证券之星消息，11月13日，深证龙头（399653）指数报收于3104.35点，涨1.73%，成交1056.52亿元，换 手率0.96%。当日该指数成份股中，上涨的有36家，瑞达期货以8.07%的涨幅领涨，下跌的有12家，滨江 集团以3.33%的跌幅领跌。 | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300750 | 宁德时代 | 26.55 Z | 11.57% | -22.07亿 | -9.62% | -4.48 Z | -1.95% | | 002594 | 比亚迪 | 6.07 亿 | 10.53% | -3.98 亿 | -6.92% | -2.08 Z | -3.61% | | 300308 | 中际旭创 | 4.09 Z | 2.73% | -4.08 Z | -2.72% | -57.51万 | 0.00% | | 000063 | 中兴通讯 | 2.17 乙 | 6.37% | -1.21 乙 ...

格隆汇11月13日｜牧原股份公告称，近日收到股东牧原集团通知，其将持有的6420万股公司股份解除质 押，占其所持股份比例7.56%，占公司总股本比例1.18%，质权人为中信银行南阳分行，起始日为2023 年2月13日，解除日期为2025年11月12日。截至公告披露日，牧原集团及其一致行动人累计质押股份 1.73亿股，占其所持股份比例5.74%，占公司总股本比例3.16%。本次解除质押后，实际控制人及其一致 行动人剩余质押股份无实质性资金偿还风险，质押风险可控。 ...

| 证券代码：002714 | 证券简称：牧原股份 | 公告编号：2025-103 | | --- | --- | --- | | 债券代码：127045 | 债券简称：牧原转债 | | 一、股东部分股权解除质押的基本情况 股东名称 是否为控股股东 或第一大股东及 其一致行动人 本次解除质 押股份数量 占其所持 股份比例 占公司总股 本比例 起始日 解除日期 质权人 牧原集团 是 64,200,000 股 7.56% 1.18% 2023/2/13 2025/11/12 中信银行股份有 限公司南阳分行 注：1、因公司"牧原转债"处于转股期，总股本持续变化，本公告中的股份比例按照 2025 年 11 月 12 日公司总股本 5,462,771,033 股计算。 牧原食品股份有限公司 关于股东部分股权解除质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 牧原食品股份有限公司（以下简称"公司"）于近日收到公司股东牧原实业 集团有限公司（以下简称"牧原集团"）的通知，获悉牧原集团将所持有本公司 的部分股权办理了解除质押手续，具体事项如下： 二、股东股份累计被 ...

证券之星消息，11月13日养殖业板块较上一交易日上涨0.62%，华英农业领涨。当日上证指数报收于 4029.5，上涨0.73%。深证成指报收于13476.52，上涨1.78%。养殖业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) | | --- | --- | --- | --- | --- | --- | | 002321 | 华英农业 | 3.23 | 3.86% | 85.63万 | 2.72亿 | | 301116 | 益客食品 | 11.78 | 2.08% | 6.24万 | 7277.36万 | | 300761 | 立华股份 | 21.83 | 1.87% | 7.31万 | 1.58亿 | | 603717 | 天域生物 | 9.80 | 1.34% | 17.06万 | 1.68亿 | | 600965 | 福成股份 | 5.76 | 1.05% | 19.88万 | 1.14亿 | | 000735 | 罗牛山 | 8.23 | 0.98% | 59.17万 | 4.89亿 | | 002746 | 仙坛股份 | 6.65 | 0.9 ...

截至2025年11月13日 13:16，中证畜牧养殖指数(930707)上涨0.43%，成分股生物股份(600201)上涨 8.27%，华英农业(002321)上涨4.82%，罗牛山(000735)上涨1.47%，兄弟科技(002562)上涨1.33%，立华 股份(300761)上涨0.93%。畜牧ETF(159867)上涨0.30%，最新价报0.68元，盘中净申购700万份。 数据显示，截至2025年10月31日，中证畜牧养殖指数(930707)前十大权重股分别为牧原股份(002714)、 温氏股份(300498)、海大集团(002311)、梅花生物(600873)、新希望(000876)、大北农(002385)、生物股 份(600201)、圣农发展(002299)、天康生物(002100)、立华股份(300761)，前十大权重股合计占比 65.58%。 畜牧ETF紧密跟踪中证畜牧养殖指数，中证畜牧养殖指数选取涉及畜禽饲料、畜禽药物以及畜禽养殖等 业务的上市公司证券作为样本，以反映畜牧养殖相关上市公司的整体表现。 申港证券指出，目前标猪肥猪价差较同期更大，下游屠宰量周环比止跌回升。根据钢联数据，截至11月 ...

