| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600596 | 新安股份 | -3.48 | 3.74 | -5137.51 | | 002215 | 诺普信 | 0.46 | 2.02 | -1973.14 | | 600141 | 兴发集团 | 0.03 | 2.61 | -1458.79 | | 301035 | 润丰股份 | -0.98 | 0.48 | -1269.82 | | 603077 | 和邦生物 | 0.00 | 1.73 | -1248.66 | | 600389 | 江山股份 | -1.49 | 1.93 | -1095.83 | | 002258 | 利尔化学 | -2.79 | 4.12 | -657.35 | | 300927 | 江天化学 | 0.58 | 2.71 | -418.59 | | 000525 | 红太阳 | 0.36 | 1.54 | -378.64 | | 301665 | 泰禾股份 | 0.52 | 5.82 | -346.53 | | 603 ...

证券日报网讯1月9日，诺普信（002215）在互动平台回答投资者提问时表示，公司已确立"爱莓庄"为核 心主品牌，辅助培育了"迷迭蓝"等品牌，形成差异化矩阵。 ...

证券日报网讯1月9日，诺普信（002215）在互动平台回答投资者提问时表示，目前蓝莓出口业务主要以 东南亚地区为主，已经覆盖日本、新加坡等地区，同时，也在老挝布局蓝莓种植，当前正在建园。 ...

格隆汇1月9日丨诺普信(002215.SZ)在投资者互动平台表示，目前蓝莓出口业务主要以东南亚地区为 主，已经覆盖日本、新加坡等地区，同时，也在老挝布局蓝莓种植，当前正在建园。 ...

格隆汇1月9日丨诺普信(002215.SZ)在投资者互动平台表示，公司在海南布局了红心火龙果和燕窝果， 由独立子公司来运营。 ...

格隆汇1月9日丨诺普信(002215.SZ)在投资者互动平台表示，目前蓝莓出口业务主要以东南亚地区为 主，已经覆盖日本、新加坡等地区，同时，也在老挝布局蓝莓种植，当前正在建园。 ...

格隆汇1月9日丨诺普信(002215.SZ)在投资者互动平台表示，公司在海南布局了红心火龙果和燕窝果， 由独立子公司来运营。 ...

从资金流向上来看，当日种植业板块主力资金净流入1.48亿元，游资资金净流出3074.13万元，散户资金 净流出1.18亿元。种植业板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300189 神农种业 | | | 1.39 Z | 7.18% | 2302.18万 | 1.19% | -1.62 Z | -8.36% | | 601118 海南橡胶 | | | 1855.26万 | 3.57% | -1314.85万 | -2.53% | -540.41万 | -1.04% | | 002772 众兴菌业 | | | 1083.08万 | 7.27% | 235.50万 | 1.58% | -1318.58万 | -8.85% | | 002215 | 诺普信 | | 905.33万 | 4.92% | -883.18万 | -4.80% | -22.15万 | -0.12 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300189 | 神农种业 | 7.07 | -4.97% | 238.43万 | 16.77亿 | | 601118 | 海南橡胶 | 5.61 | -4.10% | 107.33万 | 6.05亿 | | 300970 | 华绿生物 | 20.10 | -2.00% | 10.79万 | 2.17亿 | | 002772 | 众兴菌业 | 14.33 | -1.78% | 11.23万 | 1.62亿 | | 600354 | 敦煌种业 | 6.44 | -0.46% | 32.55万 | 2.09亿 | | 600359 | 新农开发 | 7.12 | -0.42% | 7.83万 | 5592.63万 | | 600883 | 博園科技 | 8.04 | -0.25% | 4.03万 | 3266.20万 | | 600313 | 农发种业 | 6.43 | -0.16% | 34.16万 | 2.19亿 | | 600598 | 北大荒 ...

Investment Rating - The report recommends focusing on the cyclical turning points in the pig and beef farming sectors, highlighting companies like Muyuan Foods and WH Group as potential investments. The pet industry shows clear growth potential, with companies that integrate production, sales, and research expected to succeed, such as Zhongchong Co., Guibao Pet, and Petty Co. The planting sector also has significant growth potential, with recommendations for companies like Morning Light Bio and Noposion [11]. Core Insights - The pig farming sector is expected to face continued low prices in the first half of 2026, driven by both policy and cyclical factors, with a focus on cost improvement and growth potential in pig farming enterprises [2][15]. - The poultry sector is experiencing a recovery phase, with white chicken prices remaining low and yellow chicken demand potentially increasing due to promotional activities [3][37]. - The beef farming sector is characterized by a long production cycle, with supply-side contractions likely to drive prices upward, particularly from 2025 onwards [4][46]. - The feed and animal health sectors are expected to see growth in sales, with a focus on the competitive landscape and the impact of low profits on animal health demand [5][63]. - The planting sector is projected to see stable grain prices, driven by domestic control and innovation, with a focus on specialty crops and plant extracts [6][69]. Summary by Sections Pig Farming - Prices are expected to remain low in the first half of 2026, with a gradual increase in supply due to rising breeding sow inventories [15]. - Capacity policies and cyclical adjustments are leading to a continued reduction in production capacity, with a focus on cost reduction and debt management among pig farming companies [23][27]. - Companies like Muyuan Foods are highlighted for their cost improvements, with expectations of further reductions in production costs [29]. Poultry Farming - The white chicken industry is in a deep price slump, with recovery expected to take time, while yellow chicken prices may see slight recovery due to promotional efforts [32][37]. - Leading companies are improving their operational efficiencies to cope with low prices, which may enhance their performance when prices recover [33]. Beef Farming - The long production cycle and fragmented market structure of beef farming in China are significant factors, with supply reductions expected to lead to price increases starting in 2025 [41][46]. - The beef supply is projected to decrease in the latter half of 2025, with expectations of continued price increases through 2027 [47]. Feed and Animal Health - The feed sector is expected to see a recovery in sales, with high inventory levels in the livestock sector supporting growth [52]. - The animal health sector may face pressure due to low profits in the livestock sector, but there are opportunities for breakthroughs in key products [63][65]. Planting - Grain prices are expected to stabilize and rise, with a focus on domestic production and innovation in seed varieties [69][75]. - The planting sector is seeing a shift towards high-quality, innovative seed varieties, with companies like Kangnong Seed showing strong growth potential [87].