Core Viewpoint - Charoen Pokphand International (03839) experienced a decline of over 7%, currently trading at HKD 7.62 with a transaction volume of HKD 5.42 million [1] Financial Performance - For the nine months ending September 30, 2025, the company expects to report an unaudited consolidated profit attributable to shareholders of approximately USD 23.5 million, a significant increase from USD 4.3 million in the same period last year, representing a year-on-year growth of 447% [1] - The profit growth is primarily attributed to a substantial increase in revenue, reflecting the successful implementation of key strategies in developing major customer sales [1] Market Conditions - However, due to a slowdown in China's livestock industry, the demand for the company's veterinary pharmaceutical products is expected to decrease starting from the third quarter of 2025 [1] - The company anticipates that the unaudited quarterly profit attributable to shareholders for the three months ending September 30, 2025, will drop to approximately USD 6.5 million, compared to USD 9.3 million for the three months ending June 30, 2025 [1]

Core Viewpoint - Charoen Pokphand International (03839) experienced a decline of over 7%, currently trading at HKD 7.62, with a transaction volume of HKD 5.42 million [1] Financial Performance - For the nine months ending September 30, 2025, the company expects to report an unaudited net profit attributable to shareholders of approximately USD 23.5 million, a significant increase from USD 4.3 million in the same period last year, representing a year-on-year growth of 447% [1] - The profit growth is primarily attributed to a substantial increase in revenue, reflecting the successful implementation of key strategies in developing major customer sales [1] Market Conditions - The demand for the company's veterinary pharmaceutical products is expected to decrease due to a slowdown in China's livestock industry, starting from the third quarter of 2025 [1] - The company anticipates that its unaudited quarterly net profit attributable to shareholders for the three months ending September 30, 2025, will drop to approximately USD 6.5 million, compared to USD 9.3 million for the three months ending June 30, 2025 [1]

Industry News - The Ministry of Industry and Information Technology (MIIT) is soliciting opinions on the mandatory national standard revision plan for vehicle factory qualification certificates, which will include key information such as combined driving assistance systems and energy storage devices [7] - MIIT is also seeking feedback on the draft guidelines for the construction of a computing power standard system (2025 version), aiming to revise over 50 standards by 2027 across various aspects including computing facilities and applications [7] - The Guangdong Provincial Government has issued an action plan for the high-quality development of manufacturing empowered by artificial intelligence from 2025 to 2027, supporting the application of industrial intelligent computing power and the cultivation of industrial software and intelligent equipment [8] - The State Administration for Market Regulation has approved the release of six testing methods for illegal food additives, which can detect 43 non-food substances, including 28 antihypertensive drug components [8] Company News - Wens Foodstuff Group announced a net profit of 1.781 billion yuan for the third quarter, a year-on-year decrease of 65.02% [9] - Pop Mart International is expected to see a year-on-year revenue growth of 245% to 250% in the third quarter [9] - China Telecom reported a net profit of 30.8 billion yuan for the first three quarters, representing a year-on-year increase of 5% [10] - Wanchen Group announced a year-on-year net profit growth of 917% for the first three quarters [11] - Xinqianglian reported a staggering year-on-year net profit growth of 1940% for the first three quarters [12] - Huajian Group stated that there are no major asset restructuring or injection plans involving the company within the next 12 months [13] - New Yisheng announced that its controlling shareholder is transferring shares, reducing the holding ratio to 6.24% [13] - Xiechuang Data plans to procure servers worth up to 4 billion yuan from multiple suppliers to provide cloud computing services [13] - Guanghua Technology received a warning letter for disclosing undisclosed information during an online communication with brokers [13] - Zhuhai Free Trade Zone Group plans to transfer 100% equity of Gree Real Estate to Toujie Holdings, which is expected to constitute a major asset restructuring [13] - China Integrated Circuit Fund reduced its holdings in Zhongdian Port by 3.0197 million shares [13] - Shanshan Group and TCL Technology responded to a lawsuit from Semai Ke, stating that a third creditors' meeting was held as scheduled on the 21st [13]

