今年以来巨星农牧已经1次登上龙虎榜，最近一次登上龙虎榜为4月9日。 资料显示，乐山巨星农牧股份有限公司位于四川省成都市高新区名都路166号嘉煜金融科技中心1栋26 层，成立日期2013年12月24日，上市日期2017年12月18日，公司主营业务涉及养殖及饲料生产和销售; 中高档天然皮革的研发、制造与销售。主营业务收入构成为：生猪92.32%，饲料4.80%，皮革产品 2.72%，其他(补充)0.16%。 9月4日，巨星农牧盘中上涨2.06%，截至10:02，报20.80元/股，成交8379.59万元，换手率0.80%，总市 值106.09亿元。 截至6月30日，巨星农牧股东户数3.63万，较上期增加0.70%；人均流通股14044股，较上期减少0.70%。 2025年1月-6月，巨星农牧实现营业收入37.17亿元，同比增长66.49%；归母净利润1.81亿元，同比增长 504.12%。 资金流向方面，主力资金净流出335.68万元，特大单买入233.14万元，占比2.78%，卖出462.41万元，占 比5.52%；大单买入1423.42万元，占比16.99%，卖出1529.83万元，占比18.26%。 巨星农 ...

Core Insights - Tangrenshen reported a revenue of 12.468 billion yuan for the first half of 2025, representing a year-on-year increase of 15.05% [1] - The company experienced a net profit attributable to shareholders of -599.246 million yuan, a significant decline of 1386.75% year-on-year [1] - The basic earnings per share stood at -0.04 yuan [1] Financial Performance - The gross profit margin for the first half of 2025 was 6.59%, down by 1.13 percentage points year-on-year [2] - The net profit margin was -0.50%, a decrease of 0.21 percentage points compared to the same period last year [2] - In Q2 2025, the gross profit margin was 7.57%, showing a year-on-year decline of 3.07 percentage points but a quarter-on-quarter increase of 2.04 percentage points [2] - The net profit margin for Q2 2025 was 0.28%, down 2.96 percentage points year-on-year but up 1.62 percentage points from the previous quarter [2] Cost Structure - Total operating expenses for the first half of 2025 were 798 million yuan, a decrease of 38.6788 million yuan year-on-year [2] - The expense ratio was 6.40%, down by 1.32 percentage points from the same period last year [2] - Sales expenses increased by 5.79% year-on-year, while management expenses decreased by 4.20%, R&D expenses decreased by 23.63%, and financial expenses decreased by 11.89% [2] Shareholder Information - As of the end of the first half of 2025, the total number of shareholders was 78,400, a decrease of 2,166 or 2.69% from the previous quarter [2] - The average market value of shares held per shareholder increased from 86,800 yuan at the end of the previous quarter to 87,000 yuan, a growth of 0.23% [2] Company Overview - Tangrenshen Group Co., Ltd. is located in the Li Yu Industrial Park of Zhuzhou City, Hunan Province, and was established on September 11, 1992 [3] - The company was listed on March 25, 2011, and its main business includes feed, breeding, and meat processing [3] - The revenue composition is as follows: feed 61.81%, pig and other livestock 31.47%, slaughtering and meat 6.66%, and animal health 0.06% [3] - Tangrenshen belongs to the agricultural, forestry, animal husbandry, and fishery industry, specifically in the feed and poultry feed sector [3]

资料显示，新希望六和股份有限公司位于四川省成都市锦江工业园区金石路376号，成立日期1998年3月 4日，上市日期1998年3月11日，公司主营业务涉及饲料、白羽肉禽、猪养殖、食品。主营业务收入构成 为：饲料66.66%，猪产业29.49%，其他3.85%。 8月26日，新希望盘中上涨2.08%，截至10:52，报10.29元/股，成交3.19亿元，换手率0.70%，总市值 463.31亿元。 资金流向方面，主力资金净流入2129.98万元，特大单买入3649.79万元，占比11.42%，卖出1521.79万 元，占比4.76%；大单买入7345.54万元，占比22.99%，卖出7343.56万元，占比22.99%。 新希望今年以来股价涨14.90%，近5个交易日涨4.68%，近20日涨4.36%，近60日涨6.46%。 今年以来新希望已经2次登上龙虎榜，最近一次登上龙虎榜为4月7日。 分红方面，新希望A股上市后累计派现64.06亿元。近三年，累计派现1.09亿元。 机构持仓方面，截止2025年3月31日，新希望十大流通股东中，香港中央结算有限公司位居第七大流通 股东，持股7870.34万股，相比上期减少71 ...

Group 1 - The core viewpoint of the news is that Tongwei Co., Ltd. has experienced fluctuations in stock price and trading volume, with a recent increase in share price and notable trading activity [1] - As of August 22, Tongwei's stock price rose by 2.03% to 21.08 CNY per share, with a total market capitalization of 949.02 billion CNY [1] - The company has seen a net inflow of main funds amounting to 8.69 million CNY, with significant buying and selling activities from large orders [1] Group 2 - For the year to date, Tongwei's stock price has decreased by 4.66%, while it has increased by 1.30% over the last five trading days [1] - As of July 31, the number of shareholders for Tongwei reached 289,300, an increase of 0.99% from the previous period [2] - The company reported a revenue of 15.93 billion CNY for the first quarter of 2025, reflecting a year-on-year decrease of 18.58% [2] Group 3 - Tongwei Co., Ltd. was established on December 8, 1995, and was listed on March 2, 2004, with its main business involving aquaculture feed and livestock feed [1] - The company operates within the electric equipment industry, specifically in photovoltaic equipment, and is involved in sectors such as polysilicon, green power, aquaculture, and feed [1] - As of March 31, 2025, the second-largest shareholder is Hong Kong Central Clearing Limited, holding 194 million shares, a decrease of 8.14 million shares from the previous period [2]