来源：环球网 2月25日—27日，2026年双汇业务暨职工代表大会在总部河南漯河举办。 大会上，万洲国际董事局主席、中国双汇创始人万隆充分肯定了双汇发展管理团队过去一年坚守传承与 创新理念，积极应对风险、迎接挑战、攻克难关所取得的经营业绩。未来，中国双汇要坚定秉持"产业 化、多元化、国际化、数字化"的战略方针，深耕产业，进一步提升企业在国内外市场的竞争力与发展 潜能。 图为代表 大会现场。（双汇供图） 2月25日晚，以"奋斗青年我要成长"为主题的2025年度双汇百厂超百亿奖颁奖盛典举行。盛典现场对获 得2025年度"项目公司利润超亿元奖"的3家单位、获得2025年度"百名岗位标兵奖"的200名优秀员工进行 了表彰。 2月27日，双汇发展二届七次职工（会员）代表大会一致通过双汇发展工作报告、工会工作报告和公司 提交职代会审议的八项议案。 2026年，双汇将坚定不移落实"四化"战略方针，强化团队与跨部门协作，发挥产业链协同效应；高效运 用数字化工具，为发展注入科技动能；加大业务技能培训，精准补齐产业短板；用心服务经销商与消费 者，以优质体验增强客户黏性，坚决完成既定的各项预算目标任务，顺利实现2026年增长目标， ...

2月25日 新华社刊发 《节后黑龙江企业生产一线见闻》 其中报道了春节过后 大庆各重点企业迅速恢复生产 实干奋进的热潮 原文如下 春节过后，黑龙江省各重点企业迅速恢复生产。车间里机器轰鸣、生产线高速运转，涌动着实干奋进的新春热潮。 在大庆市林甸县牧原肉食品有限公司生产车间内，春节假期刚过，一线工人返岗，精瘦肉、肋排等产品不断出厂发货。 "得益于生产设备的智能化升级改造，2025年全年屠宰生猪212万头，实现产值36亿元，同比增长258%。"公司总经理邵长帅说，今年他们将加大市场开拓 力度，重点向华北等地区发力，力争实现产值再上新台阶。 大庆溢泰 在大庆高新区，国家级专精特新"小巨人"企业——大庆溢泰半导体材料有限公司车间内，70余名身着专业防尘服的技术人员紧盯操控屏幕，监测砷化镓晶 片的各项技术指标。 "我们始终聚焦核心技术攻关，不断提升产品附加值，生产通信等高端领域所需的砷化镓晶片产品。"公司总经理于会永说，产品将供应给国内头部半导体 企业。当前企业订单量同比增长35%，生产排期已到今年8月份，全体员工正争分夺秒赶进度、保交付。 企业稳健发展离不开金融"活水"。在中国农业银行大庆分行营业大厅内，工作人员细致 ...

双汇董事长万宏伟认为，当前国民饮食需求正从"吃得饱"向"吃得营养、吃得健康"转型，发展营养健康 食品是落实《"健康中国2030"规划纲要》、引领行业升级的必然选择。此次携手中国农科院农产品加工 研究所，是双汇以科技创新驱动高质量发展的重要布局。 转自：中国质量报 本报讯 （付冰清 特约记者孙中杰）近日，双汇投资发展股份有限公司（以下简称"双汇"）与中国农科 院农产品加工研究所共建的营养健康食品联合研究中心揭牌仪式在双汇总部举行。 中国农科院农产品加工研究所所长刘蓉蓉表示，营养健康食品联合研究中心将聚焦高起点、高标准，推 动科研成果高效转化，助力营养健康食品产业发展。 据介绍，营养健康食品联合研究中心将重点聚焦儿童食品、银发食品等前沿领域，围绕技术攻坚、需求 细分、成果转化等五大方向发力，打通科研与市场壁垒。此次合作将依托双汇全产业链优势与中国农科 院科研实力，为消费者提供更优质健康的食品选择，为食品产业高质量发展及"健康中国"建设注入新动 力。 ...