"在全球每消费10头猪，就有一头来自河南企业牧原股份。"这句话火了。 近日，经常可以看到自媒体文章中这样描述牧原股份："全球每消费10头猪，就有一头来自牧原。"引发了众多河南读者转发和自豪，但是仔细计算会发现 有些许出入。 根据联合国粮农组织（FAO）、美国农业部（USDA）及行业报告可以查到，全球每年生猪出栏量约为14亿～15亿头（根据2023至2024年数据），而中国 生猪出栏量（消费量与出栏量基本对应，因猪肉极少长期库存）占全球约50%～55%，即7亿～8亿头。根据观察者网报道，2024年公司预计全年生猪出栏 量在6600万头至7200万头之间，取最大值按7200万头计算可以得出占全球比例：7200万÷15亿= 0.048，即4.8%。 也就是说，大约全球每消费20头猪，才有1头来自牧原。但是这样的数据依然惊人，说明牧原股份是名副其实的"世界级养猪大王"。这是继河南企业宇 通、蜜雪冰城、泡泡玛特在全球爆火后又出现一个世界级赛道。 牧原股份备受关注原因很简单，一是成为世界级养猪大王，二是秦英林再次夺回河南首富的宝座。 牧原股份财报显示，2025年前三季度营业收入为1117.9亿元，同比增长15.52%；归 ...

Core Viewpoints - The pig farming sector is experiencing a favorable configuration opportunity due to accelerated breeding stock reduction driven by market and policy resonance, with current prices at a relatively low level [18][43]. - The beef industry is in a cyclical uptrend, with demand increasing and supply constraints expected to continue until 2027, making it a favorable time to invest in beef-related companies [18][51]. - The poultry sector is seeing improved investment logic as it enters a demand peak season, despite challenges from disease outbreaks and production capacity reductions [19][4]. Pig Farming - The supply pressure in pig farming is gradually increasing, leading to continued downward pressure on prices, with the national average price at 11.87 yuan/kg as of November 11, 2025, down 4.85 yuan/kg year-on-year [20][23]. - Policy measures are focused on reducing breeding stock, particularly among large enterprises, while smaller farms are expected to reduce stock due to losses and disease impacts [29][41]. - The current market conditions suggest a significant opportunity for investment in the pig farming sector, with recommended companies including Wens Foodstuffs, Muyuan Foods, and Juxing Agriculture [18][43]. Beef Industry - The beef supply is tightening, with a decrease in stock levels and an expected cyclical uptrend in demand, particularly as domestic beef consumption continues to rise [46][51]. - The average beef price in September 2025 was 70.52 yuan/kg, reflecting a year-on-year increase of 5.36% [51]. - Recommended companies in the beef sector include Bright Dairy, Fucheng Co., and several Hong Kong-listed firms such as Modern Farming and China Shengmu [18][51]. Poultry Sector - The white chicken market is entering a peak demand season, with prices expected to rise due to reduced production capacity and increased demand [19][4]. - The supply of white feather chicken breeding stock is projected to decline, supporting a price increase for meat chickens in 2026 [19][4]. - Recommended companies in the poultry sector include Shennong Development and Hefeng Co. [19][4]. Seed Industry - The grain price cycle is at a low point, with expectations for upward trends supported by food security policies and the acceleration of genetically modified seed commercialization [19][5]. - Recommended companies in the seed industry include Dabeinong Technology, Longping High-Tech, and Denghai Seeds [19][5]. Pet Industry - The pet food export volume in China increased by 7.55% year-on-year from January to September 2025, indicating strong growth in the sector [19][7]. - Domestic pet consumption is expected to continue growing, driven by emotional value and increasing market share of domestic brands [19][7]. - Recommended companies in the pet sector include Guibao Pet, Zhongchong Co., and Petty Co. [19][7].

