证券之星消息，10月10日养殖业板块较上一交易日上涨0.72%，立华股份领涨。当日上证指数报收于 3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。养殖业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) | | | --- | --- | --- | --- | --- | --- | --- | | 300761 | 立华股份 | 22.95 | 3.52% | 16.19万 | | 3.68亿 | | 000735 | 罗牛山 | 6.49 | 3.34% | 39.82万 | | 2.57亿 | | 300967 | 晓鸣股份 | 22.43 | 2.28% | 9.25万 | 1 | 2.07亿 | | 002234 | 民和股份 | 8.57 | 2.15% | 5.82万 | | 4974.57万 | | 300313 | *ST天山 | 8.84 | 1.61% | 6.15万 | | 5392.51万 | | 605296 | 神农集团 | 30.89 | 1.58% | 3.61万 | | 1.11亿 | | 6 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002321 | 华英农业 | 2.88 | -3.03% | 52.54万 | 1.52亿 | | 002299 | 圣农发展 | 17.69 | -1.89% | 18.96万 | 3.32 Z | | 000735 | 罗牛山 | 6.28 | -1.72% | 27.74万 | 1.74亿 | | 603477 | 巨星农牧 | 19.97 | -1.58% | 16.91万 | 3.36亿 | | 002458 | 益生股份 | 8.56 | -1.27% | 8.93万 | 7627.60万 | | 002124 | 天邦食品 | 2.89 | -1.03% | 52.27万 | 1.50亿 | | 001201 | 东瑞股份 | 15.76 | -1.01% | 3.75万 | 5871.01万 | | 002234 | 民和股份 | 8.39 | -0.59% | 4.30万 | 3583.96万 | | 301116 | 益客食品 ...

（文章来源：证券时报网） 据Wind统计，截至9月29日，沪深两市共有100只个股连续5日或5日以上获主力资金净买入。连续获主 力资金净买入天数最多的股票是光明肉业，已连续15个交易日获净买入；连续获主力资金净买入天数较 多的还有莎普爱思、中南传媒、新天绿能、新华文轩、酒钢宏兴、利群股份、美凯龙、福成股份等股。 ...

Core Insights - The aquaculture sector saw a slight increase of 0.14% on September 29, with Tianyu 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] Aquaculture Sector Performance - Tianyu Biological (603717) closed at 8.87, up 1.49% with a trading volume of 107,100 shares and a transaction value of 93.82 million yuan [1] - Huaying Agriculture (002321) closed at 2.98, up 1.36% with a trading volume of 583,200 shares and a transaction value of 172 million yuan [1] - Luoniushan (000735) closed at 6.36, up 1.27% with a trading volume of 182,200 shares and a transaction value of 115 million yuan [1] - Other notable performers include Shengnong Development (002299) at 17.72 (+1.14%), New Hope (000876) at 9.84 (+1.03%), and Muyuan Foods (002714) at 53.00 (+1.01%) [1] Capital Flow Analysis - The aquaculture sector experienced a net outflow of 265 million yuan from institutional investors, while retail investors saw a net inflow of 1.91 million yuan [2] - Notable net inflows from retail investors were observed in New Hope (000876) with 7.82 million yuan and Huaying Agriculture (002321) with 6.16 million yuan [3] - Conversely, Wens Foodstuffs (300498) faced a significant net outflow of 39.40 million yuan from institutional investors [3]

Industry Rating - The industry rating is maintained at "Outperform the Market" [2] Core Insights - The dairy sector is experiencing a significant supply contraction, with the potential end of capacity reduction in sight. The milk price has been declining for four years, leading to an industry loss for 1.5 years, resulting in an approximate 8% reduction in dairy cow capacity as of August 2025. The upcoming third-quarter silage feed procurement season may accelerate the clearing of livestock due to increased funding needs [4][27] - The beef sector is at a turning point in a super cycle, with domestic beef cattle capacity being fully cleared. The prolonged loss cycle has driven a deep reduction in breeding cows, which is expected to lead to a decline in beef cattle inventory starting in 2024. The supply of beef is anticipated to enter a contraction phase in the second half of 2025 [5][50] Summary by Sections Dairy Sector - Supply contraction is nearing its end, with milk prices expected to rebound due to a tightening supply-demand balance. The reduction in capacity is expected to stabilize by the end of 2025 or the first half of 2026, supported by seasonal demand during the upcoming holidays and long-term improvements in consumption driven by child-rearing subsidies [4][27] - The financial performance of dairy companies varies, with some showing resilience against falling milk prices due to unique business advantages, while others face significant pressure [6] - The dairy industry is characterized by a longer production cycle compared to other livestock, leading to a more prolonged adjustment period in capacity [6][27] Beef Sector - The beef cattle market is experiencing a super cycle, with a significant reduction in domestic beef cattle capacity. The prolonged loss cycle has led to a decrease in breeding cows, which will impact beef supply in the coming years [5][50] - External factors affecting beef supply are diminishing, with a long-term global beef supply gap emerging due to various pressures on major production areas [5] - The demand for beef is expected to grow steadily, driven by rising income levels and health consciousness among consumers, with a notable reliance on imported beef to meet domestic demand [50][51] Investment Recommendations - The report suggests focusing on companies that are well-positioned to benefit from the anticipated recovery in both the dairy and beef sectors. Specific companies to watch include China Shengmu, Guangming Meat Industry, and Fucheng Co., for beef, and Yuran Dairy, China Shengmu, and Modern Dairy for dairy [6][7]

