果然财经｜牧原股价暴涨，市值突破3000亿元 8月26日上午，猪肉概念盘中持续走强，截至午间收盘，牧原股份股价暴涨近9%，市值突破3000亿元大 关，截至收盘，报55.06元/股。从消息面来看，此次猪肉概念板块及牧原股份的走强，与政策层面的利 好以及行业供需格局的变化密切相关，牧原股份2025年上半年，公司实现营业收入约764.63亿元，较上 年同期增长34.46%；其中，屠宰、肉食业务表现尤为突出，实现营业收入约193.45亿元。 果然财经｜牧原股价暴涨，市值突破3000亿元 大众报业·齐鲁壹点16:00 热门评论我要评论 微信扫码 移动端评论 暂无评论 鲁ICP备15022957号-13 鲁公网安备 37010202002220号 鲁新网备案号201000101 电信增值业务许可证： 鲁B2-20120085 齐鲁晚报·齐鲁壹点 版权所有(C) All Rights Reserved 联系电话：0531-82625462邮箱： 1790179766@qq.com ...

Core Viewpoint - The recent central government initiative to store pork has significantly boosted the A-share pork sector, leading to a strong market performance, particularly for companies like Aonong Biological, which reported a turnaround in profits [1][11]. Market Performance - Aonong Biological's stock surged to the daily limit, closing at 4.15, with a rise of 10.08% [2] - Other notable performers included Muyuan Foods, which saw a rise of over 7%, and several other companies like Jingji Zhino and Bangji Technology also experienced gains [2]. Price Trends and Market Conditions - The average price of live pigs has dropped from 16.04 yuan/kg at the beginning of the year to 13.75 yuan/kg as of August 26, reflecting a significant decline of 14.25% [3][4]. - The pig-to-grain price ratio has fallen below 6:1, indicating a challenging profitability environment for pig farming, with the current ratio at 5.78:1 [6][7]. Policy Actions - In response to the declining prices, the National Development and Reform Commission announced plans for central frozen pork storage, with a total of 1.9 million tons to be stored [10]. - Previous measures included limiting the number of breeding sows and reducing the average weight of pigs at slaughter to stabilize the market [10]. Company Performance - Aonong Biological reported a net profit of 361 million yuan for the first half of the year, marking a significant recovery from losses [11]. - Other companies like New Hope and Zhengbang Technology also reported substantial profit increases, with New Hope's net profit expected to rise by 155.85%-164.07% [12]. - Muyuan Foods reported a remarkable net profit increase of 1169.77%, with a revenue of 764.63 billion yuan for the first half of 2025 [12]. Future Outlook - Analysts suggest that the pork industry is likely to enter a phase of stable and high-quality development, with a focus on eliminating inefficient production capacity and improving cost structures [13]. - The emphasis on quality improvement and efficiency in the industry is expected to enhance the market share of financially stable and low-cost producers [13].

农林牧渔行业资金流出榜 沪指8月26日下跌0.39%，申万所属行业中，今日上涨的有17个，涨幅居前的行业为农林牧渔、美容护理，涨幅分别为2.62%、2.04%。农林牧渔行业位居今日涨幅榜首位。跌幅居前的行业为医 资金面上看，两市主力资金全天净流出688.55亿元，主力资金净流入的行业仅有2个，美容护理行业净流入资金2.76亿元；农林牧渔行业净流入资金2.57亿元。 主力资金净流出的行业有29个，有色金属行业主力资金净流出规模居首，全天净流出资金107.12亿元，其次是医药生物行业，净流出资金为82.54亿元，净流出资金较多的还有国防军工、非银 农林牧渔行业今日上涨2.62%，全天主力资金净流入2.57亿元，该行业所属的个股共105只，今日上涨的有82只，涨停的有2只；下跌的有21只。以资金流向数据进行统计，该行业资金净流入的 农林牧渔行业资金流入榜 ...

| 证券代码：002714 | 证券简称：牧原股份 公告编号：2025-085 | | --- | --- | | 债券代码：127045 | 债券简称：牧原转债 | 牧原食品股份有限公司 一、回购公司股份的进展情况 公司于 2024 年 10 月 18 日通过股份回购专用证券账户以集中竞价方式首次 实施回购公司股份。具体内容详见公司于 2024 年 10 月 19 日披露在《中国证券 报》《证券时报》《上海证券报》《证券日报》及巨潮资讯网（www.cninfo.com.cn） 上的相关公告。 截至 2025 年 8 月 26 日，公司本次通过股份回购专用证券账户以集中竞价方 式累计回购公司股份 6,958.65 万股，占公司目前总股本的 1.27%，最高成交价为 56.14 元/股，最低成交价为 36.16 元/股，成交总额为 300,129.52 万元（不含交易 费用），本次股份回购事项已实施完成。 本次回购符合相关法律法规及公司既定回购股份方案的要求。 关于股份回购比例达到 1%暨回购实施完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 牧原食 ...

