新希望公告，公司于近日收到深圳证券交易所出具的《关于新希望六和股份有限公司申请向特定对象发 行股票的审核中心意见告知函》，深交所发行上市审核机构对公司向特定对象发行股票的申请文件进行 了审核，认为公司符合发行条件、上市条件和信息披露要求，后续深交所将按规定报中国证券监督管理 委员会履行相关注册程序。 ...

经济观察网播恩集团（001366）近7天股价呈现波动上涨后回调的态势。截至2月12日最新收盘价为 14.87元，较2月5日开盘价累计上涨2.84%，但单日下跌0.93%。其中，2月9日股价表现突出，单日涨幅 达3.29%，成交额7959.01万元，换手率9.49%，显示短期交易活跃。资金流向方面，2月6日主力净流出 113.05万元，但小单资金持续流入，反映市场分歧。整体来看，近7天股价振幅达7.47%。 财报分析 公司2025年度业绩预告显示，预计净利润亏损1400万元至2000万元，较2024年亏损有所收窄，同比改善 幅度达30.35%至51.24%。亏损收窄主要源于营业收入预计同比增长30%-40%，但新工厂产能爬坡、客 户结构转向赊销模式导致应收账款增加等因素拖累利润。2025年三季报已显示营收9.76亿元，净亏损 996.11万元，第三季度单季实现盈利467.92万元，同比大幅增长144.55%。 以上内容基于公开资料整理，不构成投资建议。 近期事件 公司于2026年2月6日召开第一次临时股东大会，可能涉及经营决策事项，但具体议程未公开披露。此 外，股东户数变化引发关注：截至1月31日，股东户数为9 ...

Group 1 - The core viewpoint of the news is that Lude Technology is expected to see a significant increase in its bio-fermented feed sales, projected to grow over 50% year-on-year by 2025, with both production lines at the Bozhou factory operating at high capacity [1] - The company has signed a strategic cooperation agreement with Guotou Juliy to deepen collaboration in the research and industrialization of microbial protein and other feed proteins, indicating a positive outlook for the downstream cattle breeding cycle [1] Group 2 - In the recent stock performance, Lude Technology's share price increased from 19.14 yuan to 19.70 yuan over a 7-day period, reflecting a cumulative increase of 2.93% with a price fluctuation of 5.34% [2] - The capital flow indicates a net outflow of 251.48 million yuan on February 9 and a further net outflow of 180.10 million yuan on February 11, with the financing balance as of February 11 standing at 9632.73 million yuan, suggesting stable trading activity but a trend of net capital outflow [2]

