天眼查App显示，宿松巨星农牧有限公司近日成立，法定代表人为岳良泉，注册资本500万人民币，经 营范围包括牲畜饲养、种畜禽生产、食品销售、饲料生产等。股东信息显示，该公司由巨星农牧全资持 股。 ...

Group 1 - Tianma Technology (603668.SH) released its 2025 semi-annual report on August 27, 2025, indicating that 11 institutional investors disclosed holdings in the company, totaling 117 million shares, which represents 23.28% of the total share capital [1] - The top ten institutional investors include Fujian Tianma Investment Development Co., Ltd., Hainan Beiheng Private Fund Management Center (Limited Partnership) - Beiheng No. 13 Private Securities Investment Fund, and others, with their combined holding ratio increasing by 2.16 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Guotai Zhongzheng Animal Husbandry ETF, increased its holdings by 0.17% compared to the previous period [2] - Three public funds, including Qianhai Kaiyuan Hong Kong-Shenzhen Agriculture Mixed (LOF) A, Everbright Baodexin Anrui One-Year Bond A, and 2000 Enhanced ETF, reduced their holdings by 0.14% compared to the previous quarter [2] - Two new public funds were disclosed this period, namely,招商稳旺混合A and Guotai Zhongzheng 2000 ETF, while four public funds were not disclosed this period, including Penghua Hongze Mixed A and others [2]

2025年8月27日，神农集团(605296.SH)发布2025年半年度报告。截至2025年8月26日，共有15个机构投 资者披露持有神农集团A股股份，合计持股量达6257.03万股，占神农集团总股本的11.92%。其中，前 十大机构投资者包括云南正道投资发展合伙企业(有限合伙)、香港中央结算有限公司、中国农业银行股 份有限公司-银华农业产业股票型发起式证券投资基金、中国银行股份有限公司-博时消费创新混合型证 券投资基金、浙商银行股份有限公司-国泰中证畜牧养殖交易型开放式指数证券投资基金、全国社保基 金一一八组合、永赢消费主题A、华泰保兴吉年丰A、博时新兴消费主题混合A、博时时代消费混合A， 前十大机构投资者合计持股比例达11.82%。相较于上一季度，前十大机构持股比例合计上涨了0.49个百 分点。 公募基金方面，本期较上一期持股增加的公募基金共计2个，包括永赢消费主题A、国泰中证畜牧养殖 ETF，持股增加占比小幅上涨。本期较上一季度持股减少的公募基金共计1个，即银华农业产业股票发 起式A，持股减少占比小幅下跌。本期较上一季度新披露的公募基金共计8个，主要包括博时消费创新 混合A、华泰保兴吉年丰A、博时新兴消 ...

证券代码：605296 证券简称：神农集团 公告编号：2025-104 云南神农农业产业集团股份有限公司 关于向 2025 年限制性股票激励计划激励对象 首次授予限制性股票的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 限制性股票首次授予日：2025 年 8 月 27 日 ? 限制性股票首次授予数量：680 万股 《云南神农农业产业集团股份有限公司 2025 年限制性股票激励计划（草案）》 （以下简称"《激励计划（草案）》"或"本激励计划"）规定的限制性股票首次 授予条件已经成就，根据云南神农农业产业集团股份有限公司（以下简称"公司"） 第四次会议及第五届监事会第四次会议，审议通过了《关于向 2025 年限制性股票 激励计划激励对象首次授予限制性股票的议案》，确定以 2025 年 8 月 27 日为首次 授予日，向符合授予条件的 419 名激励对象授予 680 万股限制性股票，首次授予价 格为 17.35 元/股。现将有关事项说明如下： 一、本激励计划授予情况 （一）已履行的相关审批程序和信息披露情 ...

截至发稿，益生股份市值为102亿元。 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 每经AI快讯，益生股份（SZ 002458，收盘价：9.26元）8月26日晚间发布公告称，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质押业务，本次质押1240万 股。截至本公告日，曹积生累计质押股数约为2.14亿股，占其所持股份比例为47.37%。 2025年1至6月份，益生股份的营业收入构成为：鸡收入占比76.18%，猪收入占比15.47%，农牧设备收 入占比5.48%，牛奶收入占比1.72%，其他行业占比1.14%。 （记者 王晓波） ...

