农产品日报 | 2025-12-09 需求有所回升，猪价震荡运行 生猪观点 市场要闻与重要数据 期货方面，昨日收盘生猪 2603合约11385元/吨，较前交易日变动+0.00元/吨，幅度+0.00%。现货方面，河南地区 外三元生猪价格11.30元/公斤，较前交易日变动-0.07元/公斤，现货基差 LH03-85，较前交易日变动-90；江苏地区 外三元生猪价格 11.40元/公斤，较前交易日变动+0.01元/公斤，现货基差LH03+15，较前交易日变动+20；四川地 区外三元生猪价格11.46元/公斤，较前交易日变动+0.11元/公斤，现货基差LH03+75，较前交易日变动+230。 据农业农村部监测，12月8日"农产品批发价格200指数"为129.26，比上周五上升0.48个点，"菜篮子"产品批发价格 指数为131.98，比上周五上升0.57个点。全国农产品批发市场猪肉平均价格为17.66元/公斤，比上周五下降0.1%； 牛肉66.03元/公斤，比上周五下降0.3%；羊肉62.71元/公斤，比上周五下降0.8%；鸡蛋7.32元/公斤，比上周五下降 1.6%；白条鸡17.26元/公斤，比上周五下降1.3%。 市 ...

2025 年 12 月 9 日 商 品 研 究 | | 生猪：基差逻辑回归 | | | --- | --- | --- | | 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 | | 比 同 | | | --- | --- | --- | --- | --- | --- | --- | | 价 格 | 河南现货 | 元/吨 | 11380 | | -150 | | | | 四川现货 | 元/吨 | 11500 | | 200 | | | | 广东现货 | 元/吨 | 12160 | | 200 | | | 期 货 | | 单 位 | 价 格 | | 同 比 | | | | 生猪2601 | 元/吨 | 11575 | | 190 | | | | 生猪2603 | 元/吨 | 11385 | | 300 | | | | 生猪2605 | 元/吨 | 11955 | | 150 | | | | ...

2025年1-11月，公司累计销售生猪211.13万头(其中仔猪30.93万头)，累计销售收入34.64亿元。 京基智农（000048）(000048.SZ)披露2025年11月生猪销售情况，2025年11月，公司销售生猪20.23万头 (其中仔猪1.88万头)，销售收入3.01亿元;商品猪销售均价12.44元/kg。 ...

智通财经APP讯，京基智农(000048.SZ)披露2025年11月生猪销售情况，2025年11月，公司销售生猪 20.23万头(其中仔猪1.88万头)，销售收入3.01亿元;商品猪销售均价12.44元/kg。 2025年1-11月，公司累计销售生猪211.13万头(其中仔猪30.93万头)，累计销售收入34.64亿元。 ...

(本文来自第一财经) 京基智农公告，2025年11月，公司销售生猪20.23万头（其中仔猪1.88万头），销售收入3.01亿元；商品 猪销售均价12.44元/kg。1-11月，公司累计销售生猪211.13万头（其中仔猪30.93万头），累计销售收入 34.64亿元。 ...

格隆汇12月8日丨京基智农(000048.SZ)公布，2025年11月，公司销售生猪20.23万头（其中仔猪1.88万 头），销售收入3.01亿元；商品猪销售均价12.44元/kg。2025年1-11月，公司累计销售生猪211.13万头 （其中仔猪30.93万头），累计销售收入34.64亿元。 ...

