证券日报网讯1月23日，温氏股份（300498）在互动平台回答投资者提问时表示，温氏投资核心聚焦于 农牧食品产业链及围绕产业链的赋能科技，致力于构建高效、协同的温氏产业链生态圈。公司当前有投 资布局与农牧业相关的智能化机器人技术，旨在强化产业链技术储备，赋能主产业可持续发展，如AI 养殖等。目前相关投资对公司业绩直接影响较小，提醒注意投资风险。 ...

证券日报网讯1月23日，温氏股份（300498）在互动平台回答投资者提问时表示，公司高度重视信息保 密与公平披露，严格遵循信息披露相关规定，及时履行了有关本次股份转让及减持计划的预披露义务。 截至目前，公司未发现任何涉及本次股份转让及减持计划在公告前泄露的情形。二级市场股价及资金流 向受市场因素、资金博弈、投资者情绪、行业环境等多重复杂因素影响，敬请广大投资者注意投资风 险。 ...

第1笔成交价格为12.56元，成交25.75万股，成交金额323.46万元，溢价率为-19.69%，买方营业部为中 国中金财富证券有限公司云浮新兴东堤北路证券营业部，卖方营业部为中国中金财富证券有限公司云浮 新兴东堤北路证券营业部。 进一步统计，近3个月内该股累计发生20笔大宗交易，合计成交金额为9616.86万元。该股近5个交易日 累计下跌2.07%，主力资金合计净流出3901.05万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月23日，温氏股份收跌0.38%，收盘价为15.64元，发生1笔大宗交易，合计成交量25.75万股，成交金 额323.46万元。 责任编辑：小浪快报 ...

两融数据显示，该股最新融资余额为10.88亿元，近5日增加8449.83万元，增幅为8.42%。（数据宝） 1月23日温氏股份大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 盘折溢价 | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | （%） | | | | | | | | 中国中金财富证券有限公司 | 中国中金财富证券有限公司 | | 25.75 | 323.46 | 12.56 | -19.69 | 云浮新兴东堤北路证券营业 | 云浮新兴东堤北路证券营业 | | | | | | 部 | 部 | （文章来源：证券时报网） 温氏股份1月23日大宗交易平台出现一笔成交，成交量25.75万股，成交金额323.46万元，大宗交易成交 价为12.56元，相对今日收盘价折价19.69%。该笔交易的买方营业部为中国中金财富证券有限公司云浮 新兴东堤北路证券营业部，卖方营业部为中国中金财富证券有限公司云浮新兴东堤北路证券营业部。 进一步统计，近3个月内该股累计发生2 ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002714 牧原股份 | | 4864.44万 | 2.40% | -1.03 Z | -5.09% | 5472.11万 | 2.70% | | 000048 京基智农 | | 3754.32万 | 5.32% | -2675.12万 | -3.79% | -1079.19万 | -1.53% | | 300498 温氏股份 | | 1469.67万 | 1.96% | -3572.38万 | -4.77% | 2102.71万 | 2.81% | | 600965 福成股份 | | 1392.45万 | 8.25% | -116.50万 | -0.69% | -1275.95万 | -7.56% | | 300761 立华股份 | | 1088.54万 | 6.42% | -420.66万 | -2.48% | -667.88万 | -3.94% | | 6052 ...

Core Viewpoint - The article highlights the significant achievements in the agricultural sector of Yunfu during the "14th Five-Year Plan" period, emphasizing the integration of ecological development with agricultural productivity, leading to increased income for farmers and enhanced quality of life in rural areas [2][21][106]. Group 1: Agricultural Development Achievements - Yunfu's modern agricultural output has surpassed 100 billion yuan annually, with 2 national and 15 provincial-level modern agricultural industrial parks established [2][3]. - The city has become a major poultry producer, with an annual output of 220 million birds, ranking first in the province [4]. - The average disposable income of rural residents has increased by 6.48% annually, reflecting the economic growth in the agricultural sector [5][6]. Group 2: Ecological Initiatives - Yunfu is the only national pilot city for the ecological product value realization mechanism, focusing on ecological construction as a priority for rural revitalization [21][22]. - The air quality in Yunfu has maintained a good rate of over 97%, with significant improvements in major air pollutants compared to the "13th Five-Year Plan" [25]. - The forest coverage rate has increased to 68.78%, with 1.44 million acres of forest quality improvement completed [33]. Group 3: Financial Innovations - Yunfu has created the first national "Agricultural Carbon Sink Economic Project Library" and established the first "Zero Carbon Financial Service Station" in the province [45][46]. - Innovative financial products have been introduced, allowing farmers to use ecological resources as collateral for loans, promoting green agriculture [48][50]. - A local pharmaceutical company received a 35 million yuan loan linked to water-saving and emission reduction efforts, demonstrating the financial benefits of sustainable practices [51]. Group 4: Product Branding and Market Expansion - Yunfu has implemented a brand-strengthening strategy, focusing on unique agricultural products like "Yunfu South Medicine" and "Yunan Seedless Yellow Skin" to enhance market competitiveness [83][84]. - The complete industrial chain for Yunan Seedless Yellow Skin has generated over 8 billion yuan, showcasing the economic potential of local specialties [81][82]. - The establishment of transportation infrastructure, including the Guangzhan high-speed railway and logistics ports, has improved the efficiency of agricultural product distribution [103][104]. Group 5: Future Outlook - Looking ahead to the "15th Five-Year Plan," Yunfu aims to continue its mission of advancing development and enhancing the ecological product value realization mechanism [108][109]. - The focus will remain on making rural areas more livable, agriculture more prosperous, and farmers happier, while expanding the reach of "Yun" branded agricultural products [109].

