7月29日，温氏股份连续5个交易日下跌，区间累计跌幅-5.11%。温氏食品集团股份有限公司,创立于1983年,现已发展成一家以畜禽养殖为主业、配套相关业 务的跨地区现代农牧企业集团。 财报显示，易方达基金旗下易方达创业板ETF为温氏股份前十大股东，今年二季度减持。今年以来收益率13.50%，同类排名1132(总3381)。 | 易方达创业板ETF | | --- | | 今年以来各阶段业绩及同类排名 | | 阶段涨幅 | 季度涨幅 年度涨幅 | | | | | | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | 4.16% | 13.32% | 25.21% | 17.69% | 13.50% | | 同类平均0 | 1.97% | 7.24% | 13.26% | 14.16% | 11.94% | | 沪深300 | 0.80% | 5.87% | 9.99% | 8.77% | 5.52% | | 跟踪标的� | 4.14% | 13.29% | 24.57% | 16.61% | 12.37% ...

7月29日，牧原股份股票收盘大跌2.19%，天眼查工商信息显示，牧原食品股份有限公司成立于2000年，位于南阳市，是一家以从事畜牧业为主的企业。企 业注册资本546276.8135万人民币，法定代表人为曹治年。 数据显示，华泰柏瑞基金旗下华泰柏瑞沪深300ETF为牧原股份前十大股东，今年二季度减持。今年以来收益率7.10%，同类排名2228(总3422)。 | 设强幅 | 李度涨幅 | 今年以来各阶段业绩及同类排名 年度涨幅 | | [] 下载天天基金手机版,随时查 | | | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | 1.33% | 6.24% | 11.11% | 10.19% | 7.10% | | 同类平均6 | 1.97% | 7.24% | 13.26% | 14.16% | 11.94% | | 沪深300 | 0.80% | 5.87% | 9.99% | 8.77% | 5.52% | | 跟踪标的� | 0.80% | 5.87% | 9.99% | 8.77% | 5.52 ...

Group 1 - The company Huadong Holdings (002840.SZ) announced a notice regarding the lifting of restrictions on the non-public issuance of shares [1] - A total of 132 million shares will be released, accounting for 16.42% of the company's current total share capital [1] - The shares will be available for trading starting from August 1, 2025 [1]

进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为1437.81万元。 证券时报•数据宝统计显示，温氏股份今日收盘价为17.63元，下跌2.06%，日换手率为0.95%，成交额为9.97亿元，全天主力资金净流出6958.81万 元，近5日该股累计下跌5.11%，近5日资金合计净流出2.05亿元。 两融数据显示，该股最新融资余额为8.24亿元，近5日减少5223.05万元，降幅为5.96%。（数据宝） 7月29日温氏股份大宗交易一览 | 成交量 （万股） | 成交金额 （万元） | 成交价格 （元） | 相对当日 收盘折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | | | （%） | | | | 45.61 | 983.81 | 21.57 | | 22.35 粤开证券股份有限公司深圳分公司 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | | | | | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 | | | （原标题：温氏股份大宗交易成交45.61万股 成交额983.81万元） 温氏股份7月 ...

目前，市、县正对大型在建和建成未投产畜禽养殖项目生态环境隐患问题开展专项核查。县人民政 府正在编制《慈利县"十五五"畜禽养殖业发展规划》《慈利县畜禽养殖禁养区划定技术方案》，统筹生 态环保、地质地貌、资源承载等因素，严把生态环境审批关。《规划》《方案》出台前，禁止规模畜禽 养殖场新建、续建或投产。 该养殖场位于赵家岗土家族乡新建村与桑植县竹叶坪乡茶垭村交界处，已进行场地平整，于2024年 12月全面停工。 据慈利发布微信公众号消息，针对群众关注的赵家岗土家族乡茅花界东方希望养殖场问题，赵家岗 土家族乡人民政府发布情况说明。 ...

Summary of Key Points Core Viewpoint - The company, Leshan Juxing Agricultural and Animal Husbandry Co., Ltd., has successfully completed a share buyback program aimed at implementing an employee stock ownership plan or equity incentive, with a total expenditure of approximately 99.99 million yuan for the repurchase of 4,773,900 shares at an average price of 20.94 yuan per share [1][2]. Group 1: Buyback Plan Details - The buyback plan was first disclosed on April 24, 2025, with an implementation period from April 23, 2025, to April 22, 2026 [1]. - The expected buyback amount ranges from 50 million yuan to 100 million yuan, with a maximum buyback price set at 28.00 yuan per share [1]. - The actual buyback shares represent 0.94% of the total share capital, and the total assets of the company as of December 31, 2024, were 8.764 billion yuan [1]. Group 2: Implementation Status - The company initiated the buyback on June 23, 2025, and completed it by July 28, 2025, with the actual repurchase price ranging from 20.11 yuan to 22.21 yuan per share [2]. - The funds used for the buyback were sourced from the company's own funds and loans from financial institutions, ensuring no significant impact on the company's operational and financial status [2]. Group 3: Shareholding Changes - Before the buyback, the total number of shares was 510,070,294, which increased to 510,070,333 after the buyback [4]. - The repurchased shares are held in a special account and do not confer rights such as voting, profit distribution, or capital increase during the holding period [4][5]. Group 4: Future Plans for Repurchased Shares - The repurchased shares are intended for the employee stock ownership plan or equity incentive. If not fully utilized within 36 months, the unused portion will be canceled following relevant procedures [5].

