企业生产马力全开，离不开电力部门的靠前服务与精准保障。春节假期前后，国网甘肃省电力公司统筹 推进节后复工复产电力保障工作，聚焦民营企业、涉农加工、重点工业等市场主体，主动靠前、精准施 策，以"满格电"为实体经济复苏注入强劲动能。 各市(州)供电公司组建专项服务团队，提前对接属地复工企业，深入生产车间、配电室、生产线关键点 位，开展用电设备"健康体检"，全面排查线路、开关、计量装置等安全隐患，指导企业做好节后设备重 启、负荷调试等工作，从电源侧到用户侧全链条筑牢用电安全防线。 "2月23日正式复工，我们提前完成设备全面检查，确保开工即安全、复产即高效。从复工到满产仅用两 天时间，生产线连续高效运转，订单交付及时顺畅，离不开稳定的电力供给。"武山湘大骆驼饲料有限 公司项目负责人周健强介绍，"从2021年投产以来，已带动当地200多人稳定就业。我们一边提升饲料品 质，一边指导养殖户科学养殖，既稳生产又促增收。"复工首日企业产量达400吨，恢复产能70%；次日 即攀升至500吨，实现满负荷生产，现场销售400吨，达到日常水平70%。目前企业日产能稳定在500吨 左右，猪饲料产品主要销往天水、陇南、定西等地，基本实现日 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002385 证券简称：大北农 公告编号：2026-015 北京大北农科技集团股份有限公司 关于部分募集资金专户销户完成的公告 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。 北京大北农科技集团股份有限公司（以下简称"公司"）于近日完成了部分募集资金专户的销户工作，现 将相关情况公告如下： 一、募集资金基本情况 根据中国证券监督管理委员会出具的《关于同意北京大北农科技集团股份有限公司向特定对象发行股票 注册的批复》（证监许可(2023)1710号），公司向特定对象发行人民币普通股股票211,480,362股（每股 面值1元），每股发行价人民币3.31元，募集资金总额为699,999,998.22元，扣除总发行费用（含增值税 金额）人民币7,394,480.36元，募集资金净额为人民币692,605,517.86元。 上述募集资金已全部划至指定账户，并经信永中和会计师事务所（特殊普通合伙）审验，于2024年7月 26日出具XYZH/2024CDAA4B0344号验资报告。公司已将上述募集资金全部存放于经 ...

主营业务方面，公司持续优化产品与客户结构、拓展销售渠道、推进降本增效，重点提升白酒糟生物发 酵饲料新厂运营效率，相关业务新厂产能、销量及收入实现稳步增长。2025年生物发酵饲料销量同比增 长超50%；2024年四季度投产的3个新厂产能爬坡顺利，其中两家于2025年9月实现产品线盈利。 格隆汇2月26日丨路德科技(688156.SH)公布2025年度业绩快报，报告期内，公司实现营业收入3.83亿 元，较上年同期上涨37.85%；实现归属于母公司所有者的净利润-7,031.94万元，较上年同期下降 1,376.78万元；实现归属于母公司所有者的扣除非经常性损益的净利润-7,388.83万元，较上年同期下降 1,421.48万元。 ...

Core Viewpoint - The transformation of agricultural waste into high-value feed products by Xinjiang Zonghai Jiahui Feed Processing Co., Ltd. demonstrates the potential for innovation and growth in the agricultural sector, turning previously discarded materials into profitable resources [1][3]. Company Development - Xinjiang Zonghai Jiahui Feed Processing Co., Ltd. evolved from a struggling small enterprise with only 30 employees to a national high-tech enterprise, achieving a "triple jump" in status within a few years [1][3]. - The company was established in 2018 after the acquisition of a struggling feed processing plant, with a focus on innovation and technology to meet market demands [2][3]. Innovation and Technology - The company invested 2.6 million yuan to upgrade its equipment and developed high-tech products, including a specialized feed for piglets, which became a key product in the market [2][3]. - In 2023, the company introduced a fermentation process for corn husks and cobs, winning a second prize at the 9th Corps Innovation and Entrepreneurship Competition [3][4]. Production Capacity and Achievements - The company currently operates two production lines with an annual capacity of 60,000 tons, generating over 180 million yuan in annual output value [4]. - It holds 4 trademarks, 15 utility model patents, and 1 invention patent, showcasing its commitment to innovation [4]. Market Reach - The company's products are distributed across China and exported to Central Asian countries such as Kazakhstan, indicating a growing market presence [4].

