Group 1 - In June 2025, the company sold 60.72 million broiler chicks, generating sales revenue of 129.46 million yuan, with year-on-year changes of 17.68% and -13.58% respectively, and month-on-month changes of 7.26% and -25.54% respectively [2] - The sales of Yisheng 909 small broiler chicks amounted to 6.98 million, with sales revenue of 5.01 million yuan, showing year-on-year changes of 0.70% and -41.06%, and month-on-month changes of -3.01% and -25.54% respectively [2] - The company sold 10,125 breeding pigs in June 2025, with sales revenue of 24.94 million yuan, reflecting significant year-on-year changes of 490.38% and 460.10%, while month-on-month changes were -6.67% and -3.05% respectively [2] Group 2 - The decrease in sales revenue for Yisheng 909 small broiler chicks is attributed to a reduction in unit price compared to the previous year [2]

益生股份（002458）公告，2025年6月公司白羽肉鸡苗销售数量6071.69万只，销售收入1.29亿元，同比 变动分别为17.68%、-13.58%，环比变动分别为7.26%、-25.54%。益生909小型白羽肉鸡苗销售数量 698.23万只，销售收入500.8万元，同比变动分别为0.70%、-41.06%，环比变动分别 为-3.01%、-20.96%。公司2025年6月种猪销售数量10125头，销售收入2493.8万元，同比变动分别为 490.38%、460.10%，环比变动分别为-6.67%、-3.05%。 ...

Core Viewpoint - The company, Muyuan Foods, is expected to report a significant increase in net profit for the first half of 2025, with projections indicating a growth of approximately 924.60% to 973.39% year-on-year, primarily driven by increased pig sales and reduced breeding costs [1][2][5]. Financial Performance - Estimated net profit for the first half of 2025 is projected to be between 10.5 billion to 11 billion yuan, compared to 1.025 billion yuan in the same period last year, reflecting a year-on-year growth of 924.60% to 973.39% [1][4]. - Profit attributable to the parent company is expected to be between 10.2 billion to 10.7 billion yuan, marking a year-on-year increase of 1,129.97% to 1,190.26% [1][4]. - Net profit after excluding non-recurring gains and losses is anticipated to be between 10.6 billion to 11.1 billion yuan, representing a growth of 882.95% to 929.31% year-on-year [2][4]. Sales and Production - The company reported a total sale of 38.394 million pigs and 8.291 million piglets in the first half of 2025, with June alone seeing sales of 7.019 million pigs, a year-on-year increase of 58.35% [5]. - Despite a decrease in the average selling price of pigs to 14.08 yuan/kg (down 20.59% year-on-year), the increase in sales volume led to a revenue of 12.799 billion yuan from pig sales, up 27.65% year-on-year [5]. Cost Management - The breeding cost for pigs has decreased to approximately 12.2 yuan/kg as of May, a reduction of nearly 0.2 yuan/kg from the previous month, attributed to improved production performance [5]. - The company aims to achieve a cost target of 12 yuan/kg through technological innovation and refined management practices in health management, breeding, nutrition, and smart applications [5]. Industry Context - Other leading pig farming companies, such as Wens Foodstuff Group and New Hope Liuhe, have also reported significant sales figures, indicating a trend of increasing industry concentration [6]. - Analysts predict that the pig price may stabilize and improve in the latter half of 2025, potentially benefiting companies with strong cost advantages and profitability [7]. Market Reaction - Despite the positive earnings forecast, the stock price of Muyuan Foods experienced a decline, closing down 0.44% at 44.90 yuan per share after an initial rise of 2.04% [7].