Report Industry Investment Rating No relevant content provided. Core Viewpoints - The report analyzes the market trends of various agricultural products including soybean oil, rapeseed oil, palm oil, soybeans, soybean meal, rapeseed meal, corn, corn starch, soybeans, live pigs, and eggs, and provides corresponding operation suggestions based on supply - demand fundamentals, policy expectations, and price trends [3][4][5]. - For most products, it is recommended to consider the market situation before and after the Spring Festival, such as waiting for opportunities to go long after the festival for some products, and adopting a wait - and - see or short - term operation strategy before the festival [3][4][5]. Summary by Directory Part I: Sector Strategy Recommendations 1. Market Judgment | Sector | Variety | Market Logic | Support Level | Resistance Level | Market Outlook | Reference Strategy | | --- | --- | --- | --- | --- | --- | --- | | Oilseeds | Soybean No.1 05 | Pre - holiday stocking is ending, and the market is expected to improve after the holiday. Domestic soybean supply is sufficient. | 4300 - 4310 | 4550 - 4600 | Oscillate strongly | Lightly go long | | | Soybean No.2 05 | Pre - holiday stocking is over. The US soybean market is expected to improve, driving up the domestic soybean market. | 3400 - 3420 | 3550 - 3580 | Oscillate strongly | Wait and see | | Oils | Soybean oil 05 | The US biodiesel policy is expected to be favorable, and the prices of US soybeans and soybean oil are strong. China's soybean oil inventory is low. | 7950 - 8000 | 8560 - 8600 | Stabilize and oscillate | Go long when stabilizing | | | Rapeseed oil 05 | Limited contradictions before the holiday. | 8800 - 8810 | 9390 - 9400 | Oscillate | Wait and see | | | Palm oil 05 | MPOB report is positive, but February's high - frequency data is weak. Supply - demand is supported in Q1. | 8860 - 8880 | 9370 - 9400 | Oscillate | Look for buying opportunities after the holiday | | Protein | Soybean meal 05 | Supply is sufficient, pre - holiday stocking is basically over. The US soybean price is expected to rise, which may boost domestic soybean prices. | 2650 - 2680 | 2800 - 2830 | Oscillate strongly | Lightly go long in the short - term | | | Rapeseed meal 05 | Limited fundamental drivers, driven up by the protein sector. | 2190 - 2200 | 2340 - 2350 | Oscillate | Wait and see or operate within a range | | Energy and By - products | Corn 05 | Spring Festival supply - demand mismatch provides support. Short - term price may oscillate strongly. | 2240 - 2250 | 2350 - 2380 | Oscillate strongly | Go long on dips | | | Corn starch 03 | Follow the cost of corn and oscillate strongly. | 2450 - 2460 | 2620 - 2640 | Oscillate strongly | Wait and see | | Livestock | Live pigs 03 | Feed prices stop falling and rebound, and the expectation of capacity reduction is strengthened. | 11000 - 11300 | 12500 - 12800 | Find the bottom through oscillation | Lightly go long | | | Eggs 05 | Newly - opened production decreases + consumption peak season expectation. | 3300 - 3400 | 3650 - 3700 | Find the bottom through oscillation | Wait and see | [10] 2. Commodity Arbitrage - For most cross - period and cross - variety arbitrage, it is recommended to wait and see, except for the 3 - 5 spread of corn, where it is recommended to sell short at high prices [11][12]. 3. Basis and Spot - Futures Strategies - The report provides the spot prices, price changes, and basis changes of various varieties in different sectors, including oilseeds, oils, protein, energy and by - products, and livestock [13]. Part II: Key Data Tracking Table 1. Oils and Oilseeds - **Daily Data**: It provides the import cost data of soybeans, rapeseeds, and palm oil from different origins and shipping periods, including CNF prices, import duty - paid prices, and the cost of soybean meal when the crushing margin is zero [15][16]. - **Weekly Data**: It shows the inventory changes and operating rates of various oils and oilseeds, such as the inventory of soybeans, soybean meal, soybean oil, rapeseeds, rapeseed meal, rapeseed oil, palm oil, peanuts, and peanut oil, as well as their operating rates [17][18]. 2. Feed - **Daily Data**: It provides the import cost data of corn from different countries and months, including CNF prices and import duty - paid costs [18]. - **Weekly Data**: It shows the consumption, inventory, operating rate, and sales progress data of corn and corn starch in deep - processing enterprises [19]. 3. Livestock - It provides the daily and weekly data of live pigs and eggs, including spot prices, price changes, and key market indicators such as production costs, profits, slaughter volume, and inventory [19][20][21][23]. Part III: Fundamental Tracking Charts - It includes a series of charts related to the livestock (live pigs and eggs), oils and oilseeds (palm oil, soybean oil, peanuts), and feed (corn, corn starch, rapeseed, soybean meal) sectors to track the market fundamentals [24][25][26][27][28][29][30][31][32][33][34][37][39][40][41][42][45][46][47][48][49][50][51][53][55][56][57][58][59][61][63][64][65][66][68][70][72][73][75][77][79][81][83][88][91][92][93][96][97] Part IV: Options Situation of Feed, Livestock, and Oils - It provides charts related to the options of feed, livestock, and oils, including the historical volatility of various products and the trading volume, open interest, and put - call ratio of corn options [89][92][93][94][96][97] Part V: Warehouse Receipt Situation of Feed, Livestock, and Oils - It provides charts showing the warehouse receipt quantities of various products such as rapeseed meal, rapeseed oil, soybean oil, palm oil, peanuts, corn, corn starch, live pigs, and eggs, as well as the open interest of the live pig and egg indices [98][99][101][103][105][106][107]

（记者 王晓波） 每经AI快讯，新希望2月11日晚间发布公告称，公司第十届第十一次董事会会议于2026年2月11日以通讯 表决方式召开。会议审议了《关于调整向特定对象发行股票募集资金投资项目经济效益测算的议案》等 文件。 每经头条（nbdtoutiao）——男子街头逃亡、剑客山间打斗……电影级中国视频大模型被称"地表最 强"，几十个提示字生成15秒视频可商业交付，影视股大涨！记者亲测 ...

新希望公告称，公司于2025年1月9日收到深交所出具的向特定对象发行股票审核问询函。公司会同中介 机构对问题进行回复，并更新募集说明书等申请文件，相关内容于2025年2月15日在巨潮资讯网披露。 之后，按深交所进一步审核意见，公司对回复补充修订，同步更新申请文件，同日披露修订稿。本次发 行尚需通过深交所审核并获中国证监会同意注册，结果及时间不确定，公司将及时披露进展。 ...

