行 业 跟 踪 报 仔猪价格的秘密 [Table_Industry] 农业 [Table_Invest] 评级： 增持 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 林逸丹(分析师) | 021-38038436 | linyidan@gtht.com | S0880524090001 | | 王艳君(分析师) | 021-38674633 | wangyanjun2@gtht.com | S0880520100002 | | 巩健(分析师) | 021-23185702 | gongjian@gtht.com | S0880525040051 | 本报告导读： 仔猪价格存在清晰的历史规律。预计仔猪价格将继续上涨，并在 5/6 月份回落。26 年将迎来一轮大的去产能周期。并将主要在下半年，但股价预计将在上半年启动。 投资要点： [Table_Report] 相关报告 农业《玉米价格持续上涨，关注种植景气修复》 2026.01.25 农业《维持低配，β弱α强》2026.01.24 农业《猪价继续上涨，关注寒潮和腊月对价格影 ...

从资金流向上来看，当日动物保健板块主力资金净流入5981.69万元，游资资金净流入2201.21万元，散户 资金净流出8182.9万元。动物保健板块个股资金流向见下表： 证券之星消息，1月30日动物保健板块较上一交易日下跌0.23%，金河生物领跌。当日上证指数报收于 4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。动物保健板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300871 | 回盛生物 | 29.46 | 3.51% | 30.31万 | 9.01亿 | | 002868 | *ST绿康 | 35.79 | 1.97% | 1.12万 | 3943.24万 | | 920970 | 大禹生物 | 8.54 | 1.79% | 5.41万 | 4640.00万 | | 688098 | 申联生物 | 9.53 | 1.49% | 5.11万 | 4838.44万 | | 600195 | 中牧股份 | 8.17 | 0.74% | 2 ...

从资金流向上来看，当日动物保健板块主力资金净流入1802.32万元，游资资金净流出2735.26万元，散户 资金净流入932.94万元。动物保健板块个股资金流向见下表： 证券之星消息，1月28日动物保健板块较上一交易日下跌0.2%，永顺生物领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。动物保健板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600201 | 生物股份 | 18.78 | 1.51% | 71.49万 | | 13.16亿 | | 002688 | 金河生物 | 6.80 | 1.49% | 37.94万 | | 2.55 Z | | 920970 | 大禹生物 | 8.35 | 1.46% | 4.01万 | | 3369.19万 | | 002868 | *ST绿康 | 35.41 | 0.03% | 2.68万 | | 9485.97万 | | 600195 | 中牧股份 | 8. ...

证券之星消息，1月27日动物保健板块较上一交易日下跌2.78%，回盛生物领跌。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。动物保健板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002868 | *ST绿康 | 2988.76万 | 24.73% | -4066.41万 | -33.65% | 1077.65万 | 8.92% | | 600195 中牧股份 | | 2127.67万 | 5.68% | 4526.16万 | 12.07% | -6653.83万 | -17.75% | | 002688 金河生物 | | 1929.37万 | 5.73% | -1475.90万 | -4.39% | -453.46万 | -1.35% | | 300119 瑞普生物 | | 1604.24万 | 5.07% | 1360.73万 | 4.3 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920729 | 永顺生物 | 11.79 | 27.18% | 29.26万 | | 3.28亿 | | 300871 | 回盛生物 | 32.62 | 20.01% | 38.37万 | | 11.83亿 | | 603718 | 海利生物 | 7.02 | 7.18% | 62.11万 | | 4.34亿 | | 688526 | 科前生物 | 17.79 | 6.78% | 13.60万 | | 2.36亿 | | 002688 | 金河生物 | 6.77 | 5.95% | 69.40万 | | 4.62亿 | | 600195 | 中牧股份 | 8.96 | 5.54% | 46.58万 | | 4.10亿 | | 300119 | 瑞普生物 | 21.44 | 5.20% | 20.01万 | | 4.22亿 | | 600201 | 生物股份 | 18.13 | 4.50% | 56.49万 | | 10.15 乙 ...

