1月30日，立华股份大宗交易成交88.17万股，成交额1423.95万元，占当日总成交额的3.52%，成交价 16.15元，较市场收盘价20.11元折价19.69%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2026-01-30 | 300761 | 立华股份 | 16.15 | 88.17 | 1,423.95中泰证券股份有限 | 中泰证券股份有限 | | | | | | | 公司厦门七星西路 | 公司常州惠国路证 | | | | | | | 证券营业部 | 券营业部 | ...

截止1月30日10点5分，上证指数跌1.12%，深证成指跌1.31%，创业板指跌0.12%。转基因、种植业与林 业、玉米等板块涨幅居前。 国金证券表示，节后整体处于供需双弱的情况，目前生猪价格底部震荡，整体来看供给端压力或使得节 后猪价下跌。本周生猪出栏均重为128.89公斤/头，生猪出栏均重小幅回升，在此期间的过程中猪价相 对坚挺。从供给端角度来看，1月份预计出栏总量环比减少，但是由于元旦后供需双弱以及行业二育入 场，预计春节前后生猪价格仍有下探空间。政策端主动去产能或持续推进，同时板块的持续亏损利好板 块去产能逻辑和明年下半年猪价上涨。短期来看，生猪价格仍有下降空间，近期行业产能在政策调控和 供给压力下已经有所减少，同时行业价格已经跌破完全成本线，预计整体亏损下行业产能去化，目前板 块景气度底部企稳。中长期来看，生猪养殖行业依旧有较为优秀的中枢利润，且非洲猪瘟之后行业的快 速扩张中，仍有大量企业是低质量扩充产能，行业成本方差依旧巨大，头部企业有充足的超额利润释 放，建议优选低成本的优质企业。 开源证券表示，白羽鸡：海外疫情使得国内祖代引种暂停，短期供给弹性偏弱支撑白羽肉鸡价格。 （1）价格：2025年12 ...

第1笔成交价格为15.88元，成交180.00万股，成交金额2,858.40万元，溢价率为-19.72%，买方营业部为 广发证券股份有限公司江阴滨江西路证券营业部，卖方营业部为中泰证券股份有限公司常州惠国路证券 营业部。 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为2858.4万元。该股近5个交易日累 计上涨1.38%，主力资金合计净流入2213.47万元。 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！ 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 1月29日，立华股份收涨0.87%，收盘价为19.78元，发生1笔大宗交易，合计成交量180万股，成交金额 2858.4万元。 责任编辑：小浪快报 ...

从资金流向上来看，当日养殖业板块主力资金净流入2.53亿元，游资资金净流出1.71亿元，散户资金净流 出8215.54万元。养殖业板块个股资金流向见下表： 证券之星消息，1月29日养殖业板块较上一交易日上涨1.85%，福成股份领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。养殖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) | | | --- | --- | --- | --- | --- | --- | --- | | 600965 | 福成股份 | 6.46 | 5.38% | 34.73万 | | 2.23亿 | | 002714 | 牧原股份 | 46.33 | 2.64% | 61.78万 | | 28.24亿 | | 603477 | 巨星农牧 | 17.74 | 2.42% | 12.24万 | | 2.16亿 | | 300498 | 温氏股份 | 15.55 | 1.97% | 62.78万 | | 9.68亿 | | 301116 | 益客食品 | 11.73 | 1.91% | ...

证券之星消息，1月28日养殖业板块较上一交易日上涨0.38%，晓鸣股份领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。养殖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) | | --- | --- | --- | --- | --- | --- | | 300967 | 晓鸣股份 | 21.63 | 10.41% | 22.47万 | 4.68亿 | | 000735 | 罗牛山 | 8.03 | 3.08% | 56.83万 | 4.53亿 | | 002982 | 湘佳股份 | 14.32 | 2.51% | 7.52万 | 1.07亿 | | 300761 | 立华股份 | 19.61 | 2.08% | 11.52万 | 2.23亿 | | 002299 | 圣农发展 | 16.88 | 1.87% | 18.34万 | 3.08亿 | | 000876 | 新希望 | 8.87 | 1.37% | 59.31万 | 5.23亿 | | 002458 | 益生股份 | 9.48 | 1.28 ...

2026 年 01 月 25 日 行业周报 看好/维持 农林牧渔 农林牧渔 农业周报 20260118-20260124：猪价反弹，粮价上涨 走势比较 20% 30% 40% (10%) 0% 10% 25/1/27 25/4/9 25/6/20 25/8/31 25/11/11 26/1/22 推荐公司及评级 | 中宠股份 | 买入 | | --- | --- | | 牧原股份 | 买入 | | 苏垦农发 | 买入 | 相关研究报告 <<农业周报 20260111-20260117：猪 价旺季反弹，产能持续去化>>-- 2026-01-20 <<农业周报 20260103-20260110：猪 价旺季反弹力度式微，产能去化动力 有望增强>>--2026-01-12 <<农业周报 20251214-20251220：养 猪业面临多重压力，产能去化或加 速>>--2025-12-22 证券分析师：程晓东 电话：010-88321761 E-MAIL：chengxd@tpyzq.com 分析师登记编号：S1190511050002 报告摘要 一、市场回顾 本周农业指数上涨，其中种植指数领涨。1.本周，申万农业指数 ...

