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]

人民财讯1月24日电，日前，大北农（002385）集团与国投生物科技投资有限公司、北京化工大学正式 签署"绿色化学品与蛋白耦合联产战略合作"协议。本次三方合作旨在整合企业市场优势、资本力量与高 校科研能力，围绕功能性菌体蛋白、微生物发酵饲料、饲用氨基酸等方向，开展技术研发、成果转化与 产业化示范，共同构建产学研用深度融合的创新体系，为我国饲料行业提供可复制、可推广的技术与产 业模式。 ...

证券日报网讯 1月23日，大北农发布公告称，公司于2026年1月23日召开第六届董事会第四十次（临 时）会议，审议通过《关于部分募集资金投资项目结项、终止并将节余募集资金永久补充流动资金的议 案》，同意公司将部分募投项目结项、终止并将节余募集资金5，450.50万元永久补充流动资金。该议 案尚需提交公司股东会审议。 （编辑 任世碧） ...

（记者 曾健辉） 每经AI快讯，大北农1月23日晚间发布公告称，截至本公告披露日，公司董事会/股东大会审议通过的公 司及控股子公司对外预计担保额度约为183.23亿元（含公司及控股子公司之间互相担保额度预计的160 亿元），实际对外担保余额约为128.07亿元，占公司最近一期经审计净资产的149.95%。 每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 ...

（一）本次交易的基本情况 中德证券有限责任公司 关于北京大北农科技集团股份有限公司 为参股公司提供担保暨关联交易的核查意见 中德证券有限责任公司（以下简称"中德证券"或"保荐机构"）作为北京 大北农科技集团股份有限公司（以下简称"大北农"或"公司"）向特定对象发 行A股股票的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交 易所上市公司自律监管指引第1号—主板上市公司规范运作》等相关规定，对大 北农拟为参股公司提供担保暨关联交易事项进行了审慎核查，具体情况如下： 一、关联交易事项概述 结合公司参股公司的业务发展需要，公司拟为参股公司黑龙江大北农食品科 技集团有限公司（以下简称"黑龙江大北农"）及其下属子公司富裕大北农农牧 食品有限公司（以下简称"富裕大北农"）、乾安拓北拓牧业科技有限公司（以 下简称"乾安拓北拓"）、北镇大北农农牧食品有限公司（以下简称"北镇大北 农"）、哈尔滨绿色巨农牧业有限公司（以下简称"哈尔滨巨农"）、葫芦岛大 北农农牧食品有限公司（以下简称"葫芦岛大北农"）、石家庄环山饲料有限公 司（以下简称"石家庄环山"）分别提供不超过15,000万元、6,000万元、6,000 万元、5 ...

中德证券有限责任公司 关于北京大北农科技集团股份有限公司 部分募集资金投资项目结项、终止并将节余募集资金永久补 充流动资金的核查意见 中德证券有限责任公司（以下简称"中德证券"或"保荐机构"）作为北京 大北农科技集团股份有限公司（以下简称"大北农"或"公司"）向特定对象发 行A股股票的保荐机构，根据《证券发行上市保荐业务管理办法》《上市公司募 集资金监管规则》《深圳证券交易所上市公司自律监管指引第1号—主板上市公 司规范运作》等相关规定，对大北农部分募集资金投资项目结项、终止并将节余 募集资金永久补充流动资金事项进行了审慎核查，具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意北京大北农科技集团股份有限公司向 特定对象发行股票注册的批复》（证监许可〔2023〕1710 号）注册通过，公司 向特定对象发行人民币普通股股票211,480,362股（每股面值1元），每股发行价 人民币3.31元，募集资金总额为699,999,998.22元，扣除总发行费用（含增值税金 额）人民币7,394,480.36元，募集资金净额为人民币692,605,517.86元。上述募集 资金已全部到位，并经信永中和 ...