势而上，谱写奋 进史诗。依托技 术创新，穗风动 物营养星火燎 原，从本土走向 世界。浪潮之 中，广州市饲料 行业协会激荡四 十年，成为行业 发展标杆。为总 结协会及广州饲 料行业发展成 果，洞察行业走 势，南方农村报 推出"穗风·不 惑"系列报道。 以协会为镜，观 行业之变；以广 州为窗，察饲界 之势。敬请垂 注。 "展望十五五， 新材料与生物合 成技术成为饲料 行业的新蓝海， 未来将取得更大 的突破。"广州 市饲料行业协会 副会长、广州市 正百生物科技有 限公司（简 称"正百科技"） 董事长陈国寿 说。 陈国寿：新材料 与合成生物为饲 料业蓝海，正百 以颗粒包衣技术 破局替抗┃穗风 不惑_南方+_南 方plus 编者按：四十年 栉风沐雨，羊城 饲界潮涌珠江。 改革开放以来， 广州饲料产业乘 从饲料酸化剂开 发到颗粒包衣技 术领军者，陈国 寿带领正百科技 开辟技术驱动的 突围之路。深耕 颗粒包衣技术十 余年，他以"三 减一增"为核 心，即减损耗、 减用量、减排放 与增加养殖动物 采食量，破解替 抗与增效降本的 行业痛点。可以 预见，饲料业的 未来属于技术壁 垒与创新生态的 构建者。 广州市饲料行业协会副会长、 ...

经济观察网禾丰股份（603609）于2026年2月10日发布公告，披露2026年1月为子公司提供担保情况。截 至2026年1月31日，公司及控股子公司对外担保余额为25.21亿元，占2024年末净资产的37.66%，无逾期 担保。该担保事项已通过董事会和股东大会审批，旨在支持子公司业务开展，风险可控。 股票近期走势 近7天(2026年2月4日至11日)，禾丰股份股价震荡下行，累计跌幅0.27%，振幅5.84%。2月11日最新收盘 价7.38元，单日跌0.67%，成交金额1985万元。资金面上，当日主力净流入46.24万元，散户资金呈净流 出态势。技术面显示股价处于20日均线(7.36元)附近震荡，布林带压力位7.49元，支撑位7.23元。 财报分析 近7天无最新研报发布。最近机构观点为2025年12月17日国泰海通证券报告，预计2026年公司业绩有望 随行业价格回暖改善。 以上内容基于公开资料整理，不构成投资建议。 近期无新增财报资讯。最新财报为2025年三季报，已于2025年10月31日披露，当期净利润同比下滑 55.34%。2025年全年业绩预告于2026年1月25日发布，预计净利润同比下降79%-86% ...

Group 1 - The chairman of Yuehai Feed, Zheng Shixuan, announced significant improvements in sales and profits over the past year, with plans to enhance standardization, digitization, and AI management in the new year, focusing on the core feed business while expanding into aquaculture and mergers [1] - As of February 11, 2026, Yuehai Feed's stock price was 7.67 yuan, down 0.90% for the day, with a total trading volume of 24.34 million yuan; the stock has seen a cumulative decline of 1.79% over the past five days but has increased by 4.78% year-to-date [2] - For the period from January to September 2025, Yuehai Feed reported a revenue of 4.997 billion yuan, a year-on-year increase of 12.18%, and a net profit attributable to shareholders of 26.198 million yuan, reflecting a significant year-on-year growth of 138.86% [3] Group 2 - The current price-to-earnings ratio (TTM) for Yuehai Feed is 653.58, and the price-to-book ratio is 2.11, indicating a relatively high valuation compared to the recent performance of the feed sector [2] - The company's growth is attributed to its product strategy and cost control measures, which have contributed to the notable improvement in financial performance [3]

2026 年 02 月 09 日 公司点评 买入/维持 天康生物(002100) 目标价: 昨收盘:7.12 天康业绩预告点评：全产业链韧性支撑底部企稳，并购驱动扩张 ◼ 走势比较 (10%) 0% 10% 20% 30% 40% 25/2/10 25/4/23 25/7/4 25/9/14 25/11/25 26/2/5 天康生物 沪深300 ◼ 股票数据 | 总股本/流通(亿股) | 13.65/13.65 | | --- | --- | | 总市值/流通(亿元) | 97.21/97.21 | | 12 个月内最高/最低价 | 8.24/6.07 | | (元) | | 相关研究报告 <<天康生物：生猪业务量增本降，饲 料销量保持增长>>--2025-10-31 <<天康生物中报点评：养殖产业链业 务量增利升，饲料和动保保持平 稳>>--2025-09-13 <<中报点评：生猪养殖降本成效显 著，饲料疫苗后周期动力充足>>-- 2022-08-26 饲料和动保等其他业务运行平稳，全产业链韧性支撑底部企稳。2025 年公司饲料业务销量较上年同期略有增长；兽用生物制品业务营收较上年 同期略有下滑，主要受行业 ...