Group 1 - The US President Trump plans to visit China early next year, emphasizing the importance of high-level diplomatic communication in US-China relations [2] - The Chinese Ministry of Commerce held a video conference with EU officials to discuss key trade issues, including export controls and the EU's anti-subsidy measures against Chinese electric vehicles [2] - The Chinese government is enhancing its export control system in response to international obligations, while urging the Netherlands to resolve semiconductor-related issues to maintain global supply chain stability [2] Group 2 - The precious metals market experienced a significant decline, with spot gold dropping as much as 6.3% to approximately $4080 per ounce, marking the largest single-day drop in over 12 years [3] - Spot silver fell by 8.7% to $47.89 per ounce, the worst single-day performance since February 2021, driven by reduced safe-haven demand and a stronger dollar [3] - COMEX gold and silver futures also saw substantial declines, with gold futures down 5.07% to $4138.5 per ounce and silver futures down 6.27% to $48.16 per ounce [3] Group 3 - The Ministry of Commerce held a roundtable meeting with over 170 foreign enterprises, emphasizing China's commitment to maintaining global supply chain stability through responsible export control measures [4] - Domestic tourism in China saw significant growth, with 4.998 billion trips taken in the first three quarters, an increase of 18% year-on-year, and total spending reaching 4.85 trillion yuan, up 11.5% [4] - The People's Bank of China plans to accelerate legislation in key and emerging areas to enhance the financial legal system and support high-quality financial development [4] Group 4 - The A-share market saw a strong upward trend, with the Shanghai Composite Index rising 1.36% to 3916.33 points, driven by interest in technology stocks and consumer themes [5] - The Hong Kong Hang Seng Index closed up 0.65% at 26027.55 points, with significant gains in major financial stocks [5] - A total of 843 A-share companies announced mid-term dividend plans, with a total dividend amount of 662.03 billion yuan, indicating a trend of high amounts and frequency of dividends [6] Group 5 - A report predicts that Wuliangye's third-quarter revenue may decline by 30% year-on-year, with net profit expected to drop by 45% [7] - Changxin Storage, a leading Chinese memory chip manufacturer, plans to launch an IPO on the Shanghai Stock Exchange, targeting a valuation of 300 billion yuan [7] - Pop Mart anticipates a 245%-250% year-on-year increase in overall revenue for the third quarter, with significant growth in both domestic and overseas markets [7] Group 6 - China Telecom reported a third-quarter net profit of 7.756 billion yuan, a year-on-year increase of 3.6% [9] - Wens Foodstuff Group's third-quarter net profit fell by 65.02%, with a proposed dividend of 3 yuan per share [9] - China Giant Glass reported a 54.06% year-on-year increase in net profit for the third quarter [9] Group 7 - The National Medical Products Administration plans to enhance the legal standards for medical devices and accelerate the approval process for innovative products [10] - The total asset management scale of the trust industry in China is expected to reach 32.43 trillion yuan by June 2025, marking a 20.11% year-on-year growth [10] - Guangzhou has announced plans to develop six core future industries, including intelligent systems and quantum technology [10] Group 8 - The US stock market showed mixed results, with the Dow Jones rising 0.47% while the Nasdaq fell 0.16% [17] - Japan's Nikkei 225 index closed above 49000 points for the first time, reflecting investor optimism regarding the new prime minister's fiscal policies [17] - European stock indices experienced slight gains, supported by strong performances in the technology and luxury goods sectors [17]

