南财智讯12月15日电，国投丰乐公告，公司于近日收到中国证券监督管理委员会出具的《关于同意国投 丰乐种业股份有限公司向特定对象发行股票注册的批复》（证监许可[2025]2768号），批复主要内容如 下：一、同意你公司向特定对象发行股票的注册申请。二、你公司本次发行应严格按照报送深圳证券交 易所的申报文件和发行方案实施。三、本批复自同意注册之日起12个月内有效。四、自同意注册之日起 至本次发行结束前，你公司如发生重大事项，应及时报告深圳证券交易所并按有关规定处理。公司董事 会将根据上述批复和相关法律法规的要求以及公司股东会的授权，在规定期限内办理本次向特定对象发 行股票相关事宜，并及时履行信息披露义务。敬请广大投资者注意投资风险。 ...

格隆汇12月15日丨国投丰乐(000713.SZ)在互动平台表示，公司目前尚不具备大豆种子研发能力。感谢 您的关注，公司目前尚不具备大豆种子研发能力。 ...

人民财讯12月15日电，国投丰乐（000713）12月15日在互动平台表示，公司目前尚不具备大豆种子研发 能力。 ...

（文章来源：证券日报） 证券日报网讯 12月11日，国投丰乐在互动平台回答投资者提问时表示，公司的科研成果及主要品种在 年度报告里均有详细披露。 ...

证券日报网讯12月11日，国投丰乐（000713）在互动平台回答投资者提问时表示，公司全资子公司张掖 丰乐属于公司的内部供应商，主要为公司内部种子经营单位提供制种服务。国投金种是国投种业的控股 子公司，主要从事市场化代繁业务，向全国各地种子公司提供代繁服务并收取费用。截至目前没有注入 公司规划。 ...

证券日报网讯 12月11日，国投丰乐在互动平台回答投资者提问时表示，截至2025年12月10日，公司股 东人数61954户。 （文章来源：证券日报） ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300087 | 卒银高科 | - 4676.84万 | 12.21% | -1413.32万 | -3.69% | -3263.52万 | -8.52% | | 600598 | 北大荒 | 1432.15万 | 8.47% | -1168.71万 | -6.91% | -263.44万 | -1.56% | | 002215 | 诺普信 | 1007.40万 | 11.18% | 173.72万 | 1.93% | -1181.12万 | -13.10% | | 600108 亚盛集团 | | 775.31万 | 6.48% | 70.54万 | 0.59% | -845.84万 | -7.06% | | 000713 国投丰乐 | | 630.45万 | 11.73% | -173.87万 | -3.23% | -456.58万 | -8.49% | | 6005 ...

证券研究报告 | 2025年12月07日 2025年12月08日 农林牧渔 2025 年 12 月投资策略 优于大市 牧业大周期反转预计在即，核心推荐港股奶牛养殖标的 月度重点推荐组合：优然牧业（牧业大周期受益龙头），现代牧业（国内牧 业龙头企业）、牧原股份（生猪养殖龙头）。 各细分板块推荐逻辑：1）肉牛及原奶：牧业大周期反转预计在即，看好国 内肉奶景气共振上行，牧业公司业绩有望迎来高弹性修复。2）生猪：头部 企业现金流快速好转，并有望转型为红利标的，在全行业产能收缩的背景下， 龙头的成本优势有望明显提高，强者恒强。3）宠物：宠物作为新消费优质 赛道，长期景气受益人口趋势，且国内自主品牌正快速崛起，头部宠食标的 中期业绩增长确定性仍较强。4）饲料：畜禽养殖工业化加深，产业分工明 确，饲料龙头凭借技术和服务优势，有望进一步拉大竞争优势。5）禽：供 给波动幅度有限，行情有望随需求复苏，龙头企业凭借单位超额收益优势有 望实现更高现金流分红回报。 农产品价格跟踪：1）生猪：11 月末生猪 11.25 元/公斤，月环比-10%，7kg 仔猪价格约 216 元/头，月环比+18%。2）禽：11 月末白鸡毛鸡价格 7.10 ...

Core Insights - The report anticipates a significant reversal in the livestock cycle, particularly recommending Hong Kong-listed dairy farming stocks [1][12] - The monthly recommended portfolio includes YouRan Agriculture, Modern Farming, and Muyuan Foods, which are expected to benefit from the livestock cycle recovery [1][3] - The report highlights the expected upward trend in domestic beef and milk prices, suggesting a strong recovery in the performance of livestock companies [1][14] Livestock Sector - The livestock sector is projected to experience a major turnaround, with a focus on dairy farming stocks such as YouRan Agriculture and Modern Farming [1][14] - The report indicates that the domestic beef and milk markets are likely to see a price rebound, driven by a reduction in production capacity and improved demand dynamics [1][14] - The anticipated "meat-milk resonance" is expected to enhance profitability for dairy farming companies, with significant earnings recovery potential [1][14] Swine Sector - The swine sector is expected to see a gradual recovery in prices, with leading companies like Huazhong and Muyuan Foods positioned to benefit from valuation corrections [1][14] - The report notes that the cash flow of leading swine companies is improving, which may lead to higher dividend payouts in the future [1][15] - The current market conditions suggest that the swine industry is stabilizing, with a focus on maintaining reasonable breeding levels [22] Poultry Sector - The poultry sector is experiencing a slight increase in supply, with expectations for demand recovery to support price stabilization [24] - The report highlights that the white-feathered chicken market is showing signs of recovery, with prices expected to improve as the consumption season approaches [24] - Leading poultry companies are anticipated to maintain strong profitability amid changing supply dynamics [24] Pet Industry - The pet industry is identified as a promising growth area, with domestic brands gaining traction and expected to benefit from rising consumer sentiment [1][16] - The report emphasizes the potential for local pet food brands to capture market share, particularly in the high-end segment [1][16] - The performance of leading pet food companies is projected to remain strong, driven by product upgrades and direct sales strategies [20] Feed Sector - The feed sector is expected to benefit from deeper industrialization in livestock farming, with leading companies leveraging technological and service advantages [1][14] - The report indicates that feed prices are at historical lows, providing a strong cost support for livestock producers [1][14] - The anticipated tightening of supply-demand balance in the feed market is expected to lead to gradual price recovery [1][14] Agricultural Products - The report tracks agricultural product prices, noting that the price of live pigs was 11.25 yuan/kg at the end of November, down 10% month-on-month, while the price of 7kg piglets increased by 18% [2][22] - The report also highlights that corn prices have increased by 4% month-on-month, indicating a potential bottoming out in the market [2][22] - The overall agricultural sector is showing resilience, with the SW Agricultural Index outperforming the broader market [2][22]

（文章来源：证券日报） 证券日报网讯 12月5日晚间，国投丰乐发布公告称，近日，公司接到山西丰乐、金岭种业通知，山西丰 乐取得了由黎城县行政审批服务管理局核发的《变更登记核准通知书》、金岭种业取得了由赤峰市元宝 山区市场监督管理局核发的《登记通知书》，股权内部无偿划转事项均已完成工商变更登记。本次工商 变更登记完成后，公司直接持有山西丰乐100%股权和金岭种业100%股权。 ...