1月30日，唐人神跌0.89%，成交额3.04亿元。两融数据显示，当日唐人神获融资买入额4747.09万元， 融资偿还3884.90万元，融资净买入862.19万元。截至1月30日，唐人神融资融券余额合计4.00亿元。 截至9月30日，唐人神股东户数7.37万，较上期减少6.04%；人均流通股19426股，较上期增加6.43%。 2025年1月-9月，唐人神实现营业收入185.86亿元，同比增长8.87%；归母净利润-3.65亿元，同比减少 243.80%。 分红方面，唐人神A股上市后累计派现9.72亿元。近三年，累计派现5090.17万元。 机构持仓方面，截止2025年9月30日，唐人神十大流通股东中，国泰中证畜牧养殖ETF（159865）位居 第三大流通股东，持股3182.97万股，相比上期增加1142.98万股。南方中证1000ETF（512100）位居第 四大流通股东，持股1310.28万股，相比上期减少17.08万股。香港中央结算有限公司位居第五大流通股 东，持股1214.65万股，相比上期增加126.10万股。银华农业产业股票发起式A（005106）位居第六大流 通股东，持股1013.80万股，相 ...

600 + 大咖齐聚 阳江！第二届中 国虾类产业大会 启幕，"中国年 虾" IP 要火遍全 国～_南方+_南 方plus "全球对虾消费 量达800万吨且 向千万吨级迈 进，中国作为最 大消费国年消费 量超250万吨， 市场活力十足。 但受进口冲击、 虾价波动等影 响，产业需 从'重生产'转 向'重市场、重 品牌、重文 化' 。"1月31 日，美丽的滨海 城市阳江迎来第 二届中国虾类产 业大会，南方农 村报畜牧与水产 事业部总监苏若 晶在开幕式致辞 中开篇点题，拉 开了这场汇聚全 产业链智慧的行 业盛会序幕。本 次会议吸引了 600余位专家学 者、企业代表、 养殖大户齐聚， 13位行业标杆分 享实战经验，两 大思想汇深度破 解产业痛点，晚 间的风云榜颁奖 典礼更是为奋斗 者加冕，全程干 货满满，为虾业 高质量发展注入 强劲动能。 致辞绘就年虾蓝 图 政企媒开启新春 突围战 开幕式的核心亮 点是"媒体+广货 行天下打造中国 年虾"公益活动 的启动仪式。广 东农业技术推广 中心副主任张海 发，阳江市副市 长关天表，阳江 市农业农村局局 长梁小昌，广东 乡村振兴对虾产 业服务中心理事 长沈小杰，大北 农科技集团董事 ...

一、本期业绩预计情况 1、业绩预告期间：2025年1月1日-2025年12月31日。 2、业绩预告情况：预计净利润为负值。 二、与会计师事务所沟通情况 公司就业绩预告有关事项与会计师事务所进行了预沟通，公司与会计师事务所在业绩预告方面不存在重 大分歧。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002567 证券简称：唐人神 公告编号：2026-010 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 由于生猪价格下跌，公司按照企业会计准则相关规定和谨慎性原则，对存栏的消耗性生物资产计提了存 货跌价准备。 四、风险提示 生猪市场价格、饲料原料价格的大幅波动、动物疫病的爆发与传播、环保政策的变化、食物安全问题的 发生，都可能会对公司的经营业绩产生较大影响。敬请广大投资者谨慎决策，注意投资风险。 五、其他相关说明 公司信息披露媒体为《中国证券报》、《上海证券报》、《证券时报》、《证券日报》和巨潮资讯网； 本业绩预告未经审计，上述财务数字均为预测数据，具体财务数据请以公司披露的2025年度报告为准。 特此公告。 本次业绩预告未经过会计师事务所预审计。 ...

