Group 1 - The core transaction of Huadong Co., Ltd. on January 7 involved a block trade of 601,300 shares, amounting to 5.7966 million yuan, with a transaction price of 9.64 yuan per share [2][3] - The buyer of the block trade was Shenwan Hongyuan Securities Co., Ltd. Shanghai Huangpu District Fuzhou Road Securities Business Department, while the seller was an institutional client [2] - Over the past three months, Huadong Co., Ltd. has recorded a total of four block trades, with a cumulative transaction amount of 30.8808 million yuan [3] Group 2 - The closing price of Huadong Co., Ltd. on the day of the transaction was 9.64 yuan, reflecting a decrease of 0.52%, with a daily turnover rate of 1.42% and a total transaction volume of 109 million yuan [3] - The net outflow of main funds for the day was 2.3652 million yuan, and over the past five days, the stock has remained flat with a total net outflow of 9.3023 million yuan [3] - The latest margin financing balance for Huadong Co., Ltd. is 373 million yuan, which has decreased by 3.3866 million yuan over the past five days, representing a decline of 0.90% [3]

猪·牛·禽：养殖周期，破晓见曦 20260106 摘要 2025 年产能政策对生猪市场影响显著，龙头企业利润增速放缓，并下 调 2026 年出栏目标。2026 年上半年猪价预计继续下降，企业需关注 成本控制和现金流管理，行业平均资产负债率已有所下降。 投资策略上，2026 年应关注两类公司：一是成本改善显著的公司，如 牧原股份，关注其潜在分红率和负债下降幅度；二是具备成长性的公司， 如天康生物，通过并购实现成长。同时关注农产品价格波动及生产指标。 白鸡行业经历两年低迷后，中小企业逐步去产能，行业将趋于稳定，预 计稳定盈利、价格及分红将先于猪肉行业实现。当前产业链各环节面临 困难，但去产能为未来恢复奠定基础。 白鸡行业龙头企业如圣农、禾丰、益生在价格低迷期仍保持盈利，毛利 率有所改善，未来价格修复时利润弹性大。关注其通过提高自身能力带 来的盈利增长潜力。 黄鸡市场方面，尽管丽华和温氏等企业扩张，但 2025 年下半年价格回 升，温氏等公司保持盈利。中华土鸡联盟推广黄鸡消费，大型企业延伸 产业链，预计 2026 年黄鸡板块表现将优于 2025 年。 Q&A 2025 年生猪养殖板块的整体表现如何？ 当前白鸡产业链 ...

1、上述披露仅包含公司生猪养殖与销售情况，不包含其他业务。 2、上述数据均未经审计，与定期报告披露的数据之间可能存在差异。因此，上述数据仅作为阶段性数 据，供投资者参考。敬请广大投资者注意投资风险。 登录新浪财经APP 搜索【信披】查看更多考评等级 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！ 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。 新希望六和股份有限公司（以下简称"公司"）下属子公司从事生猪养殖业务。按照《深圳证券交易所上 市公司自律监管指引第3号一一行业信息披露》规定，深交所鼓励从事畜禽、水产养殖业务的上市公司 每月通过临时公告形式披露相关业务销售情况，公司将参照指引相关规定执行。 一、2025年12月份生猪销售情况 公司2025年12月销售生猪180.89万头，环比变动15.40%，同比变动13.66%。收入21.51亿元，环比变动 18.71%，同比变动-10.75%。商品猪销售均价11.28元/公斤，环比变动-2.25%，同比变动-27.27%。 ■ 二、特别提示 特此公告 新希望六和股份有限公司 董 事 会 二○ ...

上期（总第227期）A股绿色周报显示，共有4家上市公司在近期暴露了环境风险。 (记者 刘志远 魏官红) 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自 担。 每经AI快讯，"A股绿色报告"项目监控到的数据显示，温氏股份（300498）间接控股子公司通山温氏育 种科技有限公司通山温氏育种基地建设项目环评审批获原则同意。该项目总投资额达1.5亿元。该审批 信息于2025年12月17日被相关监管机构披露。 "A股绿色报告"项目由每日经济新闻联合环保领域知名NGO公众环境研究中心（IPE）共同推出，旨在 让上市公司环境信息更加阳光透明。本项目基于31个省（区、市）、337个地级市政府发布的权威环境 监管数据，筛选监控上市公司及其旗下公司（包括分公司、参股公司和控股公司）的环境表现，加以专 业数据分析及深入解读，每日智能写作及时发布上市公司AI绿报，每周推出A股绿色周报，定期动态更 新上市公司环境风险榜。 ...

证券日报网讯1月6日，晓鸣股份（300967）发布公告称，截至2025年12月31日，公司通过回购专用证券 账户以集中竞价交易方式累计回购股份数量为1，895，100股，占总股本1.0103%，成交区间11.23元/股 至19.18元/股，已支付21，993，238.00元(不含交易费用)。 ...

