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） | （%） | | 000735 | 罗牛山 | 3.34 | 3.46 | 579.74 | 2.25 | | 002678 | 珠江钢 琴 | 2.54 | 1.02 | 432.22 | 7.07 | | 600195 | 中牧股 份 | 1.54 | 0.82 | 253.80 | 4.18 | | 601118 | 海南橡 胶 | 1.12 | 1.00 | -1510.17 | -6.52 | | 002264 | 新华都 | -0.28 | 2.73 | -1572.77 | -12.32 | | 600158 | 中体产 业 | 1.44 | 2.66 | -1772.20 | -7.59 | （文章来源：证券时报网） 截至10月10日收盘，赛马概念上涨1.62%，位居概念板块涨幅第9，板块内，5股上涨，罗牛山、珠江钢 琴、中牧股份等涨幅居前，分别上涨3.3 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002868 | *ST绿康 | 27.16 | -1.95% | 7419.5 | 2024.76万 | | 920275 | 驱动力 | 9.41 | -1.67% | 1.23万 | 1167.29万 | | 688098 | 申联生物 | 10.36 | -0.67% | 4.77万 | 4950.32万 | | 920729 | 永顺生物 | 9.41 | 0.64% | 1.40万 | 1329.44万 | | 002688 | 金河生物 | 6.84 | 1.03% | 17.68万 | 1.21亿 | | 603718 | 海利生物 | 6.90 | 1.32% | 6.73万 | 4637.75万 | | 600195 | 中牧股份 | 7.27 | 1.54% | 8.37万 | 6066.24万 | | 688526 | 科前生物 | 17.86 | 1.59% | 3.72万 | 6626.71万 | | 603566 | ...

证券之星消息，10月9日动物保健板块较上一交易日上涨0.01%，驱动力领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。动物保健板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920275 | 驱动力 | 9.57 | 1.38% | 1.76万 | 1 1627.05万 | | | 002688 | 金河生物 | 6.77 | 1.20% | 18.34万 | + 1.23亿 | | | 600201 | 生物股份 | 9.73 | 0.93% | 47.05万 | | 4.52亿 | | 300871 | 回盛生物 | 20.90 | 0.87% | 4.16万 | 8621.63万 | | | 603566 | 普莱柯 | 13.82 | 0.58% | 4.15万 | 5689.70万 | | | 603718 | 海利生物 | 6.81 | 0.15% | 5.47万 | 3717.77万 | ...

Core Viewpoint - The animal health sector experienced a rise of 0.98% on September 30, with *ST Lvkang leading the gains, while the overall market indices also showed positive movement [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3882.78, up 0.52% [1]. - The Shenzhen Component Index closed at 13526.51, up 0.35% [1]. - The animal health sector's individual stock performance is detailed in a table, highlighting various stocks' closing prices and percentage changes [1]. Group 2: Stock Performance - *ST Lvkang (002868) closed at 28.01, with a gain of 3.51% and a trading volume of 16,700 shares, amounting to approximately 46.61 million yuan [1]. - Other notable stocks include: - Biological Shares (600201) at 9.64, up 1.69% with a trading volume of 412,400 shares [1]. - Jinhe Biological (002688) at 6.69, up 1.67% with a trading volume of 150,600 shares [1]. - KQ Bio (688526) at 17.72, up 1.37% with a trading volume of 32,700 shares [1]. Group 3: Capital Flow - The animal health sector saw a net inflow of 3.40 million yuan from institutional investors, while retail investors experienced a net outflow of 28.01 million yuan [2][3]. - The detailed capital flow for individual stocks indicates varying levels of net inflow and outflow among different companies [3]. - For instance, Biological Shares (600201) had a net inflow of approximately 19.60 million yuan from institutional investors, while *ST Lvkang (002868) faced a net outflow of about 6.49 million yuan [3].

Core Insights - The animal health sector experienced a slight increase of 0.46% on September 29, with Shenlian Biological leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Shenlian Biological (688098) closed at 10.59, up 1.92% with a trading volume of 68,700 shares and a turnover of 72.32 million yuan [1] - Other notable performers included: - Biological Shares (600201) at 9.48, up 1.50% with a turnover of 503 million yuan [1] - Pulaike (603566) at 13.78, up 1.03% with a turnover of 54.30 million yuan [1] - Zhongmu Shares (600195) at 7.12, up 0.85% with a turnover of 49.02 million yuan [1] Capital Flow - The animal health sector saw a net outflow of 7.69 million yuan from institutional investors, while retail investors contributed a net inflow of 8.08 million yuan [2] - The detailed capital flow for key stocks includes: - Shenlian Biological: net outflow of 5.50 million yuan from retail investors [3] - Biological Shares: net outflow of 7.67 million yuan from retail investors [3] - Pulaike: net outflow of 4.08 million yuan from retail investors [3]

