若以公告披露当日即6月30日立华股份二级市场收盘价18.79元/股计算，上述减持主体拟减持部分市值 约为4.72亿元。 长江商报奔腾新闻记者徐佳 养殖主业大幅回温之际，立华股份（300761）(300761.SZ)实控方再抛减持计划，落实对核心员工的激 励。 6月30日晚间，立华股份发布实控人减持计划。公司实际控制人程立力及其一致行动人常州市奔腾牧业 技术服务中心(有限合伙)(以下简称"奔腾牧业")计划自公告披露之日起15个交易日后的3个月内，以集中 竞价方式或以大宗交易方式合计减持公司股份不超过2511.8万股，占公司总股本比例为3%。 对于实控人本次计划减持的原因，立华股份披露，程立力本次减持原因为偿还股权质押贷款及利息。奔 腾牧业的大部分有限合伙人为在公司首次公开发行股票并在创业板上市前入职且与公司共同发展成长的 公司管理人员及技术骨干，持股年限较长，本次减持可落实对上述人员的激励措施，以充分调动其积极 性和创造性，有效提升核心团队凝聚力。 公告显示，2019年2月，立华股份在创业板上市。2023年2月，程立力的一致行动人聚益农业、昊成牧 业、沧石投资抛出不超过5.98%的减持计划。随后在2023年3月 ...

Core Points - The company announced a cash dividend of 0.023 CNY per share (before tax) for its A shares [1][3] - The total cash dividend distribution amounts to approximately 23.49 million CNY based on a total share capital of 1,021,148,260 shares [1][3] - The key dates for the dividend distribution include the record date on July 7, 2025, and the ex-dividend date on July 8, 2025 [2] Dividend Distribution Details - The cash dividends will be distributed through China Securities Depository and Clearing Corporation Limited Shanghai Branch to shareholders registered as of the record date [2][3] - Shareholders who have not completed designated transactions will have their dividends held by the clearing company until the transactions are completed [2] - For individual shareholders holding shares for over one year, the dividend income is exempt from personal income tax, while those holding for one year or less will have tax calculated upon stock transfer [3][4] Taxation Information - For qualified foreign institutional investors (QFII), a 10% withholding tax will be applied, resulting in an effective cash dividend of 0.0207 CNY per share [4][6] - Hong Kong investors will also receive dividends with a 10% withholding tax, leading to the same effective cash dividend of 0.0207 CNY per share [6] - Other institutional investors are responsible for their own tax payments, with an effective cash dividend of 0.023 CNY per share [6]

据悉，会议由首席专家林雪彦教授主持。省农业农村厅科技教育处副处长渠通洋在讲话中，对省牛产业技术体系2024年工作给予高度评 价与充分肯定，并围绕技术创新、成果转化、产业融合等维度，对2025年工作提出新目标与新期望。东营市农业农村局党组成员、东营 市现代畜牧业发展服务中心党总支书记、主任刘志强发表致辞，向与会嘉宾介绍东营市依托黄河三角洲资源禀赋形成的牛产业发展优势 与规划，诚邀各方深化合作，共同推动产业提质增效、转型升级。 6月25—26日，山东省牛产业技术体系2024年度工作总结暨考评会议在东营成功召开。本次会议由山东农业大学动物科技学院、东营市现 代畜牧业发展服务中心联合承办，省农业农村厅科技教育处副处长渠通洋，省牛产业技术体系顾问、国家奶牛产业技术体系研究室主任 兼岗位科学家王中华、省牛产业技术体系顾问侯明海，东营市农业农村局党组成员、东营市现代畜牧业发展服务中心党总支书记、主任 刘志强等领导专家出席会议，省牛产业技术体系首席专家、各岗位专家和试验站站长及其团队有关人员近50人参会。 在考评环节，首席林雪彦教授率先代表省牛产业技术体系述职，全面回顾总结体系年度工作成效、存在问题，明确后续工作打算。随 后 ...

大宗商品研究所 农产品研发报告 生猪日报 2025 年 7 月 1 日 研究员：陈界正 期货从业证号： F3045719 投资咨询证号： Z0015458 联系方式： chenjiezheng_qh@chinastock.c om.cn | | | | | | | | 生猪价格日报 | | 2025/7/1 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 现货价格 | | | | | | | 今 日 | 昨 日 | 变 化 | | 今 日 | 昨 日 | 变 化 | | 河南（0） | 15.29 | 15.09 | 0.20 | 山 西 | 15.05 | 14.84 | 0.21 | | 湖北（0） | 14.81 | 14.66 | 0.15 | 辽 宁 | 14.77 | 14.69 | 0.08 | | 安徽（300） | 15.29 | 15.15 | 0.14 | 吉 林 | 14.72 | 14.55 | 0.17 | | 湖南（100） | 15.09 | 14.79 | 0.30 | 黑龙江 | 14.55 | 1 ...

证券研究报告 | 2025年07月01日 牧业大周期十问十答快评 2025 年肉牛大周期或迎拐点，看好国内肉奶景气共振上行 优于大市 |  | 行业研究·行业快评 |  | 农林牧渔 |  投资评级：优于大市（维持） | | --- | --- | --- | --- | --- | | 证券分析师： | 鲁家瑞 | 021-61761016 | lujiarui@guosen.com.cn | 执证编码：S0980520110002 | | 证券分析师： | 李瑞楠 | 021-60893308 | liruinan@guosen.com.cn | 执证编码：S0980523030001 | | 证券分析师： | 江海航 | 010-88005306 | jianghaihang@guosen.com.cn | 执证编码：S0980524070003 | 事项： 据农业农村部统计，截至 2025 年 6 月 27 日，国内主产区牛肉均价为 63.73 元/kg，同比+10.66%，年初至 今累计上涨 19.92%；主产区生鲜乳均价为 3.04 元/kg，同比-7.60%，年初至今累计下跌 2.25%； ...

