证券之星消息，1月8日种植业板块较上一交易日上涨0.49%，众兴菌业领涨。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。种植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) | | | --- | --- | --- | --- | --- | --- | --- | | 002772 | 众兴菌业 | 16.10 | 7.26% | 22.25万 | | 3.49 Z | | 300970 | 华绿生物 | 20.62 | 5.53% | 8.65万 | | ● 1.75亿 | | 603336 | 宏辉果蔬 | 9.10 | 3.88% | 17.78万 | | 1.61亿 | | 300511 | 雪榕生物 | 6.31 | 2.60% | 23.90万 | | 1.49亿 | | 920403 | 康农种业 | 23.55 | 1.73% | 1.58万 | 3700.57万 | | | 300189 | 神农种业 | 7.25 | 1.68% | 177.89万 | | 12.90亿 | | ...

1月8日，众兴菌业涨5.4%，截至发稿，报15.82元/股，成交1.52亿元，换手率2.56%，总市值62.21亿 元。 资料显示，天水众兴菌业科技股份有限公司位于甘肃省天水市秦州区建设路185号，成立日期2005年11 月18日，上市日期2015年6月26日，公司主营业务涉及食用菌研发、工厂化培植与销售。主营业务收入 构成为：双孢菇63.04%，金针菇35.32%，北虫草0.89%，冬虫夏草(生态繁育)0.53%，其他0.22%。 银华永祥灵活配置混合（180028）成立日期2011年6月28日，最新规模9202.8万。今年以来收益1.8%， 同类排名6210/8825；近一年收益17.15%，同类排名5555/8084；成立以来收益142.92%。 银华永祥灵活配置混合（180028）基金经理为郭思捷。 截至发稿，郭思捷累计任职时间5年165天，现任基金资产总规模7.53亿元，任职期间最佳基金回 报-10.97%， 任职期间最差基金回报-38.55%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只 ...

（文章来源：证券日报） 证券日报网讯 1月7日，众兴菌业发布公告称，截至本公告日，公司实际对外担保全部为公司对合并报 表范围内全资子公司及全资孙公司进行的担保，无其他对外担保。 ...

证券日报网讯 1月7日，众兴菌业发布公告称，公司于2025年12月31日召开第五届董事会第二十一次会 议审议通过了《关于拟投资设立全资子公司的议案》，董事会同意公司以自有资金3，000万元投资设立 全资子公司河北众兴菌业科技有限公司。近日，河北众兴菌业科技有限公司已办理完成工商注册登记手 续并取得了由临西县行政审批局签发的营业执照。 （编辑 任世碧） ...

证券代码：002772 证券简称：众兴菌业 公告编号：2026-010 天水众兴菌业科技股份有限公司 关于调剂担保额度及对外担保进展公告 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、担保情况概述 天水众兴菌业科技股份有限公司（以下简称"公司"）于 2025 年 12 月 09 日召开的第五届董事会第十九次会议及于 2025 年 12 月 26 日召开的 2025 年第 四次临时股东会审议通过了《关于 2026 年度对外担保额度预计的议案》，为满 足公司及全资子（孙）公司日常经营及项目建设资金需求，提高融资决策效率， 同意公司 2026 年度新增为合并报表范围内部分全资子公司以及部分全资孙公司 提供不超过 110,000 万元的担保额度，其中：向资产负债率 70%以上的全资子 （孙）公司预计提供担保额度不超过 41,000 万元，向资产负债率 70%以下的全 资子（孙）公司预计提供担保额度不超过 69,000 万元。有效期限自股东会审议 通过后 12 个月内。在有效期限和额度范围内，任一时点新增的担保余额不得超 过股东会审议通过的担保额度。 具体担保形式 ...

1、名称：河北众兴菌业科技有限公司 8、经营范围：一般项目：技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广；食用菌种植；生物有机肥料研发；食用农产品初加工；中草 药种植（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项 目：食用菌菌种经营；食用菌菌种生产（依法须经批准的项目，经相关部门批准 1 / 2 证券代码：002772 证券简称：众兴菌业 公告编号：2026-009 天水众兴菌业科技股份有限公司 关于投资设立全资子公司的进展公告 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。 天水众兴菌业科技股份有限公司（以下简称"公司"）于 2025 年 12 月 31 日召开第五届董事会第二十一次会议审议通过了《关于拟投资设立全资子公司的 议案》，董事会同意公司以自有资金 3,000 万元投资设立全资子公司河北众兴菌 业科技有限公司，相关内容详见公司刊登在信息披露媒体《证券时报》、《证券 日报》和巨潮资讯网（http://www.cninfo.com.cn）上的《关于投资设立全资子公 司的公告》（公告编号：2026-006）。 一、进展情 ...

