证券日报网讯12月18日，东瑞股份（001201）在互动平台回答投资者提问时表示，公司每月会通过巨潮 资讯网披露公司月度销售简报，生猪销售的具体经营数据将在定期报告中披露，敬请关注公司后续发布 的公告。 ...

Group 1 - The company, Dekang Agriculture (02419), announced a share buyback plan, intending to repurchase 17,800 shares at a total cost of HKD 1.2719 million [1] - The buyback price per share is set between HKD 70.60 and HKD 72.12 [1]

新华社郑州12月18日电题："数"养千万猪——解锁牧原股份的"智"变密码 新华社记者林嵬、牛少杰 民以食为天，猪粮安天下。猪肉是我国第一大肉类消费品，我国每年出栏的7亿多头生猪中，约十 分之一来自牧原食品股份有限公司（以下简称"牧原股份"）。 1992年，春风南来。牧原股份创始人秦英林、钱瑛夫妇辞去公职，回到家乡河南省南阳市内乡县马 山口镇，用砖头、水泥搭起第一间猪舍，从22头猪养起，到如今实现生猪年出栏量全球第一。 30多年来，牧原股份始终把"养好猪"当作头等大事，以科技创新的集成应用，回答种猪怎么育、猪 在哪里养、周期如何穿越三大"养猪之问"，带动产业创新生态加快形成。 养猪场究竟藏了多少"黑科技" 在内乡县余关镇大花岭村，一座楼宇塔罐错落、管线道路纵横的园区颇为醒目。 这里是牧原肉食产业综合体，矗立着21栋6层高的楼房猪舍。园区十分安静，没有机器轰鸣，也没 有猪群嘶叫。如果不是现场工作人员介绍，难以想象这里竟然有近百万头猪存栏。 养猪场为何静悄悄，是谁在这里养猪？ 记者走进养猪大楼一探究竟。工作人员介绍，每栋养猪大楼大致分为三个功能区。其中，三层及以 下育肥，四层喂养和照护小猪，五六层为仔猪繁育区，楼层 ...

Group 1 - The Ministry of Commerce announced the imposition of anti-dumping duties on imported pork and pork products from the EU, effective from December 17, 2025, for a period of five years, with rates ranging from 4.9% to 19.8% [2][12][13] - The anti-dumping investigation began on June 17, 2024, with preliminary findings released on September 5, 2025, indicating dumping practices by EU exporters, leading to the requirement for importers to pay a deposit [13][15] - Following the announcement of the final ruling, the market showed limited bullish expectations, and pork prices remained stable, with a noted increase in import costs prior to the ruling [2][6] Group 2 - Domestic pork prices began to rise in late June 2024, influenced by the anti-dumping investigation, with significant price increases observed in various pork products [4][15] - By September 2025, despite rising import costs, domestic pork prices declined, leading to cautious purchasing behavior among downstream customers, with only certain EU pork products experiencing price increases [4][15] - As of December 17, 2025, average prices for imported pork products showed a slight decline, indicating a stable market despite the new duties [5][16] Group 3 - The imposition of anti-dumping duties is expected to significantly reduce EU pork imports in 2026, while domestic pork supply is anticipated to increase, leading to lower prices for domestic products [6][17] - The EU is projected to remain the largest source of pork imports for China, despite a significant decline in import volumes, with estimates suggesting a drop to 780,000 to 850,000 tons for pork and 1.1 to 1.2 million tons for pork by-products in 2026 [8][19] - The market is likely to shift towards sourcing from lower-cost regions such as North and South America, as domestic prices remain competitive [19][20]

农产品日报 | 2025-12-18 临近冬至备货支撑猪价上行 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11435元/吨，较前交易日变动+85.00元/吨，幅度+0.75%。现货方面，河南地区 外三元生猪价格11.81元/公斤，较前交易日变动+0.21元/公斤，现货基差 LH03+375，较前交易日变动+125；江苏 地区外三元生猪价格 11.90元/公斤，较前交易日变动+0.11元/公斤，现货基差LH03+465，较前交易日变动+25；四 川地区外三元生猪价格12.25元/公斤，较前交易日变动+0.00元/公斤，现货基差LH03+815，较前交易日变动-85。 据农业农村部监测，12月17日"农产品批发价格200指数"为130.61，比昨天下降0.11个点，"菜篮子"产品批发价格指 数为133.54，比昨天下降0.12个点。全国农产品批发市场猪肉平均价格为17.43元/公斤，比昨天上升0.2%；牛肉65.97 元/公斤，与昨天持平；羊肉62.92元/公斤，比昨天上升0.4%；鸡蛋7.42元/公斤，比昨天下降0.4%；白条鸡17.82元/ 公斤，比昨天上升0.7%。 市场分析 节前备 ...

