今日，泡泡玛特（09992.HK）盘中股价一度达到253港元，再度刷新历史纪录，截至收盘，其股价仍上涨2.45%。 值得一提的是，随着泡泡玛特的火爆发展，其创始人王宁身家水涨船高。据6月8日上午福布斯实时富豪榜数据，王宁目前身家为203亿美元，折合人 民币约1467亿元。与此同时，河南另一商业巨头——牧原股份(002714.SZ)创始人秦英林身家为163亿美元。以此数据为参照，王宁成功取代秦英林， 成为河南新一任首富。 | | Wang Ning & | | | --- | --- | --- | | 104 | family | $20.3 B 1 $0M 0.00% | | | Toys | | | 147 | Qin Yinglin | $16.3 B | | | Pig breeding | + $0M 0.00% | 近期泡泡玛特旗下Labubu爆火，一娃难求，一些联名或限量款的 Labubu 甚至被卖出了几千上万元的天价。Labubu的爆火，直接带飞了泡泡玛特股 价。 王宁已取代秦英林，成为河南新一任首富 泡泡玛特2024年年报显示，王宁持有公司的股权占比为48.72%。按此计算， 王宁持股市值约 ...

Wind数据显示，今日(6月9日)A股共69只个股发生大宗交易，总成交19.62亿元，其中牧原股份、银之 杰、华特气体成交额居前，成交额依次为5.75亿元、1.2亿元、1.04亿元。 成交价方面，共5只股票平价成交，3只股票溢价成交，61只股票折价成交；欣灵电气、宁德时代、多浦 乐溢价率居前，溢价率依次为3.79%、1.26%、0.37%；金马游乐、睿智医药、大宏立折价率居前，折价 率依次为26.57%、24.98%、24.15%。 机构专用席位买入额排名：银之杰(1.2亿元)、广康生化(8199.2万元)、宗申动力(7511万元)、兆威机电 (5288.46万元)、华特气体(4852.93万元)、弘业期货(4383.15万元)、杰瑞股份(3246.15万元)、渤海化学 (2220万元)、大宏立(1804.45万元)、皓元医药(1635.9万元)、博迁新材(1057.66万元)、睿能科技(962.51万 元)、博士眼镜(901.49万元)、彩蝶实业(650.8万元)、深城交(502.88万元)、宝钢股份(463.96万元)、江天 化学(423.64万元)、凯美特气(229.75万元)、恒尚节能(224.64万 ...

证券代码：600975 证券简称：新五丰 公告编号：2025-030 湖南新五丰股份有限公司 2025 年 5 月生猪业务主要经营数据公告 湖南新五丰股份有限公司（以下简称"公司"或"本公司"）现将 2025 年 5 月生猪业务主要经营数据公告如下： 2、上述数据均未经审计，与定期报告披露的数据之间可能存在差异，上述 数据仅作为阶段性数据，供投资者参考。因四舍五入，以上数据可能存在尾差。 3、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。 一、主要经营数据 1、2025 年 5 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 | 38.70 | 25.28 | 14.72 | 2、2025 年 5 月，公司销售生猪数量 38.70 万头，其中：销售商品猪 24.35 万头。 | 月份 | 生猪销量（万头） | | 商品猪销价 | | --- | --- | --- | --- | ...

Core Viewpoint - The company reported significant growth in pig sales and revenue for May 2025, indicating a strong performance in the livestock sector despite a slight decline in average selling price [1] Sales Performance - In May 2025, the company sold 638,600 pigs, representing a month-on-month increase of 4.72% and a year-on-year increase of 158.02% [1] - The sales revenue for May 2025 was 731 million yuan, showing a month-on-month decrease of 0.98% but a year-on-year increase of 146.60% [1] Pricing and Weight Metrics - The average selling price of commercial pigs was 14.4 yuan per kilogram, which is a decrease of 0.29% compared to the previous month [1] - The average weight of pigs sold was 134.87 kilograms per head, reflecting a month-on-month increase of 1.57% [1] Cumulative Sales Data - From January to May 2025, the company sold a total of 2.8961 million pigs, which is a year-on-year increase of 114.26% [1] - The cumulative sales revenue for the same period reached 3.302 billion yuan, marking a year-on-year increase of 132.78% [1]

Group 1 - The core viewpoint indicates that the pig farming industry is experiencing a short-term decline in pig prices due to accelerated weight reduction and increased slaughtering, but this is expected to lead to a price rebound around mid-June 2025 as supply contracts and inventory levels drop [1] - The China Livestock Breeding Index (930707) has shown positive performance with key stocks such as Shennong Group (605296) rising by 4.67%, Wens Foodstuff Group (300498) by 4.64%, and Muyuan Foods (002714) by 4.18% [1] - According to Everbright Securities, the industry capacity cycle has bottomed out, and the current high inventory levels are expected to decline, which may trigger a long-term profit uptrend in the sector after the inventory reduction phase ends [1] Group 2 - The Livestock ETF (159867) has increased by 1.31%, with the latest price reported at 0.62 yuan, reflecting the overall performance of the livestock breeding sector [1] - The China Livestock Breeding Index is designed to track the performance of listed companies involved in livestock feed, veterinary drugs, and livestock farming, with the top ten weighted stocks accounting for 68.9% of the index [2] - The top ten weighted stocks in the index include Haida Group (002311), Muyuan Foods (002714), Wens Foodstuff Group (300498), and others, indicating a concentrated market structure [2]

| | | 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]

点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 截至6月6日，国内天然橡胶期货价格为13695元/吨，周环比-1.05%。供给端，国内外产区受天气影响割胶 受阻，但市场预期降雨后供应将恢复，原料价格出现明显下跌，泰国杯胶价格已低于45铢/公斤，成本支撑 作用减弱。需求端，由于新产能投产较多，而重点需求增量有限，轮胎企业产能利用率不及去年同期。整 体来看，短期宏观情绪改善支撑盘面止跌，但基本面依然在向供强需弱的方向演绎，后续需关注天气变化 及下游需求恢复情况。 风险分析： 畜禽价格不及预期；畜禽疫病大规模爆发；原材料价格大幅波动。 发布日期： 2025-06-08 根据博亚和讯，6月6日全国外三元生猪均价为14.05元/kg，周环比下跌2.90%，15公斤仔猪均价34.51元/公 斤， ...