格隆汇12月4日｜据中国商报，根据大宗商品分析机构卓创资讯分析师邹莹吉提供的数据，今年11月， 养殖端外购一头仔猪育肥的亏损高达308.65元，自繁自养一头生猪的亏损也达到191.72元。当前，每出 栏一头猪，对于养殖户来说，都意味着实实在在的亏损。 江西养殖散户李勇的经历颇具代表性："养一 头猪亏损近200元，这是行业周期性波动带来的短期压力，也是一场持续的经营挑战。"在全国范围内， 资金实力较弱的中小散户正在被迫退出市场。 需要注意的是，今年春节较晚，市场对"冬至前后的腌腊 需求可能拉动猪价上涨"仍抱有期待。对于猪价未来走势，邹莹吉判断，春节后，由于需求将进入"年内 最低点"。 ...

证券日报网讯 12月3日，罗牛山在互动平台回答投资者提问时表示，公司以生猪产业链发展为核心，不 涉及养牛业务。 （文章来源：证券日报） ...

Core Viewpoint - Decon Agricultural and Animal Husbandry (02419.HK) announced a share buyback on December 3, spending HKD 2.51 million to repurchase 33,800 shares at a price range of HKD 73.55 to 74.60 per share [1] Summary by Category - **Company Actions** - The company executed a buyback of 33,800 shares on December 3, 2023 [1] - The total expenditure for the buyback was HKD 2.51 million [1] - The repurchase price per share ranged from HKD 73.55 to 74.60 [1]

智通财经APP讯，德康农牧(02419)公布，2025年12月3日耗资约251.03万港元回购3.38万股股份。 ...

罗牛山（000735.SZ）12月3日在投资者互动平台表示，公司以生猪产业链发展为核心，不涉及养牛业 务。 （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：董秘，你好，请问贵司是否有养牛的战略规划？目前 国家在大力发展商业航天，请问贵司是否有跨界资本运作？ ...

Core Viewpoint - The update on the supply of grandparent white feather broilers in China is pending from the China Animal Husbandry Association, with a significant decline in imports observed, which may impact future supply and pricing of commercial broiler chicks [1] Industry Summary - As of November, the import volume of grandparent white feather broilers in China is approximately 526,700 sets, representing a year-on-year decrease of over 20% [1] - The reduction in the import volume is expected to affect the supply of commercial broiler chicks 14 months later, indicating potential tightness in the supply of quality commercial broiler chicks by 2026 [1] - The anticipated tight supply of quality commercial broiler chicks is expected to provide strong support for chick prices [1]

农产品日报 | 2025-12-03 出栏维持高位，猪价延续震荡 生猪观点 市场要闻与重要数据 期货方面，昨日收盘生猪 2601合约11455元/吨，较前交易日变动-40.00元/吨，幅度-0.35%。现货方面，河南地区 外三元生猪价格11.23元/公斤，较前交易日变动-0.19元/公斤，现货基差 LH01-225，较前交易日变动-150；江苏地 区外三元生猪价格 11.49元/公斤，较前交易日变动-0.15元/公斤，现货基差LH01+35，较前交易日变动-110；四川 地区外三元生猪价格11.50元/公斤，较前交易日变动+0.00元/公斤，现货基差LH01+45，较前交易日变动+40。 据农业农村部监测，12月2日"农产品批发价格200指数"为127.82，比昨天上升0.29个点，"菜篮子"产品批发价格指 数为130.30，比昨天上升0.34个点。全国农产品批发市场猪肉平均价格为17.59元/公斤，比昨天下降1.2%；牛肉66.88 元/公斤，比昨天上升0.5%；羊肉63.22元/公斤，比昨天下降0.3%；鸡蛋7.44元/公斤，比昨天上升1.5%；白条鸡17.61 元/公斤，比昨天下降1.6%。 市场分析 ...

