人民财讯8月15日电，*ST天山（300313）8月15日晚间公告，公司2025年7月销售活畜50头，销售收入 52.5万元，环比分别增长212.5%、259.18%；同比分别下降92.34%、92.62%。 ...

农产品日报 | 2025-08-15 白条走货偏慢，猪价震荡运行 生猪观点 市场要闻与重要数据 综合来看，预计未来生猪的供应会继续增加，现货价格预计将会继续承压。消费端的改善存在不确定性，受到现 货供应增加影响导致近期价格快速下跌，市场解读生猪库存去化明显，对远期合约的预期有所改善。但从能繁的 去化程度来看现阶段生猪产能整体的去化并不明显，未来仍需持续关注。 策略 中性 风险 无 鸡蛋观点 市场要闻与重要数据 期货方面，昨日收盘鸡蛋 2509合约3189元/500 千克，较前交易日变动-88.00元，幅度-2.69%。现货方面，辽宁地 区鸡蛋现货价格3.02元/斤，较前交易日变动+0.00，现货基差 JD09-169，较前交易日变动+88；山东地区鸡蛋现货 价格3.05元/斤，较前交易日变动+0.00，现货基差 JD09-139，较前交易日变动+88；河北地区鸡蛋现货价格2.62元/ 斤，较前交易日变动+0.00，现货基差 JD09-569，较前交易日变动+88。 期货方面，昨日收盘生猪 2509合约13900元/吨，较前交易日变动-145.00元/吨，幅度-1.03%。现货方面，河南地区 外三元生猪价格13 ...

据商务部市场运行监测系统显示，淡季终端消费需求疲软，8月4日至10日，全国36个大中城市猪肉零售 价格环比下降0.1%。西部地区降幅居前，其中拉萨、贵阳、呼和浩特分别下降2.8%、2.7%和0.9%。 ...

农产品日报 | 2025-08-14 猪企挺价出栏，猪价震荡运行 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14045元/吨，较前交易日变动-185.00元/吨，幅度-1.30%。现货方面，河南地区 外三元生猪价格13.74元/公斤，较前交易日变动+0.06元/公斤，现货基差 LH09-305，较前交易日变动+245；江苏地 区外三元生猪价格 13.86元/公斤，较前交易日变动+0.08元/公斤，现货基差LH09-185，较前交易日变动+265；四川 地区外三元生猪价格13.44元/公斤，较前交易日变动+0.10元/公斤，现货基差LH09-605，较前交易日变动+285。 据农业农村部监测，8月13日"农产品批发价格200指数"为114.58，比昨天上升0.19个点，"菜篮子"产品批发价格指 数为114.86，比昨天上升0.23个点。全国农产品批发市场猪肉平均价格为20.25元/公斤，与昨天持平；牛肉64.76元/ 公斤，比昨天上升0.4%；羊肉59.69元/公斤，比昨天下降0.3%；鸡蛋7.51元/公斤，比昨天下降0.4%；白条鸡17.23 元/公斤，比昨天下降1.8%。 市场分析 ...

Core Viewpoint - The pig prices in Yiyuan County, Shandong Province, have remained stable with slight declines, indicating a challenging market environment for pig farmers [1] Price Trends - The current price of live pigs is 14.1 yuan per kilogram, and the price of piglets (around 15 kg) is 28.00 yuan per kilogram, showing little change compared to the previous week [1] - Year-to-date, live pig prices have gradually decreased from 16.3 yuan per kilogram, while piglet prices have slowly increased from 27.00 yuan per kilogram to a peak of around 40.00 yuan per kilogram [1] - Since April, live pig prices have hovered around 15.00 yuan per kilogram, even dropping to 14.00 yuan per kilogram, which has negatively impacted piglet prices, leading to a downward trend since late May [1] Market Sentiment - The sales market for piglets is described as bleak, with most farmers adopting a wait-and-see approach and not increasing their stock levels, resulting in low demand for piglets [1] - The Yiyuan County Development and Reform Bureau anticipates that pig and piglet prices will likely remain low in the near future due to market supply and demand dynamics [1]

