从资金流向上来看，当日动物保健板块主力资金净流出7682.64万元，游资资金净流出3965.3万元，散户 资金净流入1.16亿元。动物保健板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月12日动物保健板块较上一交易日上涨1.82%，生物股份领涨。当日上证指数报收于 3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。动物保健板块个股涨跌见下表： ...

农林牧渔行业 超配（维持） 农林牧渔行业双周报（2025/11/28-2025/12/11） 行 业 生猪价格有所回升 2025 年 12 月 12 日 投资要点： 风险提示：疫病大规模爆发，价格下行，自然灾害，市场竞争加剧等。 证 | | | 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 分析师：魏红梅 SAC 执业证书编号： S0340513040002 电话：0769-22119462 邮箱：whm2@dgzq.com.cn SW农林牧渔行业跑输沪深300指数。2025年11月28日—2025年12月11日， SW农林牧渔行业下跌0.92%，跑输同期沪深300指数约1.73个百分点；细分 板块中，仅动物保健和种植业录得正收益，分别上涨1.96%和1.18%；农产 品加工、饲料、养殖业和渔业均录得负收益，分别下跌1.01%、1.5%、3.03% 和3.76%。估值方面，截至2025年12月11日，SW农林牧渔行业指数整体PB （整体法，最新报告期，剔除负值）约2.75倍，近两周估值有所回落。目 前行业估 ...

农牧渔板块今日（12月12日）逆市拉升！全市场唯一农牧渔ETF（159275）开盘后震荡上行，盘中场内 价格最高涨0.83%，截至发稿，涨0.62%。 成份股方面，动保、生猪养殖、水产等板块部分个股涨幅居前。截至发稿，生物股份大涨超4%，罗牛 山、天康生物双双涨超2%，梅花生物、开创国际、中水渔业等多股跟涨超1%。 | 分时 8日 1分 5分 15分 30分 # | F9 盘前盘后 婴加 九转 阅读 工具 (2 > | 农牧渔ETF | 159275 | 159275(农牧渔ETF) 10:29 价 0.974 深跌 0.006(0.62%) 均价 0.972 成交量 25 | 0.074 | +0.006 +0.62% | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.976 | 10 + | SZSE CNY 10:29:15 交易中 | | | | ...

证券日报网讯 12月11日，瑞普生物在互动平台回答投资者提问时表示，截至2025年12月10日，公司股 东总户数约2.5万户。 （文章来源：证券日报） ...

Group 1 - Zoetis launched its classic pet antibiotic, Synulox, exclusively on JD Health, aiming to enhance the accessibility and standardization of pet infection medications [1] - By the end of 2024, the number of urban dogs and cats in China is expected to exceed 120 million, with annual medical spending by pet owners increasing by 21.3% year-on-year [3] - Over 68% of pet owners prefer original drugs with international clinical validation, indicating a growing concern for the safety, efficacy, and traceability of medications [3] Group 2 - The "Pet Infection Center," co-founded by JD Health and Zoetis, focuses on educating pet owners about infectious diseases, which are among the most common health issues for pets [4] - The center will provide authoritative, convenient, and scientific health solutions, leveraging Zoetis's research and clinical experience alongside JD Health's digital service capabilities [5] - JD Health is committed to building a rational medication ecosystem for pets and promoting scientific pet care concepts, while continuing to collaborate with top global animal health companies [7]

证券之星消息，12月11日动物保健板块较上一交易日下跌0.55%，海利生物领跌。当日上证指数报收于 3873.32，下跌0.7%。深证成指报收于13147.39，下跌1.27%。动物保健板块个股涨跌见下表： 从资金流向上来看，当日动物保健板块主力资金净流出2897.79万元，游资资金净流入351.31万元，散户 资金净流入2546.49万元。动物保健板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

