2026 年农业食品行业年度策略："误解"的 消费，农业食品中的"健康" 、 "快乐" 、 "划 算" 一、研究背景评估 二、范围与边界确认 三、核心摘要提炼 四、关键数据抓取与呈现 第 1页 共 5页 银发经济与年轻群体保健意识觉醒双轮驱动，我国保健品人均消费额仅为美国的 1/5，渗透 率差距显著。运动营养、体重管理等细分赛道增速亮眼（运动营养 2016-2023 年 CAGR 25.1%）。 电商渠道占比已提升至 46%，进口品牌加速进入，国内企业通过海外并购构建全球品牌矩阵。 第 2页 共 5页 五、风险与机遇诊断 一、研究背景评估 | 评估维度 | 说明 | | --- | --- | | 研究机构 | 中航证券有限公司研究所 | | 权威性说明 | 中航证券是具备中国证监会批准的证券投资咨询业务资格的持牌机构。本报告署名分析师彭海兰、陈翼均具备证券投资咨询 | | | 执业资格，彭海兰为农林牧渔行业首席分析师，拥有超过 10 年大宗商品研究经验，团队专业背景扎实。报告大量引用联合 | | | 国粮农组织、国家统计局、艾媒咨询、欧睿国际等权威第三方数据，研究方法严谨，在农业食品产业研究领域具备较强公信 ...

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。 800现金流ETF汇添富（563680）业绩比较基准为中证800自由现金流指数收益率，管理人为汇添富基金 管理股份有限公司，基金经理为何丽竹，成立（2025-04-30）以来回报为33.75%，近一个月回报为 5.42%。 来源：新浪基金∞工作室 2月12日，800现金流ETF汇添富（563680）开盘跌0.30%，报1.337元。800现金流ETF汇添富（563680） 重仓股方面，中国海油开盘涨0.55%，上汽集团跌0.14%，格力电器跌0.21%，中远海控涨0.07%，牧原 股份跌0.48%，中国铝业跌0.45%，TCL科技跌0.21%，宝钢股份跌0.14%，长城汽车涨0.29%，正泰电器 涨0.13%。 ...

在10日晚上的小年联欢会上，近两百位职工与家属围坐品美食、唠家常，拔河、接力赛等趣味游戏依次 上演。 中新网郑州2月11日电(王佳宁)"这是我第一次在养猪场里过春节。"10日是北方的农历小年，河南汝州 市牧原现代农业综合体有限公司内暖意融融，经过严格检疫消毒，王辰睿带着弟弟来到了身为养猪工程 师的父母身边，一家四口在此团圆。 生猪养殖关乎千家万户"肉盘子"。作为全国生猪生产和猪肉供应大户，牧原实业集团有限公司(以下简 称牧原)春节期间多措并举守护消费者餐桌安全，上万名养猪工程师放弃返乡，坚守一线，做好生猪稳 产保供及冬季疫病防控工作。 图为职工家属进场区后合影。沈世成 摄 为让养猪工程师们过个暖心年，牧原早早就开始筹备组织家属进场团聚活动，安排专车接送、为随行孩 子准备保暖衣物和新年礼物。 (新春走基层)养猪场里的"团圆年" "来到这儿就像回家了一样，衣食住行非常贴心。"职工家属唐欢欢带着一双儿女来到丈夫身边，两个孩 子在进入场区的摆渡车上轻声哼起了歌曲。 "孩子正在隔离中心洗澡消毒，3个月没见了，应该又长高了一些。"养猪工程师陈延浩说，这是他和孩 子在场区过的第二个春节。 据统计，春节期间牧原各场区将陆续接 ...

北京商报讯（记者 陶凤 王悦彤） 2月11日，牧原股份在投资者互动平台表示，公司2026年1月的生猪养 殖完全成本在11.8元/kg左右。 ...

Group 1: Company Overview - Henan Runxin Poultry Industry Co., Ltd. is a leading private agricultural enterprise in Bo Wang Town, specializing in breeding young chickens and modernized farming techniques [2][3] - The company was established in 2012 and has evolved from primitive and semi-modern practices to intelligent farming, currently allowing one worker to manage approximately 60,000 chickens [2][3] - Runxin has four branches and an annual output of 6 to 8 million young chickens, with plans to expand to 10 million due to ongoing construction of new facilities [2] Group 2: Agricultural Impact - The company contributes to local economic development by providing affordable and reliable chick supplies, enabling local farmers to achieve low input and high output in their poultry farming [3] - The modernized farming practices have created over 300 jobs, with expectations to increase to around 600 as the company scales up [3] - The integration of organic fertilizer production from chicken waste supports local agriculture, providing high-quality and cost-effective fertilizers for farmers [3] Group 3: Industry Development - Bo Wang Town has developed a dual-driven model of "facility planting + facility breeding," with over 1,600 winter warm plastic greenhouses established, involving more than 700 households and generating an annual output value of approximately 60 million yuan [3] - The total output value of the livestock sector, focusing on young chicken breeding and quality pig farming, exceeds 200 million yuan, benefiting over 2,000 local residents through job creation [3] - Future plans include expanding facility agriculture, promoting deep processing of agricultural products, and enhancing vegetable branding to invigorate rural industries [3]

