饲料养殖日报 2025/08/13 咨询业务资格：沪证监许可【2012】1515号 研报作者：许亮 Z000220 审核：唐韵 Z0002422 手 source： Wind 02/01 03/01 04/01 05/01 06/01 07/01 08/01 09/01 10/01 11/01 12/01 0 200 400 【免责声明】本报告基于本公司认为可靠的、已公开的信息编制，但本公司对该等信息的准确性及完整性不作任何保证。本报告所载的意见、结论及预测仅反映报告发布时的观点、结论和 建议。在不同时期，本公司可能会发出与本报告所载意见、评估及预测不一致的研究报告。本公司不保证本报告所含信息保持在最新状态。本公司对本报告所含信息可在不发出通知的情形 下做出修改， 交易者（您）应当自行关注相应的更新或修改。本公司力求报告内容客观、公正，但本报告所载的观点、结论和建议仅供参考，交易者（您）并不能依靠本报告以取代行使 独立判断。对交易者（您）依据或者使用本报告所造成的一切后果，本公司及作者均不承担任何法律责任。本报告版权仅为本公司所有。未经本公司书面许可，任何机构或个人不得以翻 版、复制、发表、引用或再次分发他人 ...

证券日报网讯湘佳股份8月13日在互动平台回答投资者提问时表示，近期受整个行业市场回暖影响，黄 羽肉鸡价格有回升迹象。 （文章来源：证券日报） ...

Group 1 - The company has sold a total of 1.7517 million pigs, achieving approximately 50% of its annual target [1] - The overall output progress is in line with expectations, and the company is confident in meeting its established output goals [1] - In the second half of the year, the company will continue to ensure target achievement through capacity release, efficiency improvement, and cost optimization [1] Group 2 - Investors have raised concerns regarding the significant gap between the current output of 1.75 million pigs and the minimum annual target of 3.5 million pigs [3] - The company has been asked about the progress of other business segments in meeting their annual targets [3]

上市首日，东瑞股份盘中最高价报91.27元，为该股上市以来最高价。该股目前处于破发状态。 中国经济网北京8月13日讯东瑞股份（001201）(001201.SZ)今日收报17.14元，跌幅3.38%。 东瑞股份于2021年4月28日在深交所主板上市，公开发行股票数量为3167万股，发行价格为63.38元/ 股，保荐机构为招商证券，保荐代表人为罗虎、康自强。 东瑞股份首次公开发行股票募集资金总额为20.07亿元，扣除发行费用后，募集资金净额为18.10亿元。 东瑞股份于2021年4月13日披露的招股说明书显示，该公司拟募集资金18.10亿元，用于紫金东瑞农业发 展有限公司富竹生态养殖项目、连平东瑞农牧发展有限公司传统养殖改高床养殖节能减排增效项目、和 平东瑞农牧发展有限公司高床生态养殖项目、东瑞食品集团股份有限公司致富猪场改扩建(灯塔种猪场 迁改)项目、河源市瑞昌饲料有限公司扩产建设项目、补充流动资金。 东瑞股份首次公开发行股票的发行费用为1.97亿元，其中，保荐及承销费用1.58亿元。 2023年12月27日，东瑞股份披露向特定对象发行股票新增股份变动情况报告暨上市公告书，公司向18家 发行对象共计发行44, ...

8月13日盘中，生猪期货主力合约遭遇一波急速下挫，最低下探至13975.00元。截止收盘，生猪主力合 约报14045.00元，跌幅1.33%。 生猪期货主力跌超1%，对于后市行情如何，相关机构该如何评价？ 机构 核心观点 华联期货 生猪主力11合约区间宽幅震荡 昨日，全国生猪价稳中下跌，全国均价13.9元/公斤，-0.01元/公斤。供应端，前期压栏猪集中出栏冲击 影响，局部地区养殖端虽缩量挺价，但猪价仍承压下跌，供需博弈延续，高温抑制消费，市场情绪偏延 续悲观。盘面目前平水现货，反弹明显乏力，预计整体维持区间震荡。 需求淡季，终端消费依旧疲软，供大于求的局面延续，全国生猪现货价格弱势回调。不过在政策控量的 预期下猪价下跌空间或有限。短期需重点关注出栏节奏及二育情绪变化。中期来看，规模养殖场仍有利 润，主动去产能积极性不高，能繁母猪存栏量仍处高位运行。近期行情受宏观情绪影响波动加剧，主力 11合约区间宽幅震荡，支撑位参考13700，可轻仓买入看涨期权。 中原期货：预计生猪整体维持区间震荡 中原期货 预计生猪整体维持区间震荡 华联期货：生猪主力11合约区间宽幅震荡 ...

