天眼查App显示，近日，巨星农牧（603477） 发生工商变更，段利锋卸任法定代表人、董事长，由岳良 泉接任，同时多位高管发生变更。乐山巨星农牧股份有限公司成立于2013年12月，注册资本约5.06亿人 民币，经营范围包括种畜禽生产、种畜禽经营、饲料生产、饲料添加剂生产等，由四川巨星企业集团有 限公司、四川和邦投资集团有限公司、贺正刚等共同持股。据媒体报道，此前，该公司公告称，聘任岳 良泉为公司董事长及非独立董事。 ...

格隆汇12月8日丨益生股份(002458.SZ)在投资者互动平台表示，2025年中央一号文件《中共中央国务院 关于进一步深化农村改革扎实推进乡村全面振兴的意见》再次提出，要确保国家粮食安全；农业农村 部、国家卫生健康委、工业和信息化部关于印发《中国食物与营养发展纲要（2025—2030年）》的通 知，把"优化畜禽肉类产销结构，扩大禽肉消费"作为重点任务之一。农业农村部制定了《养殖业节粮行 动实施方案》，力争到2030年，标准化规模养殖方式的每公斤动物产品平均饲料消耗量比2023年减少 0.2公斤以上（降幅达7%以上），白羽肉鸡产业具有节粮节地节水、低碳环保、生产周期短、产出效益 快等优势，是国家大力发展的产业。根据中国畜牧业协会统计，今年1月-10月我国祖代白羽肉种鸡的更 新量同比下降15%，祖代种鸡的更新量将影响7个月以后父母代种鸡苗的供给，14个月以后商品代鸡苗 的供给，公司增加祖代肉种鸡的引种量，有利于保障未来我国白羽肉鸡苗的市场供应。受供给偏紧的影 响，自今年8月份以来，公司的父母代鸡苗价格呈逐月上涨趋势。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司此前多次提到正在推进"雪花肉"项目，但目前外界 对其产品标准、试产规模、商业化路径仍缺乏明确信息。我希望了解真实推进情况，包括： 1. 雪花肉 的产品定义与质量标准是否已经确定？ 2. 研发与试产是否已达到稳定阶段？目前试产量级如何？ 3. 该 项目是否纳入公司提升附加值、推进消费化转型的核心业务？ 4. 公司是否已经规划具体的商业化节点 或发布时间？ 牧原股份（002714.SZ）12月8日在投资者互动平台表示，公司雪花猪肉项目目前仍在研发阶段，未实现 批量稳定生产，相关团队会继续推进该项目。公司会持续对具有优良性状的种猪进行选育，为社会生产 高品质猪肉。 ...

Core Viewpoint - Domestic pig prices in China are experiencing mixed trends, with increases in the Northeast, Southwest, and South regions, while slight declines are observed in the East and North regions [1] Price Trends - On December 8, the expected price increase in the southern region is between 0.1-0.2 yuan per kilogram, while the central region is seeing a general decline of 0.05-0.1 yuan per kilogram [1] - The demand in the southern region is supported by the seasonal increase in demand for cured meats as temperatures drop [1] Regional Analysis - The South region is showing a weak to strong price trend due to increased demand, while the central region is facing limited consumption growth and insufficient rebound in prices due to ongoing conventional pig diseases [1]