格隆汇1月6日丨湘佳股份(002982.SZ)公布，2025年12月份销售活禽444.24万只，销售收入10,430.65万 元，销售均价10.71元/公斤，环比变动分别为21.94%、22.57%、-0.04%，同比变动分别为3.15%、 20.17%、11.55%。2025年度销售活禽4,756.02万只,销售收入95,209.87万元,销售均价9.82元/公斤,同比变 动分别为5.04%、-2.79%、-8.91%。 ...

每经头条（nbdtoutiao）——原指导价34.99万的宝马裸车价22.5万元，多家车企还补贴购置税！2026开 年车市火爆，销售从早到晚忙到没空吃饭 （记者 王晓波） 每经AI快讯，晓鸣股份1月6日晚间发布公告称，截至2025年12月31日，公司通过回购专用证券账户以 集中竞价交易方式累计回购股份数量约为190万股，占公司总股本的1.0103%，成交的最低价格为11.23 元/股，成交的最高价格为19.18元/股，支付的总金额为人民币约2199万元。 ...

竞争优势稳固，利润或将迎来改善 本报告导读： 白鸡产业链价格未来或将逐渐回暖，公司业务集中于利润最丰厚的种鸡环节，且公 司龙头优势明显。未来销量有望继续增长，单羽盈利也将迎来改善。 投资要点： | 风险提示：引种中断，消费不及预期；出现超预期畜禽疫病。 | | | | | | | --- | --- | --- | --- | --- | --- | | [Table_Finance] 财务摘要(百万元) | 2023A | 2024A | 2025E | 2026E | 2027E | | 营业总收入 | 3,225 | 3,136 | 2,989 | 3,514 | 3,873 | | (+/-)% | 52.7% | -2.8% | -4.7% | 17.5% | 10.2% | | 净利润(归母) | 541 | 504 | 196 | 625 | 818 | | (+/-)% | 247.3% | -6.8% | -61.1% | 218.4% | 31.0% | | 每股净收益(元) | 0.49 | 0.46 | 0.18 | 0.56 | 0.74 | | 净资产收益率(%) | 12.2% ...

Group 1 - The core viewpoint of the article highlights that the livestock ETF (159865) has risen over 1.2% due to accelerated de-capacity in the pig farming sector, which may support expectations for the sector [1] - Guosen Securities indicates that leading companies in pig farming are experiencing rapid improvement in cash flow and are expected to transform into dividend stocks, with cost advantages becoming more pronounced amid industry-wide capacity reduction [1] - The feed industry is benefiting from the deepening industrialization of livestock and poultry farming, with clear division of labor, allowing leading feed companies to further enhance their competitive advantages through technology and service [1] Group 2 - The livestock ETF (159865) tracks the CSI Livestock Index (930707), which selects listed companies involved in livestock farming, feed processing, and veterinary drug production from the Shanghai and Shenzhen markets to reflect the overall performance of related securities [1] - The constituent stocks cover the entire livestock industry chain, demonstrating strong industry representativeness [1]

Group 1 - The livestock ETF (159865) rose over 1.2%, with institutions indicating that the accelerated reduction in pig production capacity may support sector expectations [1] - Guosen Securities predicts an imminent reversal in the livestock cycle, optimistic about the domestic meat and dairy sectors experiencing a synchronous upward trend, with livestock companies likely to see high elasticity recovery in performance [1] - Domestic beef production capacity reduction may reach levels comparable to the 2019 pig cycle, with a price turning point expected in 2025, potentially leading to continuous price increases until 2028 [1] Group 2 - Domestic raw milk prices have declined for nearly four years, leading to continuous losses and production capacity exit pressure, while the meat-to-milk price ratio has reached historical highs, likely accelerating the elimination of dairy cows and achieving "meat and milk resonance" [1] - In pig farming, leading enterprises are experiencing rapid cash flow improvement and are expected to transform into profitable entities, with cost advantages becoming more pronounced amid industry-wide capacity contraction [1] - In poultry farming, supply fluctuations are limited, and market conditions are expected to improve with demand recovery, allowing leading companies to achieve higher cash flow dividend returns due to excess unit returns [1] Group 3 - The feed industry benefits from the deepening industrialization of livestock and poultry farming, with clear industry division of labor, and leading feed companies are expected to further enhance competitive advantages through technology and service [1] - The pet sector is emerging as a high-quality consumption track benefiting from long-term demographic trends, with domestic brands rapidly rising, and leading pet food companies showing strong mid-term performance growth certainty [1] Group 4 - The livestock ETF (159865) tracks the CSI Livestock Index (930707), which selects listed companies involved in livestock farming, feed processing, and veterinary drug production to reflect the overall performance of the livestock industry [2] - The constituent stocks cover the entire livestock industry chain, demonstrating strong industry representativeness [2]