Group 1 - The China Livestock Breeding Index (930707) has shown a strong increase, with key stocks such as Lihua Co. (300761) rising by 13.96%, Jinxinnong (002548) by 10.00%, and Tiankang Bio (002100) by 9.94% [1] - The Livestock ETF (159867) increased by 2.69%, with a latest price of 0.69 yuan and a net subscription of 136 million units today [1] - As of September 5, the national average price of live pigs was 13.79 yuan/kg, reflecting a week-on-week increase of 0.17 yuan/kg [1] Group 2 - The top ten weighted stocks in the China Livestock Breeding Index (930707) account for 65.57% of the index, including Muyuan Foods (002714) and Wens Foodstuff Group (300498) [2]

Group 1 - The A-share pork sector has seen significant gains, with Lihua Co. rising over 14%, Muyuan Foods increasing over 5%, and other companies like Wens Foodstuff and Shennong Group also performing strongly [1] - The Agricultural ETF managed by E Fund, the Livestock ETF, and the Breeding ETF all rose over 2%, reflecting positive market sentiment in the agricultural sector [2] - The Agricultural 50 ETF tracks the CSI Agricultural Index, with top-weighted stocks including Muyuan Foods, Wens Foodstuff, and others, indicating strong performance in the livestock and agricultural sectors [3] Group 2 - The Ministry of Agriculture and Rural Affairs plans to hold a meeting on September 16 to discuss pig production capacity regulation, which is expected to influence the pork market positively [3][4] - The meeting will include 25 companies, including Muyuan, Wens, and New Hope, to analyze the current pig production situation and discuss measures for capacity regulation [4] - Huaxi Securities notes that the current valuation of the pig farming sector is at a low level, suggesting potential for price increases in the medium to long term, with Lihua Co. being a recommended stock due to its strong performance in both chicken and pig farming [4] Group 3 - Zhongyou Securities highlights that the government's focus on capacity control and quality development in the pig farming industry is expected to benefit pig prices in the coming years, with a potential price increase by the second half of 2026 [5] - The report emphasizes that while there are significant cost differences among companies, those with cost advantages are likely to remain profitable [5]

Group 1 - The China Securities Agricultural and Animal Husbandry Theme Index (931778) has seen an increase of 1.06%, with notable stock performances including TianKang Biological (002100) up by 9.94%, LiHua Co. (300761) up by 9.86%, and Dongfang Tower (002545) up by 4.75% [1] - A meeting is scheduled for September 16 to discuss the regulation of pig production capacity, analyzing the current production situation and measures taken by pig farming enterprises [1] - Guosen Securities indicates that the pig sector is expected to maintain a high price level due to a trend against over-competition, leading to improved cash flow for low-cost leading enterprises and potential increases in long-term dividend ratios [1][2] Group 2 - The domestic beef cycle in 2025 may reach a turning point, with both domestic and international beef and raw milk markets expected to rise together [2] - The feed sector, particularly the aquatic feed leader HaiDa Group, is showing significant excess returns amid a steady recovery in industry conditions, with ongoing overseas expansion highlighting its long-term growth potential [2] - The China Securities Agricultural and Animal Husbandry Theme ETF (159616) closely tracks the Agricultural and Animal Husbandry Theme Index, which includes 50 listed companies involved in various agricultural sectors [2]

Core Viewpoint - Charoen Pokphand Enterprises International (03839) has seen a significant increase in stock price, rising over 570% year-to-date, with a current price of 10.02 HKD and a trading volume of 15.47 million HKD [1] Group 1: Strategic Partnership - On August 28, Muyuan Foods and Charoen Group signed a strategic cooperation agreement in Bangkok, Thailand, marking a collaboration between the world's first and third largest pig farming giants [1] - The partnership will focus on strategic planning, business integration, and global layout, promoting deep collaboration in areas such as feed, pig farming, slaughtering, food processing, talent, and capital [1] Group 2: Company Performance - Charoen Pokphand Enterprises International is a subsidiary of Charoen Group and is one of the world's leading producers of chlortetracycline [1] - According to Huaxin Securities, the global market for veterinary chlortetracycline is dominated by two companies, Jinhe Biology and Charoen Biology, which together account for over 90% of global production capacity, indicating a duopoly market structure [1] - The company's financial report shows a 768.36% year-on-year increase in net profit for the first half of the year, primarily driven by significant growth in the group's biochemical business, which focuses on animal health pharmaceutical products and chlortetracycline [1]

中新网重庆新闻9月11日电(赵武强)9月10日上午，在重庆市铜梁区华兴镇团林村新建的白茶车间，镇纪 委干部正在开展监督检查。 在施工现场，一栋400多平米的彩钢车间拔地而起，现代化的制茶设备设施整齐堆码在车间即将安装， 预计10月底完成设备安装调试，明春正式投用。在现场，镇纪委干部通过查阅资料、现场察看、走访交 谈等方式，详细了解项目推进情况、干部履职及作风情况等，就项目质量、资金使用、建设安全等提出 严格要求，并叮嘱镇村干部认真履职尽责，严守纪律规矩。 "团林村种植优质白茶面积上千亩，为了推进白茶产业提质增效，村里正在新建标准化加工车间，这既 是乡村振兴项目，又是村集体经济项目。为了确保项目建设进度、质量和资金安全，镇纪委全程加强了 监督检查，助推项目顺利建设。"镇纪委书记练小安说。 华兴镇是铜梁南部地区的山区镇，与璧山、永川区连界。近年来，随着乡村全面振兴的推进，一批农业 产业化项目落户华兴镇。镇党委、镇纪委把产业化重点项目的规范化管理作为基层党风廉政建设的重要 抓手，通过集体谈话、廉政约谈、警示教育、"以案四说"等方式加强干部的廉政教育，督促干部以勤政 廉洁的工作作风投身到工作之中，为项目的顺利推进提供 ...

