智通财经APP获悉，中金发布研报称，农历新年假期接近尾声，期间国内旅行和消费数据稳步增长。海 外方面，美国的"对等关税"和"芬太尼关税"被当地最高法院裁定违法，特朗普另推"全球进口关 税"15%。港股节后开市整体偏平淡，AI和机器人板块表现突出。综合春节假期期间的内部和外部信 息，A股节后或整体平稳，假期期间受关注度较高的增长板块尤其是AI和人形机器人板块有望成为结构 亮点。 结合产能周期位置，建议关注供需问题接近改善转折点或政策支持领域，关注化工、养殖业、新能源 等；优质高股息，中长期资金入市是长期趋势，从优质现金流、波动率及分红确定性出发，可结构性布 局高股息龙头公司；年报业绩亮点领域，例如黄金板块、受惠于AI高景气的TMT板块、非银金融等。 配置方面，中金建议近期关注多个领域，包括景气增长，AI技术领域经历3年高速发展，2026年可望逐 步进入产业应用兑现阶段，光模块、云计算基础设施层面仍有机会，但可能更偏国产方向；应用端关注 机器人、消费电子、智能驾驶等。此外，创新药、储能、固态电池等方向也正步入景气周期，出海仍是 目前较确定性的增长机会，结合出海趋势和对美敞口，建议专注于家电、工程机械、商用客车、电 ...

Group 1 - The local government of Yushu Tibetan Autonomous Prefecture aims to develop a high-quality economy by focusing on intelligent, green, and integrated development by 2026 [1] - The action plan includes the implementation of ecological agriculture and ecological tourism as two major industries, with a goal to establish a standardized production system and upgrade breeding, planting, and livestock bases [1] - The plan also involves building a national-level yak industry park in Yushu City and enhancing the processing system to increase the added value of agricultural and livestock products [1] Group 2 - The "14th Five-Year" tourism development plan will be strategically compiled to reserve key projects and connect major tourism routes, enhancing market share and competitiveness in the Qingnan region [2] - The plan aims to improve tourism quality by integrating scenic routes and major transportation corridors, while constructing an "all-oxygen travel" service system and smart tourism services [2] - The development of distinctive brands and promotion of themed self-driving routes will be emphasized, leveraging events like the Yushu Horse Racing Festival and wildlife photography exhibition to drive the integration of agriculture, sports, culture, and commerce [2]

三、特别说明与风险提示 证券代码：603477 证券简称：巨星农牧 公告编号：2026-018 债券代码：113648 债券简称：巨星转债 乐山巨星农牧股份有限公司 2026年1月养殖业务销售情况简报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 乐山巨星农牧股份有限公司（以下简称"公司"）现将2026年1月养殖业务销售情况披露如下： 一、2026年1月养殖业务销售情况 ■ 1、上述披露信息仅包含公司养殖业务的商品肥猪销售情况，不包括其他业务和其他产品。 2、上述销售数据来源于公司内部统计，未经审计，与定期报告披露的数据之间可能存在差异，上述销 售数据仅作为阶段性数据供投资者参考。因四舍五入，以上数据可能存在尾差。商品肥猪销价为当月销 售均价。 3、生猪市场价格的大幅波动（下降或上升）与动物疫病是生猪养殖行业的系统性风险，对任何一家生 猪养殖生产者来讲都是客观存在的、不可控制的外部风险，可能会对公司的经营业绩产生重大影响。 敬请广大投资者审慎决策，理性投资，注意风险。 特此公告。 乐山巨星农牧股份有限公司董事会 2026年2 ...

广东省农业科学 院清远分院举办 生猪产业绿色高 质量发展培训班 _南方+_南方 plus 为深入实施"百 千万工程"和乡 村振兴战略，促 进科研与生产深 度融合，进一步 提升清远地区生 猪养殖技术水平 和疫情防控能 力，助力构建清 远地区全方位、 立体化生猪产业 体系。1月30 日，广东省农业 科学院清远分院 组织举办了2026 年清远市生猪产 业绿色高质量发 展培训班。本次 培训由清远分院 副主任董春琳主 持，清远市农业 农村局总畜牧兽 医师黄军龙、清 远市养殖协会廖 毅会长莅临现场 并致开幕词。培 训班特邀肖昊研 究员、宋长绪教 授、樊福好研究 员、别又才博 士、马建升总经 理等多位行业专 家授课交流。 培训期间，马建 升以"育种提升 防疫、环控及产 业前景等多个领 域，通过专家授 课与现场互动研 讨相结合的方 式，系统分享了 生猪养殖关键技 术与现代管理理 念。培训不仅有 助于提升学员的 养殖效率与风险 防控能力，也为 清远生猪产业绿 色化、智能化转 型升级提供了切 实的思路与动 力，对推动清远 地区畜牧业高质 量发展具有重要 的现实意义和长 远价值。 基因价值--美加 宝育种总结"为 题，分享了育种 ...