瑞银发布研报称，万洲国际过去两年一直是该行的行业首选股之一，因公司拥有独特的综合营运模式， 涵盖包装肉制品、鲜猪肉及生猪养殖，而且多元化的业务布局横跨中国、美国及欧洲。展望未来，该行 相信万洲国际正进入盈利波动性较低的阶段，将受惠于美国更趋于稳定生猪价格前景，以及业务策略转 向利润较高的包装肉制品，将提升盈利及股东回报的能见度。该行将万洲国际2025及2026年每股盈利预 测分别上调1%及4%，预期将按年增长7%及4%。 星展此前指出，生猪养殖产能精简至1,150万头有助于利润率提升，加上有利的猪价(2025年上涨9%)及 较低的饲料成本，这些因素应能支持公司2025年第四季度营业利润实现双位数增长。2026年，包装肉销 量可能温和增长，因为猪肉相比牛肉仍是一种更实惠的蛋白质来源；而定价能力、产品组合优化以及持 续的效率提升，可能推动营业利润实现中单位数增长。 万洲国际(00288)涨近3%，截至发稿，涨2.51%，报10.2港元，成交额6543.33万港元。 ...

星展此前指出，生猪养殖产能精简至1,150万头有助于利润率提升，加上有利的猪价(2025年上涨9%)及 较低的饲料成本，这些因素应能支持公司2025年第四季度营业利润实现双位数增长。2026年，包装肉销 量可能温和增长，因为猪肉相比牛肉仍是一种更实惠的蛋白质来源；而定价能力、产品组合优化以及持 续的效率提升，可能推动营业利润实现中单位数增长。 智通财经APP获悉，万洲国际(00288)涨近3%，截至发稿，涨2.51%，报10.2港元，成交额6543.33万港 元。 瑞银发布研报称，万洲国际过去两年一直是该行的行业首选股之一，因公司拥有独特的综合营运模式， 涵盖包装肉制品、鲜猪肉及生猪养殖，而且多元化的业务布局横跨中国、美国及欧洲。展望未来，该行 相信万洲国际正进入盈利波动性较低的阶段，将受惠于美国更趋于稳定生猪价格前景，以及业务策略转 向利润较高的包装肉制品，将提升盈利及股东回报的能见度。该行将万洲国际2025及2026年每股盈利预 测分别上调1%及4%，预期将按年增长7%及4%。 ...

辞旧迎新启新章，砥砺奋进再出发。2026年新年到来之际，光明肉业党委书记、董事长、总裁李俊龙发 表新年贺词，向全体员工、离退休老同志、海内外员工家属及社会各界友人致以诚挚问候与美好祝福。 贺词回顾了2025年企业在管理升级、新质转型、人才培育等领域的坚实成果，明确了2026年全域市场深 耕的发展方向，彰显了企业持续突破的决心与担当。 同时，党建引领与人才培育成为发展重要引擎。光明肉业通过"深耕产业链・发展新引擎"等特色党建活 动，精准破解发展瓶颈，"书记点题"机制确保重点工作落地见效。创新构建"野战军"组织架构与"四个 无限"激励模式，充分激活一线团队创造力；"青创Winner"创新大赛、BMP电商直播培训等多元平台， 培育出一批青年骨干人才，为企业发展注入蓬勃生机，形成"党建强、人才兴、事业旺"的良好生态。 面向2026年，光明肉业锚定"市场深耕、全域拓展"战略目标，着力构建线上线下联动的立体营销网络。 线下层面，持续深耕长三角等核心市场，推动渠道网络向县乡市场下沉，同步推进爱森门店升级改造， 让流动购物车走进更多社区，打通服务消费者的"最后一公里"；线上领域，重点发力抖音、小红书等新 媒体平台与传统电商矩 ...

Core Viewpoint - Smithfield Foods plans to build a large hog slaughterhouse in South Dakota, marking the first new facility in decades for the largest pork producer in the U.S. [1] Group 1: Investment and Expansion Plans - The company will invest approximately $1.3 billion to construct the new plant in Sioux Falls, South Dakota, over the next three years [1] - The new facility is expected to employ around 3,000 workers and will have the capacity to slaughter about 20,000 hogs per day [1] - This project will replace an existing plant that has been in operation for over a century in the same city [1] Group 2: Market Position and Performance - Smithfield Foods slaughters nearly 30 million hogs annually and is a major supplier of ham, bacon, and other pork products to grocery stores [1] - Since returning to the public market a year ago, the company's stock price has increased by nearly 20% [1]

