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国泰海通:春节宠物消费增长快 关注宠物经济蓬勃之势
智通财经网· 2026-02-24 06:20
国泰海通发布研报称,2026年1月,淘天宠物与炼丹炉大数据联合发布《宠物行业新品趋势报告》显 示,时令节日仪式感消费已成为"它经济"的核心增长极,"新年宠物礼盒"这一搜索关键词在天猫平台上 的同比增速便已经达到了20%+。根据天猫数据,宠物过年衣服销量实现330%的大幅增长,宠物年夜饭 实现290%的增长。此外,春节后,华南与华北区域举办规模领先的宠物展会,国内头部品牌预计在展 会上推出新品,值得关注。 养殖:春节后预期猪价进入淡季节奏 春节后预期猪价进入淡季节奏。春节后预计需求淡而供给多,预期价格进入淡季节奏。事实上腊月小年 后,春节备货已经开始逐步下降,接下来节后的屠宰场正月初七和初八正式开工后,价格将进入低价和 养殖亏损阶段。关注低猪价下的产能去化情况。 标的方面 生猪推荐标的:牧原股份(002714.SZ)、温氏股份(300498.SZ);后周期推荐标的:科前生物 (688526.SH)、海大集团(002311.SZ)。农产品产业链推荐标的:晨光生物(300138.SZ)、诺普信 (002215.SZ)、荃银高科(维权)(300087.SZ)、国投丰乐(000713.SZ),相关标的:康农种业 (30 ...
春节宠物消费增长快,关注宠物经济蓬勃之势
春节宠物消费增长快,关注宠物经济蓬勃之势 [Table_Industry] 农业 | | | | | | | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 王艳君(分析师) | 021-38674633 | wangyanjun2@gtht.com | S0880520100002 | | 林逸丹(分析师) | 021-38038436 | linyidan@gtht.com | S0880524090001 | | 巩健(分析师) | 021-23185702 | gongjian@gtht.com | S0880525040051 | 本报告导读: 养殖:春节后预期猪价进入淡季节奏。宠物: 春节宠物消费增长快,关注宠物经济 蓬勃之势。 投资要点: [宠物Table_Summary] : 春节宠物消费增长快,关注宠物经济蓬勃之势。 养殖:春节后预期猪价进入淡季节奏。 春节后预期猪价进入淡季节奏。春节后我们预计需求淡而供给多, 预期价格进入淡季节奏。事实上腊月小年后,春节备货已经开始逐 步下降,接下来节后的屠宰场正月初七和初八 ...
荃银高科被证监会立案调查,受损股民可索赔
Xin Lang Cai Jing· 2026-02-13 11:26
登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权:http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们! 2026年1月30日晚间,荃银高科(维权)发布《关于收到中国证券监督管理委员会立案告知书的公 告》。公告显示,荃银高科于近日收到中国证券监督管理委员会下发的《立案告知书》(编号:证监立 案字0232026002号)。根据《立案告知书》,因公司涉嫌信息披露违法违规,根据《中华人民共和国证 券法》《中华人民共和国行政处罚法》等法律法规,中国证监会决定对公司立案。 荃银高科表示,截至本公告披露日,公司尚未收到中国证监会的最终调查结论,立案调查事项的最终结 果将以中国证监会出具的结论为准。 在公告被证监会立案数日后,2026年2月6日,荃银高科报收于8.51元/股,较前一交易日下跌0.7%。 上海百悦律师事务所牛彬律师表示,荃银高科遭证监会立案,投资者或可索赔。暂定:于2026年1月30 日之前买入荃银高科,且在2026年1月30日之后卖出或持有荃银高科的 ...