Market Overview - The CSI 300 index decreased by 1.33% during the week of February 2-8, while the agriculture, forestry, animal husbandry, and fishery sector fell by 1.92%, ranking 23rd among sectors [5] - The top-performing sub-industries included food and feed additives, broiler farming, pig farming, aquaculture, and grain and oil processing [5] Pig Farming Industry - Pig prices continued to decline, with self-breeding pig farming profits showing losses. As of February 6, the average prices for external three yuan pigs in Sichuan, Guangdong, and Henan were 11.65, 11.96, and 12.38 yuan/kg, reflecting week-on-week decreases of 4.12%, 1.64%, and 1.98% respectively [13] - The average pork price was 18.34 yuan/kg, down 1.45% from the previous week. The average wholesale price for piglets remained stable at 16.50 yuan/kg [13] - As of February 6, self-breeding farming profits were -38.09 yuan/head, a decrease of 63.19 yuan/head from the previous week, while profits from purchasing piglets were 91.42 yuan/head, down 32.71 yuan/head [13] Feed Industry - The competition in the feed industry has shifted from product competition to value chain competition, leading to accelerated industry consolidation. Market share is increasingly concentrated among leading companies with advantages in R&D, scale, and integrated services [2] - Haida Group is expected to benefit from this trend due to its efficient internal management, effective business incentives, and strong service advantages in the supply chain [2] Broiler Farming Industry - The price of white feather broilers decreased, with a weekly price of 7.53 yuan/kg, down 2.71%. The profit from broiler farming was -0.26 yuan/bird, a significant drop of 166.67% from the previous week [29] - The price of eggs was 8.2 yuan/kg, down 6.82% from the previous week [29] Aquaculture Industry - In the marine product sector, prices for sea cucumbers and shrimp remained stable at 120 yuan/kg and 320 yuan/kg respectively. In freshwater products, prices for various fish showed slight increases [45] - The international spot price for fish meal was 2239.77 USD/ton, unchanged from the previous week [45] Grain and Oil Processing - Grain prices showed mixed trends. As of February 6, corn was priced at 2368.43 yuan/ton (-0.33%), soybeans at 4072.11 yuan/ton (unchanged), and wheat at 2531.11 yuan/ton (+0.05%) [55] - The price of soybean meal was 3159.14 yuan/ton, down 1.19%, while the prices for both soybean oil and rapeseed oil decreased by 1.72% and 1.95% respectively [55]

豆粕是最重要的植物蛋白饲料。从营养价值来看，豆粕蛋白质含量高（40%～50%）、且质量较好，必 需氨基酸含量高、组成合理，是猪、家禽及反刍动物的优质蛋白质饲料。从全球供应来看，2025/26 年全 球豆粕产量约 2.877 亿吨，在植物蛋白粕中产量占比约 73%、占据绝对首位。豆粕产量位居首位，因原料 大豆在油籽中产量最多（占比 61%）、且压榨出粕率（79%）最高。从中国供应来看，2025/26 年中国豆粕 产量约 8554 万吨（占比约 82%）、供应量约 8653 万吨（占比约 77%），是我国植物蛋白粕中产量最高、供 应最大的品种。豆粕供需情况主导整个植物蛋白粕供需格局。 2025/26 年全球菜粕和棉粕供需边际宽松、豆粕中性略宽松，葵粕和棕榈仁粕供需收紧，花生粕和椰 子粕供需稳定。分品种来看，① 豆粕：中国是最大生产国和消费国，欧盟是最大进口方、阿根廷是最大出 口国。② 菜粕：欧盟是最大生产和消费方、中国仅次于欧盟。③ 葵粕：俄罗斯是最大生产国、欧盟是最大 消费和进口方，乌克兰是最大出口国。④ 棉粕：印度、中国和巴西是主要生产和消费国，全球棉粕贸易量 较少。⑤ 棕榈仁粕：印尼和马来西亚是主要生产国， ...

Investment Ratings - The report maintains an investment rating of "Buy-A" for Haida Group (002311.SZ) and "Buy-B" for Shengnong Development (002299.SZ) and Wen's Shares (300498.SZ) [2] Core Insights - The pig prices are expected to face downward pressure after the peak season, with self-breeding pig farming profits currently in the negative [4] - The feed industry is undergoing accelerated consolidation, with market share shifting towards leading companies with R&D advantages and scale [4] - The report highlights opportunities for Haida Group due to its efficient internal management and strong service advantages in the industry chain [4] - The report suggests that the pig farming industry may experience a significant capacity reduction in 2026, which could improve the fundamentals and valuations of the sector [5] - The pet food sector is expected to continue growing, with a shift in competition from marketing to R&D and supply chain management [6] Summary by Sections 1. Industry Performance - The agricultural sector saw a decline of 1.92% in the week of February 2-8, 2026, with the food and feed additives, meat chicken farming, and pig farming sectors performing relatively well [3][13] 2. Pig Farming - As of February 6, 2026, the average prices for external three-way cross pigs in Sichuan, Guangdong, and Henan were 11.65, 11.96, and 12.38 CNY/kg, respectively, showing a week-on-week decline of 4.12%, 1.64%, and 1.98% [4][22] - The average pork price was 18.34 CNY/kg, down 1.45% from the previous week [4][22] - Self-breeding pig farming profits were reported at -38.09 CNY/head, a decrease of 63.19 CNY/head from the previous week [4][22] 3. Poultry Farming - The price of white feather chickens was reported at 7.53 CNY/kg, down 2.71% week-on-week, with a loss of 0.26 CNY per chicken [37] 4. Feed Processing - The average price of feed for fattening pigs remained stable at 3.37 CNY/kg as of January 29, 2026 [41] 5. Aquaculture - As of February 6, 2026, the price of sea cucumbers was 120 CNY/kg, and the price of shrimp was 320 CNY/kg, both remaining stable [47] 6. Crop and Oilseed Processing - As of February 6, 2026, corn was priced at 2368.43 CNY/ton, with a slight decrease of 0.33% week-on-week, while soybean prices remained stable at 4072.11 CNY/ton [56][57]

