格隆汇8月5日丨温氏股份(300498.SZ)在互动平台表示，养鸡业务是公司主营业务之一。2024年，公司 共实现肉鸡销售12.08亿只（含毛鸡、鲜品及熟食），市场占有率稳居上市企业首位。2024年，公司肉 鸡类产品营业收入占公司总营业收入34.1%。未来，公司将继续稳步发展养鸡业务，持续提升养鸡业务 核心竞争力水平。公司暂无布局宠物饲料业务的计划。 ...

水泥(大部份已反映)：中国建材 医疗(大部份已反映)：三生制药、威高股份 保险(部份已反映)：中国平安、太保 猪肉(部份已反映)：牧原股份、温氏股份 太阳能供应链(轻微反映)：协鑫科技、通威股份、隆基绿能 餐饮外卖(轻微反映)：阿里巴巴 锂(轻微反映)：盐湖股份 化工(未反映)：华鲁恒升、恒力石化 汽车(未反映)：比亚迪、理想汽车、长城汽车 格隆汇8月5日｜瑞银发表报告，列出潜在受惠"反内卷"政策的板块和首选股名单，并关注相关板块股价 是否已反映相关因素。 ...

证券之星消息，根据天眼查APP数据整理，近日，广东温氏电商有限公司成立，法定代表人为秦磊，注 册资本500万元，经营范围包含：一般项目：信息技术咨询服务；技术服务、技术开发、技术咨询、技 术交流、技术转让、技术推广；软件开发；数字文化创意软件开发；互联网销售(除销售需要许可的商 品)；日用杂品销售；供港澳活畜禽经营；畜禽收购；鲜蛋零售；鲜蛋批发；食用农产品批发；食用农 产品零售；食用农产品初加工；畜牧渔业饲料销售；农副产品销售；信息咨询服务(不含许可类信息咨 询服务)。(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：互联网信息服务； 互联网直播技术服务；食品互联网销售；家禽饲养；家禽屠宰；活禽销售；种畜禽经营；种畜禽生产； 食品销售。(依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批 准文件或许可证件为准)。天眼查APP股权穿透显示，该公司由温氏股份全资持股。 数据来源：天眼查APP ...

Investment Rating - The report maintains a "Recommended" rating for the agricultural, forestry, animal husbandry, and fishery industry [1][8]. Core Viewpoints - The report highlights a long-term revaluation opportunity for the pig industry, indicating that while pig prices are experiencing fluctuations, there is still downward pressure. The industry is expected to transition towards a self-regulatory and stable phase, benefiting leading companies such as Wens Foodstuffs, Muyuan Foods, and Juxing Agriculture [4][14]. - The poultry sector is currently facing low prices, but there are signs of marginal improvement in the cycle, with recommendations for companies like Shennong Development and Lihua Stock [5][24]. - The animal health sector is anticipated to see performance recovery and investment opportunities in pet medical services, with a focus on companies like Kexin Biological and Ruipuhua [6][34]. - The planting sector is experiencing a decline in the pig-to-grain price ratio, with ongoing commercialization of genetically modified seeds benefiting early adopters [7][37]. - The feed sector is witnessing price fluctuations, with recommendations for Haida Group and attention to He Feng Stock [7][42]. - The pet economy is thriving, with domestic brands gaining strength, and the report recommends companies in the pet food sector such as Guibao Pet and Zhongchong Stock [7][51]. Summary by Sections Pig Industry - The average price of pigs is currently around 14.08 yuan/kg, with fluctuations noted [14]. - The number of breeding sows has increased slightly, indicating a stable supply [14]. - Key recommendations include Wens Foodstuffs, Muyuan Foods, and Juxing Agriculture, with a suggestion to pay attention to Dekang Agriculture [4][14]. Poultry Industry - The price of white feather chicken is low, with a focus on potential marginal improvements in the cycle [5][23]. - The report notes a significant update in the breeding stock, with a mix of imported and self-bred varieties [5][24]. - Recommended companies include Shennong Development and Lihua Stock [5][24]. Animal Health - The report anticipates continued recovery in animal health companies' performance, supported by stable profits in the pig farming sector [6][34]. - The approval of mRNA vaccines for veterinary use marks a significant technological advancement [6][34]. - Recommended companies include Kexin Biological and Ruipuhua, with additional attention to Huisheng Biological and Jinhai Biological [6][34]. Planting Sector - The pig-to-grain price ratio has decreased, with ongoing commercialization of genetically modified seeds [7][37]. - Recommendations include Suqian Agricultural Development and Longping High-Tech [7][37]. Feed Sector - Feed prices are experiencing fluctuations, with specific prices noted for different types of feed [7][42]. - The report suggests that the feed industry is likely to see increased concentration, recommending Haida Group and monitoring He Feng Stock [7][42]. Pet Industry - The pet market is growing, with a significant increase in consumption and brand development [7][51]. - Recommendations include Guibao Pet, Zhongchong Stock, and Peidi Stock in the pet food sector, as well as Ruipuhua in the pet medical sector [7][51].

