内容概要：当前，中国正逐步减少在养殖中使用抗生素，养殖企业积极寻找安全高效的替代方案。饲料 酸化剂通过降低消化道pH值、抑制有害微生物、促进营养吸收，成为重要的替代选择。同时，饲料行 业整体向"提质增效"转型，对饲料配方的精细化、专业化要求提高。酸化剂能有效提升饲料蛋白转化效 率，降低饲料成本，符合饲料行业降本增效的核心诉求。此外，国家加强了对饲料投入品的监管，并鼓 励推广新型安全高效添加剂，为酸化剂等合规、安全的产品提供了良好的发展环境。在此背景下，饲料 酸化剂行业市场规模持续上涨。2025年中国饲料酸化剂行业市场规模达到46.12亿元，同比上涨 12.65%。 相关上市企业：美农生物（301156）、大北农（002385）、牧原股份（002714）、温氏股份 （300498）、新希望（000876）、天邦食品（002124）、唐人神（002567）、新五丰（600975）、中牧 股份（600195）等。 相关企业：潍坊加易加生物科技有限公司、生物源生物技术(深圳)股份有限公司、上海正正生物技术有 限公司、河南星汉生物科技有限公司、重庆民泰新农业科技发展集团有限公司、成都大帝汉克生物科技 有限公司、广州市佰 ...

万其见强调，2026年是"十五五"开局之年，要切实破除生猪产业高质量发展的深层次制约，持续优化生猪市场有效供给和安全保障水平，为新五丰"十五 五"开好局贡献力量。一要紧盯非瘟防控。强化全流程管控，严格执行车辆、人员、物资进出洗消制度，确保生物安全管理形成闭环，切实阻断疫病传播 途径。二要践行生态环保。严格落实养殖场环保安全主体责任，做好养殖废弃物的有效处理和资源化利用，实现经济效益与生态效益双丰收。三要抓好团 队建设。加强技能培训和业务指导，着力提升团队专业素养和工作水平，做到明确责任、各司其职，以实际生产成绩检验干部员工的履职能力。 2月14日，湖南新五丰股份有限公司（以下简称"新五丰"）党委书记、董事长万其见前往沅江天心种业有限公司调研指导。 万其见先后来到养殖场隔离区、环保区、外围等重点区域，仔细查看了安全生产设施设备运行情况，并听取了有关环保安全和疫病防控相关情况的汇报， 并向坚守岗位的一线员工送上新春慰问和祝福。 2月14日，湖南新五丰股份有限公司（以下简称"新五丰"）党委书记、董事长万其见前往沅江天心种业有限公司调研指导。 万其见先后来到养殖场隔离区、环保区、外围等重点区域，仔细查看了安全生产设施 ...

证券日报网讯2月11日，新五丰（600975）在互动平台回答投资者提问时表示，2026年，公司将持续推 进降本增效工作，将以全链条精细化管控为核心，依托技术赋能与模式升级，构建持续的成本下降体 系，具体渠道如下：一是聚焦母猪生产效率的提升，逐步提升PSY水平。通过科学淘汰老龄低产母猪、 引入健康高产后备母猪，优化胎龄结构打造活力母猪群；引入PIC优质精液，提升产仔效率与猪群健康 水平；强化科学饲养、疫苗接种与疾病预防，降低非生产天数；同时加强一线员工技术培训，确保养殖 操作规范化、标准化。二是在仔猪成本控制上，以精细化管理与科技赋能为抓手，通过精确核算饲料、 动保、能耗等各项成本，并与员工绩效直接挂钩，激发全员降本意识；借助养殖大数据实时监控分析生 产指标，及时发现并解决问题；通过自动化饲喂、环控系统等先进技术，降低人工成本；同时加强种猪 健康管理，及时治疗异常猪只、淘汰无价值个体。三是发展"公司+农户"模式，该模式在生猪成活率提 升、单位增重成本控制等指标上具有一定优势。公司将立足湖南市场，并积极向江西、广东等周边区域 拓展，通过模式优化来提升运营效率和经济效益。四是继续推行"模拟代养"模式，这一模式是公司 ...

