天眼查App显示，近日，安国市大丞子渔具有限公司成立，法定代表人为杨朔，注册资本5万人民币， 经营范围为一般项目：渔具制造;渔具销售;畜牧渔业饲料销售;饲料原料销售;饲料添加剂销售;宠物食品 及用品批发;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;信息技术咨询服务;体育 竞赛组织;体育赛事策划;信息咨询服务（不含许可类信息咨询服务）;体育用品及器材批发;体育用品及 器材制造;体育用品及器材零售;互联网销售（除销售需要许可的商品）;户外用品销售;日用杂品销售;租 赁服务（不含许可类租赁服务）;体育用品设备出租;健身休闲活动;日用品销售;广告发布（除依法须经 批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Viewpoint - The company announced that as of September 30, 2025, the number of shareholders is 9,732 [2] Summary by Category - **Company Information** - The company, Bon Group, has reported a total of 9,732 shareholders as of the specified date [2]

从资金流向上来看，当日饲料板块主力资金净流入2.1亿元，游资资金净流出9204.2万元，散户资金净流 出1.18亿元。饲料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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603363 傲农生物 | | 1.25亿 | 21.95% | -4285.39万 | -7.55% | -8179.88万 | -14.41% | | 002891 中宠股份 | | 1.00亿 | 16.21% | -5697.18万 | -9.22% | -4324.54万 | -7.00% | | 002100 天康生物 | | 6868.94万 | 11.89% | 734.41万 | 1.27% | -7603.35万 | -13.16% | | 002385 | 大北农 | 677.98万 | 2.02% | -499.73万 | -1.49% | -178.25万 | -0.53% | | 301498 乖 ...

2025年1至6月份，唐人神的营业收入构成为：饲料产业占比60.25%，猪种苗产业占比34.1%，肉类产业 占比5.58%，动保业占比0.06%。 截至发稿，唐人神市值为69亿元。 每经AI快讯，唐人神（SZ 002567，收盘价：4.83元）10月10日晚间发布公告称，截至2025年9月30日， 公司通过股份回购专用证券账户以集中竞价方式回购公司股份约996万股，占公司目前总股本的0.7%， 最高成交价为5.52元/股，最低成交价为4.68元/股，成交金额约5010万元。 每经头条（nbdtoutiao）——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后，这些城市怎么 样了？ （记者 曾健辉） ...

Core Viewpoint - The agricultural, animal husbandry, and fishery sector in the A-share market is showing resilience, with the first agricultural ETF (159275) experiencing a notable increase, indicating a potential investment opportunity as valuations remain low [1][2]. Group 1: Market Performance - The agricultural ETF (159275) saw an intraday increase of 1.5%, currently up by 0.7%, and is expected to achieve a four-day consecutive rise [1]. - The ETF has recorded a real-time net subscription of over 46 million units [1]. - The sector's valuation is at a low point, with the price-to-book ratio of the underlying index at 2.61 times, placing it in the 34.9% percentile over the past decade, highlighting a favorable long-term investment opportunity [1]. Group 2: Policy and Industry Outlook - The "anti-involution" policy has been reinforced multiple times since May, positively impacting pig prices for the upcoming year [1]. - Recent policy implementations are showing initial positive effects, with expectations of accelerated capacity reduction in the pig industry as prices have entered a loss zone [1]. - It is anticipated that the pig prices may experience a new upward trend in the second half of next year due to increased policy enforcement and market adjustments [1]. Group 3: ETF Composition - The agricultural ETF (159275) passively tracks the CSI Agricultural, Animal Husbandry, and Fishery Index, with major holdings including leading companies such as Muyuan Foods, Wens Foodstuff Group, and Haida Group [2]. - The index has a high concentration in its top ten industries, which account for over 90% of its weight, focusing on opportunities across the entire agricultural and animal husbandry supply chain [2].

8月能繁母猪存栏环比-0.1%，9月猪价新低 猪价自24.1.17低点震荡回升，8月中旬达年内高点21.06元/kg，此后震荡回落;25年9月17日猪价13.71 元/kg，较24年年末下跌16%。9月26日自繁自养、外购仔猪养殖利润-74元/头、-237元/头;行业整体亏损 或可带来产能去化。8月末我国能繁母猪存栏量4038万头，环比-0.1%。关于25年猪价走势，该行认为年 度均价同比下行，差异在于优秀猪企完全成本持续优化，带来养殖利润超预期。此外25年以来猪企产能 变化节奏、行业二育情况、出栏体重等方面或受相关影响而带来超预期变化，值得重点关注。 智通财经APP获悉，中国银河证券发布研报称，持续重点强调关注生猪养殖行业的攻守兼备布局机会， 基于能繁母猪作用值及养殖效率的考虑，25年猪价同比或呈下行走势;综合考虑政策去产能以及行业亏 损去产能，叠加成本下行带来的优秀猪企利润超预期，重点关注成本边际变化显著、资金面良好的优质 猪企。宠物食品行业处成长过程中，优质企业市占率呈提升趋势。该行建议可关注养殖链后周期，推荐 饲料龙头及动物疫苗相关企业。黄鸡价格与猪价有一定相关性，且考虑自身供给端低位，后续价格存上 ...

