经董事会审计委员会审阅及董事会审议，公司拟聘请毕马威华振会计师事务所(特殊普通合伙)担任公司 截至2025年12月31日止年度的核数师，任期至公司2025年年度股东周年会结束为止。 德康农牧(02419)发布公告，公司聘请的截至2025年12月31日止年度的核数师为毕马威会计师事务所， 由其为公司依照国际财务报告准则编制的综合财务报表提供审计及审阅服务。鉴于公司将采用中国企业 会计准则编制财务报表，公司须就截至2025年12月31日止年度变更核数师。 ...

（编辑 楚丽君） 证券日报网讯 1月28日，巨星农牧发布公告称，公司控股股东四川巨星企业集团有限公司（以下简 称"巨星集团"）持有公司股份数量为152，289，646 股，占公司总股本比例为 29.86%；巨星集团及其一 致行动人合计持有公司股份数量为 152，359，646 股，占公司总股本比例为 29.87%。截至本公告披露 日，巨星集团累计质押股份数量为 95，650，000 股，占其持股数量的 62.81%；巨星集团及其一致行动 人累计质押股份数量为 95，650，000 股，占其持股数量的62.78%。 ...

卜蜂集团和富达国际据悉计划作为牧原食品香港上市的投资者。 ...

格隆汇1月28日丨德康农牧(02419.HK)发布公告，2026年1月28日耗资103.7万港元回购1.52万股，回购价 格每股67.45-69.05港元。 ...

智通财经APP讯，德康农牧(02419)发布公告，于2026年1月28日，该公司斥资103.74万港元回购1.52万 股。 ...

（文章来源：证券日报） 证券日报网讯 1月28日，神农集团发布公告称，近日，公司收到天健会计师事务所（特殊普通合伙） （简称"天健所"）《关于变更项目质量复核人员的函》。天健所作为公司2025年度财务报表和内部控制 的审计机构，原指派林国雄先生作为项目质量复核人员。由于林国雄先生退休，为按时完成公司2025年 度审计工作，天健所委派梁志勇先生接替林国雄先生作为项目质量复核人员。本次变更后，为公司提供 2025年度财务报表和内部控制审计的签字注册会计师为高高平先生、周咪咪女士，项目质量复核人员为 梁志勇先生。 ...

广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 图片来源：中央气象台网站 两部门联合发布设施农业和畜牧业雪灾风险预警 中新网1月28日电 据中央气象台网站消息，农业农村部和中国气象局2026年1月28日联合发布设施农业 和畜牧业雪灾风险预警：预计1月29-31日，受中等强度冷空气影响，中东部地区有较大范围降水天气过 程，青藏高原东部、西北地区东部、华北、黄淮西部和南部、江汉、江淮、江南西部等地有小雪或雨夹 雪，其中陕西、山西、河南、湖北、江苏、安徽、湖南等地部分地区有中到大雪，局地暴雪。陕西中部 和东部、山西西南部、河南西部、湖北西北部、江苏南部、安徽南部、湖南北部、江西西北部等地设施 农业和畜牧业雪灾风险较高，河南南阳、驻马店，湖北十堰、襄阳、神农架，安徽马鞍山、芜湖、宣 城，江苏南京、常州、镇江、无锡、苏州，浙江湖州等地雪灾风险高，积雪可能导致农业设施和畜禽圈 舍垮塌，造成损失。 建议：提前加固蔬菜大棚、畜禽圈舍等设施，加盖防寒物，及时清除棚舍积雪；注意调节棚内温度和湿 度，适时增温补光，做好肥水管理。 来源：中国新闻网 编辑：熊思怡 中新经纬版权所有，未经书面授权，任何单位及个人不 ...

央视网消息：据中央气象台网站消息，农业农村部和中国气象局2026年1月28日联合发布设施农业和畜牧业 雪灾风险预警：预计1月29-31日，受中等强度冷空气影响，中东部地区有较大范围降水天气过程，青藏高原 东部、西北地区东部、华北、黄淮西部和南部、江汉、江淮、江南西部等地有小雪或雨夹雪，其中陕西、山 西、河南、湖北、江苏、安徽、湖南等地部分地区有中到大雪，局地暴雪。陕西中部和东部、山西西南部、 河南西部、湖北西北部、江苏南部、安徽南部、湖南北部、江西西北部等地设施农业和畜牧业雪灾风险较 高，河南南阳、驻马店，湖北十堰、襄阳、神农架，安徽马鞍山、芜湖、宣城，江苏南京、常州、镇江、无 锡、苏州，浙江湖州等地雪灾风险高，积雪可能导致农业设施和畜禽圈舍垮塌，造成损失。 建议：提前加固蔬菜大棚、畜禽圈舍等设施，加盖防寒物，及时清除棚舍积雪；注意调节棚内温度和湿度， 适时增温补光，做好肥水管理。 ...

