| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002891 | 中宠股份 | 54.36 | 3.74% | 9.67万 | | 5.26亿 | | 001366 | 播恩集团 | 13.03 | 0.77% | 2.41万 | | 3130.59万 | | 300673 | 佩蒂股份 | 17.42 | 0.40% | 5.21万 | | 9174.80万 | | 920419 | 路斯股份 | 17.88 | 0.34% | 1.01万 | | 1812.86万 | | 688156 | 路德环境 | 19.37 | 0.31% | 1.27万 | | 2470.53万 | | 002311 | 海大集团 | 57.62 | -0.03% | 6.12万 | | 3.51亿 | | 603151 | 邦基科技 | 25.82 | -0.12% | 1.12万 | | 2899.22万 | | 002385 | 大北农 | 4.12 | -0.24% | 49.58万 | | ...

展望后市，平安证券指出，农林牧渔行业在保障粮食安全、促进经济发展、维护生态平衡和提升社会福 祉等方面都扮演着不可或缺的角色。传统养殖行业正处于供给侧改革的关键时刻，"反内卷"政策有望推 动行业产能持续出清，利好规模化养殖企业；饲养行业国内市场集中度持续提升，出海步伐加速，率先 布局海外市场的头部企业在竞争中有望脱颖而出；宠物板块等新兴消费逐步崛起，粮食、用品、医疗等 国产替代化趋势明显，建议关注结构性机会。 本轮生猪去产能顺畅，产业链利润有望逐步向下游传导，驱动动保板块上行；（3）种植链，当前粮价 上行趋势已确立，种植、种业基本面向好，大种植投资机会凸显。 一键网罗农牧渔全产业链机遇，重点关注全市场首只农牧渔ETF（159275）。根据中证指数公司统计， 农牧渔ETF（159275）被动跟踪中证全指农牧渔指数，权重股包括牧原股份、温氏股份、海大集团、新 希望、梅花生物等细分行业龙头个股。标的指数持仓行业集中度高，前十大行业权重超过90%，聚焦于 农业养殖、饲料、种植行业等。场外投资者亦可通过农牧渔ETF联接基金（A类013471/C类013472）布 局农牧渔板块。 农牧渔板块今日（10月22日）又陷回调。全 ...

Market Overview - The feed sector increased by 1.83% on October 21, with Tianma Technology leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Individual Stock Performance - Tianma Technology (603668) closed at 14.95, up 4.04% with a trading volume of 212,600 shares and a turnover of 312 million yuan [1] - Haida Group (002311) closed at 59.02, up 2.80% with a trading volume of 115,100 shares and a turnover of 674 million yuan [1] - Boen Group (001366) closed at 12.78, up 2.49% with a trading volume of 21,800 shares and a turnover of 27.6 million yuan [1] - Other notable performers include Lusi Co. (920419) up 2.44%, Zhenghong Technology (000702) up 2.41%, and Lude Environment (688156) up 1.77% [1] Capital Flow Analysis - The feed sector experienced a net outflow of 151 million yuan from institutional investors, while retail investors saw a net inflow of 173 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Detailed Capital Flow for Selected Stocks - Dabeinong (002385) had a net outflow of 15.5 million yuan from institutional investors, with a retail net inflow of 9.57 million yuan [3] - Petty Holdings (300673) saw a net outflow of 3.39 million yuan from institutional investors, while retail investors contributed a net inflow of 8.48 million yuan [3] - Other stocks like Boen Group (001366) and Zhenghong Technology (000702) also reported net outflows from institutional investors but had varying retail inflows [3]

Core Viewpoint - The agricultural, animal husbandry, and fishery sector continues to show weakness, with the first agricultural ETF (159275) experiencing a decline of 1.5% by market close on October 20, 2023 [1][2] Market Performance - The agricultural ETF (159275) closed at 0.982, down 0.015 from the previous day, reflecting a 1.5% decrease [2] - Key stocks in the sector, including Haida Group, Juxing Agriculture, and Tianma Technology, saw significant declines, with Haida Group dropping over 6% and Juxing Agriculture falling over 4% [1][2] Industry Trends - The 14th World Pig Industry Expo opened on October 18, 2025, showcasing over 800 global enterprises and focusing on smart farming equipment and technology [1] - The Ministry of Agriculture and Rural Affairs, along with five other departments, issued guidelines to strengthen modern agricultural service centers, enhancing support for feed production and animal disease prevention [1] Regulatory Environment - From May to September 2023, multiple meetings were held regarding pig farming, with policies aimed at reducing production by 1 million heads by the end of the year [3] - The pig farming industry is entering a phase of capacity reduction, with a reported decrease of 50,000 breeding sows from July to August 2023 [3] Valuation Insights - The agricultural and fishery sector is currently at a relatively low valuation level, with the agricultural ETF's underlying index price-to-book ratio at 2.59, placing it in the 31.64 percentile over the past decade [3] - This suggests a favorable configuration opportunity for long-term investments in the sector [3] Future Outlook - The pig farming industry is expected to see a rise in price levels due to ongoing capacity reduction and regulatory policies [5] - The focus will be on improving quality and efficiency in the industry, with a gradual elimination of outdated production capacity [4]