（记者 王晓波） 普莱柯（603566.SH）12月9日在投资者互动平台表示，在研发平台建设方面，公司拥有国家兽用药品 工程技术研究中心、国家级企业技术中心、动物传染病诊断试剂与疫苗开发国家地方联合工程实验室、 农业农村部兽用药品创制重点实验室、河南省兽用药品技术创新中心、河南省动物疫苗与药品产业研究 院等多个国家级、省部级创新平台；公司生物安全三级实验室建成并投入使用，且已获批有关一类、二 类病原微生物实验活动资质。在技术平台搭建方面，公司通过多年技术积累，构建了完备的反向遗传技 术、原核表达技术、真核细胞表达技术、多联多价疫苗技术、细菌高密度发酵技术、抗原浓缩纯化技术 等技术平台，具备开发系列基因工程疫苗的能力。在创新产品和成果产出方面，公司先后获得鸡新支流 减腺五联灭活疫苗（N7a株+M41株+HF株+tFiber蛋白+Fiber-2蛋白）、鸡新支流法腺五联灭活疫苗 （N7a株+M41株+HF株+rVP2蛋白+Fiber-2蛋白）、猪圆环病毒2型灭活疫苗（SH株）、猪细小病毒杆状 病毒载体灭活疫苗（PPV–VP2株）、加米霉素注射液、复方非泼罗尼滴剂、氟雷拉纳溶液等系列填补 国际、国内空白的创新产品；截 ...

证券之星消息，12月9日动物保健板块较上一交易日下跌1.11%，*ST绿康领跌。当日上证指数报收于 3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。动物保健板块个股涨跌见下表： 从资金流向上来看，当日动物保健板块主力资金净流出7557.22万元，游资资金净流入2818.43万元，散 户资金净流入4738.79万元。动物保健板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Investment Rating - The report maintains a "Recommended" rating for the agriculture, forestry, animal husbandry, and fishery industry [1] Core Viewpoints - The swine industry is entering an accelerated phase of capacity reduction, presenting opportunities for investment at the bottom of the market [3][4] - The poultry sector's fundamentals are expected to improve, with a focus on marginal changes in the cycle [4][5] - The animal health sector is closely monitoring the progress of African swine fever vaccine clinical trials, which could enhance the industry's competitive landscape [6][7] - The pet economy is thriving, with domestic brands rapidly emerging and improving profitability [9][10] Summary by Sections Swine Industry - The average price of live pigs in November was 11.69 yuan/kg, with a month-on-month change of 0 yuan/kg [15] - The number of breeding sows as of the end of October was 39.9 million, a decrease of 1.1% month-on-month and 2.1% year-on-year [15][16] - Investment suggestions include leading companies such as Muyuan Foods and Wens Foodstuffs, with a focus on low-cost performance and dividend increases [16] Poultry Industry - The price of white feather broiler parent stock chicks was 41 yuan/set, down 6 yuan from the previous week [31] - The poultry sector is seeing a gradual recovery, with a recommendation for companies like Shennong Development and Lihua Stock [32] Animal Health - The profitability of self-breeding pigs has been negative for over two months, impacting the animal health sector [40] - Companies like Bio-Pharmaceuticals and Keqian Bio are recommended due to their strong business layouts and customer resources [6][40] Planting Industry - The price of corn was 2229 yuan/ton, with a month-on-month increase of 0.5% and a year-on-year increase of 8% [45] - Companies with early reserves in genetically modified seeds are recommended, including Suqian Agricultural Development and Longping High-Tech [50] Feed Industry - The price of feed for fattening pigs was 3.32 yuan/kg, with a month-on-month decrease of 20 yuan/ton [51] - The feed industry is expected to see increased concentration, with recommendations for Haida Group and He Feng Stock [52] Pet Industry - The pet consumption market in urban China is projected to reach 300.2 billion yuan in 2024, with a year-on-year growth of 7.5% [58] - Recommended companies in the pet food sector include Guibao Pet and Zhongchong Stock, with a focus on the pet medical sector as well [59]

Core Insights - The animal health sector experienced a rise of 1.81% on December 8, with BioShares leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Stock Performance - BioShares (600201) closed at 14.39, with a significant increase of 7.39% and a trading volume of 717,500 shares, amounting to a turnover of 1.014 billion yuan [1] - Other notable stocks included: - Zhongmu Co. (600195) at 8.09, up 1.25% [1] - Deyu Bio (920970) at 7.88, up 0.90% [1] - Yongshun Bio (920729) at 8.85, up 0.80% [1] - Ruipu Bio (300119) at 19.37, up 0.73% [1] Capital Flow Analysis - The animal health sector saw a net outflow of 27.984 million yuan from institutional investors, while retail investors contributed a net inflow of 4.809 million yuan [2] - The main capital flow for BioShares (600201) showed a net inflow of 26.5384 million yuan from institutional investors, despite a net outflow of 35.9123 million yuan from retail investors [3] - Other stocks like *ST Lvkang (002868) and Huisheng Bio (300871) also experienced varied capital flows, with institutional and retail investors showing different trends [3]