0530强势股脱水 | 龙头底部大涨，创新药真的要 回血了吗？ 2025/05/30 17:40 ①创新药龙头：2024年公司在保持研发强度基本稳定的情况下，持续优化创新研发体系，提升研 发效率，研发投入共计55.54亿元。其中公司制药业务研发投入49.10亿元，占制药业务收入的 16.98%。我们看好公司持续高研发投入强度下，创新药产品收入占比持续提升。 ②具有竞争力的养殖企业：公司2024年1-12月生猪出栏量达275.52万头，其中商品猪出栏268.38 万头，同比增长50.76%。当前公司有18万头以上种猪场产能和28万头以上存栏种猪，有效支撑 公司生猪养殖产能规模稳健、持续增长。 ③人造草坪龙头：人造草坪相比天然草坪具备明显性能（耐用性、抗老化性、节约用水等）、成 本（安装维护）优势，持续替代天然草坪，出口占比近90%。据QYR统计与预测，2023年全球人 造草坪市场销售额达到220.63亿元，预计2030年达到382亿元的规模。 本文是对当日大涨公司进行研报深度复盘，相关个股信息仅供参考，不构成投资建议。 1、复星医药：H带A （1）大涨题材：医药 公司港股近两日涨超13%，创去年10月以来新高， ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603477 证券简称：巨星农牧 公告编号：2025-051 债券代码：113648 债券简称：巨星转债 乐山巨星农牧股份有限公司关于实施2024年度权益分派时"巨星转债" 停止转股和转股价格调整的提示性公告 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。 （三）本次权益分派方案实施后，公司将根据《乐山巨星农牧股份有限公司公开发行可转换公司债券募 集说明书》的发行条款及相关规定，对"巨星转债"当期转股价格进行调整。 二、本次权益分派方案实施时停止转股的安排 重要内容提示： ● 证券停复牌情况：适用 因实施2024年度权益分派, 乐山巨星农牧股份有限公司（以下简称"公司"）的相关证券停复牌情况如 下： ■ 权益分派公告前一交易日（2025年6月10日）至权益分派股权登记日期间，公司可转换公司债券（以下 简称"巨星转债"）将停止转股。 一、本次权益分派方案的基本情况 （一）公司2024年度权益分派方案为：以实施权益分派股权登记日登记的总股本为基数分配利润，向公 司全体股东 ...

根据行业分析师的研究，二次育肥会人为拉长出栏时间，造成阶段性出栏量差异较大，导致出现"助涨 助跌"现象。有头部猪企停止销售二次育肥商品猪 端午节后第一个交易日，A股生猪板块延续涨势，牧原股份连续两个交易日累计上涨近10%，神农集 团、巨星农牧同期上涨超10% 端午节后的第一个交易日，A股生猪板块延续良好势头，牧原股份（002714）(002714.SZ)、神农集团 （605296）(605296.SH)和巨星农牧（603477）(603477.SH)等表现不错。这与猪价稳定的预期有关，猪 价稳定预期又与二次育肥的最新消息有关——一些头部猪企暂停对二次育肥客户出售商品猪。 6月3日上午，《每日经济新闻》记者从牧原股份、神农集团、新希望(000876.SZ)等多家猪企了解到， 至少有两家头部猪企暂停了这一业务，且对商品猪只开屠宰类检疫票。这意味着只能用作屠宰的商品猪 无法进入二次育肥被再次饲养。 所谓二次育肥，是指养殖户购进已达正常出栏体重的生猪，继续育肥至350斤或以上再出售，以赚取价 差和增重利润的短期养殖模式。 生猪板块之所以上涨，和二次育肥的消息有关。有市场消息称，行业接有关部门通知要求控制出栏猪体 重并 ...