一场种粮竞赛让新一代接受“接班”淬炼
近日,在第二届"荃银杯"现代青年农场主高产竞赛总结表彰大会上,72名参赛青年农场主和种植大户受 到表彰,其中一等奖的奖金为1万元。 稚气未脱的青年农场主和满脸风霜的种田大户并肩站在舞台中央,毫无违和感,似乎也寓意着两代农人 的"无缝"交接。 未来农村谁种地?粮食如何实现增产?这都是摆在我们面前的现实难题。在耕地和水资源有限的情况 下,依靠扩大面积来增加产量的空间十分有限,因此,提高单产是粮食产能提升的主要途径,尤其是提 高大规模种植面积的单产。 相对于工业领域在规定时间围绕"模拟"操作展开角逐的技能大赛,本次举办的粮食高产竞赛则是真实的 生产过程,比的是"实打实"的产量,不仅考验参赛者的生产技能和田间管理的水平,还要看能否选对适 合土壤的好种子,不可忽略的是,天气等不可抗力因素也会直接影响到粮食的产量。 本次比赛主要面向安徽当地的现代青年农场主及种植大户,他们自主选择推荐的水稻、玉米和小麦品 种,以百亩为基本单位,进行栽培管理。作为主办方,荃银高科是种业"国家队"之一,负责推荐参赛品 种清单,并组建农技服务专家组给予全程技术指导服务,最后按照竞赛统一测产验收办法,由参赛主体 自行测产后申请,主办方组织专家进行 ...
荃银高科被证监会立案调查,受损投资者可准备索赔
Xin Lang Cai Jing· 2026-02-10 08:50
Core Viewpoint - Anhui Quan Yin High-Tech Seed Industry Co., Ltd. (stock code: 300087) has received a notice from the China Securities Regulatory Commission (CSRC) regarding an investigation into suspected violations of information disclosure laws [1] Group 1: Company Announcement - On January 30, 2026, the company announced that it received the CSRC's "Notice of Investigation" due to suspected violations of information disclosure laws [1] - The company stated that its production and operational activities are currently normal and that the investigation is not expected to have a significant impact on its operations [1] - The company will actively cooperate with the CSRC during the investigation and will adhere to relevant disclosure obligations [1] Group 2: Investor Compensation - Investors who purchased shares of Quan Yin High-Tech (300087) before January 30, 2026, and held them after the market close on that date, may prepare for compensation claims if they incurred losses [2] - Required materials for compensation claims include original transaction statements, copies of investor ID cards, and original securities account information queries [2][3][4] - The preliminary conditions for compensation claims are based on current public information and may be adjusted according to the CSRC's final investigation conclusions and court rulings [5]
荃银高科(300087)被证监会立案调查,受损投资者可准备索赔
Xin Lang Cai Jing· 2026-02-10 08:47
Core Viewpoint - Anhui QuanYin High-Tech Seed Industry Co., Ltd. (stock code: 300087) has received a notice from the China Securities Regulatory Commission (CSRC) regarding a formal investigation for suspected violations of information disclosure laws [1][6]. Group 1: Company Announcement - On January 30, 2026, the company announced that it received the CSRC's notice of investigation (No. 0232026002) due to alleged violations of information disclosure regulations [1][6]. - The company stated that its production and operational activities are currently normal and that the investigation is not expected to have a significant impact on its operations [1][6]. Group 2: Investor Compensation - Investors who purchased shares of Anhui QuanYin High-Tech (300087) before or on January 30, 2026, and held them through the close of trading on that date, may be eligible to prepare for compensation claims if they incurred losses [2][6]. - The preliminary conditions for compensation include having a trading statement of the shares, a copy of the investor's ID, and a securities account information query form, all of which must be stamped by the brokerage [2][4][8].
