证券之星消息，2月2日动物保健板块较上一交易日下跌4.9%，生物股份领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。动物保健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) | | --- | --- | --- | --- | --- | --- | | 002141 | 后丰控股 | 3.98 | 0.76% | 29.51万 | 1.16亿 | | 002868 | *ST绿康 | 35.53 | -0.73% | 1.21万 | 4321.94万 | | 603566 | 普莱柯 | 13.72 | -1.15% | 7.48万 | 1.03亿 | | 688098 | 申联生物 | 9.36 | -1.78% | 4.23万 | 4019.07万 | | 688526 | 科前生物 | 15.98 | -3.33% | 4.70万 | 7617.62万 | | 600195 | 中牧股份 | 7.88 | -3.55% | 24.23万 | 1.95亿 | | 002688 | 金河生物 | ...

Core Viewpoint - The animal health sector experienced a slight decline of 0.23% on January 30, with Jinhe Biological leading the drop. The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1]. Group 1: Stock Performance - The closing prices and performance of key stocks in the animal health sector showed varied results, with Huisheng Biological rising by 3.51% to 29.46, while Jinhe Biological fell by 2.98% to 6.51 [1][2]. - The trading volume for Huisheng Biological was 303,100 shares, with a transaction value of 901 million yuan, indicating strong market interest [1]. Group 2: Capital Flow - The animal health sector saw a net inflow of 59.82 million yuan from institutional investors, while retail investors experienced a net outflow of 81.83 million yuan, indicating a shift in investor sentiment [2][3]. - Among individual stocks, Huisheng Biological attracted a significant net inflow of 1.23 billion yuan from institutional investors, while Jinhe Biological faced a net outflow of 543.32 million yuan [3].

证券日报网讯1月29日，普莱柯（603566）在互动平台回答投资者提问时表示，公司按照相关规定在定 期报告中对股东总数进行披露。 ...

Core Viewpoint - The animal health sector experienced a decline of 2.02% on January 29, with Zhongmu Co., Ltd. leading the losses. The Shanghai Composite Index rose by 0.16%, while the Shenzhen Component Index fell by 0.3. [1] Group 1: Market Performance - The closing price of Zhongmu Co., Ltd. was 8.11, down 4.92%, with a trading volume of 416,400 shares and a transaction value of 341 million yuan [2] - The animal health sector saw a net outflow of 111 million yuan from main funds, while retail investors had a net inflow of 48.56 million yuan [2][3] Group 2: Individual Stock Performance - Xianfeng Holdings closed at 4.03, up 1.26%, with a trading volume of 406,400 shares and a transaction value of 161 million yuan [1] - The stock of Jinhai Biological fell by 1.32% to 6.71, with a trading volume of 272,000 shares and a transaction value of 183 million yuan [1] - The stock of Ruipu Biological decreased by 1.34% to 19.95, with a trading volume of 84,500 shares and a transaction value of 169 million yuan [1] Group 3: Fund Flow Analysis - Jinhai Biological had a main fund net inflow of 10.3 million yuan, while retail investors had a net outflow of 5.3 million yuan [3] - Zhongmu Co., Ltd. saw a main fund net inflow of 6.23 million yuan, but a retail net outflow of 32.7 million yuan [3] - The stock of Shunlian Biological experienced a significant main fund net outflow of 8.9 million yuan, with retail investors having a net inflow of 5.6 million yuan [3]

Investment Rating - The report maintains a recommendation rating for the animal health industry, indicating an expectation of growth in the sector over the next 3-6 months, surpassing the benchmark index by more than 5% [4][80]. Core Insights - In 2025, the majority of vaccine varieties saw a year-on-year increase in batch approvals, with notable growth in new vaccine products [6][7]. - The Veterinary Product Index (VPI) for animal medicines increased by 7.2% year-on-year, although there was significant differentiation among product categories [51][56]. - The report emphasizes the importance of innovation in driving performance among companies in the sector, highlighting that successful firms exhibit strong product, marketing, and capital operation innovations [68][71]. Summary by Sections Vaccine Batch Approvals - In December 2025, most vaccine products showed year-on-year growth in batch approvals, particularly in swine vaccines, with notable increases in foot-and-mouth disease vaccine (+24.2%) and pseudorabies vaccine (+1.2%) [6][7]. - For the entire year of 2025, swine vaccines such as foot-and-mouth disease, pseudorabies, and swine fever vaccines saw increases of +6.4%, +5.1%, and +11.7% respectively, while some vaccines like blue ear and swine parvovirus vaccines experienced declines of -3.7% and -4.5% [7][8]. Animal Medicine Raw Materials - The VPI index for animal medicines rose by 7.2% year-on-year in 2025, with significant price increases in macrolide products such as tylosin (+29.5%) and tiamulin (+29.8%), while others like florfenicol and amoxicillin saw declines of -5.9% and -21.0% respectively [51][56]. - The report notes that the market for animal medicines is expected to remain weak in the short term due to ongoing pressures in the breeding sector and seasonal factors [56][68]. Investment Recommendations - The report suggests focusing on undervalued companies with improvement potential, particularly those demonstrating innovation in products and operations. Recommended companies include Zhongmu Co., Ltd., Reap Bio, and others [68][71].

