经济观察网2026年1月30日，正邦科技（002157）发布2025年度业绩预告，预计2025年净利润亏损4.7亿 元至6亿元，同比下降317.19%至377.26%；扣除非经常性损益后的净利润亏损5亿元至6.3亿元，同比下 降50.35%至89.44%。 ...

农林牧渔行业：猪价短期回暖，不 改去化趋势 2026 年 1 月 30 日 看好/维持 农林牧渔 行业报告 ——生猪养殖行业月度跟踪 行业供需表现：猪价旺季回升，12 月均价下行。农业农村部监测数据显示， 2025 年 12 月仔猪、活猪和猪肉均价分别为 23.40 元/公斤、12.26 元/公斤和 22.63 元/公斤，环比变化分别为-3.50%、-2.27%和-1.81%。猪价在 12 月底部 回升，但均价下行。26 年 1 月猪价明显回升，截至 1 月 20 日，全国外三元生 猪均价 12.90 元/公斤。 供应端： 12 月份，疫病点状爆发和行业亏损影响，养殖端整体出栏节奏偏快。 进入 26 年 1 月，规模场按照正常节奏出栏，中小散户节奏放缓，对 1 月上旬 猪价形成支撑。需求端：元旦支撑需求阶段性走高，12 月生猪屠宰开工率环 比上涨 5.32 个百分点至 39.44%。1 月春节备货逐步开启，终端市场有所提振。 但屠宰端冻品出库对开工率和价格上行造成阻力。 产能变化趋势：国家统计局数据显示，10 月末能繁母猪存栏量 3990 万头，环 比下降 1.10%，12 月末能繁母猪存栏量 3961 万头 ...

（原标题：正邦科技(002157.SZ)预计2025年度净亏损4.7亿元–6亿元 同比盈转亏） 期内，公司归属于上市公司股东的净利润、扣除非经常性损益后的净利润同比均有所下降，主要系国内 生猪市场价格波动所致。 1、报告期内，随着公司业务逐步恢复，生猪业务出栏规模实现大幅提升，公司生猪出栏853.69万头， 较上年同期增长105.87%，生猪销售收入84.79亿元，单头销售价格993.17元，较上年同期下降约290元/ 头。1)仔猪业务：报告期内，仔猪出栏479.87万头，较上年同期增长122.99%，单头销售价格397.98元， 较上年同期下降约30元/头;2)商品猪业务：报告期内，商品猪出栏373.82万头，较上年同期增长 87.41%，销售均价6.63元/斤，较上年同期下降1.58元/斤，对应单头售价较上年同期下降约450元。3)第 四季度经营业绩影响因素分析：第四季度，公司业务恢复持续深化，出栏规模得到有效提升，单季度销 量创年内新高。与此同时，国内生猪市场价格大幅下滑，其中，仔猪销售价格较前三季度均价下降 237.95元/头，商品猪销售价格较前三季度均价下降1.33元/斤，导致公司四季度出现较大亏损 ...

格隆汇1月30日丨正邦科技(002157.SZ)公布2025年度业绩预告，预计2025年度净亏损47,000万元–60,000 万元，上年同期盈利21,640.21万元；预计2025年度扣非净亏损50,000万元–63,000万元，上年同期亏损 33,255.29万元。 期内，公司归属于上市公司股东的净利润、扣除非经常性损益后的净利润同比均有所下降，主要系国内 生猪市场价格波动所致。 1、报告期内，随着公司业务逐步恢复，生猪业务出栏规模实现大幅提升，公司生猪出栏853.69万头， 较上年同期增长105.87%，生猪销售收入84.79亿元，单头销售价格993.17元，较上年同期下降约290元/ 头。1)仔猪业务：报告期内，仔猪出栏479.87万头，较上年同期增长122.99%，单头销售价格397.98元， 较上年同期下降约30元/头;2)商品猪业务：报告期内，商品猪出栏373.82万头，较上年同期增长 87.41%，销售均价6.63元/斤，较上年同期下降1.58元/斤，对应单头售价较上年同期下降约450元。3)第 四季度经营业绩影响因素分析：第四季度，公司业务恢复持续深化，出栏规模得到有效提升，单季度销 量创年 ...

每经AI快讯，1月30日，正邦科技（002157）(002157.SZ)公告称，预计2025年归属于上市公司股东的净 利润为亏损4.70亿元至6.00亿元，上年同期盈利21,640.21万元，同比转亏。报告期内，随着公司业务逐 步恢复，生猪业务出栏规模实现大幅提升，公司生猪出栏853.69万头，较上年同期增长105.87%，生猪 销售收入84.79亿元，单头销售价格993.17元，较上年同期下降约290元/头。 ...

正邦科技公告称，2025年预计归属于上市公司股东的净利润亏损4.7亿元–6亿元，较上年同期盈利2.16亿 元下降317.19%–377.26%；扣非后净利润亏损5亿元–6.3亿元，较上年同期亏损3.33亿元下降50.35%– 89.44%。业绩下降主因国内生猪市场价格波动，公司出栏853.69万头，较上年同期增长105.87%，生猪 销售收入84.79亿元，但单头售价下降。此外，公司还对相关资产计提减值准备。 ...