"天稻"下 凡，"薯光"闪 耀！河源农业 向"新"提质_南 方+_南方plus 7月，河源东源 的万绿智慧无人 农场早造的稻田 里传来收获的序 曲。无人植保机 在空中巡航，监 测水稻的长势， 精确分析和指导 用肥用药。待两 造水稻收割后， 这片5000亩的智 慧农场将全部种 上"航天稻" 。 薯本地繁种取得 新进展，优良种 猪种禽培育水平 也在不断提升， 为提升粮食安全 保障、促进农业 向"新"提质发展 增添新的动力。 智慧农机武装农 场 航天育种创下纪 录 眼下，万绿智慧 无人农场的5200 亩稻田已实现全 程机械化种植， 只需6名工作人 在河源，广阔的 山水田园间持续 上演着农业技术 的迭代升级和创 新应用。水稻航 天育种制种成果 不断涌现，马铃 员便能实现所有 稻田的日常管理 工作。其中1500 亩示范田更是实 现了无人化耕 作。工作人员只 需在电脑上设定 路线，不论日夜 晨昏，无惧风雨 寒暑，智能农机 便能轻松完成多 种田间作业。 东源县柳城镇万亩智能化粮食生产示范基地的无人驾驶智慧农机。 受访者供图 在不断提升机械 作业现代化、智 能化、信息化水 平的同时，育种 技术的新应用也 正在助推河源农 业产 ...

金新农（002548）公告，2025年6月生猪销量11.22万头，其中商品猪5.23万头、仔猪5.78万头、种猪0.21 万头，生猪销售收入1.22亿元，商品猪销售均价14.76元/公斤。2025年1-6月，公司生猪销量合计63.23万 头，同比增长5.57%；生猪销售收入合计7.63亿元，同比下降1.23%。 ...

长江商报消息 ●长江商报记者 江楚雅 得益于产能释放，中国最大祖代肉种鸡养殖企业益生股份（002458.SZ）销售持续增长。 近日，益生股份发布销售简报，5月，公司种猪销售数量1.08万头，销售收入2572.29万元，同比变动分 别为207.08%、196.81%。 在"种鸡+种猪"双轮驱动战略的深化布局下，益生股份加速产能布局。6月5日，益生股份宣布，计划对 外投资建设"100万套父母代种鸡养殖场及配套项目"，达产后预计年产商品代鸡苗约1亿羽，进一步巩固 亚洲最大祖代肉种鸡养殖企业的行业地位。 "种猪+种鸡"双轮驱动 5月，益生股份种猪销售呈现"量价齐升"态势。 近日，益生股份发布销售简报，公司5月种猪销售数量1.08万头，销售收入2572.29万元，同比变动分别 为207.08%、196.81%，环比变动分别为221.17%、170.21%。 对此，公司表示，销量环比大幅增长主要受五一假期影响，部分4月底订单推迟至5月发货；同比 207.08%的增幅则源于种猪产能的稳步释放。 这一增长并非偶然。自2000年建立原种猪场以来，益生股份在种猪领域已深耕二十余年，其原种猪场于 2013年被认证为国家生猪核心育种 ...

2025年5月27日，牧原股份正式向港交所递交上市申请，计划募资至少10亿美元。一旦上市成功，能够成为超级"A+H"股龙头，但这也不禁让人产生疑问， 牧原这是缺钱花了吗？ 回溯牧原股份的崛起之路，创始人秦英林凭借22头猪开启创业征程，一路拼搏将牧原股份打造成"猪茅"神话。尽管近年来"猪茅"光环有所减弱，但此次冲击 港股，为企业发展带来新的机遇与挑战。 这位"顶流选手"的下一步，正在牵动着无数投资者的目光。 在生猪养殖行业的浩瀚江湖中，"猪周期"堪称最令人胆寒的"经济漩涡"。 其以四年为一个轮回，遵循"猪肉高价刺激扩产—产能过剩引发价格暴跌—行业亏损倒逼减产—供应短缺推动价格回升"的循环法则，让无数企业在繁荣与衰 退的剧烈震荡中折戟沉沙。 即便被称为"猪茅"的牧原股份，也难以挣脱这一周期魔咒的束缚，在规模扩张与市场波动的双重夹击下，深陷债务与盈利的双重困境。 牧原股份堪称行业内"逆周期扩张"的代表，2024 年，公司经营业绩实现大幅反弹，全年营收达 1379.47 亿元，较上年同比增长 24.43%；净利润更是迎来爆 发式增长，从 2023 年的 42.63 亿元亏损一举扭转为 178.81 亿元盈利，同比增幅 ...