截至8月26日收盘，猪肉概念上涨2.36%，位居概念板块涨幅第3，板块内，30股上涨，傲农生物涨停， 牧原股份、京基智农、邦基科技等涨幅居前，分别上涨7.16%、6.16%、5.42%。跌幅居前的有天域生 物、双汇发展等，分别下跌2.74%、0.24%。 今日涨跌幅居前的概念板块 猪肉概念资金流入榜 | 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） | （%） | | 002714 | 牧原股 份 | 7.16 | 3.00 | 27443.87 | 4.42 | | 603363 | 傲农生 物 | 10.08 | 4.91 | 9986.37 | 31.39 | | 002840 | 华统股 份 | 3.67 | 5.63 | 4964.68 | 12.51 | | 002100 | 天康生 物 | 5.29 | 7.53 | 3589.30 | 5.08 | | 002124 | 天邦食 品 | 2.97 | 6.54 | 2988.2 ...

Group 1 - The core viewpoint of the news highlights the significant performance of Muyuan Foods, which saw its stock price approach the daily limit, reaching a new high since October 2022, driven by strong financial results [2] - Muyuan Foods reported a revenue of 76.463 billion yuan, a year-on-year increase of 34.46%, with its slaughter and meat business revenue soaring by 93.83% to 19.345 billion yuan, and a net profit of 10.53 billion yuan, marking a staggering growth of 1169.77% [2] - Various agricultural ETFs, including the Agricultural ETF and Livestock Breeding ETF, experienced gains exceeding 2%, reflecting positive market sentiment towards the agricultural sector [2] Group 2 - The pork market is currently facing challenges, with the average price of live pigs dropping from 16.67 yuan/kg in February to 13.75 yuan/kg by late August, influenced by seasonal demand and increased supply [3] - The national average pig-to-grain price ratio has fallen below 6:1, triggering a warning signal as per government regulations, prompting the National Development and Reform Commission to initiate central frozen pork reserve storage [3] - The government plans to conduct a bidding transaction for 10,000 tons of frozen pork and will start a rotation storage of 19,000 tons, indicating strong policy support for the pork market [3] Group 3 - According to Shenwan Hongyuan, the medium to long-term outlook for pork prices is expected to rise, with a focus on high-quality pig enterprises as the industry aims for stable and high-quality development [4] - The report emphasizes the importance of capacity regulation measures, including the elimination of inefficient production capacity, which may accelerate under current policies [4] - Galaxy Securities suggests that while pork prices may trend downward by 2025, the industry could see stable operations this year, with a focus on high-quality pig enterprises that exhibit significant changes in cost margins and good financial conditions [4]

板块方面，游戏板块早盘冲高，三七互娱（002555）涨停；国产软件概念股集体发力，国产软件指数创出近10年新高，开普云、正元智慧（300645）、 君逸数码（301172）录得20%涨停，天润科技、航天宏图等涨超10%；而稀土永磁、CRO/CMO、国防军工等前期热门板块早盘已显现回调态势。临近午 盘，市场情绪有所回暖，三大指数一度翻红，截至午间收盘，沪指涨0.11%，深成指涨 0.73%，创业板指涨 0.21%。 快速跳水后震荡，消费电子板块发力 8月26日，A股三大指数涨跌不一，成交额较前一交易日明显缩量，板块轮动加快，热门题材多数回调。截至收盘，上证指数跌0.39%，深证成指涨 0.26%，创业板指跌0.76%，北证50跌0.76%，科创50指数跌1.31%。沪深两市成交额约26790亿元，较前一交易日缩量4621亿元，沪深京三市成交额27098 亿元，缩量4671亿元；全市场超2800只个股上涨，近2500只个股下跌，90只个股涨停，8只个股跌停。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 0000 ...

Group 1 - The aquaculture sector experienced a significant increase of 4.51% on August 26, with Xiaoming Co. leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] - Xiaoming Co. saw a closing price of 24.86, with a rise of 10.34%, and a trading volume of 309,200 shares, amounting to a transaction value of 739 million yuan [1] Group 2 - The main funds in the aquaculture sector had a net inflow of 340 million yuan, while retail investors experienced a net outflow of 163 million yuan [2] - Among the stocks, Muyuan Foods had a net inflow of 163 million yuan from main funds, while Xiaoming Co. had a net inflow of 75 million yuan [3] - The trading volume for Muyuan Foods was 1,143,300 shares, with a closing price of 55.06, reflecting a rise of 7.16% [1][3]

