Core Viewpoint - The agricultural, animal husbandry, and fishery sector showed strong performance on October 10, with the first agricultural ETF (159275) experiencing a significant increase in net subscriptions and notable gains in constituent stocks [1][3]. Market Performance - The agricultural ETF (159275) opened lower but quickly rebounded, closing up 0.8% after reaching a maximum intraday gain of 1.5%. It recorded a net subscription of 52 million units by the end of the day [1]. - Key stocks in the sector, such as TianKang Biological and GuanNong Co., saw increases exceeding 7%, while several others, including XiongDi Technology and ShengWu Shares, rose over 4% [1]. Industry Dynamics - The pig farming industry is undergoing capacity reduction, with a reported decrease of 400,000 breeding sows compared to the previous month and a total reduction of 3.4 million from the peak last year [2]. - Recent outbreaks of African swine fever in Vietnam and Guangxi, China, have heightened risks for the farming sector. A meeting on September 16 emphasized policies aimed at reducing production capacity [2][3]. Investment Outlook - Analysts from Pacific Securities and Dongfang Securities suggest that the current fundamentals and policy changes favor capacity reduction in the pig farming industry, indicating potential long-term investment value as most listed companies are at historical low valuations [3][4]. - The agricultural sector's valuation remains low, with the agricultural ETF's underlying index trading at a price-to-book ratio of 2.61, which is in the lower 34.9% of the past decade, suggesting a favorable entry point for investors [3]. Future Trends - The trend towards improving quality and efficiency in the pig farming industry is expected to continue, with outdated capacities being phased out and market dynamics shifting towards higher prices in the long term [4][5]. - Investment opportunities are identified in various segments, including pig farming, feed, animal health, and crop planting, as the demand for these sectors is anticipated to rise with the recovery of pig stocks [5][6].

赛马概念资金流入榜 | 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） | （%） | | 000735 | 罗牛山 | 3.34 | 3.46 | 579.74 | 2.25 | | 002678 | 珠江钢 琴 | 2.54 | 1.02 | 432.22 | 7.07 | | 600195 | 中牧股 份 | 1.54 | 0.82 | 253.80 | 4.18 | | 601118 | 海南橡 胶 | 1.12 | 1.00 | -1510.17 | -6.52 | | 002264 | 新华都 | -0.28 | 2.73 | -1572.77 | -12.32 | | 600158 | 中体产 业 | 1.44 | 2.66 | -1772.20 | -7.59 | （文章来源：证券时报网） 截至10月10日收盘，赛马概念上涨1.62%，位居概念板块涨幅第9，板块内，5股上涨，罗牛山、珠江钢 琴、中牧股份等涨幅居前，分别上涨3.3 ...

证券之星消息，10月10日养殖业板块较上一交易日上涨0.72%，立华股份领涨。当日上证指数报收于 3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。养殖业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) | | | --- | --- | --- | --- | --- | --- | --- | | 300761 | 立华股份 | 22.95 | 3.52% | 16.19万 | | 3.68亿 | | 000735 | 罗牛山 | 6.49 | 3.34% | 39.82万 | | 2.57亿 | | 300967 | 晓鸣股份 | 22.43 | 2.28% | 9.25万 | 1 | 2.07亿 | | 002234 | 民和股份 | 8.57 | 2.15% | 5.82万 | | 4974.57万 | | 300313 | *ST天山 | 8.84 | 1.61% | 6.15万 | | 5392.51万 | | 605296 | 神农集团 | 30.89 | 1.58% | 3.61万 | | 1.11亿 | | 6 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002321 | 华英农业 | 2.88 | -3.03% | 52.54万 | 1.52亿 | | 002299 | 圣农发展 | 17.69 | -1.89% | 18.96万 | 3.32 Z | | 000735 | 罗牛山 | 6.28 | -1.72% | 27.74万 | 1.74亿 | | 603477 | 巨星农牧 | 19.97 | -1.58% | 16.91万 | 3.36亿 | | 002458 | 益生股份 | 8.56 | -1.27% | 8.93万 | 7627.60万 | | 002124 | 天邦食品 | 2.89 | -1.03% | 52.27万 | 1.50亿 | | 001201 | 东瑞股份 | 15.76 | -1.01% | 3.75万 | 5871.01万 | | 002234 | 民和股份 | 8.39 | -0.59% | 4.30万 | 3583.96万 | | 301116 | 益客食品 ...