证券之星消息，9月22日养殖业板块较上一交易日下跌1.01%，福成股份领跌。当日上证指数报收于 3828.58，上涨0.22%。深证成指报收于13157.97，上涨0.67%。养殖业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) | | --- | --- | --- | --- | --- | --- | | 300967 | 晓鸣股份 | 24.21 | 3.86% | 12.26万 | 2.90亿 | | 300313 | *ST天山 | 8.94 | 3.83% | 11.68万 | 1.04亿 | | 000048 | 京基智农 | 17.09 | 1.97% | 13.81万 | 2.36 Z | | 002321 | 华英农业 | 2.83 | 1.80% | 29.61万 | 8287.13万 | | 603717 | 天域生物 | 9.07 | 1.00% | 10.14万 | 9154.05万 | | 600975 | 新五丰 | 6.52 | 0.62% | 29.71万 | 1.91亿 | | 002234 | 民和股份 | 8.5 ...

证券之星消息，9月19日，福成股份（600965）融资买入703.97万元，融资偿还697.64万元，融资净买入 6.33万元，融资余额9635.65万元，近3个交易日已连续净买入累计483.11万元，近20个交易日中有11个 交易日出现融资净买入。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 2025-09-19 | 9635.65万 | 6.33万 | 0.07% | | 2025-09-18 | 9629.32万 | 175.50万 | 1.86% | | 2025-09-17 | 9453.82万 | 301.27万 | 3.29% | | 2025-09-16 | 9152.54万 | -233.96万 | -2.49% | | 2025-09-15 | 9386.50万 | 49.71万 | 0.53% | 小知识 融资融券：融资余额增加反映市场做多情绪强化，融资余额减少反映市场观望情绪或者看空情绪强化； 相应的，融券余额增加反映市场看空情绪增强，融券余额减少反映市场观望情绪增强或者看多情绪增 强。需注意的是，由于融 ...

Market Overview - The aquaculture sector experienced a decline of 2.56% on September 18, with Lihua Co. leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Lihua Co. (300761) saw a significant drop of 4.71%, closing at 22.68 with a trading volume of 177,900 shares and a turnover of 411 million yuan [2] - Other notable declines included New Hope (000876) down 1.68% to 9.97 yuan, and Xiangjia Co. (002982) down 1.90% to 14.99 yuan [1][2] - The total net outflow of main funds in the aquaculture sector was 654 million yuan, while retail investors saw a net inflow of 615 million yuan [2][3] Fund Flow Analysis - The main funds showed a net outflow from several companies, including Jingji Zhinong (000048) with a net outflow of 61.41 million yuan [3] - Retail investors contributed positively to the sector, with significant inflows into companies like Huaying Agriculture (002321) and Xiantan Co. (002746) [3] - The overall fund flow indicates a mixed sentiment, with institutional investors pulling back while retail investors remain active [2][3]

Market Overview - The aquaculture sector experienced a decline of 1.27% on September 17, with Tianyu Biological leading the drop [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Key stocks in the aquaculture sector showed varied performance, with 京基智农 (Jingji Zhino) closing at 17.21, up 0.35%, and 温氏股份 (Wens Foodstuff) remaining unchanged at 19.66 [1] - Tianyu Biological (天域生物) saw a significant decline of 5.73%, closing at 9.38 [2] - Other notable declines included 牧原股份 (Muyuan Foods) down 2.02% at 56.19 and 立华股份 (Lihua Agricultural) down 1.77% at 23.80 [2] Capital Flow - The aquaculture sector experienced a net outflow of 742 million yuan from institutional investors, while retail investors saw a net inflow of 643 million yuan [2] - The table of capital flow indicates that 民和股份 (Minhe Livestock) had a net inflow of 5.90 million yuan from institutional investors, while 京基智农 (Jingji Zhino) had a net inflow of 4.58 million yuan [3]

Group 1 - The company, Fucheng Co., announced a reduction of registered capital by 320 million yuan for its wholly-owned subsidiary, Sanhe Lingshan Baota Cemetery Co., Ltd [2] - The board of directors approved this capital reduction during the third meeting of the ninth board session held on September 15, 2025 [2] - This capital reduction does not require submission for shareholder meeting approval as it falls within the board's authority [2]