2月25日，温氏股份公告，公司拟以集中竞价交易方式回购股份。回购金额不低于8亿元且不超过12亿 元；回购价格不超24.00元/股。资金来源为自有资金、自筹资金，回购期限为12个月内。 截至9月30日，温氏股份股东户数8.11万，较上期减少10.94%；人均流通股73543股，较上期增加 12.11%。2025年1月-9月，温氏股份实现营业收入757.88亿元，同比增长0.54%；归母净利润52.56亿元， 同比减少17.98%。 分红方面，温氏股份A股上市后累计派现301.10亿元。近三年，累计派现62.81亿元。 机构持仓方面，截止2025年9月30日，温氏股份十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1.44亿股，相比上期增加550.13万股。易方达创业板ETF（159915）位居第九大流通股 东，持股1.13亿股，相比上期减少1909.10万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪 ...

公告提示，本公告所载2025年度的财务数据仅为初步核算数据，已经公司内部审计部门审计，未经会计师事务所审 计，与年度报告中披露的最终数据可能存在差异，请投资者注意投资风险。 （企业公告） 2月24日，温氏股份发布2025年度业绩快报。当中披露，2025年，公司实现营业总收入为1038.84亿元，同步下降 1.67％；利润总额55.58亿元，归属净利润为52.35亿元。 2025年，公司归属净利润同比下降43.59%，主要原因是：报告期内，公司销售生猪4047.69万头（其中毛猪和鲜品 3544.67万头，仔猪503.02万头），毛猪销售均价13.71元/公斤，同比下降 17.95%。报告期内，公司强抓基础生产管理 和重大疫病防控等工作，大生产保持稳定，核心生产指标持续优化，公司养殖成本同比下降，但由于生猪销售价格同 比出现较大幅度下降，公司生猪养殖业务利润同比下降。此外，报告期内，公司销售肉鸡13.03亿只（含毛鸡、鲜品和 熟食），毛鸡销售均价 11.78元/公斤，同比下降9.80%。报告期内，公司养鸡业务生产持续保持高水平稳定，但由于毛 鸡销售价格同比下跌，公司肉鸡养殖业务利润同比下降。 ...

对于归母净利润的下降，温氏股份表示，报告期内，公司销售生猪4047.69万头（其中毛猪和鲜品 3544.67万头，仔猪503.02万头），毛猪销售均价13.71元/公斤，同比下降17.95%。报告期内，公司强抓 基础生产管理和重大疫病防控等工作，大生产保持稳定，核心生产指标持续优化，公司养殖成本同比下 降，但由于生猪销售价格同比出现较大幅度下降，公司生猪养殖业务利润同比下降。此外，报告期内， 公司销售肉鸡13.03亿只（含毛鸡、鲜品和熟食），毛鸡销售均价11.78元/公斤，同比下降9.80%。报告 期内，公司养鸡业务生产持续保持高水平稳定，但由于毛鸡销售价格同比下跌，公司肉鸡养殖业务利润 同比下降。 （文章来源：北京商报） 北京商报讯 2月24日，温氏股份发布2025年度业绩快报，2025年，公司实现营收1038.84亿元，同比下降 1.67%；归母净利润52.35亿元，同比下降43.59%。 ...

报告期内，公司强抓基础生产管理和重大疫病防控等工作，大生产保持稳定，核心生产指标持续优化， 公司养殖成本同比下降，但由于生猪销售价格同比出现较大幅度下降，公司生猪养殖业务利润同比下 降。养鸡业务生产持续保持高水平稳定，但由于毛鸡销售价格同比下跌，公司肉鸡养殖业务利润同比下 降。 报告期内，公司销售生猪4047.69万头(其中毛猪和鲜品3544.67万头，仔猪503.02万头)，毛猪销售均价 13.71元/公斤，同比下降17.95%。公司销售肉鸡13.03亿只(含毛鸡、鲜品和熟食)，毛鸡销售均价11.78 元/公斤，同比下降9.80%。 智通财经APP讯，温氏股份(300498.SZ)披露2025年度业绩快报，公司实现营业总收入为1038.84亿元， 利润总额55.58亿元，归属于上市公司股东的净利润为52.35亿元。公司归属于上市公司股东的净利润同 比下降43.59%。 ...

