新京报贝壳财经讯 天康生物10月10日公告，2025年9月份公司销售生猪26.69万头，销量环比增长 1.18%，同比下降5.25%；销售收入3.84亿元，销售收入环比增长1.05%，同比下降27.95%。2025年1-9月 累计销售生猪228.23万头，较去年同期增长6.46%；累计销售收入33.42亿元，较去年同期下降8.26%。 商品猪（扣除仔猪、种猪后）销售均价12.17元/公斤，环比下降4.85%。 ...

天康生物 证券代码：002100 证券简称：天康生物 公告编号：2025-054 天康生物股份有限公司 一、2025 年 9 月份生猪销售情况 天康生物股份有限公司（以下简称"公司"）2025 年 9 月份销售生猪 26.69 万头，销量环比增长 1.18%，同比下降 5.25%；销售收入 3.84 亿元，销售收入环 比增长 1.05%，同比下降 27.95%。 2025 年 9 月份商品猪（扣除仔猪、种猪后）销售均价 12.17 元/公斤，环比下 降 4.85%。 2025 年 1-9 月，公司累计销售生猪 228.23 万头，较去年同期增长 6.46%；累 计销售收入 33.42 亿元，较去年同期下降 8.26%。 | | | | 生猪销量 | | 销售收入 | | 商品猪价格 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 月份 | | （万头） | | （亿元） | | （元/公斤） | | | | | 当月 | 累计 | 当月 | 累计 | 当月 | | 2024 | 年 | 9 月 | 28.17 | 214.38 | 5.33 | ...

Core Viewpoint - TianKang Biological reported a mixed performance in September 2025, with a slight increase in sales volume but a significant decline in sales revenue compared to the previous year [1] Sales Performance - In September 2025, the company sold 266,900 pigs, representing a month-on-month increase of 1.18% but a year-on-year decrease of 5.25% [1] - The sales revenue for September 2025 was 384 million yuan, showing a month-on-month increase of 1.05% but a year-on-year decline of 27.95% [1] Pricing Trends - The average selling price of commercial pigs (excluding piglets and breeding pigs) in September 2025 was 12.17 yuan per kilogram, which reflects a month-on-month decrease of 4.85% [1] Year-to-Date Performance - From January to September 2025, the company sold a total of 2.2823 million pigs, which is a year-on-year increase of 6.46% [1] - The cumulative sales revenue for the first nine months of 2025 was 3.342 billion yuan, marking a year-on-year decrease of 8.26% [1]

天康生物10月10日晚间公告，公司2025年9月份销售生猪26.69万头，销量环比增长1.18%，同比下降 5.25%；销售收入3.84亿元，销售收入环比增长1.05%，同比下降27.95%。2025年1-9月，公司累计销售 生猪228.23万头，较去年同期增长6.46%；累计销售收入33.42亿元，较去年同期下降8.26%。 ...

Core Viewpoint - TianKang Biological announced its sales performance for September 2025, showing a mixed trend in sales volume and revenue, indicating potential challenges in the market [1] Sales Performance - In September 2025, the company sold 266,900 pigs, representing a month-on-month increase of 1.18% but a year-on-year decrease of 5.25% [1] - The sales revenue for the same month was 384 million yuan, reflecting a month-on-month growth of 1.05% but a year-on-year decline of 27.95% [1] Cumulative Sales Data - From January to September 2025, the total sales volume reached 2,282,300 pigs, which is a 6.46% increase compared to the same period last year [1] - The cumulative sales revenue for the first nine months was 3.342 billion yuan, showing an 8.26% decrease year-on-year [1] Pricing Information - The average selling price of commercial pigs (excluding piglets and breeding pigs) was 12.17 yuan per kilogram, which represents a month-on-month decrease of 4.85% [1]

Core Viewpoint - TianKang Biological announced its sales performance for September 2025, indicating a mixed trend in sales volume and revenue, with a slight increase in sales volume month-on-month but a decline year-on-year, alongside a significant drop in revenue compared to the previous year [1] Sales Performance Summary - In September 2025, the company sold 266,900 pigs, representing a month-on-month increase of 1.18% but a year-on-year decrease of 5.25% [1] - The sales revenue for September 2025 was 384 million yuan, showing a month-on-month increase of 1.05% but a year-on-year decline of 27.95% [1] - Cumulatively, from January to September 2025, the company sold 2.2823 million pigs, which is a 6.46% increase compared to the same period last year [1] - The cumulative sales revenue for the first nine months of 2025 was 3.342 billion yuan, reflecting an 8.26% decrease year-on-year [1] Pricing Summary - The average selling price of commercial pigs (excluding piglets and breeding pigs) was 12.17 yuan per kilogram, which represents a month-on-month decrease of 4.85% [1]