Core Viewpoint - The modernization of agriculture and rural areas is essential for China's overall modernization, emphasizing that a strong nation must first have a strong agricultural sector [1]. Group 1: Agricultural Modernization Goals - The "15th Five-Year Plan" emphasizes accelerating agricultural modernization and promoting comprehensive rural revitalization as a top priority for the Party [1][2]. - The plan aims to enhance agricultural production capacity and quality efficiency, focusing on improving the supply guarantee for important agricultural products [3]. Group 2: Enhancing Agricultural Production Capacity - Agricultural production capacity is defined as the stable output achievable under existing infrastructure, technology, and policy support, with a goal of achieving breakthroughs in grain production capacity during the "15th Five-Year Plan" [4]. - Over 1 billion acres of high-standard farmland have been established, with agricultural technology contributing 63.2% to production capacity [4]. Group 3: Addressing Shortcomings in Agriculture - The plan identifies the need to strengthen the agricultural foundation, improve infrastructure, and enhance resilience against natural disasters as critical areas for development [5]. - Strategies include implementing the "store grain in the land and technology" approach and accelerating self-reliance in high-level agricultural technology [5]. Group 4: Quality and Efficiency Improvement - The focus is on not only quantity but also quality, with initiatives to develop high-quality rice and wheat varieties, and to promote diversified food supply systems [7]. - The plan aims to integrate technology, green practices, quality agriculture, and branding to build a modern agricultural industry [7]. Group 5: Rural Living Environment Improvement - The modernization of agriculture is linked to the well-being of millions of farmers, with plans to create quality living spaces in rural areas [8]. - The approach emphasizes local conditions and orderly, categorized development to enhance rural living standards [11]. Group 6: Policy Effectiveness and Financial Support - The "15th Five-Year Plan" proposes enhancing the effectiveness of agricultural support policies to meet farmers' needs and ensure stable grain production [15][16]. - Financial commitments include increasing the proportion of land transfer income for agricultural use and ensuring that agricultural loans are prioritized [17]. Group 7: Precision in Policy Implementation - The plan stresses the importance of precise policy measures to prevent poverty and support low-income populations in rural areas [18]. - It aims to establish a regular mechanism to prevent the return to poverty, focusing on targeted assistance for vulnerable groups [18].

2025 年 12 月 8 日 生猪基本面数据 | 价 格 | | 单 位 | 价 格 | | 比 同 | | | --- | --- | --- | --- | --- | --- | --- | | | 河南现货 | 元/吨 | 11530 | | 200 | | | | 四川现货 | 元/吨 | 11300 | | -100 | | | | 广东现货 | 元/吨 | 11960 | | -200 比 | | | 期 货 | | 单 位 | 价 格 | | 同 | | | | 生猪2601 | 元/吨 | 11385 | | 0 | | | | 生猪2603 | 元/吨 | 11085 | | -105 | | | | 生猪2605 | 元/吨 | 11805 | | -65 | | | | | 单 位 | 成交量 | 较前日 | 持仓量 | 较昨日 | | | 生猪2601 | 手 | 34006 | 5876 | 83340 | -7189 | | | 生猪2603 | 手 | 39268 | 17425 | 148215 | 7706 | | | 生猪2605 | 手 | 14831 | 5050 ...

Core Viewpoint - The modernization of agriculture is fundamentally driven by technological advancement and innovation, with a focus on addressing the "three rural issues" as a priority for the party's work [2][10]. Group 1: Agricultural Modernization Efforts - The provincial government emphasizes the importance of agricultural modernization as a major industry, leveraging agricultural technology as a core support [2][10]. - Advanced technologies such as precision irrigation and intelligent monitoring are widely applied, enhancing agricultural productivity and efficiency [2][6]. Group 2: Technological Innovations - The city of Nanyang is focusing on agricultural technology as a key engine for ensuring stable food supply, with continuous improvements in agricultural technology innovation [5][6]. - The city has selected 55 new crop varieties during the 14th Five-Year Plan, maintaining a good seed coverage rate of over 98% [6]. Group 3: Smart Agriculture Development - The Denzhou Smart Agriculture Center is implementing a digital transformation from experience-based to data-driven farming, establishing a comprehensive monitoring system [7]. - Plans are in place to cover high-standard farmland with agricultural health monitoring devices within three years, aiming for a 60% coverage of intelligent operations for staple crops [7]. Group 4: New Farmers and Modern Techniques - New farmers, characterized by their knowledge and vitality, are increasingly utilizing modern technology to enhance agricultural practices, leading to reduced labor costs and increased yields [8]. - The integration of technology allows for more precise management of resources, resulting in higher net income per acre [8]. Group 5: Addressing Climate Challenges - The need for modern technology applications is emphasized to enhance agricultural resilience against extreme weather conditions, focusing on technological breakthroughs and industry integration [9]. Group 6: Future Agricultural Planning - The city plans to develop a modern agricultural industry by integrating technology, green practices, quality control, and branding, with a focus on high-quality rural industry development [10][11]. - Key initiatives include establishing green organic agricultural zones and promoting the development of six major industries and 19 industrial chains [11].