Investment Rating - The report maintains an "Overweight" rating for the agricultural sector, indicating a positive outlook compared to the overall market performance [4][5]. Core Insights - The report highlights the ongoing "de-involution" process in the pig farming industry, recommending high-quality pig farming companies as key investment opportunities. The Ministry of Agriculture and Rural Affairs has emphasized the need for capacity control measures in the industry, which is expected to enhance profitability and stability for leading companies [4][5]. - The report notes a rebound in the prices of yellow feathered chickens, suggesting a potential turnaround in profitability as the traditional consumption peak approaches [4][5]. - The pet food sector is experiencing mixed performance, with export figures showing a decline due to trade tensions, but domestic growth remains promising [4][5]. Summary by Sections Agricultural Stock Market Performance - The Shenwan Agricultural Index rose by 3.6%, outperforming the CSI 300 Index, which increased by 1.7%. The top five gainers included ST Tianshan (39.8%), Dayu Water-saving (36.2%), and Shennong Group (15.4%) [4][5]. Pig Farming Industry - The report emphasizes the importance of the "de-involution" process in the pig farming sector, with a focus on capacity control measures. The average price of live pigs was reported at 14.10 yuan/kg, a decrease of 2.0% week-on-week [4][5]. Poultry Farming - White feather chicken prices have shown a seasonal rebound, with the average sales price for broiler chicks at 1.60 yuan/chick, up 28.0% week-on-week. Yellow feather chicken prices have also increased, indicating a potential for profitability as the consumption season approaches [4][5]. Pet Food Industry - In June 2025, China's pet food export value was 824 million yuan, down 10.0% month-on-month and 20.2% year-on-year. The cumulative export value for the first half of 2025 was 4.999 billion yuan, showing a slight increase of 0.4% year-on-year [4][5].

Group 1 - The company conducted a self-examination regarding the stock trading activities of the incentive plan participants and insider information recipients prior to the public disclosure of the 2025 stock option and restricted stock incentive plan [1][2] - The self-examination period covered the six months prior to the public disclosure of the incentive plan [1] - The company confirmed that there were no insider trading activities by the incentive plan participants and insider information recipients during the self-examination period [2] Group 2 - The company adhered to the requirements of the "Insider Information Knowledge Personnel Registration Management System" by limiting the scope of insider information recipients and implementing strict confidentiality measures [2] - The trading activities during the self-examination period were based on personal judgment of the secondary market and reasonable arrangements of personal funds, with no evidence of insider trading found [2] - The conclusion of the self-examination indicated that all involved parties did not engage in insider trading due to knowledge of insider information [2]

Core Viewpoint - The article highlights the unprecedented boom in the Hong Kong stock market in the first half of 2025, driven by a surge in A+H listings from mainland companies, indicating a strategic shift from passive financing to proactive market positioning [1][3]. Group 1: A+H Listing Trend - Approximately 50 A-share companies have disclosed plans for Hong Kong listings in the first half of 2025, including major firms like CATL and Midea [1]. - The current wave of A+H listings features financially robust companies, contrasting with previous instances of "bloodletting" listings where firms often faced share price declines [1][3]. - The A+H listing trend is influenced by multiple factors, including policy changes, liquidity improvements, and the internationalization needs of companies [3][4]. Group 2: Macro and Micro Factors - On a macro level, China's economy has been recovering, supported by government policies that signal intervention in the capital markets, leading to improved fundamentals for companies [4]. - The global trend of de-dollarization has resulted in a decline in the dollar index by 10%-11%, prompting investors to seek opportunities in other markets, including Hong Kong [3][4]. - On a micro level, companies like Midea and CATL are pursuing internationalization, seeking to attract global talent and facilitate overseas mergers and acquisitions through access to international capital markets [5][6]. Group 3: Market Dynamics and Investor Behavior - The Hong Kong Stock Exchange has made significant efforts to attract quality companies, enhancing its appeal as a platform for global investors [6][9]. - The influx of high-quality A+H listed companies is expected to create a more diverse market, although it may lead to a "crowding out" effect for smaller firms due to fixed liquidity [12][13]. - The return of quality companies to the A-share market could enhance index-based investments, aligning more closely with the realities of the Chinese economy [14]. Group 4: Regulatory and Compliance Considerations - A+H listings increase compliance costs for companies, as they must adhere to both mainland and Hong Kong regulatory standards, which can drive operational efficiency [10][12]. - The presence of international investors in the Hong Kong market may lead to a more rational valuation of Chinese companies, benefiting the overall market [12].

Group 1 - The swine breeding sector is experiencing a recovery in pig prices due to policy guidance, with post-slaughter weights declining and supply-demand dynamics realigning, indicating a positive outlook for prices [1] - Long-term capacity cycle bottoms are becoming clearer, suggesting the sector may enter a prolonged period of profitability [1] - The recovery in swine inventory is boosting demand for feed and animal health products, with the African swine fever vaccine entering clinical trials, which is expected to drive growth in the animal health sector [1] Group 2 - In the planting chain, the upward trend in grain prices is established, with favorable fundamentals for planting and seed industries [1] - Recent increases in natural rubber prices are attributed to rainy weather in Southeast Asia affecting raw material output, maintaining a tight supply situation, while downstream tire production rates are recovering, supporting rubber prices [1] - In the white feather broiler sector, prices for live chickens and chicks have increased by 2.56% and 38.38% week-on-week, respectively, driven by the summer stocking season [1] Group 3 - The Livestock ETF (159865) tracks the China Securities Livestock Index (930707), which selects listed companies involved in livestock breeding, feed processing, and animal health to reflect the overall performance of the livestock sector [1] - The index focuses on upstream industry allocation within the agricultural and food supply chain [1] - Investors without stock accounts can consider the Guotai China Securities Livestock Breeding ETF Connect A (012724) and Connect C (012725) [1]