神农集团公告，预计2025年年度实现归属于母公司所有者的净利润为3.13亿元至3.84亿元，与上年同期 相比，将减少3.03亿元到3.74亿元，同比减少44.09%到54.43%。预计2025年年度实现归属于母公司所有 者的扣除非经常性损益后的净利润为2.78亿元至3.49亿元，与上年同期相比，将减少3.48亿元到4.19亿 元，同比减少49.92%到60.11%。 ...

由于母猪产能去化，生猪及猪肉供应减少，2025年四季度以来白条猪肉价格震荡走高，且一直持续至2026年1月份。展望2 月份猪肉市场，基本面供需双减的背景下，2月份白条猪肉价格或先涨后跌，均价环比上涨。 2025年白条猪肉价格在10月份触及低点后开启反弹，虽然11月呈现缓跌状态，但12月中下旬猪肉价格强势走高，反弹走势 延续至2026年1月份。根据卓创资讯数据监测，截止到2026年1月26日，1月全国白条猪肉市场月度平均成交价为16.56元／ 公斤，较2025年12月份上涨。 展望2月份，预计白条猪肉价格或先涨后跌，均价或环比上涨 从供应端来看，2025年4月份能繁母猪存栏量仍处于下降走势，因此2月份出栏量或减少，且大猪需求或继续增加，带动部 分养殖场压栏增重心态，或减少部分供应增幅。 分析来看，猪肉价格走高的主要是因为能繁母猪存栏量下降后，供应端兑现出栏量缩减叠加养殖端压栏增重，且同期需求 出现提升。 具体来看，从农业农村部监测能繁母猪数量可以看出，从2025年3月能繁母猪存栏量下降，且下降幅度较大，由4066万头降 至4039万头。根据生猪生长周期推算，2026年1月份生猪出栏量是2025年3月能繁母猪存栏 ...

Group 1 - The Ministry of Agriculture and Rural Affairs reported an increase in prices for various livestock products, including live pigs, eggs, and chicken, while the price of broiler chicks decreased [1] - The average price of piglets reached 25.96 yuan/kg, up 4.5% week-on-week but down 25.2% year-on-year; the average price of live pigs was 13.39 yuan/kg, up 2.5% week-on-week and down 18.8% year-on-year; the average pork price was 23.57 yuan/kg, up 1.6% week-on-week and down 15.3% year-on-year [1] - The average price of eggs was 9.03 yuan/kg, up 2.7% week-on-week but down 17.9% year-on-year; the average chicken price was 22.47 yuan/kg, up 0.4% week-on-week and down 5.1% year-on-year [1] Group 2 - The average price of corn remained stable at 2.44 yuan/kg, with a year-on-year increase of 7.5%; in the Northeast, the price was 2.28 yuan/kg, and in Guangdong, it was 2.51 yuan/kg, both unchanged from the previous week [2] - The average price of soybean meal was 3.33 yuan/kg, stable week-on-week and up 0.9% year-on-year; the average price of fattening pig feed was 3.37 yuan/kg, up 0.3% week-on-week and up 0.9% year-on-year [2] - The average prices for meat chicken feed and egg chicken feed were 3.51 yuan/kg and 3.23 yuan/kg respectively, both stable week-on-week, with year-on-year increases of 1.4% and 1.9% [2]

Core Insights - The average purchase price of live pigs by designated slaughter enterprises is 13.71 yuan per kilogram, reflecting a week-on-week increase of 1.1% but a year-on-year decrease of 21.7% [1] - The average ex-factory price of pork is 17.81 yuan per kilogram, also showing a week-on-week increase of 1.1% and a year-on-year decrease of 22.0% [1] Price Trends - Live pig prices have increased by 1.1% compared to the previous week, indicating a potential short-term recovery in the market [1] - Year-on-year comparisons show a significant decline in both live pig and pork prices, with decreases of 21.7% and 22.0% respectively, suggesting ongoing challenges in the industry [1]

Core Viewpoint - The detection of H5N1 avian influenza virus antibodies in a cow's milk in the Netherlands marks the first instance of such infection in cattle outside the United States, raising concerns about the spread of avian influenza in livestock [1][2]. Group 1: Infection Detection - A cow in Friesland, Netherlands, tested positive for H5N1 antibodies after a cat on the same farm died from the virus, indicating potential transmission routes [1][2]. - The cow had previously shown symptoms of mastitis and respiratory issues, and its milk was not processed or sold [1]. Group 2: Risk Assessment - The Friedrich-Loeffler Institute assessed the risk of further infection among local ruminants as extremely low, given that the case appears isolated and no further spread has been detected [2]. - The Netherlands is currently experiencing its most severe avian influenza outbreak in years, with over 36 farms affected and more than 1.5 million birds culled since October 2025 [2]. Group 3: Broader Context - The U.S. Department of Agriculture reported that since March 2024, 17 states have reported cases of cattle infected with highly pathogenic avian influenza [2]. - In March 2025, the UK reported its first case of avian influenza in sheep, indicating a potential widening of the virus's host range [2].

2026年1月26日，上海久诚律师事务所股票索赔律师许峰代理的一批鹏都农牧（002505）投资者索赔案 再次获得长沙中院立案，律师团队还在继续推进后续案件的立案工作，还在继续接受其他投资者的索赔 委托。（许峰律师专栏） 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我 鹏都农牧投资者索赔案前期已有投资者胜诉先例，如果投资者因鹏都农牧虚假陈述受损，目前还可发起 索赔。 2024年11月22日，鹏都农牧发布于公司及相关责任人收到《行政处罚决定书》的公告，经查明，当事人 存在以下违法事实： 一、鹏都农牧未依法及时披露控股股东非经营性资金占用 上海鹏欣（集团）有限公司是鹏都农牧的控股股东。2020年-2022年间，鹏都农牧及其子公司向北京雄 特牧业有限公司预付购牛款176，898万元，然后鹏欣集团及其关联方以向北京雄特借款和预收收购意向 金的方式，累计非经营性占用鹏都农牧资金104，797.5万元。鹏都农牧的预付款与合同约定及实际进口 肉牛情况不相符，北京雄 ...

