Group 1 - The China Livestock Breeding Index (930707) increased by 0.44% as of December 12, 2025, with notable gains in constituent stocks such as Luo Niu Shan (000735) up 6.21%, and BioShares (600201) up 2.99% [1] - The Central Reserve Frozen Pork Rotation Storage Auction will take place on December 18, 2025, with 3,100 tons available for bidding, as announced by the China Storage Network [1] - Recent analysis indicates that traditional peak season for pork consumption is leading to a steady recovery in demand, driven by colder weather and increased demand for cured meats in southern regions, although supply remains high due to previous production capacity [1] Group 2 - As of November 28, 2025, the top ten weighted stocks in the China Livestock Breeding Index account for 65.6% of the index, including Muyuan Foods (002714) and Wens Foodstuff Group (300498) [2] - The index reflects the overall performance of listed companies involved in livestock feed, veterinary drugs, and livestock farming [1]

Core Viewpoint - The announcement by Huashu Network regarding the central reserve frozen pork rotation storage auction scheduled for December 18, 2025, indicates a strategic move to manage pork supply and stabilize market prices [1] Group 1 - The central reserve will conduct an auction for 3,100 tons of frozen pork [1]

Core Viewpoint - The company, Tangrenshen, is actively participating in national reserve plans and has established a strong presence in the pig farming industry, while also exploring futures trading to hedge risks. Group 1: Company Operations - As of October 13, 2025, Tangrenshen's stock closed at 4.81 yuan, down 0.41%, with a turnover rate of 2.06% and a trading volume of 295,500 shares, amounting to a transaction value of 141 million yuan [1] - The company has been involved in the national reserve plan, participating in the recent auction for 15,000 tons of frozen pork [2] - Tangrenshen has established a futures department for pig trading and is actively applying for designated delivery warehouses for pig futures [2] Group 2: Business Strategy - The company has focused on the entire pig industry chain for over 30 years, with core business segments including biological feed, healthy breeding, and branded meat products, providing stable cash flow and business synergy [3] - Tangrenshen has formed partnerships with well-known retailers such as Pandonglai, Metro, and Xiaoxiang Supermarket, as well as stable supply relationships with national chain restaurants like Haidilao [4] Group 3: Market Activity - On October 13, the main funds experienced a net outflow of 7.76 million yuan, indicating a trend of capital withdrawal from the stock [5] - Retail investors showed a net inflow of 1.03 million yuan, while speculative funds had a net inflow of 6.73 million yuan [6]