Sales Performance - In June 2025, the company sold 112,200 pigs, including 52,300 commercial pigs, 57,800 piglets, and 2,100 breeding pigs, generating sales revenue of 122.40 million yuan, with an average selling price of 14.76 yuan per kilogram for commercial pigs [1]. - From January to June 2025, the total pig sales reached 632,300, comprising 343,600 commercial pigs, 284,900 piglets, and 3,700 breeding pigs, reflecting a year-on-year increase of 5.57%. However, the total sales revenue for this period was 762.52 million yuan, showing a year-on-year decline of 1.23% [1]. Data Disclosure - The sales data provided does not include figures from the company's affiliated companies and is unaudited, which may differ from the data disclosed in regular reports. This data serves as a reference for investors [2].

Sales Performance - In June 2025, the company reported a sales revenue of 122.40 million yuan from live pig sales, with an average selling price of 14.76 yuan per kilogram [1] - The total number of piglets sold was 284,900, and the number of breeding pigs sold was 3,700, representing a year-on-year increase of 5.57% [1] - The cumulative sales revenue from live pigs amounted to 762.52 million yuan, showing a year-on-year decrease of 1.23% [1] Additional Information - The disclosed sales data only includes the company's livestock breeding business and does not account for other business segments [2] - The sales data is preliminary and unaudited, and may differ from the figures reported in periodic disclosures [1]

Group 1 - The article highlights the advancements in agricultural technology in Heyuan, focusing on the implementation of smart farming practices and the cultivation of high-quality crops such as "space rice" and local potato varieties [1][4][6] - The Wanlv Smart Unmanned Farm has achieved full mechanization across 5,200 acres of rice fields, requiring only six workers for daily management, with 1,500 acres demonstrating fully automated operations [9][10][11] - The Guangdong Zhaohua Seed Industry Co., Ltd. is leading efforts in rice breeding, having developed a new variety "Huahang Xiangyin" that has been recognized as a super rice variety for 2025, with plans to plant 250,000 acres in 2024 and generate sales of 9 million yuan [17][18][19] Group 2 - The article discusses the establishment of a potato breeding base in the Lighthouse Basin, which aims to solve the issue of transporting seed potatoes from northern regions to Guangdong, thus enhancing local production capabilities [30][34][36] - The base has successfully cultivated 800 million micro potatoes, which are expected to be used for large-scale planting in the upcoming winter season, contributing to the high-quality development of the potato industry in the province [41][51][52] - The article also mentions the establishment of a modern agricultural complex by Dongrui Co., which combines traditional breeding methods with advanced genetic selection, producing a significant number of breeding pigs and poultry [56][58][70] Group 3 - The article outlines the growth of the pig and poultry breeding industry in Heyuan, with several companies achieving national and provincial recognition for their breeding programs, including the establishment of a state-level core breeding farm [60][61][70] - The Guangdong Huifeng Agricultural Technology Co., Ltd. is investing over 400 million yuan in a poultry breeding base, expected to supply over 4 million quality poultry seedlings annually, with a projected annual output value of around 200 million yuan [70][72][73] - The article emphasizes the importance of protecting and utilizing genetic resources in agriculture, with ongoing efforts to collect and preserve various agricultural species to support innovation in breeding [83][84][88]

金新农（002548）公告，2025年6月生猪销量11.22万头，其中商品猪5.23万头、仔猪5.78万头、种猪0.21 万头，生猪销售收入1.22亿元，商品猪销售均价14.76元/公斤。2025年1-6月，公司生猪销量合计63.23万 头，同比增长5.57%；生猪销售收入合计7.63亿元，同比下降1.23%。 ...

