证券之星消息，12月23日养殖业板块较上一交易日下跌0.94%，晓鸣股份领跌。当日上证指数报收于 3919.98，上涨0.07%。深证成指报收于13368.99，上涨0.27%。养殖业板块个股涨跌见下表： 从资金流向上来看，当日养殖业板块主力资金净流出6.7亿元，游资资金净流入1.66亿元，散户资金净流 入5.04亿元。养殖业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。 ...

Group 1: Report Overview - Report Name: "养殖利润数据报告 - 大豆、生猪、鸡蛋" [1] - Release Date: December 23, 2025 [2] Group 2: Soybean Price and Profit Data - **Index Closing Prices**: The closing price of the Bean 2 Index was 3566.31 yuan/ton, up 0.26% from the previous value; the Bean Meal Index closed at 2833.20 yuan/ton, up 0.11%; and the Soybean Oil Index closed at 7796.60 yuan/ton, up 0.68% [2]. - **Active Contract Closing Prices**: The closing price of the Bean 2 active contract was 3712.00 yuan/ton, up 0.98%; the Bean Meal active contract closed at 2741 yuan/ton, up 0.22%; and the Soybean Oil active contract closed at 7772 yuan/ton, up 0.78% [2]. - **Pressing Profits**: The pressing profit of the Bean 2 Index was 3.27 yuan/ton, a significant change of -4308.70% from the previous value; the active contract pressing profit was -219.93 yuan/ton, up 9.93% [2]. - **Futures Closing Price Profits**: Profits of different delivery - continuous futures contracts showed varied trends, such as the continuous futures closing price of Bean 2 profit being 69.46 yuan/ton, down 21.82% [2]. - **CNF Price and Pressing Profit of Brazilian Soybeans**: The CNF price of Brazilian soybeans was 447.30 dollars/ton, down 0.49%, and the pressing profit was -65.76 yuan/ton, up 4.02% [2]. - **Spot Prices in Zhangjiagang**: The price of imported soybeans in Zhangjiagang was 3950.00 yuan/ton, unchanged; the spot price of soybean meal was 3100.00 yuan/ton, unchanged; and the spot price of grade - 4 soybean oil was 8290.00 yuan/ton, up 0.97% [2]. Group 3: Pig Price and Profit Data - **Index Closing Price**: The closing price of the Pig Index was 11880.45 yuan/ton, up 0.10% [4]. - **Profits**: The self - breeding and self - raising pig's on - disk profit was -247.73 yuan/head, down 0.52%; different delivery - continuous futures closing price profits of pigs showed different trends, e.g., the 9 - month delivery - continuous futures closing price profit was -69.12 yuan/head, up 9.05% [4][5]. - **Spot Prices and Profits**: The price of live pigs (foreign ternary) in Xinzheng, Henan was 11.68 yuan/kg, down 0.85%; the self - breeding and self - raising pig's spot profit was -322.326952 yuan/head, up 3.92%; the price of piglets (foreign ternary, 15kg) in Kaifeng, Henan was 21.00 yuan/kg, unchanged; the breeding profit of purchased piglets in China was -189.50 yuan/head (weekly), down 21.27% [4][5] Group 4: Egg Price and Profit Data - **Index Closing Price**: The closing price of the Egg Index was 3307.23 yuan/500 kg, up 0.67% [7]. - **Profits**: The egg's on - disk profit was -0.54 yuan/jin, down 3.84%; different delivery - continuous futures closing price profits of eggs showed different trends, e.g., the 9 - month delivery - continuous futures closing price profit was 0.14 yuan/jin, up 52.66% [7]. - **Average Wholesale Price and Spot Profit**: The average wholesale price of eggs in China was 7.48 yuan/kg, up 0.40%; the egg's spot profit was -0.29 yuan/jin, down 7.01% [7]

晨会纪要（R3） 晨会纪要 2025 年 12 月 23 日 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 3917.36 | 0.69 | | 深证成指 | 13332.73 | 1.47 | | 创业板指 | 3191.98 | 2.23 | | 科创 50 | 1335.25 | 2.04 | | 北证 50 | 1449.28 | 0.24 | | 沪深 300 | 4611.62 | 0.95 | 上证指数-沪深 300 走势图 -9% 1% 11% 21% 31% 2024-12 2025-03 2025-06 2025-09 上证指数 沪深300 | 何晨 | 分析师 | | --- | --- | | 执业证书编号:S0530513080001 | | | hechen@hnchasing.com | | | 管诗睿 | 研究助理 | 晨会聚焦 一、财信研究观点 【市场策略】科技方向回暖，大盘放量反弹 【基金研究】基金数据日跟踪 【债券研究】债券市场综述 二、重要财经资讯 【财经要闻】托育服务法草案提请十四届全国人大 ...

融资融券数据显示，该股最新（12月19日）两融余额为8.11亿元，其中，融资余额为8.08亿元，融券余 额为233.49万元。近5日融资余额合计减少1.28亿元，降幅为13.68%，融券余额合计减少19.48万元，降 幅7.70%。（数据宝） 罗牛山12月22日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 机构专用 | 6042.04 | 2676.29 | | 买二 | 财通证券股份有限公司绍兴柯桥区钱清钱门大道证券营 | 3608.67 | 1957.09 | | | 业部 | | | | 买三 | 深股通专用 | 3443.05 | 2824.71 | | 买四 | 国泰海通证券股份有限公司深圳福华三路证券营业部 | 2902.78 | 42.21 | | 买五 | 华鑫证券有限责任公司上海宛平南路证券营业部 | 2724.16 | 3.02 | | 卖一 | 东方财富证券股份有限公司山南香曲东路证券营业部 | 952.33 | 4661.73 | | 卖二 | 国 ...

