赛马概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002264 | 新华都 | 9.99 | 1.05 | 3610.33 | 48.75 | | 600158 | 中体产 业 | -1.17 | 1.34 | 162.68 | 1.48 | | 002678 | 珠江钢 琴 | 0.58 | 1.88 | 30.07 | 0.22 | | 600195 | 中牧股 份 | -0.52 | 1.00 | -484.95 | -6.08 | | 601118 | 海南橡 胶 | 0.87 | 1.64 | -2712.53 | -6.63 | （文章来源：证券时报网） 资金面上看，今日赛马概念板块获主力资金净流入605.60万元，其中，3股获主力资金净流入，净流入 资金居首的是新华都，今日主力资金净流入3610.33万元，净流入资金居前的还有中体产业、珠江钢琴 等，主力资金分别净流入162.68万元、30 ...

2025 年 11 月 25 日 S0340513040002 电话：0769-22119462 邮箱：whm2@dgzq.com.cn 资料来源 iFinD，东莞证券研究所 超配（维持） 关注产能去化 把握边际改善 投 农林牧渔行业 2026 上半年投资策略 投资要点： 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 农林牧渔行业 推荐 分析师：魏红梅 SAC 执业证书编号： 行情回顾。SW农林牧渔行业跑赢沪深300指数。2025年1-11月 （2025年1月1日-2025年11月21日），SW农林牧渔行业整体上涨 16.36%，跑赢同期沪深300指数约3.18个百分点。分季度来看，SW 农林牧渔行业Q1下跌0.87%，Q2上涨6.49%，Q3上涨10.95%，10-11 月（截至11月21日）下跌0.65%。估值方面，2025年1-11月（2025 年1月1日-2025年11月21日），SW农林牧渔行业整体PB（整体法，最 新报告期，剔除负值）由年初的低点2.31倍最高回升至3.06倍。截 至11月21日 ...

（文章来源：证券时报网） 截至11月25日收盘，赛马概念上涨2.98%，位居概念板块涨幅第7，板块内，5股上涨，新华都涨停，珠 江钢琴、中牧股份、中体产业等涨幅居前，分别上涨3.17%、0.65%、0.59%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | F5G概念 | 4.52 | 中船系 | -0.95 | | 共封装光学(CPO) | 3.62 | 兵装重组概念 | -0.36 | | 光纤概念 | 3.61 | 养鸡 | -0.36 | | 金属铅 | 3.17 | 国产航母 | -0.32 | | 海南自贸区 | 3.13 | 猪肉 | -0.03 | | 金属锌 | 3.07 | 中韩自贸区 | 0.09 | | 赛马概念 | 2.98 | 可燃冰 | 0.13 | | WiFi 6 | 2.84 | 预制菜 | 0.14 | | 铜缆高速连接 | 2.83 | 同花顺中特估100 | 0.15 | | 福建自贸区 | 2.82 | 超级品牌 | 0.16 | 资金面上看，今日赛马概念板块获主 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002868 | *ST绿康 | 39.79 | -4.99% | 4766.0 | ly 1896.39万 | | 600201 | 生物股份 | 11.55 | -1.79% | 35.65万 | 4.10亿 | | 920275 | 驱动力 | 9.37 | -1.78% | 1.71万 | 1609.07万 | | 603566 | 普来柯 | 13.35 | -0.22% | - 3.49万 | 4679.01万 | | 688526 | 科前生物 | 15.37 | -0.13% | 2.79万 | 4303.02万 | | 603718 | 海利生物 | 6.70 | 0.60% | 5.32万 | 3561.82万 | | 300119 | 瑞普生物 | 19.56 | 0.77% | 3.39万 | 6606.24万 | | 002688 | 金河生物 | 6.01 | 0.84% | 9.42万 | 5642.15万 | | 9 ...

