2月3日，副市长周春晖带队前往浏阳市，深入水利设施和农业企业开展安全生产检查。他强调，要 保持"时时放心不下"的责任感，强化底线意识，筑牢安全防线，有效防范和遏制安全生产事故。 在北盛镇、永安镇，周春晖先后检查了两家农业企业的安全生产工作。浏阳市乌龙渔场现有水域面积 314亩，年产值约800万元；湖南新五丰股份有限公司永安分公司的沼气工程，可将粪污处理后实现达标 排放。周春晖听取企业负责人介绍后，要求进一步压实主体责任，提升应急处置能力，常态化开展安全 隐患排查，从源头上防范化解重大安全风险。 秋冬之际，正是兴修水利的黄金时期。在洞阳镇、永安镇，周春晖实地了解病险水库和水利枢纽运行情 况。洞阳水库经鉴定为三类病险库，目前已申报纳入2026年中央预算内水利投资项目；永安镇胜利水闸 利用增发国债契机，完成水闸除险加固建设。周春晖指出，要进一步加快项目的推进与建设进度，确保 工程质量和施工安全；同时要加强日常巡查和维护，保障水利设施长期安全稳定运行。 ...

Summary of Key Points from the Conference Call Industry Overview: Agriculture Grain Security - Grain production is stable at approximately 1.4 trillion jin, with a new initiative to enhance grain capacity by an additional 100 billion jin, focusing on increasing the yield of grain and oil crops on a large scale [1][5] - The document emphasizes the importance of maintaining reasonable prices for key agricultural products, including setting minimum purchase prices for rice and wheat, and improving the target price policy for cotton [4][8] Oilseed Production - Efforts are being made to consolidate and enhance soybean production while expanding the production capacity of rapeseed, peanuts, and oil tea to diversify oil supply [2][6] Other Crop Industries - The document highlights the need to promote stable development in cotton, sugar, and natural rubber industries [3][7] Livestock and Dairy - There is a focus on strengthening comprehensive regulation of pig production capacity, consolidating the recovery of beef and dairy industries, and promoting a balanced and healthy development of supply and demand, with multiple measures to boost dairy consumption [9][13] - Support for the development of silage corn and alfalfa production is mentioned, aiming to transform and upgrade grassland livestock farming [10] Aquaculture and Forestry - The promotion of deep-sea aquaculture and modern ocean fishing is emphasized, along with the active development of forest foods and bio-agriculture [11] Export and Anti-smuggling Measures - Support for expanding the export of advantageous and characteristic agricultural products, along with strict legal measures against agricultural product smuggling [12] Agricultural Technology - The document calls for the implementation of seed industry revitalization actions, accelerating the breeding and promotion of breakthrough varieties, and advancing the industrialization of biological breeding [13] - There is a push for the development of high-end intelligent agricultural machinery suitable for hilly areas, integrating artificial intelligence with agriculture, and expanding applications of drones, IoT, and robotics [13][14] Investment Recommendations - Key investment opportunities are suggested in the livestock and pig farming sectors, with specific companies recommended for focus, including: - Livestock: Youran Dairy, Modern Farming, China Shengmu, etc. - Pig farming: Muyuan Foods, Juxing Agriculture, Dekang Agriculture, Wen's Food, Lihua Agriculture, Tiankang Biological, etc. [13] Agricultural Technology Companies - A recommendation to pay attention to agricultural technology firms, particularly those involved in genetically modified seeds and low-altitude, AI-driven agricultural enterprises [14]

Group 1 - The report indicates that the recent market adjustment pressure has been released, leading to a rebound, with popular sectors experiencing valuation recovery [6] - It maintains a cautiously optimistic view for February, suggesting that while the A-share index may struggle, there is potential for valuation recovery in the H-share market [6] - The report emphasizes the importance of mid-cap blue-chip stocks, particularly in the agricultural sector, as they are expected to continue performing well due to their risk characteristics [6] Group 2 - The renewable energy sector is highlighted as a cornerstone for carbon reduction, with significant growth expected in wind and solar installations during the 14th Five-Year Plan period [3] - The report anticipates over 50% growth in energy storage installations by 2025, driven by high demand in the renewable energy sector [3] - It suggests focusing on high-growth technology-related stocks within the renewable energy space [3] Group 3 - The report discusses the increasing certainty of mass production for humanoid robots, particularly with Tesla's advancements in this area [4] - It identifies investment opportunities in components related to robotics, such as sensors and flexible protective layers, as the industry moves towards more human-like robots [4] - Companies with proven manufacturing and management capabilities in automotive and machinery parts are expected to gain higher market shares [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000735 证券简称：罗牛山 公告编号：2026-004 罗牛山股份有限公司 关于公司涉税事项的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、基本情况 罗牛山股份有限公司（以下简称"公司"）于2026年1月10日披露了《关于公司涉税事项的公告》（公告 编号：2026-002）。 二、进展情况及其他 1、就本次涉税事项，公司已与主管税务机关及国家税务总局海口市税务局（以下简称"海口市税务 局"）作了进一步汇报和沟通，详细说明了海南省农村信用社改革工作的政府统筹背景、整体进程及相 关实际情况，并补充提供了新的证据材料。经海口市税务局审查，认为公司提出的行政复议符合受理条 件，决定予以受理。2026年2月2日，公司收到海口市税务局出具的《受理行政复议申请通知书》（海税 复受字[2026]2号）。 2、公司将积极配合复议机关工作，依法陈述意见，维护自身合法权益。截至本公告发布之日，该事项 尚在审理过程中，最终结果尚不确定。 3、根据《企业会计准则第28号一一会计政策、会计估计变更和差错更正》 ...