证 券 研 究 报 告 中牧股份（600195）2025 年中报点评 推荐（维持） 化药延续增长，经营同比改善 目标价：8.7 元 事项： ❖ 公司发布 2025 年中报：上半年实现营收 27.93 亿，同比增长 12.63%，归母净 利 8176.20 万元，同比增长 30.18%，扣非归母净利 8166.70 万元，同比增长 39.35%。 评论： ❖ 风险提示：下游景气度走弱，新品研发与推广不及预期，产品竞争加剧等。 [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 6,017 | 6,648 | 7,222 | 7,714 | | 同比增速(%) | 11.3% | 10.5% | 8.6% | 6.8% | | 归母净利润(百万) | 71 | 232 | 295 | 350 | | 同比增速(%) | -82.4% | 227.8% | 26.8% | 18.6% | | 每股盈利(元) | 0.07 | 0.23 | 0.2 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 中牧实业股份有限公司 第九届董事会2025年第十二次 表决结果：7票同意，0票反对，0票弃权。 为进一步盘活存量闲置资产，优化资产结构，降低管理成本，同意将公司分支机构中牧实业股份有限公 司兰州生物药厂和公司全资子公司兰州中牧药械科技有限公司位于兰州市城关区盐场路2号范围内国有 土地、地上建（构）筑物及设备由兰州市城关区人民政府征收。征收补偿金额以评估价值为依据，涉及 金额共计22,897.82万元。董事会授权经营班子处置上述资产的相关事项，授权公司法定代表人签订相关 协议。 具体内容详见《中牧实业股份有限公司关于政府征收公司及全资子公司部分闲置资产的公告》（公告编 号：临2025-028）。 临时会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 中牧实业股份有限公司（以下简称"公司"或"中牧股份"）第九届董事会2025年第十二次临时会议通知于 2025年9月28日以电话、口头等通讯方式送达，全体董事一致同意豁免本次会议的通知期限，会议于 2025年9月28日在 ...

Summary of the Pet Medical Industry Conference Call Industry Overview - The pet market in China is expanding, with the urban dog and cat consumption market expected to exceed 300 billion yuan in 2024, with an average annual spending of over 2,000 yuan per pet driven by demographic changes, single economy, aging population, and consumption upgrades [1][2] Key Drivers of Pet Medical Market - The pet medical market is primarily driven by: - Aging pets, with 27% of dogs and 18% of cats over 6 years old, incurring annual medical costs of 2,400 yuan, double that of younger pets [3][4] - Expansion of disease spectrum requiring more specialized treatments [4] - Increased awareness of preventive medicine, with a significant rise in vaccine and deworming product consumption [4] Growth of Pet Hospitals - The number of pet hospitals in China has significantly increased from 13,000 in 2014 to 34,000 in 2024, with a slowdown in growth rate observed in recent years [5] - The expansion is more pronounced in lower-tier cities, with first-tier cities showing a 12% growth rate, while new first-tier, second-tier, and third-tier cities have growth rates of 17% and over 20% respectively [5][7] - The chain rate of pet hospitals has increased from 5% in 2017 to 25% in 2024 [5] Competitive Landscape - The market share of leading chain veterinary hospitals remains low, with the top three brands (New Ruipeng, Ruipai, and New Rui Rui Chen) holding only 7% of the market [6] - Increased competition has led these top institutions to enhance their customer acquisition capabilities [6] Current Challenges in the Industry - Overall customer spending per visit has slightly decreased, while the profit margin has narrowed, with the loss ratio increasing to 26% [8] - The industry faces significant challenges, including a shortage of qualified veterinary professionals [8] Characteristics of Pet Owners - The pet owner demographic is becoming younger and more professional, with a focus on high-quality care and a willingness to invest in their pets' health [9] - Pet owners are increasingly informed and expect high standards in veterinary services [9] Regulatory and Economic Support - The development of the pet medical industry is supported by policies, capital investment, and a favorable economic environment [10] - The introduction of regulations has improved industry standards and reduced the shortage of veterinary medicines [10] Future Trends - The pet medical market is expected to evolve towards standardization, specialization, digitalization, and localization [11] - Addressing the needs of aging pets and the last-mile issues in lower-tier markets will be crucial for future growth [11] Notable Companies to Watch - Companies with core competencies in preventive medicine and elderly pet care, such as Ruipeng Bio, and those excelling in R&D like Keqian Bio, Laike Bio, and Zhongmu Bio, are recommended for attention [13]

智通财经APP讯，中牧股份(600195.SH)公告，兰州市城关区人民政府决定对公司的分支机构中牧实业 股份有限公司兰州生物药厂(简称"中牧股份兰州厂")和公司全资子公司兰州中牧药械科技有限公司(简 称"兰州中牧")所属位于兰州市城关区盐场路2号范围内国有土地、地上建(构)筑物和设备实施征收，由 兰州市城关区住房和城乡建设局组织实施，并委托兰州市城关区人民政府盐场路街道办事处具体实施补 偿安置工作，负责与公司签订征收补偿协议。上述资产为中牧股份兰州厂和兰州中牧原厂区的土地、房 产和生产设备，资产均属于闲置状态。经甘肃方家房地产资产评估有限公司对以上资产进行评估，本次 征收的土地、地上建(构)筑物和设备涉及金额为2.29亿元。 ...

智通财经APP讯，中牧股份(600195.SH)公告，兰州市城关区人民政府决定对公司的分支机构中牧实业 股份有限公司兰州生物药厂(简称"中牧股份兰州厂")和公司全资子公司兰州中牧药械科技有限公司(简 称"兰州中牧")所属位于兰州市城关区盐场路2号范围内国有土地、地上建(构)筑物和设备实施征收，由 兰州市城关区住房和城乡建设局组织实施，并委托兰州市城关区人民政府盐场路街道办事处具体实施补 偿安置工作，负责与公司签订征收补偿协议。上述资产为中牧股份兰州厂和兰州中牧原厂区的土地、房 产和生产设备，资产均属于闲置状态。经甘肃方家房地产资产评估有限公司对以上资产进行评估，本次 征收的土地、地上建(构)筑物和设备涉及金额为2.29亿元。 ...