资金流向方面，生物经济（970038）指数成份股当日主力资金净流出合计12.49亿元，游资资金净流入 合计2.62亿元，散户资金净流入合计9.88亿元。成份股资金流向详情见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，2月2日，生物经济（970038）指数报收于2139.16点，跌2.99%，成交265.38亿元，换手 率2.97%。当日该指数成份股中，上涨的有2家，爱美客以1.01%的涨幅领涨，下跌的有48家，大北农以 10.02%的跌幅领跌。 生物经济（970038）指数十大成份股详情如下： ...

证券之星消息，2月2日饲料板块较上一交易日下跌2.43%，大北农领跌。当日上证指数报收于4015.75， 下跌2.48%。深证成指报收于13824.35，下跌2.69%。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) | | --- | --- | --- | --- | --- | --- | | 002385 | 大北农 | 4.13 | -10.02% | 444.20万 | 18.58亿 | | 603363 | 傲农生物 | 4.11 | -5.73% | 79.38万 | 3.31亿 | | 002548 | 金新农 | 6.45 | -3.87% | 50.12万 | 3.31亿 | | 603668 | 天马科技 | 14.85 | -3.70% | - 18.91万 | 2.83亿 | | 603151 | 邦基科技 | 19.19 | -3.62% | 6.80万 | 1.34亿 | | 002100 | 天康生物 | 7.02 | -3.31% | 39.48万 | 2.80亿 | | 920419 | 路斯股份 | 15.66 ...

证券日报网讯 2月2日，大北农（002385）在互动平台回答投资者提问时表示，公司经营稳健，秉承合 规经营的原则，严格遵守相关法律法规。 ...

此外，油气板块也出现跌停潮，中曼石油（603619）、准油股份（002207）、石化油服（600871）等多 股跌停。嘉实原油LOF、石油基金LOF、石油LOF、原油LOF易方达、中信保诚商品LOF、南方原油 LOF、大宗商品LOF、资源LOF、国投资源LOF等此前高溢价的场内资源品主题基金也集体跌停。 消息面上，国际油价持续下挫，美油、布油双双跌破5%，分别报61美元/桶和65美元/桶。据新华社报 道，美国总统特朗普1日对媒体表示，希望伊朗能与美国达成核协议，否则世界"很快就会看到"伊朗最 高领袖哈梅内伊的警告是否正确。 当天农业板块也跌幅居前，大北农（002385）、厦门象屿（600057）跌停，智慧农业、史丹利 （002588）等多股跟跌。 消息面上，2日下午，现货黄金一度失守4500美元/盎司，为1月9日以来首次，截至发稿跌至4528美元/ 盎司附近。现货白银也一度跌破72美元/盎司，日内跌超12%，现报72美元/盎司。贵金属市场的抛售情 绪显著扩散至其他品种。国内期货市场普跌，有超过10个期货品种主力合约封住或触及跌停，涉及黄 金、白银、铂、钯、铜、铝、镍、原油、碳酸锂等。 新湖期货认为，长期来看， ...

Investment Rating - Industry Rating: Recommended [3] Core Insights - The report highlights the implementation of a national seed market inspection for spring crops, focusing on key crops such as corn, soybeans, rice, cotton, potatoes, and vegetables. This initiative aims to ensure seed quality and combat counterfeit products, which is expected to enhance the planting industry chain [1][11]. - The report anticipates a continued acceleration in the commercialization of genetically modified (GM) seeds, which is crucial for improving self-sufficiency rates in key varieties. The upcoming central document is expected to catalyze the seed industry sector [1][11]. - In the pig farming sector, the average price of live pigs has decreased to 12.61 CNY/kg, reflecting a 2.91% week-on-week decline. This trend is attributed to seasonal consumption patterns and inventory adjustments post-holiday [2][12]. - The report suggests that the pig farming sector may see accelerated capacity reduction as it enters a traditional off-season for pork consumption, presenting potential investment opportunities [2][12]. Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs has initiated a seed market inspection to ensure the safety of seeds for spring production, focusing on major crops [1][11]. - The emphasis on GM technology is expected to revolutionize yield improvements and enhance self-sufficiency in key crops [1][11]. - Recommended stocks in the planting sector include Beidahuang and Suqian Agricultural Development, with a focus on companies with significant first-mover advantages in the seed industry such as Dabeinong and Longping High-Tech [1][11]. Pig Farming - The average price of live pigs is currently 12.61 CNY/kg, with a notable week-on-week decline of 2.91% due to seasonal factors and inventory management [2][12]. - The number of breeding sows has decreased to 39.61 million, reflecting a 2.9% year-on-year decline, indicating a trend towards capacity reduction [2][12]. - Recommended stocks in the pig farming sector include Lihua Agricultural, Muyuan Foods, and Shuanghui Development, among others [2][12]. Key Agricultural Product Data Tracking - Corn: The average price is 2377.26 CNY/ton, with a week-on-week increase of 0.32% [26]. - Wheat: The average price is 2529.67 CNY/ton, with a week-on-week increase of 0.18% [29]. - Soybeans: The average price is 4072.11 CNY/ton, remaining stable week-on-week [41]. - Cotton: The average price is 15750 CNY/ton, with a week-on-week increase of 0.56% [46]. Feed and Vitamin Prices - The average price of pig feed is 2.65 CNY/kg, stable week-on-week [53]. - Vitamin E averages 55.30 CNY/kg, reflecting a week-on-week increase of 1.47% [63].

