人民财讯12月5日电，神农集团（605296）12月5日公告，2025年11月份，公司销售生猪31.51万头，销 售收入4.13亿元；公司商品猪价格呈现上涨趋势，商品猪销售均价11.44元/公斤，比10月份上涨3.62%。 1—11月，公司共销售生猪276.01万头，销售收入43.01亿元。 ...

Group 1 - The planned slaughter volume in December for the breeding sector is expected to increase by 3.77% month-on-month, with the largest increase in Fujian Province at 14.50% and the largest decrease in Zhejiang Province at 36.09% [2][4] - The increase in slaughter volume is driven by the release of production capacity and the push from large breeding enterprises to meet annual sales targets, leading to a higher supply of pigs [4][5] - Despite the anticipated increase in demand for pigs in December due to seasonal factors, the overall supply is expected to exceed demand, putting downward pressure on pig prices [7] Group 2 - December is expected to see a significant increase in pig slaughter volume compared to November, influenced by seasonal demand and traditional consumption patterns [5] - However, due to demographic changes and rising living standards, the demand for traditional cured meats is decreasing, which may limit the expected increase in demand for pigs [5][7] - As of December 4, the average price of pigs has dropped to 11.18 yuan per kilogram, indicating a reversal of earlier price increases, with expectations of continued downward pressure on prices despite entering the consumption peak season [7]

本文源自：卓创资讯 12月4日，全国瘦肉型生猪均价11.18元/公斤，较月初第一个工作日累计下滑0.26元/公斤。当下养殖端 产能释放，同时多数养殖单位已开始年底冲量动作，生猪供应量大。2026年春节较晚，同时气温下降缓 慢，腌腊、灌香肠需求释放缓慢，猪价承压下滑。当下腌腊、灌香肠需求正缓慢增量，12月中旬至下旬 或达到需求高峰，或利多生猪价格。但前期压栏、二次育肥生猪正等待在需求高峰出栏，届时猪价涨幅 或有限。 ...

农产品日报 | 2025-12-05 供需格局未改，猪价偏弱震荡 生猪观点 市场要闻与重要数据 期货方面，昨日收盘生猪 2601合约11385元/吨，较前交易日变动-105.00元/吨，幅度-0.91%。现货方面，河南地区 外三元生猪价格11.23元/公斤，较前交易日变动+0.05元/公斤，现货基差 LH01-155，较前交易日变动+155；江苏地 区外三元生猪价格 11.39元/公斤，较前交易日变动+0.02元/公斤，现货基差LH01+5，较前交易日变动+125；四川 地区外三元生猪价格11.33元/公斤，较前交易日变动+0.00元/公斤，现货基差LH01-55，较前交易日变动+105。 据农业农村部监测，12月4日"农产品批发价格200指数"为128.52，比昨天上升0.36个点，"菜篮子"产品批发价格指 数为131.11，比昨天上升0.42个点。全国农产品批发市场猪肉平均价格为17.65元/公斤，比昨天下降0.5%；牛肉66.32 元/公斤，比昨天下降0.2%；羊肉62.39元/公斤，比昨天下降0.7%；鸡蛋7.47元/公斤，比昨天上升0.7%；白条鸡17.81 元/公斤，比昨天下降0.9%。 市场分析 ...

智通财经APP获悉，据澳大利亚肉类及畜牧业协会称，由于美国需求强劲，澳大利亚今年的牛肉出口量 已创历史新高，且美国牛群尚无重建迹象。 截至11月的一年里，澳大利亚对美国的牛肉出口量达到41.2万吨，同比增长17%。对中国的出口量猛增 43%，达到24.3万吨，日本和韩国的进口量也有所增加。虽然澳大利亚东南部各州因持续多年的干旱导 致牛群规模显著缩减，但根据最新产业预测，该国2025年牛肉产量仍有望突破历史纪录，创下新高。 澳大利亚肉类及畜牧业协会国际市场总经理安德鲁·考克斯在声明中表示，全球牛肉需求正在飙升，澳 大利亚具备充分优势，可将这一势头延续至2026年。 尽管特朗普政府曾对澳大利亚肉类征收10%的关税(该关税后来已被取消)，美国仍是澳大利亚牛肉的最 大出口市场，进口量占澳大利亚牛肉出口总量的近三分之一。近年来，由于美国国内牛群数量降至70年 来的最低点，超市红肉价格飙升，美国的牛肉进口量大幅增加。美国总统特朗普曾在11月表示，他将削 减牛肉进口关税。 澳大利亚肉类及畜牧业协会在声明中表示："尽管当时关税仍在实施，但由于美国需求异常强劲——而 美国牛肉产量处于历史低位更是加剧了这种情况——澳大利亚牛肉出 ...

