| | | 下载图片 | | --- | --- | --- | | | | 另存为PDF | | 生猪周报 | 2025-06-09 | | | | 分享 | | | | 作者： | | | 【降重压力下 猪价下跌】 | 史香迎 | | | 【市场动态】 | 生猪分析师 | | | 1、6月6日，生猪注册仓单475手； | | | | 2、涌益咨询样本点5月计划出栏量完成率98.9%，6月计划出栏量环比+1.02%；钢联5月完成率97.89%，6月计划-0.48%；整体看6月 | 期货从业资格：F03086321 | | | 日均出栏压力略微大于5月； | 交易咨询资格：Z0019355 | | | 3、现货下跌背景下，本周主力合约（LH2509）震荡偏弱调整，收盘于13460元/吨，持仓量约7.98万手。 | | | | 【基本面分析】 | 邮箱地址： | | | 1、能繁母猪存栏量看，3-12月生猪供应量有望逐月增加，但幅度有限。仔猪数据看，2025年三四季度生猪出栏量整体震荡增加； | shixy@hrrdqh.com | | | 需求端来看，上半年较下半年相比属需求淡季，下半年属需求旺季； | | ...

红星资本局 6月8日消息， 根据福布斯 实时富豪榜 ，泡泡玛特（09992.HK）创始人王宁目前身家 为203亿美元，牧原股份（002714.SZ）创始人秦英林身家为163亿美元。王宁已取代秦英林，成 为河南新首富。 | | Wang Ning & | $20.3 B | | --- | --- | --- | | 104 | family | ↑ $0M 0.00% | | | Toys | | | 147 | Qin Yinglin | $16.3 B | | | Pig breeding | + $0M 0.00% | ▲ 截图自福布斯实时富豪榜 公开资料显示，泡泡玛特创始人、执行董事长兼CEO王宁，1987年出生于河南新乡，2009年毕业 于郑州西亚斯学院广告专业，2010年创立泡泡玛特。 此前，河南首富为牧原股份的秦英林、钱瑛夫妇。据胡润百富今年3月发布的《2025胡润全球富豪 榜》，秦英林、钱瑛夫妇以1300亿元财富蝉联河南首富。2024年的时候，福布斯富豪榜中泡泡玛特 的 王宁 以个人财富55亿美元排在68位，在河南籍富豪中仅次于牧原股份秦英林。 2025.06. 09 本文字数：527，阅读时 ...

2025 年 6 月 9 日 生猪：降重初启动 | 周小球 | 投资咨询从业资格号：Z0001891 | zhouxiaoqiu@gtht.com | | --- | --- | --- | | 吴昊 | 投资咨询从业资格号：Z0018592 | wuhao8@gtht.com | | 【基本面跟踪】 | | | 生猪基本面数据 | | | 单 位 | 价 格 | | 同 | 比 | | --- | --- | --- | --- | --- | --- | --- | | 价 格 | 河南现货 | 元/吨 | 14000 | | -150 | | | | 四川现货 | 元/吨 | 13850 | | -150 | | | | 广东现货 | 元/吨 | 15140 | | -200 | | | 期 货 | | 单 位 | 价 格 | | 同 | 比 | | | 生猪2507 | 元/吨 | 13090 | | -135 | | | | 生猪2509 | 元/吨 | 13460 | | -25 | | | | 生猪2511 | 元/吨 | 13335 | | -10 | | | | | 单 位 | 成交量 | ...

Core Insights - Wang Ning, the founder of Pop Mart, has become the new richest person in Henan with a net worth of $20.3 billion, surpassing Qin Yinglin of Muyuan Foods, who has a net worth of $16.3 billion [1][4] Company Performance - Pop Mart's stock price has surged by 174% this year, reaching HKD 244.8 per share, with a total market capitalization of HKD 328.75 billion as of June 6 [5] - In 2024, Pop Mart reported revenue of CNY 13.04 billion, a year-on-year increase of 106.9%, and an adjusted net profit of CNY 3.4 billion, up 185.9% [6] - The IP "Labubu" under Pop Mart generated revenue of CNY 3.04 billion, marking a staggering year-on-year growth of 726.6% [7] Market Trends - The popularity of Labubu has led to significant media attention and sales, with some items being resold for over 28,000 yuan, indicating a high demand and market interest [8] - The brand has gained traction globally, with predictions that sales from the "THE MONSTERS" series could reach CNY 14 billion by 2027 [9] Consumer Behavior - The blind box mechanism of Labubu has been identified as a key factor in its success, providing consumers with a sense of excitement and surprise [12] - Labubu appeals to younger consumers by offering emotional value and affordable luxury, fitting into the "lipstick effect" where consumers seek small pleasures during tough times [13] Industry Impact - The success of Labubu has not only boosted Pop Mart's stock price but also highlighted the potential of Chinese original IPs in the global market, challenging the perception that trendy toys are dominated by Western brands [14]

