登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001222 证券简称：源飞宠物 公告编号：2025-048 温州源飞宠物玩具制品股份有限公司 关于股东减持公司股份触及1%整数倍的公告 公司股东平阳县晟飞创业服务中心（有限合伙）保证向本公司提供的信息内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 2025年5月23日，平阳晟雨完成变更执行事务合伙人的工商登记手续，平阳晟雨、平阳晟飞不再属于 《上市公司收购管理办法》中对一致行动人关系认定的各种情形，平阳晟雨、平阳晟飞的一致行动关系 解除。具体内容详见公司于2025年5月27日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于合计 持股5%以上股东解除一致行动关系暨权益变动的提示性公告》（公告编号：2025-023）、《简式权益 变动报告书》。平阳晟雨、平阳晟飞在解除一致行动关系后的六个月内将继续共同遵守《上市公司股东 减持股份管理暂行办法》中关于大股东减持股份的规定。 公司于近日收到平阳晟飞出具的《关于股份减持计划进展的告知函》，2025年11月24日至2025年11月26 日期间，平阳晟飞通过深圳证券交易所 ...

证券代码：001222 证券简称：源飞宠物 公告编号：2025-048 温州源飞宠物玩具制品股份有限公司 关于股东减持公司股份触及1%整数倍的公告 公司股东平阳县晟飞创业服务中心（有限合伙）保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告的内容与信息披露义务人提供的信息一 致。 1 年 11 月 24 日至 2025 年 11 月 26 日期间，平阳晟飞通过深圳证券交易所交易系统 以集中竞价交易方式累计减持公司股份 593,663 股，占公司当前总股本的 0.3110% （以公司当前总股本来计算，不剔除回购股份，下同）。 平阳晟飞持有公司股份比例由 6.3110%下降至 6.0000%，权益变动触及 1%的 整数倍。现将有关情况公告如下： | 1．基本情况 | | | | --- | --- | --- | | 信息披露义务人 | 平阳县晟飞创业服务中心（有限合伙） | | | 住所 | 2466室） | 浙江省温州市平阳县南麂镇美龄宫（南麂柳成山庄 | | 权益变动时间 权益变动过程 | 2025年11月24日至2025年11月26日 | 因 ...

Core Viewpoint - The company, Wenzhou Yuanfei Pet Toy Co., Ltd., is experiencing growth driven by the pet economy, cross-border e-commerce, and benefits from currency depreciation, with a significant portion of its revenue coming from overseas sales [2][3]. Company Overview - Wenzhou Yuanfei Pet Toy Co., Ltd. specializes in the research, production, and sales of pet products and pet food, with main products including pet snacks, leashes, toys, dry food, and wet food [2][7]. - The company was established on September 27, 2004, and went public on August 18, 2022 [7]. - As of September 30, 2025, the company reported a revenue of 1.281 billion yuan, a year-on-year increase of 37.66%, and a net profit of 130 million yuan, up 8.75% year-on-year [7]. Financial Performance - The company’s overseas revenue accounted for 85.78% of total revenue, benefiting from the depreciation of the RMB [3]. - The main revenue composition includes pet snacks (52.09%), leashes (24.77%), staple food (9.79%), other products (7.72%), and toys (5.64%) [7]. - The company has distributed a total of 120 million yuan in dividends since its A-share listing [8]. Market Activity - On November 27, the stock price of Yuanfei Pet increased by 2.75%, with a trading volume of 217 million yuan and a turnover rate of 7.87%, bringing the total market capitalization to 4.925 billion yuan [1]. - The stock has seen a net inflow of 5.7134 million yuan from major investors, indicating a positive trend in investor interest [4]. Strategic Initiatives - The company has established overseas bases in Cambodia to enhance its global production capacity and reduce labor costs, with production facilities already operational [3]. - The company is focusing on building a supply chain in Southeast Asia to improve market competitiveness [3].

据Wind统计，截至11月26日，沪深两市共有138只个股连续5日或5日以上获主力资金净买入。连续获主 力资金净买入天数最多的股票是京沪高铁、澳柯玛，均已连续12个交易日获净买入；连续获主力资金净 买入天数较多的还有振江股份、源飞宠物、新风光、宝胜股份、派克新材、凤凰传媒、杭萧钢构、中原 高速等股。 （文章来源：证券时报网） ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300651 | 金陵体育 | 20.96 | -2.96% | 5.88万 | 1.25亿 | | 300220 | 金运救光 | 15.02 | -2.40% | 3.01万 | 4574.09万 | | 001368 | 通达创智 | 26.12 | -2.06% | 2.18万 | 5769.48万 | | 301287 | 康力源 | 66'66 | -1.94% | 7079.0 | 2862.13万 | | 301011 | 华立科技 | 25.75 | -1.72% | 2.27万 | 5904.69万 | | 002103 | 广博股份 | 9.96 | -1.39% | 18.71万 | 1.88亿 | | 605080 | 浙江自然 | 22.93 | -0.95% | 1.19万 | 2755.00万 | | 605299 | 舒华体育 | 10.15 | -0.88% | 14.91万 | 1.52亿 | | 002301 ...

