PULIKE(603566)
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农林牧渔行业月报:猪价持续下行,宠物食品出口数据快速增长-20260331
Zhongyuan Securities· 2026-03-31 08:32
Investment Rating - The report maintains an investment rating of "Outperform" for the agriculture, forestry, animal husbandry, and fishery industry [1]. Core Insights - The report highlights a continuous decline in pig prices, while pet food exports are experiencing rapid growth [1]. - The industry is currently trading at a lower price-to-earnings (P/E) and price-to-book (P/B) ratio compared to historical averages, indicating potential for valuation recovery [6][9]. Summary by Sections Market Review - In March 2026, the agriculture, forestry, animal husbandry, and fishery index fell by 4.26%, outperforming the CSI 300 index, which declined by 4.42% [6][9]. - All sub-sectors experienced varying degrees of decline, with the pet food sector showing the largest drop [9]. Livestock Farming Data Tracking - Pig prices continued to decline in March 2026, with an average trading price of 9.62 CNY/kg, a week-on-week decrease of 4.37% [14]. - The average price for 7 kg piglets was 278.61 CNY/head, down 11.80% week-on-week [14]. - White feather chicken prices initially rose but then fell, with an average price of 3.51 CNY/jin, a decrease of 4.10% month-on-month [24]. Pet Food - Pet food exports saw significant growth, with February 2026 exports reaching 33,500 tons, a year-on-year increase of 60.85% [30]. - The export value in February 2026 was 120 million USD, reflecting a year-on-year increase of 53.53% [30]. Investment Recommendations - The report suggests focusing on companies such as Muyuan Foods, Pulaike, Suqian Agricultural Development, Guibao Pet, Zhongchong Co., Petty, and Qiule Seed Industry, all rated as "Buy" [1].
农林牧渔行业月报:猪价持续下行,宠物食品出口数据快速增长
Zhongyuan Securities· 2026-03-31 08:24
Investment Rating - The report maintains an investment rating of "Outperform" for the agriculture, forestry, animal husbandry, and fishery industry [1] Core Insights - The report highlights a continuous decline in pig prices, while pet food exports are experiencing rapid growth [1] - The industry is currently trading at a price-to-earnings (PE) ratio below historical averages, indicating potential for valuation recovery [6] Summary by Sections Market Review - In March 2026, the agriculture, forestry, animal husbandry, and fishery index fell by 4.26%, outperforming the Shanghai and Shenzhen 300 index, which declined by 4.42% [6][9] - All sub-sectors experienced varying degrees of decline, with the pet food sector showing the largest drop [9] Livestock Farming Data Tracking - Pig prices continued to decline in March 2026, with an average trading price of 9.62 yuan/kg, a week-on-week decrease of 4.37% [14] - The average price for 7 kg piglets was 278.61 yuan/head, down 11.80% week-on-week [14] - White feather chicken prices initially rose before falling, with an average price of 3.51 yuan/jin, a decrease of 4.10% month-on-month [24] Pet Food - Pet food exports saw significant growth, with February 2026 exports reaching 33,500 tons, a year-on-year increase of 60.85% [30] - The export value in February 2026 was 120 million USD, up 53.53% year-on-year [30] Major Agricultural Product Price Tracking - In March 2026, corn and wheat prices showed an upward trend, while soybean meal prices increased as well [34][39] Industry Dynamics and Company News - The report tracks key industry events, including a meeting organized by the National Development and Reform Commission to discuss market regulation in response to falling pig prices [43] - Several companies in the sector have announced various guarantees and financing activities, indicating ongoing corporate actions within the industry [45][46]
普莱柯(603566) - 普莱柯关于选举职工代表董事的公告
2026-03-06 10:45
证券代码:603566 证券简称:普莱柯 公告编号:2026-009 特此公告 普莱柯生物工程股份有限公司 关于选举职工代表董事的公告 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法律责任。 根据《中华人民共和国公司法》《普莱柯生物工程股份有限公司章程》(以 下简称"《公司章程》")等相关规定,普莱柯生物工程股份有限公司(以下简 称"公司")设职工代表董事 1 名,由公司职工代表大会或者其他形式的民主选 举产生,直接进入董事会,无需提交股东会审议。2026 年 3 月 5 日,公司召开 2026 年第一次职工代表大会,选举周莉鹏女士为职工代表董事(简历附后), 其与经股东会选举产生的董事共同组成公司第六届董事会,任期与公司第六届董 事会一致。 周莉鹏女士任职资格符合相关法律法规对董事任职资格的要求,不存在《中 华人民共和国公司法》和《公司章程》规定的不得担任公司董事的情形,不存在 上海证券交易所认定不适合担任上市公司董事的其他情形。 普莱柯生物工程股份有限公司 董 事 会 2026 年 3 月 6 日 附件: 周莉鹏女士个人简历 周莉 ...
