Core Viewpoint - The stock price of Jingji Zhino has shown a slight increase recently, with a year-to-date decline of 0.73%, indicating a mixed performance in the market [1][2]. Group 1: Stock Performance - As of October 21, Jingji Zhino's stock price rose by 2.02% to 17.16 CNY per share, with a trading volume of 164 million CNY and a turnover rate of 1.84%, resulting in a total market capitalization of 9.1 billion CNY [1]. - Year-to-date, the stock has decreased by 0.73%, but it has increased by 1.84% over the last five trading days, 0.48% over the last 20 days, and 9.73% over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Jingji Zhino reported a revenue of 2.387 billion CNY, a year-on-year decrease of 11.61%, and a net profit attributable to shareholders of 226 million CNY, down 3.97% year-on-year [3]. - The company has distributed a total of 2.73 billion CNY in dividends since its A-share listing, with 1.099 billion CNY distributed in the last three years [4]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 7.66% to 16,100, while the average circulating shares per person decreased by 7.19% to 32,656 shares [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest, holding 3.9876 million shares, an increase of 791,200 shares from the previous period [4].

Core Viewpoint - The stock price of Delisi Foods has shown fluctuations, with a year-to-date increase of 11.44% and a recent decline over the past 20 days, indicating volatility in market performance [2]. Group 1: Stock Performance - As of October 21, Delisi's stock price rose by 2.10% to 4.87 CNY per share, with a trading volume of 46.58 million CNY and a turnover rate of 1.53%, resulting in a total market capitalization of 3.094 billion CNY [1]. - Year-to-date, Delisi's stock has increased by 11.44%, with a recent 5-day increase of 3.18%, a 20-day decline of 10.64%, and a 60-day increase of 1.25% [2]. Group 2: Company Overview - Delisi Foods, established on June 20, 2003, and listed on January 6, 2010, is located in Zhuji City, Shandong Province, focusing on pig slaughtering, chilled and frozen meat production, and sales [2]. - The main revenue sources for Delisi include chilled and frozen meat (41.41%), beef trading (17.27%), beef products (15.03%), and various other meat-related products [2]. Group 3: Financial Performance - For the first half of 2025, Delisi reported a revenue of 1.616 billion CNY, reflecting a year-on-year growth of 17.04%, while the net profit attributable to shareholders was 10.303 million CNY, a decrease of 27.24% compared to the previous year [2]. - Since its A-share listing, Delisi has distributed a total of 102 million CNY in dividends, with 6.3538 million CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of October 10, 2025, Delisi had 39,900 shareholders, a slight decrease of 0.10% from the previous period, with an average of 15,913 circulating shares per shareholder, which increased by 0.10% [2]. - Among the top ten circulating shareholders, Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund holds 2.5 million shares, an increase of 164,700 shares from the previous period [3].

Core Points - The stock price of Aonong Biological dropped by 2.17% on October 21, trading at 4.96 CNY per share with a total market capitalization of 12.911 billion CNY [1] - Aonong Biological's stock has increased by 40.11% year-to-date, but has seen a decline of 7.98% over the last five trading days and 17.88% over the last twenty days [1] - The company has been listed on the "Dragon and Tiger List" twice this year, with the most recent net purchase of 14.9985 million CNY on August 27 [1] Company Overview - Aonong Biological, established on April 26, 2011, and listed on September 26, 2017, is located in Zhangzhou, Fujian Province [1] - The company's main business segments include feed (66.22%), breeding (20.95%), food (12.60%), and other (0.22%) [1] - As of June 30, the number of shareholders increased by 17.87% to 46,000, while the average circulating shares per person decreased by 7.64% to 34,720 shares [2] Financial Performance - For the first half of 2025, Aonong Biological reported a revenue of 3.957 billion CNY, a year-on-year decrease of 15.01%, while net profit attributable to shareholders increased by 166.81% to 361 million CNY [2] - The company has distributed a total of 180 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]

Core Viewpoint - The stock of Juxing Agriculture and Animal Husbandry has experienced a decline of 2.01% on October 17, with a current price of 19.50 CNY per share, reflecting a total market capitalization of 9.946 billion CNY. The company has shown a year-to-date stock price increase of 10.91% but has faced recent declines over various trading periods [1]. Financial Performance - For the first half of 2025, Juxing Agriculture and Animal Husbandry reported a revenue of 3.717 billion CNY, marking a year-on-year growth of 66.49%. The net profit attributable to shareholders reached 181 million CNY, representing a significant increase of 504.12% [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Juxing Agriculture and Animal Husbandry stood at 36,300, an increase of 0.70% from the previous period. The average number of circulating shares per shareholder decreased by 0.70% to 14,044 shares [2]. Dividend Distribution - Since its A-share listing, Juxing Agriculture and Animal Husbandry has distributed a total of 222 million CNY in dividends, with 102 million CNY distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders, Yinhua Domestic Demand Selected Mixed Fund (161810) held 6.75 million shares, a decrease of 730,000 shares from the previous period. New institutional investors include Guotai Zhongzheng Livestock Breeding ETF (159865), which holds 3.6297 million shares [3].