投资建议 行情回顾： 本周（2025.06.02-2025.06.06）农林牧渔（申万）指数收于 2682.22 点(周环比+0.91%)， 沪深 300 指数收于 3873.98 点（周环比+0.88%），深证综指收于 2007.69 点（周环比+1.82%），上证综指收于 3385.36 点（周环比+1.13%），科 创板收于 991.64 点（周环比+1.50%)，农林牧渔行业指数跑赢上证综指。从一级行业涨跌幅来看，本周排名前三的为 通信（周环比+5.27%）、有色金属（周环比+3.74%)、电子（周环比+3.60%），农林牧渔（周环比+0.91%）排名第 20。 生猪养殖： 本周生猪出栏均重为 129.17 公斤/头，同时本周行业冻品库容率环比+0.04%至 16.25%，均重下降速度环比上周有所放 缓，供给持续增加下短期猪价持续调整。根据涌益咨询/钢联数据，5 月份样本企业能繁母猪存栏分 别环比 +0.32%/+0.45%，能繁母猪存栏在盈利背景下依旧小幅提升。目前在政策引导&猪价持续转弱的背景下，预计能繁母猪 存栏后续增长有限，中期或趋势线下，利好中期行业良性发展。当下猪价表现下成本领先的头部养殖 ...

Investment Rating - The report indicates a neutral investment rating for the agricultural sector, with expectations of limited price fluctuations in the near term [76]. Core Insights - The agricultural sector index outperformed the Shanghai Composite Index, with a weekly increase of 0.91% [13][14]. - The report highlights the ongoing adjustments in the pig farming industry, with a focus on the profitability of leading companies amidst fluctuating prices [20][21]. - The poultry sector is experiencing price stabilization despite seasonal demand fluctuations, with potential impacts from avian influenza affecting supply [33][29]. - The dairy and beef sectors are showing signs of recovery, with rising prices for raw milk and beef, indicating a potential upward trend in profitability [37]. - The planting industry is stabilizing, with potential improvements expected if there are significant reductions in grain production due to external factors [44]. Summary by Sections 1. Market Review - The agricultural index closed at 2682.22 points, with a weekly increase of 0.91%, outperforming major indices [13][14]. - The top-performing sectors included telecommunications and non-ferrous metals, while agriculture ranked 20th [14]. 2. Key Data Tracking 2.1 Pig Farming - The average weight of pigs at market was 129.17 kg, with prices showing a slight decline [19][20]. - Leading companies are expected to maintain profitability above 200 CNY per pig in the first half of the year [21]. - The report suggests a cautious outlook for the second half of the year due to supply pressures [21]. 2.2 Poultry Farming - White feather chicken prices decreased to 7.32 CNY/kg, while overall prices remained stable [29][33]. - The report anticipates a recovery in consumer demand as macroeconomic policies adjust [33]. 2.3 Dairy and Beef Industry - Raw milk prices have stabilized at 2.6 CNY/kg, with expectations for further recovery in the second half of 2025 [37]. - The beef market is showing signs of a new cycle, with rising prices for calves and live cattle [37]. 2.4 Planting Industry - Grain prices are experiencing fluctuations due to tariff policies and external uncertainties [44]. - The report emphasizes the importance of increasing grain yields to counteract potential production declines [44]. 2.5 Feed and Aquaculture - Feed prices have stabilized, with slight variations in water product prices [64]. - The report notes that prices for various fish species remain steady, with some increases in shrimp prices [64].

