公司种猪产能稳步释放，故2026年1月公司种猪销售数量和销售收入同比大幅增加；受季节性因素影 响，部分客户已于2025年12月前完成引种封群，导致该月基数偏低，故2026年1月公司种猪销售数量和 销售收入环比大幅增加。 公司2026年1月种猪销售数量8752头，销售收入1787.31万元，同比变动分别为797.64%、565.27%，环比 变动分别为161.64%、130.86%。 受供给偏紧影响，公司父母代白羽肉鸡苗价格已连续数月环比上涨；但受年度停孵期影响，2026年1月 公司商品代白羽肉鸡苗销售数量环比减少、销售价格环比回落，对公司商品代白羽肉鸡苗的收入影响较 大，导致公司2026年1月白羽肉鸡苗销售总收入环比下降。 格隆汇2月10日丨益生股份(002458.SZ)公布，公司2026年1月白羽肉鸡苗销售数量4379.94万只，销售收 入1.41亿元，同比变动分别为-19.37%、-2.62%，环比变动分别为-29.06%、-45.52%。益生909小型白羽 肉鸡苗销售数量546.56万只，销售收入677.74万元，同比变动分别为-27.27%、-19.17%,环比变动分别 为-14.79%、-4.29% ...

（一）生猪销售情况 证券代码：600975 证券简称：新五丰 公告编号：2026-006 湖南新五丰股份有限公司 2026 年 1 月生猪业务主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 湖南新五丰股份有限公司（以下简称"公司"或"本公司"）现将 2026 年 1 月主要经营数据公告如下： 一、主要经营数据 2、基于动物疫情对生猪行业的影响持续存在、生猪市场价格波动较大以及 公司养殖节奏变化等因素影响，未来公司生猪销量存在月度波动风险。 3、生猪市场价格变动的风险是整个生猪生产行业的系统风险，对任何一家 生猪生产者来讲都是客观存在的、不可控制的外部风险。 三、其他提示 1、2026 年 1 月公司生猪销售情况 | 主要产品 | 销售量 | 销售量同比增减 | 商品猪销价 | | --- | --- | --- | --- | | | （万头） | （%） | （元/公斤） | | 生猪 | 45.17 | -10.71 | 12.42 | 2、2026 年 1 月，公司销售生猪数量 45.17 万头，其中： ...

智通财经APP讯，新五丰(600975.SH)发布公告，2026年1月，公司销售生猪数量45.17万头，其中：销售 商品猪25.78万头。 ...

新五丰（600975）(600975.SH)发布公告，2026年1月，公司销售生猪数量45.17万头，其中：销售商品猪 25.78万头。 ...

2月9日，克明食品发布公告称，公司控股子公司阿克苏兴疆牧歌食品股份有限公司2026年1月份销售生猪7.25万头，销 量环比下降9.47%，同比增长93.74%；销售收入6800.20万元，销售收入环比增长25.24%，同比增长68.29%。2026年1 月生猪销售数量和收入同比增长,主要系产能释放所致。 （企业公告） ...

Core Viewpoint - The company announced a decrease in pig sales for January 2026, indicating potential challenges in the market due to various factors [1] Group 1: Sales Performance - The company sold 451,700 pigs in January 2026, representing a year-on-year decrease of 10.71% [1] - Among the total sales, 257,800 were commercial pigs, with an average selling price of 12.42 yuan per kilogram [1] Group 2: Market Conditions - The announcement highlighted that the sales data is unaudited and may vary, serving as a reference for investors [1] - Future sales volumes may experience monthly fluctuations due to factors such as animal epidemics, market prices, and breeding schedules [1] - The company noted that changes in pig market prices represent uncontrollable risks within the industry [1]

华统股份2月10日公告，2026年1月份，公司生猪销售数量246,816头（其中仔猪销售0头），环比变 动-0.61%，同比变动14.84%；公司生猪销售收入4.03亿元，环比变动17.64%，同比变动-1.45%。2026年 1月份，商品猪销售均价12.6元/公斤，比2025年12月份上升10.82%。 ...

