农业农村部最新公布数据显示，10月末全国能繁母猪存栏量重新回到4000万头以下。 接受记者采访的专家认为，此前因存栏量偏高叠加二次育肥等投机行为，猪价持续低迷，而当前产能去 化的推进，有利于未来市场形势稳步向好。春节前，猪肉消费进入全年最旺季节，同时供给充裕，预计 猪价将温和回升、窄幅波动。未来仍需推进生猪产能有效调减，同时同步提升发展质量，推动供给和消 费逐步趋于平衡。 最新数据显示，10月末全国能繁母猪存栏量重新回到4000万头以下。这是自去年年中以来，这一指标首 次降至4000万头以下。 "这标志着前期生猪产能过剩的压力正在逐步缓解。"中国农业科学院北京畜牧兽医研究所研究员朱增勇 对记者表示，此前因存栏量偏高叠加二次育肥等投机行为，猪价持续低迷，而当前产能去化的推进，有 利于未来市场形势稳步向好。 生猪产能综合调控再加强 去年下半年以来，农业农村部开展逆周期调节，引导各方面有序调减生猪产能。今年年中，进一步实施 生猪产能综合调控，设立了引导调减约100万头能繁母猪的目标，并联合国家发展改革委和国家金融监 管总局等部门出台了配套措施。 虽然生猪产业产能调控见效，但距离目标仍有一定距离，相关工作仍将持续推进 ...

德康农牧 分时图 日K线 周K线 月K线 73.90 -2.25 -2.95% 3.41% 2.27% 1.14% 0.00% 1.14% 2.27% 3.41% 73.55 74.42 75.28 76.15 77.02 77.88 78.75 09:30 10:30 12:00/13:00 14:00 16:10 0 5万 9万 14万 据机构调研信息显示，德康农牧(02419)2025年10月商品猪完全成本降至约11.9元/kg，环比下降约0.4 元/kg，主要系生产效率提升带来的指标改善，以及通过精细化管理推动降本增效。未来，公司将继续 在断奶成本、料比、全程存活率、期间费用等方面推动商品猪完全成本持续降低。 ...

农业农村部最新公布数据显示，10月末全国能繁母猪存栏量重新回到4000万头以下。 接受记者采访的专家认为，此前因存栏量偏高叠加二次育肥等投机行为，猪价持续低迷，而当前产能去化的推进，有利于未来市场形势稳步向好。春节前，猪肉消 费进入全年最旺季节，同时供给充裕，预计猪价将温和回升、窄幅波动。未来仍需推进生猪产能有效调减，同时同步提升发展质量，推动供给和消费逐步趋于平 衡。 近一周来，农业农村部频繁释放加强产能调控的信号。11月21日，农业农村部召开部常务会议，审议并原则通过《关于加强产能综合调控促进生猪产业高质量发展 的意见》。此外，农业农村部11月18日—19日在安徽蚌埠召开稳定畜牧业生产工作推进会也强调，要全力保障主要畜产品市场稳定，加快落实生猪产能综合调控。 生猪产能综合调控再加强 去年下半年以来，农业农村部开展逆周期调节，引导各方面有序调减生猪产能。今年年中，进一步实施生猪产能综合调控，设立了引导调减约100万头能繁母猪的 目标，并联合国家发展改革委和国家金融监管总局等部门出台了配套措施。 虽然生猪产业产能调控见效，但距离目标仍有一定距离，相关工作仍将持续推进。11月21日，农业农村部召开部常务会议，审 ...

近一年中国牛肉进口情况统计图 数据来源：中国海关，智研咨询整理 相关报告：智研咨询发布的《2025-2031年中国牛肉行业市场全景评估及投资前景规划报告》 根据中国海关数据显示：2025年10月中国牛肉进口数量为28万吨，同比增长18.6%，进口金额为15.49亿 美元，同比增长37.5%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

智通财经APP获悉，据机构调研信息显示，德康农牧(02419)2025年10月商品猪完全成本降至约11.9 元/kg，环比下降约0.4元/kg，主要系生产效率提升带来的指标改善，以及通过精细化管理推动降本增 效。未来，公司将继续在断奶成本、料比、全程存活率、期间费用等方面推动商品猪完全成本持续降 低。 ...

猪价的下跌也使得二次育肥养殖户信心降低，补栏行为减少，二次育肥热度下滑。 卓创资讯数据显示，2025年样本企业出栏量流入二次育肥渠道占比下滑。截至11月20日，2025年样本企 业生猪出栏量流入二次育肥渠道占比为12.95%，较2024年6月至年底下滑6.36个百分点；其中流入二次 育肥渠道占比大于10%的时间段占总时段的54%左右，较2024年6月至年底降低16个百分点左右。2025 年猪价震荡下滑，二次育肥养殖户对后市看涨预期不高，同时较低的猪价导致二次育肥养殖户长时段亏 损，叠加政策方面禁止二次育肥，使得二次育肥热度明显降低，对猪价的托底作用减弱。 2025年生猪市场中二次育肥热度明显下降，对猪价的托底效果有所减弱。后期来看，二次育肥或因季节 性需求与部分养殖模式选择仍有存在空间，但热度难有明显回升，2026年二次育肥或较难对猪价形成托 底作用。 2025年生猪价格低位震荡后震荡下滑。截至11月20日，卓创资讯监测2025年全国瘦肉型生猪均价为 14.04元／公斤，较2024年同期下跌16.72%。理论上，2025年生猪的出栏量是由2024年3月至2025年2月 份的能繁母猪存栏量决定的，彼时养殖端正处 ...

