中金公司研报指出，温氏股份预告2025年利润50-55亿元，符合市场预期公司2025年归母净利润预告为 50-55亿元，同降40%-46%，主因畜禽价格回落。以预告中值测算，4Q25归母净利润-2.6亿元至+2.5亿 元，4Q25单季度承压主因猪价低迷。猪鸡销售量均创历史新高，成本优势持续深化。公司战略从"规模 增长"转向"质量提升"，锚定"成长、科技、绿色、有担当、高质量"的新温氏定位。同时，公司强化配 套业务、构建产业链生态圈，以联农带农、优化股东回报践行担当，引领养殖业发展新范式。兼顾盈利 预测调整及龙头头均市值中枢，维持目标价25元，对应26/27年32/22倍P/E，47%上行空间。 ...

广东4地入选！ 第八批中国重要 农业文化遗产候 选项目名单公示 _南方+_南方 plus 今天，农业农村 部农村社会事业 促进司发布公 告，按照《农业 农村部办公厅关 于开展第八批中 国重要农业文化 遗产挖掘工作的 通知》（农办社 〔2024〕11号） 要求，经过市县 申报、省级推 荐、专家评议和 司局审核，拟 将"北京大兴沙 地西瓜栽培系 统"等90项传统 农业系统列入第 八批中国重要农 业文化遗产候选 项目名单，现予 以公示。 其中，广东东莞 土沉香栽培与莞 香文化系统、广 东汕尾晨洲蚝养 殖系统、广东连 山梯田系统、广 东化州化橘红种 植系统入选。公 示期五天，自 2026年1月12日 至2026年1月16 日。 7、河北魏县古 梨园 8、山西沁县小 米种植系统 广东清远连山梯田。 候选项目名单 1、北京大兴沙 地西瓜栽培系统 2、北京门头沟 妙峰山玫瑰栽培 系统 3、天津西青沙 窝萝卜种植系统 4、河北赞皇枣 蜂种养系统 5、河北黄骅古 冬枣园 6、河北满城磨 盘柿栽培系统 9、山西大同黄 花种植系统 10、山西高平黄 梨栽培系统 11、山西平定连 翘栽培系统 12、内蒙古兴安 寒地稻作系统 13、内 ...

Core Insights - The article emphasizes the development of a modern agricultural operating system in Guiyang and Gui'an, focusing on the integration of leading enterprises, cooperatives, family farms, and large-scale farming households to drive rural revitalization and increase farmers' income [2][3][5]. Group 1: Leading Enterprises - Leading enterprises are identified as the "locomotive" of modern agricultural development, with successful examples such as the collaboration between a modern ecological breeding area and Wens Foodstuff Group, achieving a chicken survival rate of over 98% and increasing annual income for farmers by over 110,000 yuan [3]. - Gui'an has introduced four leading enterprises, including Wens and Dekang, and aims for a chicken production capacity of 30 million birds and a production value of 1.22 billion yuan by 2024, maintaining the highest output in the province [5]. - The local government is actively supporting the growth of leading enterprises through financial products like "Shuangnong Direct Loan," with 62 enterprises receiving loans totaling 120 million yuan [5]. Group 2: Cooperatives - Cooperatives serve as a crucial link between farmers and markets, with successful models like the cooperative in Wengjing Village, which integrates pig farming and vegetable planting, benefiting local villagers through land transfer and collective dividends [6]. - The government is enhancing cooperative development by providing project support and facilitating access to funding, leading to the establishment of 73 new professional cooperatives by 2025 [7]. Group 3: Family Farms - Family farms are highlighted as key units for specialized operations and income generation, with examples like Zhang Ya's family farm producing 20,000 kg of fruit annually, generating a total output value of 400,000 yuan [8]. - The local government encourages the establishment of family farms by optimizing the business environment, resulting in the addition of 248 new family farms by 2025 [11]. Group 4: Large-scale Farming Households - Large-scale farming households are strengthening the agricultural foundation, with examples of innovative practices in mushroom cultivation and earthworm farming, contributing to local employment and ecological sustainability [12][14]. - Gui'an is promoting the expansion of large-scale farming households, with plans to cultivate 2,265 households by 2025, supported by financial policies and project assistance [14]. Group 5: Future Directions - Guiyang and Gui'an will continue to focus on the collaborative development of leading enterprises, cooperatives, family farms, and large-scale farming households, aiming to create a competitive agricultural ecosystem with a target of "ten chains, hundred parks, billion-level, and ten thousand entities" [15].

