| | | 2月8日晚间重要公告一览 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 业绩精选 | 国机通用 | 业绩快报:2025年度净利润同比增长45.71% | | | 天士力 | 业绩快报:2025年度净利润同比增长15.68% | | | 焦点科技 | 业绩快报:2025年度净利润同比增长11.73% | | | 时代电气 | 业绩快报: 2025年度净利润同比增长10.88% | | | 通行宝 | 业绩快报:2025年度净利润同比增长5.51% | | 定增&重组 | 永太科技 | 筹划购买宁德时代持有的永太高新25%股权 9日 | | | | 起停牌 | | | 瑞立科密 | 筹划发行股份购买资产事项 9日起停牌 | | | 龙韵股份 | 拟购买愚恒影业58%股权 9日起复牌 | | | 营网营创 | 拟购买全域智能营销服务商联世传奇100%股权 | | | 建投能源 | 向特定对象发行股票申请获深交所审核通过 | | | 杉杉股份 | 控股股东及其子公司签署重整投资协议 | | | 亚辉龙 | 因涉嫌信披违法违规 被证监会立案 | | | 天晟新材 | ...

Investment Rating - The report gives an "Overweight" rating for the agricultural industry, indicating that it is expected to outperform the overall market [3][10]. Core Insights - The 2026 Central Document emphasizes food security and agricultural modernization, reiterating the importance of "new agricultural productivity" and the continuous focus on seed industry revitalization, particularly in biological breeding [4]. - In livestock, there is a shift towards "strengthening" comprehensive regulation of pig production capacity, with a focus on stabilizing the beef and dairy industries, and promoting dairy product consumption [4]. - The document highlights the importance of grain security, aiming to stabilize grain production at around 14 trillion jin, and introduces measures to enhance grain circulation efficiency [4]. - The report outlines the implementation of agricultural technology, including the integration of artificial intelligence with agriculture, and identifies key application scenarios such as drones, IoT, and robotics [4]. - The report suggests three main investment focuses: the recovery of the beef and dairy industries, the expected rebound in the pig cycle, and the continued advancement of the seed industry and biological breeding [4]. Summary by Sections Livestock Industry - The report indicates a comprehensive approach to regulating pig production capacity and acknowledges the success of measures taken to support the beef and dairy industries [4]. - It also mentions the introduction of multiple measures to promote dairy product consumption for the first time [4]. Crop Production - The focus remains on food security, with a commitment to stabilize grain production and enhance the efficiency of grain circulation [4]. - The report introduces a new round of initiatives aimed at increasing grain production capacity, particularly for oilseed crops like soybeans [4]. Seed Industry - The report emphasizes the ongoing implementation of seed industry revitalization actions and the acceleration of biological breeding industrialization [4]. - It notes the continuous mention of biological breeding in the Central Document over the past six years, highlighting its growing importance [4]. Agricultural Technology - The report outlines the path for implementing new agricultural productivity, emphasizing the need for technology integration, particularly in AI applications [4]. Agricultural Trade - The report advocates for the coordination of agricultural trade and production, promoting diversification of agricultural imports and supporting the export of competitive agricultural products [4].

中兴通讯：拟2亿元认购粤港澳基金份额 2月6日晚，中兴通讯(000063)发布公告称，公司拟作为有限合伙人出资2亿元人民币认购粤港澳大湾区 创业投资引导基金合伙企业（有限合伙）份额，基金重点关注新一代信息科技、生物技术、高端装备制 造、新材料与新能源、电子硬件、前沿材料等国家政策支持的领域。 萃华珠宝：子公司新增2000万元借款逾期 2月6日晚，萃华珠宝(002731)发布公告称，公司子公司深圳市萃华珠宝首饰有限公司（简称"深圳萃 华"）由于流动资金紧张，出现部分借款未能如期偿还的情形。截至公告披露日，深圳萃华新增一笔借 款逾期，逾期未付本金2000万元。截至公告披露日，公司及子公司累计借款逾期本金为2.54亿元。 白云山：阿法骨化醇软胶囊通过仿制药一致性评价 2月6日晚，白云山(600332)发布公告称，控股子公司广州白云山星群（药业）股份有限公司收到国家药 监局核准签发的《药品补充申请批准通知书》，阿法骨化醇软胶囊（0.25μg、0.5μg）已通过仿制药质 量和疗效一致性评价。阿法骨化醇软胶囊用于治疗内源性1，25-二羟基维生素D3产生不足所致的钙代 谢紊乱性疾病。 昆药集团：2025年净利润同比下降46 ...

