南财智讯1月30日电，傲农生物发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 9000万元—13500万元，同比预减76.70%—84.47%；预计2025年全年归属于上市公司股东的扣除非经常 性损益的净利润为-45000万元—-40000万元，同比减亏62.58%—66.74%。2025年年度业绩变动的主要原 因如下：1、公司通过破产重整，债务规模大幅下降，利息支出同比大幅下降；已将部分闲置资产剥 离，保留规模猪场正有序复产，母猪存栏快速恢复，生产成绩同比显著提升，养猪、饲料、屠宰食品等 主要业务均实现了业务恢复与重塑，夯实了经营基础，扣除非经常性损益后实现大幅度减亏。2、本年 度为公司重整后第一年，部分资产仍未恢复运营，待复产猪场和饲料厂折旧、摊销约8000万元。3、本 年度计提往来坏账准备、资产减值等相关损失约2亿元。4、本年度债务重组收益相比2024年大幅度下 降。 ...

每经AI快讯，1月30日，正邦科技（002157）(002157.SZ)公告称，预计2025年归属于上市公司股东的净 利润为亏损4.70亿元至6.00亿元，上年同期盈利21,640.21万元，同比转亏。报告期内，随着公司业务逐 步恢复，生猪业务出栏规模实现大幅提升，公司生猪出栏853.69万头，较上年同期增长105.87%，生猪 销售收入84.79亿元，单头销售价格993.17元，较上年同期下降约290元/头。 ...

傲农生物公告称，公司2025 - 2026年度相关担保额度已获批。2026年为产业链合作伙伴担保不超3亿 元，为不同资产负债率子公司提供不同额度担保。截至2025年12月31日，公司及下属子公司为产业链合 作伙伴担保余额9776.50万元；相互担保方面，对不同子公司担保余额有别，如对资产负债率低于70% 子公司担保余额22718.91万元。累计对外担保余额7.17亿元，占最近一期经审计净资产27.93%，存在部 分逾期金额。 ...

正邦科技公告称，2025年预计归属于上市公司股东的净利润亏损4.7亿元–6亿元，较上年同期盈利2.16亿 元下降317.19%–377.26%；扣非后净利润亏损5亿元–6.3亿元，较上年同期亏损3.33亿元下降50.35%– 89.44%。业绩下降主因国内生猪市场价格波动，公司出栏853.69万头，较上年同期增长105.87%，生猪 销售收入84.79亿元，但单头售价下降。此外，公司还对相关资产计提减值准备。 ...

中新网内蒙古新闻1月30日电 （李爱平 王枫 李笑）近日，鄂尔多斯市牛羊布病综合防控技术成功入选 2026年内蒙古农牧业主推技术，与此同时，全市自治区级动物疫病净化场数量增至16家，技术创新+示 范创建双轮驱动，不仅为畜牧业高质量发展保驾护航，更给农牧民的安心养殖吃下"定心丸"！ 走进鄂托克前旗自治区级种羊布病净化场，展示大厅里的"全生命周期档案管理"系统让人眼前一亮。作 为全旗首个获此认证的养殖主体，这里的种羊从出生到出栏，每一项数据都全程可追溯，真正实现 了"源头可控、风险可防"。 "我们坚持非免疫净化，就是要养好健康种羊！"内蒙古亿乘畜牧业有限责任公司总经理乌力吉毕力格底 气十足，"接下来不仅要稳住净化成果，还要把技术和经验分享给周边农牧民，让大家都能养好羊、多 挣钱。"鄂托克前旗农牧和水利局动物疫病预防控制中心主任浩日乐也表示："严格遵循净化标准筑牢生 物安全防线，达标只是新起点，我们还要持续推进全域防控提质。" 从单个净化场的"单点突破"，到全市畜牧业的"全域提质"，鄂尔多斯的防控成效离不开技术创新与政策 支持。依托自治区、市级重大科技项目，当地引进5种防控疫苗，在6个旗区广泛推广，让科学防控技术 ...

| 全球發售的發售股份數目 : 273.951,400股H股(視乎超额配股權行 | | | --- | --- | | 使與否而定) | | | 香港發售股份數目 .. | 27.395.200股H股(可予車新分配) | | 國際發售股份數目 | :246.556.200 股H股(可予重新分配及視 | | 乎超額配股權行使與否而定) | | | 最高發售價 : | 每股H股39.00港元,另加1.0%經紀 | | 佣金、0.0027%香港證監會交易徵 | | | 費、0.00565%香港聯交所交易費及 | | | 0.00015%曾財局交易徵費(須於申請 | | | 時以港元繳足,多繳款項可予退還) | | | 面值 . . | 每股H股人民幣1.00元 | | 股份代號 : 2714 | | | 席保薦人、整體協調人、聯席全球協調人、聯席張薄管理人及聯席牽頭經辦人 | | | organ Stanley | Goldman 直成 | | 4 中信证券 根 士 丹 利 | 同 m Sachs | 根据发售方案，公司拟全球发售2.74亿股股份。其中，香港公开发售2739.52万股，国际发售2.47亿股。同时，牧 ...

