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 ...

（文章来源：证券日报） 证券日报网讯 1月26日，国投丰乐在互动平台回答投资者提问时表示，公司构建了科学完善的育种科研 体系，加大种质资源引进、创制、改良，加快生物育种新技术选择应用，推动"常规技术+生物技术+信 息技术"融合创新；强化品种梯队建设，统筹转基因性状导入和品种审定，加速多抗新品种的研发，提 高品种审定数量和质量；深化对外交流合作，持续发挥联合育种创新院作用，强化科研创新能力。 ...

（文章来源：证券日报） 证券日报网讯 1月21日，国投丰乐在互动平台回答投资者提问时表示，截至2026年1月20日，公司股东 人数60010户。 ...

Core Insights - The peanut seed industry is crucial for oil security and economic development, with the government implementing various policies to support its growth towards quality, intensification, and scale [5][6][8] - China's peanut processing industry is projected to reach a value of 214 billion yuan in 2024, with stable planting areas and increasing consumption [6][7] - The domestic peanut seed market is dominated by local varieties, with imports primarily for research purposes, and a recovery in trade expected in 2025 [9][10] Industry Overview - Peanut seeds are essential oil and economic crops, requiring strict quality standards, including a germination rate of ≥92% and purity of ≥98% [2][3] - The industry is characterized by a high domestic seed ratio of 98.7%, with a focus on high-oil and disease-resistant varieties [9][10] Policy Background - The government has positioned the seed industry as a key component of agricultural development, launching initiatives to enhance breeding innovation and regulatory frameworks [5][6] Current Development Status - China leads globally in peanut production, processing, and trade, with a total production of 19.23 million tons in 2024, accounting for 38.8% of the world's total [7][8] - The planting area remains stable at over 4.7 million hectares, with significant contributions from key provinces [7][8] Consumption Trends - The peanut consumption market is growing steadily, with a compound annual growth rate of 1.48%, driven by diverse applications including oil extraction and direct consumption [8] Import and Export Analysis - The peanut seed trade is characterized by significant fluctuations, with imports and exports expected to rebound in 2025 after a decline in 2024 [9][10] - The average import price has shown considerable volatility, influenced by factors such as scarcity and logistics costs [10] Future Development Trends - The industry is expected to focus on specialized and resilient varieties, with advancements in breeding technology to shorten development cycles [11][12] - A shift towards an integrated and collaborative industry structure is anticipated, enhancing market concentration and service offerings [13] - Continuous policy support and market demand will drive standardization and internationalization efforts, promoting domestic seeds in emerging markets [14]

证券日报网讯 1月20日，国投丰乐在互动平台回答投资者提问时表示，公司定增工作已完成，请查阅公 司相关公告。 （文章来源：证券日报） ...

证券代码：000713 证券简称：国投丰乐 公告编号：2026-003 国投丰乐种业股份有限公司 关于持股 5%以上股东持股比例被动稀释的提示公告 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。 重要内容提示： 1.本次权益变动系国投丰乐种业股份有限公司（以下简称"公 司"）完成向特定对象发行A股股票导致公司股本结构发生变化，相 关股东的持股比例被动稀释，未触及要约收购。 2.本次权益变动不会导致公司控股股东及实际控制人发生变 化。 3.本次权益变动后，持有公司5%以上股份的股东合肥市建设投资 控股（集团）有限公司（以下简称"合肥建投"）持股比例从 9.24% 被动稀释至7.11%。 | 1．基本情况 | | | | --- | --- | --- | | 信息披露义务人 | 合肥市建设投资控股（集团）有限公司 | | | 住所 | 合肥市滨湖新区武汉路 229 号 | | | 权益变动时间 | 2026 年 1 月 21 日 | | | 股票简称 国投丰乐 | 股票代码 | 000713 | | 变动类型 （可多选） 增加□ | 一致行动人 减少☑ | 有□ ...

国投丰乐种业股份有限公司 向特定对象发行股票 上市公告书 保荐人（主承销商） 二〇二六年一月 1 国投丰乐种业股份有限公司上市公告书 发行人及全体董事、高级管理人员声明 本公司及全体董事、高级管理人员承诺本上市公告书不存在虚假记载、误 导性陈述或重大遗漏，并对其真实性、准确性、完整性承担相应的法律责任。 全体董事签名： | 戴登安 | 刘静 | 包跃基 | | --- | --- | --- | | 绳纬 | 李承波 | 张立阳 | | ______________ | ______________ | ______________ | | 郑晓明 | 刘松 | 王宏峰 | 国投丰乐种业股份有限公司 2026年1 月 19 日 1 国投丰乐种业股份有限公司上市公告书 发行人及全体董事、高级管理人员声明 本公司及全体董事、高级管理人员承诺本上市公告书不存在虚假记载、误 导性陈述或重大遗漏，并对其真实性、准确性、完整性承担相应的法律责任。 全体高级管理人员签名： 包跃基 李宗乐 费皖平 袁涛 顾晓新 国投丰乐种业股份有限公司 2026年1 月 19日 2 特别提示 一、发行股票数量及价格 1 、发行股票数量：18 ...

