截至发稿，益生股份市值为102亿元。 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 每经AI快讯，益生股份（SZ 002458，收盘价：9.26元）8月26日晚间发布公告称，公司近日接到控股股 东、实际控制人曹积生先生通知，获悉其所持有公司的部分股份办理了股份质押业务，本次质押1240万 股。截至本公告日，曹积生累计质押股数约为2.14亿股，占其所持股份比例为47.37%。 2025年1至6月份，益生股份的营业收入构成为：鸡收入占比76.18%，猪收入占比15.47%，农牧设备收 入占比5.48%，牛奶收入占比1.72%，其他行业占比1.14%。 （记者 王晓波） ...

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [2][32]. Core Viewpoints - The company, Haida Group, is positioned as a high-quality asset in the agricultural and animal husbandry sector, with a focus on expanding its business from feed production to a comprehensive agricultural industry chain [3][32]. - The company aims to achieve a total feed sales volume of 14.7 million tons by the first half of 2025, representing a year-on-year increase of 25%, significantly exceeding the national growth rate of 7.7% [3]. - The company is actively responding to the "Belt and Road" initiative, expanding its international market presence, with overseas feed sales expected to grow by 40% to 2.4 million tons in 2024 [3][9]. - The management team is noted for its significant advantages, focusing on stable core business operations while exploring new business opportunities within the multi-trillion yuan agricultural market [3][32]. Summary by Sections Company Overview - Haida Group has been deeply involved in the agricultural and animal husbandry industry for nearly 30 years, establishing a closed-loop industrial chain that includes feed, seedlings, animal health, breeding, and processing [4]. - The company reported a revenue of 58.83 billion yuan in the first half of 2025, a year-on-year increase of 12.5%, with a net profit of 2.64 billion yuan, up 24.2% [4][8]. Business Segments - The feed segment achieved a revenue of 47.14 billion yuan in the first half of 2025, with a gross margin of 9.79% [8]. - The company’s feed sales volume reached 14.7 million tons in the first half of 2025, marking a 25% increase compared to the previous year, and its market share rose from 8.41% in 2024 to 9.27% [8][9]. - The agricultural product sales segment reported a revenue of 9.735 billion yuan, with a gross margin of 20.26% [10]. Future Growth and Projections - The company aims for a total feed sales volume of over 30 million tons by 2025, with a mid-term goal of reaching 51.5 million tons by 2030 [9]. - The projected net profits for 2025, 2026, and 2027 are 5.161 billion yuan, 5.868 billion yuan, and 6.665 billion yuan, respectively, with corresponding EPS of 3.10 yuan, 3.53 yuan, and 4.01 yuan [3][30][32]. - The company is expected to maintain a compound annual growth rate (CAGR) of 20% in overseas markets from 2024 to 2030 [3][9]. Management and Operational Efficiency - The company has established a highly efficient organizational structure that integrates procurement, research and development, sales, and production, which enhances its responsiveness to market demands [16][24]. - The management team has demonstrated a strong ability to maintain high asset turnover rates, with an average ROE of 19% from 2017 to 2024 [16][18].

Core Viewpoint - The case highlights the complexities of property division in rural divorce cases, where emotional ties often outweigh financial considerations, and practical solutions are necessary for resolution [4]. Group 1: Case Background - The case involves a divorce property division dispute over 53 poultry, including 29 chickens, 22 geese, and 2 ducks, rather than traditional assets like real estate or savings [2]. - The couple, both rural residents, primarily relied on farming and livestock for income, with no significant assets other than a self-built house [2]. Group 2: Mediation Process - The judge proposed a specific distribution plan for the poultry, suggesting that the geese be divided by size and the ducks split evenly, while addressing the challenge of the odd number of chickens [3]. - The resolution involved cooking the extra chicken together, symbolizing a cooperative approach to their separation [3]. Group 3: Emotional and Social Dynamics - The case reflects a trend in rural divorce cases where property is simple but emotional ties are complex, necessitating a solution that both parties can accept [4]. - Despite the legal proceedings, the couple maintained a basic level of friendship, with the male party offering transportation to the female party after mediation [4].

