| 项目 | | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | 亏损：45,000 | 万元–58,000 | 万元 | 盈利：34,577.27 | 万元 | | 扣除非经常性损益 后的净利润 | 亏损：59,000 | 万元–72,000 | 万元 | 盈利：22,059.02 | 万元 | | 基本每股收益 | 亏损：0.11 | 元/股–0.14 | 元/股 | 盈利：0.08 | 元/股 | 二、与会计师事务所沟通情况 证券代码：002385 证券简称：大北农 公告编号：2026-008 北京大北农科技集团股份有限公司 2025年年度业绩预告 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 2、公司将严格依照有关法律法规的规定，及时做好信息披露工作，敬请投 资者注意投资风险。 特此公告。 北京大北农科技集团股份 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603363 | 傲农生物 | 4.36 | 5.06% | 136.21万 | | 5.90亿 | | 002385 | 大北农 | 4.59 | 3.85% | 516.81万 | | 23.84亿 | | 603151 | 邦基科技 | 19.91 | 3.70% | 7.81万 | | 1.56亿 | | 688156 | 路德科技 | 19.27 | 2.77% | - 3.27万 | 6154.01万 | | | 300673 | 佩蒂股份 | 17.73 | 2.01% | 5.53万 | 9748.25万 | | | 002696 | 自洋股份 | 7.62 | 1.33% | 11.42万 | 8672.49万 | | | 001313 | 刻思想聞 | 7.89 | 1.28% | 13.47万 | | 1.06亿 | | 001366 | 播恩集团 | 14.10 | 1.15% | 4.07万 | 5701. ...

Group 1: Market Overview - The Shanghai Composite Index fell by 1.12%, the Shenzhen Component Index decreased by 1.31%, and the ChiNext Index dropped by 0.12% as of January 30 [2] - The livestock farming sector, particularly related to genetically modified organisms, agriculture, and corn, showed positive performance with significant gains in related ETFs [2] Group 2: Pig Farming Industry Insights - Recent data indicates a 13.79% increase in pig prices over the last 60 days, reaching 13.12 yuan per kilogram on January 29, supported by rising meat demand ahead of the Spring Festival [2] - Despite a recent price increase, the overall supply-demand situation is weak, with expectations of price declines post-holiday due to supply pressures and reduced output [3] - The average weight of pigs sold this week was 128.89 kg, showing a slight recovery, but the overall supply is expected to decrease in January [3] - The industry is experiencing losses, with prices falling below the cost line, leading to a reduction in production capacity and a stabilization of market conditions at the bottom [3] Group 3: Poultry Industry Insights - The white feather chicken market is experiencing price support due to weak supply elasticity caused by overseas epidemics halting domestic breeding [4] - The average selling price of white feather meat chickens in December was 7.44 yuan per kilogram, with a slight increase from the previous month, while breeding losses were reported at 0.26 yuan per bird [4] - The total stock of white feather breeding chickens reached 2.3377 million sets by the end of December, reflecting an 11.3% increase, indicating a potential for future price stability [4]

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 ...

Market Overview - The feed sector experienced a decline of 0.3% on January 28, with Baiyang Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Individual Stock Performance - Major gainers in the feed sector included: - Dabeinong (002385) with a closing price of 4.30, up 4.12% on a trading volume of 3.44 million shares and a transaction value of 146.9 million yuan [1] - Tianma Technology (603668) closed at 15.87, up 1.60% with a transaction value of 166 million yuan [1] - Tangrenshen (002567) closed at 4.45, up 1.14% with a transaction value of 19.5 million yuan [1] - Conversely, Baiyang Co., Ltd. (002696) led the decline with a closing price of 7.57, down 3.32% on a trading volume of 131,200 shares and a transaction value of 101 million yuan [2] - Other notable decliners included: - Aonong Biological (603363) down 2.64% [2] - Petty Holdings (300673) down 2.51% [2] Capital Flow Analysis - The feed sector saw a net inflow of 113 million yuan from institutional investors, while retail investors experienced a net outflow of 69.45 million yuan [2] - The capital flow for key stocks included: - Dabeinong had a net inflow of 16.416 million yuan from institutional investors, while retail investors saw a net outflow of 13.4 million yuan [3] - Tiankang Biological (002100) had a net inflow of 26.242 million yuan from institutional investors [3] - Baiyang Co., Ltd. experienced a net outflow of 30.7375 million yuan from retail investors [3]

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%。 ...

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 | ...

Core Viewpoint - The stock of Dabeinong experienced a decline of 2.15% on January 27, with a trading price of 4.10 yuan per share and a total market capitalization of 17.63 billion yuan. The company has shown a year-to-date stock price increase of 2.50% and a net outflow of main funds amounting to 19.13 million yuan [1]. Group 1: Financial Performance - As of September 30, Dabeinong reported a revenue of 20.744 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 2.99%. The net profit attributable to shareholders was 257 million yuan, marking a significant increase of 92.56% [2]. - The company has distributed a total of 4.068 billion yuan in dividends since its A-share listing, with 792 million yuan distributed over the past three years [3]. Group 2: Shareholder and Market Activity - The number of shareholders for Dabeinong decreased by 5.84% to 227,400, while the average number of circulating shares per person increased by 6.20% to 15,500 shares [2]. - Among the top ten circulating shareholders, the Guotai Zhongzheng Livestock Breeding ETF holds 76.9872 million shares, an increase of 27.7636 million shares compared to the previous period. Other notable shareholders include Hong Kong Central Clearing Limited and Southern Zhongzheng 500 ETF, with respective increases and decreases in holdings [3].

Group 1 - The feed sector increased by 1.12% on January 26, with Tangrenshen leading the gains [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Tangrenshen's stock price rose by 5.13% to 4.51, with a trading volume of 1.0471 million shares and a transaction value of 461 million yuan [1] Group 2 - The feed sector saw a net inflow of 31.2553 million yuan from institutional investors, while retail investors experienced a net outflow of 52.6372 million yuan [2] - Major stocks in the feed sector showed varied net capital flows, with Dabeinong experiencing a net outflow of 41.6369 million yuan from institutional investors [3] - Tiankang Biological had a net inflow of 37.5631 million yuan from institutional investors, indicating strong interest [3]

Group 1 - The animal vaccine concept sector rose by 4.89%, ranking fifth among concept sectors, with 18 stocks increasing in value, including Yongshun Biological, Dongfang Biological, and Haili Biological, which saw increases of 27.18%, 12.36%, and 7.18% respectively [1] - The animal vaccine sector attracted a net inflow of 229 million yuan from main funds, with 14 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflow. The leading stock in net inflow was Biological Shares, with a net inflow of 100 million yuan [2] - The top three stocks by net inflow ratio were KQ Biological, Tiankang Biological, and Biological Shares, with net inflow ratios of 14.32%, 12.76%, and 9.87% respectively [3] Group 2 - The animal vaccine sector's inflow ranking included Biological Shares with a 4.50% increase and a turnover rate of 5.08%, followed by Dabeinong with a 2.70% increase and a turnover rate of 6.49% [4] - Other notable stocks included Jinhai Biological with a 5.95% increase and a turnover rate of 9.28%, and Tiankang Biological with a 1.99% increase and a turnover rate of 2.95% [5] - Stocks that experienced declines included Hengtong Holdings with a decrease of 2.59% and a turnover rate of 5.31%, and Luoniushan with a decrease of 1.86% and a turnover rate of 3.43% [5]