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 来源：华泰期货 作者： 薛钧元 参考咨询来源：钢联数据 市场分析 本周生猪价格延续震荡微涨态势，周前期在节日效应结束后价格小幅下滑，周后期逐渐回升，周均价环 比上涨。供应端方面，节后首周价格波动基本符合节前市场预期，规模企业标猪控量出栏以及散户大猪 出栏量偏低，供应缩量是支撑现货走势相对稳中偏强的主要因素。北方地区因前期受疫情影响以及南方 务工人员陆续返乡后带来的消费增量，价格支撑较南方好。南方地区存栏压力偏大格局未变，腌腊消费 渐渐滑入尾声，价格稳定主要受北方地区价格带动。由于价格从12月中下旬开始上涨后维持在相对区 间，养殖亏损幅度收缩，叠加近期市场看涨情绪升温，仔猪补栏需求量在节后呈现回暖，仔猪价格在短 期内出现较大涨幅。集团场出栏均重不高对标猪价格起到了一定的支撑作用，叠加腌腊消费旺季渐行消 退，市场对大猪的需求已过高峰，因此节后标肥价差走缩。受此影响，北方虽仍有二育入场但总量相对 有限，且基本以标准体重生猪为主，二次育肥对猪价的持续拉动相对有限，给予底部支撑。疫情在各地 有零星散发，发展暂未较前期明显扩大。养殖端在下周预计逐步增加出栏 ...

2025 年 12 月养殖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。 证券代码：603717 证券简称：天域生物 公告编号：2026-008 天域生物科技股份有限公司 月份 销售数量（万头） 销售收入（万元） 期末库存量 当月 累计 当月 累计 （万头） 2025 年 1 月 3.94 3.94 6,115.20 6,115.20 17.01 2025 年 2 月 3.12 7.06 4,270.88 10,386.08 15.14 2025 年 3 月 4.16 11.25 7,047.03 17,433.11 14.00 2025 年 4 月 3.51 14.76 5,932.95 23,366.06 13.32 2025 年 5 月 2.48 17.24 4,038.75 27,404.81 14.14 2025 年 6 月 3.18 20.42 3,748.42 31,153.23 14.44 2025 年 7 月 1.72 22.14 2,103.14 33,256.37 16.38 202 ...

证券之星消息，1月9日养殖业板块较上一交易日下跌0.22%，福成股份领跌。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。养殖业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600965 | 福成股份 | 5.77 | -1.70% | 21.10万 | 1.22亿 | | 000735 | 罗牛山 | 8.55 | -1.04% | 63.01万 | 5.41亿 | | 002714 | 牧原股份 | 49.76 | -0.80% | 34.58万 | 17.25亿 | | 002157 | 正邦科技 | 3.27 | -0.61% | 156.83万 | 5.13亿 | | 002234 | 民和股份 | 8.90 | -0.45% | 6.89万 | 6119.44万 | | 002124 | 天邦食品 | 2.76 | -0.36% | 36.38万 | 1.00亿 | | 301116 | 益客食品 | 11. ...

证券之星消息，1月8日养殖业板块较上一交易日下跌0.31%，牧原股份领跌。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。养殖业板块个股涨跌见下表： 从资金流向上来看，当日养殖业板块主力资金净流出2.71亿元，游资资金净流出635.37万元，散户资金净 流入2.77亿元。养殖业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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000048 京基智农 | | 1776.12万 | 7.61% | 85.66万 | 0.37% | -1861.78万 | -7.97% | | 600965 福成股份 | | 966.83万 | 6.78% | -397.55万 | -2.79% | -569.28万 | -3.99% | | 002458 益生股份 | | 596.81万 | 3.89% | -593.03万 | -3.86% | -3.78万 ...

