据港交所1月12日披露，海大国际控股有限公司(简称：海大国际)向港交所主板递交上市申请，摩根大通、中金公司（601995）、广发证券为其联席保荐 人。 公司简介 招股书显示，海大国际是一家技术驱动型的全球化农业企业，以饲料业务为基石，为畜牧行业全价值链提供全面的综合解决方案。公司的核心市场为亚洲 (不含东亚)、非洲及拉丁美洲。 根据弗若斯特沙利文的资料，2024年，按产量计，公司是亚洲(不含东亚)第二大水产料供应商，水产料产量达100万吨；按产量计，亦是越南第三大饲料供 应商，饲料产品产量达170万吨。 公司通过涵盖饲料、种苗与动保的整套产品与服务，全面满足养殖业领域的各种需求。其中，饲料是公司的主要产品。公司的饲料产品种类丰富，拥有水产 料、禽料、猪料生产线。 截至2026年1月5日，公司的饲料生产基地分布于六个国家，分别为越南、印度、印度尼西亚、埃及、孟加拉国及厄瓜多尔。 于往绩记录期间，公司的收入来自销售饲料产品，主要包括水产料、禽料及猪料；种苗产品，包括虾苗及鱼苗；及动物保健品，包括环境改良剂及多种动物 保健产品。 | | | 截至12月31日止年度 | | | | 截至9月30日止九個月 | | | ...

国泰中证畜牧养殖ETF（159865）基金经理为梁杏。 截至发稿，梁杏累计任职时间9年215天，现任基金资产总规模306.17亿元，任职期间最佳基金回报 1112.34%， 任职期间最差基金回报-57.82%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 1月6日，蔚蓝生物涨5.02%，截至发稿，报15.06元/股，成交8138.03万元，换手率2.20%，总市值38.11 亿元。 资料显示，青岛蔚蓝生物股份有限公司位于山东省青岛市崂山区九水东路596-1号，成立日期2005年2月 23日，上市日期2019年1月16日，公司主营业务涉及酶制剂、微生态、动物保健品的研发、生产和销 售。主营业务收入构成为：酶制剂36.63%，动物保健品22.60%，其他业务21.75%，微生态17.27%，其 他(补充)1.76%。 从蔚蓝生物十大流通股东角度 数据显示，国泰基金旗下1只基金位居蔚蓝生物十大流通股东。国泰中证畜牧养殖ETF（159865）三季 度增持67.32万股，持有股 ...

分红方面，唐人神A股上市后累计派现9.72亿元。近三年，累计派现5090.17万元。 机构持仓方面，截止2025年9月30日，唐人神十大流通股东中，国泰中证畜牧养殖ETF（159865）位居 第三大流通股东，持股3182.97万股，相比上期增加1142.98万股。南方中证1000ETF（512100）位居第 四大流通股东，持股1310.28万股，相比上期减少17.08万股。香港中央结算有限公司位居第五大流通股 东，持股1214.65万股，相比上期增加126.10万股。银华农业产业股票发起式A（005106）位居第六大流 通股东，持股1013.80万股，相比上期增加7.43万股。中信建投价值增长混合A（025231）位居第九大流 通股东，持股820.00万股，为新进股东。 责任编辑：小浪快报 12月29日，唐人神涨0.00%，成交额7447.20万元。两融数据显示，当日唐人神获融资买入额1155.57万 元，融资偿还526.31万元，融资净买入629.26万元。截至12月29日，唐人神融资融券余额合计4.17亿 元。 融资方面，唐人神当日融资买入1155.57万元。当前融资余额4.16亿元，占流通市值的6.58 ...

截至9月30日，唐人神股东户数7.37万，较上期减少6.04%；人均流通股19426股，较上期增加6.43%。 2025年1月-9月，唐人神实现营业收入185.86亿元，同比增长8.87%；归母净利润-3.65亿元，同比减少 243.80%。 分红方面，唐人神A股上市后累计派现9.72亿元。近三年，累计派现5090.17万元。 机构持仓方面，截止2025年9月30日，唐人神十大流通股东中，国泰中证畜牧养殖ETF（159865）位居 第三大流通股东，持股3182.97万股，相比上期增加1142.98万股。南方中证1000ETF（512100）位居第 四大流通股东，持股1310.28万股，相比上期减少17.08万股。香港中央结算有限公司位居第五大流通股 东，持股1214.65万股，相比上期增加126.10万股。银华农业产业股票发起式A（005106）位居第六大流 通股东，持股1013.80万股，相比上期增加7.43万股。中信建投价值增长混合A（025231）位居第九大流 通股东，持股820.00万股，为新进股东。 12月4日，唐人神跌1.75%，成交额1.13亿元。两融数据显示，当日唐人神获融资买入额1042.9 ...