Core Viewpoint - The animal health sector experienced a significant decline of 4.0% on November 21, with Shunlian Biological leading the drop [1] Market Performance - The Shanghai Composite Index closed at 3834.89, down 2.45% - The Shenzhen Component Index closed at 12538.07, down 3.41% [1] Individual Stock Performance - Shunlian Biological (688098) closed at 9.33, down 5.85% with a trading volume of 58,100 shares and a turnover of 55.30 million yuan - Huisheng Biological (300871) closed at 19.33, down 5.71% with a trading volume of 65,400 shares and a turnover of 130 million yuan - Yongshun Biological (920729) closed at 8.81, down 5.47% with a trading volume of 23,700 shares and a turnover of 21.71 million yuan - *ST Green Health (002868) closed at 41.88, down 4.99% with a trading volume of 5,569 shares and a turnover of 23.32 million yuan - Biological Shares (600201) closed at 11.76, down 4.85% with a trading volume of 491,800 shares [1] Capital Flow Analysis - The animal health sector saw a net outflow of 128 million yuan from institutional investors, while retail investors had a net inflow of 87.82 million yuan [1] - The following stocks had notable capital flows: - Shunlian Biological: net outflow of 11.71 million yuan from institutional investors [2] - *ST Green Health: net outflow of 6.34 million yuan from institutional investors, but a net inflow of 990,000 yuan from retail investors [2] - Huisheng Biological: net outflow of 8.69 million yuan from institutional investors, with a net inflow of 432,630 yuan from retail investors [2]

一、审计意见 我们审计了中普生物制药有限公司（以下简称中普生物公司）财务报表，包 括 2025 年 6 月 30 日的资产负债表，2025 年 1-6 月的利润表、现金流量表、所 有者权益变动表，以及相关财务报表附注。 我们认为，后附的财务报表在所有重大方面按照企业会计准则的规定编制。 二、形成审计意见的基础 我们按照中国注册会计师审计准则的规定执行了审计工作。审计报告的"注 册会计师对财务报表审计的责任"部分进一步阐述了我们在这些准则下的责任。 按照中国注册会计师职业道德守则，我们独立于中普生物公司，并履行了职业道 德方面的其他责任。我们相信，我们获取的审计证据是充分、适当的，为发表审 计意见提供了基础。 目 录 | 一、审计报告……………………………………………………… | 第 | 1—3 | 页 | | --- | --- | --- | --- | | 二、财务报表……………………………………………………… | 第 | 4—8 | 页 | | （一）资产负债表………………………………………………… | | 第 4 | 页 | | （二）利润表……………………………………………………… | | 第 5 ...

2025 年 12 月 1 日 目 录 | | | 中牧实业股份有限公司 2025 年第三次临时股东会 会 议 资 料 该议案相关内容详见公司于 2025 年 11 月 15 日刊登在上海证券交易 所网站（www.sse.com.cn）的《中牧实业股份有限公司关于放弃控股子公 司股权优先购买权的公告》（公告编号：临 2025-036）。 该议案已经公司第九届董事会 2025 年第十三次临时会议审议通过， 现提请本次股东会审议。 中牧实业股份有限公司董事会 2025 年 12 月 1 日 议案一：关于放弃控股子公司股权优先购买权的议案 1 各位股东及股东代表： 中牧实业股份有限公司（以下简称"公司"）与普莱柯生物工程股份 有限公司（以下简称"普莱柯"）、中信农业科技股份有限公司（以下简称 "中信农业"）共同出资成立中普生物制药有限公司（以下简称"中普生 物"），截至目前公司对其持股 48.99%、普莱柯对其持股 46.97%、中信农 业对其持股 4.04%，中普生物为公司控股子公司。 近日，中信农业将其持有中普生物 4.04%的股权以不低于人民币 1,751.43 万元的价格进行挂牌出让。为进一步优化、布局公司 ...