动物疫苗概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600201 | 生物股 份 | 4.50 | 5.08 | 10015.22 | 9.87 | | 002385 | 大北农 | 2.70 | 6.49 | 4265.78 | 4.50 | | 002688 | 金河生 物 | 5.95 | 9.28 | 4125.08 | 8.93 | | 002100 | 天康生 物 | 1.99 | 2.95 | 3648.45 | 12.76 | | 688526 | 科前生 物 | 6.78 | 2.92 | 3381.64 | 14.32 | | 600267 | 海正药 业 | 3.40 | 2.76 | 2083.60 | 5.83 | | 300119 | 瑞普生 | 5.20 | 5.97 | 1831.19 | 4.34 | 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600201 | 生物股份 | 17.35 | -1.42% | 31.57万 | 5.51亿 | | 603566 | 普莱柯 | 13.78 | -0.72% | 5.94万 | 8171.47万 | | 600195 | 中牧股份 | 8.49 | -0.59% | 14.59万 | 1.23亿 | | 002868 | *ST绿康 | 37.28 | -0.43% | 8137.0 | 3038.12万 | | 300119 | 瑞普生物 | 20.38 | -0.39% | 4.53万 | 9258.76万 | | 002141 | 贤丰控股 | 4.19 | 0.00% | 154.61万 | 6.70亿 | | 688098 | 申联生物 | 9.97 | 0.10% | 5.22万 | 5205.80万 | | 002688 | 金河生物 | 6.39 | 0.16% | 13.54万 | 8616.98万 | | 688526 | ...

Core Viewpoint - The animal health sector experienced a slight increase of 0.54% on January 22, with Xianfeng Holdings leading the gains. The Shanghai Composite Index rose by 0.14% to close at 4122.58, while the Shenzhen Component Index increased by 0.5% to 14327.05 [1]. Group 1: Stock Performance - Xianfeng Holdings (002141) closed at 4.19, up 9.97% with a trading volume of 720,300 shares and a transaction value of 297 million yuan [1]. - Other notable performers include Biological Shares (600201) at 17.60, up 1.79%, and Zhongmu Shares (600195) at 8.54, also up 1.79% [1]. - The overall trading volume and transaction values for various stocks in the animal health sector indicate active market participation [1]. Group 2: Capital Flow - The animal health sector saw a net inflow of 73.79 million yuan from institutional investors, while retail investors experienced a net outflow of 27.83 million yuan [2]. - The main capital inflow was primarily directed towards Xianfeng Holdings, which attracted 121 million yuan from institutional investors, representing 40.71% of its trading volume [3]. - Other stocks like Jinhe Biological (002688) and *ST Green Health (002868) also saw varying degrees of net inflow and outflow from different investor categories [3].

Core Viewpoint - The animal health sector experienced a decline of 0.65% on January 21, with Huisheng Biological leading the drop. The Shanghai Composite Index rose by 0.08%, while the Shenzhen Component Index increased by 0.7 [1] Group 1: Stock Performance - The closing prices and performance of key stocks in the animal health sector showed varied results, with Shunlian Biological up by 4.20% and Huisheng Biological down by 6.19% [1][2] - The trading volume for Huisheng Biological was 419,900 shares, with a transaction value of 1.192 billion yuan, indicating significant market activity despite the decline [2] Group 2: Capital Flow - The animal health sector saw a net inflow of 9.6935 million yuan from institutional investors, while retail investors experienced a net outflow of 73.8174 million yuan, suggesting a shift in investor sentiment [2][3] - Among individual stocks, Xianfeng Holdings had a net inflow of 15.1182 million yuan from institutional investors, while Huisheng Biological saw a net outflow of 42.2249 million yuan from retail investors [3]

Market Overview - The animal health sector increased by 3.21% on January 19, with Huisheng Biological leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Stock Performance - Huisheng Biological (300871) closed at 28.16, up 8.18% with a trading volume of 331,800 shares [1] - Zhongmu Co., Ltd. (600195) closed at 8.49, up 7.88% with a trading volume of 435,600 shares [1] - Other notable performers include: - Biological Co. (600201) at 18.28, up 3.80% [1] - Jinhai Biological (002688) at 6.45, up 3.53% [1] - Shunlian Biological (688098) at 9.91, up 3.23% [1] Capital Flow - The animal health sector saw a net inflow of 175 million yuan from institutional investors, while retail investors experienced a net outflow of 171 million yuan [2] - The main capital flow details include: - Huisheng Biological had a net outflow of 59.49 million yuan from institutional investors [3] - Biological Co. had a net inflow of 58.13 million yuan from institutional investors [3] - Jinhai Biological experienced a net inflow of 35.35 million yuan from institutional investors [3]