从资金流向上来看，当日饲料板块主力资金净流出1.1亿元，游资资金净流入2450.87万元，散户资金净流 入8597.09万元。饲料板块个股资金流向见下表： 证券之星消息，1月29日饲料板块较上一交易日上涨2.24%，金新农领涨。当日上证指数报收于4157.98， 上涨0.16%。深证成指报收于14300.08，下跌0.3%。饲料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) | | | --- | --- | --- | --- | --- | --- | --- | | 002548 | 金新农 | 6.93 | 6.29% | 84.64万 | | 5.73亿 | | 002311 | 海大集团 | 51.90 | 3.37% | 14.14万 | | 7.27亿 | | 002385 | 大北农 | 4.42 | 2.79% | 374.89万 | | 16.55 Z | | 603363 | 傲农生物 | 4.15 | 2.22% | 56.80万 | | 2.35亿 | | 000702 | 正虹科技 | 6.97 | 1.75% | 8.07万 ...

根据经营发展需要，公司与银行于近日签署相关对外担保合同，为子公司的 融资授信提供连带责任保证。具体情况如下： 证券代码：000702 证券简称：正虹科技 公告编号：2026-005 湖南正虹科技发展股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保情况概述 湖南正虹科技发展股份有限公司（以下简称"公司"）于2025年10月24日召 开第九届董事会第二十九次会议，于2025年11月13日召开2025年第五次临时股东 大会审议并通过了《关于子公司向银行申请授信并由公司提供担保的议案》。 为满足子公司经营业务拓展对资金的需求，公司拟为子公司向银行申请授信 融资提供总额合计不超过4000万元担保（最终以实际担保额度为准）,担保种类 包括一般保证、连带责任保证、抵押、质押、反担保等。担保范围为融资类担保 （包括贷款、银行承兑汇票、信用证、 保函等业务），公司与子公司间担保的 具体金额在上述额度范围内根据实际情况分配。担保期限为12个月，自公司股东 大会审议通过之日起生效。担保额度在有效期内可以循环使用。董事会提请股东 ...

Core Viewpoint - The company expects a significant reduction in net losses for the fiscal year 2025 compared to the previous year, indicating improvements in operational efficiency and sales performance [1] Financial Performance - The projected net profit attributable to shareholders for 2025 is estimated to be between -17.5 million and -12 million yuan, compared to -65.25 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses is expected to be between -25.5 million and -20 million yuan, down from -78.6468 million yuan year-on-year [1] - The basic earnings per share are projected to be between -0.0505 yuan and -0.0346 yuan, compared to -0.1882 yuan per share in the previous year [1] Operational Factors - The improvement in financial performance is attributed to adjustments in the operational plan, enhancements in trade business, and an increase in feed sales [1]

Financial Performance Expectations - The company expects a net profit in the range of -17.5 million to -12 million CNY for the fiscal year 2025, compared to -65.25 million CNY in the same period last year[5] - The net profit after deducting non-recurring gains and losses is projected to be between -25.5 million and -20 million CNY, down from -78.65 million CNY year-over-year[5] - Basic earnings per share are estimated to be between -0.0505 and -0.0346 CNY, compared to -0.1882 CNY in the previous year[5] - The company anticipates a significant reduction in losses compared to the previous year, primarily due to adjustments in business plans and improved performance in trade operations[7] - Increased sales of feed products are expected to contribute to profit growth for the company[7] Earnings Forecast and Audit - The earnings forecast has not been audited by an accounting firm and is based on preliminary estimates[6] - The company has communicated with its annual audit accounting firm regarding the earnings forecast, with no significant discrepancies reported[6] Investment Risks and Information Disclosure - Investors are advised to pay attention to investment risks as the financial data will be finalized in the 2025 annual report[8] - The company’s designated information disclosure media are the Securities Times and the Giant Tide Information Network[8] - The earnings forecast period is from January 1, 2025, to December 31, 2025[3]

Market Overview - The feed sector experienced a decline of 0.3% on January 28, with Baiyang Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Individual Stock Performance - Major gainers in the feed sector included: - Dabeinong (002385) with a closing price of 4.30, up 4.12% on a trading volume of 3.44 million shares and a transaction value of 146.9 million yuan [1] - Tianma Technology (603668) closed at 15.87, up 1.60% with a transaction value of 166 million yuan [1] - Tangrenshen (002567) closed at 4.45, up 1.14% with a transaction value of 19.5 million yuan [1] - Conversely, Baiyang Co., Ltd. (002696) led the decline with a closing price of 7.57, down 3.32% on a trading volume of 131,200 shares and a transaction value of 101 million yuan [2] - Other notable decliners included: - Aonong Biological (603363) down 2.64% [2] - Petty Holdings (300673) down 2.51% [2] Capital Flow Analysis - The feed sector saw a net inflow of 113 million yuan from institutional investors, while retail investors experienced a net outflow of 69.45 million yuan [2] - The capital flow for key stocks included: - Dabeinong had a net inflow of 16.416 million yuan from institutional investors, while retail investors saw a net outflow of 13.4 million yuan [3] - Tiankang Biological (002100) had a net inflow of 26.242 million yuan from institutional investors [3] - Baiyang Co., Ltd. experienced a net outflow of 30.7375 million yuan from retail investors [3]

