Group 1 - The A-share market's pet economy concept stocks are experiencing a counter-trend rise, indicating strong investor interest in this sector [1] - Yiyi Co., Ltd. has reached a 10% daily limit increase, showcasing significant market confidence [1] - Other notable performers include Babi Foods with a 6% increase, and Yuanfei Pet, Jeya Co., Ltd. with over 5% gains [1] Group 2 - Peti Co., Ltd., Bio Co., Ltd., Lusi Co., Ltd., and Shuangta Foods have all seen increases of over 4%, reflecting a broad positive sentiment in the pet industry [1] - Meino Biological, Haoyue Nursing, Ruipu Biological, and Chuangyuan Co., Ltd. have also reported gains exceeding 3%, further indicating the sector's resilience [1]

Core Points - The Shanghai Composite Index is at 3927.63 points, slightly down by 0.16%, with a total trading volume of 1.2446 trillion yuan [1] - A total of 181 A-shares have surpassed the half-year line, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - Li Min Co., Ltd. (002734) has a deviation rate of 4.31% with a price increase of 6.27% [1] - Yuanda Environmental Protection (600292) shows a deviation rate of 3.35% and a price increase of 3.93% [1] - Oriental Carbon (920175) has a deviation rate of 3.28% with an 8.17% price increase [1] Trading Activity - The total trading volume for A-shares today is reported at 1.2446 trillion yuan [1] - The stocks with the smallest deviation rates include Lian Ke Technology, Lingkang Pharmaceutical, and Publishing Media, which have just crossed the half-year line [1] Deviation Rate Rankings - The top stocks with the highest deviation rates include: - Li Min Co., Ltd. (002734) at 4.31% - Yuanda Environmental Protection (600292) at 3.35% - Oriental Carbon (920175) at 3.28% [1] - Other notable stocks with significant price increases and deviation rates include: - Han Commercial Group (600774) at 3.19% - Rui Pu Biological (300119) at 2.99% [1]

Core Insights - The animal health sector experienced a slight increase of 0.01% on October 9, with the leading stock being Driveline [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Stock Performance - Driveline (920275) closed at 9.57, up 1.38%, with a trading volume of 17,600 and a turnover of 11.63 million [1] - Jinhai Biological (002688) closed at 6.77, up 1.20%, with a trading volume of 183,400 and a turnover of 123 million [1] - Biological Shares (600201) closed at 9.73, up 0.93%, with a trading volume of 470,500 [1] - Huisheng Biological (300871) closed at 20.90, up 0.87%, with a trading volume of 41,600 [1] - Other notable stocks include Plai Ke (603566) at 13.82, up 0.58%, and Haili Biological (603718) at 6.81, up 0.15% [1] Capital Flow - The animal health sector saw a net outflow of 53.09 million from institutional investors, while retail investors had a net inflow of 28.12 million [2] - The total net inflow from speculative funds was 24.97 million [2] Individual Stock Capital Flow - Ruipu Biological (300119) had a net inflow of 7.31 million from institutional investors, while it experienced a net outflow of 9.14 million from retail investors [3] - Plai Ke (603566) saw a net inflow of 2.41 million from institutional investors but a net outflow of 6.28 million from retail investors [3] - Other stocks like *ST Green Kang (002868) and Jinhai Biological (002688) experienced significant net outflows from institutional investors [3]

Core Viewpoint - The animal health sector experienced a rise of 0.98% on September 30, with *ST Lvkang leading the gains, while the overall market indices also showed positive movement [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3882.78, up 0.52% [1]. - The Shenzhen Component Index closed at 13526.51, up 0.35% [1]. - The animal health sector's individual stock performance is detailed in a table, highlighting various stocks' closing prices and percentage changes [1]. Group 2: Stock Performance - *ST Lvkang (002868) closed at 28.01, with a gain of 3.51% and a trading volume of 16,700 shares, amounting to approximately 46.61 million yuan [1]. - Other notable stocks include: - Biological Shares (600201) at 9.64, up 1.69% with a trading volume of 412,400 shares [1]. - Jinhe Biological (002688) at 6.69, up 1.67% with a trading volume of 150,600 shares [1]. - KQ Bio (688526) at 17.72, up 1.37% with a trading volume of 32,700 shares [1]. Group 3: Capital Flow - The animal health sector saw a net inflow of 3.40 million yuan from institutional investors, while retail investors experienced a net outflow of 28.01 million yuan [2][3]. - The detailed capital flow for individual stocks indicates varying levels of net inflow and outflow among different companies [3]. - For instance, Biological Shares (600201) had a net inflow of approximately 19.60 million yuan from institutional investors, while *ST Lvkang (002868) faced a net outflow of about 6.49 million yuan [3].

Core Viewpoint - The company, Reap Bio (300119.SZ), has received a new veterinary drug registration certificate from the Ministry of Agriculture and Rural Affairs for a multi-strain inactivated vaccine targeting avian diseases, marking a significant advancement in the poultry vaccine market in China [1] Group 1: Product Approval - The company and its subsidiaries have obtained the new veterinary drug registration certificate for a vaccine that includes strains for Newcastle disease, infectious bronchitis, avian influenza (H9 subtype), and infectious bursal disease [1] - This product approval fills a market gap for QX-type infectious bronchitis virus multi-strain vaccines in China [1] Group 2: Strategic Implications - The approval reflects the company's forward-looking layout and innovative capabilities in the poultry vaccine sector [1] - The new vaccine enhances the company's product line in poultry vaccines, which is expected to further solidify its leading position in the industry [1] - The introduction of this product is anticipated to provide a new growth point for the company's performance [1]