Core Viewpoint - Tangrenshen's stock performance shows low financing activity and a decrease in net profit, indicating potential challenges in the company's financial health and investor sentiment [1][2]. Financing Summary - On November 17, Tangrenshen's financing buy amounted to 9.56 million yuan, while financing repayment was 9.74 million yuan, resulting in a net financing outflow of 186,400 yuan [1]. - The total financing and securities balance for Tangrenshen reached 388 million yuan, with the financing balance accounting for 5.55% of the circulating market value, which is below the 10% percentile level over the past year [1]. - In terms of securities lending, 200 shares were repaid, and 6,400 shares were sold, with a selling amount of 31,200 yuan calculated at the closing price [1]. Business Performance Summary - As of September 30, the number of shareholders for Tangrenshen was 73,700, a decrease of 6.04% from the previous period, while the average circulating shares per person increased by 6.43% to 19,426 shares [2]. - For the period from January to September 2025, Tangrenshen reported operating revenue of 18.586 billion yuan, reflecting a year-on-year growth of 8.87%. However, the net profit attributable to the parent company was -365 million yuan, a significant decrease of 243.80% year-on-year [2]. - Since its A-share listing, Tangrenshen has distributed a total of 972 million yuan in dividends, with 50.9 million yuan distributed over the past three years [2]. Shareholder Structure Summary - As of September 30, 2025, the top ten circulating shareholders included notable entities such as Guotai CSI Livestock Breeding ETF, which increased its holdings by 11.43 million shares to 31.83 million shares [2]. - Other significant shareholders included Southern CSI 1000 ETF, which reduced its holdings by 170,800 shares, and Hong Kong Central Clearing Limited, which increased its holdings by 126,100 shares [2]. - New shareholder entry included CITIC Jiantou Value Growth Mixed A, holding 8.2 million shares [2].

Group 1 - The core point of the article is that Guobang Pharmaceutical held its first temporary board meeting for 2025 on November 6, 2023, to discuss the appointment of the board secretary and other documents [1] - For the year 2024, Guobang Pharmaceutical's revenue composition is as follows: the pharmaceutical segment accounts for 64.87%, the animal health products segment accounts for 34.24%, and other segments account for 0.48% and 0.4% respectively [1] - As of the report date, Guobang Pharmaceutical has a market capitalization of 12.5 billion yuan [1]

Core Insights - The company, Weilan Bio, was established on February 23, 2005, and went public on January 16, 2019, on the Shanghai Stock Exchange, with its registered and office locations in Shandong Province. It is a representative enterprise in the enzyme preparation and probiotic fields in China, with notable advantages in technology research and development [1] Financial Performance - For Q3 2025, Weilan Bio reported a revenue of 1.016 billion yuan, ranking 14th out of 24 in the industry. The top two competitors, Meihua Biological and Xinhengcheng, reported revenues of 18.215 billion yuan and 16.642 billion yuan, respectively, while the industry average was 357.1 million yuan [2] - The net profit for the same period was 82.93 million yuan, placing the company 15th in the industry. The leading competitors reported net profits of 5.354 billion yuan and 3.025 billion yuan, with the industry average at 539 million yuan [2] Financial Ratios - As of Q3 2025, Weilan Bio's debt-to-asset ratio was 37.49%, down from 38.62% year-on-year, which is higher than the industry average of 28.46% [3] - The company's gross profit margin for Q3 2025 was 44.45%, slightly up from 44.18% year-on-year, and also above the industry average of 28.77% [3] Management and Shareholder Information - The chairman and general manager, Chen Gang, received a salary of 1.97 million yuan in 2024, an increase of 499,300 yuan from 2023 [4] - As of September 30, 2025, the number of A-share shareholders decreased by 22.70% to 17,000, while the average number of circulating A-shares held per account increased by 29.36% to 14,900 [5] Strategic Outlook - According to Minsheng Securities, Weilan Bio's revenue and net profit showed fluctuations in the first half of 2025, with Q2 performance improving. The company is focusing on innovation strategies, with significant results in food probiotics and animal health products. The capacity layout is nearing completion, enhancing multi-business synergy [5] - Guoxin Securities noted that the company expects steady revenue growth in 2024 and Q1 2025, with the capacity layout nearly finished. The R&D-driven gross margin for enzyme products is expected to continue rising, benefiting from market expansion due to alternatives to feed antibiotics [5]

