融资方面，牧原股份当日融资买入7070.12万元。当前融资余额50.21亿元，占流通市值的1.91%，融资 余额低于近一年30%分位水平，处于低位。 融券方面，牧原股份11月20日融券偿还4.01万股，融券卖出5000.00股，按当日收盘价计算，卖出金额 24.11万元；融券余量40.97万股，融券余额1975.64万元，超过近一年90%分位水平，处于高位。 资料显示，牧原食品股份有限公司位于河南省南阳市卧龙区龙升工业园区,香港铜锣湾希慎道33号利园1 期19楼1920室，成立日期2000年7月13日，上市日期2014年1月28日，公司主营业务涉及生猪的养殖销 售、生猪屠宰。主营业务收入构成为：生猪98.68%，屠宰、肉食产品25.30%，饲料原料1.63%，其他 0.49%。 11月20日，牧原股份跌0.47%，成交额8.24亿元。两融数据显示，当日牧原股份获融资买入额7070.12万 元，融资偿还8365.94万元，融资净买入-1295.83万元。截至11月20日，牧原股份融资融券余额合计 50.41亿元。 机构持仓方面，截止2025年9月30日，牧原股份十大流通股东中，香港中央结算有限公司位居第三大流 ...

（来源：大佑农饲料） 最近，湖南省农业农村厅发布了新通知，从2025年12月1日起，外省生猪想进湖南，规矩更严了！不但 要"点对点"备案，还必须走指定路线，不然麻烦就大了。 一、新规要点：生猪进湖南，门槛提高了 简单来说，以后不是随便什么猪都能进湖南了。新规规定，只有外省的种猪、小猪，以及来自广东、广 西、福建、江西、海南这中南五省再加湖北、贵州、重庆的屠宰用生猪，才能通过"点对点"备案调进湖 南。 什么叫"点对点"？就是养猪场和接收方要提前登记备案，双方信息要对得上，不能随便找个地方就运过 去了。 更重要的是，所有运猪车必须通过指定的检查通道进入湖南，接受全面检查。湖南省已经优化了29个入 湘检查点，合规车辆可以"扫码快速通行"，但如果运输时间超过8小时，就会被强制抽检非洲猪瘟病 毒。 任何单位和个人都不能接收没有经过指定通道检查并盖章的生猪。这意味着，想绕道走？没门！ 来源：市场资讯 三、新规影响：谁受益？谁吃亏？ 新规实施后，影响是不均衡的。 影响较小的是中南区五省（广东、广西、福建、江西、海南）以及湖北、贵州、重庆，这些省份被明确 列入允许"点对点"调运的范围，意味着它们的合规生猪仍可相对顺畅地进入湖 ...

Core Insights - The article highlights the cultural and economic significance of alpacas in the Andes region, emphasizing their historical role in human civilization and their current status as a vital resource for local communities [1][2][5]. Group 1: Historical Context - Alpacas, along with llamas and other camelids, have coexisted with humans for thousands of years, serving as a crucial resource for textiles and transportation [1]. - Archaeological evidence from sites in Peru indicates that ancient civilizations utilized camelids for sustenance and material needs, showcasing their importance in the Andes [1]. Group 2: Cultural Significance - In Andean civilizations, alpacas have been revered as symbols of wealth and community, with their wool used for clothing and trade, reflecting social status [2]. - The cultural practices surrounding alpacas, such as traditional shearing ceremonies and the use of alpaca wool in weddings and blessings, illustrate their deep integration into local customs and beliefs [4]. Group 3: Economic Impact - Approximately 85% of camelids in the Andes are raised by smallholder farmers, impacting the livelihoods of around 200,000 families and contributing to food security and cultural heritage [2]. - The alpaca industry is transitioning from raw material production to high-value products, with local enterprises combining traditional textile techniques with modern design to access international markets [5][6]. Group 4: Globalization and Market Trends - The Peruvian government recognizes Andean textile traditions as part of national cultural heritage, promoting the preservation and global appreciation of alpaca culture [6]. - The continuous opening of the Chinese market has provided new opportunities for alpaca products, with Peruvian companies participating in international trade fairs to showcase their offerings [6].

