金融界4月15日消息，牧原股份发布公告，将于2025年5月20日召开年度股东大会，网络投票同日进行。 股权登记日为5月12日，当日收市后持有牧原股份股票的投资者可以参与投票。 1、《关于 <公司董事会2024年度工作报告> 的议案》 2、《关于 <公司监事会2024年度工作报告> 的议案》 3、《关于 <公司2024年年度报告及摘要> 的议案》 4、《关于 <公司2024年度财务决算报告> 的议案》 5、《关于 <公司2025年度财务预算报告> 的议案》 6、《关于公司2024年度利润分配方案及2025年中期分红规划的议案》 7、《关于公司2025年度董事薪酬方案的议案》 8、《关于公司2025年度监事薪酬方案的议案》 9、《关于聘任公司2025年度审计机构的议案》 10、《关于修订 <公司章程> 的议案》 11、《关于公司发行 H 股股票并在香港联合交易所有限公司上市的议案》 12、《关于公司发行 H 股股票并在香港联合交易所有限公司上市方案的议案》 13、《关于公司转为境外募集股份有限公司的议案》 14、《关于公司前次募集资金使用情况报告的议案》 15、《关于公司发行H股股票募集资金使用计划的议案》 16 ...

行业 生猪日报 日期 2025 年 04 月 15 日 021-60635740 期货从业资格号：F3055047 021-60635732 yulanlan@ccb.ccbfutures.com 期货从业资格号：F0301101 021-60635727 期货从业资格号：F0230741 研究员：洪辰亮 021-60635572 hongchenliang@ccb.ccbfutures.co m 期货从业资格号：F3076808 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 农业产品研究团队 研究员：林贞磊 linzhenlei@ccb.ccbfutures.com 研究员：余兰兰 研究员：王海峰 wanghaifeng@ccb.ccbfutures.com 研究员：刘悠然 升水修复，重新起航 请阅读正文后的声明 ＃summary＃ 每日报告 一、行情回顾与操作建议 数据来源：涌益，建信期货研究中心 生猪行情： 期货方面，14 日生猪主力 2509 合约高开后冲高回落震荡走低，尾盘收阴， 最高 14645 元/吨，最低 14425 元 ...

Core Insights - Sichuan is launching a plan to develop a trillion-level livestock industry, focusing on building strong agricultural industry chains [1][2] - The livestock sector is the largest agricultural industry in Sichuan, with a total output value exceeding 730 billion yuan, making it the most promising area to reach the trillion-level target [2][3] Industry Overview - The livestock industry in Sichuan has a high proportion of large-scale farming, with over 60% of farms having an annual output of more than 500 pigs, leading the nation [3] - Sichuan has nine agricultural industry clusters recognized as national-level advantageous and characteristic industry clusters, with four of them in the livestock sector [3] Challenges and Opportunities - Despite the strong foundation, the livestock industry faces challenges such as a lack of leading enterprises and incomplete deep processing chains, with deep processing of pork accounting for less than 25% of consumption [4] - The plan aims to increase the total output value of the livestock industry chain by 269 billion yuan within 3-5 years, targeting a trillion-level milestone [6] Company Initiatives - Companies like DeKang Agricultural Group are key players in the industry, implementing advanced slaughtering technologies and expanding their operations in Sichuan [5][6] - DeKang Group is also collaborating with local governments to enhance the entire livestock supply chain, including breeding, farming, slaughtering, and processing [7]

华统股份（002840）公告，2025年3月份，公司生猪销售数量22.82万头(其中仔猪销售7,978头)，环比变 动4.01%，同比变动-3.50%。生猪销售收入3.92亿元，环比变动11.76%，同比变动-2.49%。商品猪销售 均价14.8元/公斤，比2025年2月份下降1.40%。2025年3月份鸡销售数量68.88万只，环比变动46.79%，同 比变动-66.29%。鸡销售收入1136.06万元，环比变动64.31%，同比变动-50.85%。 ...

"希望借助此次展会平台，吸引更多大型企业入驻，带来先进的技术、管理经验、资金和人才，为新津 乃至成都畜牧业发展注入强大动力。"新津区畜牧业协会会长白勇表示，目前新津已形成绿色食品、新 能源、轨道交通为主导，新型材料、智能装备等新兴产业蓬勃发展的现代化产业体系，为畜牧行业发展 打下坚实的产业基础。 新华财经成都4月12日电（记者袁波）4月10日至11日，2025中国（成都）畜牧业博览会在位于成都市新 津区的天府农业博览园举行，吸引超过300家参展企业，现场成交额达6000余万元。 AI边缘计算服务器、AI智慧育种大数据分析仪、智能生物照明灯……现场设置品牌展示、智慧畜牧、 机械设备、畜牧粪污处理、动保饲料、优质畜产品等展区。展会组织负责人介绍，博览会全面展示畜牧 产业链的新技术、新产品与新服务，希望依托成都独特的区位优势，为国内外畜牧行业企事业单位搭建 深化全方位交流合作的平台。 四川是畜牧业大省，生猪出栏量常年位居全国首位，家禽、牛羊、肉兔等主要畜产品产量也稳居全国前 列。2024年，四川省畜牧业总产值达2977亿元。在四川省畜牧业协会相关负责人看来，从国内外大量生 产实践来看，数智技术有利于突破传统农业发展 ...