每经AI快讯，神农集团（SH 605296，收盘价：34.38元）8月26日晚间发布公告称，云南神农农业产业 集团股份有限公司董事会于2025年8月26日收到舒猛先生的书面辞职报告，舒猛先生因个人原因申请辞 去公司财务总监职务。辞去财务总监职务后舒猛先生不再担任公司任何职务。经公司第五届董事会提名 委员会第二次会议、第五届董事会审计委员会第三次会议审议通过，审议通过了《关于聘任公司财务总 监的议案》，同意聘任闫瑾先生担任公司财务总监。 2024年1至12月份，神农集团的营业收入构成为：畜牧养殖占比68.02%，生猪屠宰占比26.38%，饲料加 工占比5.24%，其他业务占比0.31%，其他占比0.06%。 截至发稿，神农集团市值为180亿元。 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 胡玲） ...

Group 1 - The core viewpoint of the news highlights the significant performance of Muyuan Foods, which saw its stock price approach the daily limit, reaching a new high since October 2022, driven by strong financial results [2] - Muyuan Foods reported a revenue of 76.463 billion yuan, a year-on-year increase of 34.46%, with its slaughter and meat business revenue soaring by 93.83% to 19.345 billion yuan, and a net profit of 10.53 billion yuan, marking a staggering growth of 1169.77% [2] - Various agricultural ETFs, including the Agricultural ETF and Livestock Breeding ETF, experienced gains exceeding 2%, reflecting positive market sentiment towards the agricultural sector [2] Group 2 - The pork market is currently facing challenges, with the average price of live pigs dropping from 16.67 yuan/kg in February to 13.75 yuan/kg by late August, influenced by seasonal demand and increased supply [3] - The national average pig-to-grain price ratio has fallen below 6:1, triggering a warning signal as per government regulations, prompting the National Development and Reform Commission to initiate central frozen pork reserve storage [3] - The government plans to conduct a bidding transaction for 10,000 tons of frozen pork and will start a rotation storage of 19,000 tons, indicating strong policy support for the pork market [3] Group 3 - According to Shenwan Hongyuan, the medium to long-term outlook for pork prices is expected to rise, with a focus on high-quality pig enterprises as the industry aims for stable and high-quality development [4] - The report emphasizes the importance of capacity regulation measures, including the elimination of inefficient production capacity, which may accelerate under current policies [4] - Galaxy Securities suggests that while pork prices may trend downward by 2025, the industry could see stable operations this year, with a focus on high-quality pig enterprises that exhibit significant changes in cost margins and good financial conditions [4]

Group 1 - The livestock sector is experiencing a strong upward trend, with a focus on the pig farming industry, which is expected to have a stable price performance in the near term despite a potential decline in prices by 2025 [1] - The pet food industry is in a growth phase, with leading companies increasing their market share [1] - Attention is recommended for the post-cycle of the breeding chain, particularly for leading feed company Haida Group and animal vaccine-related enterprises [1] - The price of yellow chickens is correlated with pig prices, and given the low supply side, there is potential for price increases in the future [1] Group 2 - As of July 31, 2025, the top ten weighted stocks in the China Livestock Breeding Index account for 64.83% of the index, including major companies such as Muyuan Foods, Wens Foodstuff Group, and Haida Group [2]