12 月制造业 PMI 继续上行，有色金属价格普遍上涨 ——行业景气观察（0107） 本周景气度改善的方向主要在资源品、消费服务和信息技术领域。上游资源品中， 工业金属价格普遍上涨；中游制造领域，新能源产业链价格多数上涨，12 月重卡 销量三个月滚动同比增幅收窄。信息技术中，存储器价格持续上涨，11 月北美 PCB 出货量与订单量三个月滚动同比增幅扩大。消费服务领域，猪鸡价格上行， 中药材价格上涨。节前备货需求拉动 12 月制造业和非制造业 PMI 均回暖。推荐 景气较高或有改善的有色、化工、电力设备、养殖业、存储器、半导体、非银等。 ❑【本周关注】节前备货需求推动生产回暖，采购和库存均有提升，企业生产经营活 动预期修复，共同支撑制造业和非制造业 PMI 改善。结构上特征主要有：1）节前 备货需求推动生产端延续修复，采购量和生产指数环比上升至荣枯线以上，需求受 出口韧性增长，上游原材料价格上涨和企业备货需求推动，内外需订单均有回升， 价格在宏观流动性宽松、下游需求旺盛、供需紧平衡的驱动下持续景气区间；2） 制造业大类行业中，算力需求旺盛驱动核心硬件价格上涨，高技术制造高位上行， 新兴领域需求景气、企业节前备货 ...

一是资产沉睡之困，价值难以变现。 在广西崇左市天等县宏秀牧业有限公司（以下简称"宏秀牧业"）的牛舍里，记者见到了公司总经理周世 满。他向《金融时报》记者坦言："我们养牛规模越大，资金压力越大。牛养得再好，在传统银行风控 体系里，也只是'会跑的肉'，算不上合格的抵押物。"中国人寿（601628）挂职天等县副县长何振鑫解 释说，肉牛作为活体资产，缺乏标准化的价值评估体系，权属难以清晰界定，一旦转移或死亡，银行将 面临巨大的风险敞口。 "八山一水一分田"，是广西壮族自治区喀斯特地貌的真实写照。过去，广西许多县乡地处云贵高原东南 边缘，石漠化严重、耕地破碎、产业基础薄弱，严重制约乡村发展。而现在，在这样的环境中，金融活 水如涓涓细流，悄然渗透进石山的每道缝隙，唤醒沉睡的乡村资产，激发出令人惊叹的发展活力。 困局： 被"锁住"的乡村资产与产业桎梏 在广西多山的乡村，产业发展长期面临多重困局。 同样的困境也存在于沿海养殖业。防城港市茅岭镇美丽村地处茅尾海茅岭江入海口处，由于处在江海交 汇处，其自然形成的优质咸淡水环境为茅岭鲈鱼的养殖提供了最佳生长环境。村民靠咸淡水养殖鲈鱼、 罗非鱼等为生。然而，这些活体资产在过去却因缺乏 ...

Core Viewpoint - The article discusses the transformation of rural assets in Guangxi, China, through financial innovation and technology, addressing the challenges faced by the agricultural sector and enhancing the connection between finance and rural industries [1][6][12]. Group 1: Challenges in Rural Development - Rural industries in Guangxi face multiple challenges, including dormant assets that are difficult to monetize and a lack of standardized valuation systems for livestock and aquaculture [3][5]. - Natural and market risks significantly impact agricultural production, making it vulnerable to environmental changes and price fluctuations, which complicates traditional financing models [4][5]. - The local sugar industry, despite being a major contributor to national production, struggles with financing issues that hinder its competitiveness and growth [5]. Group 2: Financial Innovations and Solutions - To address these challenges, Guangxi has implemented innovative financial practices, such as issuing property rights certificates for aquaculture, which allows farmers to secure loans based on clearly defined assets [6][7]. - Advanced technologies, like AI facial recognition for livestock, have been introduced to create unique digital identities for animals, facilitating better insurance and financing options [7][12]. - A collaborative financial model has been developed, combining insurance, credit, and government support to provide comprehensive financial services to farmers, resulting in significant loan amounts being disbursed [8][11]. Group 3: Economic Growth and Sustainability - The integration of supply chain finance and the development of specialized credit products have been emphasized to support local agricultural sectors, ensuring timely payments and reducing financing costs for farmers [8][12]. - E-commerce initiatives have been established to enhance the marketing of local agricultural products, providing training for villagers to improve their sales techniques and increase income [9]. - The overall financial ecosystem in Guangxi is evolving towards a more systematic approach, focusing on long-term sustainability and resilience in rural economic development [10][12].