Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights the strengthening of pork prices as the breeding stock decreases to 35.61 million heads by the end of December, indicating a bullish trend in the market [1][2] - The report emphasizes the importance of the seed industry revitalization action, which has made significant progress in enhancing seed security and promoting domestic seed usage [1][12] - The commercialization of genetically modified crops is expected to accelerate, contributing to higher self-sufficiency rates in key varieties [1][12] Summary by Sections Planting Industry - The Ministry of Agriculture and Rural Affairs has reported progress in the seed industry revitalization action, with a focus on policy support, funding, and institutional guarantees [1][12] - Key companies recommended for investment include Beidahuang and Suqian Agricultural Development, as well as leading seed companies like Dabeinong and Longping High-Tech [1][12] Pig Farming - The average price of live pigs is reported at 12.99 CNY/kg, with a week-on-week increase of 2.27% [2][13] - The breeding stock of sows is at 39.61 million heads, showing a year-on-year decrease of 2.9% [2][13] - Recommended companies in the pig farming sector include Lihua Co., Muyuan Foods, and Shuanghui Development [5][13] Feed and Veterinary - The average price of pig feed is 2.65 CNY/kg, reflecting a week-on-week increase of 0.38% [52] - Companies in the feed sector such as Haida Group and veterinary companies like Jinhai Biological and Zhongmu Co. are expected to benefit [5][13]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600201 | 生物股份 | 17.35 | -1.42% | 31.57万 | 5.51亿 | | 603566 | 普莱柯 | 13.78 | -0.72% | 5.94万 | 8171.47万 | | 600195 | 中牧股份 | 8.49 | -0.59% | 14.59万 | 1.23亿 | | 002868 | *ST绿康 | 37.28 | -0.43% | 8137.0 | 3038.12万 | | 300119 | 瑞普生物 | 20.38 | -0.39% | 4.53万 | 9258.76万 | | 002141 | 贤丰控股 | 4.19 | 0.00% | 154.61万 | 6.70亿 | | 688098 | 申联生物 | 9.97 | 0.10% | 5.22万 | 5205.80万 | | 002688 | 金河生物 | 6.39 | 0.16% | 13.54万 | 8616.98万 | | 688526 | ...

股票代码：600195 股票简称：中牧股份 编号：临 2026-002 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 进展情况的公告 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。 一、本次交易情况概述 本次交易对相关财务数据的影响情况以经审计的 2025 年年度数据为准。 在协议履行过程中可能遇到因国家政策等不可预见的或其他不可抗力因素， 从而影响协议的最终执行情况，敬请广大投资者谨慎投资，关注投资风险。 特此公告 中牧实业股份有限公司（以下简称"公司"或"中牧股份"）于 2025 年 9 月 28 日召开第九届董事会 2025 年第十二次临时会议审议通过《关于政府征收公 司及全资子公司部分闲置资产的议案》，于 2025 年 10 月 27 日、2025 年 11 月 13 日分别召开第九届董事会第四次会议和 2025 年第二次临时股东会，审议通过《关 于政府征收公司及全资子公司部分闲置资产进展情况的议案》，兰州市城关区人 民政府对公司的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 ...

中牧股份公告称，2025年，兰州市城关区政府对公司分支机构兰州生物药厂和全资子公司兰州中牧药械 科技有限公司部分闲置资产实施征收，涉及金额22,897.82万元。截至2026年1月23日，公司已收到补偿 款1.45亿元，正督促对方支付剩余款项。本次交易不构成关联交易和重大资产重组，对财务数据的影响 以2025年审计数据为准，协议执行可能受政策等因素影响。 ...

Core Viewpoint - The animal health sector experienced a slight increase of 0.54% on January 22, with Xianfeng Holdings leading the gains. The Shanghai Composite Index rose by 0.14% to close at 4122.58, while the Shenzhen Component Index increased by 0.5% to 14327.05 [1]. Group 1: Stock Performance - Xianfeng Holdings (002141) closed at 4.19, up 9.97% with a trading volume of 720,300 shares and a transaction value of 297 million yuan [1]. - Other notable performers include Biological Shares (600201) at 17.60, up 1.79%, and Zhongmu Shares (600195) at 8.54, also up 1.79% [1]. - The overall trading volume and transaction values for various stocks in the animal health sector indicate active market participation [1]. Group 2: Capital Flow - The animal health sector saw a net inflow of 73.79 million yuan from institutional investors, while retail investors experienced a net outflow of 27.83 million yuan [2]. - The main capital inflow was primarily directed towards Xianfeng Holdings, which attracted 121 million yuan from institutional investors, representing 40.71% of its trading volume [3]. - Other stocks like Jinhe Biological (002688) and *ST Green Health (002868) also saw varying degrees of net inflow and outflow from different investor categories [3].

