 数据显示，截至2026年1月30日，中证畜牧养殖指数(930707)前十大权重股分别为牧原股份、海大集 团、温氏股份、正邦科技、梅花生物、新希望、生物股份、大北农、圣农发展、立华股份，前十大权重 股合计占比66.61%。 山西证券指出，生猪养殖行业有望迎来新的一轮市场化去产能。同时，在生猪产业"反内卷"政策的引导 下，政策调控下的产能去化也同步推进。在上述两重因素叠加的影响之下，国内能繁母猪存栏量在经历 过前几个月的缓慢下降后开始出现加速去化的趋势。行业在上半年的猪价淡季里有望保持产能去化的趋 势，生猪养殖行业基本面和估值有望得到修复，目前板块尚处于市场预期和估值的低位。 消息面 ...

Core Viewpoint - The company plans to issue shares to specific investors, including its controlling shareholder, Juxing Group, as part of a fundraising effort totaling up to 227.066 million yuan, aimed at financing various projects and ensuring that the controlling stake remains unchanged [2][3][4]. Group 1: Share Issuance Details - The share issuance will involve no more than 35 specific investors, with Juxing Group being a related party and expected to subscribe for at least 5% of the total shares issued [2]. - The pricing for the share issuance is set at 80% of the average trading price over the 20 trading days prior to the pricing date [3]. - The total number of shares to be issued will not exceed 153,021,099 shares, ensuring that Juxing Group and its concerted actions do not exceed 30% of the total share capital post-issuance [4]. Group 2: Fund Utilization - The total amount raised will be allocated to several projects, including: - Construction of a boar station, with an investment of approximately 19.8371 million yuan [4]. - Establishment of a breeding technology research base, with an investment of approximately 29.3654 million yuan [4]. - Digital intelligence construction project, with a significant allocation of 170 million yuan [4]. - Supplementing working capital for the entity construction projects, amounting to approximately 7.8635 million yuan [4]. - The total investment for these projects is estimated at 315.7004 million yuan, with the fundraising amount capped at 227.066 million yuan [4]. Group 3: Control and Governance - Juxing Group currently holds 29.60% of the company's shares, and together with its concerted actions, they hold a total of 29.61% [4]. - The issuance is structured to ensure that the actual control of the company remains with Juxing Group and its actual controller, Tang Guangyue, preventing any changes in control post-issuance [4]. Group 4: Sponsorship - The underwriting institution for this issuance is Century Securities Co., Ltd., with representatives Zhang Hanpu and Ma Tao overseeing the process [5].

Core Viewpoint - The announcement details the share reduction by major shareholders of Leshan Juxing Agricultural and Animal Husbandry Co., Ltd., specifically Sichuan Hebang Investment Group Co., Ltd. and its controlling shareholder He Zhenggang, indicating a completed share reduction plan and subsequent stock issuance application [2][3][4][7]. Group 1: Shareholder Reduction Details - Before the reduction, Sichuan Hebang Investment Group held 73,148,802 shares, accounting for 14.34% of the total share capital, while He Zhenggang held 21,210,000 shares, representing 4.16% [2]. - The reduction plan allowed for a maximum reduction of 5,100,703 shares, not exceeding 1% of the total share capital, through centralized bidding and block trading [3]. - As of November 17, 2025, Hebang Group had reduced its holdings by 5,100,700 shares, surpassing half of the planned reduction [3]. Group 2: Completion of Reduction Plan - On January 30, 2026, it was reported that Hebang Group reduced its holdings by an additional 4,374,200 shares, bringing the combined holding percentage of Hebang Group and He Zhenggang to 16.64% [4]. - The total reduction of 5,100,700 shares was confirmed to have been completed, representing 1% of the total share capital [4][6]. Group 3: Stock Issuance Application - On February 4, 2026, the company received approval from the Shanghai Stock Exchange for its application to issue shares to specific investors, meeting the necessary conditions for issuance and listing [7]. - The final approval from the China Securities Regulatory Commission (CSRC) is still pending, introducing uncertainty regarding the implementation of the stock issuance [7].

