证券日报网讯1月8日，正邦科技（002157）发布公告称，公司预计2026年度为子公司及生态圈合作伙伴 提供担保总额不超过46亿元，其中对子公司担保额度30亿元、对养殖户及经销商担保额度16亿元；截至 2025年末，公司对外担保余额17621.44万元，逾期1227万元。 ...

Core Viewpoint - Zhengbang Technology (002157) announced its cumulative external guarantee amount and overdue guarantee amount, indicating significant financial commitments and potential risks associated with its guarantees [1] Summary by Categories External Guarantees - As of December 31, 2025, the company expects a total external guarantee amount of 479,602.75 thousand yuan, which represents 25.24% of the audited total assets for 2024 and 42% of the audited net assets for 2024 [1] Subsidiary Guarantees - As of December 31, 2025, the unaudited guarantee balance for wholly-owned and controlled subsidiaries is 5,688.43 thousand yuan, accounting for 0.50% of the company's most recent audited net assets [1] External Guarantees to Third Parties - The balance of external guarantees (i.e., guarantees to entities outside the company's consolidated financial statements) is 11,933.01 thousand yuan, which constitutes 1.04% of the company's most recent audited net assets [1]

格隆汇1月8日丨正邦科技(002157.SZ)公布，公司2025年12月销售生猪102.86万头(其中仔猪53.00万头， 商品猪49.86万头)，环比上升18.45%，同比上升73.26%；销售收入9.14亿元，环比上升23.33%，同比上 升25.75%。 商品猪(扣除仔猪后)销售均价11.70元/公斤，较上月上升1.20%。2025年1-12月，公司累计销售生猪 853.69万头，同比上升105.87%；累计销售收入84.79亿元，同比上升59.33%。 ...

智通财经APP讯，正邦科技(002157.SZ)公告，公司2025年12月销售生猪102.86万头(其中仔猪53.00万 头，商品猪49.86万头)，环比上升18.45%，同比上升73.26%;销售收入9.14亿元，环比上升23.33%，同比 上升25.75%。 ...

人民财讯1月8日电，正邦科技（002157）1月8日公告，公司2025年12月销售生猪102.86万头(其中仔猪 53.00万头，商品猪49.86万头)，环比上升18.45%，同比上升73.26%；销售收入9.14亿元，环比上升 23.33%，同比上升25.75%。商品猪(扣除仔猪后)销售均价11.70元/公斤，较上月上升1.20%。2025年1— 12月，公司累计销售生猪853.69万头，同比上升105.87%；累计销售收入84.79亿元，同比上升59.33%。 2025年1—12月，公司累计生猪销售数量及销售收入同比上升较大主要是公司业务逐步恢复所致。 ...

证券代码：002157 证券简称：正邦科技 公告编号：2026—002 关于对外担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、担保情况概述 （一）江西正邦科技股份有限公司（以下简称"公司"或"正邦科技"）于 2025 年 12 月 9 日召开第八届董事会第七次临时会议，以 6 票同意、0 票反对、0 票弃 权，审议通过了《关于 2026 年度为子公司提供担保额度预计的议案》《关于 2026 年度对外提供担保额度预计的议案》，内容包括： 1、为保证控股子公司日常生产经营持续、稳健发展，公司及控股子公司拟 为合并报表范围内子公司提供担保，新增担保额度总计不超过 30 亿元（该预计 担保额度可循环使用）；其中本公司或控股子公司为资产负债率 70%以上的控股 子公司担保的额度为 20 亿元；为资产负债率 70%以下的控股子公司担保的额度 为 10 亿元。在全年预计担保总额范围内，各下属控股子公司的担保额度可以在 同类担保对象间调剂使用。担保额度有效期为 2026 年 1 月 1 日至 2026 年 12 月 31 日。 以上担保范围包括但不限于公 ...