Core Viewpoint - The animal health sector experienced a decline of 0.65% on January 21, with Huisheng Biological leading the drop. The Shanghai Composite Index rose by 0.08%, while the Shenzhen Component Index increased by 0.7 [1] Group 1: Stock Performance - The closing prices and performance of key stocks in the animal health sector showed varied results, with Shunlian Biological up by 4.20% and Huisheng Biological down by 6.19% [1][2] - The trading volume for Huisheng Biological was 419,900 shares, with a transaction value of 1.192 billion yuan, indicating significant market activity despite the decline [2] Group 2: Capital Flow - The animal health sector saw a net inflow of 9.6935 million yuan from institutional investors, while retail investors experienced a net outflow of 73.8174 million yuan, suggesting a shift in investor sentiment [2][3] - Among individual stocks, Xianfeng Holdings had a net inflow of 15.1182 million yuan from institutional investors, while Huisheng Biological saw a net outflow of 42.2249 million yuan from retail investors [3]

一文读懂中国宠 物经济地图｜这 些地方搞定了 1.2亿"毛孩子"的 幸福生活_南方 +_南方plus 2025年中国宠物 行业市场规模预 计突破8114亿 元；中国城镇犬 猫饲养量达1.2 亿只；广州白云 机场等10家宠物 友好机场方便携 宠出行；AI技术 已经深入宠物医 疗、用品生产等 环节…… 如今，养宠已经 从家庭陪伴升级 为一种生活方 式，也由此衍生 出了围绕宠物全 生命周期等多个 领域的相关产业 和庞大经济体 系。梳理宠物经 济公开报道信息 可以发现，宠物 经济成为消费新 蓝海，中国的萌 宠产业已悄然完 成了一场全国性 的地理布局与专 业分工。 从辽宁鞍山繁育 调运全国超七成 的宠物犬，到山 东与河北撑起最 重要的"宠粮 仓"；从长三角 凭借供应链优势 成为用品"宇宙 中心"，到广东 引领智能与医疗 高地，乃至川渝 地区催生"宠物 +"新业业态—— 作为我们家庭中 的一员，它们的 饮食起居、吃喝 玩乐、医疗出行 背后，是一张清 晰且庞大的中国 宠物产业地图。 本文将带您一 览，在工业大 市、农业大县与 制造重镇中，如 何孕育出这片千 亿规模的温情市 场。 【辽宁鞍山】 "钢都"里孕 育"中国萌宠之 ...

Market Overview - The animal health sector increased by 3.21% on January 19, with Huisheng Biological leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Stock Performance - Huisheng Biological (300871) closed at 28.16, up 8.18% with a trading volume of 331,800 shares [1] - Zhongmu Co., Ltd. (600195) closed at 8.49, up 7.88% with a trading volume of 435,600 shares [1] - Other notable performers include: - Biological Co. (600201) at 18.28, up 3.80% [1] - Jinhai Biological (002688) at 6.45, up 3.53% [1] - Shunlian Biological (688098) at 9.91, up 3.23% [1] Capital Flow - The animal health sector saw a net inflow of 175 million yuan from institutional investors, while retail investors experienced a net outflow of 171 million yuan [2] - The main capital flow details include: - Huisheng Biological had a net outflow of 59.49 million yuan from institutional investors [3] - Biological Co. had a net inflow of 58.13 million yuan from institutional investors [3] - Jinhai Biological experienced a net inflow of 35.35 million yuan from institutional investors [3]

Investment Rating - Industry Rating: Recommended [3] Core Insights - The pork price is rising due to the peak consumption season, and there is an expectation for accelerated destocking after the holiday [2][12] - The Ministry of Agriculture and Rural Affairs emphasizes the importance of agricultural modernization and the commercialization of genetically modified crops to enhance yield and self-sufficiency [1][11] - The report highlights the profitability recovery in pig farming, with self-breeding and purchased piglets turning profitable, indicating a short-term challenge for capacity destocking [2][12] Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs is supporting Shandong Province in enhancing grain production and agricultural modernization, focusing on rural revitalization and technological innovation [1][11] - Key recommended stocks in the planting sector include Beidahuang and Suqian Agricultural Development, with a focus on leading seed companies like Dabeinong and Longping High-Tech [1][11] Swine Farming - The average price of live pigs is 12.72 CNY/kg, with a week-on-week increase of 1.26%. The number of breeding sows is 39.9 million, showing a decrease of 1.1% month-on-month and 2.1% year-on-year [2][12] - The report suggests focusing on companies with significant cost improvements and high future output elasticity, including stocks like Muyuan Foods and Wens Foodstuffs [2][12] Key Agricultural Product Data Tracking - Corn: The average price is 2359.57 CNY/ton, with a week-on-week increase of 0.26% [24] - Wheat: The average price is 2513.57 CNY/ton, remaining stable week-on-week [27] - Soybeans: The average price is 4053.16 CNY/ton, with a slight increase of 0.12% [38] - Cotton: The average price is 15640.00 CNY/ton, with a week-on-week increase of 0.18% [43]

Investment Rating - Industry rating: Recommended [3] Core Insights - The pork price is rising due to the peak consumption season, and there is an expectation for accelerated destocking after the holiday [2][12] - The Ministry of Agriculture and Rural Affairs emphasizes the importance of agricultural modernization and the commercialization of genetically modified crops to enhance yield and self-sufficiency [1][11] - The report highlights the profitability recovery in pig farming, with self-breeding and purchased piglets turning profitable, indicating a short-term challenge for capacity destocking [2][12] Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs is supporting Shandong province in enhancing grain production and agricultural modernization, focusing on technology and innovation [1][11] - Key recommended stocks in the planting sector include Beidahuang and Suqian Agricultural Development, with a focus on genetically modified seed companies like Dabeinong and Longping High-Tech [1][11] Swine Farming - The average price of live pigs is 12.72 CNY/kg, with a week-on-week increase of 1.26% [2][12] - The number of breeding sows is 39.9 million, showing a decrease of 1.1% month-on-month and 2.1% year-on-year, indicating a steady adjustment in production capacity [2][12] - Recommended stocks in the swine sector include Muyuan Foods, WH Group, and others, with a focus on companies that show significant cost improvements and high future output elasticity [2][12]