Investment Rating - Industry rating: "Overweight" [2] Core Insights - The report highlights a significant drop in pig prices by 6% to 12.21 CNY/kg, while the price of white feather chicken products has increased to 9,400 CNY/ton [3][4] - The report indicates that the pig farming sector has been profitable for three consecutive weeks, with a profit of 25.1 CNY per head [3] - The report recommends continued investment in the pig farming sector, particularly in companies like Muyuan Foods, Tiankang Biological, Wens Foodstuff, and Lihua Agricultural [3] Summary by Sections Pig Farming - The average weight of pigs at slaughter has decreased to 127.86 kg, with the proportion of heavy pigs (over 150 kg) at 5.78% [3] - The price of two-yuan sows remains stable at 1,559 CNY/head, while the price of piglets has increased by 3.3% week-on-week [3] - The report anticipates a new wave of price declines post-Chinese New Year due to expected capacity reduction in the pig industry [3] Chicken Farming - The price of white feather chicken products has risen to 9,400 CNY/ton, reflecting a week-on-week increase of 1.6% [4] - Yellow feather chicken farming has been profitable for over five months, with an average price of 14.95 CNY/kg [4] - The report notes a historical high in the number of breeding stock for white feather chickens, with a total of 157.42 million sets updated in December 2025 [4] Cattle Industry - As of the end of 2025, the cattle stock in China has decreased by 8.6%, with expectations for prices to rise in the first half of 2026 [8] - The report suggests that the decline in cattle stock is a precursor to rising beef prices, with historical data supporting this trend [8] Pet Food Market - The pet market in China is projected to grow by 4.1% in 2025, reaching a total market size of 312.6 billion CNY [7] - The pet food market share has increased to 53.7%, with significant growth in core brands [7]

行 业 跟 踪 报 仔猪价格的秘密 [Table_Industry] 农业 [Table_Invest] 评级： 增持 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 林逸丹(分析师) | 021-38038436 | linyidan@gtht.com | S0880524090001 | | 王艳君(分析师) | 021-38674633 | wangyanjun2@gtht.com | S0880520100002 | | 巩健(分析师) | 021-23185702 | gongjian@gtht.com | S0880525040051 | 本报告导读： 仔猪价格存在清晰的历史规律。预计仔猪价格将继续上涨，并在 5/6 月份回落。26 年将迎来一轮大的去产能周期。并将主要在下半年，但股价预计将在上半年启动。 投资要点： [Table_Report] 相关报告 农业《玉米价格持续上涨，关注种植景气修复》 2026.01.25 农业《维持低配，β弱α强》2026.01.24 农业《猪价继续上涨，关注寒潮和腊月对价格影 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002385 证券简称：大北农 公告编号：2026-008 报告期内，公司继续强化经营管理，提升运营效率，有效降低运营成本，提升客户服务能力。2025年度 公司种子业务的销量、收入和净利润均实现增长；饲料和养猪业务的销量同比增长，但受市场环境及猪 价波动影响，导致盈利水平下降；此外，公司依据企业会计准则规定，于年末对长期股权投资、生物资 产、商誉等进行减值测试，受生猪市场价格低迷，以及被投资单位经营业绩未达预期等因素影响，导致 公司年末存栏生猪、长期股权投资及商誉的预计可变现净值或可收回金额低于账面价值。公司基于谨慎 性原则，对上述资产预估计提减值损失，预计影响公司损益6-7亿元。以上是造成业绩变动的主要原 因。 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。一、本期业绩预计情况 1、业绩预告期间：2025年1月1日-2025年12月31日 2、预计业绩情况：预计净利润为负值 二、 与会计师事务所沟通情况 1、 公司就本期业绩预告与会计师事务所进行了预沟通，公司与会计师事务所在本期业绩预告方面不存 在 ...

智通财经APP讯，大北农(002385.SZ)披露2025年年度业绩预告，公司预计归属于上市公司股东的净亏损 4.5亿元至5.8亿元;扣除非经常性损益后的净亏损5.9亿元至7.2亿元。 ...

大北农1月30日公告，预计2025年度归母净利润亏损4.5亿元–5.8亿元，上年同期盈利3.46亿元。报告期 内，公司继续强化经营管理，提升运营效率，有效降低运营成本，提升客户服务能力。2025年度公司种 子业务的销量、收入和净利润均实现增长；饲料和养猪业务的销量同比增长，但受市场环境及猪价波动 影响，导致盈利水平下降；此外，公司依据企业会计准则规定，于年末对长期股权投资、生物资产、商 誉等进行减值测试，受生猪市场价格低迷，以及被投资单位经营业绩未达预期等因素影响，导致公司年 末存栏生猪、长期股权投资及商誉的预计可变现净值或可收回金额低于账面价值。公司基于谨慎性原 则，对上述资产预估计提减值损失，预计影响公司损益6-7亿元。以上是造成业绩变动的主要原因。 ...