12月30日，天马科技盘中下跌2.01%，截至13:04，报16.59元/股，成交2.07亿元，换手率2.44%，总市值 83.89亿元。 资金流向方面，主力资金净流入271.10万元，特大单买入1211.63万元，占比5.87%，卖出2058.94万元， 占比9.97%；大单买入5644.46万元，占比27.33%，卖出4526.06万元，占比21.92%。 天马科技今年以来股价涨30.22%，近5个交易日涨3.75%，近20日涨5.60%，近60日涨3.62%。 今年以来天马科技已经2次登上龙虎榜，最近一次登上龙虎榜为12月11日，当日龙虎榜净买入-9076.88 万元；买入总计8257.45万元 ，占总成交额比9.91%；卖出总计1.73亿元 ，占总成交额比20.80%。 资料显示，福建天马科技集团股份有限公司位于福建省福清市上迳镇工业区，成立日期2005年12月13 日，上市日期2017年1月17日，公司主营业务涉及从事特种水产配合饲料研发、生产、销售。主营业务 收入构成为：畜禽饲料销售52.67%，特水饲料销售22.77%，养殖销售20.46%，食品销售13.68%，原料 销售5.27%，其他(补充 ...

以生猪养殖为代表的农牧渔板块今日（12月29日）继续上攻！全市场"含猪量"最高的农牧渔ETF（159275）开盘短暂下探后震荡上行，截至发稿，场内价格 涨0.71%。 成份股方面，生猪养殖、水产饲料等板块部分个股涨幅居前。截至发稿，牧原股份大涨超5%，兄弟科技涨超3%，温氏股份涨超2%，安迪苏、天马科技、生 物股份等多股跟涨超1%。 | | | 分时 多日 1分 5分 15分 30分 = | | | | | F9 盘前盘后 叠加 九转 圆线 工具 砂 | | | 2 > | 农牧渔ETF | | 159275 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.997 | | | | 159275[农牧渔ETF] 10:32 价 0.996 涨跌 0.007(0.71%) 均价 0.994 成交量 | | | | | 60 0.82% | WP | 0 996 | | +0.007 +0.71% | | | | | | | | | | | | | SZSE CNY 10:32:0 ...

以生猪养殖为代表的农牧渔板块今日（12月29日）继续上攻！全市场"含猪量"最高的农牧渔ETF （159275）开盘短暂下探后震荡上行，截至发稿，场内价格涨0.71%。 成份股方面，生猪养殖、水产饲料等板块部分个股涨幅居前。截至发稿，牧原股份大涨超5%，兄弟科 技涨超3%，温氏股份涨超2%，安迪苏、天马科技、生物股份等多股跟涨超1%。 | | | | 分时 多日 1分 5分 15分 30分 · | | | | | | F9 盘前盘后 盘加 九转 画线 工具 @ 2 | | | > | 农牧渔ETF | | | 159275 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.99 | | | | | | 159275[农牧渔ETF] 10:32 价 0.996 温珠 0.007(0.71%) 均价 0.994 服交量 60 1. | | | | | ORZ | | 0.996 | | | +0.007 +0.71% | | | | | | | | ...

控股股东、实控人及其一致行动人与核心高管同步抛出减持计划 2025年12月22日，粤海饲料披露减持预披露公告，控股股东、实控人及其一致行动人与核心高管同步抛 出减持计划，在发布公告后的两个交易日，公司股价连续大跌。而在控股股东抛出减持计划的同时，粤 海饲料刚刚实现扭亏为盈。 尽管2025年前三季度公司业绩出现回暖迹象，实现营业总收入49.97亿元，同比增长12.18%，归母净利 润2619.8万元、扣非归母净利润1662.54万元均实现同比扭亏。 据管理层介绍，2025年销售增长主要来自三大举措：一是开展"粤海创富行"营销主题活动，整合资源为 养殖户提供更全面的服务支持，同时开拓潜在区域，开发优质潜在客户，通过技术交流会、养殖培训、 产品品质等吸引新客户，巩固老客户合作、提升忠诚度；二是以"三高三低"技术战略和"四重保障"质量 体系为核心，研发高效、环保、抗病特性的特种水产饲料产品，并通过实际养殖案例推广、标杆示范户 建设让养殖户直观感受产品品质，获益产品优势，为养殖户创造价值的同时进一步提升市场占有率。三 是在巩固现有市场份额的基础上，重点发力新兴养殖区域及低渗透率区域，结合当地养殖特点制定营销 策略。 不 ...