Core Viewpoint - Reap Bio (300119.SZ) has received a new veterinary drug registration certificate from the Ministry of Agriculture and Rural Affairs for a multi-strain inactivated vaccine targeting avian diseases, marking a significant advancement in the poultry vaccine market in China [1] Group 1: Product Approval - The new veterinary drug is a four-in-one inactivated vaccine for Newcastle disease, infectious bronchitis, avian influenza (H9 subtype), and infectious bursal disease [1] - The approval fills a market gap for QX-type infectious bronchitis virus multi-strain vaccines in China [1] Group 2: Company Positioning - The product reflects the company's forward-looking layout and innovative capabilities in the poultry vaccine sector [1] - The new vaccine enhances the company's poultry vaccine product line, helping to solidify its leading position in the industry [1] - The introduction of this vaccine is expected to provide a new growth point for the company's performance [1]

根据《兽药管理条例》和《兽药注册办法》的规定，瑞普生物股份有限公司 （以下简称"公司""瑞普生物"）及下属分子公司天津瑞普生物技术股份有限 公司空港经济区分公司、瑞普（保定）生物药业有限公司、广州市华南农大生物 药品有限公司近日获得由农业农村部核发的《新兽药注册证书》，详情如下： | 新兽药名称 | | | 研制单位 | 类别 | 新兽药注册证号 | | --- | --- | --- | --- | --- | --- | | 鸡新城疫、传染性支气管 | | | | | | | | | | 瑞普生物股份有限公司、天津 | | | | 亚型）、 | 炎、禽流感（H9 | | 瑞普生物技术股份有限公司空 | | | | 传染性法氏囊病四联灭活 | | | | | （2025）新兽药证字 | | | | | 港经济区分公司、瑞普（保定） | 三类 | | | 疫 苗 株 | （ La | Sota | | | 111 号 | | | | | 生物药业有限公司、广州市华 | | | | 株 +RPVA0406 +TJ-4 | 株 | | | | | | | | | 南农大生物药品有限公司 | | | | +RPVA ...

Core Insights - The report maintains a positive outlook on the pig farming industry, recommending continued investment in pig farming despite recent price declines due to supply pressures [1][7][21] - The report highlights a significant drop in pig prices, with the average price for market pigs at 12.67 yuan/kg, down 3.65% week-on-week [7][32][33] - The report indicates ongoing losses in pig farming, with self-breeding and purchased pig farming yielding losses of 74.11 yuan/head and 236.57 yuan/head respectively [7][37] Industry Overview - The agricultural sector index has decreased by 1.97% week-on-week, while the Shanghai and Shenzhen 300 index increased by 1.07% [11] - Since January 2, 2025, the agricultural sector has seen a total increase of 16.95%, compared to a 15.63% increase in the Shanghai and Shenzhen 300 index [12][11] - The report notes that the pig farming sector is currently in a downward cycle, with supply pressures gradually being released [21] Pig Farming Data Tracking - The number of breeding sows has slightly decreased by 0.80% month-on-month in August, indicating a potential reduction in future supply [22][7] - The average weight of market pigs at the time of sale is reported at 128.55 kg [22][8] - The report emphasizes that the current breeding and purchasing sentiment is declining due to stricter environmental regulations and market conditions [17][21] Poultry Farming Data Tracking - The average price for white feathered chickens is reported at 6.90 yuan/kg, with a slight increase of 0.29% week-on-week [38][41] - The report notes that the poultry industry is facing uncertainties due to ongoing outbreaks of avian influenza in overseas markets [38][39] Animal Health Data Tracking - The demand for animal health products is expected to rebound, with significant growth in vaccine approvals and product launches [46] - The report highlights that the industry is seeing a recovery in sales, with some vaccines showing substantial year-on-year growth [46] Seed Industry Data Tracking - The average prices for wheat, soybean meal, and corn have shown slight increases, indicating a potential upward trend in agricultural input costs [50] - The report emphasizes the importance of food security and the need for advancements in agricultural biotechnology [50] Pet Industry Data Tracking - Pet food exports have decreased by 15.5% year-on-year, with a total export value of 834 million yuan in August 2025 [55][56] - Domestic sales of pet food continue to grow, with significant increases reported on e-commerce platforms [57] - The report suggests that companies with strong domestic sales and innovative product offerings are likely to gain market share [59]

（编辑 任世碧） 证券日报网讯 9月29日晚间，瑞普生物发布公告称，公司于2025年9月28日召开第五届董事会第二十七 次（临时）会议，审议通过了《关于变更部分募集资金用途的议案》，同意公司变更2021年向特定对象 发行股票部分募集资金投资项目用途，用于建设"生物制造产业化工程建设项目"，该议案尚需提交公司 股东大会审议。 ...

Core Insights - The animal health sector experienced a slight increase of 0.46% on September 29, with Shenlian Biological leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Shenlian Biological (688098) closed at 10.59, up 1.92% with a trading volume of 68,700 shares and a turnover of 72.32 million yuan [1] - Other notable performers included: - Biological Shares (600201) at 9.48, up 1.50% with a turnover of 503 million yuan [1] - Pulaike (603566) at 13.78, up 1.03% with a turnover of 54.30 million yuan [1] - Zhongmu Shares (600195) at 7.12, up 0.85% with a turnover of 49.02 million yuan [1] Capital Flow - The animal health sector saw a net outflow of 7.69 million yuan from institutional investors, while retail investors contributed a net inflow of 8.08 million yuan [2] - The detailed capital flow for key stocks includes: - Shenlian Biological: net outflow of 5.50 million yuan from retail investors [3] - Biological Shares: net outflow of 7.67 million yuan from retail investors [3] - Pulaike: net outflow of 4.08 million yuan from retail investors [3]