博威合金：控股股东博威集团拟增持1亿–1.5亿元 2月9日晚，博威合金(601137)发布公告称，控股股东博威集团拟自2026年2月10日至2026年8月9日通过 上交所集中竞价增持A股，增持金额1亿元至1.5亿元，本次计划不设价格区间，资金来源为自有及自筹 资金；增持前持股2.31亿股，占25.19%。 厦门空港：1月飞机起降16368架次 旅客吞吐量238.07万人次 先导智能：本次H股公开发行价格为每股45.8港元 2月9日晚，先导智能(300450)发布公告称，公司已确定本次H股发行的最终价格为每股45.8港元。公司 本次发行的H股预计于2026年2月11日在香港联交所主板挂牌并开始上市交易。 吉大通信：预中标5104.36万元中国移动项目 2月9日晚，吉大通信(300597)发布公告称，中国移动采购与招标网于近日再次发布了《2025非年度(第二 批)及2026—2027年度规划设计业务非核心技术配合服务采购-中选候选人公示》(部分标段）以及《2026 —2027年度设计院软件成本度量服务非核心能力技术配合服务集中采购项目-中选候选人公示》，公司 为招标项目中选候选人之一。公司预计本次拟中选份额的预估 ...

证券代码：688526 证券简称：科前生物 公告编号：2026-001 武汉科前生物股份有限公司 关于获批新兽药注册证书的自愿性信息披露公告 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、准确性和完整性依 法承担法律责任。 根据《兽药管理条例》和《兽药注册办法》规定，经中华人民共 和国农业农村部审查，批准公司申报的猪圆环病毒 2 型重组杆状病毒 灭活疫苗（CH17 株，悬浮培养）为新兽药，并核发《新兽药注册证 书》，具体详情如下： 一、新兽药的基本信息 新兽药名称：猪圆环病毒 2 型重组杆状病毒灭活疫苗（CH17 株， 悬浮培养） 英文名：Porcine Circovirus Type 2 Recombinant Baculovirus Vaccine，Inactivated (Strain CH17, Suspension Culture) 新兽药注册证书号：（2026）新兽药证字 31 号 注册分类：三类 研制单位：武汉科前生物股份有限公司 监测期：3 年 主要成分与含量：每头份疫苗中含有表达的猪圆环病毒 2d 型 Cap 武汉科前生物股份有限公司以 ...

科前生物公告称，经 农业农村部审查，公司申报的猪圆环病毒2型重组杆状病毒灭活疫苗获批新兽药， 获《新兽药注册证书》，注册分类为三类，监测期3年。该疫苗用于预防猪圆环病毒2型感染疾病，免疫 后28日产生免疫，主动免疫持续4个月，仔猪被动免疫至21日龄。产品获批将丰富公司产品种类，提升 竞争力，但上市前需取得批准文号，生产销售时间及效益存在不确定性。 ...

该产品的成功获批，将进一步丰富公司的产品种类，推动公司产品及业务向多元化方向发展，有利于进 一步提升公司的市场竞争力，对公司经营发展具有一定的积极作用。 科前生物(688526.SH)发布公告，根据《兽药管理条例》和《兽药注册办法》规定，经中华人民共和国 农业农村部审查，批准公司申报的猪圆环病毒2型重组杆状病毒灭活疫苗(CH17株，悬浮培养)为新兽 药，并核发《新兽药注册证书》。 ...

Investment Rating - The report gives an "Overweight" rating for the agricultural industry, indicating that it is expected to outperform the overall market [3][10]. Core Insights - The 2026 Central Document emphasizes food security and agricultural modernization, reiterating the importance of "new agricultural productivity" and the continuous focus on seed industry revitalization, particularly in biological breeding [4]. - In livestock, there is a shift towards "strengthening" comprehensive regulation of pig production capacity, with a focus on stabilizing the beef and dairy industries, and promoting dairy product consumption [4]. - The document highlights the importance of grain security, aiming to stabilize grain production at around 14 trillion jin, and introduces measures to enhance grain circulation efficiency [4]. - The report outlines the implementation of agricultural technology, including the integration of artificial intelligence with agriculture, and identifies key application scenarios such as drones, IoT, and robotics [4]. - The report suggests three main investment focuses: the recovery of the beef and dairy industries, the expected rebound in the pig cycle, and the continued advancement of the seed industry and biological breeding [4]. Summary by Sections Livestock Industry - The report indicates a comprehensive approach to regulating pig production capacity and acknowledges the success of measures taken to support the beef and dairy industries [4]. - It also mentions the introduction of multiple measures to promote dairy product consumption for the first time [4]. Crop Production - The focus remains on food security, with a commitment to stabilize grain production and enhance the efficiency of grain circulation [4]. - The report introduces a new round of initiatives aimed at increasing grain production capacity, particularly for oilseed crops like soybeans [4]. Seed Industry - The report emphasizes the ongoing implementation of seed industry revitalization actions and the acceleration of biological breeding industrialization [4]. - It notes the continuous mention of biological breeding in the Central Document over the past six years, highlighting its growing importance [4]. Agricultural Technology - The report outlines the path for implementing new agricultural productivity, emphasizing the need for technology integration, particularly in AI applications [4]. Agricultural Trade - The report advocates for the coordination of agricultural trade and production, promoting diversification of agricultural imports and supporting the export of competitive agricultural products [4].

