证券日报网讯 1月14日，海大集团在互动平台回答投资者提问时表示，公司采取"本地生产、本地销 售"的深度本地化模式，有效缩短了物流半径。 （文章来源：证券日报） ...

Core Viewpoint - Haida Group emphasizes a comprehensive approach to pricing, taking into account various factors such as raw material costs, production costs, industry pricing, market conditions, supply and demand, market position, expected trends, product categories, and sales trends [2] Pricing Strategy - The company primarily employs a cost-plus pricing model, where it adds an expected profit margin to the sales cost of each ton of feed products after considering the aforementioned factors [2] - Prices are adjusted based on fluctuations in raw material prices, ensuring that the pricing remains aligned with market dynamics [2]

（文章来源：证券日报） 证券日报网讯 1月14日，海大集团在互动平台回答投资者提问时表示，公司致力于向客户提供安全优质 的产品，同时建立长期的信任和忠诚度。目前已建立以区域为重点的销售网络，将本地生产与技术服务 结合，以满足主要市场养殖户的需求。 ...

Group 1: Transportation Industry - The geopolitical situation may usher in an "oil transportation era," driven by U.S. sanctions on Venezuela and Iran, which have significantly reduced oil exports from these countries [2][7][10] - In the short term, Venezuela's oil exports are expected to be limited due to transportation blockades, translating to a demand equivalent to 19 VLCCs (Very Large Crude Carriers) [8] - If U.S. sanctions are lifted, Venezuela's oil exports could reach a historical peak of 2.4 million barrels per day, requiring 141 VLCCs [8] - For Iran, if domestic unrest escalates, oil trade demand may shift to compliant suppliers, equating to a need for 38 VLCCs [9] - The shadow fleet has allowed Russia to maintain oil exports despite sanctions, with potential increases in demand for VLCCs depending on geopolitical developments [10] Group 2: Agriculture and Livestock Industry - The pig farming sector is experiencing a slight recovery, with prices stabilizing around 12.7 yuan/kg, although production capacity is still under pressure [12][13] - The industry is seeing a shift towards protecting farmers' rights and encouraging innovation, which may lead to a more favorable pricing environment for pigs [13] - The chicken industry faces ongoing challenges with high production and weak consumption, but leading companies may gain market share [14] - The feed sector is witnessing price increases, particularly for special water fish, indicating potential growth opportunities for companies like Haida Group [15][16] Group 3: Real Estate Industry - The real estate sector has seen a 5.1% increase, with new housing transactions in 42 key cities totaling 137 million square meters, a 46.7% decrease from the previous period [23][24] - The government is expanding public rental housing and relaxing housing fund policies to stimulate demand [25] - The market sentiment is improving, with potential for a new wave of value reassessment among Hong Kong developers [27]

Market Overview - The feed sector increased by 0.22% on January 14, with Petty Co. leading the gains [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Key Performers in the Feed Sector - Petty Co. (300673) closed at 19.15, up 4.42%, with a trading volume of 147,100 shares and a transaction value of 278 million [1] - Jin Xin Nong (002548) closed at 6.40, up 1.75%, with a trading volume of 456,200 shares and a transaction value of 291 million [1] - Guai Bao Pet (301498) closed at 68.50, up 1.47%, with a trading volume of 56,600 shares and a transaction value of 390 million [1] Capital Flow Analysis - The feed sector experienced a net outflow of 89.6645 million from institutional investors, while retail investors saw a net inflow of 66.2951 million [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Guai Bao Pet (301498) had a net inflow of 19.8055 million from institutional investors, but a net outflow of 1.66916 million from retail investors [3] - Hai Da Group (002311) saw a net inflow of 12.0345 million from institutional investors, while retail investors had a net inflow of 470.27 thousand [3] - Petty Co. (300673) had a net inflow of 10.0145 million from institutional investors, but retail investors experienced a net outflow of 746.07 thousand [3]