2、业绩预告情况：预计净利润为负值 证券代码：002157 证券简称：正邦科技 公告编号：2026--003 江西正邦科技股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 | 项目 | | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 亏损:47,000 | 万元–60,000 | 万元 | 盈利：21,640.21 | 万元 | | | 比上年同期下降：317.19%–377.26% | | | | | | 扣除非经常性损 益后的净利润 | 亏损：50,000 | 万元–63,000 | 万元 | 亏损：33,255.29 | 万元 | | | 比上年同期下降：50.35%–89.44% | | | | | | 基本每股收益 | 亏损：0.0508 元/股 | 元/股–0.0649 | | 盈利：0.0234 | 元 ...

截至2026年1月30日 13:35，中证畜牧养殖指数(930707)上涨0.61%，成分股兄弟科技上涨6.66%，晓鸣股 份上涨5.13%，回盛生物上涨3.69%，罗牛山上涨3.08%，大北农上涨2.94%。养殖ETF(516760)多空胶 着，最新报价0.69元。 农业种植走强，消息面上，1月29日，生意社大豆基准价为4468.00元/吨，与本月初相比，上涨了 1.18%。此外，我国粮食产量达到了14298亿斤，再创历史新高。 风险提示：基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资 产，但不保证本基金一定盈利，也不保证最低收益。基金管理人提醒投资人基金投资的"买者自负"原 则，在做出投资决策后，基金运营状况与基金净值变化引致的投资风险，由投资人自行负担。基金的过 往业绩及其净值高低并不预示其未来业绩表现，基金管理人管理的其他基金的业绩不构成对本基金业绩 表现的保证。投资人购买基金，既可能按其持有份额分享基金投资所产生的收益，也可能承担基金投资 所带来的损失。投资人应当认真阅读《基金合同》《招募说明书》等基金法律文件，全面认识本基金的 风险收益特征和产品特性，并根据自身的 ...

Core Viewpoint - The livestock farming index in China shows a strong upward trend, with significant gains in key stocks, indicating a potential recovery in the industry driven by improved profitability and market conditions [1][2]. Group 1: Market Performance - As of January 30, 2026, the China Livestock Farming Index (930707) increased by 1.28%, with notable stock performances including Xiaoming Co. up 14.44%, Dabeinong up 5.66%, and Lihua Co. up 4.15% [1]. - The Livestock ETF (516760) rose by 0.58%, marking its third consecutive increase, with the latest price at 0.69 yuan [1]. Group 2: Price and Profitability Insights - On January 21, 2026, the price of pork was reported at 13.39 yuan/kg, reflecting a 7.9% increase compared to the end of 2025 [1]. - Profit margins for self-breeding and purchased pig farming were 43.35 yuan/head and 115.84 yuan/head, respectively, indicating a turnaround in the industry and a potential slowdown in capacity reduction [1]. - The breeding sow inventory at the end of 2025 was 39.61 million heads, down 2.9% year-on-year [1]. Group 3: Future Outlook - China Galaxy Securities predicts that the average annual pork price may show a year-on-year decline, but there could be a rebound during the year influenced by seasonal disease impacts [1]. - The report suggests focusing on leading companies in cost control, those with healthy financials, and reasonably valued firms in the pig farming sector [1]. Group 4: Index Composition - As of December 31, 2025, the top ten weighted stocks in the China Livestock Farming Index included Muyuan Foods, Haida Group, and Wens Foodstuffs, collectively accounting for 67.66% of the index [2].

Group 1 - The core viewpoint of the news is that the agricultural and livestock ETF (159275) is showing a stable performance with a price increase of 2.71%, and notable movements in its constituent stocks [1][5] - Key performing stocks include Shennong Seed Industry, Dunhuang Seed Industry, and Nongfa Seed Industry, with increases of 15.51%, 10%, and 9.96% respectively [1][5] - Conversely, Jin Xin Nong, Jin He Biological, and Andis Su showed weaker performance with declines of 1.44%, 1.04%, and 0.58% respectively [1][5] Group 2 - The Ministry of Agriculture and Rural Affairs is focusing on stabilizing beef production and accelerating support for the dairy industry, aiming for sustainable industry development [1][5] - According to the National Bureau of Statistics, pork production in China is projected to exceed 59 million tons by 2025, with nearly 720 million pigs being slaughtered, providing a solid foundation for market supply [1][5] - Pacific Securities notes that pig farming capacity is gradually decreasing but at a slower pace, with short-term price rebounds expected during peak seasons, while mid-term prices may remain low [6] - The poultry industry is experiencing high capacity for white chickens, leading to potential price fluctuations, while yellow chicken supply is tight, which may drive prices up [6] - The animal health industry is seeing high volatility in core antibiotic prices [6] Group 3 - Financial analysis from Caitong Securities indicates that pig prices are fluctuating with ongoing supply pressures, and policy guidance may accelerate capacity reduction [2][6] - The poultry sector is facing uncertainties due to frequent outbreaks of avian influenza abroad, which may benefit the white feather chicken industry chain prices in the medium to long term [2][6] - The pet sector continues to grow domestically, with increasing market share for domestic brands [2][6] - The seed industry should focus on the progress of biological breeding expansion [2][6] - The animal health sector has ongoing growth potential, with new products being launched to drive growth [2][6] Group 4 - The agricultural and livestock ETF (159275) and its linked funds (Link A: 013471, Link C: 013472) passively track the agricultural and livestock index, with the top ten weighted stocks including Muyuan Foods, Wens Foodstuff Group, and Haida Group [2][6]