Market Overview - The feed sector experienced a decline of 1.08% on December 31, with TianKang Biological leading the drop [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] Individual Stock Performance - JinXinNong (002548) saw a significant increase of 9.95%, closing at 6.08, with a trading volume of 816,900 shares and a transaction value of 479 million [1] - TianKang Biological (002100) declined by 3.03%, closing at 7.37, with a trading volume of 337,500 shares and a transaction value of 250 million [2] - Other notable performers include ZhiYang Co. (002696) with a 1.00% increase, and Boen Group (001366) with a 0.91% increase [1] Capital Flow Analysis - The feed sector experienced a net outflow of 75.87 million from institutional investors, while retail investors saw a net inflow of 22.40 million [2] - JinXinNong had a net inflow of 64.54 million from institutional investors, but a net outflow of 36.08 million from retail investors [3] - TianMa Technology (603668) had a net inflow of 11.83 million from institutional investors, while retail investors experienced a net outflow of 13.32 million [3]

Core Viewpoint - The company has successfully completed various inspections and obtained necessary permits for its corn protein processing project, which is expected to enhance production capacity and competitive advantage in the domestic feed enzyme protein sector, positively impacting revenue growth and operational quality [1] Group 1 - The company announced that its "annual production capacity of 100,000 tons of corn protein processing project" has completed fire acceptance, safety simultaneous acceptance, and completion acceptance [1] - The company has obtained pollution discharge permits for the project [1] - The wholly-owned subsidiary, Leiling Meinong, received a "Feed Production License" from the Shandong Provincial Animal Husbandry and Veterinary Bureau [1] Group 2 - The project is expected to expand the company's production scale [1] - The project will strengthen the company's competitive advantage in the domestic feed enzyme protein field [1] - The launch of related products is anticipated to have a positive impact on the company's revenue growth and operational quality [1]

Core Viewpoint - Meino Bio (301156.SZ) has made significant progress in its "annual production of 100,000 tons of corn protein deep processing project" by completing various inspections and obtaining necessary permits, which is expected to enhance its competitive advantage in the domestic feed enzymatic protein sector and positively impact revenue growth and operational quality [1][1][1] Group 1 - The company has completed fire acceptance, safety simultaneous acceptance, and completion acceptance for its corn protein project [1] - The company has obtained a pollution discharge permit, marking a critical milestone for the project [1] - The subsidiary, Leiling Meino, has received a feed production license from the Shandong Provincial Animal Husbandry and Veterinary Bureau [1] Group 2 - The project is expected to expand the company's production scale and strengthen its competitive position in the feed enzymatic protein market [1] - The investment aligns with the company's overall strategic planning and supports long-term high-quality development [1] - The investment does not harm the interests of the company or its shareholders, particularly minority shareholders [1]

Group 1 - The core viewpoint of the article is that Baiyang Co., Ltd. (002696) has confirmed that its feed products are currently sold exclusively in the domestic market, with no involvement in export business [1] - The company’s feed products are popular in regions such as South China, Southwest, Central China, and East China [1] - The appreciation of the Renminbi has not had a direct impact on the company's feed business performance due to the lack of export activities [1]

Group 1 - The core point of the announcement is that the shareholder, Quan Yu, holds 8.9856 million shares, accounting for 6.38% of the company, and plans to reduce its holdings by up to 1.4078 million shares, which is 1% of the total share capital, within three months after the announcement [1] - The reduction will be executed through centralized bidding, starting 15 trading days after the announcement [1] - Key individuals Wang Jihong and Xiao Weiwei will not participate in this reduction plan or the distribution of its proceeds [1]

证券之星消息，12月30日饲料板块较上一交易日上涨1.22%，天康生物领涨。当日上证指数报收于 3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002100 天康生物 | | 4664.44万 | 9.33% | -2073.94万 | -4.15% | -2590.50万 | -5.18% | | 603668 天马科技 | | 1758.29万 | 4.80% | 1781.03万 | 4.87% | -3539.31万 | -9.67% | | 002696 百洋股份 | | 1158.91万 | 19.57% | -392.56万 | -6.63% | -766.35万 | -12.94% | | 002567 | 唐人神 | 580.46万 | 6.29% | -137.55万 | -1.49% | -4 ...

