证券之星消息，1月28日养殖业板块较上一交易日上涨0.38%，晓鸣股份领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。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) | | --- | --- | --- | --- | --- | --- | | 300967 | 晓鸣股份 | 21.63 | 10.41% | 22.47万 | 4.68亿 | | 000735 | 罗牛山 | 8.03 | 3.08% | 56.83万 | 4.53亿 | | 002982 | 湘佳股份 | 14.32 | 2.51% | 7.52万 | 1.07亿 | | 300761 | 立华股份 | 19.61 | 2.08% | 11.52万 | 2.23亿 | | 002299 | 圣农发展 | 16.88 | 1.87% | 18.34万 | 3.08亿 | | 000876 | 新希望 | 8.87 | 1.37% | 59.31万 | 5.23亿 | | 002458 | 益生股份 | 9.48 | 1.28 ...

证券日报网讯1月27日，东瑞股份（001201）发布公告称，截至本公告披露日，公司对控股子公司的担 保余额为16.04亿元，占公司2024年末经审计净资产的47.28%。上述担保均是合并报表范围内公司为控 股子公司提供的担保。公司及子公司无对外担保情况，不存在逾期担保、涉及诉讼的对外担保及因担保 被判决败诉而应承担损失的情形。 ...

证券代码：001201 证券简称：东瑞股份 公告编号：2026-006 东瑞食品集团股份有限公司 关于为子公司提供担保的进展公告 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、担保情况概述 东瑞食品集团股份有限公司（以下简称"公司"）于2025年12月17日召开第 四届董事会第一次会议，于2026年1月7日召开2026年第一次临时股东会，审议通 过了《关于2026年度公司对下属公司担保额度预计的议案》，同意公司2026年度 为合并报表范围内部分子公司（含新设立的子公司）提供综合授信担保额度总计 不超过30亿元，该额度可循环使用（前述额度包含了本次董事会、股东会前，公 司及控股子公司已经签订的担保合同在有效期内的额度）：其中公司为资产负债 率70%以上的控股子公司担保的额度为2亿元，为资产负债率70%以下的控股子公 司担保的额度为28亿元。在预计担保额度范围内，担保对象间的担保额度可调剂 使用，相关担保事项以正式签署的担保协议为准。担保额度有效期自公司2026 年第一次临时股东会审议通过之日起至2026年12月31日止。 同时，同意公司2026年度为下属公 ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300761 | 立华股份 | 1420.36万 | 5.38% | 1632.48万 | 6.18% | -3052.84万 | -11.56% | | 002746 仙坛股份 | | 331.40万 | 2.71% | 800.74万 | 6.54% | -1132.14万 | -9.25% | | 002234 | 民和股份 | 198.93万 | 1.99% | 452.35万 | 4.53% | -651.28万 | -6.53% | | 002982 湘佳股份 | | 23.59万 | 0.41% | 1024.00万 | 17.64% | -1047.59万 | -18.04% | | 301116 | 益客食品 | -37.83万 | -0.44% | 261.20万 | 3.03% | -223.38万 | -2.60% | | 001201 | 东瑞 ...

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].

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]

（编辑 王雪儿） 证券日报网讯 1月21日，东瑞股份发布公告称，截至本公告披露日，公司对控股子公司的担保余额为 15.55亿元，占公司2024年末经审计净资产的45.82%。上述担保均是合并报表范围内公司为控股子公司 提供的担保。公司及子公司无对外担保情况，不存在逾期担保、涉及诉讼的对外担保及因担保被判决败 诉而应承担损失的情形。 ...