普莱柯(603566) - 普莱柯2026年第一次临时股东会决议公告
2026-03-06 10:45
证券代码:603566 证券简称:普莱柯 公告编号:2026-008 普莱柯生物工程股份有限公司 2026年第一次临时股东会决议公告 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: 本次会议是否有否决议案:无 一、 会议召开和出席情况 (一)股东会召开的时间:2026 年 3 月 6 日 (二)股东会召开的地点:河南省洛阳市洛龙区政和路 15 号公司二楼会议室 (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: | 1、出席会议的股东和代理人人数 | 68 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数(股) | 126,556,588 | | 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(%) | 37.0136 | (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。 会议由公司董事会召集,由董事长张许科先生主持,本次会议以现场投票与 网络投票相结合的方式召开,北京德恒律师事务所律师出席了现场会议并见证。 本 ...
普莱柯(603566) - 北京德恒律师事务所关于普莱柯生物工程股份有限公司2026年第一次临时股东会的法律意见
2026-03-06 10:45
北京德恒律师事务所 关于普莱柯生物工程股份有限公司 2026年第一次临时股东会的 法律意见 北京德恒律师事务所 DeHeng Law Offices 北京市西城区金融街 19 号富凯大厦 B 座 12 层 电话:010-52682888 传真:010-52682999 邮编:100033 北京德恒律师事务所 关于普莱柯生物工程股份有限公司 2026 年第一次临时股东会的法律意见 北京德恒律师事务所 关于普莱柯生物工程股份有限公司 2026 年第一次临时股东会的 法律意见 德恒 01G20250867-02 号 致: 普莱柯生物工程股份有限公司 北京德恒律师事务所受普莱柯生物工程股份有限公司(以下简称"普莱柯" 或"公司")委托. 指派黄丰律师、赖元超律师 (以下简称"本所律师")出席普 莱柯 2026年第一次临时股东会 (以下简称"本次股东会"),对本次股东会的合 法性进行见证并出具法律意见。 本所及本所律师根据《中华人民共和国证券法》(以下简称"《证券法》")、 《律师事务所从事证券法律业务管理办法》和《律师事务所证券法律业务执业规 则(试行)》的规定及本法律意见出具目以前已经发生或者存在的事实,严格履 行 ...
普莱柯(603566) - 普莱柯第六届董事会第一次会议决议公告
2026-03-06 10:45
证券代码:603566 证券简称:普莱柯 公告编号:2026-010 普莱柯生物工程股份有限公司 关于第六届董事会第一次会议决议公告 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。 一、董事会会议召开情况 普莱柯生物工程股份有限公司(以下简称"公司")于 2026 年 3 月 6 日召 开 2026 年第一次临时股东会,选举产生了第六届董事会非独立董事和独立董事, 与职工代表大会选举产生的第六届董事会职工代表董事共同组成了公司第六届 董事会。为保障董事会和高级管理人员工作的延续性,经第六届董事会全体董事 一致同意,豁免董事会会议提前通知的时限要求并以口头方式向全体董事送达, 于当日召开第六届董事会第一次会议。 本次会议应到董事 9 人,实际出席董事 9 人,与会董事一致推荐由张许科先 生主持会议。会议召开符合《中华人民共和国公司法》和《公司章程》的有关规 定,会议合法有效。 二、董事会会议审议情况 经审议,本次董事会表决通过了以下事项: 1、审议通过了《关于选举公司董事长的议案》 3、审议通过了《关于聘任公司总经理的议案》 选 ...
