Core Insights - In 2025, the Heyuan Customs is expected to supervise the supply of over 287,000 live pigs to Hong Kong and Macau, accounting for 23.4% of the national total, maintaining its position as the leading city in China for this supply for ten consecutive years [1][2] Group 1 - The implementation of a "green channel" with "pre-reporting and inspection, and inspection on demand" allows customs officers to monitor the health status of pigs in real-time using 5G video technology, ensuring that live pigs can be transported to Hong Kong and Macau on the same day [1] - To meet the increased demand for live pigs during holidays, Heyuan Customs has established a "holiday no-break" customs guarantee mechanism, enabling rapid remote monitoring and inspection of nearly 300 batches of live pigs during holiday periods, with the fastest completion time being 40 minutes for new batches [1] - In terms of source control, Heyuan Customs has introduced a "production reporting + on-site verification" regulatory model, where customs officers conduct thorough checks on pig numbers at breeding enterprises, guiding them to improve their self-breeding and self-raising records [1] Group 2 - In 2025, Heyuan Customs identified 36 risk points during inspections and synchronized these with a remote monitoring system, creating a seamless connection between source prevention and outbound inspection, thus forming a complete regulatory closed loop [1] - The next steps for Heyuan Customs include further deepening the integration of "regulation + service" models, continuously optimizing remote smart regulatory measures, and enhancing the comprehensive prevention network to benefit more enterprises [2]

Group 1 - The main contract for live pig futures experienced a rapid increase, reaching a peak of 12,085.00 yuan, and closed at 12,010.00 yuan with a rise of 1.82% [1] - Overall, the market sentiment remains bearish despite the recent rebound, as demand for large pigs has weakened post-New Year, leading to a contraction in price differentials [2] - The market is expected to show a steady yet strong trend, with supply-side participants maintaining a cautious approach and demand from slaughterhouses not meeting expectations [3] Group 2 - The price of live pigs is anticipated to fluctuate within the range of 11,700 to 11,900 yuan, with regional price variations observed across different areas [3] - The overall market dynamics indicate a continued struggle between supply and demand, with the potential for price adjustments based on the outflow of large pigs and the reduction of breeding sows [3]

Group 1 - The core viewpoint of the article highlights the sales performance of Huatong Co., Ltd. in December 2025, indicating a mixed trend in both pig and chicken sales [1] Group 2 - In December 2025, the company sold 248,319 pigs, with a month-on-month change of 0.35% and a year-on-year change of 19.25% [1] - The sales revenue from pig sales in December 2025 was 342.30 million yuan, showing a month-on-month decrease of 0.41% and a year-on-year decrease of 11.13% [1] - The average selling price of commercial pigs in December 2025 was 11.37 yuan per kilogram, which is a decrease of 1.13% compared to November 2025 [1] Group 3 - The company sold 920,200 chickens in December 2025, reflecting a month-on-month increase of 5.12% but a year-on-year decrease of 31.30% [1] - The sales revenue from chicken sales in December 2025 was 15.29 million yuan, with a month-on-month increase of 11.63% and a year-on-year decrease of 31.92% [1] - The year-on-year decrease in chicken sales quantity is attributed to a reduction in the number of chickens marketed [1]

Group 1 - The core point of the news is that Luoniushan's stock price has been declining for six consecutive days, with a total drop of 7.09% during this period, currently trading at 8.13 yuan per share and a market capitalization of 9.362 billion yuan [1] - Luoniushan Co., Ltd. is primarily engaged in pig farming and slaughtering, cold chain business, real estate, and education services, with the main business revenue composition being: livestock industry 64.60%, food processing 13.46%, education 7.73%, real estate 7.16%, warehousing and logistics 4.05%, and others 2.99% [1] Group 2 - Among the top ten circulating shareholders of Luoniushan, a fund under Southern Fund holds a position, specifically the Southern CSI 1000 ETF (512100), which reduced its holdings by 110,000 shares in the third quarter, now holding 8.4238 million shares, accounting for 0.73% of circulating shares [2] - The Southern CSI 1000 ETF (512100) has a current scale of 76.63 billion yuan, with a year-to-date return of 8.02% and a one-year return of 49.62% [2]

