经济观察网2026年1月30日，正邦科技（002157）发布2025年度业绩预告，预计2025年净利润亏损4.7亿 元至6亿元，同比下降317.19%至377.26%；扣除非经常性损益后的净利润亏损5亿元至6.3亿元，同比下 降50.35%至89.44%。 ...

（原标题：正邦科技(002157.SZ)预计2025年度净亏损4.7亿元–6亿元 同比盈转亏） 期内，公司归属于上市公司股东的净利润、扣除非经常性损益后的净利润同比均有所下降，主要系国内 生猪市场价格波动所致。 1、报告期内，随着公司业务逐步恢复，生猪业务出栏规模实现大幅提升，公司生猪出栏853.69万头， 较上年同期增长105.87%，生猪销售收入84.79亿元，单头销售价格993.17元，较上年同期下降约290元/ 头。1)仔猪业务：报告期内，仔猪出栏479.87万头，较上年同期增长122.99%，单头销售价格397.98元， 较上年同期下降约30元/头;2)商品猪业务：报告期内，商品猪出栏373.82万头，较上年同期增长 87.41%，销售均价6.63元/斤，较上年同期下降1.58元/斤，对应单头售价较上年同期下降约450元。3)第 四季度经营业绩影响因素分析：第四季度，公司业务恢复持续深化，出栏规模得到有效提升，单季度销 量创年内新高。与此同时，国内生猪市场价格大幅下滑，其中，仔猪销售价格较前三季度均价下降 237.95元/头，商品猪销售价格较前三季度均价下降1.33元/斤，导致公司四季度出现较大亏损 ...

Core Viewpoint - The company, Zhengbang Technology, is forecasting a significant net loss for the year 2025, primarily due to fluctuations in the domestic pig market prices, contrasting with a profit in the previous year [1] Group 1: Financial Performance - The company expects a net loss of between 470 million to 600 million yuan for 2025, compared to a profit of 216.4 million yuan in the same period last year [1] - The anticipated non-recurring net loss for 2025 is projected to be between 500 million to 630 million yuan, compared to a loss of 332.55 million yuan in the previous year [1] Group 2: Business Operations - The company reported a significant increase in pig production, with a total of 8.5369 million pigs marketed, representing a 105.87% increase year-on-year [2] - The sales revenue from pig sales reached 8.479 billion yuan, with an average selling price of 993.17 yuan per pig, which is a decrease of approximately 290 yuan per pig compared to the previous year [2] - The company sold 4.7987 million piglets, a 122.99% increase year-on-year, with an average selling price of 397.98 yuan per piglet, down about 30 yuan per piglet from the previous year [2] - The company sold 3.7382 million market pigs, an 87.41% increase year-on-year, with an average selling price of 6.63 yuan per jin, down 1.58 yuan per jin compared to the previous year, leading to a decrease of about 450 yuan per pig [2] Group 3: Market Conditions - The fourth quarter saw a significant decline in domestic pig market prices, with piglet prices dropping by 237.95 yuan per pig compared to the average of the previous three quarters, and market pig prices decreasing by 1.33 yuan per jin [2] - The company experienced substantial losses in the fourth quarter due to these price declines, despite achieving record sales volume for the quarter [2] Group 4: Accounting Adjustments - The company has made provisions for expected credit losses on receivables and impairment provisions for certain inventories and fixed assets, in accordance with accounting standards and a cautious approach [2]

每经AI快讯，1月30日，正邦科技（002157）(002157.SZ)公告称，预计2025年归属于上市公司股东的净 利润为亏损4.70亿元至6.00亿元，上年同期盈利21,640.21万元，同比转亏。报告期内，随着公司业务逐 步恢复，生猪业务出栏规模实现大幅提升，公司生猪出栏853.69万头，较上年同期增长105.87%，生猪 销售收入84.79亿元，单头销售价格993.17元，较上年同期下降约290元/头。 ...

正邦科技公告称，2025年预计归属于上市公司股东的净利润亏损4.7亿元–6亿元，较上年同期盈利2.16亿 元下降317.19%–377.26%；扣非后净利润亏损5亿元–6.3亿元，较上年同期亏损3.33亿元下降50.35%– 89.44%。业绩下降主因国内生猪市场价格波动，公司出栏853.69万头，较上年同期增长105.87%，生猪 销售收入84.79亿元，但单头售价下降。此外，公司还对相关资产计提减值准备。 ...

2、业绩预告情况：预计净利润为负值 证券代码：002157 证券简称：正邦科技 公告编号：2026--003 江西正邦科技股份有限公司 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 | 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:47,000 | 万元–60,000 | 万元 | 盈利：21,640.21 | 万元 | | | 比上年同期下降：317.19%–377.26% | | | | | | 扣除非经常性损 益后的净利润 | 亏损：50,000 | 万元–63,000 | 万元 | 亏损：33,255.29 | 万元 | | | 比上年同期下降：50.35%–89.44% | | | | | | 基本每股收益 | 亏损：0.0508 元/股 | 元/股–0.0649 | | 盈利：0.0234 | 元 ...

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]

Group 1 - The aquaculture sector increased by 0.38% on January 28, with Xiaoming Co. leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] - Xiaoming Co. saw a closing price of 21.63, with a rise of 10.41%, and a trading volume of 224,700 shares, amounting to a transaction value of 468 million yuan [1] Group 2 - The main funds in the aquaculture sector had a net inflow of 163 million yuan, while retail funds had a net inflow of 149 million yuan [2] - The stock "Wens Foodstuffs" had a significant trading volume of 713,100 shares, with a transaction value of 1.089 billion yuan, but experienced a slight decline of 0.52% [2] - The stock "Xiaoming Co." had a net inflow of 20.89 million yuan from main funds, while retail funds showed a net outflow of 7.58 million yuan [3]

证券日报网讯 1月26日，正邦科技在互动平台回答投资者提问时表示，双胞胎资产注入方案请关注公司 后续披露的相关公告。 （文章来源：证券日报） ...

Group 1 - The core point of the article is that Zhengbang Technology reported a total of 168,000 shareholders as of January 20, 2026 [2]