基金研究 | 专题报告 沃土生金春潮起，农业擎旗续周期 行业 ETF 配置系列报告之一 研究结论 风险提示 宏观经济与产业政策变化超预期风险、主题炒作风险、量化模型滞后性风险等。本报告 结论完全基于公开的历史数据进行计算，对基金产品和基金管理人的研究分析结论并不 预示其未来表现，也不能保证未来的可持续性，亦不构成投资收益的保证或投资建议。 本报告不涉及证券投资基金评价业务，不涉及对基金产品的推荐，亦不涉及对任何指数 样本股的推荐。 报告发布日期 2026 年 02 月 03 日 | 东春鸣 | 执业证书编号：S0860525100002 | dongchunming@orientsec.com.cn | | --- | --- | --- | | 021-63326320 | 王继恒 | 执业证书编号：S0860525090004 | | wangjiheng@orientsec.com.cn | 0755-82819271 | | 主动权益基金仓位跟踪周报(20260130) 2026-02-02 主动权益基金仓位跟踪周报(20260123) 2026-01-26 多视角看近期 ETF 市场持续放量现象 2 ...

- The report tracks the prosperity signals of various industries, including coal, livestock farming, steel, structural materials, and fuel refining industries[9] - The coal industry revenue and profit growth are estimated monthly based on price and capacity factors[10] - The livestock farming industry uses the farrowing sow inventory and the slaughter coefficient method to estimate the supply-demand gap for pigs six months later[15][16] - The steel industry profit growth and per-ton profit are predicted using comprehensive steel prices and cost indicators such as iron ore, coke, and scrap steel[18] - The structural materials and construction engineering industries' profitability changes are tracked using price and cost indicators for glass and cement manufacturing[24] - The fuel refining and oil service industries' profit growth and cracking spread are estimated based on changes in fuel oil prices and crude oil prices[27] - The coal industry profit growth for February 2026 is predicted to be slightly negative due to a slight year-on-year decrease in coal prices[14] - The livestock farming industry predicts a potential pig supply of 166.51 million heads for Q2 2026, with a demand forecast of 171.43 million heads, indicating a slightly tight supply-demand balance[17] - The steel industry profit growth for January 2026 is predicted to be slightly negative, with the rolling 12-period PMI average not exceeding the threshold[22] - The glass industry gross profit for January 2026 is predicted to continue its year-on-year negative growth[26] - The cement industry profit for January 2026 is predicted to continue its year-on-year negative growth, with no significant increase in new housing starts[26] - The fuel refining industry profit for January 2026 is predicted to slightly decrease year-on-year[27][28]

Group 1 - The report indicates that the recent market adjustment pressure has been released, leading to a rebound, with popular sectors experiencing valuation recovery after a rapid decline [6] - The report maintains a cautiously optimistic view for February, suggesting that while the A-share index may struggle, there is potential for valuation recovery in the H-share market [6] - The report emphasizes the importance of mid-cap blue-chip stocks with medium risk characteristics, particularly in the agricultural sector, which is expected to continue its strength [6] Group 2 - The report highlights that during the "14th Five-Year Plan" period, China's wind and solar installations are expected to maintain high growth rates, with specific segments like offshore wind power and perovskite solar cells showing significant growth potential [6] - It forecasts that energy storage installations will achieve over 50% growth by 2025, driven by the high demand for renewable energy [6] - The report identifies high-growth technology-related stocks in the renewable energy sector as key investment opportunities [6] Group 3 - The report discusses the upcoming mass production of humanoid robots by Tesla, indicating increased certainty in this area, particularly regarding dexterous hands and the humanization of robots [4] - It suggests that the demand for components such as sensors and flexible protective layers will rise as robots become more human-like [4] - The report points out that companies with proven manufacturing and management capabilities in automotive and engineering machinery parts are likely to gain higher market shares [4]