Group 1 - After the New Year, the live pig spot price has shown a fluctuating trend within a range, with supply pressure easing at the beginning of January due to a reduction in the number of pigs being marketed by large farming groups [1] - As of the end of October 2025, the number of breeding sows in the country was 39.9 million, a decrease of 450,000 heads (1.1% decline), marking the first time since 2019 that the number fell below 40 million [1] - The core logic behind capacity reduction is profit, with pig farming enterprises entering a loss phase in late September 2025, but the loss was small and short-lived, leading to a recovery in profits by year-end [2] Group 2 - Market enthusiasm for replenishing stock has increased again after the New Year, driven by low secondary breeding inventory and a limited number of large pigs in the hands of smallholders [3] - The supply rhythm and price uncertainty are significantly influenced by secondary fattening, with the utilization rate of pig pens dropping to around 30% by the end of December due to increased selling pressure from smallholders [2][3] - The live pig spot price has returned to a fluctuating pattern, with a notable decline in market demand after the New Year, particularly in northern regions, which has suppressed spot prices [4]

农产品日报 | 2026-01-14 猪价窄幅波动，观察压力变化 生猪观点 市场要闻与重要数据 全国大部地区猪价维持上涨态势，其中南方相对北方偏强，全国高价区主要集中在华东局地，价格高点接近14.0。 养殖端整体出栏积极性仍然一般，中旬的出栏节奏逐渐稳步提升，下旬或面临一定出栏压力。屠宰端反馈白条的 走货有所放缓，需求端跟进稍显不足，对高价猪源接受度转弱。从距离春节时间上看预计二次育肥大量再入场的 概率低。关注下旬供需双增背景下猪价的变动趋势。 策略 中性 风险 疫病情况 鸡蛋观点 市场要闻与重要数据 期货方面，昨日收盘鸡蛋 2603合约2990元/500 千克，较前交易日变动-30.00元，幅度-0.99%。现货方面，辽宁地 区鸡蛋现货价格3.27元/斤，较前交易日变动+0.09，现货基差 JD03+280，较前交易日变动+120；山东地区鸡蛋现 货价格3.60元/斤，较前交易日变动+0.10，现货基差 JD03+610，较前交易日变动+130；河北地区鸡蛋现货价格3.16 元/斤，较前交易日变动+0.05，现货基差 JD03+170，较前交易日变动+80。 期货方面，昨日收盘生猪 2603合约11795元 ...

智通财经APP获悉，国家统计局数据显示，据对全国流通领域9大类50种重要生产资料市场价格的监测显示，2026年 1月上旬与2025年12月下旬相比，27种产品价格上涨，20种下降，3种持平。其中，生猪价格比上期涨0.8元/千克， 涨幅6.8%。 | 产品名称 | 单位 | 本期价格 (元) | 比上期 价格涨跌 | 涨跌幅(%) | | --- | --- | --- | --- | --- | | | | | (元) | | | 1 、 黑色金属 | | | | | | 螺纹钢(Φ20mm, HRB400E) | 발 | 3191.6 | 7.0 | 0.2 | | 线材(Φ8-10mm,HPB300) | 립 | 3385.9 | 6.8 | 0.2 | | 普通中板(20mm,Q235) | 官 | 3341.7 | -10.6 | -0.3 | | 热到普通板卷(4.75-11.5mm,Q235) | 를 | 3275.3 | 2.2 | 0.1 | | 十维钢管(219*6,20#) | 監 | 4051.3 | -13.7 | -0.3 | | 角钢(5#) | 발 | 3410.5 | -10. ...