报告期内，公司强抓基础生产管理和重大疫病防控等工作，大生产保持稳定，核心生产指标持续优化， 公司养殖成本同比下降，但由于生猪销售价格同比出现较大幅度下降，公司生猪养殖业务利润同比下 降。养鸡业务生产持续保持高水平稳定，但由于毛鸡销售价格同比下跌，公司肉鸡养殖业务利润同比下 降。 温氏股份（300498）(300498.SZ)披露2025年度业绩快报，公司实现营业总收入为1038.84亿元，利润总 额55.58亿元，归属于上市公司股东的净利润为52.35亿元。公司归属于上市公司股东的净利润同比下降 43.59%。 报告期内，公司销售生猪4047.69万头(其中毛猪和鲜品3544.67万头，仔猪503.02万头)，毛猪销售均价 13.71元/公斤，同比下降17.95%。公司销售肉鸡13.03亿只(含毛鸡、鲜品和熟食)，毛鸡销售均价11.78 元/公斤，同比下降9.80%。 ...

温氏股份发布业绩快报，2025年度实现营业总收入1038.84亿元，同比下降1.67%；净利润52.35亿元， 同比下降43.59%。报告期内，公司销售生猪4047.69万头，毛猪销售均价13.71元/公斤，同比下降 17.95%；销售肉鸡13.03亿只，毛鸡销售均价11.78元/公斤，同比下降9.80%。由于生猪和肉鸡销售价格 同比下跌，公司养殖业务利润同比下降。 ...

Group 1: Market Trends Post-Spring Festival - The Shanghai Composite Index shows a significant upward trend after the Spring Festival, with probabilities of increases over 5, 10, 20, and 30 days being 75%, 70%, 80%, and 60% respectively, and median gains of 1.64%, 1.32%, 9.45%, and 3.88% [1] - Over the past decade, the coal, agriculture, forestry, animal husbandry, and defense industries have performed well in the month following the Spring Festival, with the computer industry leading in the last two years [1] Group 2: Industry Performance Data - Historical data shows varying performance across industries during the Spring Festival period, with coal, environmental protection, and agriculture showing notable gains in specific years, such as coal in 2016 with a maximum gain of 10.34% and agriculture in 2019 with a maximum gain of 19.78% [2] - The report indicates that the coal industry is expected to see a significant increase in production capacity in 2026, with an anticipated rise of 0.7 billion tons, while also highlighting a potential reduction in capacity by 1.5 billion tons due to policy changes [2] Group 3: Agricultural Sector Insights - The agricultural sector is projected to experience a gradual recovery in pig prices by 2026, driven by a reduction in breeding sow capacity, which is expected to improve profitability for leading pig farming companies [3] - The report emphasizes opportunities in the poultry sector, particularly for leading chicken farming companies, and highlights the growth potential in the pet market [3] Group 4: Defense Industry Outlook - The defense industry is poised for growth in 2026, driven by geopolitical factors and advancements in military technology, with a focus on precision-guided munitions, unmanned systems, and networked battlefield capabilities [4] - Key recommendations include investments in missile weaponry, new aviation equipment, unmanned systems, and commercial aerospace sectors, with specific companies highlighted for their strategic positions within these industries [5]

日前，记者从省发展改革委获悉，贵阳市发展改革委与市有关部门协同联动，切实抓好工作任务落实，保障市场 供应充足、价格平稳运行，为全市人民群众欢度春节营造良好环境。 强化价格监测和市场监管。发展改革部门2月5日起启动日监测，开展高频次市场巡查，深入分析"菜篮子""米袋 子"市场供需和价格形势。市场监管部门加强市场监督检查，引导商户守法合规经营，严厉打击价格欺诈、哄抬价 格等违法违规行为。 开展平价销售，发挥保供稳价惠民作用。贵阳农投集团实施"小店进社区、进厂区、进校区"，开设72家惠民门店 覆盖全市140个15分钟生活圈，并于节前开展"农投年味正当红"系列促销活动，通过直销模式有效平抑物价、惠及 民生。 贵州日报天眼新闻记者 牟绍莉 编辑 向莉君 二审 王淑宜 三审 岳振 强化货源组织，保障市场供应。持续跟踪分析蔬菜基地、批发市场、商超等生产储备情况，动态掌握市场供需变 化。全市在地蔬菜面积42.1万亩、生猪存栏43万头、肉鸡存栏1380万羽、粮食储备37.1万吨、食用油储备3.08万 吨，生活物资储备充裕，能够充分满足群众节日消费需求。 当前，全市重要民生商品供应充足、价格总体平稳，节日市场秩序井然。下一步，贵 ...