罗牛山股份有限公司 2025年8月畜牧行业销售简报 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000735 证券简称：罗牛山 公告编号：2025-030 （一）上述披露仅包含公司生猪养殖业务销售情况，不含其它业务。 （二）生猪市场价格的大幅波动（下降或上升），都可能会对公司的经营业绩产生重大影响，敬请广大 投资者审慎决策，注意投资风险。 一、2025年8月份生猪销售情况 公司2025年8月销售生猪5.36万头，环比下降4.55%,同比增长12.47%；销售收入9,559.03万元，环比下降 1.96%，同比下降20.30%。 2025年1-8月，公司累计销售生猪42.72万头，同比下降11.50%；累计销售收入79,884.33万元，同比下降 9.18%。 上述数据未经审计，与定期报告披露的数据可能存在差异，因此上述数据仅作为阶段性数据供投资者参 考。 二、风险提示 （三）生猪市场价格变动的风险是整个生猪生产行业的系统风险，对任何一家生猪生产者来说，都是客 观存在的、不可控制的外部风险。 三、其他提示 ...

Group 1 - The core point of the article highlights the sales performance of the company in the livestock industry for August 2025, indicating a mixed trend with a decrease in sales volume but an increase in year-on-year comparison [2] - In August 2025, the company sold 53,600 pigs, representing a month-on-month decrease of 4.55% but a year-on-year increase of 12.47% [2] - The sales revenue for August 2025 was 95.59 million yuan, showing a month-on-month decline of 1.96% and a year-on-year decrease of 20.30% [2] Group 2 - From January to August 2025, the company sold a total of 427,200 pigs, which is a year-on-year decline of 11.50% [2] - The cumulative sales revenue for the same period was 798.84 million yuan, reflecting a year-on-year decrease of 9.18% [2]

开源证券分析指出，我国进口猪肉及猪杂碎中欧盟占比超50%，反倾销征收保证金或驱动国内猪价中枢上移。2025上 半年我国猪肉及猪杂碎进口量达115万吨，其中自欧盟进口量60万吨，欧盟占我国猪肉及猪杂碎进口量52%，伴随我国 对欧盟猪肉及猪杂碎进口产品征收保证金落地，进口猪肉成本抬升供给减少，有望驱动国内猪价中枢上移。 产业层面，猪价持续寻底。根据农业农村部数据，截至9月5日，猪肉平均批发价19.84元/公斤，处于近年来低位，机 构认为当前猪价或处于阶段性触底。 来源：Wind，截至2025.9.5 产能端，8月三方能繁母猪存栏环比微降。根据钢联统计，8月能繁母猪存栏量-0.80%，7月为持平。 值得关注的是，养殖板块整体估值仍处于低位。根据Wind数据，截至9月5日，中证畜牧养殖指数估值为2.72倍PB，处 于16%历史分位数，估值向上修复弹性较大。 9月8日，养殖板块早盘走强，截至发稿，立华股份涨超7%，晓鸣股份、金新农、神农集团涨超5%，新五丰、新希 望、牧原股份、巨星农牧等涨超4%。畜牧养殖ETF（516670）涨3.10%。 消息面上，据证券时报，商务部贸易救济调查局负责人就对原产于欧盟的进口猪肉及猪副 ...

Group 1 - The average national price of pork has reached a new low of 13.61 yuan/kg, indicating a continued downward trend without signs of recovery [1] - The industry is experiencing a significant reduction in profitability, with average profits of 99 yuan per head for commodity pigs and 24 yuan per head for piglets, suggesting a potential shift towards losses [1] - Supply-side reforms are being actively supported by major pig farming companies, with a notable reduction in breeding stock expected, particularly from leading companies like Muyuan [1] Group 2 - The EU has implemented temporary anti-dumping measures on imported pork from the EU, with deposit rates ranging from 15.6% to 62.4%, effective from September 10, 2025 [2] - Following the announcement of the anti-dumping measures, the China Livestock Breeding Index rose by 2.35%, with significant gains in stocks such as Lihua and Shennong [2] - The Livestock ETF, which tracks the China Livestock Breeding Index, also saw an increase of 2.29%, indicating positive market sentiment [2] Group 3 - As of August 29, 2025, the top ten weighted stocks in the China Livestock Breeding Index accounted for 65.57% of the index, highlighting the concentration of market influence among these companies [3]

Group 1 - The core viewpoint of the news is that China's preliminary anti-dumping ruling on imported pork from the EU is expected to create a favorable configuration opportunity for the domestic pig farming sector, leading to price increases in the industry [1][2] - The Ministry of Commerce of China announced a preliminary ruling on September 5, 2025, recognizing that imported pork and related products from the EU are being dumped, and will implement temporary anti-dumping measures starting September 10, 2025, with deposit rates ranging from 15.6% to 62.4% [1] - The livestock ETF (159867) rose by 2.60%, reflecting positive market sentiment towards the pig farming sector following the anti-dumping announcement [1] Group 2 - Open Source Securities noted that over 50% of China's imported pork and offal comes from the EU, and the anti-dumping measures may drive domestic pork prices higher, indicating a potential bottoming out of prices [2] - As temperatures cool, demand for pork is expected to improve, leading to tighter market supply of large pigs and an expansion of price differentials for fat pigs [2] - The China Livestock Breeding Index (930707) includes companies involved in livestock feed, veterinary drugs, and breeding, with the top ten weighted stocks accounting for 65.57% of the index [2]