截至9月19日，罗牛山股东户数9.11万，较上期减少2.98%；人均流通股12633股，较上期增加3.07%。 2025年1月-6月，罗牛山实现营业收入10.84亿元，同比减少42.86%；归母净利润-671.71万元，同比减少 102.45%。 分红方面，罗牛山A股上市后累计派现2.00亿元。近三年，累计派现6909.08万元。 机构持仓方面，截止2025年6月30日，罗牛山十大流通股东中，国泰中证畜牧养殖ETF（159865）位居 第四大流通股东，持股1311.56万股，相比上期增加53.32万股。南方中证1000ETF（512100）位居第七 大流通股东，持股853.38万股，相比上期增加163.65万股。香港中央结算有限公司位居第九大流通股 东，持股669.29万股，相比上期增加16.99万股。华夏中证1000ETF（159845）位居第十大流通股东，持 股501.56万股，为新进股东。 责任编辑：小浪快报 罗牛山今年以来股价跌5.72%，近5个交易日跌1.11%，近20日涨2.12%，近60日涨1.29%。 资料显示，罗牛山股份有限公司位于海南省海口市美兰区国兴大道5号海南大厦农信楼12楼，成立日期 ...

资金流向方面，主力资金净流入49.14万元，特大单买入544.33万元，占比9.86%，卖出221.52万元，占 比4.01%；大单买入956.39万元，占比17.33%，卖出1230.05万元，占比22.28%。 9月30日，罗牛山盘中上涨2.04%，截至10:03，报6.49元/股，成交5519.69万元，换手率0.75%，总市值 74.73亿元。 罗牛山今年以来股价跌2.26%，近5个交易日涨4.17%，近20日涨3.34%，近60日涨4.17%。 资料显示，罗牛山股份有限公司位于海南省海口市美兰区国兴大道5号海南大厦农信楼12楼，成立日期 1987年12月19日，上市日期1997年6月11日，公司主营业务涉及生猪养殖和屠宰加工业务、冷链业务、 房地产业务和教育服务业务。主营业务收入构成为：畜牧业64.60%，农副食品加工业13.46%，教育业 7.73%，房地产业7.16%，仓储物流业4.05%，其他2.99%。 分红方面，罗牛山A股上市后累计派现2.00亿元。近三年，累计派现6909.08万元。 机构持仓方面，截止2025年6月30日，罗牛山十大流通股东中，国泰中证畜牧养殖ETF（159865）位居 ...

证券日报网讯罗牛山（000735）9月29日在互动平台回答投资者提问时表示，关于猪价与盈利的关系， 公司需要说明以下几点：一方面，海南毗邻广东，公司持续对标广东猪价，近三年岛内猪价全年均价均 低于广东市场。同时，公司在养殖过程中面临着饲料原料依赖岛外调入、环保要求高、疫病防控等导致 的综合成本相对较高的客观现实，这是影响利润的关键。另一方面，公司经营已呈现积极改善。2024 年，生猪养殖板块通过内部整合与降本增效已实现盈利。2025年上半年的利润波动，主要因对部分合作 项目计提预计负债等非经常性因素所致。关于客户情况，公司客户系市场化开发与维护，企业重视与所 有客户的合作。客户是企业生存的基础，公司致力于服务好各类客户群体。 ...

Core Insights - The aquaculture sector saw a slight increase of 0.14% on September 29, with Tianyu Biological leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Aquaculture Sector Performance - Tianyu Biological (603717) closed at 8.87, up 1.49% with a trading volume of 107,100 shares and a transaction value of 93.82 million yuan [1] - Huaying Agriculture (002321) closed at 2.98, up 1.36% with a trading volume of 583,200 shares and a transaction value of 172 million yuan [1] - Luoniushan (000735) closed at 6.36, up 1.27% with a trading volume of 182,200 shares and a transaction value of 115 million yuan [1] - Other notable performers include Shengnong Development (002299) at 17.72 (+1.14%), New Hope (000876) at 9.84 (+1.03%), and Muyuan Foods (002714) at 53.00 (+1.01%) [1] Capital Flow Analysis - The aquaculture sector experienced a net outflow of 265 million yuan from institutional investors, while retail investors saw a net inflow of 1.91 million yuan [2] - Notable net inflows from retail investors were observed in New Hope (000876) with 7.82 million yuan and Huaying Agriculture (002321) with 6.16 million yuan [3] - Conversely, Wens Foodstuffs (300498) faced a significant net outflow of 39.40 million yuan from institutional investors [3]

证券日报网讯罗牛山9月24日在互动平台回答投资者提问时表示，公司的参股企业海南(潭牛)文昌鸡股 份有限公司相关信息不属于上市公司披露义务。 ...

Group 1 - The company has 960 acres of residential and commercial land as reported in the 2017 annual report [2] - As of September 24, the company stated that there have been no significant changes to the land it owns [2] - The company's real estate business is based on the rolling development of existing land [2]