证券代码：000713 证券简称：国投丰乐 公告编号：2026-002 国投丰乐种业股份有限公司 关于向特定对象发行股票结果暨股本变动公告 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。 重要内容提示： 1.发行数量和价格 （1）发行数量：184,204,494 股人民币普通股（A 股） （2）发行价格：5.91 元/股 2.预计上市时间 （1）股票上市数量：184,204,494 股人民币普通股（A 股） （2）股票上市时间：2026 年 1 月 21 日（上市首日），新增股份上市首日公 司股价不除权，股票交易设涨跌幅限制 3.新增股份的限售安排 本次发行完成后，发行对象认购的股份自发行结束之日起 36 个月内不得转 让，自 2026 年 1 月 21 日（上市首日）起开始计算。本次发行对象所取得公司 发行的股份因公司分配股票股利、资本公积金转增等形式所衍生取得的股份亦 应遵守上述股份锁定安排。中国证监会另有规定或要求的，从其规定或要求。 一、本次发行概要 （一）本次发行履行的相关程序 1.内部决策程序 2024 年 11 月 13 日，国投丰乐种业股份有限 ...

之 上市保荐书 保荐人 中信建投证券股份有限公司 关于 国投丰乐种业股份有限公司 向特定对象发行 A 股股票 保荐人及保荐代表人声明 中信建投证券股份有限公司及本项目保荐代表人刘海彬、韩勇已根据《中华人民 共和国公司法》《中华人民共和国证券法》等法律法规和中国证监会及深圳证券交易所 的有关规定，诚实守信，勤勉尽责，严格按照依法制定的业务规则和行业自律规范出 具上市保荐书，并保证所出具文件真实、准确、完整。 3-3-1 二〇二六年一月 国投丰乐种业股份有限公司向特定对象发行 A 股股票申请文件 上市保荐书 | 释 义 | 3 | | --- | --- | | 一、发行人基本情况 | 4 | | 二、本次发行情况 | 14 | | 三、保荐代表人、项目协办人及其他项目组成员情况 17 | | | 四、关于保荐人是否存在可能影响公正履行保荐职责情形的说明 20 | | | 五、保荐人承诺事项 | 21 | | 六、本次发行的决策程序 | 22 | | 七、保荐人关于发行人是否符合国家产业政策和板块定位的核查情况 23 | | | 八、对发行人持续督导期间的工作安排事项 25 | | | 九、保荐人认为应当说明的其 ...

Investment Rating - The report provides an "Increase" rating for the industry, indicating a positive outlook compared to the Shanghai and Shenzhen 300 Index [46]. Core Insights - The report highlights the strengthening of pig prices, with a current price of 12.69 CNY/Kg, reflecting a week-on-week increase of 0.20 CNY/Kg. Factors contributing to this trend include a decrease in sales plans for January and the anticipated impact of a nationwide cold wave starting January 19, which may further boost prices [5][10]. - In the planting sector, corn and soybean prices have shown stability, with corn prices at 2364 CNY/ton (up 0.5% week-on-week) and soybean prices at 4072 CNY/ton (up 0.6% week-on-week). The report expresses optimism for the recovery of planting sector profitability [3][10]. - The pet industry is experiencing increased attention due to major exhibitions, with significant events scheduled in March 2026, which are expected to catalyze new product launches from leading domestic brands [4]. Summary by Sections Livestock - The report notes that pig prices are on the rise, with a current price of 12.69 CNY/Kg, up 1.60% week-on-week and 10.06% month-on-month, although down 19.33% year-on-year. The report suggests that the cold wave and increased demand during the lunar month will be key factors influencing future price movements [5][10]. - Recommended stocks in the livestock sector include Muyuan Foods, Wens Foodstuffs, and others, with a focus on companies that are expected to benefit from the recovery in pig prices [5][40]. Planting - The report indicates that corn and soybean prices are stable, with corn at 2364 CNY/ton and soybeans at 4072 CNY/ton. The planting sector is expected to see a recovery in profitability, particularly benefiting seed companies that focus on high-quality products [3][10]. Pet Industry - Major pet exhibitions are set to take place in March 2026, which are expected to enhance market interest and lead to new product launches from top brands. The report emphasizes the potential for growth in the pet sector due to these events [4][10]. Key Company Coverage - The report includes earnings forecasts and valuations for key companies in the industry, with all covered companies receiving an "Increase" rating. Notable companies include Muyuan Foods, Wens Foodstuffs, and various firms in the pet and agricultural sectors [40].