1. Report Industry Investment Rating - No relevant information found 2. Core Viewpoints of the Report - On the supply side, pig slaughter is expected to increase slightly until the first half of next year. The enthusiasm for second - round fattening before the New Year increased, and the utilization rate of second - round fattening pens rose slightly. In January, the planned slaughter volume of sample breeding enterprises decreased by 3.1% month - on - month, and currently, the breeding end is in normal slaughter mode [7]. - On the demand side, after the spot price increase, second - round fattening has decreased and is mainly in a wait - and - see mode, with weak replenishment demand. The demand for curing and sausage - making is near the end, terminal consumer consumption has returned to the pre - holiday level, and the orders of slaughtering enterprises are average after the holiday. The operating rate and slaughter volume of slaughtering enterprises have decreased slightly. On January 13, the slaughter volume of sample slaughtering enterprises was 186,600 heads, a decrease of 2,200 heads from the previous day, 3,000 heads week - on - week, and 5,600 heads month - on - month [7]. - Overall, for the spot market, the consumption peak has passed, supply is relatively loose, and the spot price will be mainly volatile. For the futures market, pig supply is expected to continue to increase slightly, the pressure of second - round fattening is still relatively high compared to the same period last year, which continues to exert downward pressure. However, the more severe epidemic in the north in the early stage boosted the 03 contract. Currently, the market feedback shows that the epidemic does not continue to spread and only occurs sporadically seasonally. Be vigilant against the risk of price decline and continuously monitor the progress of the epidemic [7]. 3. Summary by Relevant Catalogs 3.1 Market Review and Operation Suggestions - Futures: On the 13th, the main 2603 contract of live pigs opened flat and then fluctuated higher, closing with a positive line at the end of the session. The highest price was 11,840 yuan/ton, the lowest was 11,730 yuan/ton, and the closing price was 11,795 yuan/ton, up 0.08% from the previous day. The total open interest of the index decreased by 10,254 lots to 355,333 lots [6]. - Spot: On the 13th, the average price of ternary pigs nationwide was 12.75 yuan/kg, up 0.03 yuan/kg from the previous day [6]. 3.2 Industry News - According to Yongyi Consulting data, in the week of January 8, the average market sales price of 15kg piglets was 366 yuan/head, an increase of 45 yuan/head from the previous week [8][10]. 3.3 Data Overview - As of January 8, the average profit and loss per self - bred and self - raised pig was basically balanced, an increase of 28 yuan/head week - on - week; the average profit per pig from purchasing piglets was - 129.8 yuan/head, an increase of 31 yuan/head week - on - week [19]. - In the week of January 8, the average slaughter weight of live pigs was 128.54kg, a decrease of 0.12kg from the previous week, with a week - on - week decline of 0.09% [19].

据悉，该规范明确了肉牛能繁母牛在饲养管理中的一般要求，并分别对后备牛、妊娠期、围产期及 哺乳期等关键阶段提出具体技术规范，适用于规模化肉牛养殖场的能繁母牛饲养管理。 省农牧良种场相关负责人表示，近年来，省农牧良种场以秦川牛、关中驴等品种标准化工作为切入 点，联合西北农林科技大学等高校、科研单位，推进相关标准研制工作。《肉牛能繁母牛饲养管理技术 规范》实施后，将有助于指导养殖户实现科学饲养，优化繁殖管理，提高产犊效率与质量，夯实肉牛产 业生产基础，更好地引领农牧业高质量发展。（记者：吴莎莎） 1月12日，记者从省农业农村厅获悉：由省农牧良种场牵头起草的《肉牛能繁母牛饲养管理技术规 范》日前已顺利通过陕西省畜牧业协会团体标准技术委员会组织的技术审查。 ...

Group 1 - The core viewpoint of the article highlights the successful introduction of the "Xianghai Flying Goose" breed in Tongyu County, which has led to the establishment of a large-scale breeding cluster, becoming a new highlight in rural industrial revitalization [1] Group 2 - Tongyu County has leveraged the introduction of a national-level livestock genetic resource from Jilin Province to enhance its agricultural practices [1] - The breeding of "Xianghai Flying Goose" has contributed to the local economy and the revitalization of rural industries [1]