罗牛山1月6日披露，截至12月31日公司股东户数为127800户，较上期（12月20日）减少10800户，环比 降幅为7.79%。 （文章来源：证券时报网） 证券时报·数据宝统计，截至发稿，罗牛山最新股价为8.82元，上涨1.26%，本期筹码集中以来股价累计 下跌7.45%。具体到各交易日，4次上涨，6次下跌，其中，涨停1次。 公司发布的三季报数据显示，前三季公司共实现营业收入16.29亿元，同比下降36.82%，实现净利润 279.93万元，同比下降99.14%，基本每股收益为0.0024元，加权平均净资产收益率0.07%。 ...

农产品日报 | 2026-01-06 二育略有升温，猪价相对稳定 生猪观点 市场要闻与重要数据 期货方面，昨日收盘鸡蛋 2601合约2992元/500 千克，较前交易日变动+59.00元，幅度+2.01%。现货方面，辽宁地 区鸡蛋现货价格2.84元/斤，较前交易日变动+0.00，现货基差 JD01-152，较前交易日变动-59；山东地区鸡蛋现货 价格3.10元/斤，较前交易日变动+0.00，现货基差 JD01+108，较前交易日变动-59；河北地区鸡蛋现货价格2.87元/ 斤，较前交易日变动+0.07，现货基差 JD01-122，较前交易日变动+51。 市场分析 节后猪价整体维持震荡走势，南北地区略有分化。局地二育情绪仍有所上升，截流部分标猪供应，随情绪好转1月 上旬的生猪价格预计有一定支撑，需关注下旬养殖端的增量出栏情况是否对猪价形成压制。 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，昨日收盘生猪 2603合约11660元/吨，较前交易日变动-135.00元/吨，幅度-1.14%。现货方面，河南地区 外三元生猪价格12.74元/公斤，较前交易日变动+0.25元/公斤，现货基差 LH0 ...

Core Viewpoint - The piglet prices in China have shown a slight increase due to strong demand for restocking among farmers, although they remain lower than the same period last year [1] Price Trends - The average price of piglets in the first week of January was 23.45 yuan per kilogram, reflecting a week-on-week increase of 1.3% but a year-on-year decrease of 28.4% [1] - Prices increased in 23 provinces including Liaoning, Shanghai, Fujian, Jiangsu, and Jiangxi, while 5 provinces such as Tianjin, Guizhou, Qinghai, Guangdong, and Yunnan saw price declines, with Ningxia remaining stable [1] Regional Price Differences - The highest piglet prices were recorded in South China at 27.58 yuan per kilogram, while North China had the lowest prices at 21.72 yuan per kilogram [1]

Sales Performance Summary - In December 2025, the company sold 6.98 million pigs, a year-on-year decrease of 14.75% [2] - The average selling price of pigs was 11.41 yuan per kilogram, down 25.38% year-on-year [2] - Total sales revenue from pigs was 9.667 billion yuan, reflecting a year-on-year decline of 36.06%, primarily due to fluctuations in the pig market [2] Breeding Stock Information - As of the end of December 2025, the company had a breeding sow inventory of 3.232 million heads [4] Corporate Governance - On January 5, 2026, the company held its 11th meeting of the 5th Board of Directors, where it appointed Gao Tong as the Chief Financial Officer (CFO) [8] - The appointment was approved unanimously by the board members present [8] Convertible Bond Information - The company issued 95.5 million convertible bonds with a total value of 9.55 billion yuan, which began trading on September 10, 2021 [12] - The conversion price for the bonds was set at 44.26 yuan per share as of October 16, 2025 [12][21] - As of December 31, 2025, the remaining number of convertible bonds was 95,430,305, with a total remaining value of 9.543 billion yuan [22]

Core Insights - Papua New Guinea's Eastern Highlands Province has launched key agricultural projects aimed at increasing farmers' income and promoting local industry development [1] Group 1: Agricultural Projects - Instant coffee processing plant: The Kamita coffee three-in-one instant coffee processing plant is set to commence operations, equipped with high-tech facilities, and will directly purchase coffee beans from local and surrounding highland provinces, reducing intermediaries and enhancing growers' earnings [1] - Sweet potato feed processing pilot: A pilot project for sweet potato feed processing has been initiated in the Kafana community, with future plans to expand to processing cassava, bananas, and corn. The project also aims to establish an incubation center to assist in the commercialization of agricultural products, alleviating high export costs and risks for farmers [1] - Government cattle farm revival project: The Kolofegau government cattle farm is being revitalized and transformed into a distribution center, with a breeding farm established in collaboration with Zifasin in Morobe Province. This project aims to reduce reliance on frozen meat imports and position the Eastern Highlands Province as a meat production area [1] - Chinese-assisted mushroom grass technology demonstration base: A demonstration base for mushroom grass and highland rice technology has been set up in the Kominis community. This technology is characterized by low costs, quick results, and good ecological benefits, having achieved significant success in poverty alleviation in China. Chinese experts have begun training to enhance agricultural productivity and farmers' livelihoods in Papua New Guinea [1] Group 2: Strategic Alignment - The aforementioned projects align with the "2022 Agricultural Development Report of Koroka Province" and the national agricultural strategic plan. The Eastern Highlands Provincial Government has expressed its commitment to continue advancing related agricultural projects to promote sustainable economic growth [1]