1. Industry Investment Ratings No information about industry investment ratings is provided in the reports. 2. Core Views Palm Oil - Internationally, it may test the support at 4,500 ringgit and could briefly drop to 4,350 ringgit. Pay attention to the guidance of production and inventory data on the market [1]. - Domestically, after stabilizing above 9,500 yuan, it may strengthen and fluctuate towards the 9,800 - 10,000 yuan range, maintaining a near - strong and far - weak pattern [1]. Soybean Oil - Internationally, CBOT soybean oil is currently under pressure. If the policy is not released, it may decline due to sufficient soybean supply in the US [1]. - Domestically, with the arrival of the consumption season, factory sales have improved. Although inventory is currently increasing, it is expected to decrease, and the basis quote may rise [1]. Corn - Short - term: Supply is increasing, demand is weak, and the market is in a weak and volatile state [2]. - Medium - term: New - season corn costs are decreasing, production may increase steadily, and there is significant supply pressure in the fourth quarter [2]. Pork - Short - term: Market sentiment may support the market, but there may be a concentrated supply before the double festivals, and near - term fluctuations are intense. It is recommended to wait and see. Consider buying far - month 01 contracts below 14,000 [6]. Meal - Internationally, US soybean prices are supported by weather and other factors, but the upward trend in the domestic market may not be smooth due to concerns about import pressure [10]. - Domestically, the decline of two meals is limited, and cost support is strong in the fourth quarter [10]. Sugar - Internationally, raw sugar is under pressure from supply expectations, but there is a risk of production reduction in Brazil. It is expected to consolidate in the 15 - 17 cents/pound range [13]. - Domestically, the spot market has improved, but there is resistance to high prices. Supply is becoming more abundant, and prices are expected to fluctuate narrowly [13]. Cotton - Short - term: Domestic cotton prices may fluctuate within a range due to tight old - crop inventory and low quota issuance [14]. - Long - term: New - season production is expected to increase, and prices may face pressure after the new cotton is listed [14]. Eggs - The supply of eggs is sufficient, downstream digestion is slow, and egg prices are expected to remain bearish [16]. 3. Summary by Industry Oil Soybean Oil - Spot price in Jiangsu increased from 8,600 to 8,740 yuan, a rise of 0.58%. Futures price (Y2601) rose from 8,492 to 8,536 yuan, a rise of 0.52%. Basis (Y2601) increased by 3.03% [1]. Palm Oil - Spot price in Guangdong increased from 9,540 to 9,620 yuan, a rise of 0.84%. Futures price (P2601) dropped from 9,510 to 9,488 yuan, a decline of 0.23%. Basis (P2601) increased by 340% [1]. Rapeseed Oil - Spot price in Jiangsu increased by 0.30%. Futures price (OI601) rose slightly. Basis (OI601) increased by 60% [1]. Corn - Corn 2511 in Jinzhou Port decreased by 0.97%. Basis increased by 63.08%. Corn 11 - 3 spread decreased by 53.33% [2]. - Corn starch 2511 decreased by 0.68%. Basis increased by 8.02%. Starch - corn spread increased by 1.24% [2]. Pork - The spot price remained stable with slight fluctuations. The basis of the main contract decreased by 24.05%. The slaughter volume decreased by 0.84% [5]. Meal Soybean Meal - Spot price in Jiangsu increased by 0.33%. Futures price (M2601) rose by 0.94%. Basis decreased by 50% [10]. Rapeseed Meal - Spot price in Jiangsu increased by 1.57%. Futures price (RM2601) rose by 0.16%. Basis increased by 1200% [10]. Sugar - Sugar 2601 increased by 0.32%. Sugar 2509 decreased by 0.10%. ICE raw sugar decreased by 0.30% [13]. - National sugar production increased by 12.03%, and sales increased by 15.76% [13]. Cotton - Cotton 2509 increased by 0.29%. Cotton 2601 increased by 0.64%. ICE US cotton decreased by 0.91% [14]. - Commercial inventory decreased by 16.9%, and imports increased by 66.7% [14]. Eggs - Egg 09 contract increased by 1.06%. Egg 10 contract decreased by 0.40%. Egg production area price decreased by 1.46% [16].

资金流入方面，养殖ETF最新资金净流入69.38万元。拉长时间看，近17个交易日内有9日资金净流入， 合计"吸金"1080.08万元。 8月26日早盘，生猪板块逆市拉升，养殖ETF(516760)现涨2.43%，成交大幅放量，成分股牧原股份 (002714)上涨9.19%，晓鸣股份(300967)上涨7.19%，圣农发展(002299)上涨4.46%，温氏股份(300498)， 巨星农牧(603477)等个股跟涨。 8月21日发改委指出全国平均猪粮比价跌至6∶1以下，将于近期开展中央冻猪肉储备收储。华储网随后公 告将于8月25日单向收储猪肉1万吨，于8月26-29日轮储猪肉1.9万吨。收储助推猪价情绪见底，叠加前 期疫情、大猪出栏等因素导致生猪超卖，月末月初供给缩量消费好转，猪价新一轮上行逐步开启。 养殖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。从估值层面来看，养殖ETF 跟踪的中证畜牧养殖指数最新市盈率（PE-TTM）仅13.71倍，处于近3年15.46%的分位，即估值低于近3 年84.54%以 ...