Core Viewpoint - Yisheng Co., Ltd. announced a share buyback plan, indicating a strategic move to enhance shareholder value and confidence in the company's future performance [2]. Group 1: Share Buyback Details - As of July 31, 2025, the company has repurchased approximately 12.91 million shares, accounting for 1.17% of the total share capital [2]. - The highest transaction price during the buyback was 10.94 CNY per share, while the lowest was 8.04 CNY per share, with a total transaction amount of approximately 116 million CNY [2]. Group 2: Revenue Composition - For the first half of 2025, the revenue composition of Yisheng Co., Ltd. was as follows: chicken revenue accounted for 76.18%, pig revenue for 15.47%, agricultural and livestock equipment revenue for 5.48%, milk revenue for 1.72%, and other industries for 1.14% [2].

Group 1 - The company acknowledges that its stock price is influenced by various factors such as macroeconomic conditions and market sentiment, leading to uncertainty [2] - The company emphasizes the importance of market value management and investor returns, focusing on core business, improving operational efficiency, and profitability [2] - The company is implementing multiple measures to enhance market value management, including corporate governance, information disclosure, investor relations management, shareholder returns, and capital operations [2]

格隆汇8月4日丨唐人神(002567.SZ)公布，截至2025年7月31日，公司通过股份回购专用证券账户以集中 竞价方式回购公司股份8,713,500股，占公司目前总股本的0.61%，最高成交价为5.52元/股，最低成交价 为4.68元/股，成交金额4399.6594万元(不含交易费用)。 ...

唐人神公告，截至2025年7月31日，公司通过股份回购专用证券账户以集中竞价方式累计回购公司股份 871.35万股，占公司目前总股本的0.61%，最高成交价为5.52元/股，最低成交价为4.68元/股，成交金额 4399.66万元（不含交易费用）。本次回购价格未超过回购方案中拟定的7.8元/股。本次回购股份资金来 源为公司自有资金及股票回购贷款资金。 ...

（原标题：温氏股份在广东成立电商公司，含供港澳活畜禽经营业务） 企查查APP显示，近日，广东温氏电商有限公司成立，法定代表人为秦磊，注册资本为500万元，经营 范围包含：数字文化创意软件开发；日用杂品销售；供港澳活畜禽经营；畜禽收购；鲜蛋零售；鲜蛋批 发等。企查查股权穿透显示，该公司由温氏股份（300498）全资持股。 ...

金融界8月4日消息，有投资者在互动平台向华统股份提问：股价跌跌不休，管理层有无市值管理计划 啊？ 公司回答表示：您好，公司股价受宏观经济形势、市场情绪等众多因素影响，具有不确定性。公司高度 重视市值管理和投资者回报工作，在聚焦主业、提升经营效率和盈利能力的同时通过公司治理、信息披 露、投资者关系管理、股东回报、资本运作等多举措进一步完善市值管理工作。谢谢！ ...

Investment Rating - The report maintains a "Buy" rating for the agricultural, forestry, animal husbandry, and fishery sector, indicating an expected investment return exceeding 15% over the next 6-12 months [5]. Core Insights - The report highlights a strong rebound in meat and poultry prices due to increased stocking and the arrival of the consumption peak season [1][2]. - The pig price has shown a week-on-week increase of 1.27%, with the average price reaching 14.33 yuan/kg as of August 1 [23]. - The white feathered chicken price rose by 1.94% to 6.83 yuan/kg, while chick prices surged by 33.16% to 2.57 yuan/bird, driven by limited market supply and increased stocking enthusiasm among farmers [2][35]. - Corn and wheat prices have decreased slightly, while soybean meal prices have increased, indicating mixed trends in feed costs [3][50]. Summary by Sections 1. Market Overview - The agricultural sector underperformed against the broader market, with the agricultural index declining by 2.97% [14]. - The animal husbandry segment saw a significant drop, particularly in pig farming, which fell by 4.63% [14]. 2. Key Data Tracking - Pig prices increased to 14.33 yuan/kg, while the average weight of pigs at slaughter was 127.98 kg, reflecting a slight decrease [22][23]. - The white feathered chicken price reached 6.83 yuan/kg, and chick prices rose significantly, indicating a recovery in the poultry market [35][21]. - Yellow chicken prices improved due to seasonal demand, with medium-speed chicken prices increasing by 8.33% to 5.46 yuan/jin [45]. 3. Investment Recommendations - The report recommends focusing on the pig farming sector, anticipating a favorable supply-demand balance in August, with key companies to watch including Muyuan Foods, Wens Foodstuff Group, and Juxing Agriculture [4][71]. - For the feed and veterinary sectors, companies like Haida Group and Reap Bio are highlighted due to rising demand from increased pig stocks [4][71]. - In the planting chain, companies such as Suqian Agricultural Development and Beidahuang are recommended as grain prices are expected to rise [4][71]. - The pet food sector is also noted for growth potential, with companies like Guibao Pet and Zhongchong Co. being highlighted [4][74].

