公告披露，"天邦股份数智化猪场升级项目"的资金来源于两笔募集资金，2023年12月，天邦食品通过定 增募资11.87亿元，其中8.72亿元用于投入该项目。2024年1月，公司将2019年定增剩余的4.34亿元募集 资金变更用途也转入该项目，使得项目承诺投资总额增至13.06亿元。 然而，从资金使用进度来看，大部分资金未按计划用于升级改造，而对于确需升级的猪场，天邦食品已 经通过供应商垫资或非募集资金专户支付的方式推进，发生总金额为2.79亿元。 每经记者｜黄鑫磊 每经编辑｜陈星 12月1日，天邦食品（SZ002124，股价2.79元，市值61.99亿元）公告称，公司当天召开董事会会议，审 议通过了《关于终止募集资金投资项目的议案》，拟终止"天邦股份数智化猪场升级项目"。 据悉，上述项目原承诺投资总额达13.06亿元，截至11月24日，项目累计投入金额为1.46亿元，实际投资 进度仅为11.19%。剩余募集资金将继续留存于募集资金专用账户及暂时补充流动资金。 数智化猪场升级项目推进缓慢 在终止项目的理由中，天邦食品提到，目前公司处于预重整阶段，部分银行账户和募集资金专户被冻 结，公司资金链较为紧张。截至9月30 ...

格隆汇11月28日丨巨星农牧(603477.SH)在互动平台表示，公司2025年规划的商品肥猪出栏目标为400万 头以上。公司2026年度的发展战略、经营计划将在2025年年度报告中进行披露，敬请关注后续公司在指 定信息披露媒体公告的定期报告。公司2025年10月商品肥猪完全成本约为6.1元/斤。 ...

Group 1 - Company stock closed at 4.18 yuan on August 12, 2025, down 0.48% with a turnover rate of 2.0% and a trading volume of 704,500 hands, resulting in a transaction amount of 295 million yuan [1] - The company has no current plans to introduce state-owned capital, and all relevant information will be disclosed through designated media [2] - The company's asset-liability ratio is at a normal industry level, and it aims to gradually reduce leverage while optimizing its financial structure [2] Group 2 - On August 12, the net outflow of main funds was 25.6 million yuan, while retail investors saw a net inflow of 16.8 million yuan [3][4] - The trading data indicates that speculative funds had a net inflow of 8.79 million yuan [4]

Group 1 - The core viewpoint of the articles indicates that the pig farming industry is experiencing a recovery in sales and prices, driven by seasonal demand and changes in supply dynamics [1][3][4] - In August, the total sales volume of live pigs for the company reached 450,800 heads, with a sales revenue of 797 million yuan, marking a significant increase in average selling price by approximately 18% compared to July [1][2] - The average selling price of commodity pigs for the company was reported at 16.55 yuan/kg in August, up from 14 yuan/kg in July, reflecting a positive trend in pricing [1][2] Group 2 - The company's sales data shows that the sales volume for its controlling company increased by 7.44% month-on-month and 44.76% year-on-year, while the sales revenue rose by 16.63% month-on-month [2] - The average selling price for the controlling company was 16.42 yuan/kg, while the average weight of sold pigs was 111.18 kg [2] - The report from Zhuochuang Information indicates that the profitability of self-bred and self-raised pigs has improved significantly, marking the second turnaround to profitability this year [1][3] Group 3 - Analysts suggest that the recent rise in pig prices is a response to a temporary change in supply structure, influenced by extreme weather and previous losses in the industry [3][4] - The overall market outlook for the second half of the year is expected to be better than the first half, with potential price increases as seasonal consumption peaks [4] - Despite the short-term positive factors, there are warnings that the industry may face a return to losses in the long term due to market volatility [4]