商务大数据显示，1月19日至25日，全国36个大中城市猪肉零售价格环比上涨0.9%。中部地区猪肉价格 涨幅明显，其中武汉、南昌、长沙分别上涨6.4%、1.4%和1.2%。 ...

农产品日报 | 2026-01-30 市场情绪有所降温，局部区域相对抗跌 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11165元/吨，较前交易日变动-105.00元/吨，幅度-0.93%。现货方面，河南地区 外三元生猪价格12.59元/公斤，较前交易日变动-0.27元/公斤，现货基差 LH03+1425，较前交易日变动-165；江苏 地区外三元生猪价格 12.95元/公斤，较前交易日变动-0.19元/公斤，现货基差LH03+1785，较前交易日变动-85；四 川地区外三元生猪价格12.38元/公斤，较前交易日变动-0.20元/公斤，现货基差LH03+1215，较前交易日变动-95。 据农业农村部监测，1月29日"农产品批发价格200指数"为130.56，比昨天上升0.05个点，"菜篮子"产品批发价格指 数为133.55，比昨天上升0.06个点。全国农产品批发市场猪肉平均价格为18.60元/公斤，比昨天下降0.6%；牛肉66.01 元/公斤，比昨天下降0.2%；羊肉63.50元/公斤，比昨天下降1.0%；鸡蛋8.58元/公斤，比昨天上升0.2%；白条鸡16.68 元/公斤，比昨天下降2. ...

Core Viewpoint - The company is expected to achieve a net profit attributable to shareholders of 313 to 384 million yuan in 2025, representing a year-on-year decline of 44.1% to 54.4%, primarily due to a sharper-than-expected decline in pig prices in Q4, leading to losses in the pig farming business [1] Group 1: Financial Performance - The company anticipates a net profit of approximately -112 million yuan in Q4 2025, indicating a shift from profit to loss year-on-year [1] - The company is projected to sell 3.074 million pigs in 2025, a year-on-year increase of 35.4%, with an estimated average profit of 135 yuan per pig [2] - The average selling price of pigs is expected to be around 13.4 yuan/kg in 2025, down 17.7% from 16.3 yuan/kg in 2024 [2] Group 2: Cost Management - The company is continuously optimizing costs, with the total cost expected to decrease by 1.70 yuan/kg in 2025 compared to 2024 [3] - The target for total cost in 2026 is set at 11.5 yuan/kg, indicating potential for further cost reduction [3] - The company has a strong track record of meeting its cost and output targets, showcasing both growth potential and financial stability [4] Group 3: Profit Forecast and Valuation - Due to the unexpected decline in pig prices, the company has revised its 2025 net profit forecast to 367 million yuan [5] - The estimated net profits for 2026 and 2027 are projected to be 459 million yuan and 2.013 billion yuan, respectively [5] - The company is assigned a target price of 45.91 yuan based on a valuation of 4.36 times price-to-book ratio for 2026 [5]

Group 1 - The article highlights the transformation of traditional farming practices in Inner Mongolia, shifting towards technology-driven, refined agricultural and livestock management, creating new economic opportunities [1] - The "Unified Breeding and Shared Prosperity" model is being implemented, where companies provide feed, technology, and guaranteed purchase prices to herders, resulting in improved meat quality and higher prices for sheep [2] - Smart farming technologies, such as intelligent collars for cattle, are being utilized to monitor health and optimize feeding, leading to increased milk production and enhanced beef quality [2] Group 2 - The establishment of a complete ecological cycle in livestock farming is emphasized, where waste is converted into organic fertilizer, supporting the growth of cash crops and renewable energy production [3] - The integration of various agricultural sectors, such as whiskey production and black donkey farming, demonstrates a model of resource synergy that enhances value across the supply chain [3] - The implementation of "contract farming" in villages stabilizes income for farmers by securing buyers before planting, significantly reducing market risks [4][5] Group 3 - The development of a comprehensive agricultural service system by village cooperatives enhances efficiency and supports collective economic growth, benefiting local public welfare [5] - The successful transition to high-value crops, such as chili peppers, showcases the potential for increased profitability through modern agricultural practices [6] - Economic indicators reveal that the primary industry in Ordos City achieved a value of 5.24 billion yuan, with a year-on-year growth of 5.5%, and the per capita disposable income for rural residents is projected to reach 30,478 yuan, growing by 5.8% [6][7] Group 4 - The article concludes with a vision of a sustainable and prosperous future for farmers, characterized by improved living conditions and a harmonious relationship between ecological health and economic development [7]