1、业绩预告期间：2025年01月01日至2025年12月31日 证券代码：000735 证券简称：罗牛山 公告编号：2026-003 罗牛山股份有限公司 2025 年年度业绩预告 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、本期业绩预计情况 | | | | 项 | 目 | | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | 盈利：14,000 | 万元-18,000 | 万元 | 盈利：24,175.52 | | | | | 比上年同期下降： | | | | 万元 | | | | 25.54%-42.09% | | | | | | 扣除非经常性损 益后的净利润 | | 盈利：23,000 | 万元-27,000 | 万元 | 盈利：27,591.55 | 万元 | | | | 比上年同期下降： | | | | | | | | 2.14%-16.64% | | | | | | 基本每股收益 | | 盈利: 0.1216 | 元/股-0. ...

证券之星消息，1月30日养殖业板块较上一交易日上涨0.12%，罗 牛 山领涨。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%。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) | | --- | --- | --- | --- | --- | --- | | 000735 | 罗牛山 | 8.45 | 3.94% | 128.69万 | 10.78亿 | | 300967 | 晓鸣股份 | 22.88 | 3.91% | 31.74万 | 7.46亿 | | 603717 | 天域生物 | 7.83 | 3.30% | 11.09万 | 8614.66万 | | 002321 | 华英农业 | 2.50 | 2.88% | 119.98万 | 3.02亿 | | 605296 | 神农集团 | 28.62 | 2.03% | 4.95万 | 1.43亿 | | 300313 | *ST天山 | 8.24 | 1.98% | 4.45万 | 3684.98万 | | 002982 | 湘佳股份 | 14 ...

Group 1: Market Overview - The Shanghai Composite Index fell by 1.12%, the Shenzhen Component Index decreased by 1.31%, and the ChiNext Index dropped by 0.12% as of January 30 [2] - The livestock farming sector, particularly related to genetically modified organisms, agriculture, and corn, showed positive performance with significant gains in related ETFs [2] Group 2: Pig Farming Industry Insights - Recent data indicates a 13.79% increase in pig prices over the last 60 days, reaching 13.12 yuan per kilogram on January 29, supported by rising meat demand ahead of the Spring Festival [2] - Despite a recent price increase, the overall supply-demand situation is weak, with expectations of price declines post-holiday due to supply pressures and reduced output [3] - The average weight of pigs sold this week was 128.89 kg, showing a slight recovery, but the overall supply is expected to decrease in January [3] - The industry is experiencing losses, with prices falling below the cost line, leading to a reduction in production capacity and a stabilization of market conditions at the bottom [3] Group 3: Poultry Industry Insights - The white feather chicken market is experiencing price support due to weak supply elasticity caused by overseas epidemics halting domestic breeding [4] - The average selling price of white feather meat chickens in December was 7.44 yuan per kilogram, with a slight increase from the previous month, while breeding losses were reported at 0.26 yuan per bird [4] - The total stock of white feather breeding chickens reached 2.3377 million sets by the end of December, reflecting an 11.3% increase, indicating a potential for future price stability [4]

Core Viewpoint - The aquaculture sector experienced a rise of 1.85% on January 29, with Fu Cheng Co., Ltd. leading the gains, while the overall market showed mixed results with the Shanghai Composite Index up by 0.16% and the Shenzhen Component Index down by 0.3% [1] Group 1: Market Performance - The aquaculture sector's performance was highlighted by Fu Cheng Co., Ltd. closing at 6.46, up by 5.38% with a trading volume of 347,300 shares and a transaction value of 223 million yuan [1] - Other notable performers included Mu Yuan Co., Ltd. at 46.33, up by 2.64%, and Wen's Foodstuffs Group at 15.55, up by 1.97% [1] - The overall trading volume for the aquaculture sector was significant, with Mu Yuan Co., Ltd. alone accounting for a transaction value of 2.824 billion yuan [1] Group 2: Capital Flow - The aquaculture sector saw a net inflow of 253 million yuan from main funds, while retail investors experienced a net outflow of 82.155 million yuan [2] - Main funds showed a positive net inflow in companies like Mu Yuan Co., Ltd. with 24.6 million yuan and Wen's Foodstuffs Group with 95.752 million yuan [3] - Conversely, retail investors showed significant outflows in companies such as Mu Yuan Co., Ltd. with 132 million yuan and Fu Cheng Co., Ltd. with 6.78 million yuan [3]

