种业股盘初上扬，新赛股份涨停，新农开发、宏辉果蔬、平潭发展、神农种业、敦煌种业跟涨。 ...

经济观察网宏辉果蔬（603336）(603336.SH)在2026年2月12日出现逆势下跌，收盘报9.45元，跌幅 4.06%，成交额1.60亿元，换手率2.76%。当日上证指数微涨0.05%，农林牧渔板块下跌1.49%，公司股 价表现显著弱于大盘及行业。 获利盘了结：年初至2月12日股价累计上涨10.40%，2月11日单日涨幅达2.93%并触及10.15元阶段高点， 部分资金选择兑现收益。 公司基本面 净利润持续下滑：2025年前三季度归母净利润1077.96万元，同比下降44.48%；第三季度单季净利润 385.53万元，同比下降43.86%。盈利能力的疲软态势未得到改善。 核心业务收缩：2025年上半年果蔬业务收入同比下降1.3%，营收占比从85.79%降至78.51%。尽管冻肉 业务收入增长137.55%，但毛利率较低的新业务尚未形成有效替代。 资金面与技术面 主力资金净流出：2月12日主力资金净流出384.93万元，而前一交易日(2月11日)主力资金净流入1862.79 万元。资金快速转向加剧抛压。 技术指标转弱：股价跌破5日均线(9.644元)和布林带中轨(9.356元)，KDJ指标K线从2月11 ...

Core Viewpoint - The A-share market saw active performance in new retail concept stocks, with several companies reaching their daily price limit and others showing significant gains [1]. Group 1: Stock Performance - Hai Xin Food (002702) increased by 10.01%, with a total market value of 4.274 billion and a year-to-date increase of 8.01% [2]. - La Fang Jia Hua (603630) also rose by 10.01%, having a market capitalization of 4.804 billion and a year-to-date increase of 10.18% [2]. - Hangzhou Jie Bai (600814) saw a rise of 9.99%, with a market value of 7.204 billion and a year-to-date increase of 20.99% [2]. - Xin Hua Du (002264) increased by 9.97%, with a market capitalization of 9.055 billion and a year-to-date increase of 42.47% [2]. - Hong Mian Co. (000523) rose by 6.41%, with a market value of 7.617 billion and a year-to-date increase of 10.08% [2]. - San Jiang Shopping (601116) increased by 6.26%, with a market capitalization of 10.7 billion and a year-to-date increase of 41.68% [2]. - You Hao Group (600778) rose by 4.90%, with a market value of 2.601 billion and a year-to-date increase of 25.19% [2]. - Bi Yin Le Fen (002832) increased by 4.89%, with a market capitalization of 8.937 billion and a year-to-date increase of 4.68% [2]. - Hong Hui Guo Shu (603336) rose by 4.33%, with a market value of 5.862 billion and a year-to-date increase of 12.50% [2]. - Hai Lan Zhi Jia (600398) increased by 4.26%, with a market capitalization of 30.5 billion and a year-to-date increase of 5.12% [2]. - Shanghai Jiu Bai (600838) rose by 4.03%, with a market value of 5.071 billion and a year-to-date increase of 16.91% [2].

Group 1 - The new retail concept stocks in the A-share market are showing active performance, with several companies hitting the daily limit up [1] - Hai Xin Food, La Fang Jia Hua, Hangzhou Jie Bai, and Xin Hua Du all reached the daily limit up of 10% [1] - Hong Mian Co., San Jiang Shopping, and others saw significant increases, with Hong Mian Co. rising over 6% and San Jiang Shopping increasing by 6.26% [1] Group 2 - Hai Xin Food's market capitalization is 4.274 billion, with a year-to-date increase of 8.01% [2] - La Fang Jia Hua has a market capitalization of 4.804 billion and a year-to-date increase of 10.18% [2] - Hangzhou Jie Bai's market capitalization is 7.204 billion, with a year-to-date increase of 20.99% [2] - Xin Hua Du has a market capitalization of 9.055 billion and a year-to-date increase of 42.47% [2] - Hong Mian Co. has a market capitalization of 7.617 billion, with a year-to-date increase of 10.08% [2] - San Jiang Shopping's market capitalization is 10.7 billion, with a year-to-date increase of 41.68% [2] - Other companies like You Hao Group, Bi Yin Le Fen, and Hong Hui Guo Shu also showed positive performance with increases over 4% [1][2]

