证券日报网讯12月29日，中牧股份（600195）在互动平台回答投资者提问时表示，公司通过定期报告对 外披露股东总数。公司2025年第三季度报告披露，截至报告期末(2025年9月30日)普通股股东总数为 36856户。 ...

证券之星消息，12月29日动物保健板块较上一交易日下跌0.59%，驱动力领跌。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。动物保健板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300871 回盛生物 | | = 608.96万 | 5.89% | 428.50万 | 4.14% | -1037.46万 | -10.03% | | 688526 科前生物 | | 330.55万 | 10.66% | 68.22万 | 2.20% | -398.77万 | -12.86% | | 300119 瑞普生物 | | 88.17万 | 1.07% | 440.41万 | 5.34% | -528.58万 | -6.41% | | 920275 | 驱动力 | 40.83万 | 5.04% | -100.09万 | -12.35% | -30.84万 ...

Investment Rating - Industry Rating: Recommended [4] Core Insights - The pork industry continues to face losses, with a focus on pig farming opportunities. The average price of live pigs is 11.59 CNY/kg, down 0.46% week-on-week. The total breeding sow inventory is 39.9 million heads, down 1.1% month-on-month and 2.1% year-on-year. The industry is experiencing ongoing losses, with self-bred and purchased pig farming losses at 130.11 CNY/head and 162.80 CNY/head respectively. The recent anti-dumping ruling may alleviate domestic pork supply pressure, leading to accelerated capacity reduction [2][12]. Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs has initiated winter crop seed supervision checks to ensure seed safety for the upcoming spring and summer planting. The checks focus on key crops such as corn, rice, soybeans, cotton, and vegetables. The commercialization of genetically modified technology is expected to accelerate, enhancing self-sufficiency rates of key varieties. Recommended stocks include Beidahuang and Suqian Agricultural Development [1][11]. Pig Farming - The average price of live pigs is reported at 11.59 CNY/kg, with a slight decrease of 0.46% from the previous week. The average price for pig futures is 11,469 CNY/ton, reflecting a 1.07% increase. The average weight of pigs post-slaughter is 89.57 kg, with a month-on-month increase of 3.21% in slaughter volume [12][62][65]. Recommended Stocks - For pig farming, recommended stocks include: 1. Livestock sector: Lihua Stock, Muyuan Food, Shuanghui Development, Dekang Agriculture, Jingji Zhino, and Wens Foodstuff 2. Feed sector: Haida Group 3. Animal health sector: Jinhai Biological, Biological Shares, Placo, and Zhongmu Shares [2][12].

Investment Rating - The report maintains an "Overweight" rating for the agriculture, forestry, animal husbandry, and fishery industry [1][42] Core Views - The SW agriculture, forestry, animal husbandry, and fishery industry slightly underperformed the CSI 300 index, with an increase of 1.55% from December 12 to December 25, 2025, lagging behind the index by approximately 0.43 percentage points [11][14] - All sub-sectors recorded positive returns during the same period, with notable increases in agricultural product processing (3.04%), animal health (2.95%), planting (2.28%), fishery (1.56%), breeding (0.81%), and feed (0.29%) [14][15] - The overall price-to-book (PB) ratio for the industry is approximately 2.79 times, indicating a slight recovery in valuation, which remains at a historical low level, around the 62.7 percentile since 2006 [18][24] Industry Important Data - **Pig Farming**: The average price of external three-way cross pigs increased from 11.45 CNY/kg to 11.59 CNY/kg during the reporting period. The cost of corn and soybean meal has slightly decreased, with corn priced at 2338.04 CNY/ton and soybean meal at 3102 CNY/ton as of December 25, 2025 [22][24] - **Profitability**: As of December 26, 2025, the profit for self-bred pigs was -130.11 CNY/head, and for purchased piglets, it was -162.8 CNY/head, showing a reduction in losses compared to the previous two weeks [27] - **Poultry Farming**: The average price of broiler chicks was 3.59 CNY/chick, showing a slight increase, while the average price for white feather broilers was 7.82 CNY/kg, with profitability improving to 0.89 CNY/chick [29][33] Industry Insights - The report emphasizes the potential for a rebound in pig prices as the seasonal consumption peak approaches, with a focus on the high inventory of breeding sows and the opportunities for leading pig farming companies [42][43] - In poultry farming, the report highlights the recovery in white feather broiler prices and the improvement in profitability, suggesting a positive outlook for leading poultry companies [42][43] - The report also notes growth potential in the domestic pet market and the expected increase in export volumes, recommending attention to promising domestic leaders in this sector [42][43]

证券之星消息，12月26日动物保健板块较上一交易日下跌1.01%，生物股份领跌。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。动物保健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) | | --- | --- | --- | --- | --- | --- | | 600195 | 中牧股份 | 8.00 | 0.13% | 9.70万 | 7760.85万 | | 920729 | 永顺生物 | 8.83 | 0.11% | 4509.29 | 398.88万 | | 002141 | 后丰控股 | 3.71 | -0.27% | 15.43万 | 5712.69万 | | 300119 | 瑞普生物 | 19.37 | -0.31% | 2.94万 | 5701.35万 | | 688526 | 科前生物 | 15.62 | -0.38% | 1.90万 | 2965.26万 | | 688098 | 申联生物 | 8.91 | -0.67% | 2.81万 | 2511.39万 | | 603566 ...