节后消费疲软叠加供应充足,短期内猪价或震荡偏弱
ESS· 2026-03-03 10:33
Investment Rating - The industry investment rating is "Leading the Market - A" [6] Core Viewpoints - The report indicates that the pork price is expected to fluctuate weakly in the short term due to weak post-holiday consumption and sufficient supply [21][22] - The poultry market is experiencing fluctuations, with an increase in slaughter capacity post-holiday, while the white feather broiler market is in a downward trend [36] - The aquaculture sector shows stable prices for various fish species, but a decline in shrimp prices [43] Summary by Sections 1. Weekly Market Review - The agricultural sector increased by 4.01% during the latest trading week, outperforming the Shanghai and Shenzhen indices [14] - The fishery sector saw a slight decline, while other sub-sectors such as planting, feed, and livestock showed increases [17] 2. Industry Data Tracking 2.1. Swine Farming - The average price of live pigs is 10.93 CNY/kg, down 7.06% week-on-week and 5.73% over two weeks [20] - The average daily slaughter volume is 137,600 pigs, a decrease of 45.81% week-on-week [21] 2.2. Poultry Farming - The average price of white feather broilers is 7.47 CNY/kg, down 0.13% week-on-week [36] - The price of broiler chicks is 2.87 CNY/chick, up 2.40% week-on-week [36] 2.3. Planting Sector - The average price of corn is 2381.80 CNY/ton, up 0.46% week-on-week [39] - The average price of domestic wheat is 2532.59 CNY/ton, up 0.07% week-on-week [39] 2.4. Aquaculture Sector - The average price of carp is 20.00 CNY/kg, stable week-on-week, with a year-on-year increase of 11.11% [43] - The average price of shrimp is 300.00 CNY/kg, down 6.25% week-on-week [43]
普莱柯股价上涨0.99%至14.24元,主力资金净流入308万元
Jing Ji Guan Cha Wang· 2026-02-27 10:55
Core Viewpoint - The company, Pulaike, has disclosed significant progress in product development and will hold an extraordinary shareholders' meeting to review the election of the board of directors [1] Group 1: Product Development - Multiple avian adenovirus series vaccines have received new veterinary drug registration certificates and are being launched in the market [1] - Nearly 10 products, including a recombinant virus vector trivalent inactivated vaccine for avian influenza and a live vaccine for pseudorabies in pigs, have passed initial review or are in the re-examination stage [1] - Several products are currently in clinical trials or laboratory research stages [1] Group 2: Shareholder Meeting - The company will convene an extraordinary shareholders' meeting on March 6, 2026, to review the election of the sixth board of directors and independent directors [1] Group 3: Stock Performance - As of February 27, 2026, Pulaike's stock price closed at 14.24 yuan, with a daily increase of 0.99% and a cumulative increase of 2.45% over the past five days [1] - The trading volume on February 27 was 84.44 million yuan, with a turnover rate of 1.71% [1] - On February 27, there was a net inflow of approximately 3.08 million yuan in main funds, while on February 26, there was a net outflow of 3.09 million yuan, accounting for 6.98% of the daily trading volume [1] - The stock price fluctuated between a high of 14.37 yuan and a low of 13.79 yuan during this period [1] Group 4: Institutional Insights - The average target price set by institutions is 17.00 yuan, indicating approximately 20% upside potential from the current price [1] - Profit forecasts suggest that the company's net profit is expected to grow by 101.14% year-on-year in 2025, with revenue growth projected at 14.65% year-on-year [1] - Recent institutional ratings have been predominantly neutral, with low frequency of research coverage [1]
普莱柯(603566) - 普莱柯2026年第一次临时股东会会议资料
2026-02-26 08:30
普莱柯生物工程股份有限公司 2026 年第一次临时股东会会议资料 普莱柯生物工程股份有限公司 2026 年第一次临时股东会会议资料 二 O 二六年三月 1 普莱柯生物工程股份有限公司 2026 年第一次临时股东会会议资料 普莱柯生物工程股份有限公司 2026 年第一次临时股东会会议须知 为维护投资者的合法权益,确保普莱柯生物工程股份有限公司(以下简称"公 司")2026 年第一次临时股东会的正常秩序和议事效率,根据《中华人民共和国 公司法》《公司章程》《公司股东会议事规则》等有关规定,特制定本次股东会会 议须知: 一、会议组织 1、公司负责本次会议的程序安排和会务工作,出席会议人员应当听从工作 人员安排,共同维护好会议秩序。 2、为保证本次会议的正常秩序,除出席会议的股东及股东代表、董事、董 事会秘书、高级管理人员以及见证律师以外,公司有权拒绝其他人员进入会场。 对于影响本次会议秩序和损害其他股东合法权益的行为,公司将按规定加以制 止。 3、出席本次会议的股东及股东代表应当按照公司《关于召开 2026 年第一次 临时股东会的通知》要求,持相关证件办理签到手续。在大会主持人宣布现场出 席会议的股东及股东代表人数 ...
普莱柯:公司多款禽腺病毒系列联苗已获得新兽药注册证书并推向市场
Zheng Quan Ri Bao Wang· 2026-02-24 12:49
Core Viewpoint - The company, Prike (603566), has made significant progress in the development and registration of various veterinary vaccines, indicating a strong pipeline of products ready for market introduction and clinical trials [1] Group 1: Product Development and Registration - Multiple avian adenovirus series vaccines have received new veterinary drug registration certificates and are now on the market [1] - Nearly 10 products, including the H5+H7 recombinant virus vector trivalent inactivated vaccine and the five-gene deletion strain of the pseudorabies live vaccine, have passed initial review or are in the re-examination stage for new veterinary drug registration [1] - The company has submitted new veterinary drug registration applications for products such as the infectious bronchitis (suspension culture technology) series vaccine and the canine quadrivalent and trivalent live vaccines [1] Group 2: Clinical Trials and Research - The porcine epidemic diarrhea genetic engineering subunit vaccine and the avian influenza (suspension culture technology) series vaccine are currently in clinical trial stages [1] - Several other vaccines and chemical drugs for livestock and pets are still in laboratory research stages [1]