1月6日，唐人神发布公告称，公司近日收到公司持股5%以上股东大生行饲料有限公司（以下简称"大生 行"）函告，获悉大生行于2025年12月10日至2026年1月5日通过深圳证券交易所大宗交易方式累计减持 公司股份278.8万股，占公司总股本的0.20%，大生行持有公司股份比例由6.20%下降至6%，权益变动触 及1%的整数倍。大生行本次减持不会导致公司控制权发生变更，也不会对公司治理结构及持续经营产 生重大影响。 （企业公告） ...

南财智讯1月6日电，唐人神公告，公司股东大生行饲料有限公司于2025年12月10日至2026年1月5日通过 深圳证券交易所大宗交易方式累计减持公司股份278.8万股，占公司总股本的0.20%。本次权益变动后， 大生行持有公司股份比例由6.20%下降至6%。本次减持不会导致公司控制权发生变更，也不会对公司治 理结构及持续经营产生重大影响。 ...

证券代码：002567 证券简称：唐人神 公告编号：2026-001 唐人神集团股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍的公告 公司股东大生行饲料有限公司保证向本公司提供的信息内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 2 | 股东及其一致行动人法 | 不适用 | | --- | --- | | 定期限内不减持公司股 | | | 份的承诺 | | | 7.备查文件 | | | 1．中国证券登记结算有限责任公司持股变动明细 | | | 2．相关书面承诺文件 | | | 3．律师的书面意见 | | 4．深交所要求的其他文件 （注：若出现总数与各分项数值之和尾数不符的情况，为四舍五入原因造成。） 二、其他相关说明 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 唐人神集团股份有限公司（以下简称"公司"或"唐人神"）近日收到公司持股 5%以上股 东大生行饲料有限公司（以下简称"大生行"）函告，获悉大生行于 2025 年 12 月 10 日至 2026 年 1 月 5 日通过深圳证券交易所大宗交易方式累计减持公司股份 2,788,000 股，占公司总股 本 ...

唐人神公告称，近日收到持股5%以上股东大生行饲料有限公司函告，2025年12月10日至2026年1月5 日，大生行通过大宗交易累计减持公司股份278.8万股，占总股本0.20%，持股比例由6.20%降至6%，权 益变动触及1%整数倍。本次减持不会导致公司控制权变更，也不影响公司治理结构及持续经营。因减 持股份来源，大生行无需预先披露减持计划。 ...

1月5日，唐人神收涨0.23%，收盘价为4.41元，发生1笔大宗交易，合计成交量78.8万股，成交金额 340.42万元。 第1笔成交价格为4.32元，成交78.80万股，成交金额340.42万元，溢价率为-2.04%，买方营业部为中信 建投证券股份有限公司北京东城分公司，卖方营业部为招商证券股份有限公司长沙芙蓉中路证券营业 部。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为1219.42万元。该股近5个交易日累 计上涨0.46%，主力资金合计净流入110.72万元。 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！ 责任编辑：小浪快报 ...

1月5日，唐人神大宗交易成交78.8万股，成交额340.42万元，占当日总成交额的4.95%，成交价4.32元， 较市场收盘价4.41元折价2.04%。 | 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) | | | | 2026-01-05 | 002567 | 唐人神 | 4.32 | 78.80 | 340.42 | 中信建投证券股份 | 招商证券股份有限 | | | | | | | | 有限公司北京东城 | 公司长沙美蓉中路 | | | | | | | | 分公司 | 证券营业部 | ...

Core Insights - The report highlights a significant rebound in pork prices before the New Year, with the average price of lean pigs reaching 12.39 CNY/kg, a 7.6% increase from the previous week, although it remains 19.7% lower year-on-year [5][13][23] - The implementation of a safeguard policy for beef import quotas is expected to alleviate domestic supply pressures, with a total import quota of 2.688 million tons for 2026, which is 93.5% of the total imports in 2024 [14] - The report recommends focusing on leading companies with cost advantages in the livestock sector, particularly Wens Foodstuff and Muyuan Foods, while also highlighting potential turnaround candidates like Zhengbang Technology [5][13] Livestock Farming - The report notes that the pork market is under pressure due to significant losses in the industry, but the reduction in production capacity is expected to accelerate, leading to a more stable price environment in the first half of 2026 [5][13] - For poultry, the average price of white feather chickens is reported at 3.78 CNY/lb, down 3.1% week-on-week, while yellow feather chicken prices have shown slight increases, benefiting companies like Lihua and Wens [5][13][32] Dairy Industry - The current price of fresh milk in major production areas is 3.03 CNY/kg, stable week-on-week but down 3.2% year-on-year, indicating a balance in supply and demand as inventory levels decrease [14] - The safeguard measures on beef imports are anticipated to support domestic beef prices, which are expected to rise, enhancing the performance of companies like Yurun and Modern Farming [14] Feed and Animal Health - The report indicates a rebound in aquaculture prices due to holiday demand, with significant increases in white shrimp prices leading up to the New Year [15] - The feed industry is facing intense competition, but leading companies are expected to gain market share due to their cost advantages, especially in international markets [15] Agricultural Sector Performance - The agricultural sector outperformed the market by 0.7 percentage points, with livestock farming and feed sectors showing the highest gains of 1.4% and 0.5%, respectively [21] - The report tracks various agricultural product prices, noting fluctuations in corn and soybean meal prices, with corn prices rising by 0.6% to 2352 CNY/ton [23][46]