Core Viewpoint - Muyuan Foods Co. is expanding its operations by partnering with Asian pig farmers and enhancing its global feed-grain supply network after raising HK$10.7 billion ($1.4 billion) in Hong Kong's largest listing of the year [1] Group 1: Company Expansion Plans - Muyuan aims to expand in Southeast Asia over the next three to five years to bolster regional biosecurity and diversify beyond the oversupplied domestic market [1] - The company plans to build procurement teams in major grain- and oilseed-exporting nations like Brazil to ensure a steady supply of feed ingredients [2] Group 2: Market Performance - Muyuan's shares rose as much as 5.1% in their Hong Kong trading debut, pricing the deal at HK$39 per share, the top end of its range, despite negative market sentiment [5] - The company's mainland-listed stock has fallen about 8% this year, lagging behind the benchmark CSI 300 Index [5] Group 3: Industry Context - China, the world's largest soybean importer, returned to the market in late October after avoiding US crop purchases for months, but US-China trade issues have had minimal impact on Muyuan's business [6] - Muyuan started as a backyard farm with just 22 piglets in the 1990s and sold around 78 million head of commercial pigs last year [7]

*ST天山公告，公司2026年1月销售活畜5头，销售收入0.72万元，环比变动分别为-99.74%、-99.97%； 同比变动分别为-98.91%、-99.83%。公司根据养殖经营计划与牛只生长周期等综合考量，适时调整牛只 出栏节奏。本月活畜销售数量与收入环比、同比减少，主要原因系前期为满足市场需求出栏较为集中， 本月属正常的周期性节奏调整。 ...

*ST天山发布风险提示公告，公司2025年度预计净利润为负值，亏损1600万元至2300万元。若出现该情 形，公司股票将面临被终止上市的风险。 ...

Group 1 - The core viewpoint of the articles emphasizes the successful integration of poverty alleviation and rural revitalization in Chifeng City, showcasing significant investments and projects that have improved the livelihoods of the local population [1][2][4] - Chifeng City has invested a total of 1.739 billion yuan in various funds since the 14th Five-Year Plan, establishing over 30 large-scale meat duck breeding areas and supporting 10,362 impoverished individuals to achieve economic independence [1][2] - The city has implemented 4,457 projects with a total investment of 13.215 billion yuan, focusing on developing key industries such as livestock and agriculture, which have led to stable growth in production and income for local farmers [2][4] Group 2 - Employment support initiatives have successfully created job opportunities for 35,531 impoverished individuals through various programs, including vocational training and partnerships with local industries [2][3] - A robust monitoring system has been established to ensure the sustainability of poverty alleviation efforts, with 47,818 individuals identified for assistance and a risk elimination rate of 60.2% [3] - Collaborative efforts with Beijing have resulted in an investment of 3.185 billion yuan, facilitating the implementation of 912 projects and enhancing local employment opportunities through the support of 82 enterprises [4]

*ST天山公告，2025年12月销售活畜1894头，销售收入2459.97万元，同比变动分别为346.70%、 573.12%；环比变动分别为-34.51%、-30.38%。公司根据战略布局、整体经营计划并结合市场需求等综 合考量，适时调整牛只养殖周期与出栏节奏。本月活畜销售数量与收入同比大幅增长，主要得益于公司 战略布局落地后的产能释放与市场需求预判；环比有所下降，主要系前期销售较为集中，本月为正常的 周期性节奏调整。 ...

Core Viewpoint - The article highlights the development of unique agricultural products in Neijiang, focusing on events that promote local specialties such as white fish, blood oranges, black goats, and black pigs, showcasing a strategy for industrial cluster development through marketing and collaboration [7][8][12]. Group 1: Events and Marketing - Various promotional events are scheduled in December 2025, including the Neijiang White Fish Industry Development Conference and the Zizhong Blood Orange Marketing Conference, aimed at enhancing the visibility and sales of local products [7]. - The Zizhong Blood Orange Marketing Conference achieved significant success, with a total of 56,000 tons of orders signed, including 24,000 tons for export to 14 countries and regions [8]. - The Neijiang White Fish Industry Development Conference emphasized the importance of partnerships between government, academia, and enterprises, focusing on the development of new fish varieties and market expansion [9]. Group 2: Industry Development - Neijiang is the largest supplier of white fish fry in China, accounting for 90% of the national supply, with an annual production value exceeding 200 million yuan [10]. - The development of the black goat industry in Weiyuan has led to an annual output value of 1.6 billion yuan, supported by a series of promotional events and a plan to expand the brand beyond local markets [11][12]. - The Neijiang Black Pig industry has seen significant growth, with a total stock of 163,000 pigs and an output value of 3.8 billion yuan, positioning it as a benchmark for local pig farming in Sichuan [12].