从资金流向上来看，当日种植业板块主力资金净流入1.48亿元，游资资金净流出3074.13万元，散户资金 净流出1.18亿元。种植业板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300189 神农种业 | | | 1.39 Z | 7.18% | 2302.18万 | 1.19% | -1.62 Z | -8.36% | | 601118 海南橡胶 | | | 1855.26万 | 3.57% | -1314.85万 | -2.53% | -540.41万 | -1.04% | | 002772 众兴菌业 | | | 1083.08万 | 7.27% | 235.50万 | 1.58% | -1318.58万 | -8.85% | | 002215 | 诺普信 | | 905.33万 | 4.92% | -883.18万 | -4.80% | -22.15万 | -0.12 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300189 | 神农种业 | 7.07 | -4.97% | 238.43万 | 16.77亿 | | 601118 | 海南橡胶 | 5.61 | -4.10% | 107.33万 | 6.05亿 | | 300970 | 华绿生物 | 20.10 | -2.00% | 10.79万 | 2.17亿 | | 002772 | 众兴菌业 | 14.33 | -1.78% | 11.23万 | 1.62亿 | | 600354 | 敦煌种业 | 6.44 | -0.46% | 32.55万 | 2.09亿 | | 600359 | 新农开发 | 7.12 | -0.42% | 7.83万 | 5592.63万 | | 600883 | 博園科技 | 8.04 | -0.25% | 4.03万 | 3266.20万 | | 600313 | 农发种业 | 6.43 | -0.16% | 34.16万 | 2.19亿 | | 600598 | 北大荒 ...

Investment Rating - The report recommends focusing on the cyclical turning points in the pig and beef farming sectors, highlighting companies like Muyuan Foods and WH Group as potential investments. The pet industry shows clear growth potential, with companies that integrate production, sales, and research expected to succeed, such as Zhongchong Co., Guibao Pet, and Petty Co. The planting sector also has significant growth potential, with recommendations for companies like Morning Light Bio and Noposion [11]. Core Insights - The pig farming sector is expected to face continued low prices in the first half of 2026, driven by both policy and cyclical factors, with a focus on cost improvement and growth potential in pig farming enterprises [2][15]. - The poultry sector is experiencing a recovery phase, with white chicken prices remaining low and yellow chicken demand potentially increasing due to promotional activities [3][37]. - The beef farming sector is characterized by a long production cycle, with supply-side contractions likely to drive prices upward, particularly from 2025 onwards [4][46]. - The feed and animal health sectors are expected to see growth in sales, with a focus on the competitive landscape and the impact of low profits on animal health demand [5][63]. - The planting sector is projected to see stable grain prices, driven by domestic control and innovation, with a focus on specialty crops and plant extracts [6][69]. Summary by Sections Pig Farming - Prices are expected to remain low in the first half of 2026, with a gradual increase in supply due to rising breeding sow inventories [15]. - Capacity policies and cyclical adjustments are leading to a continued reduction in production capacity, with a focus on cost reduction and debt management among pig farming companies [23][27]. - Companies like Muyuan Foods are highlighted for their cost improvements, with expectations of further reductions in production costs [29]. Poultry Farming - The white chicken industry is in a deep price slump, with recovery expected to take time, while yellow chicken prices may see slight recovery due to promotional efforts [32][37]. - Leading companies are improving their operational efficiencies to cope with low prices, which may enhance their performance when prices recover [33]. Beef Farming - The long production cycle and fragmented market structure of beef farming in China are significant factors, with supply reductions expected to lead to price increases starting in 2025 [41][46]. - The beef supply is projected to decrease in the latter half of 2025, with expectations of continued price increases through 2027 [47]. Feed and Animal Health - The feed sector is expected to see a recovery in sales, with high inventory levels in the livestock sector supporting growth [52]. - The animal health sector may face pressure due to low profits in the livestock sector, but there are opportunities for breakthroughs in key products [63][65]. Planting - Grain prices are expected to stabilize and rise, with a focus on domestic production and innovation in seed varieties [69][75]. - The planting sector is seeing a shift towards high-quality, innovative seed varieties, with companies like Kangnong Seed showing strong growth potential [87].

Group 1 - The core point of the article is that Tianshui Zhongxing Mushroom Industry Technology Co., Ltd. announced an organizational restructuring to enhance management efficiency and production control capabilities [1] - The company’s board of directors approved the proposal to adjust the organizational structure, which includes the establishment of a production department [1] - The restructuring aims to optimize internal management and is not expected to significantly impact the company's production and operational activities [1] Group 2 - The adjustment is part of the company's strategic development plan and is intended to improve the professional level of production management and operational efficiency [1] - The new organizational structure is designed to strengthen coordination and risk control across various production stages [1] - The board's decision does not require approval from the shareholders' meeting [1]