| 权益类证券大宗交易 (协议交易) | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 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) | | | | | (元) | (万股/万份) | (万元) | | | | 2026-02-06 | 300761 | 立华股份 | 16.20 | 160.00 | 2.592.00国中金财震证券 | | 中泰证券 | 2月6日，立华股份大宗交易成交160万股，成交额2592万元，占当日总成交额的11.66%，成交价16.2 元，较市场收盘价20.18元折价19.72%。 ...

公司2026年1月销售肉猪19.32万头，销售收入3.04亿元，肉猪销售均价13.12元/公斤，环比变动分别 为-19.77%、-10.32%、12.04%，同比变动分别为19.19%、-3.18%、-18.61%。 智通财经APP讯，立华股份(300761.SZ)披露2026年1月销售情况，公司2026年1月销售肉鸡(含毛鸡、屠 宰品及熟制品)4,846.28万只，销售收入12.89亿元，毛鸡销售均价11.63元/公斤，环比变动分别 为-3.69%、-7.00%、-4.36%，同比变动分别为7.43%、9.80%、-1.27%。 ...

公司2026年1月销售肉猪19.32万头，销售收入3.04亿元，肉猪销售均价13.12元/公斤，环比变动分别 为-19.77%、-10.32%、12.04%，同比变动分别为19.19%、-3.18%、-18.61%。 格隆汇2月6日丨立华股份(300761.SZ)公布，2026年1月销售肉鸡（含毛鸡、屠宰品及熟制品）4,846.28 万只，销售收入12.89亿元，毛鸡销售均价11.63元/公斤，环比变动分别为-3.69%、-7.00%、-4.36%，同 比变动分别为7.43%、9.80%、-1.27%。 ...

公司2026年1月销售肉猪19.32万头，销售收入3.04亿元，肉猪销售均价13.12元/公斤，环比变动分别 为-19.77%、-10.32%、12.04%，同比变动分别为19.19%、-3.18%、-18.61%。 智通财经APP讯，立华股份(300761.SZ)披露2026年1月销售情况，公司2026年1月销售肉鸡(含毛鸡、屠 宰品及熟制品)4,846.28万只，销售收入12.89亿元，毛鸡销售均价11.63元/公斤，环比变动分别 为-3.69%、-7.00%、-4.36%，同比变动分别为7.43%、9.80%、-1.27%。 ...

一、2026 年 1 月销售情况 江苏立华食品集团股份有限公司（以下简称公司）2026 年 1 月销售肉鸡（含 毛鸡、屠宰品及熟制品）4,846.28 万只，销售收入 12.89 亿元，毛鸡销售均价 11.63 元/公斤，环比变动分别为-3.69%、-7.00%、-4.36%，同比变动分别为 7.43%、9.80%、 -1.27%。 证券代码：300761 证券简称：立华股份 公告编号：2026-006 江苏立华食品集团股份有限公司 2026 年 1 月销售情况简报 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 三、特别提示 1、上述财务数据均未经审计，可能与公司定期报告披露的数据存在一定差异， 敬请广大投资者谨慎决策，注意投资风险。 公司 2026 年 1 月销售肉猪 19.32 万头，销售收入 3.04 亿元，肉猪销售均价 13.12 元/公斤，环比变动分别为-19.77%、-10.32%、12.04%，同比变动分别为 19.19%、 -3.18%、-18.61%。 二、销售情况汇总 | 月份 | | | 肉鸡销量（万只） | | 销售收入（亿元） | ...

