Core Viewpoint - The stock of Shennong Development has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 14.76%, indicating volatility in its market performance [1][2]. Financial Performance - For the period from January to September 2025, Shennong Development reported a revenue of 14.706 billion yuan, representing a year-on-year growth of 6.86%. The net profit attributable to shareholders reached 1.159 billion yuan, showing a significant increase of 202.82% [2]. - Cumulatively, since its A-share listing, Shennong Development has distributed a total of 6.860 billion yuan in dividends, with 1.113 billion yuan distributed over the past three years [3]. Shareholder Information - As of October 31, 2025, the number of shareholders for Shennong Development increased to 35,900, reflecting an 8.35% rise. The average number of circulating shares per shareholder decreased by 7.71% to 34,099 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 46.7367 million shares, an increase of 12.9572 million shares from the previous period. Other notable shareholders include Guotai CSI Livestock Breeding ETF and Southern CSI 500 ETF, with varying changes in their holdings [3]. Market Activity - The stock has seen a trading volume of 78.5988 million yuan with a turnover rate of 0.39%. The total market capitalization stands at 20.089 billion yuan [1]. - Shennong Development has appeared on the "Dragon and Tiger List" once this year, with the last occurrence on April 8 [1]. Business Overview - Shennong Development, established on December 21, 1999, and listed on October 21, 2009, is primarily engaged in the breeding and processing of meat chickens. The revenue composition includes 52.77% from chicken, 41.70% from meat products, and 5.53% from other sources [1]. - The company operates within the agriculture, forestry, animal husbandry, and fishery sector, specifically in the poultry farming industry, and is associated with concepts such as rural revitalization and pre-prepared dishes [1].

Core Viewpoint - Haida Group's stock has shown a year-to-date increase of 23.27%, with recent fluctuations indicating a slight decline over the past five days and a modest increase over the past 20 days [1][2] Financial Performance - For the period from January to September 2025, Haida Group achieved a revenue of 96.094 billion yuan, representing a year-on-year growth of 13.24% [2] - The net profit attributable to shareholders for the same period was 4.142 billion yuan, reflecting a year-on-year increase of 14.31% [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Haida Group was 19,000, a decrease of 11.81% from the previous period [2] - The average number of circulating shares per shareholder increased by 13.39% to 87,561 shares [2] Dividend Distribution - Haida Group has cumulatively distributed 7.6 billion yuan in dividends since its A-share listing, with 3.739 billion yuan distributed over the last three years [3] Major Shareholders - As of September 30, 2025, the largest circulating shareholder was Hong Kong Central Clearing Limited, holding 70.8701 million shares, an increase of 8.015 million shares from the previous period [3] - Other notable shareholders include Invesco Great Wall New Growth Mixed Fund and Huatai-PineBridge CSI 300 ETF, with varying changes in their holdings [3] Stock Performance - As of November 19, Haida Group's stock price was 58.86 yuan per share, with a market capitalization of 97.928 billion yuan [1] - The stock experienced a trading volume of 159 million yuan and a turnover rate of 0.16% on the same day [1]

11月17日，温氏股份盘中下跌2.05%，截至09:55，报17.69元/股，成交2.44亿元，换手率0.23%，总市值 1177.08亿元。 分红方面，温氏股份A股上市后累计派现301.10亿元。近三年，累计派现69.35亿元。 资金流向方面，主力资金净流出1149.53万元，特大单买入702.43万元，占比2.88%，卖出1445.23万元， 占比5.93%；大单买入4298.48万元，占比17.63%，卖出4705.21万元，占比19.30%。 机构持仓方面，截止2025年9月30日，温氏股份十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1.44亿股，相比上期增加550.13万股。易方达创业板ETF（159915）位居第九大流通股 东，持股1.13亿股，相比上期减少1909.10万股。 温氏股份今年以来股价涨10.48%，近5个交易日跌3.33%，近20日跌2.27%，近60日涨3.39%。 责任编辑：小浪快报 资料显示，温氏食品集团股份有限公司位于广东省云浮市新兴县新城镇东堤北路9号，成立日期1993年7 月26日，上市日期2015年11月2日，公司主营业务涉及肉鸡和肉猪养殖及其产品销 ...

11月17日，立华股份盘中下跌2.03%，截至09:54，报20.77元/股，成交3816.21万元，换手率0.29%，总 市值173.90亿元。 资金流向方面，主力资金净流出489.09万元，特大单买入372.31万元，占比9.76%，卖出358.29万元，占 比9.39%；大单买入401.92万元，占比10.53%，卖出905.03万元，占比23.72%。 立华股份今年以来股价涨10.13%，近5个交易日跌3.93%，近20日跌5.59%，近60日涨3.75%。 截至9月30日，立华股份股东户数1.60万，较上期减少23.50%；人均流通股39351股，较上期增加 30.72%。2025年1月-9月，立华股份实现营业收入134.93亿元，同比增长6.38%；归母净利润2.87亿元， 同比减少75.27%。 分红方面，立华股份A股上市后累计派现20.63亿元。近三年，累计派现11.14亿元。 机构持仓方面，截止2025年9月30日，立华股份十大流通股东中，国泰中证畜牧养殖ETF（159865）位 居第十大流通股东，持股746.03万股，为新进股东。易方达创业板ETF（159915）退出十大流通股东之 列。 ...