Core Viewpoint - The stock price of Yisheng Co., Ltd. closed at 8.85 yuan on August 4, 2025, reflecting a 0.80% increase from the previous trading day, with a trading volume of 114,605 hands and a transaction amount of 101 million yuan [1] Group 1: Business Overview - Yisheng Co., Ltd. operates in multiple sectors including chicken farming, pig farming, agricultural equipment, and dairy products [1] - In the first half of 2025, 76.18% of the company's revenue was generated from chicken farming, while 15.47% came from pig farming [1] Group 2: Share Buyback Activity - As of July 31, 2025, the company has repurchased a total of 12.91 million shares, accounting for 1.17% of the total share capital, with a total repurchase amount of approximately 116 million yuan [1] - The highest repurchase price was 10.94 yuan per share, and the lowest was 8.04 yuan per share [1] - Notably, there were no share buyback operations conducted in July [1] Group 3: Capital Flow - On August 4, 2025, the net inflow of main funds was 13.0019 million yuan, with a cumulative net inflow of 30.8862 million yuan over the past five trading days [1]

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].

Core Viewpoint - The article highlights the trend of urban residents in Shenzhen engaging in rooftop gardening as a means to save on grocery expenses and find relaxation amidst the city's fast-paced lifestyle [4][45]. Group 1: Rooftop Gardening Trend - Many residents are transforming rooftops into vibrant gardens, growing vegetables and fruits, which not only beautifies the space but also provides fresh produce [2][4]. - Young individuals, rather than older generations, are increasingly taking up gardening as a way to reconnect with nature and relieve stress from their daily work [3][41]. - The climate in Shenzhen is favorable for growing a variety of crops, including vegetables and fruits, due to its humid and warm conditions [6][14]. Group 2: Economic Aspects - While the initial costs of rooftop gardening can be high, including expenses for soil, pots, seeds, and fertilizers, the potential savings on grocery bills can be significant, with some individuals saving up to 3000 yuan per month [4][22]. - Renting rooftop space for gardening has become a business opportunity, with prices around 200 yuan per square meter per year, making it accessible for many urban dwellers [48][57]. - Despite the costs, many participants find the experience of growing their own food to be invaluable, emphasizing the joy and satisfaction derived from the process rather than just the economic benefits [20][22]. Group 3: Community and Social Interaction - Rooftop gardening fosters a sense of community, as neighbors share their harvests and experiences, creating bonds over shared interests in gardening [36][50]. - Participants often engage in resource recycling, using kitchen scraps and organic waste to create compost, further enhancing their gardening experience and promoting sustainability [55][61]. - The act of gardening serves as a therapeutic outlet, helping individuals cope with stress and anxiety, and providing a sense of purpose and fulfillment [40][60].

Core Viewpoint - The article discusses traditional Chinese dietary customs during the "Sanfu" (the hottest days of summer), highlighting specific foods consumed and their cultural significance. Dietary Customs - The saying "Eat dumplings on the first Fu, noodles on the second Fu, and pancakes with eggs on the third Fu" reflects the dietary customs prevalent in northern China, particularly in regions like Beijing, Tianjin, and Shandong, where wheat-based foods are staples [1][2] - Dumplings are consumed on the first Fu as they symbolize wealth and good fortune, with their shape resembling gold ingots and the phonetic similarity between "Fu" (福) and "wealth" [1] - Noodles, such as Zhajiangmian, are also popular during this period, with ingredients varying based on personal taste and seasonal vegetables [2] Historical Context - Historical records indicate that during the Wei, Jin, and Northern and Southern Dynasties, "soup pancakes" were consumed to ward off evil spirits believed to be active during the hot summer days [3] - In southern regions like Jiangsu, different customs exist, such as eating wontons on the first Fu and herbal teas during the hot days [3] Nutritional Aspects - The practice of consuming more nutritious foods during the Sanfu period is aimed at maintaining health during the hot summer, with eggs being a common source of nutrition [2] Cooling Methods - Various methods to cope with the summer heat are mentioned, including the use of ice, which was historically distributed by government offices in Beijing during the hot season [5] - People also sought shade and enjoyed outdoor activities as a way to escape the heat [5]