Group 1 - Changan Automobile plans to repurchase company shares with an investment of 1 billion to 2 billion RMB, with a repurchase price cap not exceeding 150% of the average trading price over the last 30 trading days before the board's approval [1] - Zhonggu Logistics intends to invest up to 1.16 billion RMB to construct two 6000 TEU container ships, aiming to enhance its competitive edge in container transportation [2] - Huibo Pu signed a contract worth 225 million USD (approximately 1.596 billion RMB) with NK Petroleum Company for the Naft Khana oilfield rehabilitation project, expected to positively impact the company's performance in 2026-2027 [3] Group 2 - ZTE Technology clarified that it is not involved in space photovoltaic business despite media reports, focusing instead on HJT solar cell products for ground applications [4] - ZTO Express forecasts its revenue for 2025 to be between 48.5 billion and 50 billion RMB, representing a growth of approximately 9.5% to 12.9% from 2024, driven by an increase in package volume [5] - Tiantong Co. announced it does not produce commercial satellites or optical module products, maintaining its focus on electronic materials and high-end specialized equipment [6] Group 3 - Guangdong Construction won a bid for a 1.524 billion RMB project to build a 2GWh three-dimensional solid-state lithium battery manufacturing base [7] - Jing Sheng Electric stated that the application scenarios for "space photovoltaic" are still in the exploratory phase, with significant uncertainties in the industrialization process [8][9] - Shuangliang Energy confirmed it has not engaged in space photovoltaic-related business, with its current products focused on polysilicon reduction furnace systems and high-efficiency solar modules [10] Group 4 - Vision China’s wholly-owned subsidiary plans to invest 1.7 million USD to subscribe for 56.67% of a fund managed by Wonderland International Asset Management, focusing on cutting-edge AI technologies [11] - Jinjing Technology noted that the TCO glass market is still relatively small, with minimal impact on its revenue from TCO glass sales expected in 2025 [12] - HeSteel Resources announced that its South African subsidiary has suspended underground mining due to severe flooding, which is expected to adversely affect the company's annual production and sales plan [13]

每经头条（nbdtoutiao）——特朗普的"完美人选"颠覆美联储？解码凯文·沃什的"新政构想"：左手放水 右手抽水，要靠AI驯服通胀，拒做美债"大买家" （记者 王晓波） "乐山巨星农牧股份有限公司向特定对象发行股票申请符合发行条件、上市条件和信息披露要求。本所 将在收到你公司申请文件后提交中国证监会注册。" 公司本次向特定对象发行股票事项尚需获得中国证券监督管理委员会（简称"中国证监会"）做出同意注 册的决定后方可实施。最终能否获得中国证监会同意注册的决定及其时间尚存在不确定性。 每经AI快讯，巨星农牧2月4日晚间发布公告称，公司于2026年2月4日收到上海证券交易所出具的《关 于乐山巨星农牧股份有限公司向特定对象发行股票的交易所审核意见》，具体意见如下： ...

"乐山巨星农牧股份有限公司向特定对象发行股票申请符合发行条件、上市条件和信息披露要求。本所 将在收到你公司申请文件后提交中国证监会注册。" 巨星农牧（603477）(603477.SH)公告，公司于2026年2月4日收到上海证券交易所出具的《关于乐山巨 星农牧股份有限公司向特定对象发行股票的交易所审核意见》，具体意见如下： ...

"乐山巨星农牧股份有限公司向特定对象发行股票申请符合发行条件、上市条件和信息披露要求。本所 将在收到你公司申请文件后提交中国证监会注册。" 智通财经APP讯，巨星农牧(603477.SH)公告，公司于2026年2月4日收到上海证券交易所出具的《关于 乐山巨星农牧股份有限公司向特定对象发行股票的交易所审核意见》，具体意见如下： ...

格隆汇2月4日丨巨星农牧(603477.SH)公布，2026年2月4日，公司收到和邦集团出具的《股份减持结果 告知函》，和邦集团通过集中竞价方式累计减持公司股份510.07万股，占公司总股本的1%。本次减持 股份计划已实施完毕。 ...

每经AI快讯，巨星农牧2月4日晚间发布公告称，2026年2月4日，公司收到和邦集团出具的《股份减持 结果告知函》，和邦集团通过集中竞价方式累计减持公司股份5,100,700股，占公司总股本的1%。本次 减持股份计划已实施完毕。 （记者 曾健辉） 每经头条（nbdtoutiao）——特朗普的"完美人选"颠覆美联储？解码凯文·沃什的"新政构想"：左手放水 右手抽水，要靠AI驯服通胀，拒做美债"大买家" ...