Core Insights - The private equity market is transitioning from a phase of adjustment to a sustained recovery, with institutional LPs showing increased willingness to invest, providing stability to the market [5][34] - The investment landscape is characterized by structural differentiation among various types of LPs, with industry capital leading in frequency but preferring moderate-sized investments [7][9] Investment Activity Overview - In November, institutional LP investment activity increased, with a month-on-month growth of 14.7% and a year-on-year growth of 31.8% [5] - A total of 404 new private equity and venture capital funds were registered in November, marking a 2.5% increase from October and a 29.5% increase year-on-year [5] LP Type Structure - Industry LPs accounted for 36.69% of investment activity, followed closely by policy LPs at 35.94%, financial LPs at 22.16%, and financial institutions at 4.66% [9] Industry LP Characteristics - Industry LPs are characterized by high-frequency, moderate-sized investments aimed at deepening industry chain and technology layouts [10][12] - Notable examples include Shentong Express collaborating with China Life to establish a logistics investment fund exceeding 1.7 billion yuan [12] - Industry LPs are increasingly participating in market-driven GP-led funds to secure strategic equity positions in key technologies and supply chains [13][15] Policy LP Characteristics - Policy LPs are focusing on long-term capital deployment aligned with national industrial development strategies, with significant funds being directed towards technology innovation and emerging industries [16][18] - The establishment of a 51 billion yuan central enterprise strategic emerging industry fund highlights the government's role in guiding capital towards strategic sectors [18] Financial Institution Activity - Financial institutions showed a 25% increase in investment activity month-on-month, with a 66% increase in investment scale [21] - The establishment of bank-affiliated AICs in the Greater Bay Area indicates a strategic focus on long-term capital investment in industry clusters [21][22] Financial LP Characteristics - Financial LPs exhibited a cautious approach despite a 22% increase in investment activity, preferring projects with rational valuations and clear exit paths [23][24] - The involvement of foreign long-term capital through QFLP mechanisms signifies a growing trend of international investment in local funds [24] Regional Investment Trends - The Yangtze River Delta remains the core area for investment activity, with Jiangsu, Zhejiang, and Guangdong leading in investment frequency [27][29] - Beijing experienced a significant increase in investment scale due to the establishment of large-scale funds, reflecting the impact of policy-driven capital [29][30] Conclusion - The investment landscape is evolving towards structural recovery, with industry capital maintaining a high frequency of investments while policy funds provide directional guidance through large-scale mother funds [34][35]

Market Overview - The feed sector experienced a decline of 1.08% on December 31, with TianKang Biological leading the drop [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] Individual Stock Performance - JinXinNong (002548) saw a significant increase of 9.95%, closing at 6.08, with a trading volume of 816,900 shares and a transaction value of 479 million [1] - TianKang Biological (002100) declined by 3.03%, closing at 7.37, with a trading volume of 337,500 shares and a transaction value of 250 million [2] - Other notable performers include ZhiYang Co. (002696) with a 1.00% increase, and Boen Group (001366) with a 0.91% increase [1] Capital Flow Analysis - The feed sector experienced a net outflow of 75.87 million from institutional investors, while retail investors saw a net inflow of 22.40 million [2] - JinXinNong had a net inflow of 64.54 million from institutional investors, but a net outflow of 36.08 million from retail investors [3] - TianMa Technology (603668) had a net inflow of 11.83 million from institutional investors, while retail investors experienced a net outflow of 13.32 million [3]

证券之星消息，12月30日饲料板块较上一交易日上涨1.22%，天康生物领涨。当日上证指数报收于 3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。饲料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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002100 天康生物 | | 4664.44万 | 9.33% | -2073.94万 | -4.15% | -2590.50万 | -5.18% | | 603668 天马科技 | | 1758.29万 | 4.80% | 1781.03万 | 4.87% | -3539.31万 | -9.67% | | 002696 百洋股份 | | 1158.91万 | 19.57% | -392.56万 | -6.63% | -766.35万 | -12.94% | | 002567 | 唐人神 | 580.46万 | 6.29% | -137.55万 | -1.49% | -4 ...