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]

证券日报网讯 1月22日，罗牛山在互动平台回答投资者提问时表示，上市公司与控股股东"罗牛山集团 有限公司"分别系两家完全独立的法人主体。公司所有经营活动均严格遵守上市公司规范，确保"五独 立"原则，以维护上市公司自身品牌资产的清晰与全体股东的利益。 （文章来源：证券日报） ...

证券日报网讯 1月21日，罗牛山在互动平台回答投资者提问时表示，截至2026年1月20日，公司股东总 户数约为11.51万户。 （文章来源：证券日报） ...

Group 1 - The livestock sector experienced a decline of 0.45% on January 20, with Luo Niushan leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Key stocks in the livestock sector showed varied performance, with Jingji Zhino rising by 10.01% to a closing price of 16.82, while Luo Niushan fell by 2.94% to 7.91 [1][2] Group 2 - The livestock sector saw a net outflow of 267 million yuan from main funds, while retail investors contributed a net inflow of 231 million yuan [2] - The trading volume for Jingji Zhino was 174,200 hands with a transaction value of 285 million yuan, indicating strong interest despite the overall sector decline [1][2] - The main fund inflow for Jingji Zhino was 68 million yuan, representing 23.84% of its trading volume, while retail investors showed a net outflow of 41 million yuan [3]

有投资者在互动平台向罗牛山(000735)提问：大股东罗牛山集团有限公司因提供虚假材料于2025年12月 6日被后勤部门告知暂停集采服务，为确保罗牛山品牌的一致性，对上市公司全类食品菜篮子供应有多 大影响？罗牛山回复称，该事项涉及方为控股股东"罗牛山集团有限公司"，其与上市公司"罗牛山股份 有限公司"为两个独立的法律主体，相关影响不涉及上市公司及相关业务。公司与控股股东之间的业务 往来严格按照日常关联交易履行了审议程序并进行了相关信息披露义务。 ...

证券日报网讯 1月19日，罗牛山在互动平台回答投资者提问时表示，公司主营业务包括生猪养殖及屠宰 加工、冷链业务、教育服务和房地产开发业务，其中生猪养殖和屠宰加工业务为公司的战略核心业务。 基于上述多年多元化的经营现状，公司不宜再发展新业务。目前，公司及下属单位均不涉及从事物业服 务。 （文章来源：证券日报） ...

证券日报网讯1月19日，罗牛山（000735）在互动平台回答投资者提问时表示，上市公司与控股股东"罗 牛山集团有限公司"为完全独立的法人主体。公司所有经营活动均严格遵守上市公司规范，确保"五独 立"原则，以维护上市公司自身品牌资产的清晰与全体股东的利益。 ...

Group 1 - The aquaculture sector increased by 0.75% on January 19, with Fucheng Co. leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the aquaculture sector showed significant price increases, with Fucheng Co. rising by 6.21% to a closing price of 6.33 [1] Group 2 - The aquaculture sector saw a net inflow of 40.39 million yuan from main funds, while retail investors experienced a net outflow of 39.53 million yuan [2] - Major stocks like Wens Foodstuff reported a net inflow of 73.16 million yuan from main funds, indicating strong institutional interest [3] - Retail investors showed a negative trend in several stocks, with significant outflows from companies like Jingjidu Agricultural and Fucheng Co. [3]

Core Viewpoint - As of January 15, a total of 543 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more, indicating a significant trend of capital withdrawal from these stocks [1]. Group 1: Stocks with Longest Net Outflow - Qin'an Co., Ltd. has the longest streak of net outflows, with 17 consecutive days [1]. - Haima Automobile follows with 16 consecutive days of net outflows [1]. Group 2: Stocks with Largest Total Net Outflow - Goldwind Technology has the highest total net outflow, amounting to 12.453 billion yuan over seven days [1]. - Shenghong Technology ranks second with a total net outflow of 5.714 billion yuan over the same period [1]. Group 3: Stocks with Highest Net Outflow Ratio - ST Tongmai has the highest net outflow ratio, with a 19.58% decline over the past 13 days [1]. - Other notable stocks with significant net outflow ratios include China Merchants Bank at 15.85% and Changjiang Power at 16.78% [1]. Group 4: Summary of Key Stocks - Key stocks experiencing net outflows include: - Goldwind Technology: 7 days, 12.453 billion yuan, 9.88% outflow ratio, 25.17% cumulative decline [1]. - Shenghong Technology: 7 days, 5.714 billion yuan, 8.02% outflow ratio, -10.04% cumulative decline [1]. - China Merchants Bank: 7 days, 5.516 billion yuan, 15.85% outflow ratio, -6.13% cumulative decline [1]. - Haima Automobile: 16 days, 1.916 billion yuan, 8.07% outflow ratio, -23.29% cumulative decline [1].

（文章来源：证券日报） 证券日报网讯 1月14日，罗牛山在互动平台回答投资者提问时表示，公司与大股东严格执行"五独立"原 则，资产、人员、财务、机构及业务完全分开。所有可能的业务往来，均已按照上市规则履行了必要的 审议与披露程序，确保过程规范、定价公允。罗牛山产业园作为产业平台，其内部存在不同的经营主体 属正常情况。公司始终将维护全体股东利益置于首位，确保业务的独立性与规范性。 ...