交易咨询业务资格：证监许可【2012】1091号 生猪期货早报 2025-12-18 大越期货投资咨询部：王明伟 从业资格证号：F0283029 投资咨询资格证号：Z0010442 联系方式：0575-85226759 1 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 CONTENTS 目 录 1 每日提示 2 近期要闻 3 多空关注 4 基本面数据 5 持仓数据 ✸生猪观点和策略 生猪： 1. 基本面：供应方面，国内大猪出栏逐渐回升，加上近期国内猪瘟有所上升，出栏短期增多压制生猪 价格，预计供给猪、肉双增。需求方面，国内宏观环境预期有所回升，腊肉需求逐渐释放支撑价格 底部，但整体消费仍不乐观。综合来看，预计本周市场或供需双增、猪价短期震荡回落中期或维持 区间震荡格局。关注月中集团场出栏节奏变化、二次育肥市场动态变化情况。中性。 2. 基差：现货全国均价11450元/吨，2603合约基差65元/吨，现货升水期货。中性。 3. 库存：截至9月30日，生猪存栏量43680万头 ...

Core Viewpoint - China has begun issuing longer-term rare earth export licenses, which is a significant development for European companies reliant on these materials for clean energy, electric vehicles, and high-end defense industries [1][3]. Group 1: Rare Earth Export Licenses - Since April, China has approved approximately 70% of related export applications, with the new licenses having a validity of one year [3]. - Over 80% of global rare earth processing capacity, particularly in high-value separation and smelting, is controlled by China, making it difficult for Europe to find alternative sources in the short term [3]. Group 2: EU-China Relations - The current relationship between China and Europe is complex, with ongoing disputes over market access and geopolitical issues, yet both sides are economically interdependent [3]. - China's move to ease rare earth export restrictions is seen as a strategic effort to stabilize relations with Europe and prevent it from fully aligning with the US against China [3][9]. Group 3: EU's Countermeasures - The EU has implemented measures such as a temporary fixed fee on small packages from non-EU countries, aimed at protecting local retail industries from Chinese e-commerce [5]. - The EU's competition enforcement agency has conducted inspections of several Chinese companies, indicating a proactive stance against perceived unfair practices [5]. Group 4: China's Response - China announced anti-dumping duties on EU-origin pork and related products, effective December 17, for a period of five years, targeting a key area of EU agricultural exports [7]. - This action serves as a countermeasure to EU's regulatory moves while maintaining a balance between cooperation and resistance [7]. Group 5: Strategic Implications - The situation highlights the need for Europe to establish a coherent strategy towards China, balancing its long-term interests against short-term ideological impulses [9][11]. - The warning from former German Chancellor Merkel emphasizes the importance of pragmatic engagement with China to avoid marginalization in a multipolar world [11].

Core Viewpoint - Dekang Agriculture (02419) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Summary by Category Company Actions - The company will repurchase 87,300 shares at a total cost of HKD 6.1872 million [1] - The buyback price per share ranges from HKD 70.1 to HKD 72 [1] Financial Implications - The total expenditure for the buyback reflects a strategic investment in the company's own equity, potentially enhancing shareholder value [1]

Core Viewpoint - Dekang Agriculture and Animal Husbandry (02419.HK) announced a share buyback of 87,300 shares at a cost of HKD 6.187 million on December 17 [1] Group 1 - The company spent HKD 6.187 million for the repurchase [1] - A total of 87,300 shares were bought back [1]

截至发稿，*ST天山市值为20亿元。 每经AI快讯，*ST天山（SZ 300313，收盘价：8.18元）12月17日晚间发布公告称，齐贲超先生因个人原 因辞去公司财务副总监（代行财务负责人职责）职务，辞职后不再担任公司任何职务。 2025年1至6月份，*ST天山的营业收入构成为：畜牧业占比54.91%，资产租赁占比45.09%。 （记者 曾健辉） 每经头条（nbdtoutiao）——"太空快递"来了？全国首个民营飞船成功"上天"！背后公司创始人：正积 极开发"中型货运飞船"低成本产品 ...