Group 1 - The core point of the article highlights the sales performance of Yisheng Co., Ltd. in March 2025, showing a mixed trend in sales volume and revenue for different products [1] - The sales volume of white feather broiler chicks reached 47.4933 million with a revenue of 138 million yuan, reflecting a year-on-year change of +11.52% in volume but a decrease of -24.06% in revenue [1] - The sales of Yisheng 909 small white feather broiler chicks amounted to 8.6458 million with a revenue of 8.0568 million yuan, showing a year-on-year change of +9.64% in volume and -14.88% in revenue [1] Group 2 - The company sold 7,426 breeding pigs in March 2025, generating a revenue of 15.3852 million yuan, with a significant year-on-year change of +1,084.37% in volume and +701.31% in revenue [1] - The month-on-month changes for breeding pigs were +30.33% in volume and +26.26% in revenue, indicating strong growth in this segment [1] - The overall performance indicates a divergence in sales trends across different product lines, with breeding pigs showing substantial growth while broiler chicks faced revenue declines [1]

事件：公司发布2025Q1 业绩预告，预计实现净利润45~50 亿元，同比+283%~303%；归母净利润43~48 亿元，同比+281~302%；对应EPS 0.8~0.9元/股。 点评： 成本方面，公司商品猪完全养殖成本持续下行至3 月达到12.5 元/kg，成本优势明显。我们认为公司不 断推进低豆日粮技术研发，饲料配方比例较为灵活且生产成绩持续提升，预期关税战背景下饲料价格可 能的波动对公司养殖成本影响幅度较为有限，且价格有望向终端消费传导推动猪价上行，公司相对受 益。 此外，我们认为当前公司发展重点已从快速扩张转向关注成本，资本开支或有所收缩，未来资本结构有 望愈加稳健。 盈利预测与投资评级：我们预计公司2025-2027 年实现营收分别为1403.5、1435.2、1527.0 亿元，实现 归母净利分别为143.77、159.45、215.75 亿元，对应PE 为16.03、14.46、10.69x，维持"推荐"评级。 风险提示：生猪价格波动风险；饲料原材料价格波动风险；动物疫病风险；产能释放不及预期。 受益于生猪均价及公司出栏量的同比增长，以及养殖成本的持续优化，2025Q1 公司业绩同比扭亏为 ...

证券代码：603477 证券简称：巨星农牧 公告编号：2025-029 债券代码：113648 债券简称：巨星转债 乐山巨星农牧股份有限公司2025年3月份担保情况的公告 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： ● 被担保人名称及是否为上市公司关联人：被担保人包括乐山巨星农牧股份有限公司（以下简称"公 司"或"上市公司"）合并报表范围内的子公司（19家）、部分优质养殖户、客户、合作伙伴（346户）， 不存在关联担保。 ● 本次担保金额及已实际为其提供的担保余额：公司2025年3月（以下简称"本期间"）新增担保金额合 计24,605.44万元，其中，对子公司新增的担保金额为24,105.44万元，对优质养殖户、客户、合作伙伴等 新增的担保金额为500.00万元。截至2025年3月31日，公司及控股子公司对外担保余额为191,266.44万 元，其中，对子公司的担保余额为185,776.67万元，对优质养殖户、客户、合作伙伴等的担保余额为 5,489.77万元。 一、担保情况概述 公司2024年度（以下简称 ...

Group 1: Report Overview - The report is a daily report on the hog market on April 10, 2025, focusing on the current situation of the hog spot and futures markets and providing trading strategies [2] Group 2: Investment Rating - No investment rating for the industry is provided in the report Group 3: Core Viewpoints - The spot market is stable with prices fluctuating narrowly, and there is a possibility of further weakening in the future, with a focus on enterprise sales completion and secondary fattening sales changes [4][5] - The futures market is expected to be weak with oscillations, and the downward movement space is relatively limited [5] Group 4: Spot Market Summary - Spot prices continue to fluctuate, with the average price rising from 14.59 yuan/kg yesterday to 14.63 yuan/kg today [4] - Scale enterprises' sales volume remains stable, but the sales weight remains high, increasing supply pressure [4] - Ordinary farmers are cautious, and the enthusiasm for secondary fattening replenishment is average due to the weakening price difference between fat and standard hogs [4] - The supply side may become looser this month, and the supply pressure is expected to continue [4] Group 5: Futures Market Summary - The near - term futures contracts have declined significantly today, mainly due to the large previous increase [5] - The overall futures market is driven downward, but the further downward space is limited, and it is expected to be weak with oscillations [5] Group 6: Price and Profit Summary - Futures contract prices show different trends, with LH01 rising by 30 yuan, LH05 falling by 195 yuan, etc. [4] - Piglet and sow prices remain unchanged this week compared to last week [4] - The self - breeding and self - raising profit is 47 yuan/head, down 4.83 yuan from yesterday, and the profit from purchasing piglets is - 31.97 yuan/head, down 4.84 yuan from yesterday [4] Group 7: Slaughter and Spread Summary - The slaughter volume decreased from 136,813 heads yesterday to 136,212 heads today [4] - The price differences between different - sized hogs show different changes, such as the standard - medium hog price difference increasing by 0.04 yuan/kg [4] Group 8: Trading Strategies - Unilateral trading: Hold off on trading - Arbitrage: Hold off on trading - Options: Sell a wide - straddle strategy [6]

Core Viewpoint - Xiaoming Co. reported a significant increase in chicken product sales revenue for March, driven by higher sales volume and prices, alongside a rise in the number of laying hens due to low egg prices [1] Group 1: Sales Performance - In March, Xiaoming Co. achieved chicken product sales revenue of 130 million yuan, marking a year-on-year increase of 138.58% [1] - The sales volume for March reached 29.4655 million birds, with a month-on-month increase of 8.15% [1] - The revenue growth was attributed to both increased sales volume and higher unit prices [1] Group 2: Market Conditions - The low price of eggs in March contributed to an increase in the number of laying hens, which in turn boosted the demand for replacement chicks [1] - National egg prices are expected to rebound in late April due to pre-holiday stocking for the May Day holiday, indicating a potential recovery in egg prices [1]