（来源：中国猪业） 来源：中国猪业 （来源：中国猪业） 来源：中国猪业 | 地区 | 生猪 | 玉米 | 百期 | | --- | --- | --- | --- | | | (元/公斤) | (元吨) | (元/吨) | | 东北 | 黑龙江 11.0-11.4 | 1784 | 3070 | | 吉林省 10.8-11.4 | | 2400 3070 | | | 辽宁省 10.8-11.6 | | 2293 | 3080 | | 内蒙古 华北 天津市 | 11.25 | 2276 | 3000 3000 | | 北京市 | 11.6-12.0 | 2277 | 3000 | | | 11.6-12.0 | 2276 | | | 山西省 | 11.2-11.8 | 2510 | 3109 | | 河北省 11.4-12.0 | | 2386 - 3197 | | | 河南省 11.4-12.0 | | 23415823085 | | | 传中 湖北省 | 11.2-11.6 | 2300 | 3000 | | 湖南省 | 11.0-11.4 | 2590 | 3002 | | 上海市 | 11.6-12.4 ...

Group 1 - The pork concept sector declined by 0.42%, ranking among the top declines in the concept sectors, with companies like Delisi, Royole Mountain, and Haida Group experiencing significant drops [1] - Among the pork concept stocks, 9 companies saw price increases, with Jingji Zhino rising by 4.49%, Jin Xin Nong by 3.39%, and Zhenghong Technology by 0.45% [1] - The pork concept sector experienced a net outflow of 523 million yuan from main funds, with 23 stocks seeing net outflows, and 5 stocks having outflows exceeding 30 million yuan [2] Group 2 - The top net outflow stock was Muyuan Foods, with a net outflow of 204 million yuan, followed by Royole Mountain, Zhengbang Technology, and Haida Group with outflows of 95.06 million yuan, 88.91 million yuan, and 38.47 million yuan respectively [2] - The stocks with the highest net inflow included Jin Xin Nong, Jingji Zhino, and Dabeinong, with net inflows of 21.19 million yuan, 9.19 million yuan, and 6.50 million yuan respectively [2] - The trading volume and price changes of various pork concept stocks were detailed, with Muyuan Foods down by 2.47%, Royole Mountain down by 3.06%, and Haida Group down by 2.63% [3]

德康农牧(02419)发布公告，于2025年12月24日该公司斥资629.3万港元回购8.99万股，回购价格为每股 69.4-72.5港元。 ...

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints of the Report - The supply and demand are in a game. Some second - fattening pigs enter the market, supporting the short - term upward adjustment of hog prices. However, there is still pressure on the supply side in the medium term, and the terminal acceptance will decline after the price rises further, so the rebound space is expected to be limited. On the futures market, the hog 2603 contract rose 0.88% and has risen for three consecutive trading days, and it is expected to fluctuate within a short - term range [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main futures contract for hogs was 11,480 yuan/ton, up 65 yuan; the main contract position was 161,915 lots, up 62 lots; the number of warehouse receipts was 863 lots, unchanged; the net long position of the top 20 futures holders was - 47,913 lots, down 1,675 lots [2] 3.2 Spot Market - The hog price in Zhumadian, Henan was 11,700 yuan/ton, up 100 yuan; in Siping, Jilin was 11,200 yuan/ton, up 100 yuan; in Yunfu, Guangdong was 12,000 yuan/ton, unchanged. The main hog basis was 220 yuan/ton, up 35 yuan [2] 3.3 Upstream Situation - The hog inventory was 436.8 million heads, up 12.33 million heads; the inventory of breeding sows was 39.9 million heads, down 450,000 heads [2] 3.4 Industry Situation - The year - on - year CPI was 0.7%, up 0.5 percentage points; the spot price of soybean meal in Zhangjiagang was 3,100 yuan/ton, unchanged; the spot price of corn was 2,338.24 yuan/ton, down 4.7 yuan; the Dalian Commodity Exchange hog feed cost index was 881.53, up 0.59; the monthly output of feed was 29.779 million tons, up 209,000 tons; the price of binary breeding sows was 1,432 yuan/head, down 5 yuan; the breeding profit from purchasing piglets was - 189.5 yuan/head, up 51.19 yuan; the breeding profit from self - breeding and self - raising hogs was - 130.88 yuan/head, up 32.46 yuan; the monthly import volume of pork was 60,000 tons, down 10,000 tons; the average price of white - striped chicken in the main producing areas was 14.1 yuan/kg, up 0.2 yuan [2] 3.5 Downstream Situation - The slaughter volume of designated hog slaughtering enterprises was 38.34 million heads, up 2.5 million heads; the monthly retail sales of social consumer goods in the catering industry was 605.7 billion yuan, up 85.8 billion yuan [2] 3.6 Industry News - According to Mysteel data, on December 24, the daily slaughter volume of hogs by sample slaughtering enterprises in key provinces was 164,794 heads, a 0.29% decrease from the previous day. Large - scale farms are slaughtering normally, and some areas are actively slaughtering standard hogs due to the epidemic, but the second - fattening replenishment has increased. On the demand side, bacon and sausage - making activities are in progress, and consumer demand is stable [2]

格隆汇12月24日丨德康农牧(02419.HK)公告，12月24日耗资629.29万港元回购8.99万股，每股回购价 69.4-72.5港元。 ...