Core Viewpoint - The animal health sector experienced a slight decline of 0.2% on January 28, with Yongshun Biological leading the drop, while the overall market indices showed minor gains [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4151.24, up by 0.27% [1]. - The Shenzhen Component Index closed at 14342.9, up by 0.09% [1]. - The animal health sector's performance is summarized in a table showing individual stock movements, with notable gainers including Biological Shares and Jinhai Biological, which rose by 1.51% and 1.49% respectively [1]. Group 2: Stock Performance - Yongshun Biological saw a significant decline of 7.49%, closing at 10.13, with a trading volume of 141,500 shares and a turnover of 145 million yuan [2]. - Other notable decliners included Shoufeng Holdings and Haili Biological, which fell by 2.21% and 2.08% respectively [2]. - The trading volume and turnover for various stocks in the animal health sector are detailed, indicating varied investor interest [2]. Group 3: Capital Flow - The animal health sector experienced a net inflow of 18.02 million yuan from institutional investors, while retail investors saw a net inflow of 9.33 million yuan [2]. - However, there was a net outflow of 27.35 million yuan from speculative funds, indicating a mixed sentiment among different investor types [2]. - A detailed table shows the net capital flow for individual stocks, highlighting significant movements in and out of various companies [3].

1月27日，普莱柯大宗交易成交18.08万股，成交额252.4万元，占当日总成交额的2.15%，成交价13.96 元，较市场收盘价13.96元持平。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 026-01-27 | 曾秦柯 | 603566 | 13.96 252.4 | 18.08 | 去筒迁落劈绞有限 | 去筒是蒙臂发幕露 | | 190 | ...

Market Overview - The animal health sector experienced a decline of 2.78% on January 27, with Huisheng Biological leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - Key stocks in the animal health sector showed varied performance, with the following notable changes: - Huisheng Biological (300871) closed at 29.89, down 8.37% with a trading volume of 376,900 shares and a transaction value of 1.148 billion [2] - Other significant declines included: - ST Lvkang (002868) down 3.86% to 35.40 [1] - Kexin Biological (688526) down 3.88% to 17.10 [1] - Haili Biological (603718) down 4.13% to 6.73 [1] Capital Flow - The animal health sector saw a net outflow of 45.7033 million from institutional investors, while retail investors experienced a net outflow of 59.3359 million [2] - Conversely, speculative funds recorded a net inflow of 105 million [2] Individual Stock Capital Flow - Notable capital flow for specific stocks included: - ST Lvkang (002868) had a net inflow of 29.8876 million from institutional investors, but a net outflow of 40.6641 million from speculative funds [3] - Zhongmu Co. (600195) saw a net inflow of 21.2767 million from institutional investors, with a significant net outflow of 66.5383 million from retail investors [3] - Jinhe Biological (002688) had a net inflow of 19.2937 million from institutional investors, but also faced a net outflow from retail investors [3]

Group 1 - The animal health sector experienced a significant increase of 5.61% on January 26, with Yongshun Biological leading the gains [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Key stocks in the animal health sector showed notable price increases, with Yongshun Biological rising by 27.18% to a closing price of 11.79, and Huisheng Biological increasing by 20.01% to 32.62 [1] Group 2 - The animal health sector saw a net inflow of 437 million yuan from institutional investors, while retail investors experienced a net outflow of 307 million yuan [2] - The trading volume for Yongshun Biological reached 292,600 shares, contributing to a total transaction value of 328 million yuan [1][2] - The stock performance of various companies in the sector varied, with some experiencing significant gains while others faced declines in retail investment [3]

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights the strengthening of pork prices as the breeding stock decreases to 35.61 million heads by the end of December, indicating a bullish trend in the market [1][2] - The report emphasizes the importance of the seed industry revitalization action, which has made significant progress in enhancing seed security and promoting domestic seed usage [1][12] - The commercialization of genetically modified crops is expected to accelerate, contributing to higher self-sufficiency rates in key varieties [1][12] Summary by Sections Planting Industry - The Ministry of Agriculture and Rural Affairs has reported progress in the seed industry revitalization action, with a focus on policy support, funding, and institutional guarantees [1][12] - Key companies recommended for investment include Beidahuang and Suqian Agricultural Development, as well as leading seed companies like Dabeinong and Longping High-Tech [1][12] Pig Farming - The average price of live pigs is reported at 12.99 CNY/kg, with a week-on-week increase of 2.27% [2][13] - The breeding stock of sows is at 39.61 million heads, showing a year-on-year decrease of 2.9% [2][13] - Recommended companies in the pig farming sector include Lihua Co., Muyuan Foods, and Shuanghui Development [5][13] Feed and Veterinary - The average price of pig feed is 2.65 CNY/kg, reflecting a week-on-week increase of 0.38% [52] - Companies in the feed sector such as Haida Group and veterinary companies like Jinhai Biological and Zhongmu Co. are expected to benefit [5][13]