Core Viewpoint - The company announced its main operational data for January 2026, specifically focusing on pig sales, indicating a total sale of 451,700 pigs, including 257,800 commercial pigs [2] Group 1: Sales Data - In January 2026, the company sold a total of 451,700 pigs [2] - Out of the total, 257,800 were commercial pigs [2] Group 2: Additional Notes - The data provided is unaudited and may differ from regular report disclosures, serving only as a reference for investors [2] - The company acknowledges potential monthly fluctuations in pig sales due to factors such as animal epidemics, market price volatility, and changes in breeding schedules [2] - The company highlights that market price changes represent a systemic risk for the entire pig production industry, which is an uncontrollable external risk for all producers [2]

Group 1 - Baichuan Co., Ltd. announced a recent price increase for some of its main products due to market supply and demand factors, but the sustainability of this price fluctuation remains uncertain, making it difficult to predict the impact on the company's performance [1] - Jincheng Co., Ltd. plans to increase its acquisition of CMH Company by an additional 42.50% stake, which will give it a total ownership of 97.5% and ultimate control over CMH [2] - Xinhang New Materials intends to raise no more than 1 billion yuan through a private placement of A-shares, with the funds allocated for projects including high-performance resin production and a composite materials innovation center [3] Group 2 - SMIC reported a sales revenue of $2.489 billion for Q4 2025, a 4.5% increase quarter-on-quarter, with an annual revenue of $9.327 billion, reflecting a 16.2% year-on-year growth [4] - China Railway Construction recently won 10 major projects, each valued over 1.5 billion yuan, totaling 45.142 billion yuan, which represents 4.23% of the company's audited revenue for 2024 [5] - Shenzhen Airport recorded a passenger throughput of 5.8795 million in January 2026, a year-on-year increase of 2.84% [6] Group 3 - China State Construction reported a new contract total of 399.5 billion yuan in January 2026, marking a 1.8% year-on-year increase [7] - Jindi Group's sales amount in January 2026 decreased by 45.78% year-on-year, with a signed area of 78,000 square meters [8] - Changyuan Power achieved a power generation of 3.971 billion kWh in January 2026, a year-on-year increase of 37.81% [9] Group 4 - Senyuan Electric is expected to win a project from the Southern Power Grid valued at 272 million yuan [10] - Chengyi Pharmaceutical's products are set to be selected for the national centralized procurement of expiring varieties [12] - Xinwufeng reported a 10.71% year-on-year decrease in pig sales volume in January 2026 [13] Group 5 - Shengnong Development's sales revenue in January 2026 increased by 40.48% year-on-year, with chicken sales volume rising by 42.79% [14] - Minglida announced the termination of its investment in a key component manufacturing project due to global economic uncertainties [15] - CITIC Securities reported that its subsidiary, Huaxia Fund, achieved a net profit of 2.396 billion yuan in 2025 [16] Group 6 - Pianzaihuang completed the first subject enrollment for its Phase II clinical trial of PZH2107 [17] - Xinzhou Bang reported a 16.56% year-on-year increase in net profit for 2025 [18] - Ankai Bus produced 761 vehicles in January 2026, a year-on-year increase of 35.65% [19] Group 7 - Weilan Bio plans to acquire a 50% stake in Aidimeng Weilan for 47 million yuan [20] - Ningbo Gaofa intends to establish a wholly-owned subsidiary with an investment of no more than 100 million yuan [21] - Shanghai Airport signed a leasing contract worth approximately 585 million yuan with the Shanghai Airport Group [22] Group 8 - Fosun Pharma's subsidiary received acceptance for a drug registration application [23] - Jindai Home's subsidiary invested in acquiring shares in a North American market company [24] - Huatong Co. reported a 1.45% year-on-year decrease in pig sales revenue in January 2026 [25] Group 9 - Yunnan Energy Investment's Nanchong Wind Power Project has been approved with a total installed capacity of 62,500 kW [28] - Youyan Silicon reported a 10.14% year-on-year decrease in net profit for 2025 [29] - Jinpu Titanium announced a temporary shutdown of its Nanjing Titanium White production due to reduced demand [30] Group 10 - Yipin Hong completed the sale of its stake in Arthrosi for a total of $9.5 billion in upfront payments [31] - Liande Co. stated that its gas turbine business currently has limited supply, with minimal impact on overall performance [32] - Tiens Wind Power signed new contracts worth 870 million yuan in the offshore engineering sector [33] Group 11 - Daqin Railway reported a freight volume of 31.28 million tons in January 2026, a year-on-year increase of 5% [34] - ST Mingcheng successfully dismissed all claims from Beijing Fusheng in a recent court ruling [35] - Zhiyang Innovation is planning to acquire control of Lingming Photon and will continue its stock suspension for up to five trading days [36][37] Group 12 - Fulai New Materials accelerated the commercialization of flexible sensors, preparing for mass production of its third-generation electronic skin products [38] - Minhe Co. reported a 36.89% year-on-year decrease in sales of broiler chicks in January 2026 [39] - Ruiang Gene received government subsidies totaling 2 million yuan [40] Group 13 - Huiyu Pharmaceutical's shareholder was forced to reduce holdings by 0.307% due to a court order [41] - Fuyuan Pharmaceutical's subsidiary obtained a drug registration certificate for a new oral solution [42] - Xuantai Pharmaceutical's product is set to be selected for national procurement [43] Group 14 - Chunqiu Electronics completed the cancellation of 9.1369 million repurchased shares [44] - Jinguang Electric won a bid worth approximately 28.8691 million yuan [45] - Hongda Co. plans to invest approximately 71.43 million yuan in a 110kV power transmission project [46] Group 15 - Nanchao Foods reported a 1.99% year-on-year decrease in revenue for January 2026 [47] - Shisheng Intelligent plans to repurchase shares worth between 17.5 million and 35 million yuan [48]