Core Insights - The animal vaccine sector has seen a rise of 1.93%, ranking fourth among concept sectors in terms of growth, with 17 stocks increasing in value, led by TianKang Biological, BioShares, and Hengtong Holdings, which rose by 7.52%, 4.42%, and 4.24% respectively [1][2] - The sector experienced a net inflow of 178 million yuan from main funds, with 14 stocks receiving net inflows, and 6 stocks exceeding 10 million yuan in net inflows, with BioShares leading at 64.02 million yuan [2][3] - The top three stocks by net inflow ratio were HaiZheng Pharmaceutical, KeQian Biological, and TianKang Biological, with net inflow ratios of 13.58%, 10.61%, and 8.79% respectively [3][4] Sector Performance - The animal vaccine sector's performance is highlighted by the significant gains of key stocks, with TianKang Biological showing the highest increase at 7.52% and BioShares following closely at 4.42% [1][2] - The overall market sentiment for the animal vaccine sector appears positive, as indicated by the net inflow of funds and the number of stocks experiencing gains [2][3] Fund Flow Analysis - The main funds have shown a strong interest in the animal vaccine sector, with a total net inflow of 178 million yuan, indicating robust investor confidence [2][3] - The stocks with the highest net inflow include BioShares, TianKang Biological, and HaiZheng Pharmaceutical, suggesting these companies are currently favored by investors [3][4]

Group 1 - The corn concept index rose by 1.71%, ranking 8th among concept sectors, with 32 stocks increasing in value, led by Tiankang Biological, Xiamen Xiangyu, and Xinghuo Technology, which rose by 7.52%, 5.32%, and 3.75% respectively [1][2] - The corn concept sector saw a net inflow of 0.28 billion yuan from main funds, with 13 stocks receiving net inflows, the highest being Tiankang Biological with a net inflow of 50.81 million yuan [2][3] - The top three stocks by net inflow ratio in the corn concept were *ST Wanfang, Xin'an Shares, and Tiankang Biological, with net inflow ratios of 11.40%, 11.20%, and 8.79% respectively [3][4] Group 2 - The concept sectors with the highest daily gains included the Armament Restructuring Concept at 4.83% and the 2025 Q3 Report Pre-increase at 3.44%, while the National Big Fund Holdings saw a decline of 5.04% [2] - The corn concept was among the top gainers, alongside sectors like Animal Vaccines and Glyphosate, which rose by 1.93% and 1.92% respectively [2][5] - The trading volume and turnover rates for leading stocks in the corn concept indicate active trading, with Tiankang Biological showing a turnover rate of 5.67% [3][4]

Group 1 - The pork concept sector rose by 1.60%, ranking 10th among concept sectors, with 29 stocks increasing in value, including Aonong Biological which hit the daily limit, and Tian Kang Biological, Guangming Meat, and Lihua Co., which rose by 7.52%, 5.57%, and 3.52% respectively [1] - The main capital inflow into the pork concept sector was 306 million yuan, with 16 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 10 million yuan. The leading stock in net inflow was Muyuan Foods with 151 million yuan, followed by Aonong Biological, Tian Kang Biological, and Guangming Meat [2] - The net inflow ratios for Aonong Biological, Guangming Meat, and Tian Kang Biological were 24.19%, 11.36%, and 8.79% respectively, indicating strong investor interest in these stocks [3] Group 2 - The top gainers in the pork sector included Aonong Biological with a daily increase of 10.04%, Tian Kang Biological at 7.52%, and Guangming Meat at 5.57%, while stocks like Bangji Technology, Jinxinnong, and Zhengbang Technology experienced declines [4][5] - The trading volume and turnover rates for key stocks in the pork sector were notable, with Muyuan Foods at a turnover rate of 1.44%, Aonong Biological at 6.84%, and Tian Kang Biological at 5.67% [3][4]

Group 1 - The pork concept sector rose by 1.60%, ranking 10th among concept sectors, with 29 stocks increasing in value, including Aonong Biological, which hit the daily limit, and Tian Kang Biological, Guangming Meat, and Lihua Co., which rose by 7.52%, 5.57%, and 3.52% respectively [1][2] - The pork concept sector saw a net inflow of 306 million yuan from main funds, with 16 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow, led by Muyuan Foods with a net inflow of 151 million yuan [2][3] - Aonong Biological, Guangming Meat, and Tian Kang Biological had the highest net inflow ratios of main funds at 24.19%, 11.36%, and 8.79% respectively [3][4] Group 2 - The top-performing stocks in the pork concept sector included Aonong Biological, which increased by 10.04%, and Tian Kang Biological, which rose by 7.52% [3][4] - Stocks such as Bangji Technology, Jinxinnong, and Zhengbang Technology experienced declines, with decreases of 0.40%, 0.39%, and 0.33% respectively [1][2] - The trading volume and turnover rates for stocks in the pork sector varied, with Muyuan Foods showing a turnover rate of 1.44% and a slight increase of 0.70% [3][4]