Group 1 - The aquaculture sector increased by 0.38% on January 28, with Xiaoming Co. leading the gains [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] - Xiaoming Co. saw a closing price of 21.63, with a rise of 10.41%, and a trading volume of 224,700 shares, amounting to a transaction value of 468 million yuan [1] Group 2 - The main funds in the aquaculture sector had a net inflow of 163 million yuan, while retail funds had a net inflow of 149 million yuan [2] - The stock "Wens Foodstuffs" had a significant trading volume of 713,100 shares, with a transaction value of 1.089 billion yuan, but experienced a slight decline of 0.52% [2] - The stock "Xiaoming Co." had a net inflow of 20.89 million yuan from main funds, while retail funds showed a net outflow of 7.58 million yuan [3]

（编辑 丛可心） 证券日报网讯 1月27日，罗牛山在互动平台回答投资者提问时表示，经全国农业产业化联席会议审 定，"农业产业化国家重点龙头企业"的资质依法归属于上市公司"罗牛山股份有限公司"，并未且无法通 过关联交易或其他方式转移给控股股东或任何其他方。上市公司与控股股东"罗牛山集团有限公司"为独 立的法人主体，双方之间的任何业务往来均严格遵循市场原则，并履行了法定的审议及信息披露程序。 公司始终致力于维护上市公司资产的独立与完整，保障全体股东的利益。 ...

证券日报网讯1月27日，罗牛山（000735）在互动平台回答投资者提问时表示，控股股东罗牛山集团有 限公司的相关信息不属于上市公司依法需披露的范畴。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000735 | 罗牛山 | 7.91 | -1.86% | 39.48万 | 3.13亿 | | 603717 | 天域生物 | 7.76 | -1.40% | 8.33万 | 6470.51万 | | 600965 | 福成股份 | 6.39 | -0.31% | 19.08万 | 1.21亿 | | 002982 | 湘佳股份 | 14.33 | 0.49% | - 3.53万 | 5034.06万 | | 300498 | 温氏股份 | 15.75 | 0.70% | 74.07万 | 11.60亿 | | 002746 | 仙坛股份 | 6.36 | 0.79% | 20.55万 | 1.30亿 | | 300761 | 立华股份 | 19.73 | 0.82% | 10.89万 | 2.12亿 | | 002321 | 华英农业 | 2.46 | 0.82% | 55.88万 | 1.36亿 | | 300313 | *ST天山 | 9 ...

Group 1 - The core viewpoint of the news is that Luoniushan's stock has experienced a significant decline in price and performance metrics, indicating potential challenges for the company in the current market environment [1][2]. - As of January 26, Luoniushan's stock price decreased by 2.11%, trading at 7.89 yuan per share, with a total market capitalization of 9.085 billion yuan [1]. - Year-to-date, Luoniushan's stock has dropped by 12.72%, with a 3.19% decline over the last five trading days and a 19.33% drop over the past 20 days [2]. Group 2 - Luoniushan's main business segments include pig farming (64.60% of revenue), food processing (13.46%), education services (7.73%), real estate (7.16%), logistics (4.05%), and others (2.99%) [2]. - The company is classified under the agricultural sector, specifically in pig farming, and is associated with various concepts such as pork, cold chain logistics, and vocational education [2]. - As of January 20, the number of shareholders decreased by 2.62% to 115,100, while the average number of circulating shares per person increased by 2.69% to 9,999 shares [2]. Group 3 - For the period from January to September 2025, Luoniushan reported a revenue of 1.629 billion yuan, a year-on-year decrease of 34.67%, and a net profit attributable to shareholders of 2.7993 million yuan, down 99.18% year-on-year [2]. - The company has distributed a total of 200 million yuan in dividends since its A-share listing, with 69.0908 million yuan distributed over the last three years [3]. - As of September 30, 2025, major shareholders include Guotai Zhongzheng Livestock Breeding ETF, which increased its holdings by 7.4 million shares, and Hong Kong Central Clearing Limited, which increased its holdings by 3.033 million shares [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].