转自：四川省农业农村厅网站 四川省农业农村厅 各市（州）农业（农牧）农村局： 五、加强执法监督，本次不合格产品的查处情况，请有关市（州）农业（农牧）农村局以书面报告形式并附处罚决定书复印件，于2026年1月30日前报送我 厅综合执法监督局。 联 系 人：严华 喻赟 电 话：028-85505220 028-85564976 电子邮箱：413880116@qq.com 2．检测报告（分送成都市、德阳市、绵阳市、遂宁市、广元市、眉山市） 四川省农业农村厅 2025年12月26日 现将2025年9—12月全省饲料质量安全监督抽检中检出的不合格产品及其相关情况印发给你们，并就有关事项通知如下： 一、成都唐人神湘大骆驼饲料有限公司生产的乳猪配合饲料IX检出违禁药物；四川省环亚生物科技有限公司生产的畜禽维生素预混合饲料Ⅵ型检出维生素A 含量严重超标，请成都市、遂宁市农业农村局依照《饲料和饲料添加剂管理条例》严肃查处。 二、鑫蕊旺家庭农场使用的肉兔配合饲料一级检出违禁药物，请绵阳市农业农村局组织开展溯源调查，落实监管措施，依法予以处理；眉山市农业农村局要 对该产品标示生产单位眉山市东坡区博特科技饲料有限公司的同种或同类产品 ...

Group 1 - The core viewpoint of the article is that the company Baiyang Co., Ltd. currently sells all of its feed products in the domestic market, with no involvement in export business [2][3] - The company's feed products are popular in various regions of China, including South China, Southwest China, Central China, and East China [2]

格隆汇12月30日丨百洋股份(002696.SZ)在投资者互动平台表示，公司饲料产品目前全部面向国内市场 销售，畅销华南、西南、华中、华东等地区，暂未涉及出口业务，因此人民币升值未对公司饲料业务的 经营业绩产生直接影响。 ...

Core Insights - Tangrenshen's stock price remained unchanged at 0.00% on December 29, with a trading volume of 74.47 million yuan [1] - The company reported a financing net purchase of 6.29 million yuan on the same day, with a total financing and securities balance of 417 million yuan [1] Financing Overview - On December 29, Tangrenshen had a financing purchase of 11.56 million yuan, with a current financing balance of 416 million yuan, accounting for 6.58% of its market capitalization [1] - The financing balance is below the 20th percentile level over the past year, indicating a low level of financing activity [1] Securities Lending Overview - On December 29, there were no shares repaid or sold in the securities lending market, with a remaining quantity of 228,200 shares and a balance of 1.0064 million yuan, also below the 10th percentile level over the past year [1] Company Profile - Tangrenshen Group Co., Ltd. is located in Zhuzhou City, Hunan Province, and was established on September 11, 1992, with its stock listed on March 25, 2011 [1] - The company's main business includes feed, breeding, and meat processing, with revenue contributions of 60.26% from feed products, 34.10% from pigs and poultry, 5.58% from meat products, and 0.06% from animal health products [1] Financial Performance - As of September 30, 2025, Tangrenshen reported a revenue of 18.586 billion yuan, a year-on-year increase of 8.87%, but a net profit attributable to shareholders of -365 million yuan, a decrease of 243.80% year-on-year [2] - The company has distributed a total of 972 million yuan in dividends since its A-share listing, with 50.91 million yuan distributed over the past three years [2] Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 6.04% to 73,700, while the average circulating shares per person increased by 6.43% to 19,426 shares [2] - The top ten circulating shareholders include significant institutional investors, with notable changes in holdings among various ETFs and mutual funds [2]