智通财经记者从大北农集团方面获悉，该公司创始人、董事长邵根伙博士于2026年2月3日因病逝世，享 年60岁。 另据"微观三农"微信公众号消息，2月3日，大北农集团创始人、董事长邵根伙逝世。公司董事会于2月4 日凌晨向内部通报了这一消息，称后续事宜将按程序推进，并以正式公告为准。目前，公司未对外披露 治丧安排与继任人选。 邵根伙1965年出生于浙江金华，1982年入读于浙江农业大学，1991年获得农学博士学位。1993年12月， 邵根伙辞去了北京农学院教师职务，以2万元创办了北京大北农饲料科技有限责任公司，后担任北京大 北农科技集团股份有限公司董事长、总裁职务。他的主要社会职务包括：中国饲料工业协会副会长、中 国动物保健品协会副理事长、中国农业技术推广协会副会长、中国种业协会副会长、中国畜牧业协会副 会长、中关村农业生物技术产业联盟理事长等。 邵根伙曾多次向高校、科研机构大额捐款。 例如，2017年6月，邵根伙再次回到母校，向浙江大学教育基金会捐赠，并与浙大签署战略合作框架协 议。该捐赠将在四年内分批捐资4亿元人民币，专项支持浙江大学紫金港校区西区图书馆、档案馆大楼 建设及"浙江大学农科大师汇聚计划"、"浙江大 ...

2月4日，大北农发布公告称，公司实际控制人、董事长邵根伙于2026年2月3日因病逝世，享年60岁。 资料显示，邵根伙，1965年出生，中共党员，中国农业大学农学博士。曾任教于北京农学院。1994年10月创建北京大北农科技集团股份有限公司。生前任 北京大北农科技集团股份有限公司党委书记、董事长，北京大北农生物技术有限公司董事长，兼任浙江大学校董，中关村科技企业家协会会长、全国工商 联执行委员会委员、全联农业产业商会常务会长，北京市工商业联合会（北京市商会）副会长、中国饲料工业协会常务副会长、中国畜牧业协会副会长、 战略咨询委员会常务委员、中国农业技术推广协会副会长、中关村高新技术企业协会副会长、中国兽药协会副会长、北京中关村农业生物技术产业联盟理 事长、中国奶业协会副会长、龙商总会副会长、黑龙江省科技咨询委员会成员、全国农业企业发展联盟饲料产业联盟副主席、中国林牧渔业经济学会第五 届理事会理事、中国畜牧兽医学会副理事长、常务理事、中国农业国际合作促进会国际农业智库副主席、中国农村专业技术协会副理事长、中国植物营养 与肥料学会副理事长、吉林省人民政府高端智库专家、山西农业大学名誉校长等。 邵根伙曾荣获"全国民营科 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002311 | 海大集团 | 53.67 | 4.15% | 14.98万 | 7.96亿 | | 603609 | 末丰股份 | 7.42 | 1.92% | 5.93万 | 4362.88万 | | 001366 | 播恩集团 | 14.46 | 1.90% | 4.33万 | 6220.39万 | | 603668 | 天马科技 | 15.80 | 1.80% | 1 20.15万 | 3.21亿 | | 002100 | 天康生物 | 7.13 | 1.42% | 25.50万 | 1.80亿 | | 603151 | 邦墓科技 | 18.75 | 1.41% | 3.27万 | 6118.84万 | | 002696 | 百洋股份 | 7.64 | 1.33% | 6.99万 | 5335.42万 | | 002567 | 唐人神 | 4.40 | 1.15% | 24.67万 | 1.08亿 | | 603363 | 傲农生物 | 4 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：浙股 2月3日，大北农创始人、董事长邵根伙不幸在京病逝，享年60岁。 邵根伙博士1965年出生于浙江金华，1982年考入浙江农业大学畜牧专业，中国农业大学博士毕业，是中 国第一位猪营养学博士。 1991年，邵根伙在北京农学院任教，成为该校第一位博士教师。 1993年，邵根伙以2万元资金创办大北农。2010年，大北农在深交所上市，逐渐成长为覆盖种业、饲 料、动保等全产业链的农业高科技企业，最新市值177.59亿元，邵根伙持股21.58%。 邵根伙热心公益，近10年持续对外捐赠： 2022年7月18日：大北农集团向东北农业大学捐赠1亿元人民币。 2022年7月5日：大北农集团出资1亿元与四川农业大学共建现代产业学院。 2022年3月25日：邵根伙个人向中国农业科学院作物科学研究所"庄巧生小麦奖励基金"捐赠500万元。 2022年3月5日：大北农投入3亿元与南京农业大学共建高级别动物生物安全实验室，并捐赠专项资金支 持南京农大教育事业发展。 2022年2月22日：邵根伙个人向福建农林大学捐赠1.6亿元。 2022年1月12日：邵根伙个人 ...