证券之星消息，2月3日动物保健板块较上一交易日上涨1.15%，*ST绿康领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。动物保健板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002868 | *ST绿康 | 36.70 | 3.29% | 1.10万 | 3960.68万 | | 300871 | 回盛生物 | 28.30 | 2.83% | 16.64万 | 4.67亿 | | 920970 | 大禹生物 | 8.14 | 2.13% | 2.33万 | 1892.03万 | | 603566 | 普莱柯 | 14.00 | 2.04% | 6.61万 | 9186.90万 | | 920275 | 驱动力 | 9.15 | 1.78% | 1.49万 | 1360.88万 | | 920729 | 永顺生物 | 9.43 | 1.73% | 5.21万 | 4848.32万 | | 688526 | 科前生物 | ...

Investment Rating - The report assigns an "Accumulate" rating for the industry [3] Core Insights - The price of piglets follows a clear historical pattern, with expectations for continued price increases followed by a decline around May/June. A significant capacity reduction cycle is anticipated in 2026, primarily occurring in the second half of the year, while stock prices are expected to start rising in the first half [5][6] - The report emphasizes that piglet prices are influenced by production patterns, with December and January being peak slaughter months, leading to increased demand for piglets. Conversely, supply remains relatively stable, which can lead to price increases when demand surges [7] - The report highlights that piglet prices do not correlate with pig price expectations and cannot be used to predict pig prices. The annual variations in piglet prices are consistent, while pig prices fluctuate yearly, indicating a lack of direct relationship [7] - The report recommends focusing on the pig farming sector, predicting a significant capacity reduction cycle in 2026. It suggests that the first half of 2026 will resemble the first half of 2023, with losses in fat pigs but profits in piglets, leading to a smoother capacity reduction after the anticipated price drop in May/June [7] - Key companies to watch include Muyuan Foods, Wens Foodstuff Group, Tiankang Biological, Juxing Agriculture, and Shennong Group, as their valuations are currently at the bottom, with potential for stock price increases as the industry faces losses and clearer capacity reduction trends [7][8] Summary by Sections Historical Price Trends - Piglet prices exhibit a clear historical trend, typically bottoming out in December/January and peaking in May/June. The fluctuations are tied to seasonal production patterns and demand cycles [5][7] Production and Supply Dynamics - The report discusses the relationship between supply and demand, noting that while supply is stable, demand spikes during certain months can lead to price increases. The cyclical nature of pig farming is highlighted, with adjustments made to align production with demand [7] Investment Opportunities - The report identifies a significant capacity reduction cycle in the pig farming industry for 2026, suggesting that investors should focus on companies with strong fundamentals and current low valuations, as they are likely to benefit from the anticipated market changes [7][8]

从资金流向上来看，当日动物保健板块主力资金净流入5981.69万元，游资资金净流入2201.21万元，散户 资金净流出8182.9万元。动物保健板块个股资金流向见下表： 证券之星消息，1月30日动物保健板块较上一交易日下跌0.23%，金河生物领跌。当日上证指数报收于 4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。动物保健板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300871 | 回盛生物 | 29.46 | 3.51% | 30.31万 | 9.01亿 | | 002868 | *ST绿康 | 35.79 | 1.97% | 1.12万 | 3943.24万 | | 920970 | 大禹生物 | 8.54 | 1.79% | 5.41万 | 4640.00万 | | 688098 | 申联生物 | 9.53 | 1.49% | 5.11万 | 4838.44万 | | 600195 | 中牧股份 | 8.17 | 0.74% | 2 ...

Core Viewpoint - The animal health sector experienced a slight decline of 0.2% on January 28, with Yongshun Biological leading the drop, while the overall market indices showed minor gains [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4151.24, up by 0.27% [1]. - The Shenzhen Component Index closed at 14342.9, up by 0.09% [1]. - The animal health sector's performance is summarized in a table showing individual stock movements, with notable gainers including Biological Shares and Jinhai Biological, which rose by 1.51% and 1.49% respectively [1]. Group 2: Stock Performance - Yongshun Biological saw a significant decline of 7.49%, closing at 10.13, with a trading volume of 141,500 shares and a turnover of 145 million yuan [2]. - Other notable decliners included Shoufeng Holdings and Haili Biological, which fell by 2.21% and 2.08% respectively [2]. - The trading volume and turnover for various stocks in the animal health sector are detailed, indicating varied investor interest [2]. Group 3: Capital Flow - The animal health sector experienced a net inflow of 18.02 million yuan from institutional investors, while retail investors saw a net inflow of 9.33 million yuan [2]. - However, there was a net outflow of 27.35 million yuan from speculative funds, indicating a mixed sentiment among different investor types [2]. - A detailed table shows the net capital flow for individual stocks, highlighting significant movements in and out of various companies [3].

Market Overview - The animal health sector experienced a decline of 2.78% on January 27, with Huisheng Biological leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - Key stocks in the animal health sector showed varied performance, with the following notable changes: - Huisheng Biological (300871) closed at 29.89, down 8.37% with a trading volume of 376,900 shares and a transaction value of 1.148 billion [2] - Other significant declines included: - ST Lvkang (002868) down 3.86% to 35.40 [1] - Kexin Biological (688526) down 3.88% to 17.10 [1] - Haili Biological (603718) down 4.13% to 6.73 [1] Capital Flow - The animal health sector saw a net outflow of 45.7033 million from institutional investors, while retail investors experienced a net outflow of 59.3359 million [2] - Conversely, speculative funds recorded a net inflow of 105 million [2] Individual Stock Capital Flow - Notable capital flow for specific stocks included: - ST Lvkang (002868) had a net inflow of 29.8876 million from institutional investors, but a net outflow of 40.6641 million from speculative funds [3] - Zhongmu Co. (600195) saw a net inflow of 21.2767 million from institutional investors, with a significant net outflow of 66.5383 million from retail investors [3] - Jinhe Biological (002688) had a net inflow of 19.2937 million from institutional investors, but also faced a net outflow from retail investors [3]