Core Insights - The report from Kaiyuan Securities indicates a significant decline in the average selling price of live pigs in October 2025, with a decrease of 10.74% month-on-month and 33.56% year-on-year, suggesting ongoing pressure on pig prices in the near future [1] - The slaughter volume in October 2025 was 5.0352 million heads, reflecting a month-on-month increase of 10.40% and a year-on-year increase of 9.55%, indicating a temporary oversupply situation [1] - The report highlights that the proportion of large pigs being sold is lower than in the same period in 2024, while the inventory of large pigs is increasing, suggesting a potential easing of supply in the future [1] Industry Overview - The gross white price difference as of November 6, 2025, was 4.18 yuan/kg, showing a month-on-month increase of 0.08 yuan/kg but a year-on-year decrease of 0.84 yuan/kg, indicating mixed market conditions [2] - The national frozen product inventory rate was reported at 20.03%, up 4.06 percentage points year-on-year, which may exert downward pressure on future pig prices due to high inventory levels [2] - In October 2025, the industry faced significant losses, with self-breeding and self-raising operations losing 167.97 yuan per head, reflecting a worsening financial situation for producers [3] - The breeding stock decreased by 0.77% month-on-month as of November 7, 2025, indicating a trend of reduction in breeding capacity [3] Company Performance - In October 2025, 12 listed pig companies reported a total of 16.9469 million heads sold, a year-on-year increase of 29.29%, with individual companies like Muyuan Foods and Wens Foodstuffs showing significant increases in their sales volumes [4] - The average selling price for major listed pig companies fell month-on-month, with prices for companies like Muyuan Foods and Wens Foodstuffs decreasing by 10.3% and 12.2% respectively [5] - The average weight of pigs sold by major companies also saw a decline, with Dabeinong reporting an average weight of 110.1 kg per head, down 18.8 kg from the previous month [4]

"之前要从国外引进曾祖代猪，现在直接用国内的优良猪就可以生产种猪，大大减少了对种猪进口的依 赖。"秦英林说，公司共享二元轮交育种技术，助力行业保持生产稳定。 在南阳内乡县的智能化猪舍，猪群的健康状态被实时掌握，外部空气经过4层过滤系统进入猪舍，养殖 中产出的臭气又被统一收集排出。 "猪舍集成新风过滤、独立通风、出风灭菌除臭功能，不仅能预防猪瘟，还解决了臭气难题，让养猪变 得更环保。"秦英林说，空气过滤猪舍现已在全国推广，不少养鸡企业也开始采用。 内乡县数字化种养循环示范区里，水肥还田系统通过管道与几公里外的养殖场连接。养猪产生的粪尿实 现固液分离，猪粪做成了有机肥，猪尿厌氧发酵生产沼气，沼液变成液体肥还田，实现了循环利 用。"猪养田、田养猪"的种养循环模式，现已应用到1100多个养殖场。 "这个模式还能助农增收。养殖废料处理成涵养农田的肥料后，我们无偿提供给农户使用，提高了耕地 肥力和产出能力。"秦英林说，公司组建了一支300人的农艺师团队，打通了小麦、玉米、苹果、甘蔗等 39种农作物的资源化利用途径。 "党中央对民营经济的支持明确而坚定，让我们信心满满，干事创业的劲头更足。"牧原实业集团有限公 司党委书记、 ...

Core Viewpoint - The support from the central government for the private economy is clear and firm, boosting confidence and motivation for entrepreneurship in the industry [2] Group 1: Company Development - The company, founded in 1992, has grown from 22 piglets to the world's largest pig farming enterprise, with an annual output of 70 million pigs [2] - The company emphasizes aligning its development with national needs, particularly in supporting the country's food security strategy by promoting grain-saving actions in livestock farming [2] - The company has adopted innovative breeding techniques, reducing reliance on imported breeding stock and achieving cost reduction and efficiency improvement [2] Group 2: Technological Innovations - The company has implemented advanced air filtration systems in pig farms, which not only prevent diseases but also address environmental concerns related to odor [3] - A digital farming model has been established, where waste from pig farming is converted into organic fertilizer and biogas, promoting a circular economy [3] Group 3: Industry Collaboration - The company is working to professionalize pig farming by providing breeding stock, feed, and technical support to small farmers, thus creating a shared prosperity model [4][5] - The company plans to supply 10 million discounted piglets to support 6,300 farming households this year [5] Group 4: Legal and Regulatory Environment - The implementation of the Private Economy Promotion Law is seen as a positive step towards creating a better business environment, with the company committed to legal and responsible operations as it grows [5]