Core Viewpoint - The stock of Wens Foodstuff Group Co., Ltd. has shown a positive trend with a 14.23% increase year-to-date, despite a slight decline in recent trading days [1][2]. Financial Performance - For the period from January to September 2025, Wens achieved a revenue of 758.17 billion yuan, reflecting a year-on-year growth of 0.53%. However, the net profit attributable to shareholders decreased by 17.98% to 52.56 billion yuan [2]. - Cumulatively, the company has distributed 301.10 billion yuan in dividends since its A-share listing, with 69.35 billion yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Wens was 81,100, a decrease of 10.94% from the previous period. The average number of tradable shares per shareholder increased by 12.11% to 73,543 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 144 million shares, an increase of 5.50 million shares compared to the previous period. Conversely, E Fund's ChiNext ETF reduced its holdings by 19.09 million shares to 113 million shares [3]. Stock Market Activity - On November 10, Wens' stock price rose by 2.01% to 18.29 yuan per share, with a trading volume of 724 million yuan and a turnover rate of 0.67%. The total market capitalization reached 121.7 billion yuan [1]. - The net inflow of main funds was 32.71 million yuan, with significant buying and selling activities recorded [1].

Core Viewpoint - Haida Group's stock has shown a significant increase this year, with a year-to-date rise of 23.46%, indicating strong market performance despite recent fluctuations [1][2]. Financial Performance - For the period from January to September 2025, Haida Group achieved a revenue of 960.94 billion yuan, representing a year-on-year growth of 13.24% [2]. - The net profit attributable to shareholders for the same period was 41.42 billion yuan, reflecting a year-on-year increase of 14.31% [2]. Stock Market Activity - As of November 6, Haida Group's stock price was 58.95 yuan per share, with a market capitalization of 980.78 billion yuan [1]. - The stock experienced a net inflow of 15.38 million yuan from major funds, with significant buying activity from large orders [1]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 11.81% to 19,000, while the average number of circulating shares per person increased by 13.39% to 87,561 shares [2][3]. - The top circulating shareholder, Hong Kong Central Clearing Limited, increased its holdings by 8.01 million shares [3]. Dividend Distribution - Haida Group has distributed a total of 76 billion yuan in dividends since its A-share listing, with 37.39 billion yuan distributed over the past three years [3].

Core Viewpoint - The stock of Wens Foodstuff Group Co., Ltd. has shown a mixed performance in recent trading sessions, with a year-to-date increase of 13.73% but a slight decline over the past 20 days, indicating potential volatility in the market [1]. Financial Performance - For the period from January to September 2025, Wens Foodstuff reported a revenue of 75.817 billion yuan, reflecting a year-on-year growth of 0.53%. However, the net profit attributable to shareholders decreased by 17.98% to 5.256 billion yuan [2]. - Cumulatively, the company has distributed 30.11 billion yuan in dividends since its A-share listing, with 6.935 billion yuan distributed over the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Wens Foodstuff decreased by 10.94% to 81,100, while the average number of circulating shares per person increased by 12.11% to 73,543 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 144 million shares, an increase of 5.5013 million shares compared to the previous period, while E Fund's ChiNext ETF reduced its holdings by 19.091 million shares to 113 million shares [3]. Stock Performance - On November 3, the stock price of Wens Foodstuff rose by 2.02% to 18.21 yuan per share, with a trading volume of 311 million yuan and a turnover rate of 0.29%. The total market capitalization reached 121.168 billion yuan [1]. - The stock has experienced a 0.17% increase over the last five trading days, a 1.94% decline over the past 20 days, and a 7.05% increase over the last 60 days [1].