每经AI快讯，温氏股份（300498.SZ）1月23日在投资者互动平台表示，温氏投资核心聚焦于农牧食品产 业链及围绕产业链的赋能科技，致力于构建高效、协同的温氏产业链生态圈。公司当前有投资布局与农 牧业相关的智能化机器人技术，旨在强化产业链技术储备，赋能主产业可持续发展，如AI养殖等。目 前相关投资对公司业绩直接影响较小，提醒您注意投资风险。 （文章来源：每日经济新闻） ...

斑马消费 沈庹 尽管已临近农历新年，猪肉消费进入一年中最集中的时间节点，但猪价并未如想象的那样大幅上涨。 2026年1月以来，尽管全国生猪平均价格连续3周上涨，但涨幅有限。1月22日，全国农产品批发市场猪肉平均价格18.50元/千克，与前一日持 平。 行业正试图通过放缓生猪出栏量，来扭转供需关系挺价，但从趋势来看，即便猪价在下月的春节期间有所上涨，消费者的"红烧肉自由"也将毫 无压力。 这几乎是2025年生猪市场行情的延续。在行业产能大幅释放、消费需求疲软的双重压力下，传统猪周期的节奏，已经被彻底打乱。 日前，多家上市猪企披露年度产销数据显示，去年生猪出栏量增加、收入减少，导致业绩普遍下降。 有行业人士预计，2026年下半年市场行情或有好转，但未必好过2025年。 猪养多了 2025年，对于普通消费者来说，猪肉价格相当友好，平时过早吃不起的腰花猪肝浇头面，也能从容支付，一点压力都没有。 去年12月最后一周，生猪定点屠宰企业生猪平均收购价为13.09元/千克，同比下降24.5%；白条肉平均出厂价为17.10元/千克，同比下降 24.4%。 处于上游供应端的猪企们，日子更为难过。日前，多家企业披露年度产销数据显示 ...

Investment Rating - The industry investment rating is "Buy" [2] Core Insights - The public fund allocation in the agriculture, forestry, animal husbandry, and fishery sector has decreased by 0.15 percentage points, currently at a low allocation level of approximately 1.01%, which is 0.38 percentage points below the standard allocation ratio of 1.39% [15][21] - The report highlights a continued decline in holdings across various sub-sectors, with the feed sector experiencing the most significant drop of 0.14 percentage points [21] - Major public fund holdings are concentrated in leading companies within the livestock breeding industry and related agricultural sectors, with notable stocks including Muyuan Foods (0.28%), Wens Foodstuffs (0.07%), and others [22][24] Summary by Sections 1. Sector Allocation - The public fund allocation in the agriculture, forestry, animal husbandry, and fishery sector is approximately 1.01%, down 0.15 percentage points from the previous quarter, indicating a low allocation level compared to the standard ratio of 1.39% [15] 2. Sub-sector Holdings - The holdings in the feed and breeding sectors have both decreased, with the feed sector at 0.47% (down 0.14 percentage points) and the breeding sector at 0.43% (down 0.01 percentage points) [21] 3. Major Holdings - The report indicates that public fund holdings are primarily in leading companies in the livestock breeding chain and related agricultural sectors, with significant holdings in Muyuan Foods, Wens Foodstuffs, and others [22] 4. Investment Recommendations - In the pig farming sector, the report suggests that companies with cost advantages will have a significant competitive edge, recommending major players like Wens Foodstuffs and Muyuan Foods, while also highlighting potential in smaller firms like Tian Kang Biological and Shennong Group [37] - For the poultry sector, the report notes potential supply declines due to avian influenza, recommending attention to companies like San Nong Development and Yisheng Biological [37] - In the feed sector, the report remains optimistic about leading companies expanding their market share domestically and internationally, emphasizing the importance of cost efficiency [37] - The report also suggests monitoring developments in biotechnology and industry consolidation in the planting sector, recommending companies like Suqian Agricultural Development and Beidahuang [37] - In the pet industry, the report highlights the trend towards market consolidation and recommends companies like Guibao Pet and Zhongchong Co. [37]

Core Insights - In December 2025, 16 major pig farming companies in China achieved a total sales volume of 17.72 million pigs, marking a year-on-year increase of 3.51% and a month-on-month increase of 7.15% [1][5][6] - The total revenue for these companies in December was 22.104 billion yuan, reflecting a year-on-year decline of 26.85% but a month-on-month increase of 4.87% [1][5][11] Sales Volume Analysis - The leading company, Muyuan Foods, sold 6.98 million pigs in December, while Wens Foodstuffs and New Hope reported sales of over 1.8 million pigs each [1][6] - Jin Xin Nong and Zhengbang Technology experienced significant sales growth, with increases exceeding 70% year-on-year, while four companies, including Muyuan Foods and Tangrenshen, saw declines of over 10% [1][6][10] Revenue Analysis - The revenue figures for December showed that Jin Xin Nong and Zhengbang Technology had revenue growth rates exceeding 20%, while four companies, including Zhenghong Technology and Tiankang Biological, reported revenue declines of over 30% [1][11] - Muyuan Foods generated 9.667 billion yuan in revenue for December, down 36.06% year-on-year, while Wens Foodstuffs and New Hope also reported declines of 11.38% and 10.75%, respectively [10][12] Price Trends - The average transaction price for pigs in the national market fluctuated around 15 yuan per kilogram in early 2025, dropping to a low of 11.05 yuan per kilogram in the latter half of the year [2]