Group 1: Report Industry Investment Rating - The investment strategy for both the pig and egg markets is cautiously bearish [3][5] Group 2: Core Viewpoints of the Report - The pig price is adjusting in a stable and slightly weak manner. The supply of standard pigs has increased, leading to a decline in pig prices. However, the resistance of retail farmers in the northern region has restricted the decline. The strong piglet price may indicate a certain demand for piglet replenishment. The inventory of slaughtering enterprises is still high, and their procurement sentiment is cautious. The subsequent consumption - end Spring Festival stocking is expected to increase, and the marginal changes in the supply - demand game need to be observed [2] - The egg spot price continues to rise slightly. The tight supply in the northern region due to logistics has driven the price up. The pre - holiday stocking demand is still being released, and the overall market sales rhythm is stable. But as more areas start to have holidays, the acceptance of high - priced goods by the terminal is under pressure. The short - term support for egg prices is the pre - holiday stocking sentiment and low inventory levels. The inventory accumulation speed after the holiday may be the key to the post - holiday price adjustment [4] Group 3: Summary by Related Catalogs Pig Market Market News and Important Data - Futures: The closing price of the live pig 2603 contract was 11,285 yuan/ton, a change of - 180 yuan/ton from the previous trading day, a decrease of 1.57%. - Spot: In Henan, the price of external ternary live pigs was 13.12 yuan/kg, a change of - 0.03 yuan/kg from the previous trading day; in Jiangsu, it was 13.22 yuan/kg, a change of - 0.15 yuan/kg; in Sichuan, it was 12.79 yuan/kg, a change of - 0.08 yuan/kg. The spot basis in these areas also changed accordingly [1] - Agricultural product prices: On January 27, the "200 - index of agricultural product wholesale prices" was 130.39, up 0.05 points from the previous day; the "vegetable basket" product wholesale price index was 133.33, up 0.07 points. The average price of pork in the national agricultural product wholesale market was 18.66 yuan/kg, up 0.1%; beef was 66.01 yuan/kg, down 0.3%; mutton was 63.64 yuan/kg, down 0.5%; eggs were 8.51 yuan/kg, up 1.2%; white - striped chickens were 17.25 yuan/kg, up 1.9% [1] Market Analysis - The pig price is adjusting in a stable and slightly weak manner, with the northern region showing better price stability and the southern region having a relatively larger decline. The enthusiasm of breeding enterprises to sell pigs has increased this week, and the month - on - month increase in sales is the largest since New Year's Day. The increase in the supply of standard pigs has led to a decline in pig prices, but the resistance of retail farmers in the northern region has restricted the decline. The strong piglet price after the recent adjustment of pig prices may indicate a certain demand for piglet replenishment. The inventory of slaughtering enterprises is still high, and their procurement sentiment is cautious, and they have a low willingness to significantly increase procurement [2] Strategy - Cautiously bearish [3] Egg Market Market News and Important Data - Futures: The closing price of the egg 2603 contract was 3,047 yuan/500 kg, a change of - 22 yuan from the previous trading day, a decrease of 0.72%. - Spot: In Liaoning, the egg spot price was 3.78 yuan/jin, a change of + 0.11 yuan from the previous trading day; in Shandong, it was 4.10 yuan/jin, a change of + 0.10 yuan; in Hebei, it was 3.62 yuan/jin, a change of + 0.11 yuan. The spot basis in these areas also changed accordingly [3] - Inventory: On January 27, 2026, the national production - link inventory was 0.52 days, a decrease of 0.06 days from the previous day, a decrease of 10.34%. The circulation - link inventory was 0.68 days, unchanged from the previous day [3] Market Analysis - The egg spot price continues to rise slightly, with a slight increase in the mainstream regions across the country. The tight supply in the northern region due to logistics has driven the market sentiment and the price up. The pre - holiday stocking demand at the terminal is still being released, and the overall market sales rhythm is stable. But as more areas start to have holidays, the acceptance of high - priced goods by the terminal is under pressure. The short - term support for egg prices is the pre - holiday stocking sentiment and low inventory levels, and the inventory accumulation speed after the holiday may be the key to the post - holiday price adjustment [4] Strategy - Cautiously bearish [5]

国家生猪大数据生猪合作专题 国家生猪大数据中心 X 西南期货有限公司 生猪2025年四季度数据解读与2026年一季度展 望 一、能繁母猪存栏量（12 月 3961 万头，同比-2.87%） 解读：根据统计局和农业农村部联合发布的全国能繁母猪存栏量 显示，2025 年四季度能繁母猪存栏量呈 "高位下降" 态势，产能 去化节奏加快，受全行业亏损压力及政策强力推动，截至 12 月底， 能繁母猪存栏 3961 万头，同比降减 2.87%。距离正常保有量上限（3900 万头）高出 1.56%，整体降幅略低于此前的市场预期（至 2026 年 1 月前调减 100 万头母猪至 3950 万头左右）。值得注意的是，近年规 模场通过更新原种提升繁育效率，能繁母猪 MSY（每头母猪每年提供 育肥猪出栏数）持续增长，因此就 2025 年四季度能繁母猪存栏量同 比下降 2.6%的变化而言，其对应的 2026 年三季度商品猪出栏量，或 反而出现同比增长（MSY 同比增长幅度高于能繁母猪存栏量的同比降 减幅度）。 展望：短期来看，2026 年一季度能繁母猪存栏或延续环比下滑 趋势，但降减幅度收敛。一方面，当前肥猪与仔猪仍处于亏损区间， ...