格隆汇1月30日丨唐人神(002567.SZ)公布，预计2025年亏损9.5亿元-11.5亿元，上年同期盈利35,541.60万 元，扣非亏损9.2亿元-10.9亿元。2025年，公司继续坚持生猪全产业链经营，夯实饲料主业，2025年度 饲料内外销量约为650万吨；公司持续做好生猪养殖的生产经营管理，持续提升母猪场产能利用率， 2025年底基本满负荷生产，断奶仔猪成本和育肥成本呈现持续下降的趋势；由于公司外购了部分高价仔 猪进行育肥，自有育肥猪场产能利用率未达到预期，造成公司养殖成本下降幅度不及预期。同时，受生 猪市场行情波动影响，公司全年商品猪销售均价约13.36元/公斤，同比下降约18.61%，使得公司整体盈 利水平较上年同期较大下滑。由于生猪价格下跌，公司按照企业会计准则相关规定和谨慎性原则，对存 栏的消耗性生物资产计提了存货跌价准备。 ...

Core Viewpoint - The company, Tangrenshen, forecasts a significant net loss for the year 2025, with expected losses ranging from 950 million to 1.15 billion yuan, indicating ongoing challenges in the swine industry and operational management [1] Financial Performance - The projected net profit attributable to shareholders for 2025 is expected to be a loss of 950 million to 1.15 billion yuan, while the net profit excluding non-recurring gains and losses is anticipated to be a loss of 920 million to 1.09 billion yuan [1] - The average selling price of commercial pigs for the year is estimated to be approximately 13.36 yuan per kilogram, reflecting a year-on-year decline of about 18.61% [1] Operational Strategy - The company will continue to focus on the entire swine industry chain and strengthen its feed business, with an expected feed sales volume of around 6.5 million tons for 2025 [1] - The company aims to enhance the production management of its pig breeding operations, with the goal of achieving full production capacity by the end of 2025 [1] Cost Management - The company has experienced a decrease in weaned piglet and fattening costs, although the utilization rate of its own fattening pig farms has not met expectations due to the purchase of high-priced piglets for fattening [1] - Due to the decline in pig prices, the company has made provisions for inventory impairment on its consumable biological assets in accordance with accounting standards and principles of prudence [1]

Financial Performance Expectations - The company expects a net loss for the fiscal year 2025, with projected losses ranging from 95 million to 115 million yuan, compared to a profit of 35.54 million yuan in the same period last year[2][3]. - The net profit after deducting non-recurring gains and losses is expected to be a loss between 92 million and 109 million yuan, down from a profit of 29.68 million yuan year-over-year[3]. - Basic earnings per share are projected to be a loss between 0.6685 yuan and 0.8092 yuan, compared to earnings of 0.2480 yuan per share in the previous year[3]. - The financial data presented is a forecast and has not been audited; actual figures will be disclosed in the 2025 annual report[7]. Operational Strategy - The company plans to maintain a full industry chain operation in pig farming, with an estimated feed sales volume of approximately 6.5 million tons in 2025[5]. - The average selling price of commercial pigs is expected to be around 13.36 yuan per kilogram, reflecting a year-over-year decline of approximately 18.61%[5]. - The company has faced challenges in achieving expected production capacity utilization in its own fattening pig farms due to the purchase of high-priced piglets for fattening[5]. - The company has made provisions for inventory impairment on biological assets due to the decline in pig prices, in accordance with accounting standards and prudence principles[5]. Risk Factors - Risks include significant fluctuations in pig market prices, feed raw material prices, outbreaks of animal diseases, changes in environmental policies, and food safety issues, which may impact operational performance[6].

从资金流向上来看，当日饲料板块主力资金净流出1.1亿元，游资资金净流入2450.87万元，散户资金净流 入8597.09万元。饲料板块个股资金流向见下表： 证券之星消息，1月29日饲料板块较上一交易日上涨2.24%，金新农领涨。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%。饲料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) | | | --- | --- | --- | --- | --- | --- | --- | | 002548 | 金新农 | 6.93 | 6.29% | 84.64万 | | 5.73亿 | | 002311 | 海大集团 | 51.90 | 3.37% | 14.14万 | | 7.27亿 | | 002385 | 大北农 | 4.42 | 2.79% | 374.89万 | | 16.55 Z | | 603363 | 傲农生物 | 4.15 | 2.22% | 56.80万 | | 2.35亿 | | 000702 | 正虹科技 | 6.97 | 1.75% | 8.07万 ...