Group 1 - The core viewpoint of the article emphasizes the importance of policies aimed at boosting consumption, highlighting the collaboration between business and financial sectors to enhance consumer spending [1][2] - The China Securities Major Consumption Index, which focuses on the consumption sector, has an average free float market capitalization exceeding 600 billion yuan, reflecting the overall performance of major consumption stocks in the A-share market [2][3] - The index includes 38 sample stocks, with a free float market capitalization ranging from 36.47 billion yuan to 8,885.48 billion yuan, indicating significant growth potential in the consumption sector [2][4] Group 2 - The index is heavily concentrated in the food and beverage sector, with a weight of 67.62%, and agriculture, forestry, animal husbandry, and fishery at 28.42%, together covering over 96% of the index's weight [4][5] - The top ten stocks in the index are supported by leading companies such as Kweichow Moutai, Yili, and Wuliangye, which have strong brand recognition and stable cash flows [5][6] - The ongoing policy support for consumption is expected to enhance the long-term value and growth potential of the consumption sector, making the China Securities Major Consumption Index a quality benchmark for investing in core consumption assets [7]

企查查APP显示，近日，湖北华海科技有限公司成立，注册资本2.4亿元，经营范围包含：农业科学研 究和试验发展；水产苗种销售；生物农药技术研发；渔业加工废弃物综合利用等。企查查股权穿透显 示，该公司由海大集团（002311）等共同持股。 （原标题：海大集团等在湖北成立科技公司，注册资本2.4亿） ...

格隆汇1月14日丨海大集团(002311.SZ)在投资者互动平台表示，公司在东南亚市场针对养殖产业链布 局。技术上通过种苗－饲料－动保联动，实现从源头到终端的效能最大化。服务上，一体化模式将单一 产品供应升级为一站式解决方案。成本上，依托全链条资源整合实现集中采购与当地采购，降低边际成 本并提升抗风险能力。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 2026年1月12日，公司收到海大控股的通知，海大控股于当日向香港联交所递交了首次公开发行股票并 在香港联交所主板上市的申请文件（以下统称"A1文件"），且刊登于香港联交所网站 （https://www.hkex.com.hk）。 海大控股本次分拆上市的A1文件是按照香港证券及期货事务监察委员会（以下简称"香港证监会"）和 香港联交所的要求编制和刊发，为草拟版本，并未定稿，且A1文件所载资料和信息可能会适时作出更 新及修订。 三、风险提示 自《分拆预案》披露以来，公司稳步有序推进海大控股本次分拆上市的相关工作，截至本公告披露日， 本次分拆上市仍在推进过程中，尚需通过香港证监会、香港联交所的审核及取得相关部门的批准或同 意，能否以及何时通过或取得该等审核、批准或同意均存在不确定性，敬请广大投资者注意投资风险。 公司将按照相关法律、法规、部门规章、规范性文件及深圳证券交易所相关业务规则的要求，继续对本 次分拆上市的进展情况及时履行信息披露义务。 特此公告。 广东海大集 ...

2026年1月12日，分拆自海大集团(002311.SZ)的海大国际控股有限公司 Haid International Holdings Limited(以下简称"海大国际")在港交所递交招股书，拟香 港主板IPO上市。 海大国际招股书链接： https://www1.hkexnews.hk/app/sehk/2026/108067/documents/sehk26011200895_c.pdf 主要业务 海大国际，作为一家技术驱动型的全球化农业企业，于2012年收购越南海外工厂而正式开展业务，凭藉公司在技术、产品及服务方面的核心竞争优势，以 饲料业务为基石，为畜牧行业全价值链提供全面的综合解决方案。公司的核心市场为亚洲(不含东亚，下同)、非洲及拉丁美洲。 根据弗若斯特沙利文的资料，于2024年按产量计，海大国际是亚洲第二大水产料供货商，水产料产量达100万吨，也是越南第三大饲料供货商，饲料产品 产量达170万吨。 海大国际通过涵盖饲料、种苗与动保的整套产品与服务，全面满足养殖业领域的各种需求，基于严格研发提供专业化产品，并为本土化养殖及运营效率提 供深度支持。 饲料业务：是公司的主要产品，提供科学配比的饲料 ...