温氏股份8月4日大宗交易平台出现一笔成交，成交量12.55万股，成交金额205.82万元，大宗交易成交价 为16.40元，相对今日收盘价折价5.80%。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4笔大宗交易，合计成交金额为2007.62万元。 证券时报·数据宝统计显示，温氏股份今日收盘价为17.41元，上涨0.58%，日换手率为0.49%，成交额为 5.11亿元，全天主力资金净流入4005.81万元，近5日该股累计下跌3.28%，近5日资金合计净流入6998.33 万元。 两融数据显示，该股最新融资余额为9.50亿元，近5日增加1.09亿元，增幅为13.03%。（数据宝） 8月4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） | （%） | | | | ...

证券之星消息，8月4日养殖业板块较上一交易日上涨0.4%，圣农发展领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。养殖业板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002714 牧原股份 | | 6971.67万 | 6.69% | 4616.01万 | 4.43% | -1.16 Z | -11.12% | | 300498 温氏股份 | | 4385.63万 | 8.58% | 2376.28万 | 4.65% | -6761.90万 | -13.22% | | 603477 | 巨星农牧 | 1896.30万 | 8.49% | 1250.29万 | 5.59% | -3146.59万 | -14.08% | | 002458 益生股份 | | 1300.19万 | 12.83% | -567.81万 | -5.60% | -7 ...

（原标题：温氏股份在广东成立电商公司，含供港澳活畜禽经营业务） 企查查APP显示，近日，广东温氏电商有限公司成立，法定代表人为秦磊，注册资本为500万元，经营 范围包含：数字文化创意软件开发；日用杂品销售；供港澳活畜禽经营；畜禽收购；鲜蛋零售；鲜蛋批 发等。企查查股权穿透显示，该公司由温氏股份（300498）全资持股。 ...

Investment Rating - The report gives an "Overweight" rating for the agricultural, forestry, animal husbandry, and fishery industry, indicating that the industry is expected to outperform the overall market [4][49]. Core Insights - The report emphasizes the importance of the "anti-involution" process in the pig farming industry and suggests seizing investment opportunities in high-quality pig farming companies. It highlights the expected improvement in industry profitability and stability due to capacity control measures [3][4]. - The report also notes that the pet food industry is experiencing a resurgence, with expectations for mid-year reports to positively impact certain companies, despite potential challenges from U.S.-China trade tensions affecting Q2 export performance [4]. Summary by Sections Market Performance - The Shenwan Agricultural, Forestry, Animal Husbandry, and Fishery Index fell by 3.0%, while the CSI 300 Index decreased by 1.8%. The top five gainers included Shenyuan Biological (+27.7%) and Andeli (+13.6%), while the top five losers included Dayu Water-saving (-10.3%) and ST Tianshan (-10.0%) [3][4]. Pig Farming - The average price of external three yuan pigs was 14.02 yuan/kg as of August 3, showing a week-on-week decrease of 0.6%. The average weight of market pigs was 127.98 kg, down 0.50 kg from the previous week. The price of weaned piglets fell slightly to 429 yuan/head, down 11 yuan from the previous week [3][4]. - The report stresses the need to focus on high-quality pig farming companies as the industry moves towards a phase of stable and high-quality development, with expected improvements in profitability and valuation for leading companies like Muyuan Foods, Dekang Agriculture, and Wens Foodstuffs [3][4]. Poultry Farming - For white feather broilers, the average selling price of commercial broiler chicks rose to 2.33 yuan/chick, a week-on-week increase of 45.6%. The average selling price of white feather broiler meat was 3.35 yuan/kg, up 2.2% week-on-week [3][4]. - The report anticipates a recovery in profitability for yellow feather broilers as the traditional consumption peak season approaches, suggesting a focus on companies like Lihua Stock [3][4]. Animal Health - The report indicates a recovery in animal health companies' performance due to improved profitability in pig farming and rising demand for vaccines. The industry saw a 15.8% year-on-year increase in vaccine approvals in the first five months of 2025 [3][4]. - Companies like Huisheng Biological and Kexin Biological are highlighted as potential beneficiaries of this trend [3][4].