Market Overview - The feed sector experienced a decline of 0.3% on January 28, with Baiyang Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Individual Stock Performance - Major gainers in the feed sector included: - Dabeinong (002385) with a closing price of 4.30, up 4.12% on a trading volume of 3.44 million shares and a transaction value of 146.9 million yuan [1] - Tianma Technology (603668) closed at 15.87, up 1.60% with a transaction value of 166 million yuan [1] - Tangrenshen (002567) closed at 4.45, up 1.14% with a transaction value of 19.5 million yuan [1] - Conversely, Baiyang Co., Ltd. (002696) led the decline with a closing price of 7.57, down 3.32% on a trading volume of 131,200 shares and a transaction value of 101 million yuan [2] - Other notable decliners included: - Aonong Biological (603363) down 2.64% [2] - Petty Holdings (300673) down 2.51% [2] Capital Flow Analysis - The feed sector saw a net inflow of 113 million yuan from institutional investors, while retail investors experienced a net outflow of 69.45 million yuan [2] - The capital flow for key stocks included: - Dabeinong had a net inflow of 16.416 million yuan from institutional investors, while retail investors saw a net outflow of 13.4 million yuan [3] - Tiankang Biological (002100) had a net inflow of 26.242 million yuan from institutional investors [3] - Baiyang Co., Ltd. experienced a net outflow of 30.7375 million yuan from retail investors [3]

Group 1 - The company announced the establishment of a partnership enterprise, Guangdong Province Yuemao No. 1 Agricultural Investment Partnership (Limited Partnership), with a total subscription capital of 20.001 million yuan, where the company’s wholly-owned subsidiary, Guangdong Tangrenshen Industrial Development Co., Ltd., invested 10 million yuan [2] - Yuemao No. 1 will provide a cash increase of 10 million yuan to the subsidiary Maoming Xiangda Camel Feed Co., Ltd., increasing its registered capital by 9.00875 million yuan, resulting in a 47.99% shareholding [2] - The company is adjusting its strategic direction from primarily exporting feed to becoming an internal supply base to meet the feed demands of its growing breeding business in regions like Maoming and Yangjiang [3] Group 2 - The company completed the acquisition of partnership shares, with Guangdong Tangrenshen and Shenzhen Qianhai Tangrenshen Investment Co., Ltd. acquiring all partnership shares held by Yuemao Fund and Yuemao Investment for 54.0109 million yuan and 0 yuan, respectively [3] - The partnership enterprise has completed the industrial and commercial change registration and received a new business license, with the new establishment date being October 9, 2023 [4] - The main business scope of the partnership includes investment activities using self-owned funds [5] Group 3 - The company disclosed that its shareholder, Daxinghang Feed Co., Ltd., reduced its shareholding from over 5% to 4.999999% through block trading, amounting to a reduction of 14.2293 million shares, which does not trigger a mandatory tender offer [7][8] - The reduction in shareholding will not lead to changes in the company's controlling shareholder or actual controller [8] - The shares reduced were sourced from the company's non-public offering and related equity distribution, thus no prior disclosure of a reduction plan was required [9]

Core Viewpoint - The company Tangrenshen announced that its shareholder, Daxinghang Feed Co., Ltd., has reduced its stake in the company through block trading, decreasing its shareholding from 6% to 4.999999% [1] Shareholding Changes - Daxinghang Feed Co., Ltd. sold a total of 14,229,300 shares between January 6 and January 23, 2026, which represents 0.999887% of the total share capital [1] - Following this reduction, Daxinghang is no longer considered a shareholder with more than 5% ownership in the company [1] Impact on Company Structure - The change in shareholding does not trigger a mandatory tender offer and will not alter the company's controlling shareholder or actual controller [1] - The governance and operational aspects of the company remain unaffected by this change [1]