Report Information - Report Title: Pig Daily Report [1] - Date: December 05, 2025 [2] - Research Team: Agricultural Products Research Team [4] Industry Investment Rating - Not provided Core Viewpoints - The spot market shows both supply and demand increasing, but the enthusiasm of second - fattening is weak and mainly in a wait - and - see mode, so prices are likely to fluctuate [7] - In the futures market, pig supply is expected to increase slightly before the Spring Festival. The 2601 contract still has demand elasticity, but the concentrated second - fattening in October and continuous capacity release may create double supply pressure before the Spring Festival, putting downward pressure on the 01 and 03 contracts. In the medium and long term, the trend is likely to be weakly fluctuating, but as the price decline compared to the same period last year is large, the frequency of bottom - end fluctuations may increase [7] Summary by Directory 1. Market Review and Operation Suggestions - **Futures Market**: On the 4th, the main 2603 contract of live pigs opened slightly higher and then fluctuated downwards, closing in the red. The highest was 11,250 yuan/ton, the lowest was 11,180 yuan/ton, and the closing price was 11,190 yuan/ton, a 0.44% decrease from the previous day. The total open interest of the index increased by 3,206 lots to 374,770 lots [6] - **Spot Market**: On the 4th, the national average price of三元hogs was 11.20 yuan/kg, a decrease of 0.08 yuan/kg from the previous day [6] - **Supply Side**: In the long term, pig slaughter is expected to maintain a slight growth trend until the first half of next year. In October, second - fattening and weight - holding were concentrated, and the current utilization rate of second - fattening pens is high, reaching last year's level, increasing the supply pressure before the Spring Festival. Currently, farmers are slaughtering according to the normal rhythm [7] - **Demand Side**: The pen utilization rate is high, and second - fattening is mainly in a wait - and - see mode. There may still be a small amount of rolling replenishment demand in December. The continuous cooling of the weather has led to the start of curing and sausage - making in Sichuan. In addition, fresh sales in many northern and southern regions have improved, terminal consumer demand has continued to rise, and the increase in slaughter orders has significantly supported the slaughter volume. On December 4th, the slaughter volume of sample slaughterhouses was 177,300 heads, an increase of 600 heads from the previous day, 3,000 heads week - on - week, and 19,000 heads month - on - month [7] 2. Industry News - Not provided in the content 3. Data Overview - **Actual and Planned Slaughter**: In November, the actual slaughter volume of Yongyi sample enterprises was 26.49 million heads, with a completion rate of 99.36%. The planned slaughter volume in December is 27.72 million heads, a monthly increase of 4.64% and a daily average increase of 1.27% [12] - **Breeding Profit**: As of the week of December 4th, the average profit per self - bred and self - raised pig was - 135.01 yuan/head, a decrease of 23.88 yuan/head from the previous week; the profit from purchasing piglets for breeding was - 273 yuan/head, a week - on - week increase of 2 yuan/head [12] - **Fattening Cost**: As of the week of December 4th, the cost of purchasing 110kg pigs and fattening them to 140kg was 11.00 yuan/kg, a decrease of 0.12 yuan/kg from the previous week; the cost of purchasing 125kg pigs and fattening them to 150kg was 11.39 yuan/kg, a decrease of 0.12 yuan/kg from the previous week [12] - **Average Slaughter Weight**: As of the week of December 4th, the average slaughter weight of pigs was 129.82kg, an increase of 0.60kg from the previous week, a month - on - month increase of 0.46%. Among them, the average slaughter weight of group farms was 124.71kg, an increase of 0.16kg from the previous week, a month - on - month increase of 0.13%, and the average slaughter weight of individual farmers was 146.08kg, an increase of 0.91kg from the previous week, a month - on - month increase of 0.63% [12]

Core Viewpoint - The article highlights the efforts and initiatives taken in Inner Mongolia to ensure warmth and food security for residents and livestock during extreme winter conditions, particularly in rural and pastoral areas. Group 1: Infrastructure and Community Support - In Linxi County, over 100 million yuan has been invested in various sewage and heating pipeline projects since 2022, benefiting 3,110 households directly [3][5] - The connection to the county's heating pipeline has significantly improved living conditions, allowing indoor temperatures to exceed 20℃, comparable to urban housing [3][5] Group 2: Agricultural Adaptation - The emergence of facility agriculture has transformed the winter activities of farmers from "waiting out the winter" to "busy winter," with greenhouses producing over 1,000 kilograms of fresh organic vegetables daily [5][7] - Farmers have proactively reinforced greenhouse structures and installed insulation to maintain stable temperatures around 15℃ during cold spells [5][7] Group 3: Livestock Management - The local government has implemented policies to ensure adequate feed supply and promote winter livestock management techniques, supporting approximately 1 million head of livestock for wintering [7][8] - Pastoralists are taking measures to secure feed and enhance shelter conditions for their livestock, including the use of temperature-controlled water troughs and insulation for barns [7][8]

