从资金流向上来看，当日饲料板块主力资金净流出1.1亿元，游资资金净流入2450.87万元，散户资金净流 入8597.09万元。饲料板块个股资金流向见下表： 证券之星消息，1月29日饲料板块较上一交易日上涨2.24%，金新农领涨。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%。饲料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) | | | --- | --- | --- | --- | --- | --- | --- | | 002548 | 金新农 | 6.93 | 6.29% | 84.64万 | | 5.73亿 | | 002311 | 海大集团 | 51.90 | 3.37% | 14.14万 | | 7.27亿 | | 002385 | 大北农 | 4.42 | 2.79% | 374.89万 | | 16.55 Z | | 603363 | 傲农生物 | 4.15 | 2.22% | 56.80万 | | 2.35亿 | | 000702 | 正虹科技 | 6.97 | 1.75% | 8.07万 ...

证券之星消息，1月28日饲料板块较上一交易日下跌0.3%，百洋股份领跌。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%。饲料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) | | --- | --- | --- | --- | --- | --- | | 002696 | 百洋股份 | 7.57 | -3.32% | 13.12万 | 1.01亿 | | 603363 | 傲农生物 | 4.06 | -2.64% | 57.03万 | 2.33亿 | | 300673 | 佩蒂股份 | 17.89 | -2.51% | 6.39万 | 1.15亿 | | 688156 | 路德科技 | 18.88 | -2.48% | 2.56万 1 | 4879.64万 | | 301498 | 乖宝宠物 | 67.07 | -2.02% | 2.89万 | 1.94亿 | | 001366 | 播恩集团 | 13.88 | -1.98% | 2.96万 | 4125.46万 | | 002891 | 中宠股份 | 49 ...

上市企业：新希望（000876）,海大集团（002311）,通威股份（600438）,大北农（002385）,粤海饲料 （001313） 相关报告：智研咨询发布的《2026-2032年中国饲料行业市场调查研究及发展前景展望报告》 2020-2025年中国饲料产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年12月中国饲料产量为3009万吨，同比增长3.9%；2025年中国饲料累 计产量为33908.3万吨，累计增长6%。 ...

资金面上看，今日动物疫苗概念板块获主力资金净流出0.49亿元，其中，10股获主力资金净流出，6股 主力资金净流出超千万元，净流出资金居首的是大北农，今日主力资金净流出4489.02万元，净流出资 金居前的还有亨通股份、贤丰控股、海利生物等，主力资金分别净流出4353.33万元、1411.00万元、 1393.13万元。今日主力资金净流入居前的概念股有海正药业、金河生物、科兴制药等，主力资金分别 净流入2868.39万元、1781.93万元、1457.47万元。 动物疫苗概念资金流出榜 截至1月27日收盘，动物疫苗概念下跌2.76%，位居概念板块跌幅榜前列，板块内，东方生物、贤丰控 股、瑞普生物等跌幅居前，股价上涨的有3只，涨幅居前的有生物股份、海正药业、亨通股份等，分别 上涨2.04%、1.10%、0.50%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 培育钻石 | 3.31 | 动物疫苗 | -2.76 | | 汽车芯片 | 3.26 | 禽流感 | -2.03 | | 国家大基金持股 | 3.18 ...

证券之星消息，1月27日饲料板块较上一交易日下跌1.85%，佩蒂股份领跌。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。饲料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) | | | --- | --- | --- | --- | --- | --- | --- | | 002548 | 金新农 | 6.49 | 2.69% | 84.57万 | | 5.38 Z | | 002696 | 自洋股份 | 7.83 | 0.38% | 11.90万 | | 9271.72万 | | 603668 | 天马科技 | 15.62 | 0.06% | 7.20万 | | 1.11亿 | | 688156 | 路德科技 | 19.36 | 0.00% | - 3.02万 | | 5787.63万 | | 002100 | 天康生物 | 7.15 | -0.42% | 41.13万 | | 2.93亿 | | 603151 | 邦基科技 | 19.09 | -0.83% | 2.67万 | | 5099.46万 | ...

1月27日，大北农盘中下跌2.15%，截至10:08，报4.10元/股，成交2.85亿元，换手率1.95%，总市值 176.30亿元。 资金流向方面，主力资金净流出1913.03万元，特大单买入2989.47万元，占比10.48%，卖出4135.39万 元，占比14.50%；大单买入6605.72万元，占比23.16%，卖出7372.82万元，占比25.84%。 资料显示，北京大北农科技集团股份有限公司位于北京市海淀区苏家坨镇澄湾街19号院大北农凤凰国际 创新园，成立日期1994年10月18日，上市日期2010年4月9日，公司主营业务涉及饲料产品的生产、销售 和农作物种子产品的培育与推广。主营业务收入构成为：饲料产品63.42%，养猪产品25.08%，其他产 品5.70%，种业产品3.52%，植保产品1.07%，兽药产品0.65%，疫苗产品0.56%。 大北农今年以来股价涨2.50%，近5个交易日涨0.74%，近20日涨2.24%，近60日涨0.24%。 分红方面，大北农A股上市后累计派现40.68亿元。近三年，累计派现7.92亿元。 机构持仓方面，截止2025年9月30日，大北农十大流通股东中，国泰中证畜牧 ...