Market Overview - The planting industry sector increased by 0.28% compared to the previous trading day, with Xue Rong Biological leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up by 0.85%, while the Shenzhen Component Index closed at 14156.27, up by 0.21% [1] Top Gainers in Planting Sector - Xue Rong Biological (300511) closed at 6.27, up by 4.85% with a trading volume of 387,000 shares and a transaction value of 240 million [1] - Nongfa Seed Industry (600313) closed at 8.25, up by 4.04% with a trading volume of 2.6166 million shares and a transaction value of 2.121 billion [1] - Nuo Puxin (002215) closed at 11.49, up by 3.42% with a trading volume of 272,400 shares and a transaction value of 310 million [1] Top Losers in Planting Sector - Dunhuang He V (600354) closed at 7.15, down by 2.59% with a trading volume of 1.1124 million shares and a transaction value of 799 million [2] - Qiu Le Seed Industry (920087) closed at 19.82, down by 2.36% with a trading volume of 256,800 shares and a transaction value of 530 million [2] - Wanxiang Denong (600371) closed at 9.45, down by 1.97% with a trading volume of 346,300 shares and a transaction value of 329 million [2] Capital Flow Analysis - The planting industry sector experienced a net outflow of 709 million from main funds, while retail funds saw a net inflow of 504 million [2] - The main funds showed a net inflow in Xue Rong Biological of 36.2962 million, while retail funds had a net outflow of 14.1443 million [3] - Nuo Puxin had a net inflow from main funds of 29.0745 million, with retail funds also experiencing a net outflow of 789,280 [3]

Core Viewpoint - The planting industry sector experienced a rise of 2.94% on January 29, with Hainan Rubber leading the gains, while the Shanghai Composite Index closed at 4157.98, up 0.16%, and the Shenzhen Component Index closed at 14300.08, down 0.3% [1]. Group 1: Stock Performance - Hainan Rubber (601118) closed at 7.84, up 9.96%, with a trading volume of 2.3481 million shares and a transaction value of 1.772 billion [1]. - Shennong Seed Industry (300189) closed at 7.67, up 8.33%, with a trading volume of 3.3919 million shares and a transaction value of 2.561 billion [1]. - Qiule Seed Industry (920087) closed at 19.08, up 7.31%, with a trading volume of 189,600 shares and a transaction value of 354 million [1]. - Other notable stocks include Nongfa Seed Industry (600313) at 8.03, up 6.36%, and Kangnong Seed Industry (920403) at 27.14, up 3.39% [1]. Group 2: Capital Flow - The planting industry sector saw a net outflow of 229 million from institutional investors, while retail investors contributed a net inflow of 97.6117 million [2]. - Major stocks like Hainan Rubber had a net inflow of 1.62 billion from institutional investors, but a net outflow of 214.089 million from speculative funds [3]. - Shennong Seed Industry experienced a net inflow of 14.4615 million from institutional investors, while facing a net outflow of 1.80467 million from speculative funds [3].

Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Insights - The report highlights that supply pressure for pigs is postponed, leading to a risk of price decline before and after the Spring Festival. The average price of live pigs in China as of January 23, 2026, is 12.92 CNY/kg, with a week-on-week increase of 0.15 CNY/kg but a year-on-year decrease of 2.40 CNY/kg [3][11] - The white feather chicken sector has transitioned from losses to profits, with prices slightly declining but profitability improving due to stable feed costs and weak supply elasticity [4][23] Summary by Sections Supply and Demand Observations - The average weight of pigs remains high, and the utilization rate of secondary fattening barns has increased to 38%, creating a short-term support effect on prices. However, the risk of price decline exists due to potential supply release around the Spring Festival [11][12] - The demand side shows that the price of white strips has recovered to 17.15 CNY/kg, with the price difference between lean and fat pigs expanding, indicating improved slaughtering profits but weak volume performance [11][12] Market Performance - From January 19 to January 23, the agricultural sector underperformed the market by 0.43 percentage points, with the Shanghai Composite Index rising by 0.84% and the agricultural index by 0.40% [5][27] - Key stocks such as Jingji Zhino (up 29.47%), Quanyuan (up 13.57%), and Honghui Fruits and Vegetables (up 9.94%) led the gains in the agricultural sector [5][27] Key News - As of the end of 2025, the number of breeding sows in China was 39.61 million, a decrease of 1.16 million, or 2.9%, which is within the normal holding capacity [33] - The Ministry of Finance announced that a guiding document to promote the high-quality development of agricultural insurance will be issued in 2026 [4][33] Price Tracking - As of January 23, 2026, the average price of live pigs is 12.97 CNY/kg, with a week-on-week increase of 0.19 CNY/kg. The average price of piglets is 23.54 CNY/kg, up 1.55 CNY/kg from the previous week [35] - The average price of white feather chicken is 7.50 CNY/kg, down 1.19% week-on-week, while the average price of chicken seedlings is 2.20 CNY, down 19.71% [38][35]

● 宏辉果蔬股份有限公司（以下简称"公司"）持股5%以上股东黄俊辉先生持有公司股份100,707,299 股，占公司总股本16.54%；本次办理股份解除质押及延期购回后，黄俊辉先生累计质押股份数量合计 为21,760,000股，占其持股数量的21.61%，占公司总股本3.57%。 ● 黄俊辉先生及其一致行动人合计持有公司股份114,054,915股，占公司总股本18.74%；本次办理股份解 除质押及延期购回后，黄俊辉先生及其一致行动人累计质押股份数量合计为21,760,000股，占其持股数 量的19.08%，占公司总股本3.57%。 公司于近日接到公司持股5%以上股东黄俊辉先生关于其所持公司部分无限售条件流通股股份办理解除 质押及部分股份质押延期购回的通知，具体情况如下： 登录新浪财经APP 搜索【信披】查看更多考评等级 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个别及连带责任。 重要内容提示: 上述质押股份未被用作重大资产重组业绩补偿等事项的担保或其他保障用途。 一、本次股份解除质押及延期购回的基本情况： 1、股份解除质押情况： ...

（记者 曾健辉） 每经AI快讯，宏辉果蔬1月23日晚间发布公告称，宏辉果蔬股份有限公司持股5%以上股东黄俊辉先生持 有公司股份约1.01亿股，占公司总股本16.54%；本次办理股份解除质押及延期购回后，黄俊辉先生累计 质押股份数量合计为2176万股，占其持股数量的21.61%，占公司总股本3.57%。 每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 ...

证券代码：603336 证券简称：宏辉果蔬 公告编号：2026-003 宏辉果蔬股份有限公司 关于持股 5%以上股东部分股份解除质押及延期购回 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个别及连带责任。 重要内容提示: 宏辉果蔬股份有限公司（以下简称"公司"）持股 5%以上股东黄俊辉先 生持有公司股份 100,707,299 股，占公司总股本 16.54%；本次办理股份解除质 押及延期购回后，黄俊辉先生累计质押股份数量合计为 21,760,000 股，占其持 股数量的 21.61%，占公司总股本 3.57%。 | 股东名称 | 黄俊辉 | | --- | --- | | 本次解质股份（股） | 8,640,000 | 1、股份解除质押情况： | 占其所持股份比例 | 8.58% | | --- | --- | | 占公司总股本比例 | 1.42% | | 解质时间 | 2026 年 1 月 23 日 | | 持股数量（股） | 100,707,299 | | 持股比例 | 16.54% | | 剩余被质押股份数量（股） | ...