证券代码：002157 证券简称：正邦科技 公告编号：2026—001 江西正邦科技股份有限公司 关于2025年12月份生猪销售情况简报 江西正邦科技股份有限公司（以下简称"公司"）的经营范围中包括生猪养 殖业务，现公司就每月生猪销售情况进行披露，具体内容如下： 一、2025年12月份生猪销售情况 公司2025年12月销售生猪102.86万头（其中仔猪53.00万头，商品猪49.86万 头），环比上升18.45%，同比上升73.26%；销售收入9.14亿元，环比上升23.33%， 同比上升25.75%。 商品猪（扣除仔猪后）销售均价11.70元/公斤，较上月上升1.20%。 2025年1-12月，公司累计销售生猪853.69万头，同比上升105.87%；累计销售 收入84.79亿元，同比上升59.33%。 上述数据均未经审计，与定期报告披露的数据之间可能存在差异。因此，上 述数据仅作为阶段性数据，供投资者参考。 | 月份 | | 生猪销量（万头） | | 销售收入（亿元） | 商品猪价格 （元/公斤） | | --- | --- | --- | --- | --- | --- | | | 当月 | 累计 | ...

正邦科技1月8日公告，公司2025年12月销售生猪102.86万头（其中仔猪53.00万头，商品猪49.86万 头），环比上升18.45%，同比上升73.26%；销售收入9.14亿元，环比上升23.33%，同比上升25.75%。 2025年1-12月，公司累计销售生猪853.69万头，同比上升105.87%；累计销售收入84.79亿元，同比上升 59.33%。 ...

Core Viewpoint - The swine breeding industry is experiencing a gradual capacity reduction, with expectations for improved supply-demand dynamics in the future, despite ongoing short-term oversupply and industry losses [1][5][14]. Group 1: Supply and Demand Dynamics - The supply-demand situation for swine is expected to improve, with continued oversupply pressure in the first half of 2026, leading to sustained industry losses [1][5][17]. - The average price of live pigs in China for January to November 2025 was 14.64 CNY/kg, with a projected annual average of 14.5 CNY/kg, down from 17 CNY/kg in 2024 [15]. - The number of breeding sows in China decreased to 39.9 million by October 2025, marking a 1.1% month-on-month decline and a 2.2% year-on-year decline, indicating a confirmed trend of capacity reduction [6][18]. Group 2: Policy and Regulatory Environment - The capacity reduction is driven by a combination of industry losses and policy regulations, with the Ministry of Agriculture holding multiple meetings to discuss capacity control measures [7][18]. - Key regulatory measures include reducing the number of breeding sows, maintaining a slaughter weight limit of 120 kg, and restricting financial support for new capacity projects [18][20]. Group 3: Industry Structure and Efficiency - The concentration of the swine breeding industry has increased, with the market share of the top ten listed companies rising to 24.98% in the first half of 2025, up 1.27 percentage points from 2024 [20]. - The average pigs per sow (PSY) is expected to improve, with a projected increase to 24.03 heads in 2024, and leading companies like Muyuan Foods achieving a PSY of 29 by September 2025 [20]. Group 4: Cost and Profitability - Cost management is identified as a critical factor for companies to achieve excess returns and long-term growth, especially during down cycles [1][14]. - The industry is expected to see significant differentiation in performance, with companies that have cost advantages likely to maintain moderate expansion, while less efficient producers face further elimination [1][14]. Group 5: Market Outlook and Consumer Demand - The demand for pork is projected to remain stable, with 2024 pork production and sales estimated at 57.06 million tons, and a slight increase in consumption expected in 2026 due to government policies aimed at boosting domestic demand [22][23]. - Seasonal fluctuations in demand are anticipated, with a notable increase in piglet numbers in early 2025, but supply pressures are expected to persist into the first half of 2026, particularly around the Lunar New Year [23].

证券之星消息，1月6日养殖业板块较上一交易日上涨1.94%，正邦科技领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。养殖业板块个股涨跌见下表： 从资金流向上来看，当日养殖业板块主力资金净流出4127.8万元，游资资金净流出8114.99万元，散户资 金净流入1.22亿元。养殖业板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002157 | 正邦科技 | 4984.67万 | 7.07% | -2390.10万 | -3.39% | -2594.57万 | -3.68% | | 603477 | 巨星农牧 | 2648.68万 | 16.60% | -1470.23万 | -9.21% | -1178.45万 | -7.38% | | 300498 | 温氏股份 | 2502.01万 | 3.19% | -5619.65万 | -7.1 ...