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]

Core Viewpoint - Zhongmu Co., Ltd. experienced a stock price increase of 5.72% on January 19, reaching 8.32 CNY per share, with a trading volume of 124 million CNY and a turnover rate of 1.49%, resulting in a total market capitalization of 8.496 billion CNY [1] Company Overview - Zhongmu Co., Ltd. is located at No. 188, West Fourth Ring South Road, Fengtai District, Beijing, and was established on December 25, 1998, with its listing date on January 7, 1999 [1] - The company's main business involves animal health products, including vaccines, diagnostic liquids, and veterinary drugs, as well as animal nutrition products such as feed raw materials, feed additives, and premixed feeds [1] - The revenue composition of the main business is as follows: chemical drugs 35.78%, trade 27.87%, feed 19.21%, biological products 16.10%, and others 1.04% [1] Shareholder Information - Among the top ten circulating shareholders of Zhongmu Co., Ltd., a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 74,000 shares in the third quarter, now holding 4.6728 million shares, which accounts for 0.46% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 76.63 billion CNY. Year-to-date returns are 8.41%, ranking 1574 out of 5579 in its category; over the past year, returns are 43.88%, ranking 1725 out of 4225; and since inception, returns are 23.98% [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has a cumulative tenure of 7 years and 75 days, managing total fund assets of 122.76 billion CNY, with the best fund return during the tenure being 247.63% and the worst being -15.93% [2]

Core Viewpoint - The animal health sector experienced a rise of 0.93% on January 16, with leading gains from BioShares, while the overall market indices showed slight declines [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4101.91, down 0.26% [1]. - The Shenzhen Component Index closed at 14281.08, down 0.18% [1]. Group 2: Individual Stock Performance - BioShares (600201) led the gains with a closing price of 17.61, up 3.53%, and a trading volume of 480,000 shares, amounting to a transaction value of 840 million yuan [1]. - Other notable performers included: - Huisheng Bio (300871) at 26.03, up 1.36%, with a transaction value of 434 million yuan [1]. - Xianfeng Holdings (002141) at 3.76, up 1.35%, with a transaction value of 8.13 million yuan [1]. - Ruipu Bio (300119) at 20.15, up 0.90%, with a transaction value of 110 million yuan [1]. - Shunlian Bio (688098) at 9.60, up 0.63%, with a transaction value of 40.84 million yuan [1]. Group 3: Capital Flow - The animal health sector saw a net inflow of 112 million yuan from institutional investors, while retail investors experienced a net outflow of 68.65 million yuan [2]. - The capital flow for individual stocks showed: - BioShares had a net inflow of 75.95 million yuan from institutional investors [3]. - Huisheng Bio had a net inflow of 19.63 million yuan from institutional investors [3]. - Xianfeng Holdings had a net inflow of 16.40 million yuan from institutional investors [3].

Market Overview - The animal health sector experienced a decline of 0.44% on January 14, with Haili Biological leading the drop [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Stock Performance - Notable gainers included: - Qudongli (code: 920275) with a closing price of 10.39, up 10.65% on a trading volume of 112,300 shares and a turnover of 118 million yuan [1] - Huisheng Biological (code: 300871) closed at 25.52, up 1.84% with a trading volume of 270,100 shares and a turnover of 696 million yuan [1] - Major decliners included: - Haili Biological (code: 603718) closed at 6.55, down 1.65% with a trading volume of 237,400 shares and a turnover of 157 million yuan [2] - Zhongmu Co., Ltd. (code: 600195) closed at 7.92, down 1.61% with a trading volume of 201,400 shares and a turnover of 161 million yuan [2] Capital Flow - The animal health sector saw a net outflow of 140 million yuan from institutional investors, while retail investors experienced a net inflow of 52.14 million yuan [2] - The detailed capital flow for selected stocks showed: - Huisheng Biological had a net inflow of 23.06 million yuan from institutional investors [3] - ST Green Kang (code: 002868) faced a significant net outflow of 5.87 million yuan from institutional investors [3]

Core Insights - The animal health sector experienced a rise of 1.09% on January 13, with Huisheng Biological leading the gains [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Huisheng Biological (300871) closed at 25.06, up 8.39%, with a trading volume of 276,700 shares and a transaction value of 700 million [1] - Other notable performers included: - Qudongli (920275) at 65.6, up 3.99% [1] - Haili Biological (603718) at 6.66, up 1.99% [1] - Xianfeng Holdings (002141) at 3.77, up 1.34% [1] - Shunlian Biological (688098) at 9.78, up 1.03% [1] Capital Flow - The animal health sector saw a net inflow of 34.99 million from institutional investors, while retail investors contributed a net inflow of 30.94 million [2] - However, speculative funds experienced a net outflow of 65.94 million [2] Individual Stock Capital Flow - Major net inflows were observed in: - Biological Shares (600201) with a net inflow of 39.54 million [3] - Jinhe Biological (002688) with a net inflow of 13.45 million [3] - Xianfeng Holdings (002141) with a net inflow of 10.20 million [3] - Conversely, significant net outflows were noted in: - Biological Shares (600201) with a net outflow of 48.25 million from speculative funds [3] - Jinhe Biological (002688) with a net outflow of 1.46 million from retail investors [3]

股票代码：600195 股票简称：中牧股份 编号：临 2026-001 本次会议是否有否决议案：无 中牧实业股份有限公司 一、 会议召开和出席情况 2026年第一次临时股东会决议公告 | 1、出席会议的股东和代理人人数 | 243 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 521,796,880 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 51.0990 | (四) 表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次会议由公司董事会召集，采用现场投票和网络投票相结合的方式召开。 (一) 股东会召开的时间：2026 年 1 月 12 日 (二) 股东会召开的地点：北京市丰台区南四环西路 188 号总部基地 8 区 16 号楼 8 层公司会议室 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 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。 重要内容提示： 现场会议由公司董事长吴冬荀先生主持 ...