格隆汇1月8日丨普莱柯(603566.SH)公布，根据《兽药管理条例》和《兽药注册办法》规定，经农业农 村部审查，批准公司及全资子公司洛阳惠中兽药有限公司等单位联合申报的"氟雷拉纳咀嚼片"为新兽 药，并于2026年1月7日公示了核发《新兽药注册证书》（中华人民共和国农业农村部公告第986号）事 项。 适应症：用于治疗犬体表的蜱虫（血红扇头蜱）、跳蚤（猫栉首蚤、犬栉首蚤）感染，可作为控制跳蚤 过敏性皮炎方案的一部分来应用。 ...

Core Viewpoint - The animal health sector experienced a significant increase of 3.8% on January 5, with Haili Biological leading the gains, while the overall market indices also showed positive performance [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4023.42, up by 1.38% [1] - The Shenzhen Component Index closed at 13828.63, up by 2.24% [1] Group 2: Individual Stock Performance - Haili Biological (603718) closed at 6.58, with a rise of 7.87% and a trading volume of 461,200 shares, amounting to a transaction value of 302 million yuan [1] - Biological Shares (600201) closed at 16.06, increasing by 6.57% with a trading volume of 553,300 shares, totaling 88.5 million yuan [1] - ST Green Health (002868) closed at 35.40, up by 5.01% with a trading volume of 14,600 shares, amounting to 5.124 million yuan [1] - Shunlian Biological (688098) closed at 9.29, increasing by 4.62% with a trading volume of 65,000 shares, totaling 60.117 million yuan [1] - Ruipu Biological (300119) closed at 19.53, up by 4.05% with a trading volume of 78,500 shares, amounting to 151 million yuan [1] - KQ Biological (688526) closed at 15.68, increasing by 2.75% with a trading volume of 29,900 shares, totaling 46.631 million yuan [1] - Huisheng Biological (300871) closed at 21.25, up by 2.51% with a trading volume of 61,500 shares, amounting to 129 million yuan [1] - Qudongli (920275) closed at 8.91, increasing by 2.30% with a trading volume of 10,300 shares, totaling 911,930 yuan [1] - Placo (603566) closed at 12.71, up by 2.25% with a trading volume of 36,700 shares, amounting to 46.3405 million yuan [1] - Jinhai Biological (002688) closed at 6.03, increasing by 1.34% with a trading volume of 105,100 shares, totaling 63.2745 million yuan [1] Group 3: Capital Flow Analysis - The animal health sector saw a net inflow of 77.0149 million yuan from main funds, while retail funds experienced a net outflow of 33.0955 million yuan [1] - The main funds' net inflow for Haili Biological was -54.2922 million yuan, with a net outflow from retail funds of -35.0631 million yuan [2] - Ruipu Biological had a net inflow of 15.0755 million yuan from main funds, while retail funds saw a net inflow of 555.73 thousand yuan [2] - Biological Shares had a net inflow of 1.5843 million yuan from main funds, with a net outflow from retail funds of -1529.42 thousand yuan [2]

Core Viewpoint - The animal health sector experienced a slight decline of 0.05% on December 31, with Xianfeng Holdings leading the drop. The Shanghai Composite Index rose by 0.09%, while the Shenzhen Component Index fell by 0.58 [1] Group 1: Market Performance - The closing price of Xianfeng Holdings was 3.73, down by 2.61%, with a trading volume of 182,700 shares and a transaction amount of 68.47 million [2] - The animal health sector's main stocks showed mixed performance, with *ST Lvkang rising by 2.46% to 33.71, while several others, including Xianfeng Holdings and Ruipu Bio, saw declines [1][2] - The total trading volume in the animal health sector was significant, with major stocks like Ruipu Bio and Xianfeng Holdings contributing to the overall market activity [2] Group 2: Capital Flow - The animal health sector saw a net outflow of 45.26 million from institutional investors, while retail investors contributed a net inflow of 39.94 million [2] - The capital flow data indicates that retail investors were more active in the market, with a notable net inflow compared to the outflow from institutional investors [2] - Specific stocks like Huisheng Bio and *ST Lvkang had varying levels of net inflow and outflow from different investor categories, reflecting diverse investor sentiment [3]