Core Insights - The company Tianbang Food (002124) reported sales of 506,300 commodity pigs in June 2025, including 175,400 piglets, generating a revenue of 675 million yuan with an average selling price of 15.88 yuan per kilogram, showing a month-on-month change of 1.08%, -4.01%, and -2.52% respectively [1] - For the first half of 2025, the company sold 2.9582 million commodity pigs, including 950,300 piglets, with a total revenue of 4.143 billion yuan and an average selling price of 16.19 yuan per kilogram, reflecting a year-on-year change of -1.99%, 3.94%, and -1.16% respectively [1] Sales Performance - In June 2025, the sales volume of commodity pigs was 506,300 heads, with piglet sales accounting for 175,400 heads [1] - The revenue for June 2025 was 675 million yuan, with an average price of 15.88 yuan per kilogram [1] - The sales volume for the first half of 2025 reached 2.9582 million heads, with piglet sales at 950,300 heads [1] Revenue Analysis - The total revenue for the first half of 2025 was 4.143 billion yuan, with an average selling price of 16.19 yuan per kilogram [1] - The year-on-year revenue change for the first half of 2025 was 3.94% [1] - The month-on-month revenue change for June 2025 showed a decrease of 4.01% compared to the previous month [1]

Group 1 - The article highlights various paths to wealth in rural revitalization, including individual efforts, collective industrial upgrades, and strong policy support, creating a vibrant picture of rural development and farmer prosperity [1] Group 2 - In Liaoning Province, farmer Yan Dalei has successfully cultivated 22,000 acres of milk thistle, achieving two harvests per year by planting soybeans after the thistle, significantly increasing land utilization [2] - The annual production of milk thistle extract in Panjin, Liaoning exceeds 1,300 tons, accounting for over 90% of global production, with products exported worldwide [2] Group 3 - The Northeast New Wholesale Market in Beijing is investing in a national agricultural product supply chain center in Panjin, with a total investment of 1.1 billion yuan and a planned area of 250,000 square meters, focusing on a modern fruit trading center [3] - The project aims to enhance the connection between enterprises and farmers, promoting mutual development [3] Group 4 - Zhang Liang, a flower farmer in Yunnan, established a cooperative that has grown to 263 members, cultivating over 2,000 acres of roses, emphasizing high-quality and standardized production [4] - The cooperative has implemented an investment model that allows members to earn income through land leasing, local employment, and year-end dividends, with projected sales revenue of nearly 80 million yuan in 2024 [4] Group 5 - In Ningxia, the beef cattle industry is a pillar of the local economy, with over 6,800 households engaged in cattle farming, supported by policies like "calf subsidies" [5] - By the end of 2025, the expected cattle population in Jingyuan County will reach 120,000, with livestock output value projected to reach 390 million yuan, driving the total industry chain value over 1 billion yuan [5] Group 6 - In Hebei, the county has developed over 4,600 acres of Chinese waxberry through a "company + base + large growers + farmers" model, introducing deep processing products like waxberry tea and oil [7]

投资咨询业务资格：证监许可【2012】669号 中信期货研究|农业策略⽇报 2025-7-4 供给侧产能调整，⽣猪期货反弹 油脂：昨日震荡分化，继续关注美国生柴政策变化 蛋⽩粕：冲高回落，延续震荡 ⽟⽶/淀粉：盘面维持弱势，现货趋稳 ⽣猪：供给侧产能调整，生猪期货反弹 橡㬵胶价依旧跟随商品波动 合成橡㬵：原料偏弱拖拽盘面走低 纸浆：期货反弹延续，现货依旧未跟随 棉花：库存偏低，棉价存支撑 ⽩糖：外盘持续走弱，内外价差走扩 原⽊：供需两弱，震荡运行 【异动品种】 ⽣猪观点：供给侧产能调整，⽣猪期货反弹 信息： （1）现货价格：7月3日，河南生猪（外三元）价格15.3元/千克，环比变 化-0.26%。 （2）期货价格：7月3日，生猪期货收盘价(活跃合约)14370元/吨，环比 变化0.21%。 主要逻辑：近期受产业供给侧改革预期影响，生猪盘面反弹。（1）情绪 上，宏观氛围偏乐观。7月1日上午，据中央财经委员会第六次会议强 调，"引导企业提升产品品质，推动落后产能有序退出"。生猪产业当前 供给过剩，落后产能出清或给行业带来向好预期。（2）现货市场偏强， 基本面与宏观情绪形成共振。首先，今年年初的仔猪腹泻扰动略高于去 ...