Core Viewpoint - Jin Xin Nong's stock price has shown a year-to-date increase of 24.94%, with recent fluctuations indicating a slight decline in the short term, while maintaining a positive trend over longer periods [2]. Group 1: Stock Performance - As of October 16, Jin Xin Nong's stock rose by 2.06%, reaching 4.96 CNY per share, with a trading volume of 26.59 million CNY and a turnover rate of 0.67%, resulting in a total market capitalization of 4.108 billion CNY [1]. - Year-to-date, the stock has increased by 24.94%, with a recent decline of 2.36% over the last five trading days, a 10.22% increase over the last 20 days, and a 27.51% increase over the last 60 days [2]. Group 2: Company Overview - Jin Xin Nong, established on November 6, 1999, and listed on February 18, 2011, is located in Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of pig feed products, as well as information technology services [3]. - The revenue composition of Jin Xin Nong includes: pig compound feed (49.43%), live pigs (32.10%), other feed (9.29%), pig concentrated feed (5.43%), pig premix feed (2.82%), and other (0.58%), with feed raw materials accounting for 0.35% [3]. - The company is classified under the Shenwan industry of Agriculture, Forestry, Animal Husbandry, and Fishery - Feed - Poultry Feed, and is associated with concepts such as fund heavy positions, margin trading, pork concepts, small-cap stocks, and smart agriculture (digital countryside) [3]. Group 3: Financial Performance - For the first half of 2025, Jin Xin Nong reported a revenue of 2.376 billion CNY, reflecting a year-on-year growth of 10.38%. However, the net profit attributable to shareholders was a loss of 23.51 million CNY, although this represented a year-on-year improvement of 43.74% [3]. - Since its A-share listing, Jin Xin Nong has distributed a total of 368 million CNY in dividends, with no dividends paid in the last three years [4]. - As of June 30, 2025, the number of shareholders decreased by 13.57% to 43,400, while the average circulating shares per person increased by 15.70% to 18,530 shares [3].

Core Insights - The stock price of Muyuan Foods Co., Ltd. decreased by 2.05% on October 15, trading at 52.60 CNY per share with a market capitalization of 287.34 billion CNY [1] - The company has seen a year-to-date stock price increase of 38.87%, but a slight decline of 0.75% over the last five trading days and 3.63% over the last twenty days [1] Financial Performance - For the first half of 2025, Muyuan Foods reported a revenue of 76.463 billion CNY, representing a year-on-year growth of 34.46% [2] - The net profit attributable to shareholders for the same period was 10.530 billion CNY, showing a significant year-on-year increase of 1169.77% [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Muyuan Foods was 209,000, a decrease of 25.13% from the previous period [2] - The average number of circulating shares per shareholder increased by 33.57% to 18,236 shares [2] Dividend Distribution - Since its A-share listing, Muyuan Foods has distributed a total of 26.576 billion CNY in dividends, with 16.594 billion CNY distributed over the last three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 149 million shares, an increase of 20.4715 million shares from the previous period [3] - Various ETFs, including Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, have increased their holdings in Muyuan Foods, indicating growing institutional interest [3]

Group 1 - The pork concept sector rose by 1.60%, ranking 10th among concept sectors, with 29 stocks increasing in value, including Aonong Biological which hit the daily limit, and Tian Kang Biological, Guangming Meat, and Lihua Co., which rose by 7.52%, 5.57%, and 3.52% respectively [1] - The main capital inflow into the pork concept sector was 306 million yuan, with 16 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 10 million yuan. The leading stock in net inflow was Muyuan Foods with 151 million yuan, followed by Aonong Biological, Tian Kang Biological, and Guangming Meat [2] - The net inflow ratios for Aonong Biological, Guangming Meat, and Tian Kang Biological were 24.19%, 11.36%, and 8.79% respectively, indicating strong investor interest in these stocks [3] Group 2 - The top gainers in the pork sector included Aonong Biological with a daily increase of 10.04%, Tian Kang Biological at 7.52%, and Guangming Meat at 5.57%, while stocks like Bangji Technology, Jinxinnong, and Zhengbang Technology experienced declines [4][5] - The trading volume and turnover rates for key stocks in the pork sector were notable, with Muyuan Foods at a turnover rate of 1.44%, Aonong Biological at 6.84%, and Tian Kang Biological at 5.67% [3][4]