Core Viewpoint - The introduction of advanced technology by experts significantly reduces production costs for enterprises and addresses long-standing technical challenges in the agricultural sector [1]. Group 1: Expert Involvement - A team of eight top experts from research institutions, including the Chinese Academy of Sciences and Beijing University of Science and Technology, has been actively providing technical guidance in the field [3]. - The expert service team focuses on green fertilizer research, waste resource utilization, soil restoration, and the handling of deceased livestock, aiming to solve technical issues at the grassroots level [5]. Group 2: Practical Applications - In the production workshop of a local company, experts implemented effective measures such as reducing aeration time and adjusting pH levels, leading to a breakthrough in sheep manure composting processes, achieving compliance with quality standards in a single composting cycle [7]. - The expert service team conducted technical exchanges and precise guidance in various locations, addressing bottlenecks in local agricultural practices and promoting a green circular economy [9]. Group 3: Impact and Future Plans - The service model established by the Inner Mongolia Human Resources and Social Security Department aims to enhance collaboration between research institutions and enterprises, accelerating the integration of production, education, and research [9]. - Since the launch of the expert service initiative in 2011, over 330 activities have been conducted, with an investment exceeding 16 million yuan, benefiting hundreds of thousands of grassroots farmers and promoting the transformation of the agricultural sector in the region [9].

Market Focus - As of the week ending June 27, the profit from self-breeding and self-raising pigs was 50.25 CNY per head, up from 19.40 CNY per head the previous week. In contrast, the profit from purchasing piglets was a loss of 131.71 CNY per head, improved from a loss of 186.79 CNY per head the prior week [1] - The Dalian Commodity Exchange has adjusted the delivery quality standards for live pig futures, modifying the average and individual weight ranges for delivery standards. The average weight range has been changed from [100, 120] kg to [110, 130] kg, and the individual weight range from [90, 140] kg to [90, 150] kg. Additionally, the pricing adjustments for alternative delivery items have been specified [1] Daily Market Data - The national average price for live pigs as of July 1, 2025, varies by province, with prices ranging from 13.86 CNY/kg in Xinjiang to 16.73 CNY/kg in Guangdong. The prices reflect a slight increase compared to the previous day, with most regions showing a stable outlook for the near future [4] Industry Review - Currently, pricing power in the pig market is concentrated among leading enterprises. The recent increase in pig prices is attributed to major producers actively reducing supply, along with speculative capital providing some support. Despite awareness of oversupply, the industry sentiment has shifted, leading to increased willingness to hold back supply to maintain prices [5]

证券研究报告：农林牧渔|行业周报 发布时间：2025-07-01 行业投资评级 | 收盘点位 | | 2671.67 | | --- | --- | --- | | 52 | 周最高 | 2838.04 | | 52 周最低 | | 2110.64 | 行业相对指数表现 -17% -13% -9% -5% -1% 3% 7% 11% 15% 19% 2024-07 2024-09 2024-11 2025-02 2025-04 2025-06 农林牧渔 沪深300 资料来源：聚源，中邮证券研究所 研究所 分析师:王琦 SAC 登记编号:S1340522100001 Email:wangqi2022@cnpsec.com 近期研究报告 强于大市|维持 | 行业基本情况 | | --- | 《生猪偏弱震荡，政策调控影响或在明 年体现》 - 2025.06.24 农林牧渔行业报告 （2025.6.22-2025.6.29） 猪价触底反弹，降重缓慢推进 ⚫ 行情回顾：弱于大盘 农林牧渔（申万）行业指数涨 0.80%，在申万 31 个一级行业中涨 幅排名第 25 位。虽然农业调控政策频出，但仍跑输大盘，主要原因 是生猪 ...

Group 1 - The core viewpoint of the articles highlights the development of the alfalfa industry in Yongchang County, Gansu Province, through a cooperative model that integrates farmers, bases, and financial support [1][2][3] - The cooperative, Fuhongyuan, plans to plant over 3,000 acres of alfalfa this year, and with the help of a 3.5 million yuan loan from Gansu Bank, the planting area has expanded to over 70,000 acres [1] - The alfalfa produced in this region is of high quality due to favorable climatic conditions, making it a key area for premium forage production in China [2] Group 2 - The financial support initiatives have led to the establishment of 64 scale alfalfa planting enterprises and cooperatives, with 8 leading companies in forage planting and processing [3] - The total area of forage crops in the city remains stable at 300,000 acres, with 200,000 acres dedicated to scale alfalfa planting, positioning Jinchang as the largest alfalfa production base in the province [3] - The local government and financial institutions have facilitated significant financing activities, with 1.27 billion yuan signed for the agricultural sector and 120.57 billion yuan in agricultural loans issued last year [2]

油脂产业期现日报 投资咨询业务资格：证监许可 【2011】1292号 2025年7月1日 王泽辉 Z0019938 | 票阳 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | 6月30日 | 6月27日 | 涨跌 | 涨跌幅 | | | 现价 | 江苏一级 | 8240 | 8290 | -50 | -0.60% | | | 期价 | Y2509 | 7984 | 8002 | -18 | -0.22% | | | 墓差 | Y2509 | 256 | 288 | -32 | -11.11% | | | 现货墓差报价 | 江苏6月 | 09+250 | 09+250 | 0 | - | | | 仓单 | | 20582 | 18882 | 1700 | 9.00% | | | 棕榈油 | | | | | | | | | | 6月30日 | 6月27日 | 涨跌 | 涨跌幅 | | | 现价 | 广东24度 | 8400 | 8500 | -100 | -1.18% | | | 期价 | P2509 | 8330 | 8376 | ...