Investment Rating - The report maintains an "Outperform" rating for the agriculture, forestry, animal husbandry, and fishery industry [1][4]. Core Views - The report anticipates a reversal in the livestock cycle, particularly benefiting Hong Kong dairy farming stocks [1]. - The monthly recommended stock portfolio includes leading companies in various segments: Yuran Agriculture, Modern Farming, Muyuan Foods, Dekang Agriculture, and Lihua Co., among others [1][3]. - The report highlights the expected upward trend in domestic beef and milk prices, driven by a recovery in the livestock cycle and improved cash flow for leading companies [1][14]. Summary by Sections Livestock Sector - The livestock sector is expected to experience a significant turnaround, with recommendations for Yuran Agriculture and Modern Farming as key beneficiaries [1][14]. - The report notes that domestic beef production capacity is decreasing, which may lead to price increases through 2028 [14]. - The improvement in raw milk prices is anticipated to benefit dairy farming companies, with a projected profit increase for Yuran Agriculture and Modern Farming [17]. Swine Sector - The swine sector is highlighted for its potential recovery, with leading companies like Huazhong, Dekang Agriculture, and Muyuan Foods recommended for investment [1][14]. - The report indicates that the industry is moving towards a more stable price center, supported by a reduction in production capacity and improved cash flow for leading firms [15][20]. Poultry Sector - The poultry sector is expected to see a recovery in demand, with recommendations for Lihua Co. and Shengnong Development [1][18]. - The report notes that the supply of white feather chickens is increasing, but demand is expected to improve, leading to potential price recovery [22][24]. Pet Sector - The pet food market is identified as a growing segment, with a focus on domestic brands like Guibao Pet [1][16]. - The report emphasizes the long-term growth potential of the pet sector, driven by rising consumer sentiment and market expansion [16]. Feed Sector - The feed sector is expected to benefit from deeper industrialization in livestock farming, with leading companies like Haida Group recommended [1][18]. - The report notes that feed prices are at historical lows, providing a strong support level for future price recovery [18].

Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [2] Core Insights - The 2026 Central Document emphasizes agricultural modernization, focusing on stabilizing grain production, promoting healthy development in animal husbandry, and enhancing agricultural technology innovation [3][4][5] - The grain production target has been raised to approximately 1.4 trillion jin, with initiatives to improve grain quality and variety [5][6] - The document acknowledges the success of previous measures in the livestock sector and introduces new strategies to boost dairy product consumption [8][9] - Agricultural technology innovation is highlighted, with a focus on the implementation of breeding actions and the integration of AI in agriculture [15][21] Summary by Sections Grain Sector - The document sets a grain production target of stabilizing at around 1.4 trillion jin and emphasizes quality improvement and variety enhancement [5][7] - It includes measures to protect farmers' interests, such as determining minimum purchase prices for rice and wheat [5][7] - The document also stresses the importance of developing a futures market for agricultural products [5][7] Livestock Sector - The document reinforces the need for comprehensive regulation of pig production capacity and acknowledges the success of previous measures in stabilizing the beef and dairy industries [8][9][11] - It promotes measures to enhance dairy product consumption and supports the development of forage crops [9][11] Agricultural Technology - The document continues to emphasize the implementation of breeding actions and the promotion of breakthrough varieties [15][16][17] - It encourages the development of high-end intelligent agricultural machinery and the integration of AI, drones, and IoT into agricultural practices [21][25] Investment Recommendations - The report recommends several companies across different segments, including: - Livestock: YouRan Agriculture, Modern Agriculture [27] - Swine: HuaTong Co., DeKang Agriculture, MuYuan Co., Wen's Co., TianKang Bio, and ShenNong Group [27] - Pet Industry: GuaiBao Pet [27] - Feed: HaiDa Group [27] - Poultry: LiHua Co., YiSheng Co., and ShengNong Development [27] - Animal Health: HuiSheng Bio [27] - Planting Chain: Hainan Rubber, QuanYin High-Tech, Guotou Fengle, and LongPing High-Tech [27]