Core Insights - The report emphasizes the gradual recovery of the industry, with investment opportunities emerging from both supply and demand sides [6][19][20] - The AI application is accelerating, reshaping the global landscape, and presenting new investment avenues [22][24] - The report highlights the importance of maintaining a balanced investment strategy, focusing on high dividend defensive assets and technology growth [12][14] Domestic Market Performance - The Shanghai Composite Index closed at 3,902.81, with a slight increase of 0.70%, while the Shenzhen Component Index rose by 1.08% to 13,147.68 [3] - The average P/E ratios for the Shanghai Composite and ChiNext are 15.93 and 47.79, respectively, indicating a suitable environment for medium to long-term investments [8][10] International Market Performance - The Dow Jones Industrial Average closed at 30,772.79, down by 0.67%, while the S&P 500 and Nasdaq also experienced declines of 0.45% and 0.15% respectively [4] Industry Analysis - The charging and swapping service industry, along with information transmission, software, and IT services, are experiencing rapid growth in electricity consumption [15][16] - The chemical industry is gradually entering a prosperous phase, with profit declines slowing down and demand recovering [19][20] - The food and beverage sector is facing a slowdown in revenue growth, with inventory turnover rates declining, indicating weak consumer demand [25][26] Investment Recommendations - The report suggests maintaining a "stronger than the market" rating for the electricity and public utilities sector, focusing on stable and high dividend-paying companies [18] - In the chemical industry, it recommends attention to integrated leaders like Wanhua Chemical and Baofeng Energy, as well as sectors benefiting from demand recovery [21] - For the AI and technology sectors, the report highlights the importance of domestic alternatives and the growth of computing power, recommending companies like Huada Jiutian and Keda Technology [22][23]

转自：内蒙古日报 本报12月7日讯 （记者 李永桃）记者从自治区价格监测和认定中心获悉：11月份，全区生猪出场价格、 鸡蛋出场价格小幅下降。 （来源：内蒙古日报） 11月份，全区生猪平均出场价格为630.42元/50公斤，环比下降1.59%，较上月收窄7.19个百分点，同比 下降28.12%。受鸡蛋需求淡季影响，11月份，鸡蛋库存处于高位，出场价格延续前期下降走势，全区 每50公斤鸡蛋平均出场价格为307.29元，环比下降8.57%，同比下降35.9%。 专家分析指出，从供应端看12月份生猪供应预计继续增加。12月份鸡蛋市场供应压力将减小，需求有所 走强，预计我区鸡蛋出场价格企稳回升。 ...

回溯上市筹备历程，牧原股份（002714）于今年初正式启动港股发行计划，5月27日首次向港交所递交 上市申请，因未在6个月内完成聆讯，招股书于11月27日自动失效。在招股书失效当日，公司已完成境 外发行上市备案手续，并于次日向港交所更新并递交上市申请。 根据规划，牧原股份拟发行不超过5.46亿股境外上市普通股，募集资金将用于拓展海外市场、加强全产 业链技术研发，并投入育种、智能养殖等核心环节。 加速国际化进度是牧原股份此次港股上市最为核心的任务。此前，牧原股份董秘秦军表示，赴港 IPO"完成发行本身比融资规模更重要"，主要目的是提升全球市场"可信度"。 支撑牧原股份国际化野心的，是其依托"垂直一体化"模式建立的全球规模优势。据弗若斯特沙利文统 计，自2021年起，牧原股份按生猪产能及出栏量计算已稳居全球第一。 不过，此时牧原股份站在港交所门口，正值生猪行业步入新一轮价格下行周期，"全球猪王"牧原股份也 难逃行业周期的影响。财报数据显示，今年前三季度，牧原股份营收1117.9亿元，同比增长15.52%；归 母净利润147.79亿元，同比增长41.01%。其中，受猪价低迷影响，三季度营收353.27亿元，同比下降 ...