Core Insights - The Agricultural and Rural Affairs Department reported price fluctuations in various agricultural products for the first week of August, indicating a mixed trend in the market [1][2]. Price Trends - **Pork Products**: - Average price of piglets: 34.66 CNY/kg, down 1.2% week-on-week and down 21.6% year-on-year - Average price of live pigs: 14.53 CNY/kg, down 0.9% week-on-week and down 28.1% year-on-year - Average price of pork: 25.16 CNY/kg, down 0.2% week-on-week and down 18.1% year-on-year [1]. - **Poultry Products**: - Average price of eggs: 8.75 CNY/kg, down 0.3% week-on-week and down 19.9% year-on-year - Average price of chicken: 22.40 CNY/kg, unchanged week-on-week and down 5.8% year-on-year - Average price of broiler chicks: 3.28 CNY each, up 2.5% week-on-week and down 8.4% year-on-year - Average price of layer chicks: 3.78 CNY each, down 0.3% week-on-week and down 1.0% year-on-year [1]. - **Beef and Lamb Products**: - Average price of beef: 69.85 CNY/kg, up 0.2% week-on-week and up 2.2% year-on-year - Average price of lamb: 68.74 CNY/kg, unchanged week-on-week and down 2.3% year-on-year [1]. Feed Prices - **Corn**: - National average price: 2.50 CNY/kg, unchanged week-on-week and down 3.1% year-on-year - Northeast region average: 2.30 CNY/kg, up 0.4% week-on-week - Guangdong province average: 2.59 CNY/kg, up 0.4% week-on-week [2]. - **Soybean Meal**: - National average price: 3.28 CNY/kg, up 0.3% week-on-week and down 5.2% year-on-year [2]. - **Fattening Pig Feed**: - Average price: 3.39 CNY/kg, unchanged week-on-week and down 3.7% year-on-year - Average price of meat chicken feed: 3.51 CNY/kg, unchanged week-on-week and down 3.0% year-on-year - Average price of egg-laying chicken feed: 3.23 CNY/kg, unchanged week-on-week and down 3.3% year-on-year [2].

农产品日报 | 2025-08-13 二育进场略有增加，猪价维持震荡 中性 风险 无 鸡蛋观点 生猪观点 市场要闻与重要数据 期货方面，昨日收盘生猪 2509合约14230元/吨，较前交易日变动+90.00元/吨，幅度+0.64%。现货方面，河南地区 外三元生猪价格13.68元/公斤，较前交易日变动+0.02元/公斤，现货基差 LH09-550，较前交易日变动-70；江苏地 区外三元生猪价格 13.78元/公斤，较前交易日变动-0.09元/公斤，现货基差LH09-450，较前交易日变动-180；四川 地区外三元生猪价格13.34元/公斤，较前交易日变动+0.00元/公斤，现货基差LH09-890，较前交易日变动-90。 据农业农村部监测，8月12日"农产品批发价格200指数"为114.39，比昨天上升0.24个点，"菜篮子"产品批发价格指 数为114.63，比昨天上升0.28个点。全国农产品批发市场猪肉平均价格为20.26元/公斤，比昨天上升0.3%；牛肉64.49 元/公斤，与昨天持平；羊肉59.85元/公斤，比昨天上升0.8%；鸡蛋7.54元/公斤，比昨天下降0.1%；白条鸡17.55元/ 公斤，比昨天下 ...

Group 1 - The core viewpoint of the article highlights a significant inflow of capital into the livestock sector, with the Livestock ETF (159865) seeing a net inflow of 51 million units, indicating strong investor interest in livestock assets [1] - The policy environment for the livestock sector is improving, as the Ministry of Agriculture and Rural Affairs held a meeting on July 23 to promote high-quality development in the pig industry, emphasizing strict implementation of production capacity control measures [1] - Specific measures discussed include the reasonable elimination of breeding sows, appropriate reduction of breeding sow inventory, and strict control of new production capacity, alongside encouraging collaboration between large enterprises and smallholders to share industry development benefits [1] Group 2 - The Livestock Association plans to hold a meeting on August 13 to discuss concrete measures such as reducing breeding sows by 1 million heads, limiting secondary fattening, and lowering the average weight of pigs at market [1] - Relevant institutions suggest that the livestock sector may have entered a configuration phase, with attention on the marginal changes in the Livestock ETF (159865) [1] - For investors without stock accounts, alternative options include the Guotai CSI Livestock Breeding ETF Link A (012724) and Guotai CSI Livestock Breeding ETF Link C (012725) [1]

（文章来源：证券时报网） 西部牧业8月13日披露，截至8月10日公司股东户数为28200户，较上期（7月31日）减少2500户，环比降 幅为8.14%。 证券时报·数据宝统计，截至发稿，西部牧业最新股价为12.00元，下跌1.48%，本期筹码集中以来股价 累计上涨0.84%。具体到各交易日，4次上涨，5次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入1.87亿元，同比下降20.87%，实现净利 润-981.34万元，同比下降129.95%，基本每股收益为-0.0464元。（数据宝） ...

Core Viewpoint - Yisheng Co., Ltd. (002458) announced that the price for parent stock broiler chicks in September will be 52 yuan per set, indicating a potential price support due to supply constraints in the future [1] Industry Summary - According to the China Animal Husbandry Association, the update of grandparent white feather broilers in the first half of 2025 is expected to be 449,500 sets, representing a nearly 40% year-on-year decline [1] - The reduction in the update of grandparent stock will impact the production capacity of parent stock broiler chicks approximately seven months later, leading to a tighter supply of parent stock broiler chicks in the future [1]