Group 1: General Information - Report date: August 14, 2025 [2] - Report type: Pig Daily Report [1] Group 2: Market Review and Operation Suggestions Market Review - Futures: On the 13th, the main 2511 contract of live pigs opened slightly lower and oscillated downward, closing in the red at the end of the session. The highest was 14,240 yuan/ton, the lowest was 13,975 yuan/ton, and the closing price was 14,045 yuan/ton, down 1.33% from the previous day. The total open interest of the index increased by 5,156 lots to 180,560 lots [8] - Spot: On the 13th, the average price of ternary pigs nationwide was 13.75 yuan/kg, up 0.06 yuan/kg from the previous day [8] Market Analysis - Demand side: The utilization rate of pigsty is at a high level. Currently, the enthusiasm for secondary fattening is average, mainly in a wait-and-see state. The terminal demand is weak due to the hot weather, and the orders of slaughtering enterprises are average. The current slaughter progress is fast, and the开工 rate and slaughter volume of slaughtering enterprises have increased slightly. On August 13th, the slaughter volume of sample slaughtering enterprises was 139,000 heads, an increase of 700 heads from the previous day and an increase of 3,500 heads from a week ago [9] - Supply side: According to Yongyi sample data, the planned slaughter volume of sample enterprises in August is 24.72 million heads, a month-on-month increase of 6.6% compared with the actual slaughter volume in July. The slaughter volume is expected to increase significantly. At the beginning of the month, the enthusiasm of farmers for slaughtering is high, and the slaughter progress is fast. The utilization rate of secondary fattening pigsty remains high, and there are still secondary fattening pigs to be released. The slaughter pressure still exists, and the slaughter weight fluctuates slightly [9] Outlook - Spot: In August, the slaughter of farmers increases, and the current enthusiasm for slaughtering is acceptable. At the same time, the demand is in the off-season, and the supply and demand remain relatively loose. The spot price of live pigs may continue to be under pressure [9] - Futures: Currently, the near-month 2509 contract of futures mainly follows the spot and oscillates weakly. In the medium and long term, the supply of live pigs will increase slightly. The 2511 and 2601 contracts belong to the peak demand contracts, and the demand increase is relatively large. The price performance may oscillate strongly. The domestic anti-involution initiative, high-quality development of the pig industry, and increasing environmental protection efforts in some regions are beneficial to the medium and long-term performance of pig prices. Pay attention to the impact of subsequent policies on production capacity [9] Group 3: Industry News - No specific industry news content is provided in the text Group 4: Data Overview - Self-breeding and self-raising profit per head: As of August 7th, the profit per head of self-breeding and self-raising was 119 yuan/head, a week-on-week decrease of 10 yuan/head [14] - Profit per head of purchasing piglets for fattening: As of August 7th, the profit per head of purchasing piglets for fattening was -54 yuan/head, a week-on-week increase of 28 yuan/head [14] - Average sales price of 15kg piglets: In the week of August 7th, the average sales price of 15kg piglets in the market was 516 yuan/head, a decrease of 10 yuan/head from the previous week [14] - Inventory of reproductive sows: As of July this year, the inventory of reproductive sows in sample farms was 1.15 million heads, a month-on-month increase of 0.52% and a year-on-year increase of 6.71% [14] - Planned slaughter volume: The planned slaughter volume of sample enterprises in August is 24.72 million heads, a month-on-month increase of 6.6% compared with the actual slaughter volume in July [14] - Average slaughter weight: As of the week of August 7th, the average slaughter weight of live pigs nationwide was 127.8 kg, a decrease of 0.18 kg from the previous week, a month-on-month decrease of 0.14%, and an increase of 1.6 kg compared with the same period last year, a year-on-year increase of 1.27% [14]