2025.06. 08 6月8日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 中颖电子：控股股东筹划控制权变更 股票6月9日起停牌 中颖电子(300327)公告，公司控股股东威朗国际集团有限公司正在筹划公司控制权变更相关事宜， 该事项可能导致公司控股股东及实际控制人发生变更。经公司向深圳证券交易所申请，公司股票自 2025年6月9日开市起停牌，预计停牌时间不超过2个交易日。本次交易事项能否最终实施完成及实 施结果尚存在不确定性。 ST路通：收到江苏证监局行政监管措施决定书 益生股份(002458)公告，5月白羽肉鸡苗销售数量5660.97万只，销售收入1.74亿元，同比变动分 别为11.35%、-11.21%，环比变动分别为15.69%、23.05%。益生909小型白羽肉鸡苗销售数量 719.86万只，销售收入633.61万元，同比变动分别为-8.85%、-36.23%，环比变动分别为 4.95%、1.25%。5月种猪销售数量10849头，销售收入2572.29万元，同比变动分别为 207.08%、196.81%，环比变动分别为221.17%、170.2 ...

Group 1 - Zhongying Electronics' controlling shareholder is planning a change in control, leading to a stock suspension starting June 9, 2025, for up to 2 trading days [3] - Lianhua Technology clarified that it does not directly produce chlorantraniliprole, and the related matters have limited impact on the company's overall performance [4] - Longshen Rongfa's subsidiary received CNAS laboratory accreditation, which is expected to positively influence future operations, though it will not significantly impact current performance [5] Group 2 - Yisheng Co. reported May sales of breeding pigs at 10,849 heads, a year-on-year increase of 207.08%, with significant sales increases attributed to delayed orders from April [7] - Shentong Technology's shareholder plans to reduce its stake by up to 3%, amounting to no more than 12.88 million shares [9] - Ruoyuchen's major shareholder intends to reduce its stake by up to 3%, not exceeding 476.81 million shares [10] Group 3 - Oujing Technology's major shareholder plans to reduce its stake by up to 3%, not exceeding 577.22 million shares [12] - Jindan Technology's shareholder plans to reduce its stake by up to 2.93%, amounting to no more than 563.5 million shares [13] - Huashu Gaoke's shareholder intends to reduce its stake by up to 2.2%, not exceeding 911.17 million shares [14] Group 4 - Zhongke Soft's major shareholder plans to reduce its stake by up to 2%, not exceeding 16.62 million shares [15] - Hengrun Co.'s shareholders plan to collectively reduce their stake by up to 1.89%, with specific reductions from various shareholders [16] - Del Shares' shareholder plans to reduce its stake by up to 1.987%, not exceeding 3 million shares [17] Group 5 - Jianke Institute's shareholder plans to reduce its stake by up to 1%, not exceeding 146.66 million shares [18] - Mindong Electric's shareholder plans to reduce its stake by up to 1%, not exceeding 457.95 million shares [19] - Puli Software's chairman and executives plan to collectively reduce their stake by up to 0.69% [20]

Group 1 - The company plans to deregister its Xiangxiang branch to enhance overall strategic planning, optimize resource allocation, and reduce management costs, thereby improving operational efficiency and overall business performance [1][5] - The Xiangxiang branch was established on May 27, 2004, and its business scope included the breeding and sale of fat pigs and breeding pigs, as well as consulting on breeding technology and the sale of feed additives [2] - The board of directors approved the deregistration proposal with a unanimous vote of 7 in favor, 0 against, and 0 abstentions during the 17th meeting of the 6th board on June 6, 2025 [3] Group 2 - The deregistration of the Xiangxiang branch will not affect the company's business development or profitability and will not harm the interests of the company or its shareholders, especially minority shareholders [5] - The deregistration does not involve related transactions and does not constitute a major asset restructuring [4]