（一）生猪销售情况 证券代码：600975 证券简称：新五丰 公告编号：2026-006 湖南新五丰股份有限公司 2026 年 1 月生猪业务主要经营数据公告 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。 湖南新五丰股份有限公司（以下简称"公司"或"本公司"）现将 2026 年 1 月主要经营数据公告如下： 一、主要经营数据 2、基于动物疫情对生猪行业的影响持续存在、生猪市场价格波动较大以及 公司养殖节奏变化等因素影响，未来公司生猪销量存在月度波动风险。 3、生猪市场价格变动的风险是整个生猪生产行业的系统风险，对任何一家 生猪生产者来讲都是客观存在的、不可控制的外部风险。 三、其他提示 1、2026 年 1 月公司生猪销售情况 | 主要产品 | 销售量 | 销售量同比增减 | 商品猪销价 | | --- | --- | --- | --- | | | （万头） | （%） | （元/公斤） | | 生猪 | 45.17 | -10.71 | 12.42 | 2、2026 年 1 月，公司销售生猪数量 45.17 万头，其中： ...

智通财经APP讯，新五丰(600975.SH)发布公告，2026年1月，公司销售生猪数量45.17万头，其中：销售 商品猪25.78万头。 ...

新五丰（600975）(600975.SH)发布公告，2026年1月，公司销售生猪数量45.17万头，其中：销售商品猪 25.78万头。 ...

新五丰公告称，2026年1月，公司销售生猪45.17万头，同比减少10.71%，其中商品猪25.78万头，商品 猪销价为12.42元/公斤。公告强调，上述数据未经审计，可能存在差异与尾差，仅供投资者参考。未来 公司生猪销量或因动物疫情、市场价格及养殖节奏变化等因素出现月度波动，并提示生猪市场价格变动 是行业不可控风险。 ...

长沙晚报掌上长沙2月9日讯（全媒体记者 曹开阳）2月4日，正值立春，万象更新。作为"产业升级和提 质增效年"的开局之年，新五丰紧密围绕"抓好'七大攻坚'、推动'七大升级'、提升'七大能力'"的战略部 署，紧扣《降本增效三年行动方案》主线，以经济效益为中心，以智能化、绿色化、融合化为方向，全 面锻造企业核心竞争力，奋力在建设国内一流综合性农业企业的新征程中当好排头兵。 围绕"以实绩用干部、按需要选人才、凭贡献定薪酬"的导向，公司正加快推进养殖板块区域化改革，健 全人才选拔与激励机制，激发组织内生动力。同时，持续强化生物安全体系建设，扎实做好猪群健康管 理，确保养殖全程成活率稳步提升。此外，公司正加快完善覆盖全业务链的风控合规体系，优化应收账 款与存货管理，深化内部代养模式改革，促进产业链协同增效，全面提升企业综合韧性与可持续发展能 力。 双轮驱动，八大任务引领高质量发展 在2026年度党委经济工作会议上，湖南农业集团党委副书记、副董事长、总经理杨正华表示，公司须驱 动产业升级，在优化市场布局中找准定位；持续降本增效，在精细化管理中提升盈利能力；推动科研攻 关，在培育新质生产力中实现自立自强；聚焦深化改革，在激发 ...