12月23日，百洋股份盘中下跌2.07%，截至09:43，报7.10元/股，成交1840.82万元，换手率0.77%，总市 值24.59亿元。 资金流向方面，主力资金净流入33.51万元，大单买入127.30万元，占比6.92%，卖出93.79万元，占比 5.10%。 百洋股份今年以来股价涨50.11%，近5个交易日涨6.77%，近20日涨1.28%，近60日涨16.01%。 今年以来百洋股份已经2次登上龙虎榜，最近一次登上龙虎榜为7月4日，当日龙虎榜净买入1247.16万 元；买入总计6131.92万元 ，占总成交额比12.65%；卖出总计4884.76万元 ，占总成交额比10.08%。 百洋股份所属申万行业为：农林牧渔-饲料-水产饲料。所属概念板块包括：水产品、饲料、乡村振兴、 微盘股、预制菜等。 截至9月30日，百洋股份股东户数1.59万，较上期增加7.42%；人均流通股21005股，较上期减少7.18%。 2025年1月-9月，百洋股份实现营业收入29.52亿元，同比增长38.77%；归母净利润3612.80万元，同比增 长218.12%。 分红方面，百洋股份A股上市后累计派现2.07亿元。近三年，累 ...

| 減持股东 | 减持方式及拟减持股份数 | | 合计拟减持股 | 占公司总 | 占剔除公司回购专用 | | --- | --- | --- | --- | --- | --- | | 名称 | 量(股) | | 份数量(股) | 股本比例 | 账户股份后股本比例 | | 合计 | 大宗交易 | 13, 937, 594 | 20. 906. 294 | 2. 99% | 3.00% | | | 集中竟价 | 6.968.700 | | | | 粤海饲料称，股东减持系因自身资金需要，对虾公司、承泽投资所持公司股份系公司首次公开发行股票并上市前持有的股份，郑石轩所持公司股份系其在 二级市场增持的公司股份。本次减持计划实施有不确定性，也存在能否按期实施完成的不确定性，不会导致公司控制权发生变更。 当日，粤海饲料还公告称，公司副总经理、财务总监林冬梅和副总经理韩树林因个人资金需求，拟于2026年1月15日至2026年4月14日以集中竞价交易方式 分别减持公司股份不超过8100股（约占剔除回购专用账户股份后公司总股本的0.0012%），累计不超过1.62万股，占剔除回购专用账户股份后公司总股本 的0.0023%。 | ...

Core Viewpoint - Guangdong Yuehai Feed Group Co., Ltd. has been recognized for its strong brand value of 3.163 billion yuan, securing a spot in the "Top 50 Agricultural Enterprise Brands in Guangdong" for 2025, highlighting its leading position in the aquaculture feed industry [4][10][11]. Group 1 - The "Top 50 Agricultural Enterprise Brands in Guangdong" list was officially released at the Greater Bay Area Agricultural Products Trade Fair, showcasing the importance of brand value in the agricultural sector [2][9]. - Yuehai Feed's brand value of 3.163 billion yuan reflects its comprehensive strength and brand influence, marking its status as a benchmark in the aquaculture feed industry [4][5]. - The evaluation was conducted by authoritative organizations using a scientific quantitative model, assessing various dimensions such as comprehensive strength, brand building, and innovation capability [8][9]. Group 2 - The total brand value of the companies on the list reached 259.195 billion yuan, showing steady growth compared to the previous year [10]. - Yuehai Feed has been recognized for two consecutive years, indicating broad industry acknowledgment of its performance [11]. - As a leading provincial agricultural enterprise with 30 years of experience in specialized aquaculture feed, Yuehai Feed focuses on the entire industry chain from research and production to sales [13][14]. Group 3 - The company adheres to a technology strategy of "three highs and three lows," which emphasizes high quality, health, and growth while minimizing protein, waste, and costs, thereby strengthening its core competitiveness [15][16]. - Key products such as shrimp and crab feed and tilapia feed have seen sales growth of 20% to 37% year-on-year, and the establishment of its first overseas base in Vietnam marks the initial success of its internationalization strategy [16][17]. - Yuehai Feed is committed to social responsibility through initiatives like the "Yuehai Village" wealth creation project, further solidifying its brand foundation [17][18]. Group 4 - The company has received multiple awards for its innovation and brand influence, including the National Science and Technology Progress Second Prize and recognition as a leading enterprise in the feed industry for 2024 [21][22]. - The continuous recognition of Yuehai Feed's brand value underscores its comprehensive strength in technology innovation, market expansion, and social responsibility [30]. - Looking ahead, Yuehai Feed aims to become the strongest and world-class aquaculture feed enterprise, focusing on brand development and core technology research while expanding its international presence [31][32].