Core Insights - As of November 25, a total of 136 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more [1] - The stocks with the longest streak of net buying are Datang Power and Shimao Energy, both having received net buying for 13 consecutive trading days [1] - Other notable stocks with significant net buying days include Chuan Yi Co., Aucma, Beijing-Shanghai High-Speed Railway, Zhenjiang Co., Yuanfei Pet, New Wind Light, Zhongyuan Expressway, and Huadian International [1]

Group 1 - The SW Agricultural, Forestry, Animal Husbandry, and Fishery industry outperformed the CSI 300 index, with an overall increase of 16.36% from January to November 2025, surpassing the index by approximately 3.18 percentage points [12][13][14] - All sub-sectors within the industry recorded positive returns, with significant increases in animal health (36.27%), fishery (35.22%), agricultural product processing (21.88%), feed (12.48%), breeding (11.53%), and planting (8.49%) [13] - Approximately 83% of stocks in the industry achieved positive returns, with around 5% of stocks increasing by over 100%, and 17% recording negative returns [14][17] Group 2 - The breeding industry is experiencing a gradual reduction in the number of breeding sows, with a current stock of 40.35 million heads, which is 1.1% lower than the previous year [23][24] - The price of live pigs has shown a downward trend in 2025, with an average price of 11.65 yuan/kg as of November 24, down 26% from the beginning of the year, but is expected to gradually recover in 2026 [26] - The profitability of pig farming has turned negative, with self-breeding losses at 135.9 yuan per head and external piglet purchases at 234.63 yuan per head, but a recovery is anticipated in 2026 [31] Group 3 - The meat chicken breeding sector faced challenges in profitability during 2025, with the average price of broiler chicks fluctuating and a significant decline in profitability [33][35] - The supply of yellow feathered chickens is expected to remain relatively abundant in 2026, with a high stock of breeding chickens [45][47] - The overall feed production in China is projected to continue its recovery, with a total production of 15.85 million tons in the first half of 2025, reflecting a year-on-year increase of 7.7% [50] Group 4 - The prices of feed raw materials such as corn and soybean meal have shown fluctuations, with corn prices recovering from a low of 2115.59 yuan/ton to around 2300.88 yuan/ton by late November 2025 [52][53] - The global supply of corn is expected to remain ample, with a projected production of 128.6 million tons for the 2025/26 season, indicating limited price recovery potential [55] - The overall market for pet food in China is anticipated to grow, with an increase in exports and a rising domestic market [38][40]

Core Viewpoint - As of November 24, a total of 130 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Longest Net Buying Days - The stocks with the highest number of consecutive net buying days are Datang Power and Shimao Energy, both having seen net buying for 12 consecutive trading days [1] - Other stocks with significant net buying days include Chuan Yi Co., Beijing-Shanghai High-Speed Railway, Aucma, New Wind Light, Yuanfei Pet, Zhenjiang Co., Parker New Materials, and Guangzhou Development [1]

Core Viewpoint - The report from China Galaxy Securities emphasizes the importance of identifying and capturing turning points in the agricultural sector in 2026, focusing on core indicators and finding entry points within a relatively reasonable valuation range [1] Group 1: Swine Breeding - The swine breeding sector is expected to benefit from changes in supply and demand, with a continued emphasis on a balanced approach of offense and defense [1] - The investment opportunities in the swine breeding sector arise from changes in production capacity affecting pig price expectations, with a recommendation to focus on major players like Muyuan Foods (002714) and Wens Foodstuff Group (300498), as well as smaller companies like Tiankang Biological (002100) and Shennong Group (605296) [1] - Despite a generally pessimistic outlook on pig prices based on current data, there is potential for changes within the industry that could lead to investment opportunities [1] Group 2: Pet Food - The pet food sector is characterized by sustained growth and significant market share expansion potential, with export growth serving as a shield for performance and the development of proprietary brands as a spear for future market share increases [2] - The report suggests that companies in the pet food industry should focus on maintaining or exceeding growth expectations for their proprietary brands while leveraging multi-brand operations [2] - Key companies to watch in the pet food sector include Zhongchong Co., Ltd. (002891), Guibao Pet (301498), and Petty (300673), with additional attention on Yuanfei Pet (001222) [2]

Core Insights - The Chinese pet industry has experienced unprecedented growth since the 21st century, transitioning from viewing pets as mere tools for guarding to recognizing them as essential emotional companions and family members [1][9] - The pet service sector has diversified significantly, encompassing medical, grooming, boarding, and training services to meet the evolving needs of pet owners [1][9] - The market for pet services in China is projected to grow from 34.034 billion yuan in 2015 to 104.47 billion yuan in 2024, with a compound annual growth rate (CAGR) of 13% [1][10] Pet Service Industry Overview - The pet industry includes all activities related to pets, such as breeding, trading, and providing goods and services like pet food, supplies, and services [3] - Pet services are defined as non-physical consumption services for pets and their owners, covering a wide range of offerings from grooming and medical care to training and insurance [3] Market Growth and Trends - The number of urban pets in China is expected to rise from 87.46 million in 2017 to 124.11 million by 2024, with a CAGR of 5.13% [5] - The pet consumption market in China is anticipated to expand from 97.8 billion yuan in 2015 to 300.2 billion yuan in 2024, with a CAGR of 13.27% [8] - In 2024, pet food is projected to account for 52.8% of the market, while pet services will represent 34.8% [8] Industry Development History - The establishment of the China Small Animal Protection Association in 1992 marked the beginning of the pet industry in China, promoting the concept of pets as companions [5] - Over the past thirty years, the pet service industry has evolved from basic breeding and trading to a comprehensive service model covering the entire lifecycle of pets [5][6] Industry Structure and Key Players - The pet service industry features a diverse competitive landscape, with key players in medical services including New Ruipeng and Ruipai, while grooming and boarding services are dominated by regional brands like Baozaiwu and Paiduo [10] - The market remains fragmented, with opportunities for growth through service extension, technological empowerment, and brand building [10] Future Trends in Pet Services - The industry is expected to embrace intelligent technology, integrating smart wearables and online platforms for enhanced pet health management and service efficiency [12] - Services will increasingly focus on emotional value and personalized experiences, such as customized training and memorial services for pets [13] - The service model will diversify, combining online and offline experiences, with O2O platforms and community-based services enhancing user engagement [14]