Core Insights - The article discusses the upcoming trends in agricultural reform and price changes for grains and livestock in 2026, emphasizing the need for farmers to prepare for these shifts [1][2]. Agricultural Reform Trends - The Chinese government aims for substantial progress in rural revitalization by 2027, focusing on stable agricultural production, livable rural areas, and continuous income growth for farmers [2]. - Key areas of future agricultural reform include technological empowerment, optimization of industrial structure, and green low-carbon transformation [2]. - The number of family farms in China has surpassed 5 million, with 80% of counties piloting cooperative quality improvements, indicating a shift towards larger-scale agricultural operations [1][2]. Price Trends - Prices for corn and wheat have seen significant increases, with wheat prices reaching 2,600 yuan per ton and some premium varieties hitting 2,800-2,900 yuan per ton [3]. - In the Northeast, corn prices are also rising, with state-owned enterprises like COFCO and China Grain Reserves starting to purchase at prices around 2,090 yuan per ton, which is higher than local processing prices [3]. - The pig and livestock markets are experiencing a rebound, with pig prices exceeding 13 yuan per kilogram due to seasonal demand increases [4]. Climate Impact - The emergence of La Niña climate conditions is expected to affect farmers, particularly concerning the risk of grain spoilage and livestock disease [5]. - Farmers are advised to take precautions against potential spoilage by properly storing grains and ensuring vaccination and sanitation in livestock operations [5].

德康农牧(02419)发布公告，于2025年11月20日斥资730.17万港元回购9.84万股股份。 ...

智通财经APP讯，德康农牧(02419)发布公告，于2025年11月20日斥资730.17万港元回购9.84万股股份。 ...

格隆汇11月20日丨德康农牧(02419.HK)公告，11月20日耗资730万港元回购9.8万股。 ...

《促进畜牧业绿色发展倡议》在渝发布 来源：中国新闻网 编辑：熊思怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新网重庆11月20日电 (周毅 贾楠 杨梦逸)20日，第十一届中国畜牧科技论坛在重庆荣昌举行。活动现 场，《促进畜牧业绿色发展倡议》(下称《倡议》)发布。 《倡议》提出，强化科技引领，加快催生绿色畜牧新质生产力。聚焦"种""养""病"等关键环节，加强绿 色品种、绿色技术、绿色装备、绿色投入品和智慧畜牧等关键技术攻关。加大应用场景建设和开放力 度，培育壮大畜牧科技领军企业，搭建技术市场、概念验证、企业孵化和成果转化平台，推动科技创新 和产业创新深度融合。统筹畜牧科技人才、企业人才和技术经理人才发展，壮大绿色畜牧人才队伍。 《倡议》提出，强化种养循环，推进畜牧生产和生态保护协同。推广猪沼果循环等复合种养模式，促进 粮经饲统筹、农牧渔结合，提高畜牧生产综合效益。加强畜禽粪污土地承载力测算技术指南的应用和落 实，推进畜禽粪肥更好还田利用，创新畜牧业废弃物资源化、能源化利用技术体系，推动畜牧养殖节能 降碳、减排扩绿。完善生态环保价值补偿机制，让畜牧废弃物从"处理负担"变成"增值原料 ...

Core Insights - The 11th China Animal Husbandry Science and Technology Forum was held in Chongqing, focusing on high-quality development in the animal husbandry industry, industry chain cooperation, and digital transformation [1][2]. Group 1: Industry Development - Chongqing is leveraging its unique geographical and climatic conditions to develop modern mountain characteristic animal husbandry, focusing on pig and poultry as dominant industries, and expanding into livestock processing and leisure farming [2]. - From 2021 to 2024, Chongqing's animal husbandry sector is projected to achieve a total output value of 313.3 billion yuan, with an average annual growth rate of 5.0% [2]. Group 2: Technological Integration - The forum aims to promote deep integration of digital technology with farming practices, precise matching of biotechnology with breed improvement, and collaborative efforts among government, industry, academia, and research [2]. - Key areas of focus include intelligent equipment, green feed, and disease prevention, with an emphasis on transforming technological achievements into practical applications for enhancing industry quality and efficiency [2]. Group 3: Strategic Initiatives - The forum plays a significant role in accelerating the construction of a national animal husbandry science and technology city and enhancing the industry's influence [2][3]. - Chongqing Rongchang is committed to a strategic approach that includes deepening pig farming, hosting forums, gathering talent, and strengthening the industry, supported by partnerships with over 30 research institutions [3].