Core Viewpoint - The transformation of the livestock industry in the Altay region of Xinjiang is crucial for ecological restoration and economic development, balancing environmental protection with the livelihoods of local herders [4][5][9]. Group 1: Ecological and Economic Initiatives - The Buerjin County has implemented various ecological protection projects, including returning pastures to grassland, resting and banning grazing, and developing grassland carbon sinks, leading to a green development path [4][5]. - The county has a total of 10.15 million acres of natural grassland, with 8.2 million acres available for development, which is essential for sustainable livestock farming [5]. - The government has adopted measures such as balancing livestock and grassland, reducing livestock numbers, and providing ecological rewards to protect and restore the environment [6][9]. Group 2: Livestock Industry Transformation - The county has shifted from traditional livestock farming to a new model of "warm-season grazing and cold-season feeding," improving the economic situation of herders [6][9]. - In 2022, Buerjin County was included in the national pilot program for grassland livestock industry transformation, and in 2023, it was recognized as one of the 15 demonstration counties for this transformation [6][9]. Group 3: Carbon Sink Development - The Xinjiang Development and Reform Commission secured 215 million yuan in central budget investment to support livestock industry transformation projects in Buerjin County and four other counties [10]. - Buerjin County has initiated carbon sink development, converting ecological value into economic benefits, with the first carbon trading project generating 67,000 tons of carbon credits and revenue of 19.765 million yuan [10]. - The VCS carbon sink project is expected to produce approximately 8 million tons of carbon credits over a 40-year period, with a static total revenue of about 280 million yuan [10].

公司公告显示，5%以上股东大生行饲料有限公司计划自2025年9月3日至12月1日期间，通过集中竞价交 易方式减持不超过993万股股份，约占公司总股本的0.70%。此外，公司已累计归还募集资金1500万 元，剩余暂时补充流动资金的闲置募集资金2.83亿元将在到期日前足额归还。 风险提示：投资有风险，入市需谨慎。 唐人神主营业务涵盖饲料生产、种猪繁育、商品猪养殖、生猪屠宰、肉制品加工等领域，形成了一条完 整的生猪全产业链。公司产品包括猪饲料、禽饲料、水产饲料等，同时涉及生猪养殖和肉制品加工业 务。 截至2025年8月13日收盘，唐人神股价报4.86元，较前一交易日下跌0.03元，跌幅0.61%。当日成交量为 36.29万手，成交额达1.76亿元。 ...

鸡蛋主力合约走势图 ◎丁鹏 记者 荆淮侨 "今天的大号鸡蛋报价是3.27元/斤，我们厂的养殖成本算下来约为3.44元/斤。"8月13日，武汉市金凤源 养殖有限公司负责人付美萍在接受上海证券报记者采访时表示，目前的蛋价已再次跌穿成本，远不及企 业对销售旺季的预期。 7至9月通常是鸡蛋销售旺季，然而今年鸡蛋市场正经历一场"旺季不旺"行情。中国畜牧业协会蛋鸡业分 会秘书长腰文颖表示，2021年至2024年，蛋鸡产业处在一个长时间的盈利周期，各方持续加大投资，导 致鸡蛋产能增加显著，价格下降主要由这一供求关系导致。今年以来，蛋价行情不算理想。 广发期货研究所总经理助理刘珂认为，近期鸡蛋采购量虽有所增加，但蛋鸡存栏量维持高位，加之冷库 蛋冲击，市场鸡蛋供应充足，蛋价在旺季上涨空间有限。 短暂上涨后跌回低位 蛋商反映的销售情况也不及预期。8月12日上午，记者走访了武汉市黄陂区新华南国际农贸产业园内的 两家实体蛋商，工作人员介绍，今年以来走货量不及去年同期，需求旺季暂未带来预期中的出货量。记 者在现场待了约1小时，其中一家店仅售出两箱鸡蛋，另一家店售出不到10箱。据了解，一箱45斤的鸡 蛋批发价利润在2元到5元之间。当晚， ...

京基智农（000048.SZ）8月13日在投资者互动平台表示，下属公司惠州京基智农畜牧有限公司以自繁自 养方式开展少量种鸡、肉鸡养殖与销售业务。有关项目具体情况请关注公司定期报告等对外披露文件。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：您好：公司惠州项目完成情况是否可以介绍一下？云 浮项目何进展情况可否告知投资人？ ...