Investment Rating - Industry Rating: Recommended [4] Core Insights - The pork industry continues to face losses, with a focus on pig farming opportunities. The average price of live pigs is 11.59 CNY/kg, down 0.46% week-on-week. The total breeding sow inventory is 39.9 million heads, down 1.1% month-on-month and 2.1% year-on-year. The industry is experiencing ongoing losses, with self-bred and purchased pig farming losses at 130.11 CNY/head and 162.80 CNY/head respectively. The recent anti-dumping ruling may alleviate domestic pork supply pressure, leading to accelerated capacity reduction [2][12]. Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs has initiated winter crop seed supervision checks to ensure seed safety for the upcoming spring and summer planting. The checks focus on key crops such as corn, rice, soybeans, cotton, and vegetables. The commercialization of genetically modified technology is expected to accelerate, enhancing self-sufficiency rates of key varieties. Recommended stocks include Beidahuang and Suqian Agricultural Development [1][11]. Pig Farming - The average price of live pigs is reported at 11.59 CNY/kg, with a slight decrease of 0.46% from the previous week. The average price for pig futures is 11,469 CNY/ton, reflecting a 1.07% increase. The average weight of pigs post-slaughter is 89.57 kg, with a month-on-month increase of 3.21% in slaughter volume [12][62][65]. Recommended Stocks - For pig farming, recommended stocks include: 1. Livestock sector: Lihua Stock, Muyuan Food, Shuanghui Development, Dekang Agriculture, Jingji Zhino, and Wens Foodstuff 2. Feed sector: Haida Group 3. Animal health sector: Jinhai Biological, Biological Shares, Placo, and Zhongmu Shares [2][12].

Investment Rating - The report maintains an investment rating of "Outperform" for the agriculture, forestry, animal husbandry, and fishery industry [1]. Core Insights - The livestock prices have stabilized after a decline, and the export volume of pet food has shown year-on-year growth [1]. - The industry is currently trading at a price-to-earnings (P/E) ratio and price-to-book (P/B) ratio below historical averages, indicating potential for valuation recovery [7]. Summary by Sections Market Review - In November 2025, the agriculture, forestry, animal husbandry, and fishery index increased by 1.15%, outperforming the CSI 300 index, which fell by 2.46%, resulting in a relative outperformance of 3.61 percentage points [7][10]. - The sub-industry performance showed that the forestry processing sector had the highest gains, while the pet food sector experienced declines [10]. Livestock Industry Data Tracking - **Swine Farming**: In November 2025, the average price of external three-yuan pigs was 11.59 yuan/kg, a month-on-month increase of 0.61%, but a year-on-year decrease of 30.13% [19]. - **Broiler Chickens**: The average price of white feather broiler chickens was 3.48 yuan/jin, with a month-on-month increase of 2.65% and a year-on-year decrease of 7.69% [26]. Pet Food - In November 2025, China's pet food export volume reached 33,400 tons, a year-on-year increase of 11.23%, while the export value was 11.8 million USD, a year-on-year decrease of 3.59% [34]. Investment Recommendations - The report suggests focusing on companies such as Muyuan Foods (牧原股份), Pulaike (普莱柯), and Guobao Pet (乖宝宠物), all rated as "Buy" [1].