格隆汇1月5日丨益生股份(002458.SZ)公布，2025年12月白羽肉鸡苗销售数量6,174.34万只，销售收入 25,964.37万元，同比变动分别为39.55%、43.32%，环比变动分别为20.09%、20.60%。益生909小型白羽 肉鸡苗销售数量641.43万只，销售收入708.09万元，同比变动分别为7.62%、-6.27%,环比变动分别 为-22.07%、-6.84%。 公司2025年12月种猪销售数量3,345头，销售收入774.20万元，同比变动分别为-42.85%、-44.82%，环比 变动分别为-69.95%、-75.76%。 ...

益生股份(002458.SZ)披露2025年12月鸡苗和种猪销售情况，公司2025年12月白羽肉鸡苗销售数量 6,174.34万只，销售收入2.6亿元，同比变动分别为39.55%、43.32%，环比变动分别为20.09%、 20.60%。益生909小型白羽肉鸡苗销售数量641.43万只，销售收入708.09万元，同比变动分别为 7.62%、-6.27%,环比变动分别为-22.07%、-6.84%。 公司2025年12月种猪销售数量3,345头，销售收入774.20万元，同比变动分别为-42.85%、-44.82%，环比 变动分别为-69.95%、-75.76%。 益生股份(002458.SZ)披露2025年12月鸡苗和种猪销售情况，公司2025年12月白羽肉鸡苗销售数量 6,174.34万只，销售收入2.6亿元，同比变动分别为39.55%、43.32%，环比变动分别为20.09%、 20.60%。益生909小型白羽肉鸡苗销售数量641.43万只，销售收入708.09万元，同比变动分别为 7.62%、-6.27%,环比变动分别为-22.07%、-6.84%。 ...

Core Viewpoint - The article highlights the efforts made by Tengchong City in Yunnan Province to address issues such as grassland loss, declining ecological functions, and low grassland utilization through various initiatives aimed at promoting cattle farming and rural revitalization [2] Group 1 - Tengchong City has implemented artificial grass planting, grass seed breeding, soil and water conservation, and ecological restoration monitoring management platform construction to combat grassland degradation [2] - The development of high-quality forage resources in the Dongshan pasture serves as a foundation for the growth of beef cattle farming [2] - The initiatives aim to promote the integration of related industries, contributing to rural revitalization efforts [2]

Core Insights - The Albas white cashmere goat has significantly improved the income of local herders in Inner Mongolia, with one herder projecting an income of over 1 million yuan by 2025, and a net income of over 200,000 yuan after expenses [1][3] - The price of goat meat has increased from over 30 yuan to above 40 yuan per jin, indicating a growing market demand for Albas white cashmere goat products [1] - The local production of cashmere has reached international markets, with exports to countries like the UK and Italy, enhancing the economic prospects for herders [3][4] Economic Impact - One herder sold 230 young goats for over 300,000 yuan, highlighting the profitability of goat farming [3] - Cashmere sales alone generated over 700,000 yuan for another herder, showcasing the high value of the cashmere produced [3] - The total stock of Albas white cashmere goats in the region has reached 1.56 million, with cashmere production at 1,200 tons, establishing the area as a key source for high-quality cashmere [4] Community Development - Local governance initiatives have improved safety and efficiency in goat farming, including the installation of surveillance systems in goat sheds [3] - Improved transportation infrastructure has made it easier for herders to access markets and supplies, further enhancing their economic situation [3] - The success of goat farming has led to lifestyle improvements for herders, including property purchases and aspirations for travel [4]

Core Viewpoint - The national average price of live pigs has shown a slight increase, indicating a stable upward trend in the market despite regional variations in supply and demand [1] Price Monitoring - As of January 5, 2026, the average price of live pigs in China is 12.42 yuan per kilogram, which is an increase of 0.01 yuan per kilogram from the previous day [1] - The price monitoring indicates that 31 provinces have experienced 15 price increases, 13 decreases, and 3 stable prices, reflecting a mixed market response [1] Supply and Demand Analysis - The supply side has seen an accelerated pace of pig sales post-holiday, leading to a generally relaxed supply situation in the market [1] - The demand side has weakened as the New Year stocking surge subsides, resulting in reduced order volumes and operating rates at slaughterhouses, particularly in southern markets [1] - The meat supply index in Chongqing has decreased by 37.10% compared to the previous day, indicating a drop in meat supply [1] Regional Price Differentiation - The price differentiation shows a trend of rising prices in the north and falling prices in the south, highlighting regional disparities in market dynamics [1] - The average price difference across 21 major regions is approximately 0.37 yuan per kilogram, remaining stable compared to the previous day but below the average transportation cost of 0.69 yuan per kilogram [1] Future Price Expectations - It is anticipated that pig prices may experience a slight increase tomorrow, influenced by the current market conditions [1]