Core Viewpoint - Juxing Agriculture and Animal Husbandry, established in December 2013 and listed in December 2017, is a leading integrated enterprise in breeding, feed production, and leather business in China, with a full industry chain advantage and advanced breeding technology [1] Business Performance - In Q3 2025, Juxing's revenue was 5.639 billion, ranking 6th among 12 companies in the industry, significantly lower than the top company Muyuan Foods at 111.79 billion and second-ranked New Hope at 80.504 billion, but slightly above the industry median of 5.515 billion and below the average of 25.654 billion [2] - The main business revenue composition includes 3.432 billion from pig farming (92.32%), 179 million from feed (4.80%), 101 million from leather products (2.72%), and 5.9249 million from other sources (0.16%) [2] - The net profit for the period was 113 million, ranking 7th in the industry, far below Muyuan Foods' 15.112 billion and Wen's 5.417 billion, and also below the industry median of 186 million and average of 1.879 billion [2] Financial Ratios - As of Q3 2025, Juxing's debt-to-asset ratio was 66.62%, up from 60.81% year-on-year and above the industry average of 57.82%, indicating increased debt pressure [3] - The gross profit margin for Q3 2025 was 10.44%, down from 17.84% year-on-year and below the industry average of 14.00%, reflecting a decline in profitability [3] Executive Compensation - The chairman, Duan Lifeng, received a salary of 1.476 million in 2024, an increase of 399,500 from 2023 [4] - The general manager, Tang Chunxiang, received a salary of 1.4028 million in 2024, an increase of 953,000 from 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 23.11% to 44,700, with an average holding of 11,400 circulating A-shares, down by 18.77% [5] - Among the top ten circulating shareholders, the Guotai CSI Livestock Breeding ETF ranked sixth with 5.6501 million shares, an increase of 2.0204 million shares from the previous period [5] Production and Future Outlook - Juxing's pig output increased steadily to 2.9342 million heads in Q1-Q3 2025, a year-on-year increase of 69%, although pig prices fell, leading to losses in Q3 [6] - The company is expected to achieve revenues of 7.541 billion, 7.917 billion, and 8.733 billion from 2025 to 2027, with net profits of 120 million, 448 million, and 839 million respectively [6]

Core Viewpoint - Wens Foodstuff Group is a leading player in China's livestock farming industry, focusing on chicken and pig farming, with advantages in the full industry chain and cost control [1] Financial Performance - In Q3 2025, Wens achieved a revenue of 75.788 billion yuan, ranking third among 12 companies in the industry, surpassing the industry average of 25.654 billion yuan and median of 5.515 billion yuan, but below the top two companies, Muyuan Foods at 111.79 billion yuan and New Hope Liuhe at 80.504 billion yuan [2] - The revenue from pig farming was 32.735 billion yuan, accounting for 65.67% of total revenue, while chicken farming contributed 15.127 billion yuan, making up 30.34% [2] - The net profit for the same period was 5.417 billion yuan, ranking second in the industry, above the average of 1.879 billion yuan and median of 0.186 billion yuan, but below Muyuan Foods' 15.112 billion yuan [2] Financial Ratios - As of Q3 2025, Wens' debt-to-asset ratio was 49.41%, down from 54.86% year-on-year and below the industry average of 57.82% [3] - The gross profit margin for Q3 2025 was 12.82%, lower than the previous year's 16.33% and below the industry average of 14.00% [3] Executive Compensation - The chairman, Wen Zhifen, received a salary of 6.998 million yuan in 2024, an increase of 3.7193 million yuan from 2023 [4] - The president, Li Shaosong, earned 4.3468 million yuan in 2024, up by 1.6608 million yuan from the previous year [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 10.94% to 81,100, while the average number of shares held per shareholder increased by 12.11% to 73,500 [5] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and E Fund's ChiNext ETF, with notable changes in their holdings [5] Operational Highlights - In the first three quarters of 2025, Wens sold 27.67 million pigs, 948 million chickens, and over 37 million ducks, with a clear direction for chicken export development [5] - The company has seen a continuous optimization of breeding costs, with piglet production costs dropping to 260 yuan per head and comprehensive costs for pig farming around 12.2 to 12.4 yuan per kilogram [6] - The company plans to distribute 3 yuan per 10 shares, totaling 1.99 billion yuan, which represents 38% of the net profit for the first three quarters [6]

Core Viewpoint - Haida Group is a leading feed enterprise in China, with strong R&D capabilities and a complete industry chain advantage in aquaculture and livestock feed sectors [1] Group 1: Business Performance - In Q3 2025, Haida Group achieved a revenue of 960.94 billion, ranking first in the industry, significantly higher than the second-ranked Guangdong Sea Feed's 49.97 billion [2] - The net profit for the same period was 43.63 billion, also ranking first in the industry, far exceeding the second-ranked Tianma Technology's 668.79 million [2] - The main business composition includes feed sales at 471.39 billion (80.13%), agricultural product sales at 97.35 billion (16.55%), trade business at 13.94 billion (2.37%), and other sales at 98.68 million (0.17%) [2] Group 2: Financial Health - As of Q3 2025, Haida Group's debt-to-asset ratio was 47.78%, lower than the previous year's 55.60% and the industry average of 56.54%, indicating good solvency [3] - The gross profit margin for the same period was 11.13%, slightly down from 11.33% year-on-year but still above the industry average of 10.28%, reflecting strong profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 11.81% to 19,000, while the average number of circulating A-shares held per account increased by 13.39% to 87,600 [5] - Major shareholders include Hong Kong Central Clearing Limited and Invesco Great Wall New Growth Mixed A, with notable changes in their holdings [5] Group 4: Future Outlook - Haida Group's revenue for the first three quarters of 2025 increased by 13% year-on-year, with net profit rising by 14% [6][7] - The company plans to restructure its overseas feed, seed, and animal health businesses to Haida Holdings and list them on the Hong Kong Stock Exchange, aiming to enhance management and financing capabilities [6] - The feed business is projected to reach over 50 million tons in total sales by 2030, indicating a stable long-term growth trajectory [6]