| 证券代码：603477 | 证券简称：巨星农牧 | 公告编号：2025-051 | | --- | --- | --- | | 债券代码：113648 | 债券简称：巨星转债 | | 乐山巨星农牧股份有限公司 关于实施 2024 年度权益分派时"巨星转债" 停止转股和转股价格调整的提示性公告 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。 重要内容提示： 证券停复牌情况：适用 因实施 2024 年度权益分派, 乐山巨星农牧股份有限公司（以下简称"公司"） 的相关证券停复牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | | | | | 期间 | | | | 113648 | 巨星转债 | 可转债转股停 | 2025/6/10 | | | | | | | 牌 | | | | | 权益分派公告前一交易日（2025 年 6 月 10 日）至权益分派股权登记日期间，公司可转换 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The supply of pigs is expected to increase due to the normalization of breeding practices, which may exert downward pressure on prices in the short term. However, as supply stabilizes, prices are anticipated to stabilize or slightly rebound [4][14] - The pet food sector is experiencing a rise in domestic brands, supported by consumption upgrades and tariff barriers, with significant growth expected in the pet food market [6][26][28] Summary by Sections Weekly Observation - The average national pig selling price on May 30 was 14.44 yuan/kg, up by 0.17 yuan/kg from the previous week, with a daily average slaughter volume of 156,400 pigs, an increase of 13,200 pigs [4][14] - The demand side shows slight recovery, and the focus remains on policies affecting the pig industry [4][14] Weekly Market Performance (May 26-30) - The agricultural index outperformed the market by 1.82 percentage points, with the agricultural index rising by 1.79% while the Shanghai Composite Index fell by 0.03% [29][30] - The livestock breeding sector led the gains, with notable increases in stocks such as Juxing Agriculture (+13.15%) and Xiwang Food (+12.42%) [29][32] Price Tracking (May 26-30) - The national average price for pigs was 14.47 yuan/kg, up by 1.12% from the previous week. The average price for piglets was 35.24 yuan/kg, down by 0.90% [36] - The average price for corn was 2,339.00 yuan/ton, up by 0.52%, while soybean meal was priced at 2,966.00 yuan/ton, up by 0.54% [51] Key News (May 26-30) - An announcement was made to prevent the entry of highly pathogenic avian influenza from Brazil, highlighting the importance of biosecurity in the livestock sector [33] Weekly Insights - The pig sector shows low valuation and potential for recovery, with recommendations for companies like Muyuan Foods and Wens Foodstuffs [26] - The feed sector benefits from the recovery of livestock and strong overseas demand, with recommendations for companies like Haida Group and New Hope Liuhe [26]

Core Insights - The poultry sector has seen a rise of 1.94%, ranking second among concept sectors, with 17 stocks increasing in value, including major gainers like Juxing Agriculture and Xiangjia Shares, which hit the daily limit [1][2] Sector Performance - The poultry concept sector recorded a net inflow of 346 million yuan, with 11 stocks experiencing net inflows, and 8 stocks seeing inflows exceeding 10 million yuan [2] - Juxing Agriculture led the net inflow with 240 million yuan, followed by Xiangjia Shares and New Hope with net inflows of 77.97 million yuan and 38.08 million yuan respectively [2][3] Stock Performance - Juxing Agriculture had a daily increase of 10.02% with a turnover rate of 9.89% and a net inflow ratio of 21.93% [3] - Xiangjia Shares also performed well with a 10.01% increase and a net inflow ratio of 15.94% [3] - Other notable performers included Huadong Shares with a 5.10% increase and a net inflow ratio of 7.57% [3] Decliners - The stocks that experienced the largest declines included Tianma Technology, Yike Food, and Jinlongyu, with decreases of 2.95%, 1.15%, and 0.98% respectively [1][4]

沪指5月30日下跌0.47%，申万所属行业中，今日上涨的有5个，涨幅居前的行业为农林牧渔、银行，涨 幅分别为1.20%、0.64%。农林牧渔行业位居今日涨幅榜首位。跌幅居前的行业为汽车、综合，跌幅分 别为1.91%、1.87%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300498 | 温氏股份 | 1.59 | 1.43 | -7689.61 | | 002286 | 保龄宝 | -9.23 | 16.38 | -4846.02 | | 300871 | 回盛生物 | -2.79 | 8.13 | -4405.77 | | 002215 | 诺普信 | -2.56 | 10.55 | -3578.05 | | 300189 | 神农种业 | -0.48 | 8.29 | -1933.60 | | 300119 | 瑞普生物 | -0.32 | 2.98 | -1764.13 | | 300021 | 大禹节水 | -1.23 | 7.94 | -1479.99 | | 300673 | ...

Core Insights - The pork concept sector has seen a rise of 2.39%, leading among concept sectors, with 28 stocks increasing in value, including major gains from companies like Juxing Agriculture and Xiangjia Co., which hit the daily limit [1][2] Group 1: Stock Performance - Juxing Agriculture, Xiangjia Co., and Dayu Biology are among the top gainers, with respective increases of 10.02%, 10.01%, and 7.49% [3][4] - The top decliners include Kemin Foods, Delisi, and Tianyu Biology, with decreases of 0.50%, 0.44%, and 0.14% respectively [1][4] Group 2: Capital Flow - The pork concept sector attracted a net inflow of 609 million yuan, with 21 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflow [2][3] - Juxing Agriculture led the net inflow with 240 million yuan, followed by Muyuan Foods and Xiangjia Co. with 143 million yuan and 77.97 million yuan respectively [2][3] Group 3: Capital Inflow Ratios - Juxing Agriculture, Xiangjia Co., and Zhengbang Technology have the highest net inflow ratios at 21.93%, 15.94%, and 12.93% respectively [3][4] - The overall performance of the pork concept stocks indicates strong investor interest and capital movement within the sector [2][3]

A股猪肉概念股直线拉升，巨星农牧涨超8%，神农集团涨超5%，湘佳股份、牧原股份、光明肉业均涨 超2%。 ...