"巴西人无法决定自己土地种什么以及什么时候种、什么时候收。"有巴西人说，他们的饭碗，掌握在别 人手中，因为一切取决于利润。胡向东告诉《环球时报》记者，在这一体系下，巴西本土粮食主权面临 严峻挑战，黑豆、木薯等主食依赖巴西小农生产，而小麦、大米等作物长期依赖进口，形成"肥沃土地 上的粮食危机"。胡向东在和巴西亚马孙环境研究所等机构交流时，巴西人对于现状普遍表示"无奈"， 主要是因为巴西土地集中在跨国公司和大农场手中，要保证土地私有权。 胡向东向记者详细梳理了大豆供应链，包括上游的育种、生产，到中游的流通、贸易，再到下游的加 工、消费。在这一链条中，胡向东认为中国主要参与的是中下游环节：比如通过中粮等企业在海外进行 合同采购、物流运输、港口运营以及国际贸易，将巴西等地的大豆进口到中国市场。同时，中国也在下 游的加工和消费领域占据主导地位，成为全球最大的大豆进口国和消费国。 然而，从育种开始的上游环节，中国参与度较低。胡向东表示，目前巴西等主要生产国广泛使用美国的 转基因品种，种子专利和技术基本被美国公司控制，这导致上游关键环节受制于人。而在大豆定价权方 面，胡向东认为，这其中涉及市场结构、金融机制与国际规则等复杂 ...

本报讯 （记者李昱丞）在海南自贸港全岛封关运作进入冲刺阶段之际，深圳市京基智农时代股份有限 公司（以下简称"京基智农"）投资10亿元打造的文昌生猪产业链项目，以1412亩的现代化养殖基地，构 建起年出栏30万头肉猪的供应体系，正成为保障自贸港"菜篮子"安全、推动农业现代化转型的核心力 量。 据悉，有别于传统养殖模式，该项目以"打造省级一流生态养殖样板"为目标，创新采用"6750自繁自养 一体化"模式，集成自动喂料、智能环控、空气过滤等八大智能化系统，实现从种猪繁育到商品猪出栏 的全流程数字化管控。通过四周批生产管理，规模化、集约化的运营模式显著节约养殖成本、提高生产 效率和疫病防控能力，该项目先后获评"国家级生猪产能调控基地""海南省兽药抗菌药使用减量化达标 养殖场"等称号，为海南畜牧业转型升级提供可复制的科技范本。 在稳固产能供给的同时，京基智农始终践行生态循环理念，着力破解传统养殖业污染难题。项目养殖过 程中产生的粪污实现100%转化为有机肥，尾水经多级处理后可作为场内中水回用和周边土地灌溉用 水，同步配套建设的5030余亩牧草、椰子种植区及国家绿肥产业技术体系示范基地，构建起"养殖废弃 物-有机肥-种植 ...

Core Insights - During the "14th Five-Year Plan" period, Inner Mongolia has maintained its leading position in the production of beef, lamb, milk, and cashmere in China [1][2] Group 1: Financial Investment and Support - Inner Mongolia's government has invested a total of 6 billion yuan in fiscal funds to boost the development of the livestock industry [1] - An annual investment of 1 billion yuan has been allocated to promote the forage industry, resulting in a forage production of 76 million tons [1] Group 2: Production Statistics - In 2024, Inner Mongolia's beef production is projected to reach 891,000 tons, accounting for 1/9 of the national total [2] - Lamb production is expected to reach 1.059 million tons, representing 1/5 of the national output [2] - Milk production is anticipated to be 7.767 million tons, also making up 1/5 of the national total [2] - Cashmere production is forecasted at 6,945 tons, which is 1/3 of the national production [2] Group 3: Breeding and Infrastructure Development - Inner Mongolia has successfully developed three new livestock breeds: Huaxi cattle, Dumeng sheep, and Huameng meat sheep [1] - The region has established 17 national-level core breeding farms and 7 bull stations, both ranking first in the country [1] - Over the "14th Five-Year Plan" period, more than 200 smart pastures for cattle and sheep are supported for construction each year, leading to an annual increase of over 5 million square meters in barn space [1]