福建天马科技集团股份有限公司 Fujian Tianma Science And Technology Group Co., LTD | 一、会议议程·········································································(1) | | --- | | 二、会议须知·········································································(2) | | 三、会议审议议案···································································(4) | | ············································································································(4) | | 2、《关于修订、制定公司部分治理制度的议案》········································ ...

Market Overview - The feed sector experienced a decline of 2.12% on October 20, with Hai Da Group leading the drop [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Individual Stock Performance - Hai Da Group's stock price fell by 6.02% to 57.41, with a trading volume of 201,400 shares and a total transaction value of 1.174 billion [2] - Tianma Technology and Guai Bao Pet Products also saw declines of 3.82% and 2.12%, respectively [2] - Other notable stocks in the feed sector included Baiyang Co., which rose by 1.86%, and Boen Group, which increased by 1.80% [1] Capital Flow Analysis - The feed sector saw a net outflow of 80.8455 million from institutional investors, while retail investors contributed a net inflow of 118 million [2] - The capital flow data indicates that major stocks like Dabeinong and Aonong Biological experienced varying levels of net inflow and outflow from different investor categories [3]

证券代码：603668 证券简称：天马科技 公告编号：2025-075 福建天马科技集团股份有限公司 关于 2024 年股票期权激励计划限制行权期间的提示性公告 二、本次限制行权期为 2025 年 10 月 26 日至 2025 年 10 月 30 日，在此期间 全部激励对象将限制行权。 三、公司将按照有关规定及时向中国证券登记结算有限责任公司上海分公司 申请办理限制行权相关事宜。 特此公告。 福建天马科技集团股份有限公司 董 事 会 二〇二五年十月十八日 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。 福建天马科技集团股份有限公司（以下简称"公司"）根据《上市公司股权 激励管理办法》《上海证券交易所上市公司自律监管指南第 2 号——业务办理》 《福建天马科技集团股份有限公司 2024 年股票期权激励计划》及中国证券登记 结算有限责任公司上海分公司关于股票期权自主行权的相关规定，并结合公司 2025 年第三季度报告披露计划，现对公司 2024 年股票期权激励计划处于自主行 权期间的股票期权自主行权时间进行限制，具体情况公告如下 ...

Group 1 - The company, Tianma Technology, announced the early release of 8,000,000 shares pledged to Tibet Trust Co., Ltd by its controlling shareholder and actual controller, Chen Qingtang [2][3]

Group 1 - The core point of the article is that Tianma Technology's major shareholder, Chen Qingtang, has released a portion of his pledged shares, while still holding a significant amount of pledged shares [1] - As of the announcement, Chen Qingtang holds approximately 96.35 million shares, accounting for 19.13% of the total shares of the company [1] - After the release of the pledge, the total number of pledged shares by Chen Qingtang is 46.67 million, which represents 48.44% of his holdings and 9.27% of the total shares [1] Group 2 - For the fiscal year 2024, Tianma Technology's revenue composition is as follows: feed accounts for 88.54%, aquaculture and food industry accounts for 25.9%, and other businesses account for 0.36% [1] - The inter-business transactions between feed and aquaculture and food have a net offset of -14.79% [1] - As of the report, Tianma Technology has a market capitalization of 7.7 billion yuan [1]

福建天马科技集团股份有限公司 关于控股股东、实际控制人部分股份提前解除质押的公告 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。 重要内容提示： 证券代码：603668 证券简称：天马科技 公告编号：2025-074 福建天马科技集团股份有限公司（以下简称"公司"）控股股东、实际 控制人、董事长、总裁陈庆堂先生持有公司股份 96,349,913 股，占公司总股本 的 19.13% 。本次股份解除质押后，陈庆堂先生累计质押的股份数量为 46,670,000 股，占其所持公司股份数量的 48.44%，占公司总股本的 9.27%。 截至本公告日，公司控股股东、实际控制人陈庆堂先生及其一致行动人 合计持有公司股份 163,368,164 股，占公司总股本的 32.44%。本次股份解除质 押后，公司控股股东、实际控制人及其一致行动人累计质押的股份数量为 67,298,272 股，占其合计持有公司股份数量的 41.19%，占公司总股本的 13.36%。 近日，公司收到控股股东、实际控制人陈庆堂先生的通知，获悉其将质押 给西藏信托有限公司的 ...