Market Overview - The A-share market experienced a volatile trading day on August 26, with the Shanghai Composite Index closing down 0.39% at 3868.38, after reaching a high of 3888.60, the highest since 2015 [1] - The Shenzhen Component Index rose by 0.26%, while the ChiNext Index fell by 0.75%. Over 2800 stocks in the market saw gains [1] - The Hong Kong market also faced adjustments, with the Hang Seng Index dropping over 1% [1] Huawei Concept Stocks - Huawei concept stocks showed strong performance on August 26, with the Huawei Kunpeng Index and Huawei Harmony Index both rising over 2% [2] - Notable stocks included Junyi Digital, which hit a 20% limit up, and other companies like Aerospace Hongtu and Tuo Wei Information also saw significant gains [2] - Huawei is set to launch a new AI SSD product on August 27, which may significantly impact the AI storage market in China [2] Huawei Cloud Organizational Changes - Huawei announced a large-scale organizational restructuring within its cloud business unit, affecting dozens of lower-level departments and potentially impacting over a thousand employees [3] - The restructuring aims to focus on core teams in product development, public cloud services, and R&D, with a strategic emphasis on "3+2+1 business" [3] - Huawei Cloud stated that the adjustments are intended to enhance cloud services and allocate more resources to AI and computing industries [3] Pork and Chicken Stocks - Stocks in the pork and chicken sectors performed strongly, with Xiaoming Co. rising over 10%, and other companies like Aonong Biological and Muyuan Foods also seeing significant gains [4] - Muyuan Foods reported a revenue of approximately 76.46 billion yuan for the first half of 2025, a year-on-year increase of 34.46%, with net profit soaring by 1169.77% [5][6] Consumer Electronics Sector - The consumer electronics sector saw a surge in stock prices, with companies like Fenda Technology, Lingyi Technology, and GoerTek hitting their daily limits [6] - The Apple concept stocks in the Hong Kong market also rallied, with companies like AAC Technologies and Lens Technology showing strong performance [7] - Apple plans to initiate a major design overhaul for the iPhone starting with the iPhone 17 series, which is expected to enhance the appeal of its flagship products [8] - The third quarter is traditionally a peak season for consumer electronics, with new AI smartphones and AR glasses expected to be launched, driving hardware upgrades [8]

Market Performance - The three major indices showed mixed results, with the Shanghai Composite Index down 0.39%, the Shenzhen Component Index up 0.26%, and the ChiNext Index down 0.76% [2] - Over 2,700 stocks rose in the two markets, with a total trading volume of approximately 2.68 trillion yuan [3] Apple Supply Chain Stocks - Apple-related stocks experienced significant movements, with GoerTek (002241.SZ) and Lingyi iTech (002600.SZ) rising by 10%, and Luxshare Precision (002475.SZ) increasing by over 6% [3] - GoerTek, as a leading player in the Apple supply chain, has benefited from the AI wave, achieving six consecutive quarters of year-on-year growth in net profit attributable to shareholders from Q1 2024 to Q2 2024 [3] Consumer Electronics Sector - The high demand in the consumer electronics sector is attributed to both AI stimulation and domestic "national subsidy" policies, which are reviving mid-range consumption and driving structural recovery in mobile phones and tablets [3] Livestock Industry - Livestock stocks showed strong performance, with Xiaoming Co. (300967.SZ) rising over 10% and Muyuan Foods (002714.SZ) increasing by over 7% [3] - The National Development and Reform Commission reported that the average pig-to-grain price ratio fell below 6:1, entering a warning zone, prompting the government to initiate central frozen pork reserves [4] Gaming Sector - The gaming sector saw positive movements, with 37 Interactive Entertainment (002555.SZ) rising by 10% and other companies like Digital Soul (603258.SZ) and Giant Network (002558.SZ) also increasing [4] - A report from Guotai Junan highlighted that the National Press and Publication Administration approved a record 166 domestic online games on August 25, 2025, indicating a stable approval rhythm and a rich supply of gaming products [4] Beauty and Personal Care Sector - The beauty and personal care sector performed well, with Shuiyang Co. (300740.SZ) rising over 10% and other companies like Proya Cosmetics (603605.SH) and Huaxi Biological (688363.SH) also increasing [5] - According to a report from Dongfang Securities, the domestic cosmetics industry is entering a phase of steady and high-quality development, driven by economic growth, demographic shifts, cultural confidence, and the rise of domestic brands [5] Declining Sectors - The banking, securities, and semiconductor sectors faced declines, with companies like Chipone Technology (688521.SH) dropping over 9% and Haiguang Information (688041.SH) down over 6% [5] - The military and rare earth sectors also weakened, with China Rare Earth (000831.SZ) and Northern Rare Earth (600111.SH) falling nearly 7% [5]