资金逢低布局畜牧板块，畜牧ETF(159867)盘中净申购3800万份。 截至2025年12月4日 13:33，中证畜牧养殖指数(930707)成分股方面涨跌互现，海大集团(002311)领涨 1.44%，华英农业(002321)上涨1.43%，中牧股份(600195)上涨1.28%；罗牛山(000735)领跌。畜牧 ETF(159867)最新报价0.64元。 畜牧ETF跟踪指数中证畜牧[930707.CSI]，数据显示，申万三级行业中： 1. 生猪板块：小体重猪出栏占比上升，持续关注冬季疫病防控情况！猪价持续阴跌&仔猪价格企稳。截 至11月末，全国生猪均价11.63元/kg，行业自繁自养亏损为111元/头。需求端，天气转凉，北方屠宰企 业表现在低猪价阶段的主动加量动作，南方市场主要以川渝区域带动为主，地方性尝鲜期腌腊消费开 启，本周日度屠宰样本日均宰杀量环比增加3.39%。同时受气温下降影响，山东南部、辽宁西部部分区 域有零星猪病散发，90kg以下小体重猪整体出栏占比为4.83%，较上周增加0.34%。应重视生猪板块空 间和重视优秀企业的盈利能力，在25年猪价持续低位与政策引导情况下，后续产能有望去化。 动 ...

Core Viewpoint - The company emphasizes its commitment to sustainable development and quality improvement in response to national policies and market demands [1] Group 1: Company Strategy - The company adheres to a long-term strategy focused on optimizing the scale of the egg-laying chicken industry, flexible production, and structural adjustments [1] - The company aims to enhance product quality and achieve sustainable, healthy, and green development [1] Group 2: Industry Response - The company is responding to national policies aimed at controlling overproduction and promoting high-quality development in the industry [1] - The company is committed to improving its biosecurity system and implementing green, low-carbon farming practices [1]

另外，截至目前，宁夏已有11家次上市公司开展回购增持超5亿元，其中3家公司积极使用了股票回购增 持再贷款工具，占比18.75%。 北方民族大学经济学院教授张晓凤在接受《证券日报》记者采访时表示，宁夏上市公司业绩实现稳健增 长，并积极通过现金分红、回购增持等多种方式回馈投资者，非常有助于提升投资者的获得感，并提振 投资者的投资信心。 为进一步加强宁夏辖区上市公司与投资者的沟通交流，切实保护投资者合法权益，5月28日，在宁夏证 监局指导下，由宁夏上市公司协会、深圳市全景网络有限公司主办的"宁夏辖区上市公司投资者集体接 待日暨2024年度业绩说明会"在银川市举行。截至目前，宁夏已连续18年举办投资者集体接待日暨业绩 说明会活动。 2024年，宁夏16家上市公司实现营业收入623.38亿元，同比增长4.40%；实现净利润64.77亿元，同比增 长5.43%。同时，宁夏9家上市公司披露实施现金分红36.89亿元，同比增长41.85%，分红上市公司家数 与分红金额均创历史新高，显示出宁夏上市公司以扎实业绩和真金白银回报投资者的力度进一步增强。 宁夏证监局上述相关负责人表示，宁夏证监局将始终把保护投资者合法权益作为工作的出 ...

Group 1: Financial Performance - The company achieved a revenue of CNY 971 million in 2024, representing a year-on-year increase of 16.83% [6][16] - The net profit attributable to shareholders reached CNY 44.81 million, up 128.95% compared to the previous year [6][16] - The company plans to distribute a cash dividend of CNY 0.2 per 10 shares for 2024 [10] Group 2: Market Dynamics and Product Strategy - The egg-laying chicken industry typically follows a three-year cycle, with seasonal peaks around the Mid-Autumn Festival and Spring Festival [3][5] - The company exports products to Mongolia, although the export revenue constitutes a small percentage of total sales [3] - The company is focused on optimizing its product structure and marketing strategies to adapt to changing market demands [14] Group 3: Future Growth and Development Plans - The company aims to enhance its core competitiveness through innovation in management, technology, and talent [17] - Future growth will be driven by increasing market share, improving product quality, and expanding into new markets [9][11] - The company is committed to sustainable development and enhancing its biosecurity and food safety measures [14][17] Group 4: Industry Trends - The egg-laying chicken industry is expected to see increased consolidation and a shift towards larger-scale farming operations [11][12] - There is a growing demand for new egg products and a focus on quality and branding in consumer preferences [12] - The industry is moving towards digitalization and requires a more skilled workforce [12]