证券之星消息，1月26日饲料板块较上一交易日上涨1.12%，唐人神领涨。当日上证指数报收于4132.61， 下跌0.09%。深证成指报收于14316.64，下跌0.85%。饲料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) | | --- | --- | --- | --- | --- | --- | | 002567 | 唐人神 | 4.51 | 5.13% | 104.71万 | 4.61亿 | | 001313 | 刻思想 | 8.04 | 2.81% | 15.84万 | 1.26亿 | | 002385 | 大北农 | 4.19 | 2.70% | 228.56万 | 9.48 6 | | 002891 | 中宠股份 | 50.74 | 2.46% | 8.26万 | 4.24亿 | | 002100 | 天康生物 | 7.18 | 1.99% | 40.24万 | 2.86亿 | | 002311 | 海大集团 | 51.92 | 1.74% | 12.77万 | 6.57亿 | | 000702 | 正虹科技 | 7.00 | 0.72% | ...

动物疫苗概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600201 | 生物股 份 | 4.50 | 5.08 | 10015.22 | 9.87 | | 002385 | 大北农 | 2.70 | 6.49 | 4265.78 | 4.50 | | 002688 | 金河生 物 | 5.95 | 9.28 | 4125.08 | 8.93 | | 002100 | 天康生 物 | 1.99 | 2.95 | 3648.45 | 12.76 | | 688526 | 科前生 物 | 6.78 | 2.92 | 3381.64 | 14.32 | | 600267 | 海正药 业 | 3.40 | 2.76 | 2083.60 | 5.83 | | 300119 | 瑞普生 | 5.20 | 5.97 | 1831.19 | 4.34 | 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 ...

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights the strengthening of pork prices as the breeding stock decreases to 35.61 million heads by the end of December, indicating a bullish trend in the market [1][2] - The report emphasizes the importance of the seed industry revitalization action, which has made significant progress in enhancing seed security and promoting domestic seed usage [1][12] - The commercialization of genetically modified crops is expected to accelerate, contributing to higher self-sufficiency rates in key varieties [1][12] Summary by Sections Planting Industry - The Ministry of Agriculture and Rural Affairs has reported progress in the seed industry revitalization action, with a focus on policy support, funding, and institutional guarantees [1][12] - Key companies recommended for investment include Beidahuang and Suqian Agricultural Development, as well as leading seed companies like Dabeinong and Longping High-Tech [1][12] Pig Farming - The average price of live pigs is reported at 12.99 CNY/kg, with a week-on-week increase of 2.27% [2][13] - The breeding stock of sows is at 39.61 million heads, showing a year-on-year decrease of 2.9% [2][13] - Recommended companies in the pig farming sector include Lihua Co., Muyuan Foods, and Shuanghui Development [5][13] Feed and Veterinary - The average price of pig feed is 2.65 CNY/kg, reflecting a week-on-week increase of 0.38% [52] - Companies in the feed sector such as Haida Group and veterinary companies like Jinhai Biological and Zhongmu Co. are expected to benefit [5][13]

Core Insights - The report indicates a rebound in pig prices, with the average price for lean pigs at 13.09 CNY/kg as of January 23, reflecting a 4.8% week-on-week increase, although down 17.6% year-on-year. The industry is returning to profitability, with self-breeding operations reportedly earning about 40 CNY per head [2][10] - The report highlights a significant increase in the price of piglets, which rose to 353 CNY/head, a 7% increase week-on-week, suggesting a positive outlook among farmers for pig prices in the second half of the year [2][10] - The report recommends major breeding companies such as Wens Foodstuffs Group and Muyuan Foods, while also highlighting potential in smaller firms like Tiankang Biological and Shennong Group [2][10] Livestock Farming - The average price of white feather chickens is reported at 3.7 CNY/jin, down 1.3% week-on-week, with supply concerns due to avian influenza affecting imports from France [2][10] - The dairy sector shows a slight increase in fresh milk prices to 3.03 CNY/kg, up 0.3% week-on-week, while some regions report prices rebounding to 3.3-3.4 CNY/kg [2][11] - The report notes that the supply of beef is expected to tighten due to new import tariffs, which may lead to increased domestic beef prices and improved earnings for companies like Yurun Food and Modern Farming [2][11] Feed and Animal Health - The report indicates a continued upward trend in aquaculture prices, driven by supply-demand imbalances and seasonal factors, which may benefit feed demand in the short term [2][12] - The feed industry remains competitive, with leading companies expected to gain market share due to their comprehensive advantages [2][12] - The report suggests that leading animal health companies are expanding into pet healthcare, with growth potential in pet vaccines and pharmaceuticals [2][12] Agricultural Sector Performance - The agricultural sector outperformed the market by 1 percentage point, with the sector rising by 0.4% while the CSI 300 index fell by 0.6% [2][18] - Sub-sectors such as planting, agricultural processing, and fisheries showed notable gains, with increases of 4.1%, 4.0%, and 2.9% respectively [2][18] Agricultural Product Prices - The report tracks significant price movements in agricultural products, noting a 4.8% increase in pig prices and a 1.3% decrease in chicken prices [2][20] - The report also highlights the current prices of corn at 2375 CNY/ton, up 0.5% week-on-week, and soybean meal at 3194 CNY/ton, down 0.1% [2][44][53] - The report indicates that the price of wheat has also increased by 0.5% to 2527 CNY/ton [2][55]