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The domestic pig market has entered the off - season of supply and demand after the Mid - Autumn Festival and National Day. Large - scale farms have reduced their slaughter, supporting short - term pig prices. It is expected that both pig and pork supply will decrease this week. The overall consumer willingness of residents has weakened, suppressing short - term fresh pork consumption. The market may see a decrease in both supply and demand this week, with short - term pig prices oscillating downward and mid - term prices maintaining a range - bound pattern. Attention should be paid to the changes in the slaughter rhythm of group farms in the middle of the month and the dynamic changes in the secondary fattening market [8]. - The basis of the 2601 contract is 20 yuan/ton, with the spot price at a discount to the futures price, showing a neutral situation [8]. - As of June 30, the pig inventory was 424.47 million heads, a month - on - month increase of 0.4% and a year - on - year increase of 2.2%. As of the end of June, the inventory of breeding sows was 40.42 million heads, a month - on - month increase of 0.02% and a year - on - year increase of 4.2%, presenting a bearish situation [8]. - The price is below the 20 - day moving average and moving downward, which is bearish [8]. - The net position of the main players is short, and the short positions are decreasing, also indicating a bearish situation [8]. - Recently, both supply and demand of pigs have started to decrease. It is expected that pig prices will bottom out and return to a volatile pattern this week. The LH2601 contract of pigs is expected to oscillate in the range of 11,400 - 11,800 [8]. 3. Summary According to the Table of Contents 3.1 Daily Hints No relevant content provided. 3.2 Recent News - Affected by the arrival of the off - season, after the Mid - Autumn Festival and National Day, the slaughter of large pigs has decreased, resulting in a decrease in both supply and demand of pigs. The spot price is weak in the short term and will maintain a range - bound pattern in the medium term [10]. - After the festivals, the demand for pork has weakened in the short term, but the supply has also decreased, so the room for further decline in the spot price may be limited, and it may show a trend of bottoming out and rebounding [10]. - The loss of domestic pig farming profits has recently expanded, and the enthusiasm for slaughtering large pigs has weakened in the short term. The decrease in both supply and demand supports the short - term expectations of pig futures and spot prices [10]. - After the National Day, the spot price of pigs has bottomed out and rebounded, and the futures will generally maintain a range - bound pattern in the medium term. Further observation of supply and demand growth is needed [10]. 3.3 Bullish and Bearish Factors - **Bullish factors**: The domestic pig supply has entered the off - season after the long holiday, and the room for further decline in the domestic pig spot price may be limited [11]. - **Bearish factors**: The domestic macro - environment is expected to improve due to the preliminary Sino - US trade agreement, and the domestic pig inventory has increased year - on - year [11]. - **Main logic**: The market focuses on pig slaughter and fresh meat demand [11]. 3.4 Fundamental Data - **Inventory data**: As of March 31, the pig inventory was 408.5 million heads, a month - on - month decrease of 5.9% and a year - on - year decrease of 5.2%. As of the end of May 2024, the inventory of breeding sows was 39.96 million heads, a month - on - month increase of 0.2% and a year - on - year decrease of 6.2%. As of June 30, the pig inventory was 424.47 million heads, a month - on - month increase of 0.4% and a year - on - year increase of 2.2%. As of the end of June, the inventory of breeding sows was 40.42 million heads, a month - on - month increase of 0.02% and a year - on - year increase of 4.2% [8][25][26]. - **Price data**: From November 12 to 19, the prices of the main 2601 and far - month 2603 pig futures contracts fluctuated, and the number of pig futures warehouse receipts remained at 90. The spot prices of outer - ternary pigs in different regions also showed certain fluctuations [12]. 3.5 Position Data No relevant content provided other than the fact that the main players' net position is short and the short positions are decreasing [8].