Investment Rating - Industry rating: "Overweight" [2] Core Insights - The report highlights a significant drop in pig prices by 6% to 12.21 CNY/kg, while the price of white feather chicken products has increased to 9,400 CNY/ton [3][4] - The report indicates that the pig farming sector has been profitable for three consecutive weeks, with a profit of 25.1 CNY per head [3] - The report recommends continued investment in the pig farming sector, particularly in companies like Muyuan Foods, Tiankang Biological, Wens Foodstuff, and Lihua Agricultural [3] Summary by Sections Pig Farming - The average weight of pigs at slaughter has decreased to 127.86 kg, with the proportion of heavy pigs (over 150 kg) at 5.78% [3] - The price of two-yuan sows remains stable at 1,559 CNY/head, while the price of piglets has increased by 3.3% week-on-week [3] - The report anticipates a new wave of price declines post-Chinese New Year due to expected capacity reduction in the pig industry [3] Chicken Farming - The price of white feather chicken products has risen to 9,400 CNY/ton, reflecting a week-on-week increase of 1.6% [4] - Yellow feather chicken farming has been profitable for over five months, with an average price of 14.95 CNY/kg [4] - The report notes a historical high in the number of breeding stock for white feather chickens, with a total of 157.42 million sets updated in December 2025 [4] Cattle Industry - As of the end of 2025, the cattle stock in China has decreased by 8.6%, with expectations for prices to rise in the first half of 2026 [8] - The report suggests that the decline in cattle stock is a precursor to rising beef prices, with historical data supporting this trend [8] Pet Food Market - The pet market in China is projected to grow by 4.1% in 2025, reaching a total market size of 312.6 billion CNY [7] - The pet food market share has increased to 53.7%, with significant growth in core brands [7]

证券日报网讯1月30日，东瑞股份（001201）在互动平台回答投资者提问时表示，公司专注粤港澳大湾 区区域市场拓展，已连续多年是内地供港活大猪领先供应商，2025年公司供港活大猪占内地供港比例达 22.5%。具体市场份额数据请以官方统计信息为准。 ...

证券代码：001201 证券简称：东瑞股份 东瑞食品集团股份有限公司 投资者关系活动记录表 编号：2026-01 | | 特定对象调研 分析师会议 | | --- | --- | | | 媒体采访 业绩说明会 | | 投资者关系活动类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 2025年度业绩预告交流会 | | 参与单位名称及人员姓名 | | | | 2026年1月30日20:00，公司通过价值在线平台线 上交流的形式，组织了2025年度业绩预告交流会， | | | 就公司2025年度经营情况进行了交流。参与投资机 | | | 构有：华泰证券-王煜坤；广东融昊资管-李良旭；华 | | | 西证券-魏心欣；招商证券-施腾、李秋燕；成都保盛 | | | 家族资管-王国森；东兴证券-程诗月；方正证券-邱 | | | 星皓；耕霁（上海）投资-刘璟欣；广发证券-李雅琦； | | | 国金证券-张子阳；国泰海通证券-王艳君；国信证券 | | | -李瑞楠；华安证券-王莺；华创证券-陈鹏；华福证 | | | 券-申钰雯；华鑫证券-娄倩；华源证券-顾超；山西 | | | 证券-陈振志 ...

Core Viewpoint - Dongrui Co., Ltd. (001201) indicated that investors should pay attention to the company's performance forecast or periodic reports disclosed on the Giant Tide Information Network for the 2025 operating performance situation [1] Group 1: Performance and Financial Planning - The company will consider its operational development, future planning, and financial status when determining profit distribution [1] - Dongrui Co., Ltd. will strictly adhere to the Company Law, the regulatory guidelines for cash dividends, and its own articles of association when formulating a reasonable profit distribution plan [1] - The company has a three-year shareholder dividend return plan for 2025-2027, which will be developed under compliance [1]

证券日报网讯1月30日，东瑞股份（001201）在互动平台回答投资者提问时表示，依托公司现有的现代 多层养猪模式，在保障已有200万头生猪产能的基础上，通过投资合作、租赁、"公司+家庭农场"等多种 方式适时有序扩大生猪产能规模。 ...

经济观察网2026年1月30日，东瑞股份（001201）发布2025年度业绩预告，预计2025年净利润亏损1.2亿 元至1.7亿元，同比下降82.79%至158.95%；扣除非经常性损益后的净利润亏损1.2亿元至1.7亿元，同比 下降85.39%至162.64%。 ...

格隆汇1月30日丨东瑞股份(001201.SZ)公布，预计2025年亏损12,000万元－17,000万元，比上年同期下 降82.79%—158.95%，扣非亏损12,000万元－17,000万元。2025年度公司经营业绩出现亏损，主要系 2025年生猪价格较上年同期大幅下降，其中第四季度生猪价格下降尤为显著。此外，受生猪价格下行影 响，公司依据企业会计准则相关规定，基于谨慎性原则，计提了资产减值损失。 ...

（记者 王晓波） 每经AI快讯，东瑞股份1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损1.2亿 元~1.7亿元。基本每股收益亏损0.47元－0.66元。上年同期归属于上市公司股东的净利润亏损6565.02万 元。基本每股收益亏损0.26元。业绩变动主要原因是，2025年度公司经营业绩出现亏损，主要系2025年 生猪价格较上年同期大幅下降，其中第四季度生猪价格下降尤为显著。此外，受生猪价格下行影响，基 于谨慎性原则，计提了资产减值损失。 每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 ...

证券代码：001201 证券简称：东瑞股份 公告编号：2026-007 东瑞食品集团股份有限公司 2025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 （一）业绩预告期间：2025年1月1日—2025年12月31日 （二）业绩预告情况：预计净利润为负值 五、其他相关说明 1.本业绩预告是公司财务部门初步测算的结果，具体财务数据以公司披露的 《2025年度报告》为准。 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股 东的净利润 | 亏损：12,000万元－17,000万元 | 亏损：6,565.02万元 | | | 比上年同期下降：82.79%—158.95% | | | 扣除非经常性损益 后的净利润 | 亏损：12,000万元－17,000万元 | 亏损：6,472.76万元 | | | 比上年同期下降：85.39%—162.64% | | | 基本每股收益 | 亏损：0.47元/股－0.66元/股 | 亏损：0.26元/股 | 二、与会计师事务所沟通情况 公司已就业 ...

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]