农产品日报 | 2025-07-04 养殖端持续挺价，猪价偏强震荡 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14370元/吨，较前交易日变动+30.00元/吨，幅度+0.21%。现货方面，河南地区 外三元生猪价格15.30元/公斤，较前交易日变动-0.04元/公斤，现货基差 LH09+930，较前交易日变动-70；江苏地 区外三元生猪价格 15.64元/公斤，较前交易日变动+0.10元/公斤，现货基差LH09+1270，较前交易日变动+70；四 川地区外三元生猪价格14.86元/公斤，较前交易日变动+0.18元/公斤，现货基差LH09+490，较前交易日变动+150。 据农业农村部监测，7月3日"农产品批发价格200指数"为112.17，比昨天下降0.21个点，"菜篮子"产品批发价格指数 为112.13，比昨天下降0.24个点。全国农产品批发市场猪肉平均价格为20.29元/公斤，比昨天下降1.2%；牛肉63.67 元/公斤，与昨天持平；羊肉59.20元/公斤，比昨天下降0.9%；鸡蛋7.07元/公斤，比昨天下降0.4%；白条鸡17.18元/ 公斤，比昨天上升0.5%。 市场分析 综合 ...

Group 1 - The core viewpoint indicates that the pig price is expected to maintain a central level above 15 yuan/kg in 2025 due to limited supply growth and cautious breeding practices [1][2] - The industry is experiencing a supply gap, with a notable increase in piglet losses due to a virus mutation, which is expected to drive up pig prices in Q3 2025 [1] - Recent government policies aim to regulate the pig industry, including measures to curb low-price competition and promote the orderly exit of outdated production capacity [1][2] Group 2 - The pig price is under significant downward pressure in H2 2025, but multiple government policies are expected to support price increases and alleviate CPI pressure [2] - The overall investment logic in the pig sector is improving due to supply contraction and macroeconomic catalysts, suggesting a positive outlook for investment [2] - The CSI Livestock Breeding Index reflects the performance of listed companies involved in livestock feed, veterinary drugs, and breeding, with the top ten weighted stocks accounting for 65.27% of the index [2]

截至6月底，锡林郭勒盟17家锡林郭勒羊区域公用品牌授权企业已与5000余户牧民签订锡林郭勒羊收购 协议，锁定羊源达117.29万只。 "锡林郭勒羊品牌将持续深化'生态优选、品牌引领'双核驱动战略，通过进一步完善全链条品质溯源体 系，将绿色生产优势转化为市场竞争优势，在筑牢我国北方重要生态安全屏障的征程中，打造促进农牧 民增收的优质绿色品牌。"锡林郭勒盟品牌建设促进中心主任王晓伟说。(记者 朱媛丽) 羊源锁定工作是授权企业优先以嘎查为单位，集中连片提前锁定优质羊源，与嘎查、合作社、牧户签订 收购订单合同，从源头保证每只羊都是纯正的锡林郭勒羊。企业为锁定羊源佩戴追溯耳标，录入锡林郭 勒羊追溯防伪系统，实现羊源全程追溯、品牌产品"一物一码"，确保每一只品牌羊均具备"未经杂交、 未经育肥、品种纯正、天然饲养"的核心品质。同时，企业加强出栏及生产环节监管，杜绝非订单羊源 进入屠宰加工流程，品牌产品粘贴追溯二维码标签，引导消费者"识标选羊"，确保锁定羊源信息真实 性。 朝伦巴特所说的缴纳社保，是锡林郭勒羊品牌授权企业苏尼特左旗满都拉图肉食品有限公司创新推出 的"订单+社保"融合模式，由该公司出资为洪格尔苏木5个边境嘎查的 ...