Core Viewpoint - The company, Guangdong Marine Feed (001313.SZ), is a leading national innovative pilot enterprise and high-tech enterprise primarily engaged in the research, production, and sales of aquatic feed, with a strong focus on special aquatic feed since its establishment in 1994 [1] Group 1: Company Overview - The company is recognized as one of China's large-scale group-oriented quality aquatic feed enterprises, possessing deep technical expertise, a diverse product range, and a comprehensive marketing network [1] - It has established over 30 subsidiaries across various provinces in China, including Guangdong, Guangxi, Hainan, Fujian, Zhejiang, Jiangsu, Anhui, Hunan, Hubei, and also in Vietnam [1] Group 2: Market Focus - Fujian province is highlighted as a significant strategic market due to its status as a major aquaculture province and a frontier for cross-strait economic cooperation [1] - The company has a mature customer base and sales network in Fujian and surrounding coastal areas, with its products effectively serving the aquaculture regions covered by the Fujian Free Trade Zone [1] Group 3: Product and Service - Core products such as marine fish feed and shrimp feed have a good market reputation and practical application in the region [1] - The company actively supports local modern fishery development, including deep-sea aquaculture [1] Group 4: Future Opportunities - The company is focused on exploring cooperation opportunities and technical exchanges in the fisheries sector across the Taiwan Strait, leveraging its technological accumulation and market advantages in special aquatic feed [1] - It aims to assess the feasibility of technical cooperation, industrial linkage, or model innovation in relevant areas to better seize market opportunities and serve customers [1]

Core Viewpoint - The company, Guangdong Marine Feed (001313.SZ), is a leading national innovative pilot enterprise and high-tech company primarily engaged in the research, production, and sales of aquatic feed, with a strong focus on specialized aquatic feed since its establishment in 1994 [1] Group 1: Company Overview - The company is recognized as one of China's large-scale group-oriented quality aquatic feed enterprises, possessing deep technical expertise, a diverse range of products, and a comprehensive marketing network [1] - It has established over 30 subsidiaries across various provinces in China, including Guangdong, Guangxi, Hainan, Fujian, Zhejiang, Jiangsu, Anhui, Hunan, Hubei, and also in Vietnam [1] Group 2: Market Focus - Fujian province is highlighted as a significant strategic market due to its status as a major aquaculture province and a frontier for cross-strait economic cooperation [1] - The company has a mature customer base and sales network in Fujian and surrounding coastal areas, effectively serving the aquaculture regions covered by the Fujian Free Trade Zone [1] Group 3: Product and Service - Core products such as marine fish feed and shrimp feed have a good market reputation and practical application in the region [1] - The company actively supports local modern fishery development, including deep-sea aquaculture [1] Group 4: Future Opportunities - The company is focused on exploring cooperation opportunities and technological exchanges in the fisheries sector across the Taiwan Strait, leveraging national policies promoting integration and reform [1] - Future plans include assessing the feasibility of technological cooperation, industrial linkage, or model innovation in relevant areas to better seize market opportunities and serve customers [1]

此外，农业农村部于12月8日发布公告，强调加强生猪产能综合调控并动态调整能繁母猪正常保有量目标，同时湖北启动1000吨省级猪肉临时 收储，多地推出补贴政策以稳定生猪市场。同期，财政部修订奖励资金管理办法，精准调控生猪、牛羊产业稳定发展，进一步强化行业政策 支持力度。 估值方面，当前农牧渔板块估值水平仍处相对低位，当前或为板块较好配置时机。数据显示，截至昨日（12月9日）收盘，全市场"含猪量"最 高农牧渔ETF（159275）标的指数中证全指农牧渔指数市净率为2.48倍，位于近10年来21.48%分位点的低位，中长期配置性价比凸显。 展望后市，华西证券认为，生猪养殖行业亏损下的主动去产能已开启。且近几个月一直在推进生猪行业反内卷相关举措，中长期来看国内生 猪价格中枢有望抬升。未来生猪行业发展"提质增效"或是主要趋势，落后产能或将逐步出清，成本低财务状况好的优质产能市占率或将进一步 提升。 农牧渔板块今日（12月10日）午后继续拉升，截至发稿，全市场唯一农牧渔ETF（159275）场内价格涨0.93%。 华福证券表示，养殖已陷入亏损状态，叠加产能调控政策推进，行业产能去化预计持续，有望推动长期猪价中枢上移，低成本 ...