| 605567 | 春雪食品 | -1.27 | 1.94 | -33.37 | | --- | --- | --- | --- | --- | | 002982 | 湘佳股份 | -2.51 | 3.21 | -18.42 | | 301116 | 益客食品 | -2.98 | 1.68 | 59.45 | | 603609 | 禾丰股份 | -1.63 | 0.59 | 143.84 | | 002299 | 圣农发展 | -2.01 | 1.26 | 175.36 | | 002234 | 民和股份 | -1.28 | 3.54 | 179.52 | | 000895 | 双汇发展 | -0.39 | 0.40 | 239.20 | | 002458 | 益生股份 | -0.85 | 3.46 | 267.78 | | 603668 | 天马科技 | 0.06 | 1.42 | 324.17 | | 300761 | 立华股份 | -2.64 | 2.20 | 1026.22 | 资金面上看，今日养鸡概念板块获主力资金净流出1.94亿元，其中，14股获主力资金净流出，8股主力 资金净流出超千万元，净流 ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300761 | 立华股份 | 1420.36万 | 5.38% | 1632.48万 | 6.18% | -3052.84万 | -11.56% | | 002746 仙坛股份 | | 331.40万 | 2.71% | 800.74万 | 6.54% | -1132.14万 | -9.25% | | 002234 | 民和股份 | 198.93万 | 1.99% | 452.35万 | 4.53% | -651.28万 | -6.53% | | 002982 湘佳股份 | | 23.59万 | 0.41% | 1024.00万 | 17.64% | -1047.59万 | -18.04% | | 301116 | 益客食品 | -37.83万 | -0.44% | 261.20万 | 3.03% | -223.38万 | -2.60% | | 001201 | 东瑞 ...

Investment Rating - Investment rating: Positive (maintained) [1] Core Insights - The report highlights supply pressures in the poultry industry, particularly due to overseas avian influenza affecting domestic breeding, leading to a temporary halt in the introduction of grandparent stock, which supports white feather broiler prices in the short term [3][13][19] - The demand for yellow feather broilers is under pressure due to seasonal demand decline and reduced restocking, with prices expected to rebound slightly due to pre-festival demand but remain generally weak [4][28] - Egg prices continue to decline, with high inventory levels prompting accelerated culling of hens, which may provide some support for future egg prices [36] Summary by Sections White Feather Broilers - December 2025 national average sales price for white feather broilers was 7.44 yuan/kg, up by 0.31 yuan/kg month-on-month, with a loss of 0.26 yuan per bird, an increase of 0.75 yuan [3][13] - The total stock of white feather grandparent stock at the end of December was 2.3377 million sets, up by 11.3% month-on-month, with parent stock at 36.9395 million sets, up by 0.1% [15][19] Yellow Feather Broilers - December average sales price for medium-speed yellow feather broilers was 11.77 yuan/kg, down by 3.07% month-on-month, with parent stock sales down by 10.43% [4][28] - Total stock of yellow feather grandparent stock at the end of December was 2.7411 million sets, down by 1.03% month-on-month [4][28] Egg Production - December egg price was 2.89 yuan/kg, down by 0.79% month-on-month, with egg-laying hen profit at -26.60 yuan per bird, an increase of 1.80 yuan [36] - The total stock of laying hens at the end of December was 1.295 billion, down by 0.92% month-on-month, but up by 7.11% year-on-year [36] Sales Performance - December sales volume of white feather chick seedlings was 408 million, remaining stable month-on-month, with parent stock sales up by 17.56% [15][38] - December chicken meat sales varied, with Xiantan Co. reporting a sales volume of 51,200 tons, down by 3.08% month-on-month, but revenue increased by 9.56% [51] - December sales volume of yellow feather broilers varied, with Wens Foodstuffs reporting a sales volume of 109 million birds, down by 7.06% month-on-month [56]

Core Insights - The report indicates a rebound in pig prices, with the average price for lean pigs at 13.09 CNY/kg as of January 23, reflecting a 4.8% week-on-week increase, although down 17.6% year-on-year. The industry is returning to profitability, with self-breeding operations reportedly earning about 40 CNY per head [2][10] - The report highlights a significant increase in the price of piglets, which rose to 353 CNY/head, a 7% increase week-on-week, suggesting a positive outlook among farmers for pig prices in the second half of the year [2][10] - The report recommends major breeding companies such as Wens Foodstuffs Group and Muyuan Foods, while also highlighting potential in smaller firms like Tiankang Biological and Shennong Group [2][10] Livestock Farming - The average price of white feather chickens is reported at 3.7 CNY/jin, down 1.3% week-on-week, with supply concerns due to avian influenza affecting imports from France [2][10] - The dairy sector shows a slight increase in fresh milk prices to 3.03 CNY/kg, up 0.3% week-on-week, while some regions report prices rebounding to 3.3-3.4 CNY/kg [2][11] - The report notes that the supply of beef is expected to tighten due to new import tariffs, which may lead to increased domestic beef prices and improved earnings for companies like Yurun Food and Modern Farming [2][11] Feed and Animal Health - The report indicates a continued upward trend in aquaculture prices, driven by supply-demand imbalances and seasonal factors, which may benefit feed demand in the short term [2][12] - The feed industry remains competitive, with leading companies expected to gain market share due to their comprehensive advantages [2][12] - The report suggests that leading animal health companies are expanding into pet healthcare, with growth potential in pet vaccines and pharmaceuticals [2][12] Agricultural Sector Performance - The agricultural sector outperformed the market by 1 percentage point, with the sector rising by 0.4% while the CSI 300 index fell by 0.6% [2][18] - Sub-sectors such as planting, agricultural processing, and fisheries showed notable gains, with increases of 4.1%, 4.0%, and 2.9% respectively [2][18] Agricultural Product Prices - The report tracks significant price movements in agricultural products, noting a 4.8% increase in pig prices and a 1.3% decrease in chicken prices [2][20] - The report also highlights the current prices of corn at 2375 CNY/ton, up 0.5% week-on-week, and soybean meal at 3194 CNY/ton, down 0.1% [2][44][53] - The report indicates that the price of wheat has also increased by 0.5% to 2527 CNY/ton [2][55]