Investment Rating - The report maintains a positive investment rating for the pig farming sector, recommending continued investment in this area due to low valuations and expected profitability [4]. Core Insights - The report highlights a rebound in pig prices to 13 CNY/kg, with self-breeding and self-raising operations achieving profitability for two consecutive weeks [4]. - The white feather breeding stock update for 2025 is projected at 1.5742 million sets, with a year-on-year increase of 4.9% [5]. - The pet food market in urban China is expected to reach 312.6 billion CNY in 2025, growing by 4.1% year-on-year [6]. Summary by Sections Pig Farming - Pig prices have rebounded to 13 CNY/kg, with a week-on-week increase of 0.7%. The average weight of pigs at slaughter has risen to 128.89 kg, with a decrease in the proportion of heavier pigs [4]. - The profitability of self-breeding and self-raising operations has reached 43.35 CNY per head, marking a significant recovery since December 2025 [4]. - The report forecasts a new wave of price declines post-Spring Festival, indicating potential capacity reduction in the pig farming industry [4]. Poultry Farming - The white feather breeding stock update for 2025 is 1.5742 million sets, with 55% from self-breeding and 45% from imports. The price of yellow feather chicken has increased by 2.6% week-on-week [5]. - The average price of chicken products is reported at 9,250 CNY/ton, with a slight year-on-year decrease of 0.5% [5]. Pet Industry - The urban pet market is projected to grow to 312.6 billion CNY in 2025, with dog and cat markets at 160.6 billion CNY and 152.0 billion CNY, respectively [6]. - The number of pet dogs and cats in urban areas is expected to reach 126.32 million, with a year-on-year growth of 1.8% [8]. - Pet food remains the primary consumption category, accounting for 53.7% of the market share, with a projected market size of approximately 167.9 billion CNY in 2025 [8].

Group 1 - The feed sector experienced a decline of 0.29% on January 23, with Zhongchong Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] - Key stocks in the feed sector showed varied performance, with Tianma Technology rising by 2.94% to a closing price of 16.13, while Zhongchong Co., Ltd. fell by 1.55% to 49.52 [2] Group 2 - The feed sector saw a net outflow of 70.64 million yuan from institutional investors, while retail investors had a net inflow of 90.51 million yuan [2] - The trading volume and turnover for major stocks in the feed sector varied, with major stocks like Tianma Technology and Haida Group showing significant trading activity [3] - The net inflow and outflow of funds for specific stocks indicated a mixed sentiment among investors, with some stocks like Haida Group experiencing a net inflow of 13.67 million yuan from institutional investors [3]

Core Insights - In December 2025, 16 major pig farming companies in China achieved a total sales volume of 17.72 million pigs, marking a year-on-year increase of 3.51% and a month-on-month increase of 7.15% [1][5][6] - The total revenue for these companies in December was 22.104 billion yuan, reflecting a year-on-year decline of 26.85% but a month-on-month increase of 4.87% [1][5][11] Sales Volume Analysis - The leading company, Muyuan Foods, sold 6.98 million pigs in December, while Wens Foodstuffs and New Hope reported sales of over 1.8 million pigs each [1][6] - Jin Xin Nong and Zhengbang Technology experienced significant sales growth, with increases exceeding 70% year-on-year, while four companies, including Muyuan Foods and Tangrenshen, saw declines of over 10% [1][6][10] Revenue Analysis - The revenue figures for December showed that Jin Xin Nong and Zhengbang Technology had revenue growth rates exceeding 20%, while four companies, including Zhenghong Technology and Tiankang Biological, reported revenue declines of over 30% [1][11] - Muyuan Foods generated 9.667 billion yuan in revenue for December, down 36.06% year-on-year, while Wens Foodstuffs and New Hope also reported declines of 11.38% and 10.75%, respectively [10][12] Price Trends - The average transaction price for pigs in the national market fluctuated around 15 yuan per kilogram in early 2025, dropping to a low of 11.05 yuan per kilogram in the latter half of the year [2]

证券代码：000702 证券简称：正虹科技 公告编号：2026-003 湖南正虹科技发展股份有限公司 截至公司2025年第六次临时股东会通知发出之日，湛忠灿先生尚 未取得深圳证券交易所认可的独立董事培训证明。根据深圳证券交易 所的相关规定，湛忠灿先生已书面承诺参加最近一期独立董事培训并 尽快取得独立董事培训证明。 2026年1月21日，公司董事会收到湛忠灿先生的通知，获悉其已 按照相关规定参加了深圳证券交易所举办的上市公司独立董事培训， 并取得了由深圳证券交易所创业企业培训中心颁发的《上市公司独立 董事培训证明》。 特此公告。 湖南正虹科技发展股份有限公司董事会 2026年1月21日 关于独立董事取得独立董事培训证明的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 湖南正虹科技发展股份有限公司（以下简称"公司"）于2025 年12月30日召开2025年第六次临时股东会，审议通过了《关于董事会 换届选举独立董事的议案》，湛忠灿先生当选为公司第十届董事会独 立董事，任期自公司2025年第六次临时股东会审议通过之日起三年。 ...

Market Overview - The feed sector experienced a decline of 0.69% on January 21, with Aonong Biological leading the drop [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Individual Stock Performance - Jin Xin Nong (002548) closed at 6.56, up 2.34% with a trading volume of 399,800 shares and a transaction value of 261 million [1] - Petty Holdings (300673) closed at 19.46, up 1.62% with a trading volume of 82,200 shares and a transaction value of 159 million [1] - Aonong Biological (603363) closed at 4.27, down 1.84% with a trading volume of 430,600 shares and a transaction value of 184 million [2] - Other notable declines include Tian Kang Biological (002100) down 1.26% and Hai Da Group (002311) down 1.17% [2] Capital Flow Analysis - The feed sector saw a net outflow of 95.94 million from institutional investors, while retail investors had a net inflow of 63.31 million [2] - The capital flow for individual stocks shows Jin Xin Nong with a net inflow of 21.61 million from institutional investors, while Aonong Biological had a net outflow of 1.32 million [3] - Petty Holdings experienced a net outflow of 1.99 million from institutional investors but a net inflow of 6.27 million from retail investors [3]