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The pork market is experiencing an oversupply, leading to a continued decline in pork prices. The average price of external three yuan pigs is 14.13 yuan/kg, with a week-on-week decrease of 1.09% [2][12] - The Ministry of Agriculture and Rural Affairs emphasizes the need for quality improvement and efficiency enhancement in the pig industry, suggesting that outdated production capacity will gradually be eliminated [2][13] - The report highlights the potential benefits of genetically modified crops in increasing yield and self-sufficiency rates for key varieties, with specific companies recommended for investment [12] Summary by Sections Planting Industry - A meeting was held to discuss increasing crop yields in Northeast China, which is crucial for national food security. The region has seen improvements in planting density and technology, contributing to stable yield increases [1] - Companies such as Beidahuang and Suqian Agricultural Development are expected to benefit from these developments, along with seed companies like Dabeinong and Longping High-Tech [1][12] Pig Farming - The average price of pigs has shown a downward trend, with the average weight of slaughtered pigs decreasing for eight consecutive weeks. The number of breeding sows has also decreased slightly [2][12] - The report suggests focusing on companies with significant cost improvements and high future output elasticity, including DeKang Agriculture and Mu Yuan Co., Ltd. [13] Key Agricultural Product Data Tracking - Corn: The average price is 2406.65 yuan/ton, with a week-on-week decrease of 0.09% [27] - Wheat: The average price is 2440.86 yuan/ton, with a week-on-week decrease of 0.08% [30] - Rice: The average price of japonica rice is 2912.00 yuan/ton, with a week-on-week increase of 0.14% [35] - Soybeans: The average price is 3926.32 yuan/ton, remaining stable week-on-week [40] - Cotton: The average price is 15410.00 yuan/ton, with a slight decrease of 0.02% [47] Feed and Vitamin Prices - The average price of pig feed is 2.73 yuan/kg, with a week-on-week increase of 0.37% [53] - The average price of vitamin E is 68.00 yuan/kg, remaining stable week-on-week [62]

Investment Rating - The industry rating is "Outperform the Market" (maintained rating) [8] Core Insights - The report highlights the low prices of piglets and the high average weight of market pigs, indicating a significant expectation gap in the pig sector [1][2] - The dairy and beef sectors are experiencing a potential new cycle, with a focus on the recovery of milk prices and the initiation of a beef super cycle [3][4] - The pet food sector is witnessing the rise of domestic brands and a positive trend in exports, reflecting the growth of the pet economy [5][6] - The poultry sector is facing challenges with breeding imports and demand recovery, particularly in the white and egg-laying chicken segments [7][8] - The planting sector emphasizes food security and the importance of biological breeding strategies [9][10] - The feed sector is recommended for investment due to market share growth and consistent performance of leading companies like Haida Group [11][12] Summary by Sections Pig Sector - As of August 2, the average price of pigs is 14.35 CNY/kg, down 3.1% from the previous week, with a profit of approximately 141 CNY per head for self-breeding [1][12] - The price of piglets has reached a new low for the year, with 7kg piglets priced at 429 CNY/head [1][12] - The report suggests focusing on undervalued companies with strong profitability in the pig sector, such as Muyuan Foods and Wens Foodstuffs [2][13] Beef Sector - The average price of live cattle is 26.49 CNY/kg, with a year-on-year increase of 11.6% [3][14] - The report indicates that the dairy industry is nearing the end of a capacity reduction phase, with significant losses expected to drive a rebound in milk prices [4][15] Pet Sector - Domestic brands in the pet food market are growing rapidly, with notable sales figures reported for cat and dog food [5][16] - Exports of pet food have increased, with a total of 16.79 million tons exported in the first half of 2025, reflecting a year-on-year growth of 5.7% [5][16] Poultry Sector - The report emphasizes the importance of breeding imports and the potential for price increases in yellow chickens due to recovering demand [6][7] - The average price of egg-laying chickens is expected to remain high due to import restrictions [7][21] Planting Sector - The focus is on achieving food security through improved agricultural practices and the promotion of biotechnology [9][23] - Key recommendations include investing in leading seed companies and agricultural resource firms [9][23] Feed Sector - Haida Group is highlighted as a key investment opportunity due to its increasing market share and strong performance [11][24] - The report notes a significant recovery in the aquaculture and feed sectors after a prolonged downturn [11][24]