（记者 曾健辉） 每经AI快讯，禾丰股份2月9日晚间发布公告称，截至2026年1月31日，公司及控股子公司对外担保余额 约为25.21亿元，占公司2024年12月31日经审计净资产的比例为37.66%。其中，公司对控股子公司的担 保余额约为19.71亿元，占公司2024年12月31日经审计净资产的比例为29.43%；控股子公司对控股子公 司的担保余额约为3.82亿元，占公司2024年12月31日经审计净资产的比例为5.71%；控股子公司对参股 公司及养殖户的担保余额约为1.69亿元，占公司2024年12月31日经审计净资产的比例为2.52%。 每经头条（nbdtoutiao）——美国名校毕业刚回国，26岁"金少"空降成董事长和总经理，父母隐退！A股 多位"00后"执掌要职，"不负投资者"成重大考验 ...

Investment Rating - The report maintains an investment rating of "Buy-A" for Haida Group, "Buy-B" for Shengnong Development and Wens Foodstuff, and "Hold-A" for Guai Bao Pet and Zhongchong Shares [4]. Core Insights - The report highlights that the feed industry is transitioning from product competition to value chain competition, with market share increasingly concentrating among leading companies with advantages in technology, scale, and service [7]. - Haida Group is expected to continue gaining market share due to its efficient internal management and strong service advantages, with significant growth potential in overseas markets [7]. - The report suggests that the pig farming industry is undergoing a market-driven capacity reduction, which may stabilize prices in the coming months [8]. Industry Performance Overview - For the week of January 26 to February 1, the agricultural sector saw a 1.82% increase, ranking fifth among sectors, while the CSI 300 index had a slight increase of 0.08% [6][16]. - The report notes a decline in pig prices, with average prices for external three-way pigs in Sichuan, Guangdong, and Henan at 12.15, 12.16, and 12.63 yuan/kg respectively, reflecting decreases of 5.08%, 9.66%, and 4.54% [6][26]. - The average pork price increased slightly to 18.61 yuan/kg, up by 0.65% [6][26]. Livestock and Feed Industry - The report indicates that the average profit for self-bred pigs is 25.10 yuan/head, down by 18.25 yuan from the previous week, while the profit for purchased pig farming increased by 8.29 yuan to 124.13 yuan/head [6][26]. - In the poultry sector, the price of white feather chickens rose to 7.74 yuan/kg, a 3.20% increase, and the profit per chicken increased significantly by 550% to 0.39 yuan/chicken [44]. - The average price of feed for fattening pigs remained stable at 3.37 yuan/kg, while chicken feed prices were steady at 3.45 yuan/kg [47]. Market Trends and Future Outlook - The report emphasizes the ongoing consolidation in the feed industry, with a focus on companies that can leverage technological and service advantages [7]. - The pet food sector is expected to continue growing, with a shift towards R&D and supply chain management as key competitive factors [9]. - The report suggests monitoring companies like Wens Foodstuff, Shennong Group, and Juxing Agriculture for potential investment opportunities in the pig farming sector [8].

1月30日，新希望六和股份有限公司（新希望，000876.SZ）发布2025年度业绩预告。 2025年，新希望归母净利润预计亏损18亿元-亏损15亿元，上年同期盈利4.74亿元。扣非净利润预计亏 损14.8亿元-亏损11.8亿元，上年同期盈利6.14亿元。 新希望表示，报告期内，稳步发展与提升生猪业务，加强防疫与生产管理，出栏规模稳健提升，各项技 术指标持续改善，养殖成本持续降低，但受生猪市场行情波动影响，生猪价格下降幅度大于成本下降幅 度，致公司生猪养殖利润较同期下降。同时，公司对部分低效种猪及低效资产进行有序淘汰和清退，亦 影响公司利润下降。与此同时，在饲料业务上持续扩规模、提效率、降费用，强化内生能力，满足市场 变化下客户对产品、成本、服务的新需求，加大海外市场投入与开发力度，驱动饲料业务进入新的增长 通道，报告期内实现饲料业务利润量利同增。 智通财经记者 彭艳秋 据新希望此前发布的生猪销售情况显示，2025年度新希望销售生猪1754.54万头，同比增长6.2%，销售 生猪收入232.05亿元，同比下降13.3%。 ...