Group 1 - Paul Krugman, a Nobel laureate, argues that Trump's "Make America Great Again" (MAGA) policies are leading the U.S. economy into stagnation, coining the term "Make America Stagnant Again" (MASA) [1] - The latest U.S. employment report shows significant sampling error, with a 90% confidence interval estimating 130,000 new jobs, but actual data fluctuating between 77,000 and 152,000, highlighting the volatility of monthly employment data [1] - Since January 2025, the U.S. has added only 359,000 jobs, a decrease of nearly 900,000 compared to the same period in 2024, indicating that the job market is nearing complete stagnation [1] Group 2 - Trump's immigration policies have two major negative impacts: reduced immigration leads to a significant drop in tax revenue, hindering economic growth, and creates labor shortages in sectors like elder care, agriculture, and meat processing, which local residents are unwilling to work in [2] - Research indicates that preventing immigration and deporting foreign workers could increase mortality rates among the elderly in the U.S. [2] - Krugman highlights a contradiction in the Trump administration's narrative, which claims that immigrants take jobs from locals while simultaneously blaming job losses on reduced immigration, suggesting that these policies are misleading and detrimental to American citizens [2] Group 3 - The development of artificial intelligence (AI) complicates the employment issue in the U.S., with a Goldman Sachs report indicating that AI could lead to a period of no job growth as companies utilize AI to achieve more with fewer workers [2] - Constantin Burgi, an economics professor, notes that the decoupling of job growth from economic growth typically occurs during structural transformation phases, and if job growth remains stagnant for years, many positions may permanently disappear [2] - Laura Ullrich, head of economic research at Indeed, argues that if the U.S. economy remains strong, new job creation should not stay at low levels for an extended period, as low hiring, low firing, and low turnover rates cannot be sustained long-term [2]

Group 1 - The European Commission plans to present a strategy in March aimed at deepening the EU's single market, which serves 450 million consumers, to enhance operational ease for companies across the EU [1] - The initiative includes advancing the long-delayed capital markets union, which seeks to utilize approximately €10 trillion in savings currently held in bank accounts for more productive investments [1] - The Commission aims to complete phase one of the Savings and Investment Union, focusing on market integration, supervision, and securitization by June [1] Group 2 - If progress is insufficient among all 27 EU member states, the Commission is open to proceeding with a smaller group of at least 9 member states to expedite the project [1] - Enhanced cooperation will be considered if there is a lack of sufficient progress by the set deadline [1]

Core Insights - Tyson Foods reported Q1 FY2026 revenue of $14.31 billion, a 5.1% year-over-year increase, exceeding market expectations [1][2] - Adjusted operating income was $572 million, reflecting a 13% decline compared to the previous year [1][2] - The company raised its full-year adjusted operating profit forecast for the chicken segment to $1.65 billion to $1.9 billion, up from a prior estimate of $1.25 billion to $1.5 billion [2] - The beef segment's loss forecast was narrowed to $250 million to $500 million, down from an earlier estimate of $400 million to $600 million [2] Financial Performance - Chicken segment sales reached $4.21 billion, marking a 3.6% year-over-year growth, achieving sales growth for the fifth consecutive quarter [2] - Beef segment revenue was $5.77 billion, an 8.2% increase year-over-year, but adjusted operating loss was $319 million [2] Stock Performance - Over the past 7 trading days (February 5 to 11, 2026), Tyson Foods' stock price fluctuated by 3.37%, with a cumulative decline of 0.35% and a trading volume of approximately $611 million [3] - The latest closing price on February 11 was $64.77, with a single-day drop of 0.29% and a year-to-date increase of 10.49% [3] - The price-to-earnings ratio (TTM) stands at 115.66, with a dividend yield of 3.13% [3] Recent Events - Tyson Foods announced a dividend of $0.51 per share, with the ex-dividend date set for June 1, 2026, and the payment date on June 15, 2026 [4] Institutional Insights - As of February 2026, 16 institutions cover Tyson Foods, with 38% recommending buy or hold, and 56% suggesting hold [5] - The average target price is set at $68.09, with Q1 FY2026 earnings per share expected to be $0.946, a 14.91% year-over-year decline [5]