荃银高科会计差错追溯调整被立案!2024年4月30日后买入投资者可索赔
Xin Lang Cai Jing· 2026-02-09 10:42
登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权:http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我 公司系"中国种业领军企业、农业产业化国家重点龙头企业、国家高新技术企业、农业部首批农作物种 子育繁推一体化企业、中国种业信用明星企业"。 根据申万行业分类(2021),荃银高科(维权)属于农林牧渔-种植业-种子。 2026年1月30日,公司收到中国证监会下发的《立案告知书》》(编号:证监立案字0232026002号), 因公司涉嫌信息披露违法违规。 同日,公司披露了《关于前期会计差错更正及追溯调整的公告》:对2023年度、2024年一季度、2024年 半年度、2024年三季度、2024年度合并财务报表进行了追溯调整。 索赔条件:2024年4月30至2026年1月30日之间买入,且2026年1月31日及以后卖出或继续持有的投资 者,包括个人投资者和机构投资者。(荃银高科维权入口) (本文由万商天勤(上海)律师事务所刘彦梅律师供稿,不代表新浪财经的观点。刘 ...
一周安徽上市公司要闻回顾(2.02-2.08)
Xin Lang Cai Jing· 2026-02-09 08:04
Group 1 - NIO achieved its 100 millionth battery swap, reducing carbon dioxide emissions by 4,169.5 tons compared to traditional gasoline vehicles [1] - NIO's battery swap operations have contributed to peak shaving and valley filling of over 740 million kWh, alleviating grid pressure and improving energy utilization [1] Group 2 - Anhui Energy announced the appointment of Xu Wengong as the new general manager following the resignation of Fang Shiqing [2] - Huabei Group's general manager Zhang Tongxiang resigned due to work changes but will continue to serve as chairman [4] Group 3 - Crystal Integration plans to invest 2 billion yuan to acquire 100% equity of Hefei Jingyi Integrated Circuit Co., making it a wholly-owned subsidiary [3] - Huangshan Tourism is set to invest approximately 530 million yuan in the construction of a hotel project, with a construction period of 24 months [5] Group 4 - Zhonggong Education expects a significant decline in net profit for 2025, projecting a decrease of 70.06% to 76.86% compared to the previous year [6] - Quanyin High-Tech anticipates a net loss of 180 million to 270 million yuan for 2025, a shift from a profit of 97.13 million yuan in the previous year [7] - Guoxuan High-Tech forecasts a net profit increase of 107% to 149% for 2025, driven by the rapid growth in the new energy vehicle and energy storage markets [8]
荃银高科:2025年度业绩预告
Zheng Quan Ri Bao Wang· 2026-02-08 13:48
证券日报网讯1月30日,荃银高科(300087)发布公告称,公司预计2025年度归属于上市公司股东的净 利润亏损18,000万元-27,000万元。 ...
监管持续发威,一夜之间4家A股公司被立案或处罚
Di Yi Cai Jing Zi Xun· 2026-02-08 12:22
Core Viewpoint - The regulatory scrutiny on listed companies in China's A-share market has intensified, with multiple companies facing investigations and penalties for violations related to information disclosure and financial misconduct [2][10]. Group 1: Recent Investigations and Penalties - Two A-share companies, Tian Sheng New Materials and Yahui Long, were recently announced to be under investigation for suspected information disclosure violations [2][6]. - ST Funi was fined 6.5 million yuan for financial fraud involving collusion with a third-party company, which led to inflated profits of approximately 35.8 million yuan in 2020 [3][4]. - Rongbai Technology was fined 9.5 million yuan for misleading statements regarding a major contract, with the investigation concluding within a month [5][6]. Group 2: Overview of Violations - A total of eight A-share companies and four individuals have been investigated since the beginning of 2026, with the majority facing issues related to information disclosure violations [6][7]. - Specific cases include Baoxin Technology and its actual controller being investigated for information disclosure violations, and the independent director of *ST Dongjing being investigated for insider trading [7][8]. Group 3: Regulatory Environment - The regulatory environment has become increasingly stringent, with a significant number of companies being penalized for financial misconduct in 2025, particularly in the area of information disclosure violations [10][12]. - The China Securities Regulatory Commission (CSRC) has emphasized the need for a comprehensive system to combat financial fraud, indicating a shift towards proactive governance rather than reactive measures [12][13].