Group 1 - The core viewpoint emphasizes the collaboration among various departments in Guiyang to ensure sufficient supply and stable prices of essential goods during the 2026 Spring Festival, creating a favorable environment for the public [1][5][6] Group 2 - Price monitoring and market regulation will be strengthened, with daily monitoring starting from February 5, and frequent market inspections to analyze supply and price trends of essential goods [3][5] - The market supervision department will enhance oversight to ensure compliance among merchants and combat illegal activities such as price fraud and price gouging [3] - Guiyang Agricultural Investment Group will implement community-based sales initiatives, opening 72 benefit stores across 140 15-minute living circles, and conduct promotional activities to stabilize prices and benefit the public [3][5] Group 3 - Continuous tracking of supply sources, including vegetable bases and wholesale markets, will be conducted to monitor market supply and demand changes [5] - The city has sufficient reserves of essential goods, including 421,000 acres of vegetables, 430,000 live pigs, 13.8 million meat chickens, 371,000 tons of grain, and 30,800 tons of cooking oil, ensuring that consumer demand during the festival is met [5] - Overall, the supply of essential goods is adequate, prices are stable, and the market order is well-maintained, with efforts focused on ensuring the public has a joyful and peaceful Spring Festival [5]

Investment Rating - The report maintains an "Overweight" rating for the agriculture, forestry, animal husbandry, and fishery industry [1][53]. Core Insights - The SW agriculture, forestry, animal husbandry, and fishery industry slightly underperformed the CSI 300 index, declining by 2.88% from January 30, 2026, to February 12, 2026, which is approximately 2.16 percentage points lower than the index [7][14]. - Among the sub-sectors, only the fishery sector recorded positive returns, increasing by 0.27%, while feed, breeding, planting, agricultural product processing, and animal health sectors all experienced negative returns, with declines of 1.36%, 2.02%, 4.45%, 4.8%, and 7.3% respectively [15][19]. - The overall price-to-book (PB) ratio for the industry is approximately 2.61 times, reflecting a slight decline in valuation, and is at about 58.7% of the historical average since 2006, indicating a relatively low historical valuation level [22][24]. Industry Important Data - **Pig Farming**: - The average price of the national external three-line pigs fell from 12.52 CNY/kg to 11.57 CNY/kg during the reporting period [25]. - The cost of corn and soybean meal slightly decreased, with corn priced at 2372.16 CNY/ton and soybean meal at 3164 CNY/ton as of February 12, 2026 [27]. - Profitability for self-bred pigs was reported at -98.32 CNY/head, while for purchased piglets, it was 53.1 CNY/head, both showing a decline compared to the previous week [31]. - **Poultry Farming**: - The average price of broiler chicks increased to 2.4 CNY/chick, while the price for layer chicks remained stable at 3.2 CNY/chick as of February 13, 2026 [33]. - The average price for white feather broilers decreased to 7.48 CNY/kg, with profitability reported at -0.2 CNY/chick, indicating a decline from the previous week [36]. Industry News - The report highlights that the breeding capacity of sows is expected to continue decreasing in 2025, leading to a gradual reduction in pig supply and a potential increase in pig prices in 2026, which may improve breeding profitability [53]. - The report emphasizes the importance of monitoring the capacity reduction and the expected profitability improvement, particularly for leading companies in pig farming and poultry sectors [53]. Company Highlights - Key companies to watch include: - Muyuan Foods (牧原股份, 002714): A leading pig farming company with cost and scale advantages. - Wens Foodstuff Group (温氏股份, 300498): A major player in both pig and poultry farming with strong cost control. - Haida Group (海大集团, 002311): A leading feed company expected to maintain steady market share growth. - Shengnong Development (圣农发展, 002299): A leader in the white feather broiler industry with a strong supply chain. - Reap Bio (瑞普生物, 300119): A leader in the animal health sector with a growing product matrix for pet health [54].