证券之星消息，10月9日饲料板块较上一交易日下跌0.67%，路德环境领跌。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。饲料板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002891 | 中宠股份 | 3307.37万 | 8.97% | 295.31万 | 0.80% | -3602.68万 | -9.77% | | 603151 | 邦墓科技 | 1196.96万 | 12.75% | -677.32万 | -7.22% | -519.64万 | -5.54% | | 300673 佩蒂股份 | | 1122.87万 | 7.15% | 341.52万 | 2.18% | --1464.39万 | -9.33% | | 002567 | 唐人神 | 693.50万 | 5.52% | 176.27万 | 1.40% | -869.77 ...

长江期货养殖产业月报 长江期货股份有限公司交易咨询业务资格：鄂证监期货字[2014]1号 2025-10-9 【产业服务总部 | 饲料养殖中心】 研 究 员：叶 天 执业编号:F03089203 投资咨询号:Z0020750 01 生猪：供应增长压制，期价偏弱运行 目 02 鸡蛋：需求季节性转淡，蛋价偏弱运行 录 03 玉米：新作上市补充供应，盘面反弹承压 01 生猪：供应增长压制，期价偏弱运行 01 生猪：供应增长压制，期价偏弱运行 u 期现货：截至10月8日，全国生猪价格11.52元/公斤，较上月底下跌2.03元/公斤；河南生猪均价11.71元/公斤，较上月底下跌1.94元/公斤；9月30日，主力11合约价格收于12355元/吨，较上 月底下跌1200元/吨，跌幅8.85%；11合约基差-645元/吨，较上月底跌740元/吨。9月猪价重心继续下移，因供应持续增加，且9月16日农业农村部会议内容要求前25大企业1月底之前去化 100万头能繁，集团、散户出栏意愿较强，而需求跟进有限，供大于求令猪价下跌；盘面随着现货走弱估值下移。十一节日期间，养殖端出栏增量，猪价进一步下滑，猪价创新低，主力11 较现货升水明显 ...

截至8月20日，金新农股东户数4.45万，较上期减少3.35%；人均流通股18064股，较上期增加3.47%。 2025年1月-6月，金新农实现营业收入23.76亿元，同比增长10.38%；归母净利润-2350.70万元，同比增 长43.74%。 分红方面，金新农A股上市后累计派现3.68亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，金新农十大流通股东中，国泰中证畜牧养殖ETF（159865）位居 第二大流通股东，持股800.51万股，相比上期增加30.79万股。中信保诚多策略混合(LOF)A（165531） 退出十大流通股东之列。 责任编辑：小浪快报 9月30日，金新农涨0.80%，成交额1.53亿元。两融数据显示，当日金新农获融资买入额1352.61万元， 融资偿还2861.98万元，融资净买入-1509.38万元。截至9月30日，金新农融资融券余额合计1.83亿元。 融资方面，金新农当日融资买入1352.61万元。当前融资余额1.83亿元，占流通市值的4.52%，融资余额 低于近一年40%分位水平，处于较低位。 融券方面，金新农9月30日融券偿还0.00股，融券卖出0.00 ...

Core Points - Tangrenshen's stock price decreased by 0.62% on September 30, with a trading volume of 89.15 million yuan [1] - The company reported a financing net buy of -8.62 million yuan on the same day, with a total financing and securities balance of 459 million yuan [1] - As of June 30, the company achieved a revenue of 12.468 billion yuan for the first half of 2025, representing a year-on-year growth of 15.05% [2] Financing and Securities - On September 30, Tangrenshen had a financing buy of 8.06 million yuan, with a current financing balance of 458 million yuan, accounting for 6.66% of the circulating market value [1] - The financing balance is above the 50% percentile level for the past year, indicating a relatively high position [1] - The company had a securities lending balance of 1.16 million yuan, which is below the 10% percentile level for the past year, indicating a low position [1] Shareholder Information - As of June 30, the number of shareholders decreased by 10.95% to 78,400, while the average circulating shares per person increased by 12.29% to 18,252 shares [2] - The top three circulating shareholders include Guotai Zhongxin Livestock Breeding ETF, which increased its holdings by 825,200 shares, and Southern Zhongxin 1000 ETF, which increased its holdings by 254,800 shares [2]