Investment Rating - The report maintains a "Buy" rating for the agricultural, forestry, animal husbandry, and fishery sector [5] Core Insights - The report indicates a strong rebound in meat and poultry prices due to increased stocking and the arrival of the consumption peak season [1][2] - The pig price has shown a week-on-week increase of 1.27%, with the average price reaching 14.33 yuan/kg as of August 1 [23] - The white feather broiler price has risen by 1.94% to 6.83 yuan/kg, while chick prices surged by 33.16% to 2.57 yuan/bird [33] - Corn and wheat prices have decreased slightly, with corn averaging 2402.75 yuan/ton (down 0.21%) and wheat at 2440.5 yuan/ton (down 0.17%) [48] Summary by Sections 1. Market Review - The agricultural, forestry, and fishery sector underperformed the market, with a decline of 2.97% in the sector index [14] - The animal husbandry segment saw a significant drop of 4.63% [14] 2. Key Data Tracking 2.1 Swine - The average weight of market pigs is 127.98 kg, down 0.5 kg week-on-week, with a frozen meat inventory rate of 14.54% [23] 2.2 White Feather Broilers - The market is experiencing limited supply, leading to price increases for both broilers and chicks [33] 2.3 Yellow Feather Broilers - Yellow chicken prices have increased by 8.33% to 5.46 yuan/jin, driven by improved supply-demand dynamics during the summer [43] 2.4 Feed Sector - The report notes a slight decrease in corn and wheat prices, while soybean meal prices have increased by 0.49% to 2977.71 yuan/ton [48] 3. Investment Recommendations - The report recommends focusing on the swine breeding sector, highlighting companies such as Muyuan Foods, Wens Foodstuffs, and Juxing Agriculture [4] - It also suggests monitoring the feed and animal health sectors, particularly Haida Group and Reap Bio [4] - In the planting chain, companies like Suqian Agricultural Development and Beidahuang are recommended due to favorable grain price trends [4] - The pet food sector is also highlighted for its growth potential, with recommendations for companies like Guibao Pet and Zhongchong Co [4]

Group 1 - The company reported a revenue of 1.32 billion yuan in the first half of 2025, a year-on-year decrease of 3.98%, and a net profit attributable to shareholders of 6 million yuan, down 96.6% year-on-year [1] - In Q2 2025, the company achieved a revenue of 698 million yuan, a year-on-year increase of 1.42%, while the net profit attributable to shareholders was 19 million yuan, a decrease of 73.75% year-on-year [1] - The company estimated the sales of commodity broiler chicks in Q2 2025 to be approximately 160 million, an increase of 14% year-on-year, with an average selling price of 2.4 yuan per chick, up about 0.1 yuan from Q1 2025 [1] Group 2 - The sales of 909 chicks in Q2 2025 were approximately 21 million, a year-on-year decrease of 5%, with an average selling price of 0.8 yuan per chick, which declined compared to Q1 2025 [2] - The company sold about 24,000 breeding pigs in Q2 2025, a year-on-year increase of 361%, with an average selling price of 2,471.3 yuan per pig, indicating a continuous release of breeding pig capacity [2] - Due to the low prices of chicks, the company has adjusted its profit forecast, expecting net profits attributable to shareholders of 200 million, 570 million, and 590 million yuan for 2025-2027, representing year-on-year changes of -60.2%, +186.3%, and +2.6% respectively [2]

Group 1 - The "Media+" initiative aims to empower the "Hundred Million Project" to enhance agriculture, rural beauty, and farmer prosperity [2][3] - The New Xing County has shown significant changes after three years of the "Hundred Million Project" implementation [4] - The media delegation visited the Wens Foodstuff Group Research Institute, which is the first agricultural enterprise research institute in the province, focusing on modern breeding, disease prevention, and smart farming [5][6][8] Group 2 - Guangdong Feng Aluminum Co., Ltd. is a leading enterprise in China's aluminum profile industry, with over 900 patents and a projected revenue of 10.8 billion yuan in 2024 [12][15] - Guangdong New Xing Feng Aluminum Co., Ltd. is investing 5 billion yuan in aluminum and metal processing projects, aiming for an annual production capacity of 600,000 tons and a revenue of 10 billion yuan [17][18] - The family farm project in Lianzhuzhen aims to resolve collective income issues, with a planned investment of 8 million yuan and an annual output of over 800,000 meat chickens [22][24] Group 3 - The Lingfeng New Cheng Factory, established in 2016, is a comprehensive industrial upgrade base with an annual output value of 1.8 billion yuan and features the world's first fully automated stainless steel pot production line [27][29] - The Liu Zu Hometown Tourism Resort is recognized as a national 4A-level tourist attraction, known for its unique cultural and wellness offerings [32][34]