Core Insights - The company has maintained strategic momentum and delivered solid performances in the Food and Feeds segments despite challenging market conditions in Fuels [2][3] - A growth plan for the food business aims to establish a national network of scale [2] - The Fuels segment faced suppressed demand for domestic heating oil and commercial gas oil, impacting volume and margins [3] Financial Performance - Revenue decreased primarily due to lower oil prices, with solid performances in Food and Feeds being offset by difficulties in Fuels [4] - Profit metrics were lower than the previous year, reflecting the impact of market conditions [4] - Despite lower profits, the company retains a positive cash balance and has declared an interim dividend [4]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The pig price is weakening, and supply pressure remains after the festival, with the current industry breeding profit turning positive and the sentiment for replenishment continuing to recover [2][12] - The industry policy is undergoing a profound transformation, focusing on protecting farmers' rights and activating enterprise innovation, which may lead to a better performance of growth stocks in the future [3][12] - The high-quality development of the industry is imperative, with cost-leading and farmer-linked enterprises likely to enjoy excess profits and valuation premiums [3][13] Summary by Sections 1. Swine Industry - The swine breeding sector has seen a slight increase of 0.2%, gradually digesting concerns about slow capacity reduction [2][12] - The average weight of pigs for slaughter has decreased from high levels, with prices adjusting weakly to 12.31 CNY/kg [2][12] - The price of 7 kg piglets has risen to 367 CNY, indicating a weak expectation for capacity reduction [2][12] - The policy shift towards protecting farmers' rights and promoting innovation is expected to positively influence pig prices and profitability in 2026 [3][12] 2. Poultry Industry - The poultry sector is experiencing a contradiction of "high capacity, weak consumption," with the price of broiler chickens at 3.7 CNY/kg, down 3.4% week-on-week [4][13] - The impact of avian influenza in France may lead to a reduction in imported breeding chickens, potentially increasing prices for parent stock [4][13] - Integrated enterprises and contract farming are expected to expand market share in 2026 [4][14] 3. Feed Industry - The prices of various aquatic products have rebounded, with significant year-on-year increases for some species [5][15] - Hai Da Group is recommended due to its clear long-term growth path and plans to increase its dividend payout ratio [6][15][16] - The company aims for a global sales target of 100 million tons by 2050, with ongoing overseas market expansion [6][16] 4. Pet Industry - The pet industry is facing pressure with concerns over Q4 2025 performance, but there are signs of recovery in domestic sales [7][17] - Companies like Zhongchong and Peidi are recommended for their strong domestic sales growth potential [7][17] 5. Agricultural Products - Domestic soybean meal prices have increased slightly, supported by weather disturbances and procurement demand [8][18] - Corn prices have shown fluctuations, with a slight decrease due to reduced channel stocking [8][18] - The price of eggs has decreased, indicating a potential peak in trade inventory [8][18]

Core Viewpoint - As of January 31, 2026, the total number of shareholders for Yuehai Feed (001313) is reported to be 21,822 [1] Company Information - Yuehai Feed has engaged with investors through an interactive platform to provide updates on shareholder statistics [1]

Group 1 - The feed sector experienced a slight increase of 0.34% on February 3, with Tianma Technology leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Tianma Technology's stock price rose by 4.51% to 15.52, with a trading volume of 158,200 shares and a transaction value of 242 million yuan [1] Group 2 - The feed sector saw a net outflow of 99.92 million yuan from institutional investors, while retail investors contributed a net inflow of 53.17 million yuan [2] - The top individual stocks in terms of net inflow from retail investors included Haida Group with 24.68 million yuan and Jin Xin Nong with 14.53 million yuan [3] - Conversely, stocks like Petty Holdings and Haofeng Holdings experienced significant net outflows from institutional investors, with -4.36 million yuan and -3.34 million yuan respectively [3]

Core Viewpoint - Guangdong Haid Group Co., Ltd. has announced the progress of its share repurchase plan, indicating a total repurchase of 13,194,845 shares, representing 0.79% of the total share capital, with a total expenditure of 719 million yuan as of January 31, 2026 [2][4]. Group 1: Repurchase Progress - As of January 31, 2026, the company has repurchased a total of 13,194,845 shares, which is approximately 0.79% of its total share capital [2]. - The highest transaction price during the repurchase was 59.50 yuan per share, while the lowest was 52.25 yuan per share, with a total payment of 71.86 million yuan (excluding transaction fees) [2]. Group 2: Compliance with Regulations - The company emphasized that the repurchase strictly adheres to relevant laws and regulations, as well as the established repurchase plan [3]. - During the repurchase period, the company did not execute repurchases during significant events that could impact the stock price or during other specified circumstances by the China Securities Regulatory Commission and Shenzhen Stock Exchange [3]. - The company followed regulatory requirements regarding the pricing and timing of share repurchases [3]. Group 3: Future Plans - The company plans to continue implementing the repurchase scheme based on market conditions within the designated timeframe [4]. - The company will fulfill its information disclosure obligations in accordance with relevant laws and regulations during the repurchase period [4].

Investment Rating - The industry investment rating is maintained as "Recommended" [1] Core Insights - The report highlights a continuous decline in pig prices while chick prices have seen an increase [2] - The Consumer Price Index (CPI) for December 2025 shows a year-on-year increase of 16% [2] - The report indicates significant price fluctuations in various agricultural products, with specific attention to the livestock sector [2][29] Summary by Sections Industry Overview - The agricultural sector, particularly livestock, is experiencing varied price movements, with pig prices at 12.25 yuan/kg, down 4.97% [29] - Chick prices have increased to 3.88 yuan/500g, reflecting a rise of 2.92% [29] Price Trends - The report notes a 11.54% increase in chick prices, indicating a potential shift in market dynamics [29] - The report also provides a detailed analysis of price changes in grains and oils, with domestic corn priced at 2271.43 yuan/ton, showing a 0.25% increase [22] Valuation Levels - As of January 30, 2026, the TTM (Trailing Twelve Months) P/E ratio for the industry is reported at 21.52, indicating a valuation perspective [18] - The report compares the agricultural sector's valuation against historical averages, suggesting potential investment opportunities [19] Important Announcements - The report includes significant announcements related to price changes and market conditions, emphasizing the importance of monitoring these trends for investment decisions [20]