证券代码：001201 证券简称：东瑞股份 公告编号：2026-005 东瑞食品集团股份有限公司 关于为子公司提供担保的进展公告 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、担保情况概述 东瑞食品集团股份有限公司（以下简称"公司"）于2025年12月17日召开第 四届董事会第一次会议，于2026年1月7日召开2026年第一次临时股东会，审议通 过了《关于2026年度公司对下属公司担保额度预计的议案》，同意公司2026年度 为合并报表范围内部分子公司（含新设立的子公司）提供综合授信担保额度总计 不超过30亿元，该额度可循环使用（前述额度包含了本次董事会、股东会前，公 司及控股子公司已经签订的担保合同在有效期内的额度）：其中公司为资产负债 率70%以上的控股子公司担保的额度为2亿元，为资产负债率70%以下的控股子公 司担保的额度为28亿元。在预计担保额度范围内，担保对象间的担保额度可调剂 使用，相关担保事项以正式签署的担保协议为准。担保额度有效期自公司2026 年第一次临时股东会审议通过之日起至2026年12月31日止。 同时，同意公司2026年度为下属公 ...

Core Viewpoint - The report from GF Securities indicates a significant increase in the total output of market pigs by listed companies in 2025, with a year-on-year growth of 25% to 111.53 million heads, and a 30% increase to 90.39 million heads when excluding Muyuan Foods [1][3]. Group 1: Market Output - In December 2025, the total output of market pigs from listed companies reached 19.05 million heads, reflecting a month-on-month increase of 7.1% and a year-on-year increase of 11.3% [2]. - The output of market pigs from listed companies, excluding Muyuan Foods, was 12.07 million heads in December, with a month-on-month growth of 8.0% and a year-on-year growth of 35.7% [2][3]. - Major companies such as Muyuan Foods, Wens Foodstuff Group, New Hope Liuhe, and Dekang Agriculture showed varying month-on-month growth rates in December, with increases of 5.7%, 4.8%, 15.4%, and 4.1% respectively [3]. Group 2: Piglet Sales and Prices - The overall sales volume of piglets from listed companies saw a significant increase in 2025, with a notable rise in the proportion of piglet sales [2][4]. - The price of 7 kg piglets has rebounded to 307 RMB per head, attributed to the upcoming replenishment season and positive market sentiment regarding pig prices in the second half of 2026 [1][5]. - The average selling price of pigs in December was estimated at 11.53 RMB per kilogram, showing a month-on-month decline of 1.4% [4]. Group 3: Company Performance - In 2025, major companies reported the following cumulative outputs: Muyuan Foods at 77.98 million heads (+19%), Wens Foodstuff Group at 40.48 million heads (+34%), New Hope Liuhe at 17.55 million heads (+6%), and Dekang Agriculture at 10.83 million heads (+23%) [3]. - Smaller companies like Tangrenshen, Tiankang Biological, Shennong Group, and Juxing Agriculture also reported varying outputs, with Tangrenshen showing a year-on-year increase of 23% [3]. Group 4: Industry Outlook - The industry is currently facing cumulative losses, which may lead to continued reduction in pig production capacity [1][5]. - The breeding sow inventory decreased by 0.22% month-on-month in December, indicating potential challenges in production [5].

证券代码：001201 证券简称：东瑞股份 公告编号：2026-004 2.近日，公司与清远大北农生物科技有限公司（以下简称"清远大北农"） 签订了《担保函》。公司就全资子公司连平东瑞农牧发展有限公司（以下简称"连 平东瑞"）与清远大北农签订的《授信协议》项下连平东瑞对清远大北农所负的 所有债务，自愿且不可撤销地向清远大北农提供连带责任保证。担保函项下的担 保金额上限为人民币600万元。 东瑞食品集团股份有限公司 关于为子公司提供担保的进展公告 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、担保情况概述 东瑞食品集团股份有限公司（以下简称"公司"）于2025年12月17日召开第 四届董事会第一次会议，于2026年1月7日召开2026年第一次临时股东会，审议通 过了《关于2026年度公司对下属公司担保额度预计的议案》，同意公司2026年度 为合并报表范围内部分子公司（含新设立的子公司）提供综合授信担保额度总计 不超过30亿元，该额度可循环使用（前述额度包含了本次董事会、股东会前，公 司及控股子公司已经签订的担保合同在有效期内的额度）：其中公司为资产负债 率 ...