董事会薪酬与考核委员会核查意见 根据《中华人民共和国公司法》《中华人民共和国证券法》《关于上市 公司实施员工持股计划试点的指导意见》（以下简称《指导意见》）《深圳 证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》 （以下简称《监管指引第 1 号》）等法律、法规、规范性文件以及《公司 章程》的有关规定，山东益生种畜禽股份有限公司（以下简称"公司"） 董事会薪酬与考核委员会对公司《2025 年员工持股计划（草案）》（以下简 称"本次员工持股计划"）相关事项进行了认真审阅，董事会薪酬与考核 委员会现就本次员工持股计划相关事项发表核查意见如下： 山东益生种畜禽股份有限公司 董事会薪酬与考核委员会关于公司 2025 年员工 持股计划相关事项的核查意见 4、本次员工持股计划拟定的持有人均符合《指导意见》《监管指引第 1 号》相关规定的持有人条件，其作为公司本次员工持股计划持有人的主 体资格合法、有效。 5、本次员工持股计划的实施有利于建立和完善劳动者与所有者的利 益共享机制，实现公司、股东和员工利益的一致性，促进公司的可持续发 展，不存在损害公司利益及中小股东合法权益的情形。本次员工持股计划 能充分调动 ...

格隆汇7月30日丨益生股份(002458.SZ)公布，基于公司的发展规划，近期公司与种业基金经过友好协 商，双方签署了《股权转让协议》，公司受让种业基金持有滨州益生37.81%的股权，受让价格为 8,122.95万元(以下简称"本次交易")。本次交易完成后，公司直接持有滨州益生72.95%的股权，通过全 资子公司江苏益生持有滨州益生27.05%的股权，合计持有滨州益生100%的股权。 ...

关于受让滨州益生种禽有限公司部分股权公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 证券代码：002458 证券简称：益生股份 公告编号：2025-057 山东益生种畜禽股份有限公司 一、交易概述 山东益生种畜禽股份有限公司（以下简称 "公司"）及公司全 资子公司江苏益生禽业有限公司1（以下简称"江苏益生"）于 2022 年10月28 日与现代种业发展基金有限公司（以下简称"种业基金"） 签署了《增资合同》，三方就对滨州益生种禽有限公司（以下简称"滨 州益生"）增资事项达成一致意见，公司和种业基金分别认购滨州益 生新增的注册资本，江苏益生同意放弃优先认购权。具体内容详见公 司于 2022 年 10 月 31 日刊登在《中国证券报》《上海证券报》《证 券时报》《证券日报》和巨潮资讯网（www.cninfo.com.cn）上的《关 于对滨州益生种禽有限公司增资的公告》（公告编号：2022-081）。 基于公司的发展规划，近期公司与种业基金经过友好协商，双方 签署了《股权转让协议》，公司受让种业基金持有滨州益生 37.81%的 股权，受让价格为 8,122.95 ...

Market Overview - The aquaculture sector increased by 0.1% on July 30, with Yisheng Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] Stock Performance - Yisheng Co., Ltd. (002458) closed at 9.01, up 2.04% with a trading volume of 232,600 shares and a turnover of 209 million yuan [1] - Minhe Livestock (002234) closed at 8.84, up 1.73% with a trading volume of 79,600 shares [1] - Lihua Co., Ltd. (300761) closed at 19.54, up 1.24% with a trading volume of 113,500 shares [1] - Other notable stocks include Yike Food (301116) at 11.49 (+0.97%) and Fucheng Co., Ltd. (600965) at 5.26 (+0.77%) [1] Capital Flow - The aquaculture sector experienced a net outflow of 395 million yuan from institutional investors, while retail investors saw a net inflow of 323 million yuan [2] - Speculative funds had a net inflow of 71.99 million yuan [2] Individual Stock Capital Flow - Zhengbang Technology (002157) had a net inflow of 12.77 million yuan from institutional investors, while it faced a net outflow of 16.21 million yuan from speculative funds [3] - Shennong Group (605296) saw a net inflow of 8.35 million yuan from institutional investors but a net outflow of 8.33 million yuan from retail investors [3] - Other stocks like Minhe Livestock (002234) and Yisheng Co., Ltd. (002458) experienced net outflows from institutional and speculative funds [3]

养殖业板块异动拉升，中水渔业（000798）涨停，国联水产（300094）、开创国际（600097）、大湖股 份（600257）、益生股份（002458）、民和股份（002234）跟涨。 ...