农产品日报 | 2026-01-27 规模场出栏上行，待需求伴随增长 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11465元/吨，较前交易日变动-100.00元/吨，幅度-0.86%。现货方面，河南地区 外三元生猪价格13.15元/公斤，较前交易日变动-0.10元/公斤，现货基差 LH03+1685，较前交易日变动+110；江苏 地区外三元生猪价格 13.37元/公斤，较前交易日变动-0.15元/公斤，现货基差LH03+1905，较前交易日变动+60；四 川地区外三元生猪价格12.87元/公斤，较前交易日变动+0.00元/公斤，现货基差LH03+1405，较前交易日变动+200。 据农业农村部监测，1月26日"农产品批发价格200指数"为130.34，比上周五下降0.07个点，"菜篮子"产品批发价格 指数为133.26，比上周五下降0.08个点。全国农产品批发市场猪肉平均价格为18.65元/公斤，比上周五上升0.9%； 牛肉66.23元/公斤，比上周五上升0.3%；羊肉63.95元/公斤，比上周五上升1.3%；鸡蛋8.41元/公斤，比上周五上升 0.6%；白条鸡16.93元/公斤，比上 ...

Group 1 - The core viewpoint of the article emphasizes the importance of agricultural projects in ensuring food supply and enhancing the quality of life for local communities [2] - The Tunchang County has integrated nearly 200 million yuan in rural revitalization funds since 2025 to accelerate the construction of eight agricultural projects, including a black pig ecological breeding demonstration base [2] - Once operational, the black pig breeding base is expected to generate approximately 9 million yuan in annual revenue for over 60 village collectives [2] Group 2 - The black pig breeding base will have a capacity of over 3,000 breeding sows and is projected to produce 70,000 piglets, 36,000 fattened pigs, and 34,000 piglets annually upon reaching full production [2] - A 1,000-acre emergency supply vegetable base is also under construction, expected to yield produce around the Chinese New Year [2] - Tunchang County is enhancing its agricultural product supply chain through a "direct supply + centralized procurement" model, improving the availability of affordable vegetables and upgrading "reliable grain and oil stores" [2][3] Group 3 - To address the gap in human resource supply and demand, Tunchang authorities are establishing a specialized labor service platform and have signed labor dispatch contracts with nearly 100 units [3] - Over 50 recruitment events have been conducted since 2025, creating 500 new job opportunities in agricultural bases [3] - This initiative effectively connects job seekers with available positions, facilitating employment in the region [3]

格林大华期货研究院 证监许可【2011】1288 号 2026 年 01 月 27 日星期二 联系方式：0371-65617380 Morning session notice 早盘提示 更多精彩内容请关注格林大华期货官方微信 | | | 【行情复盘】 | | --- | --- | --- | | | | 昨日生猪期货震荡偏弱，主力2603合约日跌幅0.99%，收于11465元/吨。 | | | | 【重要资讯】 | | | | 1、价格方面，昨日全国生猪均价为12.82元/公斤，较前一日跌0.14元/公斤；预计 | | | | 今日早间猪价延续北弱南稳，东北跌至12.2-12.9元/公斤，山东跌至12.9-13.4元/ | | | | 公斤，河南跌至12.9-13.4元/公斤，四川稳定至12.6-13.1元/公斤，广东稳定至13 | | | | -13.8元/公斤，广西稳定至12-12.6元/公斤。 | | | | 2、母猪存栏来看，12月末能繁母猪存栏3961万头，同比下降2.9%，为正常保有量的 | | | | 101.6%。 | | | | 3、仔猪数量来看，2025年1-9月新生仔猪数量环比持续增 ...

（来源：工人日报） 分拣、打包、装箱……在广西巴马瑶族自治县寿城春食品有限公司的车间里，20余名工人在流水线前忙 碌不息。"年关将近，来自香港、深圳、上海、北京等地的订单激增，我们正加班赶工。"在此务工的脱 贫户黄秀春一边麻利地操作，一边介绍。车间外的世界，正通过一条条现代化的产业链，认识并渴望着 一份来自长寿之乡的独特馈赠——巴马香猪。 土猪香飘大湾区 在巴马县的一处生态养殖场里，一群体型小巧、两头黝黑、憨态可掬的巴马香猪正在悠闲进食。养殖户 黄江护看着它们，脸上洋溢着笑容："今年销售额大概有300万元，还带动了8位乡亲稳定就业，大家的 收入都很不错。"他对未来充满信心，"经常有高校和科研机构来取样研究，听说咱们的香猪不光好吃， 还能用于高端的医学研究，这市场前景肯定越来越广阔。" 黄江护的信心，源于实实在在的产业基础。据巴马瑶族自治县乡村振兴局负责人彭伯文介绍，目前，巴 马全县已建成1个香猪原种场、5个规模养殖场、22家养殖专业合作社和5家加工企业，养殖范围覆盖10 个乡镇，带动养殖农户超过8200户。2025年，全县巴马香猪出栏量达32万头，产业总产值突破3.3亿 元，养殖户户均年增收超过5000元。一 ...