Core Viewpoint - Muyuan Foods (002714.SZ) reported a significant increase in the sales volume of live pigs for August 2025, but experienced a decline in sales price and revenue compared to the previous year [1] Sales Performance - The company sold 7.001 million live pigs in August 2025, representing a year-on-year increase of 27.10% [1] - Sales to its wholly-owned subsidiary, Muyuan Meat Products Co., Ltd. and its subsidiaries accounted for 2.591 million live pigs [1] Pricing and Revenue - The average selling price of live pigs was 13.51 yuan per kilogram, showing a year-on-year decrease of 31.46% [1] - Total sales revenue from live pigs reached 11.85 billion yuan, reflecting a year-on-year decline of 12.30% [1]

Core Viewpoint - Dongrui Co., Ltd. reported a decline in both sales volume and revenue for August 2025, indicating potential challenges in the market [1] Sales Performance - The company sold a total of 94,800 pigs in August 2025, generating sales revenue of 160 million yuan, which represents a 5.48% decrease compared to the previous month [1] - The average selling price of commercial pigs was 15.86 yuan per kilogram, reflecting a 2.02% decrease from the previous month [1] Subsidiary Transactions - The company sold 2,100 pigs to its wholly-owned subsidiary, Heyuan Dongrui Meat Products Co., Ltd. [1]

Core Viewpoint - The Ministry of Commerce of China has initiated an anti-dumping investigation into imported pork and pork products from the European Union, indicating preliminary evidence of dumping and substantial harm to the domestic industry [1] Group 1: Investigation Timeline - On June 17, 2024, the Ministry of Commerce launched the anti-dumping investigation following a request from the China Animal Husbandry Association [1] - The investigation deadline was extended to December 16, 2025, as announced on June 10, 2025 [1] Group 2: Findings and Initial Ruling - Preliminary evidence suggests that imported pork and pork products from the EU are being dumped, causing substantial damage to the domestic industry [1] - The Ministry of Commerce announced on September 5, 2025, that the dumping margin for EU companies is between 15.6% and 62.4% [1] - Temporary anti-dumping measures will be implemented based on the initial ruling [1]

Core Insights - Muyuan Foods (002714.SZ) announced that in August 2025, the company sold 7.001 million pigs, representing a year-on-year increase of 27.10% [1] - The average selling price of pigs was 13.51 yuan per kilogram, which is a year-on-year decrease of 31.46% [1] - The total sales revenue from pig sales amounted to 11.85 billion yuan, reflecting a year-on-year decrease of 12.30% [1]

牧原股份公告，2025年8月份，公司销售商品猪700.1万头，同比变动27.10%（其中向全资子公司牧原肉 食品有限公司及其子公司合计销售商品猪259.1万头）；商品猪销售均价13.51元/公斤，同比变 动-31.46%；商品猪销售收入118.5亿元，同比变动-12.30%。 ...

Core Viewpoint - The company reported a significant decrease in both sales volume and average selling price of commodity pigs in August 2025 compared to the previous year, indicating potential challenges in the market [1] Sales Performance - The company sold 7.001 million commodity pigs in August 2025, representing a year-on-year increase of 27.10% [1] - The average selling price of commodity pigs was 13.51 yuan per kilogram, showing a year-on-year decrease of 31.46% [1] - The total sales revenue from commodity pigs was 11.85 billion yuan, reflecting a year-on-year decline of 12.30% [1] Subsidiary Sales - Out of the total sales, 2.591 million commodity pigs were sold to the wholly-owned subsidiary, Muyuan Meat Products Co., Ltd. and its subsidiaries [1]

Core Insights - Dongrui Co., Ltd. reported a total sale of 94,800 pigs in August 2025, generating a revenue of 160 million yuan, which represents a month-on-month decline of 5.48% [1] - The average selling price of commercial pigs was 15.86 yuan per kilogram, reflecting a month-on-month decrease of 2.02% [1] - The company sold 2,100 pigs to its wholly-owned subsidiary, Heyuan Dongrui Meat Products Co., Ltd. [1]

格隆汇9月5日丨东瑞股份(001201.SZ)公布，2025年8月份，公司共销售生猪9.48万头，销售收入1.60亿 元，环比下降5.48%；商品猪销售均价15.86元/公斤，环比下降2.02%。其中向全资子公司河源市东瑞肉 类食品有限公司销售生猪0.21万头。 ...

Core Viewpoint - The Ministry of Commerce has preliminarily determined that imported pork and pork by-products from the European Union are being dumped, causing substantial damage to the domestic industry, with a causal relationship established between dumping and the damage [1] Group 1: Investigation Findings - The investigation agency has found that there is dumping of relevant pork products from the EU [1] - Substantial damage to the domestic industry has been confirmed as a result of this dumping [1] - A causal relationship between the dumping and the substantial damage has been established [1] Group 2: Regulatory Actions - According to Articles 28 and 29 of the Anti-Dumping Regulations, the investigation agency has decided to implement temporary anti-dumping measures in the form of a cash deposit [1] - Starting from September 10, 2025, importers of the investigated products will be required to provide corresponding cash deposits to the Customs of the People's Republic of China based on the determined rates for each company [1]

Core Viewpoint - The Ministry of Commerce of China has initiated an anti-dumping investigation against imported pork and pig by-products from the European Union, concluding that dumping exists and has caused substantial damage to the domestic industry, with a causal relationship established between dumping and damage [1]. Group 1: Preliminary Ruling - The preliminary ruling indicates that imported pork and pig by-products from the EU are being dumped, causing substantial harm to the domestic industry, and a causal relationship between dumping and harm has been identified [1]. Group 2: Imposition of Security Deposits - Starting from September 10, 2025, importers of the investigated products must provide corresponding security deposits to the Customs of the People's Republic of China based on the determined rates for each company as per the preliminary ruling [2][8]. Group 3: Product Description - The investigated products include fresh, chilled, frozen pork, edible offal, and various forms of pig fat and intestines, which are suitable for human consumption [5][6]. Group 4: Tariff Classification - The products fall under specific tariff codes in the People's Republic of China, with certain non-pork products excluded from this investigation [6]. Group 5: Comments from Stakeholders - Stakeholders have a 10-day period from the announcement date to submit written comments to the investigating authority [9].