北京商报讯（记者 郭秀娟 王悦彤） 1月28日，北京商报记者获悉，近日神农集团发布公告称，公司预 计2025年年度实现归母净利润3.13亿元至3.84亿元，同比减少44.09%至54.43%。 公告表示，报告期内，公司销售生猪307.42万头（包含对外销售和对内部屠宰企业销售），较上年同期 增长35.34%，公司持续做好生猪健康管理及提升产能利用率、生产管理效率，养殖成本较上年同期下 降。全年商品猪销售均价约13.39元/公斤，较上年同期下降约17.70%，由于生猪销售价格同比出现较大 幅度下降，导致生猪养殖业务利润同比减少。 ...

Group 1 - The company plans to introduce 266,000 sets of grandparent white feather broiler chickens in 2025, indicating a sufficient stock of grandparent breeding chickens [1] - The supply of parent generation chicks is expected to increase in 2026 compared to 2025 [1] - The projected sales volume of commercial generation chicks for 2026 is over 600 million, with a significant increase in breeding pig sales expected to reach 150,000 heads compared to 2025 [1]

证券日报网讯1月27日，东瑞股份（001201）发布公告称，截至本公告披露日，公司对控股子公司的担 保余额为16.04亿元，占公司2024年末经审计净资产的47.28%。上述担保均是合并报表范围内公司为控 股子公司提供的担保。公司及子公司无对外担保情况，不存在逾期担保、涉及诉讼的对外担保及因担保 被判决败诉而应承担损失的情形。 ...

证券日报网讯 1月27日，西部牧业发布公告称，公司预计2025年度归属于上市公司股东的净利润 为-5600万元至-4300万元，上年同期为-11880.58万元；扣除非经常性损益后的净利润为-7900万元 至-6600万元，上年同期为-16062.03万元。 （文章来源：证券日报） ...

Core Viewpoint - Western Dairy (300106.SZ) expects a net profit attributable to shareholders of the listed company to be between -56 million and -43 million yuan for 2025, with a net profit excluding non-recurring gains and losses projected to be between -79 million and -66 million yuan [1] Group 1 - During the reporting period, local dairy farming enterprises optimized and adjusted their herd structure, appropriately eliminating aging and low-yield dairy cows, which led to a decrease in the company's feed sales revenue and profit [1] - The company made provisions for bad debts on receivables in accordance with relevant regulations and prudence principles, and also made provisions for impairment on certain inventories and idle assets during the reporting period [1] - The amount of non-recurring gains and losses for the company during the reporting period was approximately 23 million yuan, mainly from government subsidies received [1]

Core Viewpoint - The company expects a reduced net profit loss for 2025, projecting a loss of 43 million to 56 million yuan, compared to a loss of 119 million yuan in the same period last year [1] Financial Performance - The anticipated net profit loss for 2025 is between 43 million and 56 million yuan, indicating an improvement from the previous year's loss of 119 million yuan [1] - The expected non-recurring net profit loss for 2025 is projected to be between 66 million and 79 million yuan [1] Operational Adjustments - Local dairy farming enterprises have optimized and adjusted their herd structure, leading to the appropriate culling of older and low-yielding cows [1] - The reduction in the procurement of concentrated feed has contributed to a decline in the company's feed sales revenue and profit [1] - The company has made provisions for impairment on certain inventories and idle assets [1]

证券日报网讯1月27日，巨星农牧（603477）发布公告称，公司预计2025年年度实现归属于母公司所有 者的净利润2，600.00万元到3，600.00万元，与上年同期相比，将减少49，254.80万元到48，254.80万 元，同比减少94.99%到93.06%。 ...

Core Viewpoint - The recent fluctuations in pig prices are attributed to supply constraints reaching their limits, while downstream consumption has not shown significant improvement, leading to limited upward momentum in prices [2]. Supply Analysis - The supply pressure for February is expected to be low, as January's price increase was primarily due to reduced market supply. The theoretical outflow for January corresponds to last year's March production capacity, which saw a significant decline in breeding sows [4]. - February's theoretical outflow aligns with last year's April production capacity, which also experienced a decrease, indicating that supply pressure will remain manageable [4]. Demand Analysis - February is expected to see a notable increase in consumption due to the Spring Festival, with both previously held back and newly fattened pigs being released into the market. However, the timing of supply and demand increases may not align perfectly [6]. - The uncertainty surrounding consumer demand remains a critical factor, as the extent of consumption growth is unpredictable despite potentially lower pork prices stimulating some increase [7][8]. Market Sentiment - Historical trends indicate that market sentiment often drives pig prices more than supply and demand fundamentals during the Spring Festival, with increased slaughter rates and higher order volumes from distributors expected [6]. - However, the overall price increase is anticipated to be limited due to the uncertain nature of consumer demand and the expectation that supply growth will outpace demand growth [10].

格隆汇1月27日丨温氏股份(300498.SZ)在互动平台表示，公司近几年持续降低负债率水平。截至2025年 三季度末，公司负债率降至49.4%，在行业企业中处于比较优秀的水平。 ...

研究所 农产品研发报告 生猪日报 2026 年 1 月 27 日 【生猪日报】出栏压力增加 现货整体下行 研究员：陈界正 期货从业证号： F3045719 投资咨询证号： Z0015458 联系方式： chenjiezheng_qh@chinastock.c om.cn 单边：观望 套利：观望 | | | | | 生猪价格日报 | | 2026/1/27 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 现货价格 | | | | | | | 今 日 | 昨 日 | 变 化 | | 今 日 | 昨 日 | 变 化 | | 河南（0） | 13.18 | 13.24 | -0.06 | 山西（-100） | 12.97 | 13.04 | -0.07 | | 湖北（0） | 12.80 | 12.90 | -0.10 | 辽宁（-300） | 12.84 | 12.91 | -0.07 | | 安徽（200） | 13.23 | 13.40 | -0.17 | 吉林（-300） | 12.72 | 12.77 | -0.05 | | 湖南（ ...