2025年猪价呈震荡下滑态势，年内产能释放推高出栏量，而需求增幅有限，难以形成有效支撑。展望 2026年，生猪供应仍较充裕，需求变动相对被动，预计猪价前低后高，二季度有望出现重要转折点。 2025年猪价震荡下滑 截至12月22日，卓创资讯监测2025年全国瘦肉型生猪均价平均为13.80元／公斤，同比降低17.66%，年 内呈降后横盘稳定再震荡下滑态势。其中，最高价为1月4日的16.36元／公斤，最低价为10月13日的 10.72元／公斤。2025年产能释放，生猪出栏量增加，需求增幅有限，导致猪价同比下跌。 从具体供需来看，供应方面，2025年生猪出栏量增加，利空猪价。 按繁育周期推算，2026年生猪出栏量是由2025年3月到2026年2月份的能繁母猪存栏量决定的。卓创资讯 监测，2025年3月至11月，196家样本企业能繁母猪存栏量先增加后减少，平均为918.31万头，较上一周 期（2024年3月-2024年11月）增加8.54%，对应2026年生猪供应仍较充裕。在去产能政策的要求下， 2025年12月至2026年2月能繁母猪存栏量预计继续缓慢减少，但前期产能高位以及生产效能提升仍为 2026年带来供应压力。 ...

农产品日报 | 2025-12-24 消费仍有支撑，猪价窄幅震荡 生猪观点 市场要闻与重要数据 期货方面，昨日收盘生猪 2603合约11415元/吨，较前交易日变动+70.00元/吨，幅度+0.62%。现货方面，河南地区 外三元生猪价格11.68元/公斤，较前交易日变动+0.02元/公斤，现货基差 LH03+265，较前交易日变动-50；江苏地 区外三元生猪价格 11.86元/公斤，较前交易日变动+0.10元/公斤，现货基差LH03+445，较前交易日变动+30；四川 地区外三元生猪价格11.68元/公斤，较前交易日变动+0.00元/公斤，现货基差LH03+265，较前交易日变动-70。 据农业农村部监测，12月23日"农产品批发价格200指数"为130.52，与昨天持平，"菜篮子"产品批发价格指数为 133.46，与昨天持平。全国农产品批发市场猪肉平均价格为17.53元/公斤，比昨天下降0.2%；牛肉66.02元/公斤， 比昨天上升0.2%；羊肉63.09元/公斤，比昨天上升0.1%；鸡蛋7.48元/公斤，与昨天持平；白条鸡17.96元/公斤，比 昨天上升0.2%。 市场分析 生猪现货报价北方地区受降温散户 ...

加快农业农村现代化扎实推进乡村全面振兴 国家发展改革委农村经济司 习近平总书记深刻指出："没有农业农村现代化，就没有整个国家现代化。"党的二十届四中全会通过的 《建议》指出"农业农村现代化关系中国式现代化全局和成色"，这是以习近平同志为核心的党中央深刻 把握我国现代化建设规律作出的重大判断。《建议》就"加快农业农村现代化，扎实推进乡村全面振 兴"作出专章部署，明确了"十五五"时期农业农村发展的战略任务和政策举措，我们要深刻理解、准确 把握党的二十届四中全会精神，全面贯彻《建议》部署，科学研判形势，细化任务举措，以加快农业农 村现代化更好推进中国式现代化建设。 一、深刻领会"十五五"时期加快农业农村现代化、扎实推进乡村全面振兴的战略要求 《建议》坚持把解决好"三农"问题作为全党工作的重中之重，深刻反映了以习近平同志为核心的党中央 对"三农"工作极端重要性的深刻洞察和战略把握。我们要深入理解加快农业农村现代化、扎实推进乡村 全面振兴的战略定位和时代背景，全面贯彻"十五五"时期农业农村发展的战略任务和重大举措，以高度 的政治责任感和时代使命感，推动《建议》决策部署持续落地见效。 12月24日，国家发展改革委农村经济 ...

Core Insights - The monitoring of prices for 50 important production materials across nine categories in the national circulation market indicates a mixed trend in pricing for December 2025, with 15 products experiencing price increases, 31 products seeing declines, and 4 products remaining stable [1] Price Changes - The price of live pigs (external three yuan) is reported at 11.5 yuan per kilogram, reflecting a month-on-month increase of 1.8% [1]

榆林海关自2020年首次监管供港澳活牛业务以来，积极支持龙头企业拓展业务，推动产业升级，已 指导4家企业获得供港澳活牛注册饲养场资质。同时，通过"三强化"提升出口活牛质量：强化疫病防 控，严格监测口蹄疫等重大动物疫病，实施禁限用兽药安全风险监控；强化源头管理，指导企业完善质 量控制体系，出口前逐头检疫，确保"零问题"装运；强化通关便利，开通"绿色通道"，优化检验流程， 保障活牛高效通关。 榆林海关负责人吕博介绍，榆林海关将持续对标港澳市场标准，进一步加强监管，保障活牛品质， 并提前做好2026年元旦、春节供应高峰筹备，确保稳定供应。（记者：王晨曦 通讯员：屈喜锋） 12月19日，记者从榆林海关获悉：1月至11月，榆林海关共监管供港澳活牛68批次、1069头，同比 分别增长41.7％、45.5％；榆林供港澳活牛出口量首次突破1000头大关，创历史新高。 日前，在神木市店塔镇的供港澳活牛饲养场，一头头健壮的秦川牛经专用平台登上货车，即将发往 香港。榆林海关关员现场监督装载。 ...