今日涨跌幅居前的概念板块 截至11月19日收盘，赛马概念下跌2.45%，位居概念板块跌幅榜前列，板块内，新华都、海南橡胶、珠 江钢琴等跌幅居前。 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中船系 | 4.60 | 海南自贸区 | -4.52 | | 金属铅 | 2.03 | 托育服务 | -2.82 | | 金属锌 | 2.00 | 赛马概念 | -2.45 | | 养鸡 | 1.90 | PET铜箔 | -2.37 | | 盐湖提锂 | 1.83 | 空间计算 | -2.31 | | 太赫兹 | 1.74 | EDR概念 | -2.29 | | 兵装重组概念 | 1.47 | 天津自贸区 | -2.29 | | 国产航母 | 1.24 | 自由贸易港 | -2.26 | | 黄金概念 | 1.22 | PM2.5 | -2.25 | | 预制菜 | 1.05 | MicroLED概念 | -2.25 | 资金面上看，今日赛马概念板块获主力资金净流出1.48亿元，其中，5股获主力资金净流出，净流出资 金居首的是新华都，今日主力资 ...

Core Viewpoint - The animal health sector experienced a slight decline of 0.31% on November 19, with Xianfeng Holdings leading the losses, while the Shanghai Composite Index rose by 0.18% to close at 3946.74 [1]. Group 1: Market Performance - The animal health sector's individual stock performance varied, with notable gainers including Qudongli (up 3.98% to 10.71) and ST Lvkang (up 3.80% to 46.40) [1]. - Conversely, several stocks faced declines, such as Jinhai Biological (down 0.96% to 6.19) and Shunlian Biological (down 1.08% to 10.12) [1][2]. Group 2: Trading Volume and Capital Flow - The total trading volume for the animal health sector was significant, with Qudongli achieving a volume of 34,000 hands and a transaction value of approximately 35.9 million yuan [1]. - The sector saw a net outflow of 49.13 million yuan from institutional investors, while retail investors contributed a net inflow of 548.09 million yuan [2]. Group 3: Individual Stock Capital Flow - Among individual stocks, Shengong Holdings experienced a net outflow of 31.56 million yuan from retail investors, while Biotech Holdings saw a net inflow of 555.72 million yuan from retail investors [3]. - The stock with the highest net inflow from retail investors was Biotech Holdings, with 555.72 million yuan, while the largest net outflow was from Yongshun Biological, totaling 408.61 million yuan [3].

Core Insights - The animal health sector experienced a decline of 0.24% on November 17, with Dayu Biological leading the drop [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Stock Performance - Notable gainers included: - Qudongli (code: 920275) with a closing price of 10.68, up 5.12% [1] - *ST Lvkang (code: 002868) with a closing price of 42.57, up 5.01% [1] - Houfeng Holdings (code: 002141) with a closing price of 3.91, up 2.62% [1] - Major decliners included: - Dayu Biological (code: 920970) with a closing price of 8.70, down 3.87% [2] - Ruipu Biological (code: 300119) with a closing price of 20.61, down 2.92% [2] - Zhongmu Co., Ltd. (code: 600195) with a closing price of 7.94, down 1.98% [2] Capital Flow - The animal health sector saw a net outflow of 10.15 million yuan from institutional investors, while retail investors experienced a net outflow of 20.76 million yuan [2] - Conversely, speculative funds recorded a net inflow of 30.91 million yuan [2] Individual Stock Capital Flow - Notable capital flows included: - Biological Shares (code: 600201) with a net inflow of 12.08 million yuan from institutional investors [3] - Xianfeng Holdings (code: 002141) with a net inflow of 9.50 million yuan from institutional investors [3] - Ruipu Biological (code: 300119) with a net inflow of 1.05 million yuan from speculative funds [3] - Decliners in capital flow included: - *ST Lvkang (code: 002868) with a net outflow of 0.79 million yuan from institutional investors [3] - Hai Li Biological (code: 603718) with a net outflow of 2.82 million yuan from institutional investors [3]