牧原股份（002714.SZ）11月25日在投资者互动平台表示，截至2025年9月末，公司能繁母猪存栏为 330.5万头。公司会在每季度末的销售简报中披露当期能繁母猪数量，请关注后续相关公告。 （记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：能否说下现在牧原能繁母猪的情况？ ...

Core Insights - The Ministry of Agriculture and Rural Affairs is implementing a 60-day action plan to combat autumn floods and promote wheat sowing for robust seedling growth [1] - The State Council has emphasized the importance of ensuring the supply and stable prices of agricultural materials such as seeds and fertilizers [1] - Agricultural production has shown positive trends, with a 4.0% year-on-year increase in the value added of agriculture, forestry, animal husbandry, and fishery, contributing 0.3 percentage points to economic growth [1] Group 1: Agricultural Production and Supply - The livestock sector has maintained stable growth, with a total meat production of 73.12 million tons in the first three quarters, reflecting a 3.8% year-on-year increase [1] - The supply of agricultural products is abundant, with producer prices for agricultural products decreasing by 3.6% year-on-year in the first three quarters [1] - The overall outlook for grain production remains optimistic, with expectations for another bumper harvest and sufficient supply of essential products [1] Group 2: Winter Agricultural Production - The winter season is crucial for agricultural production, with significant activities such as autumn and winter sowing being vital for grain and oil production [2] - The area sown for winter wheat and oilseed rape accounts for over 90% of the annual total, highlighting the importance of this season for future agricultural yields [2] - Despite challenges such as adverse weather conditions, over 90% of the winter wheat sowing has been completed nationwide [2] Group 3: Ensuring Supply of "Vegetable Basket" Products - The upcoming New Year marks a peak consumption period for "vegetable basket" products, necessitating enhanced supply chain management and market monitoring [3] - There is a focus on increasing vegetable production in northern cities and improving the logistics of transporting southern vegetables to northern markets [3] - Strategies are being developed to mitigate the impact of winter weather on agricultural production, ensuring a steady supply of fresh produce [3]

Core Viewpoint - The agricultural production situation for the autumn and winter planting season is complex, with both favorable conditions and challenges that need to be addressed to ensure food security and stable farmer incomes [1][2][3]. Group 1: Agricultural Production Situation - The Ministry of Agriculture and Rural Affairs is implementing a 60-day action plan to promote wheat sowing and strengthen seedling growth amid challenges posed by weather conditions [1][3]. - The National Bureau of Statistics reported a 4.0% year-on-year increase in the value added of agriculture, forestry, animal husbandry, and fishery in the first three quarters, contributing 0.3 percentage points to economic growth [1]. - The production of major livestock products, including pork, beef, and poultry, reached 73.12 million tons in the first three quarters, reflecting a 3.8% year-on-year increase [1]. Group 2: Winter Agricultural Development - Winter agriculture is crucial for food security and farmer income, with significant planting areas for winter wheat and oilseed rape accounting for over 90% of annual production [2][3]. - The autumn and winter planting season is a peak period for seed, fertilizer, and pesticide usage, necessitating effective management and quality assurance [3]. - There is an opportunity for optimizing crop variety structures based on local resources and market demands, which can enhance agricultural productivity [3]. Group 3: Supply Chain and Market Stability - The upcoming New Year holiday marks a peak consumption period for "vegetable basket" products, necessitating enhanced supply chain management to ensure stable market supply during winter [4]. - Strengthening the production of facility vegetables around major northern cities and improving the logistics of southern vegetables to northern markets are essential for maintaining supply [4]. - The agricultural sector is encouraged to diversify its functions and enhance its value, including food security, ecological conservation, and rural tourism [4].

Group 1 - The core point of the article is that the company, 罗牛山, held its first board meeting of the 11th session on November 24, 2025, to discuss the appointment of senior management and securities representatives [1] - For the first half of 2025, the revenue composition of 罗牛山 is as follows: livestock industry accounts for 64.6%, agricultural and sideline food processing accounts for 13.46%, education accounts for 7.73%, real estate accounts for 7.16%, and cold chain logistics accounts for 4.05% [1] - As of the report date, 罗牛山 has a market capitalization of 9.5 billion yuan [1] Group 2 - 大鹏工业's strategic placement has resulted in significant profits for its controlling shareholder and his brother, with a subscription price of 9 yuan and a first-day listing price of 118 yuan, leading to a floating profit of 24.92 million yuan in one day [1]