Core Viewpoint - The development of courtyard economy in Shencheng County, Shanxi Province, is aimed at promoting rural revitalization and increasing household income through the utilization of idle resources and land [1][2]. Group 1: Courtyard Economy Development - The local government has set a goal of "building beautiful villages and helping people increase income" by promoting courtyard economy as a key strategy for rural revitalization [1]. - The village has adopted a "micro-farm" model, integrating idle resources and land to create a multi-layered planting and breeding system, including fruit trees, poultry, and vegetables [1][2]. - The main crop selected is the chicken heart fruit, which is known for its strong cold resistance and high sugar content, alongside hawthorn trees [2]. Group 2: Implementation and Success - A detailed planting plan has been established, specifying planting areas, varieties, and densities based on local climate and market demand [2]. - The survival rate of the 48 trees planted last year is over 95%, indicating a successful first phase of courtyard economy development [2]. - The local government plans to continue supporting the courtyard economy through policies, funding, facilities, and technical assistance to enhance income and support rural revitalization [2].

Core Viewpoint - The article discusses the tax exemption policy for fresh meat and egg products in China, detailing the eligibility criteria and specific products that qualify for the exemption [6][9]. Group 1: Eligibility Criteria - Only taxpayers engaged in the wholesale and retail of agricultural products are eligible for the tax exemption [3]. - The exemption applies specifically to fresh meat and egg products listed in the regulations, including whole or cut fresh meat, refrigerated or frozen meat, and various types of eggs [6]. Group 2: Tax Exemption Conditions - The exemption is limited to the specified categories of fresh meat and eggs, which include pork, beef, lamb, chicken, duck, and goose, as well as their respective processed forms [6]. - Businesses must separately account for exempt meat and egg products versus taxable goods; failure to do so will disqualify them from the exemption [9]. Group 3: Compliance and Reporting - Businesses must adhere to five key compliance rules to maintain eligibility for the tax exemption, including proper accounting, avoiding sales of non-qualifying products, and ensuring accurate invoicing [9]. - The article provides guidance on how to fill out the VAT declaration form, emphasizing the need to report exempt sales accurately [10].

Core Viewpoint - The rise of village leaders using short videos to promote local tourism and agricultural products has sparked both interest and controversy, highlighting the challenges and opportunities in rural economic development through social media engagement [2][3][22]. Group 1: Village Leaders and Short Video Promotion - Since March, village leaders across China have increasingly engaged in short video platforms to promote local tourism and agricultural products, aiming to boost sales and industry development [2][4]. - Some village leaders, like Guan Zuping from Hatsishi Village, have successfully garnered significant followings and engagement on platforms like Douyin, with Guan achieving 240,000 followers and an average of 40,000 likes per video [4][5]. - The trend has led to a surge in interest, with Douyin search index for "village leader" increasing by 202% recently, indicating a growing phenomenon [18]. Group 2: Economic Impact and Challenges - Guan Zuping reported a sales volume of approximately 10 million yuan from agricultural products through live streaming, significantly improving local infrastructure and increasing villagers' incomes [6][10]. - Despite the initial success, the actual conversion rate from views to sales remains low, with Guan's live streams attracting 200,000 to 300,000 viewers but struggling to translate that into substantial sales [8][10]. - The competitive landscape for short video content has intensified, making it difficult for grassroots leaders to sustain their efforts without professional support and resources [10][21]. Group 3: Controversies and Public Perception - The approach of village leaders has faced criticism for lacking cultural depth and potentially damaging their image, with some arguing that it could lead to a trivialization of their roles [3][22]. - Conversely, there is recognition that without promotion, rural areas may remain unknown, and the efforts of these leaders should not be dismissed outright [3][22]. - The debate continues on the balance between effective promotion and maintaining the dignity of public service roles, with some experts advocating for a supportive approach to these initiatives as a means of rural economic development [26][27].