Group 1 - The pork concept sector rose by 1.60%, ranking 10th among concept sectors, with 29 stocks increasing in value, including Aonong Biological, which hit the daily limit, and Tian Kang Biological, Guangming Meat, and Lihua Co., which rose by 7.52%, 5.57%, and 3.52% respectively [1][2] - The pork concept sector saw a net inflow of 306 million yuan from main funds, with 16 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow, led by Muyuan Foods with a net inflow of 151 million yuan [2][3] - Aonong Biological, Guangming Meat, and Tian Kang Biological had the highest net inflow ratios of main funds at 24.19%, 11.36%, and 8.79% respectively [3][4] Group 2 - The top-performing stocks in the pork concept sector included Aonong Biological, which increased by 10.04%, and Tian Kang Biological, which rose by 7.52% [3][4] - Stocks such as Bangji Technology, Jinxinnong, and Zhengbang Technology experienced declines, with decreases of 0.40%, 0.39%, and 0.33% respectively [1][2] - The trading volume and turnover rates for stocks in the pork sector varied, with Muyuan Foods showing a turnover rate of 1.44% and a slight increase of 0.70% [3][4]

Company Overview - Tianyu Biological Technology Co., Ltd. is located in Yangpu District, Shanghai, and was established on June 21, 2000, with its listing date on March 27, 2017 [2] - The company's main business includes landscape greening engineering design, construction and maintenance, municipal public engineering construction, environmental comprehensive governance, river and lake pollution control, soil pollution control, and seedling planting and sales [2] - The revenue composition of the main business is divided into segments: 281.96%, 114.96%, and 34.31% [2] - Tianyu Biological is classified under the Shenwan industry as agriculture, forestry, animal husbandry, and fishery - pig farming, and is associated with concepts such as pork, characteristic towns, ecological landscaping, energy conservation and environmental protection, and micro-cap stocks [2] Financial Performance - As of June 30, the number of shareholders for Tianyu Biological is 20,200, a decrease of 2.00% from the previous period, with an average of 14,363 circulating shares per person, an increase of 2.04% [2] - For the first half of 2025, the company achieved operating revenue of 412 million yuan, a year-on-year decrease of 2.62%, while the net profit attributable to the parent company was 10.82 million yuan, a year-on-year increase of 73.68% [2] Stock Performance - On September 30, Tianyu Biological's stock price increased by 2.03%, reaching 9.05 yuan per share, with a trading volume of 35.16 million yuan and a turnover rate of 1.36%, resulting in a total market value of 2.626 billion yuan [1] - Year-to-date, the stock price has risen by 12.42%, with a 2.72% increase over the last five trading days, a 10.37% increase over the last 20 days, and a 21.31% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on September 16, where the net buying on that day was 1.1632 million yuan, with total buying of 86.5781 million yuan, accounting for 16.99% of total trading volume, and total selling of 85.4149 million yuan, accounting for 16.76% of total trading volume [1] Dividend Information - Since its A-share listing, Tianyu Biological has distributed a total of 34.54 million yuan in dividends, with no dividends distributed in the last three years [3]

Market Performance - The market experienced a strong upward trend, with all three major indices rising collectively [1] - The Shanghai Composite Index closed at 3862.53 points, up 0.90%; the Shenzhen Component Index closed at 13479.43 points, up 2.05%; and the ChiNext Index closed at 3238.01 points, up 2.74% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion yuan [1] Sector Performance - Sectors that saw significant gains included batteries, energy metals, MLCC, precious metals, geothermal energy, power battery recycling, securities, and fluorine chemicals [1] - Conversely, sectors that declined included education, coal, pork concepts, tax refund stores, and chicken concepts [1] Market Outlook - Everbright Securities suggests that the market is likely to continue its upward trend after the National Day holiday, with the supporting logic for the stock market's rise remaining unchanged [1] - The current market valuation is considered reasonable, with no significant overextension observed, indicating a high probability of returning to an upward range post-holiday [1] - Shenwan Hongyuan Strategy notes that historically, A-shares tend to rise in the short term after the National Day holiday, influenced by policies, external events, liquidity, fundamentals, and overseas market performance during the holiday [1] - The short-term outlook for A-shares may continue to show a fluctuating trend, with limited risks during the holiday period [1]