从资金流向上来看，当日养殖业板块主力资金净流出1248.73万元，游资资金净流出1740.68万元，散户 资金净流入2989.42万元。养殖业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22日养殖业板块较上一交易日上涨0.6%，罗 牛 山领涨。当日上证指数报收于 3917.36，上涨0.69%。深证成指报收于13332.73，上涨1.47%。养殖业板块个股涨跌见下表： ...

Core Viewpoint - Recent fluctuations in A-shares have led to divergent expectations among investors during the "cross-year" phase, but the short-term impact of internal and external factors on A-shares may be nearing its end, with a relatively loose liquidity environment expected to persist into the first quarter of next year [1] Group 1: Market Environment - The current low-interest-rate environment is likely to continue driving the trend of "deposit migration" among residents, providing a favorable opportunity for investors to position themselves for the "cross-year" market [1] - The recent pullback in indices has created a good entry point for investors looking to capitalize on upcoming market trends [1] Group 2: Investment Strategy - Investors are advised to focus on growth styles during market dips, while dividend styles should emphasize phase-specific and structural opportunities [1] - Three main investment themes are recommended: 1. **Growth in Prosperous Sectors**: The AI technology sector is expected to transition into an application phase next year, with opportunities in computing power, optical modules, and cloud computing infrastructure, particularly in domestic markets. Key application areas include robotics, consumer electronics, intelligent driving, and software applications. Additionally, innovative pharmaceuticals, energy storage, and solid-state batteries are entering a prosperous cycle [1] 2. **External Demand Breakthrough**: The trend of going overseas presents a relatively certain growth opportunity. Sectors to focus on include home appliances, construction machinery, commercial buses, power grid equipment, gaming, and globally priced resources such as non-ferrous metals [1] 3. **Cyclical Reversal**: Attention should be given to sectors nearing improvement points in supply-demand dynamics or benefiting from policy support, such as chemicals, aquaculture, and new energy [1] - Dividend sectors possess defensive attributes but may still be more phase-specific and structural in nature, suggesting a bottom-up stock selection approach based on quality free cash flow [1]

来源：中国环境报 从脏乱臭的传统养殖场，到如今空气清新、惠及民生的绿色标杆，牧原用创新与坚持，为农业绿色发展 点亮了明灯。 "环保不是负担，而是企业生存发展的生命线。"牧原董事长秦英林的这句话，点燃了团队的斗志，成为 国内首个"吃螃蟹"的养猪企业。 河南省内乡县牧原肉食产业综合体。 牧原推行智能化降氨除臭工艺，集中收集净化废气，2024年减少氨排放3.17万吨，相当于每头猪减排 0.8kg。内部环保"五台阶"机制（零排放、无隐患、无臭气、减雾霾、碳减排）确保成果落地，氨治理 成效尤为显著。正如技术负责人崔冉冉所言："我们让臭气治理从负担变为引擎，证明环保能驱动高质 量发展。" 臭气治理只是起点，牧原的目标是实现"种养循环"，让周边群众共享红利。在内乡县肉食产业综合体， 猪粪尿通过密闭管道收集，进入厌氧发酵系统。"粪尿发酵产生沼气，供场区用电后并入国家电 网。"2024年，牧原利用沼气3725万m³，发电969.45万KWh，惠及千家万户。发酵后的液体经处理成优 质水肥，免费还田；粪渣转化为有机肥，用于经济作物。 这种"猪养田田养猪"的循环模式，已惠及全国。2024年，牧原水肥适用于39种作物，服务农田472万 ...

从资金流向上来看，当日养殖业板块主力资金净流入3.89亿元，游资资金净流出2.94亿元，散户资金净 流出9471.4万元。养殖业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19日养殖业板块较上一交易日上涨0.64%，罗 牛 山领涨。当日上证指数报收于 3890.45，上涨0.36%。深证成指报收于13140.22，上涨0.66%。养殖业板块个股涨跌见下表： ...

风险提示：以上产品由基金管理人发行与管理，代销机构不承担产品的投资、兑付和风险管理责任。投 资人应当认真阅读《基金合同》、《招募说明书》、《基金产品资料概要》等基金法律文件，了解基金 的风险收益特征，选择与自身风险承受能力相适应的产品。基金过往业绩并不预示其未来表现，基金投 资须谨慎！销售机构（包括基金管理人直销机构和其他销售机构）根据相关法律法规对本基金进行风险 评价，投资者应及时关注基金管理人出具的适当性意见，各销售机构关于适当性的意见不必然一致，且 基金销售机构所出具的基金产品风险等级评价结果不得低于基金管理人作出的风险等级评价结果。基金 合同中关于基金风险收益特征与基金风险等级因考虑因素不同而存在差异。投资者应了解基金的风险收 益情况，结合自身投资目的、期限、投资经验及风险承受能力谨慎选择基金产品并自行承担风险。中国 证监会对上述基金的注册，并不表明其对上述基金的投资价值、市场前景和收益做出实质性判断或保 证。基金投资须谨慎。 MACD金叉信号形成，这些股涨势不错！ 太平洋证券指出，养猪行业产能去化动力持续增强，去化速度或加快。截至10月末，全国能繁母猪存栏 3990万头，较上月末少45万头。行业连续 ...

证券之星消息，12月18日养殖业板块较上一交易日下跌0.62%，罗 牛 山领跌。当日上证指数报收于 3876.37，上涨0.16%。深证成指报收于13053.98，下跌1.29%。养殖业板块个股涨跌见下表： 从资金流向上来看，当日养殖业板块主力资金净流出3.49亿元，游资资金净流入2625.15万元，散户资金 净流入3.23亿元。养殖业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。 ...