Core Viewpoint - Minhe Holdings (002234.SZ) reported a significant decline in both the sales volume and revenue of its commodity chick seedlings for January 2026, primarily due to a scheduled incubation halt during this period [1] Group 1: Sales Performance - The company sold 16.2541 million commodity chick seedlings in January 2026, representing a year-on-year decrease of 36.89% and a month-on-month decrease of 45.20% [1] - The sales revenue for January 2026 was 37.2678 million yuan, reflecting a year-on-year decline of 40.55% and a month-on-month decline of 63.81% [1] Group 2: Reasons for Decline - The substantial drop in sales volume and revenue is attributed to the incubation halt in January 2026, which is a regular operational procedure to avoid production issues during the Chinese New Year holiday [1]

Investment Rating - The report maintains an "Outperform" rating for the agricultural sector [4] Core Views - The agricultural sector is expected to experience a cyclical recovery, particularly in the beef and dairy markets, driven by domestic and international demand [3] - The pig farming sector is anticipated to stabilize due to capacity control measures, benefiting leading companies with improved cash flow and cost advantages [3] - Poultry supply is expected to remain stable, with potential for increased cash flow returns for leading enterprises as demand recovers [3] - The feed industry is likely to see enhanced competitive advantages for leading companies due to deeper industrialization and specialization [3] - The pet industry is identified as a growth sector benefiting from demographic trends [3] Summary by Sections Livestock - Beef prices are expected to continue rising, with the average price for fattened bulls at 25.20 CNY/kg, stable week-on-week and up 8.15% year-on-year [2] - Dairy cow depopulation is likely to accelerate, with raw milk prices expected to reach a turning point in 2026 [2] - The pig price on February 6, 2026, was 12.05 CNY/kg, down 1.31% week-on-week and down 20.67% year-on-year [13] Poultry - Chicken supply has slightly increased, with a focus on seasonal consumption recovery [13] - Egg prices in major production areas were 3.44 CNY/jin, up 6.83% week-on-week and up 19.44% year-on-year [13] Feed - Soybean meal prices are at historical lows, with potential catalysts from weather or trade factors [2] - Corn prices are expected to maintain a stable upward trend, with a current price of 2331 CNY/ton, down 0.09% week-on-week but up 8.52% year-on-year [2] Key Companies and Investment Recommendations - Recommended livestock companies include YouRan MuYe and Modern MuYe [3] - Recommended pig farming companies include HuaTong Co., DeKang Agriculture, and MuYuan Co. [3] - Recommended poultry companies include LiHua Co. and YiSheng Co. [3] - Recommended feed company is HaiDa Group [3] - Recommended pet company is GuaiBao Pet [3]

期货方面，昨日收盘生猪 2605合约11565元/吨，较前交易日变动-60.00元/吨，幅度-0.52%。现货方面，河南地区 外三元生猪价格12.47元/公斤，较前交易日变动-0.06元/公斤，现货基差 LH05+905，较前交易日变动-190；江苏地 区外三元生猪价格 12.43元/公斤，较前交易日变动+0.04元/公斤，现货基差LH05+865，较前交易日变动-60；四川 地区外三元生猪价格10.87元/公斤，较前交易日变动-0.25元/公斤，现货基差LH05+-695，较前交易日变动-590。 据农业农村部监测，2月9日"农产品批发价格200指数"为129.51，比上周五下降0.25个点，"菜篮子"产品批发价格指 数为132.33，比上周五下降0.29个点。全国农产品批发市场猪肉平均价格为18.34元/公斤，与上周五持平；牛肉66.08 元/公斤，比上周五下降0.6%；羊肉64.51元/公斤，比上周五上升0.1%；鸡蛋8.39元/公斤，比上周五下降1.4%；白 条鸡17.18元/公斤，比上周五下降1.3%。 市场分析 周初生猪价格延续周末偏弱震荡走势，全国各区域价格以震荡下行为主，其中北方地区均价跌幅相 ...