农林牧渔 2025 年 06 月 08 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -36% -24% -12% 0% 12% 24% 2024-06 2024-10 2025-02 农林牧渔 沪深300 相关研究报告 《政策因素或引发猪价波动，头部宠 物食品品牌持续发力 618—行业周 报》-2025.6.2 《二育认价销售致供给增加，期待端 午备货对需求端形成支撑—行业周 报》-2025.5.25 wanggaozhan@kysec.cn 证书编号：S0790123060055 zhubenlun@kysec.cn 证书编号：S0790124060020 周观察：生猪降重或进一步抬升 2025H2 猪价，供给收缩驱动牛价稳步上移 生猪降重加速出栏致短期猪价下行，生猪阶段性供给缺口将至，猪价下行空间 有限。据涌益咨询，截至 2025 年 6 月 6 日，全国生猪均价 14.07 元/公斤，周环 比-0.37 元/公斤，同比-4.38 元/公斤。2025 年 5 月 20-30 日行业销至二育生猪占 实际销量比重降至 1.64%（同比-4.77pct，环比-0.46pct），二育栏舍利用率降至 3 ...

战火肆虐下，本就脆弱的苏丹经济千疮百孔。货币贬值和收入锐减犹如枷锁，勒得苏丹民众喘不过气。 宰牲节之际，记者乘车前往首都喀土穆南部的哈瓦牲畜交易市场采访，目睹不少当地家庭面对节庆囊中 羞涩的苦涩与无奈。 新华社喀土穆6月7日电 中东战地手记｜战火下的苏丹：买羊过节成了一种奢望 新华社记者张猛 法耶兹·扎基 不远处，树枝搭建的遮阳棚下，牲畜贸易商易卜拉欣·穆罕默德·图姆烦躁地挥动鞭子驱赶苍蝇。"今年我 租一辆卡车把羊从北科尔多凡州运到喀土穆要700万（苏丹镑），是战前的整整十倍！"他一鞭子抽在棚 架上，惊得羊群咩咩叫，"以前两天的路，现在得绕一个多星期，不仅要给各个检查站塞钱，还可能有 生命危险——你说这羊能不贵？" 图姆起身抓起一把羊吃的草料，对记者说："就这青草，战前每公斤500苏丹镑，现在涨到4000（苏丹 镑），兽药更是有钱都难买到。"他抱怨经济衰退导致民众购买力不足："市场上牲畜数量远超需求，每 天顾客不到5000人，多数人只是打听价格，根本不会买。" 2023年4月，苏丹突燃战火。持续两年多的武装冲突导致全国约2.97万人丧生，超过1240万人流离失 所，经济遭受重创。国际货币基金组织数据显示，20 ...

Group 1 - The company plans to deregister its Xiangxiang branch to enhance overall strategic planning, optimize resource allocation, and reduce management costs, thereby improving operational efficiency and overall business performance [1][5] - The Xiangxiang branch was established on May 27, 2004, and its business scope included the breeding and sale of fat pigs and breeding pigs, as well as consulting on breeding technology and the sale of feed additives [2] - The board of directors approved the deregistration proposal with a unanimous vote of 7 in favor, 0 against, and 0 abstentions during the 17th meeting of the 6th board on June 6, 2025 [3] Group 2 - The deregistration of the Xiangxiang branch will not affect the company's business development or profitability and will not harm the interests of the company or its shareholders, especially minority shareholders [5] - The deregistration does not involve related transactions and does not constitute a major asset restructuring [4]

2025.06. 06 本文字数：1013，阅读时长大约2分钟 作者 | 第一财经 祝嫣然 国务院日前印发《关于开展第四次全国农业普查的通知》，2026年我国将开展第四次全国农业普 查。 第四次全国农业普查的标准时点为2026年12月31日24时，时期资料为2026年年度资料。此次普查 拟分四个阶段进行：准备阶段（2025年-2026年），现场登记阶段（2027年1-5月），数据处理 及发布阶段（2027年6-12月），资料开发应用阶段（2028年-2029年）。 盛来运强调，第四次全国农业普查涉及范围广、调查对象多、技术要求高、工作难度大。农业普查是 一项重大国情国力调查，需要广大普查对象的支持和配合。普查人员要如实搜集、报送普查资料，不 得伪造、篡改普查资料。普查工作中获得的能够识别或者推断单个普查对象身份的资料，不得对外提 供、泄露，不得用于统计以外的目的。普查工作中知悉的国家秘密、工作秘密、商业秘密、个人隐私 和个人信息，必须严格履行保密义务。 微信编辑 | 雨林 推荐阅读 国务院第四次全国农业普查领导小组办公室主任盛来运表示，此次农业普查将全面摸清新时代我 国"三农"家底，客观反映农业发展新情况、乡 ...