"畜"势待 发，"蛋"愿您 来！汕尾现代化 养殖成果将亮相 食博会_南方+_ 南方plus 一枚蛋，可以是 粉壳的温润，可 以是绿壳的奇 特，还可以是咸 香流沙的醇厚。 在汕尾，蛋不只 是餐桌寻常，更 是现代养殖科技 赋能与农人匠心 共同写就的风物 诗。 10月22日至24 日，汕尾展团将 重磅亮相2025全 球高端食品及优 质农产品（深 圳）博览会。多 家汕尾本地畜牧 龙头企业和示范 合作社将带来极 具地方特色的优 质产品，让"汕 尾味道"香飘湾 区，与来自全球 的参展商与消费 者共享佳品。 约40000枚，年 产量达100万 斤，始终坚持无 抗素健康养殖。 陆河县新意源种 养专业合作社 作为国家农民合 作社示范社，新 意源合作社采 取"合作社﹢基 地+农民"的模 式，带动周边 126户社员共同 发展蛋鸡产业。 其现代化养殖基 地占地120余 亩，饲养蛋鸡6 万羽，日产鲜蛋 本次食博会，新 意源合作社将重 点展示其于2023 年成功入选"圳 品"认证的两大 明星产品——绿 壳鸡蛋与粉壳鸡 蛋。粉壳鸡蛋外 观呈均匀粉白 色，蛋清清澈浓 稠，蛋白质含量 丰富，烹煮后口 感天然醇香、无 蛋腥味，深受消 费者喜爱； ...

温氏股份同时公告，截至9月30日，合并报表累计可供分配利润240.24亿元，母公司累计可供分配利润 295.01亿元。公司计划每10股派发现金红利3元(含税)，合计派发现金19.94亿元(含税)。 今年上半年温氏股份实现营业收入498.52亿元，同比增长5.91%；归母净利润34.75亿元，同比增长 159.12%，上半年生产整体稳定，叠加饲料原料价格下降的影响，公司养殖成本同比呈较大幅度下降。 从生猪期货看，今年一二季度稳定一段时间后，三季度有明显下降，温氏股份等养猪企业利润主要受生 猪价格影响明显。 单季度来看，2025年第三季度公司实现营业收入259.37亿元，较上年同期调整后的287.43亿元下降 9.76%；归母净利润17.81亿元，同比下降65.02%；扣非净利润16.33亿元，同比下滑68.07%；基本每股 收益0.2678元，同比减少65.11%。 公司解释，第三季度净利润下降，主要是因为主产品价格下降，养殖产业经营利润同比减少。 前三季度经营活动产生的现金流量净额为81.99亿元，同比下降34.79%。公司解释称，尽管销量有所增 长，但价格下降幅度大于养殖成本下降幅度，产品毛利率下降，导致现 ...

Core Viewpoint - As of October 20, the total number of shareholders for Western Pastoral (300106) is reported to be 22,500 [1] Company Summary - The company has engaged with investors through an interactive platform, providing updates on shareholder statistics [1]

格隆汇10月21日丨温氏股份(300498.SZ)公布，为了更好回报股东，在兼顾公司未来业务发展及生产经 营的资金需求的前提下，提出2025年前三季度利润分配预案如下：公司以实施利润分配方案的股权登记 日的总股本剔除回购专户股份后的股份总数为分配基数，向全体股东每股派发现金0.3元（含税），以 截至2025年9月30日的总股本（剔除回购专户股份后）66.46亿股测算，合计派发现金19.94亿元（含 税）。本次不送红股、不进行资本公积金转增股本。 ...

证券日报网讯罗牛山10月21日在互动平台回答投资者提问时表示，截至2025年10月20日，公司股东总户 数约为8.74万户。 （文章来源：证券日报） ...

Group 1 - The company expects to achieve an unaudited consolidated profit attributable to shareholders of approximately $23.5 million for the nine months ending September 30, 2025, compared to $4.3 million for the same period ending September 30, 2024, indicating significant profit growth driven by a substantial increase in revenue [1] - The profit growth is attributed to the successful implementation of key strategies focused on developing large customer sales [1] - However, due to a slowdown in China's livestock industry, the demand for the company's animal health pharmaceutical products is expected to decrease starting from the third quarter of 2025 [1] Group 2 - The company anticipates that its unaudited quarterly profit attributable to shareholders for the three months ending September 30, 2025, will decline to approximately $6.5 million, down from $9.3 million for the three months ending June 30, 2025 [1]