Market Overview - The CSI 300 index decreased by 1.33% during the week of February 2-8, while the agriculture, forestry, animal husbandry, and fishery sector fell by 1.92%, ranking 23rd among sectors [5] - The top-performing sub-industries included food and feed additives, broiler farming, pig farming, aquaculture, and grain and oil processing [5] Pig Farming Industry - Pig prices continued to decline, with self-breeding pig farming profits showing losses. As of February 6, the average prices for external three yuan pigs in Sichuan, Guangdong, and Henan were 11.65, 11.96, and 12.38 yuan/kg, reflecting week-on-week decreases of 4.12%, 1.64%, and 1.98% respectively [13] - The average pork price was 18.34 yuan/kg, down 1.45% from the previous week. The average wholesale price for piglets remained stable at 16.50 yuan/kg [13] - As of February 6, self-breeding farming profits were -38.09 yuan/head, a decrease of 63.19 yuan/head from the previous week, while profits from purchasing piglets were 91.42 yuan/head, down 32.71 yuan/head [13] Feed Industry - The competition in the feed industry has shifted from product competition to value chain competition, leading to accelerated industry consolidation. Market share is increasingly concentrated among leading companies with advantages in R&D, scale, and integrated services [2] - Haida Group is expected to benefit from this trend due to its efficient internal management, effective business incentives, and strong service advantages in the supply chain [2] Broiler Farming Industry - The price of white feather broilers decreased, with a weekly price of 7.53 yuan/kg, down 2.71%. The profit from broiler farming was -0.26 yuan/bird, a significant drop of 166.67% from the previous week [29] - The price of eggs was 8.2 yuan/kg, down 6.82% from the previous week [29] Aquaculture Industry - In the marine product sector, prices for sea cucumbers and shrimp remained stable at 120 yuan/kg and 320 yuan/kg respectively. In freshwater products, prices for various fish showed slight increases [45] - The international spot price for fish meal was 2239.77 USD/ton, unchanged from the previous week [45] Grain and Oil Processing - Grain prices showed mixed trends. As of February 6, corn was priced at 2368.43 yuan/ton (-0.33%), soybeans at 4072.11 yuan/ton (unchanged), and wheat at 2531.11 yuan/ton (+0.05%) [55] - The price of soybean meal was 3159.14 yuan/ton, down 1.19%, while the prices for both soybean oil and rapeseed oil decreased by 1.72% and 1.95% respectively [55]

证券日报网讯 2月11日，牧原股份在互动平台回答投资者提问时表示，二级市场股价受多种因素影响。 公司自上市以来一直重视投资者回报，将持续做好经营管理，提升盈利能力，更好地为股东创造回报。 未来如有相关计划，将严格按照法律法规的要求及时履行信息披露义务。 （编辑 姚尧） ...

证券日报网讯 2月11日，牧原股份在互动平台回答投资者提问时表示，公司固定资产折旧政策是根据资 产类别、预期使用寿命及会计准则要求等综合制定的。公司的固定资产折旧等相关信息已在定期报告中 披露，不同类别有不同的折旧年限。 （文章来源：证券日报） ...

证券日报网讯2月11日，牧原股份（002714）在互动平台回答投资者提问时表示，公司自上市以来一直 重视投资者回报，将持续做好经营管理，提升盈利能力，更好地为股东创造回报。未来如有相关计划， 将严格按照法律法规的要求及时履行信息披露义务。 ...

Industry Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Outperform the Market" [1] Core Insights - The report emphasizes the importance of modernizing agriculture while ensuring stable production as a shield for food security. The 2026 Central Document sets a target for grain production to remain around 1.4 trillion jin, highlighting the need for quality and efficiency improvements in agricultural production [4][6] - The focus on breeding has shifted from research to industrial application, indicating a faster pace in the commercialization of biobreeding technologies [4] - Comprehensive regulation of the livestock industry is emphasized, with a shift from monitoring pig production capacity to a more integrated approach across the entire supply chain [4][8] Summary by Relevant Sections Industry Overview - The closing index for the industry is 2936.45, with a 52-week high of 3158.8 and a low of 2448.98 [1] Key Policy Developments - The 2026 Central Document outlines six key areas for agricultural and rural modernization, including enhancing agricultural production capacity, promoting stable income for farmers, and innovating institutional mechanisms [3][4] Investment Recommendations - In the seed industry, the report suggests focusing on companies with strong breeding advantages such as Longping High-Tech, Denghai Seeds, and Shennong Seeds due to the anticipated restructuring and increased market concentration [6] - For the livestock sector, it recommends monitoring leading companies like Muyuan Foods and Wens Foodstuffs, as there is still room for production capacity adjustments [8] - The report highlights the potential benefits for smart agricultural machinery and related industries due to the emphasis on developing new agricultural production capabilities [8]