（记者 贾运可） 每经AI快讯，中牧股份12月26日晚间发布公告称，公司第九届2025年第十五次董事会临时会议于2025 年12月26日在北京市丰台区总部基地八区公司会议室以现场结合视频的方式召开。会议审议了《关于续 聘天健会计师事务所为公司2025年度财务审计和内部控制审计机构的议案》等文件。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 ...

11月5日，第八届中国国际进口博览会（以下简称进博会）在上海开幕。江西此次组建省交易团和14个交易分团参会，这是江西连续第八年以"全勤生"的 身份，在这场全球经贸盛会上寻找机遇、展示形象。 （来源：中国国际进口博览会） 从初期的意向性采购到如今的多元深度参与，江西与进博会的八年情缘，正是一部内陆省份突破地理局限、迈向开放前沿的生动实录。 从"商品橱窗"到"生态沃土" 全球新品的首发地、前沿技术的首选地、创新服务的首推地……八载春秋，进博会早已从一个高效的"买全球"平台，演进为一块促进"价值共创"的生态沃 土。 自2018年首次举办以来，进博会累计吸引180多个国家、地区和国际组织参加，约2.3万家企业参展，累计展示3000项代表性新产品、新技术、新服务，意 向成交额超5000亿美元。第八届进博会上，全球企业共带来461项新产品、新技术、新服务，其中200多项初步预估为全球首发。数字背后，是进博会在全 球经贸格局中战略地位的升华。 在进博会中国馆，这里集中展示了"十四五"期间，我国全面深化改革、推进高水平对外开放的最新成就。月球科研站沙盘、嫦娥六号月球样品、脑机接口 平台等一批前沿科技集中亮相，其中不少"赣"元 ...

武汉回盛生物科技股份有限公司（证券简称：回盛生物，证券代码：300871）于2025年12月23日发布第 四届董事会第三次会议决议公告，宣布审议通过《关于使用部分闲置募集资金进行现金管理的议案》， 同意公司在确保募集资金使用及正常经营不受影响的前提下，以不超过4000万元闲置募集资金开展现金 管理业务。 本次董事会会议以现场结合通讯方式召开，会议通知已于2025年12月20日通过电子邮件及电话方式送达 全体董事。会议应出席董事5名，实际出席5名（其中1名以通讯方式出席），由董事长张卫元主持，高 级管理人员列席会议。公告显示，本次会议的召集、召开及表决程序符合《公司法》《公司章程》等相 关规定，决议合法有效。 根据公告内容，公司拟使用的闲置募集资金现金管理额度不超过4000万元，该额度将覆盖前次授权额 度，资金可在额度范围内滚动使用，使用期限为自本次董事会审议通过之日起12个月。现金管理到期 后，相关资金需及时归还至募集资金专户。公司强调，此次现金管理不会影响募集资金项目的正常推进 及公司主营业务的开展。 公告同时披露，公司保荐人中信建投证券股份有限公司已对该事项出具无异议核查意见，认为公司使用 闲置募集资金进 ...

证券之星消息，12月23日动物保健板块较上一交易日上涨0.36%，生物股份领涨。当日上证指数报收于 3919.98，上涨0.07%。深证成指报收于13368.99，上涨0.27%。动物保健板块个股涨跌见下表： 从资金流向上来看，当日动物保健板块主力资金净流出2100.59万元，游资资金净流出1797.28万元，散 户资金净流入3897.87万元。动物保健板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

证 券 研 究 报 告 动保行业 11 月跟踪报告 行业研究 动物疫苗及兽药 2025 年 12 月 22 日 华创证券研究所 11 月多数疫苗产品批签发同比继续下滑，兽 推荐（维持） 药原料药价格指数持续弱势 疫苗批签发：11 月多数疫苗产品批签发同比继续下滑 兽药原料药：12 月 VPI 指数连续第 2 个月环比下降 证券分析师：陈鹏 电话：021-20572579 邮箱：chenpeng1@hcyjs.com 执业编号：S0360521080002 行业基本数据 | | | 占比% | | --- | --- | --- | | 股票家数(只) | 7 | 0.00 | | 总市值(亿元) | 537.54 | 0.05 | | 流通市值(亿元) | 512.10 | 0.05 | 相对指数表现 | % | 1M | 6M | 12M | | --- | --- | --- | --- | | 绝对表现 | 6.9% | 37.2% | 41.7% | | 相对表现 | 7.4% | 18.3% | 25.9% | -10% 11% 32% 54% 24/12 25/03 25/05 25/07 25/ ...