Group 1 - Midea Group has completed its share repurchase plan, with a total amount reaching the upper limit of 10 billion yuan, repurchasing 135 million shares, accounting for 1.76% of the total share capital [1] - Mu Xi Co., Ltd. announced the results of its online issuance, with a total of 19,331 winning numbers, each allowing the subscription of 500 shares [2] - ST Yishite plans to transfer 418 million shares, representing 17.93% of the total share capital, to Hubei Jingjiang Industrial Investment Group, making it the controlling shareholder [4] Group 2 - China Merchants Heavy Industry plans to invest 258 million yuan in Shenshan Port Investment Company, acquiring a 20% stake [5] - Snowman Group's metal plate fuel cell stack project has passed final acceptance, establishing a solid technical foundation for mass production [6] - Honghua Digital Technology intends to acquire 49% of Shandong Yingkejie for 105 million yuan, making it a wholly-owned subsidiary [7] Group 3 - Tianfu Communication is planning to issue H-shares on the Hong Kong Stock Exchange, with details yet to be finalized [9] - Tianqi Lithium intends to apply for designated delivery warehouse qualifications for lithium hydroxide at the Guangzhou Futures Exchange [10] - Puran Co., Ltd. plans to acquire 49% of Noah Changtian's equity, which will become a wholly-owned subsidiary [11] Group 4 - Aerospace Rainbow is establishing a weather modification technology company with Zhongtian Rocket, with a total investment of 50 million yuan [12] - Yifan Pharmaceutical's products have been included in the 2025 National Medical Insurance Directory, enhancing its market position [13] - Weidi Co., Ltd. plans to acquire controlling stakes in Jiangsu Jiuxing Precision Technology [14] Group 5 - Agricultural Bank announced a cash dividend distribution of approximately 41.823 billion yuan for the first half of 2025 [20] - Cambridge Technology plans to increase capital by 100 million USD in its US subsidiary to expand production capacity [21] - Hunan Silver plans to conduct annual maintenance from December 9, 2025, to January 5, 2026 [22] Group 6 - Kemin Foods reported a 110.77% year-on-year increase in sales revenue from pig sales in November 2025 [23] - Yisheng Co., Ltd. reported a 28.43% year-on-year decrease in sales revenue from white feather broiler chicks in November 2025 [24] - New Tian Green Energy achieved a cumulative power generation of 13.3689 million MWh in the first 11 months of 2025, a year-on-year increase of 8.04% [25] Group 7 - Ankai Bus reported a 57.71% year-on-year increase in cumulative sales in the first 11 months of 2025 [27] - Daqin Railway completed a cargo transportation volume of 37.22 million tons in November 2025, a year-on-year increase of 1.75% [28] - Zhongtong Bus reported a 39.53% year-on-year increase in sales volume in November 2025 [29] Group 8 - Ringxu Electronics reported a 1.97% year-on-year decrease in consolidated operating revenue for the first 11 months of 2025 [31] - Xiangpiaopiao's major shareholder plans to reduce holdings by no more than 0.1% of the company's shares [32] - Zhongzi Technology's shareholder plans to reduce holdings by no more than 3% of the company's shares [33] Group 9 - Goldwind Technology's subsidiary reduced its holdings in Jinli Permanent Magnet, expecting an investment income of approximately 215 million yuan [34] - Hailun Zhe plans to repurchase shares worth 50 million to 100 million yuan [35] - Wentai Technology's major shareholder plans to reduce holdings by no more than 3% of the company's shares [37] Group 10 - Licheng Group signed a procurement agreement with Weijing Intelligent for humanoid robot components, with an estimated contract value of approximately 75 million yuan [40] - Jieshun Technology won the underground parking lot operation management project, expected to generate over 70 million yuan in revenue [42] - Jifutong is a candidate for the China Mobile procurement project, with expected amounts of 411 million yuan and 162 million yuan [43]

（编辑 袁冠琳） 证券日报网讯 12月8日，牧原股份在互动平台回答投资者提问时表示，在采购端，公司通过与国内外主 要粮商达成业务合作关系，积极多渠道扩充粮源，保障原粮稳定供应，同时做好质量检测与管理，保证 产品质量符合标准和要求；在配方端，公司根据粮食市场行情变化趋势及时调整配方，进行不同品种间 的原料置换，在满足猪群营养需求的前提下降低饲料成本。 ...

2025年1—11月，公司累计销售生猪50.9万头，较去年同期增长62.01%；累计销售收入4.98亿元，较去 年同期增长31.37%。 北京商报讯（记者 郭秀娟 王悦彤） 12月8日，克明食品发布公告称，控股子公司阿克苏兴疆牧歌食品 股份有限公司（以下简称"兴疆牧歌"）2025年11月份销售生猪5.16万头，销量环比增长26.17%，同比增 长710.84%；销售收入3055.98万元，销售收入环比下降15.22%，同比增长110.77%。 ...

北京商报讯（记者 郭秀娟 王悦彤） 12月8日，湘佳股份发布公告称，公司2025年11月份销售活禽364.3 万只，销售收入8509.86万元，销售均价10.72元/公斤，环比变动分别为-6.35%、-9.42%、-5.49%，同比 变动分别为-5.39%、3.77%、1.66%。 ...