登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002124 证券简称：天邦食品 公告编号：2026-003 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大 遗漏。 一、本期业绩预计情况 本公司已就业绩预告有关事项与负责公司年报审计的会计师事务所进行了预沟通，公司与会计师事务所 在本次业绩预告方面不存在重大分歧。本次业绩预告未经会计师事务所审计。 三、业绩变动原因说明 公司预计2025年归属于上市公司股东的净利润为亏损11.1亿元至13.1亿元，主要原因如下： 1、2025年全年实现商品猪销售666.35万头（其中仔猪239.36万头），销售头数同比增长11.21%（剔除 仔猪后头数增长8.7%）。报告期内，公司持续推进各项降本增效举措，有效降低了生产成本，但2025 年商品猪销售均价仅为14.65元/公斤，较去年同期销售均价17.84元/公斤下降17.85%。 2、2025年公司总计计提利息费用约3.5亿元，因未满产或空置猪场产生的费用约为3.25亿元，两项费用 合计减少当期利润总额约6.75亿元，分摊到2025年度出栏商品猪的头均费用约为101元/头 ...

（文章来源：证券日报） 证券日报网讯 1月30日，天邦食品发布公告称，公司预计2025年归属于上市公司股东的净利润为-111， 000万元至-131，000万元，上年同期盈利145，852.87万元。 ...

证券代码：002124 证券简称：天邦食品 公告编号：2026-004 天邦食品股份有限公司 关于 2025 年度拟计提资产减值准备的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或者重大遗漏。 天邦食品股份有限公司（以下简称"公司"）根据《深圳证券交易所股票上 市规则》《深圳证券交易所上市公司自律监管指南第1号——业务办理》《企业 会计准则》等相关规定，2025年度拟对可能发生资产减值损失的相关资产计提资 产减值准备76,103万元至93,763万元。 本次拟计提的资产减值准备已与公司聘请的评估机构和审计机构进行了初步 的沟通，最终计提资产减值准备金额将由相关中介机构出具正式报告确定。具体 情况如下： 一、本次拟计提资产减值准备情况概述 公司根据《企业会计准则》及会计政策的相关规定，为真实、公允地反映公 司截至2025年12月31日的财务状况及经营成果，本着谨慎性原则，对存在减值迹 象的资产进行分析、评估并进行减值测试。拟对可能发生资产减值损失的相关资 产计提减值准备，预计2025年全年计提资产减值准备金额合计约为76,103万元至 93,763万元，本次计提资产 ...

天邦食品公告称，预计2025年归属于上市公司股东的净利润亏损11.1亿 - 13.1亿元，上年同期盈利14.59 亿元。2025年商品猪销售666.35万头，销售头数同比增11.21%，但销售均价14.65元/公斤，同比降 17.85%。此外，计提利息和猪场费用共减少利润总额约6.75亿元，拟计提资产减值准备减少利润总额 7.61亿 - 9.38亿元。公司处预重整阶段，是否进入重整程序及重整是否成功、股票是否被实施退市风险 警示或终止上市均不确定。 ...

证券代码：002124 证券简称：天邦食品 公告编号：2026-003 天邦食品股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或者重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日（以下简称为"报告期内"）。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 | 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：111,000 | 万元 | –131,000 | 万元 | 盈利 | 145,852.87 | 万元 | | 扣除非经常性损益 后的净利润 | 亏损：125,000 | 万元 | –145,000 | 万元 | 盈利 | 25,693.27 | 万元 | | 基本每股收益 | 亏损：0.50 — | 元/股 | 0.59 | 元/股 | 盈利 0.66 | 元/股 | | 二、与会计师事务所沟通 ...

从资金流向上来看，当日养殖业板块主力资金净流入2.53亿元，游资资金净流出1.71亿元，散户资金净流 出8215.54万元。养殖业板块个股资金流向见下表： 证券之星消息，1月29日养殖业板块较上一交易日上涨1.85%，福成股份领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600965 | 福成股份 | 6.46 | 5.38% | 34.73万 | | 2.23亿 | | 002714 | 牧原股份 | 46.33 | 2.64% | 61.78万 | | 28.24亿 | | 603477 | 巨星农牧 | 17.74 | 2.42% | 12.24万 | | 2.16亿 | | 300498 | 温氏股份 | 15.55 | 1.97% | 62.78万 | | 9.68亿 | | 301116 | 益客食品 | 11.73 | 1.91% | ...

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 ...

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]

格隆汇1月13日丨天邦食品(002124.SZ)在投资者互动平台表示，目前公司无股票回购计划，未来如有相 关计划将严格按照深交所相关规则及时履行披露义务。 ...