Core Viewpoint - Dongpeng Beverage maintains growth amidst a wave of cost-effectiveness, with significant revenue and profit increases reported for the first half of 2025 [1][2]. Financial Performance - In the first half of 2025, Dongpeng Beverage's revenue grew by 36.37% year-on-year to 10.737 billion yuan, while net profit attributable to shareholders increased by 37.22% to 2.375 billion yuan [1]. - For Q2 2025, the company reported revenue of 5.889 billion yuan, a 34.10% increase year-on-year, and a net profit of 1.395 billion yuan, up 30.75% [1]. Product Sales - New product sales, particularly "Bup Shui La" and other beverages, contributed significantly to revenue growth, with Q2 revenues of 4.46 billion yuan from Dongpeng Special Drink, 0.92 billion yuan from Bup Shui La (up 190.1%), and 0.50 billion yuan from other drinks (up 61.2%) [1]. - The proportion of revenue from Dongpeng Special Drink decreased by 9.3 percentage points to 77.9% [1]. Regional Performance - In Q2, Dongpeng Beverage generated 1.42 billion yuan in Guangdong, 3.55 billion yuan in other regions, and 0.91 billion yuan from online and direct sales, with year-on-year growth rates of 19.5%, 39.0%, and 42.8%, respectively [1]. Margin and Cost Structure - The gross margin for Dongpeng Beverage in Q2 was 45.7%, down 0.4 percentage points year-on-year [2]. - Sales, management, R&D, and financial expenses increased by 0.5%, 0.3%, decreased by 0.2%, and increased by 0.6% respectively during the same period [2]. Competitive Landscape - The company is facing pressure from a price war in the industry, which has led to increased promotional discounts affecting gross margins [3]. - Dongpeng Beverage is investing heavily in sales personnel, with employee compensation rising by 26.06% year-on-year, and channel promotion expenses increasing by 61.20% due to accelerated investment in freezers [3][4]. Strategic Positioning - Despite the challenges posed by the competitive environment, Dongpeng Beverage has established certain advantages that may help it navigate the intensified competition [5].

Core Viewpoint - Dongpeng Beverage maintains growth amidst a cost-performance wave, with significant revenue and profit increases in the first half of 2025, driven by new product sales [1][2]. Financial Performance - In the first half of 2025, Dongpeng Beverage's revenue grew by 36.37% year-on-year to 10.737 billion yuan, while net profit attributable to shareholders increased by 37.22% to 2.375 billion yuan [1]. - For Q2 2025, revenue reached 5.889 billion yuan, a 34.10% increase year-on-year, and net profit was 1.395 billion yuan, up 30.75% [1]. Product Sales Breakdown - In Q2, revenue from Dongpeng Special Drink, Water La, and other beverages was 4.46 billion yuan, 0.92 billion yuan, and 0.50 billion yuan, respectively, with year-on-year growth rates of 18.8%, 190.1%, and 61.2% [1]. - The proportion of revenue from Dongpeng Special Drink decreased by 9.3 percentage points to 77.9% [1]. Regional Performance - In Q2, revenue from Guangdong, other regions, and online + direct sales was 1.42 billion yuan, 3.55 billion yuan, and 0.91 billion yuan, with year-on-year growth rates of 19.5%, 39.0%, and 42.8% respectively [1]. Margin and Cost Analysis - Dongpeng Beverage's gross margin in Q2 was 45.7%, down 0.4 percentage points year-on-year [2]. - Sales, management, R&D, and financial expenses increased by 0.5%, 0.3%, decreased by 0.2%, and increased by 0.6% respectively [2]. Competitive Landscape - The company is facing a price war in the industry, leading to increased promotional discounts that have impacted gross margins [3]. - Dongpeng Beverage is increasing investments, including a 26.06% rise in employee compensation and a 61.20% increase in channel promotion expenses [3]. Strategic Outlook - The ongoing investments by Dongpeng Beverage indicate that competition will continue to intensify in the market [4]. - Despite the challenges, the company has established certain advantages in the competitive landscape [5].

Company Overview - Yisheng Co., Ltd. is engaged in the breeding and sales of breeding chickens and pigs, and also involves related industries such as dairy, chicken meat, and pork [1] Stock Performance - As of July 29, 2025, Yisheng's stock price closed at 8.83 yuan, down 0.67% from the previous trading day, with a trading volume of 100 million yuan and a fluctuation of 2.47% [1] Shareholding and Pledge Information - The controlling shareholder, Cao Jisheng, released a pledge of 17.59 million shares on July 28, accounting for 3.89% of his holdings. As of the announcement date, he has pledged a total of 204 million shares, representing 18.45% of the company's total share capital [1] Capital Flow - On July 29, the net outflow of main funds was 6.8978 million yuan, which is 0.1% of the circulating market value [1]

（编辑 楚丽君） 证券日报网讯 7月29日晚间，益生股份发布公告称，公司近日接到控股股东、实际控制人曹积生先生通 知，获悉其所持有公司的部分股份办理了股份解除质押业务，本次解除质押股份数量为17，585，000 股。 ...

山东益生种畜禽股份有限公司 关于控股股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 山东益生种畜禽股份有限公司（以下简称"公司"）近日接到控股 股东、实际控制人曹积生先生通知，获悉其所持有公司的部分股份办理 了股份解除质押业务，具体事项如下: 一、控股股东股份解除质押情况 关于控股股东部分股份解除质押的公告 证券代码：002458 证券简称：益生股份 公告编号：2025-056 2、控股股东股份累计质押情况 截至公告披露日，控股股东及其一致行动人所持质押股份情况如 下： | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 情况 | | 情况 | | | 股东 | 持股数量 | 持股 | 累计被质押 股份数量 | 占其 所持 | 占公 司总 | 已质押 | 占已 | | | | 名称 | （股） | 比例 | （股） | 股份 | 股本 | 股份限 | 质押 | 未质押股 ...