Core Insights - The average price of pork in China has decreased to 22.86 yuan/kg as of the fourth week of November, marking a 0.7% decline from the previous week and a 19.3% drop year-on-year, indicating a "旺季不旺" (peak season not prosperous) scenario in the market [1] - As of December 3, the average price of external three-yuan live pigs is 11.54 yuan/kg, showing a slight increase of 0.01 yuan/kg, but the upward momentum is weak, with the number of provinces experiencing price increases dropping from 25 to 16 [3][4] - The supply of pigs has reached historical highs, with slaughter volumes from January to October 2025 reaching 32.289 million heads, significantly higher than previous years, which is contributing to the current price trends [6] Price Trends - The average pork price in China is currently 22.86 yuan/kg, down 0.7% week-on-week and 19.3% year-on-year [1] - On December 3, the average price of external three-yuan live pigs was 11.54 yuan/kg, with a recent trend of three consecutive days of price increases, although the daily increase has diminished [3] - The number of provinces with rising prices has decreased, indicating a broader decline in pork prices across the country [3] Supply and Demand Dynamics - The increase in slaughter volume is a significant factor in the current pork price situation, with slaughter numbers for 2025 showing a substantial increase compared to previous years [6] - The concentration of production in the industry is also rising, with more large-scale slaughter enterprises contributing to the supply [6] - The current high supply levels may limit the potential for significant price increases in the near term, leading to a volatile price environment [6]

Core Insights - The event titled "DCE. Industry Action - 'Media + Finance' Empowering High-Quality Development of Animal Husbandry in the Guangdong-Hong Kong-Macao Greater Bay Area (Zhaoqing)" was successfully held in Zhaoqing, focusing on risk management and financial tools for the local animal husbandry industry [1][3]. Group 1: Event Overview - The training event was guided by the Guangdong Provincial Department of Agriculture and the Zhaoqing Municipal People's Government, supported by the Dalian Commodity Exchange, and co-hosted by various financial institutions [1]. - Over 100 representatives from local animal husbandry enterprises participated in discussions centered on futures markets, policy environments, and risk prevention [1]. Group 2: Financial Tools and Strategies - Huatai Futures' agricultural product researcher analyzed the risk management needs of livestock enterprises, discussing the operational logic and practical processes of futures market hedging using commodities like soybean meal and corn [3]. - Innovative financial models such as "Insurance + Futures" were presented by China Insurance and Postal Savings Bank to support agricultural industry development, showcasing successful case studies of financial tools aiding in risk management and stable returns [3]. Group 3: Ongoing Initiatives - Since 2022, Huatai Futures has collaborated with China Insurance to implement the "Farmer Income Guarantee Program" in Zhaoqing, effectively addressing the professional barriers faced by farmers in participating in the futures market [4]. - This model simplifies complex financial derivatives into understandable insurance products, significantly reducing production costs and risk pressures for livestock farmers [4]. - The initiative aims to build a financial safety net for the high-quality development of Zhaoqing's animal husbandry sector, promoting brand building and value enhancement [4].

11月30日，在巴彦淖尔市乌拉特中旗呼勒斯太苏木草原冷季异地舍饲养殖园区，刚结束草场轮牧的 羊群正在现代化机械饲喂圈舍内悠然采食。这里是当地"冷季现代游牧异地舍饲模式"的典型示范地，不 仅配备了装配式棚圈、饲草料供给中心等完善设施，还为牧民提供了集装箱式房车，满足其生活需求， 让冬季养殖不再依赖天然草场。 "我们冬天在园区接羔保羔，夏天再回到自己的草场放牧。园区设施完备，接羔保羔十分便利，购 买饲草料也很方便，比往山里运输成本低得多。而且这样能让草场在冬季得到充分休养，有效缓解草原 压力。"呼勒斯太苏木希博图嘎查牧民斯庆巴特尔说。 这个养殖园区承载着1.2万羊单位的养殖量，守护着50多万亩草场，采用"支部+合作社+牧户"模式 实现集约化运营。61户牧民通过合作社集中代养的方式，在科学化管理中提升养殖效率，同时通过"夏 放牧、冬舍饲"的轮作模式，让草场得以充分休养生息。 "异地舍饲园区已经具备根据草畜平衡原则，以草定畜的条件。这不仅使饲草料调配和牲畜出栏更 加便捷，而且确保了草场载畜量不超标，对牧区恢复草场植被大有裨益，也保障了养殖户的收入。"希 博图嘎查党支部书记刘雄说。 巴彦淖尔市坚持"禁牧不禁养""减畜不 ...