Group 1 - The core viewpoint of the news is that Lihua Co., Ltd. experienced a decline in stock price and trading volume, with significant changes in financing and stockholder structure [1][2] Group 2 - On February 2, Lihua Co., Ltd. saw a stock price drop of 4.18%, with a trading volume of 203 million yuan [1] - The financing data on the same day indicated a financing purchase amount of 17.63 million yuan and a net financing purchase of 1.87 million yuan, with a total financing balance of 206 million yuan [1] - The current financing balance of Lihua Co., Ltd. is 204 million yuan, accounting for 1.27% of the circulating market value, which is below the 50th percentile level over the past year [1] - In terms of stock lending, Lihua Co., Ltd. had a stock lending repayment of 4,200 shares and a stock lending balance of 1.71 million yuan, which is above the 70th percentile level over the past year [1] Group 3 - As of September 30, the number of shareholders of Lihua Co., Ltd. was 16,000, a decrease of 23.50% from the previous period, while the average circulating shares per person increased by 30.72% to 39,351 shares [2] - For the period from January to September 2025, Lihua Co., Ltd. achieved an operating income of 13.49 billion yuan, a year-on-year increase of 6.38%, but the net profit attributable to shareholders decreased by 75.27% to 287 million yuan [2] - Since its A-share listing, Lihua Co., Ltd. has distributed a total of 2.06 billion yuan in dividends, with 1.11 billion yuan distributed in the last three years [2] - As of September 30, 2025, the top ten circulating shareholders included a new shareholder, Guotai Zhongzheng Livestock Breeding ETF, holding 7.46 million shares, while Yifangda Growth Enterprise Board ETF exited the top ten list [2]

作为"粤字号"农产品的杰出代表，狮头鹅早已声名远扬。临近春节，在汕头市澄海区的大街小巷， 卤鹅香气从清晨便弥漫开来。街坊们循着熟悉的香味前来选购，外地游客也慕名而至，品尝这道潮汕美 食。狮头鹅体型大、肉质鲜美，深受广大食客的喜爱，具有显著的经济价值。如今，狮头鹅产业已成为 潮汕地区农村经济的重要支柱产业，带动众多养殖户脱贫致富奔小康。而这缕卤香之所以能飘得更远、 走进万家，背后离不开金融活水的精准滴灌。 据悉，近年来，中国人民银行汕头市分行紧紧围绕"三农"和县域经济发展的金融需求，以"特色融 资服务+业务模式创新"为抓手，持续推动金融资源向相关领域集聚，全力为"百千万工程"提供坚实的金 融支撑。在提升金融服务可得性方面，中国人民银行汕头市分行积极联合有关部门，充分发挥协调引导 作用，先后指导7家银行机构挂牌成立"百千万工程"特色融资服务中心，覆盖新农村建设、海洋产业、 玩具业、纺织业等多个领域。截至2025年末，7家特色融资服务中心累计放款3302笔，金额41.81亿元， 为汕头特色领域企业送去了"及时雨"。与此同时，中国人民银行汕头市分行还指导银行机构针对产业融 资难点精准施策，推动金融服务创新。其中，广东 ...

2月2日，正邦科技跌5.15%，截至发稿，报3.13元/股，成交7.09亿元，换手率3.07%，总市值289.53亿 元。 畜牧ETF（159867）基金经理为陈龙。 截至发稿，陈龙累计任职时间10年158天，现任基金资产总规模120.5亿元，任职期间最佳基金回报 189.66%， 任职期间最差基金回报-48.59%。 资料显示，江西正邦科技股份有限公司位于江西省南昌市南昌高新技术产业开发区昌东大道7003号办公 大楼6楼，成立日期1996年9月26日，上市日期2007年8月17日，公司主营业务涉及饲料生产与销售、生 猪养殖与销售及兽药的生产与销售。主营业务收入构成为：猪业59.63%，全价料38.31%，兽药0.92%， 浓缩料0.62%，其他(补充)0.51%，其他料0.01%。 从基金十大重仓股角度 数据显示，鹏华基金旗下1只基金重仓正邦科技。畜牧ETF（159867）四季度持有股数2024.06万股，占 基金净值比例为7.71%，位居第四大重仓股。根据测算，今日浮亏损失约344.09万元。 畜牧ETF（159867）成立日期2021年2月25日，最新规模8.5亿。今年以来收益1.48%，同类排名 46 ...