Core Insights - Tangrenshen's stock price increased by 0.21% on October 15, with a trading volume of 105 million yuan [1] - The company reported a financing net purchase of 1.63 million yuan on the same day, with a total financing and securities balance of 454 million yuan [1] Financing Overview - On October 15, Tangrenshen had a financing buy amount of 11.73 million yuan, with a financing balance of 453 million yuan, accounting for 6.53% of its market capitalization [1] - The financing balance is below the 40th percentile level over the past year, indicating a relatively low position [1] Securities Lending Overview - On October 15, the company repaid 2,300 shares in securities lending and sold 3,900 shares, amounting to a selling value of 18,900 yuan [1] - The remaining securities lending volume is 318,700 shares, with a balance of 1.54 million yuan, also below the 30th percentile level over the past year [1] Company Profile - Tangrenshen Group Co., Ltd. is located in Zhuzhou City, Hunan Province, and was established on September 11, 1992, with its listing date on March 25, 2011 [1] - The company's main business includes feed, breeding, and meat processing, with revenue contributions of 60.26% from feed products, 34.10% from pigs and poultry, 5.58% from meat products, and 0.06% from animal health products [1] Financial Performance - As of June 30, the number of shareholders for Tangrenshen was 78,400, a decrease of 10.95% from the previous period [2] - For the first half of 2025, the company achieved an operating income of 12.468 billion yuan, a year-on-year increase of 15.05%, while the net profit attributable to shareholders was -599.25 million yuan, a decrease of 1386.75% [2] Dividend Information - Since its A-share listing, Tangrenshen has distributed a total of 972 million yuan in dividends, with 50.91 million yuan distributed over the past three years [2] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Guotai Zhongzheng Livestock Breeding ETF, which increased its holdings by 825,200 shares to 20.40 million shares [2] - Other notable shareholders include Southern Zhongzheng 1000 ETF and Hong Kong Central Clearing Limited, with varying changes in their holdings [2]

Core Points - Tangrenshen's stock price decreased by 0.62% on September 30, with a trading volume of 89.15 million yuan [1] - The company reported a financing net buy of -8.62 million yuan on the same day, with a total financing and securities balance of 459 million yuan [1] - As of June 30, the company achieved a revenue of 12.468 billion yuan for the first half of 2025, representing a year-on-year growth of 15.05% [2] Financing and Securities - On September 30, Tangrenshen had a financing buy of 8.06 million yuan, with a current financing balance of 458 million yuan, accounting for 6.66% of the circulating market value [1] - The financing balance is above the 50% percentile level for the past year, indicating a relatively high position [1] - The company had a securities lending balance of 1.16 million yuan, which is below the 10% percentile level for the past year, indicating a low position [1] Shareholder Information - As of June 30, the number of shareholders decreased by 10.95% to 78,400, while the average circulating shares per person increased by 12.29% to 18,252 shares [2] - The top three circulating shareholders include Guotai Zhongxin Livestock Breeding ETF, which increased its holdings by 825,200 shares, and Southern Zhongxin 1000 ETF, which increased its holdings by 254,800 shares [2]

Group 1 - The core point of the news is that Guobang Pharmaceutical has completed a share transfer agreement with a state-owned operating company, involving approximately 38.31 million shares, which accounts for 6.85% of the company's total shares [1] - The shareholders involved in the transfer are Shiqihui, Hong Dehui, and Shi Qingde, who are transferring their shares of approximately 27.45 million, 10.23 million, and 630,000 shares respectively [1] - The share transfer was confirmed by the Shanghai Stock Exchange on September 23, 2025, and the transfer registration was completed on September 29, 2025 [1] Group 2 - For the year 2024, Guobang Pharmaceutical's revenue composition is as follows: the pharmaceutical segment accounts for 64.87%, the animal health products segment accounts for 34.24%, and other businesses account for 0.88% [2] - As of the latest report, Guobang Pharmaceutical has a market capitalization of 12.4 billion yuan [3]