Core Insights - The animal health sector experienced a slight increase of 0.42% on December 19, with Huisheng Biological leading the gains [1] - The Shanghai Composite Index closed at 3890.45, up 0.36%, while the Shenzhen Component Index closed at 13140.22, up 0.66% [1] Stock Performance - Huisheng Biological (300871) closed at 20.75, with a rise of 2.47% and a trading volume of 45,200 shares, amounting to a transaction value of 92.96 million yuan [1] - Other notable performers included: - Qudongli (920275) at 9.27, up 2.43% [1] - Shenlian Biological (688098) at 9.01, up 2.15% [1] - Xianfeng Holdings (002141) at 3.74, up 1.91% [1] - Ruipu Biological (300119) at 19.60, up 1.87% [1] Capital Flow - The animal health sector saw a net outflow of 129 million yuan from institutional investors, while retail investors contributed a net inflow of 157 million yuan [2][3] - The detailed capital flow for selected stocks showed: - Xianfeng Holdings (002141) had a net inflow of 6.89 million yuan from institutional investors [3] - Ruipu Biological (300119) experienced a net outflow of 15.98 million yuan from institutional investors but a net inflow of 11.27 million yuan from retail investors [3] - Qudongli (920275) had a net inflow of 2.22 million yuan from retail investors [3]

本次股权转让交割手续完成后，公司仍持有中普生物48.99%的股权，中普生物将不再为公司控股子公 司，其财务数据不再纳入公司合并报表范围。 中牧实业股份有限公司关于放弃控股子公司 股权优先购买权的进展公告 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、本次交易情况概述 中牧实业股份有限公司（以下简称"中牧股份"或"公司"）于2025年11月13日、2025年12月1日分别召开 公司第九届董事会2025年第十三次临时会议、2025年第三次临时股东会，审议通过《关于放弃控股子公 司股权优先购买权的议案》，同意公司放弃认购中信农业科技股份有限公司持有的中普生物制药有限公 司（以下简称"中普生物"）4.04%的股权，由普莱柯生物工程股份有限公司（以下简称"普莱柯"）或其 他第三方摘牌受让股权。具体内容详见公司于2025年11月15日披露的《中牧实业股份有限公司关于放弃 控股子公司股权优先购买权的公告》（公告编号：临2025-036）和2025年12月2日披露的《中牧实业股 份有限公司2025年第三次临时股东会决议公告》（公告编号： ...

Core Viewpoint - The company emphasizes its strategic focus on the pet sector, aiming for rapid business development through innovation and investment partnerships [1] Group 1: Strategic Focus - The company is committed to expanding its own brand product market by enhancing product innovation, optimizing channels, and improving service quality [1] - The company is exploring investment collaborations to diversify its pet product offerings, supporting the rapid growth of its pet business segment [1] Group 2: Vaccine Development - The company has no plans to diversify into human vaccines, despite the similarities in immune mechanisms between animal and human vaccines, due to significant differences in regulatory approval, application scenarios, and usage requirements [1]

证券代码：603566 证券简称：普莱柯 公告编号：2025-050 普莱柯生物工程股份有限公司 关于认购中信农业所持中普生物股权的进展公告 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、本次交易概况 普莱柯生物工程股份有限公司（以下简称"公司"）于 2025 年 12 月 2 日召 开第五届董事会第二十一次会议，审议通过拟认购中信农业科技股份有限公司 （以下简称"中信农业"）所持中普生物制药有限公司（以下简称"中普生物"） 股权的事项；具体详见公司于 2025 年 12 月 3 日在上海证券交易所网站 （www.sse.com.cn）披露的《关于拟认购中信农业所持中普生物股权暨购买资产 的公告》（公告编号：2025-049）。 二、本次交易进展及对公司的影响 近日，公司在完成参与竞拍、确定成为产权交易受让方等相关法定程序后， 于 2025 年 12 月 10 日与中信农业签署《产权交易合同》，并于 2025 年 12 月 15 日取得上海联合产权交易所有限公司出具的《产权交易凭证（A1 类-挂牌类）》， 具体内容如下： ...

普莱柯公告，公司于2025年12月10日与中信农业签署《产权交易合同》，并于2025年12月15日取得上海 联合产权交易所有限公司出具的《产权交易凭证（A1类-挂牌类）》，以1751.43万元受让中普生物制药 有限公司4.04%股权。交易完成后，普莱柯将持有中普生物51.01%股权，中普生物将成为普莱柯控股子 公司。交易资金来源为公司自有资金，不影响现有主营业务正常开展，不会对公司财务状况及经营成果 产生重大影响。 ...