经济观察网 东瑞股份（001201）计划在2026年实现生猪出栏量200万头，供港活大猪目标约26万头，并 将商品猪完全成本降至13元/公斤以下。公司2026年资本性开支预算约1.6亿元，主要用于设施升级和产 能扩张，并计划通过代养模式出栏生猪25万头。2026年中央一号文件提及的产能调控、补贴和保险政策 可能为公司提供经营稳定性，但需关注行业周期波动和具体政策落地差异。公司于2026年1月30日接受 了多家机构调研，讨论了上述计划。2025年公司预计净利润亏损1.2亿至1.7亿元，主要受生猪价格下跌 影响，这可能对2026年业绩改善带来挑战。 以上内容基于公开资料整理，不构成投资建议。 ...

[Table_IndNa农me林Rpt牧Typ渔dee] 执业证书号：S0010520070003 邮箱：wangying@hazq.com 行业周报 [相Ta关bl报e_告Report] 更新量 157 万套，我国牛存栏已累计 下降 8.6% 2026-01-25 生猪价格跌破 12 元，行业有望重启去化 [行Ta业bl评e_级In：dR增an持k] 报告日期： 2026-2-7 [分Ta析bl师e_：Au王th莺or] 扭亏为盈，12 月宠物食品电商增速放 缓 2026-01-17 主要观点： 生猪价格跌至 11.87 元/公斤，生猪行业有望重启去化 行业[T指abl数e_与Cha沪rt]深 300 走势比较 1. 华安农业周报：2025 年白羽祖代 2. 华安农业周报：本周生猪自繁自养 ①生猪价格跌至 11.87 元/公斤。本周六，全国生猪价格 11.87 元/公 斤，周环比-2.8%。涌益咨询(1.30-2.5)：全国 90 公斤内生猪出栏占 比 4.39%，周环比-0.09pct；50 公斤二元母猪价格 1559 元/头，周环 比持平，同比-5.0%；规模场 15 公斤仔猪出栏价 471 元/头，周 ...

2026年1月刚过，几家上市猪企的销售数据便陆续公开。如果只看数据，你会注意到牧原卖了700多万头 猪，温氏接近300万头，新希望、天邦、东瑞出栏112.18万头、68.2万头、16.28万头。这些数字背后， 不仅是集团场的月度成绩单，也折射出当前生猪市场供需的微妙变化——猪价在连续低迷后，1月份出 现了环比的小幅回升。 根据企业公告，牧原股份1月商品猪销售均价12.57元/公斤，温氏股份毛猪均价12.75元/公斤，新希望为 12.48元/公斤，东瑞股份则达到13.33元/公斤。尽管同比来看，价格仍低于去年同期，但相较于2025年 12月，普遍有了每公斤几毛到一块多的上涨。农业农村部市场信息平台的数据也印证了这一趋势：12月 猪价多数时间在12元/公斤以下徘徊，而1月多数时间已站上12元/公斤，部分时段触及13元/公斤以上。 这种起伏，是春节前阶段性备货、集团场出栏节奏调整等多重因素交织的结果，也再次提醒我们，猪价 始终在波动中寻找平衡。 一、规模场与散户的各自棋局 集团企业每月稳定的百万级出栏量，依托的是其资本、技术和产业链布局。这些数字对它们而言，是产 能的释放、现金流的周转，也是应对行业周期的底气。例如 ...

Group 1 - ZTE Corporation plans to invest 200 million RMB to subscribe to the Guangdong-Hong Kong-Macao Greater Bay Area Venture Capital Guidance Fund, focusing on areas supported by national policies such as new generation information technology and biotechnology [1] - Huayi Jewelry's subsidiary has reported overdue loans totaling 200 million RMB due to tight liquidity, with a cumulative overdue principal of 254 million RMB [2] - Guangzhou Baiyunshan Pharmaceutical's subsidiary has received approval for the consistency evaluation of Alfacalcidol soft capsules, which are used to treat calcium metabolism disorders [3] Group 2 - Kunming Pharmaceutical Group reported a 21.72% decline in revenue to 6.577 billion RMB and a 46% drop in net profit to 350 million RMB for 2025 [4] - Jiantou Energy's application for a specific stock issuance has been approved by the Shenzhen Stock Exchange [5] - Jinchuan Titanium Industry's subsidiary has temporarily suspended its sulfuric acid production due to reduced demand [6] Group 3 - Kelun Pharmaceutical's subsidiary has received approval for a new indication for its antibody-drug conjugate, which is used to treat advanced hormone receptor-positive breast cancer [7] - Fawer Co., Ltd. has completed the relocation of its Chongqing Yuantai Shock Absorber Company and commenced production [8] - Jiuzhoutong's subsidiary has received acceptance for the listing application of Betahistine Hydrochloride tablets [9] Group 4 - Zhongguancun plans to build a traditional Chinese medicine and raw material drug production base in Jiamusi City, Heilongjiang Province [11] - China Wuyi announced that part of its land in Kenya has been requisitioned by the government, with compensation of approximately 6.25 million RMB [12] - Times Electric reported a 15.46% increase in revenue to 28.761 billion RMB and a 10.88% increase in net profit to 4.105 billion RMB for 2025 [13] Group 5 - Top Cloud Agriculture's shareholder has received regulatory measures from the Zhejiang Securities Regulatory Bureau for failing to timely disclose shareholding changes [14] - Xinwanda's subsidiary has reached a settlement in a lawsuit involving over 2.314 billion RMB, with an estimated impact of 500 to 800 million RMB on net profit for 2025 [15] - Dongrui Co., Ltd. reported a 25.19% increase in pig sales revenue in January, totaling 214 million RMB [16] Group 6 - Tianjin Tianshi reported a 3.08% decline in revenue to 8.236 billion RMB, while net profit increased by 15.68% to 1.105 billion RMB for 2025 [17] - Wantong Expressway plans to invest approximately 5.42 billion RMB in the renovation and expansion of the Lianhuo Expressway [18] - Qiaoyin Co., Ltd. has pre-qualified for a sanitation integration service project worth approximately 73.8 million RMB [20] Group 7 - Jindi Co., Ltd. plans to acquire 100% equity of Yuni Precision for 116 million RMB, focusing on precision stamping products [21] - Heng Rui Medicine's HRS-4642 injection has been included in the list of breakthrough therapeutic varieties [22] - Tongde Chemical has had some assets frozen due to a financing lease dispute [23] Group 8 - Zhongli Co., Ltd. is establishing an industrial fund with a total commitment of approximately 408.76 million RMB, focusing on new materials and artificial intelligence [24] - Tianbang Food reported a 9.93% increase in pig sales revenue in January, totaling 674 million RMB [25] - New Hope reported a 10.03% decrease in pig sales revenue in January, totaling 1.628 billion RMB [26] Group 9 - Tainkang's subsidiary has received a drug registration certificate for Minoxidil topical solution [27] - Lihua Co., Ltd. reported a 9.8% increase in chicken sales revenue in January, totaling 1.289 billion RMB [28] - Guojitong General reported a 45.71% increase in net profit to 58.52 million RMB for 2025 [29] Group 10 - Zhixin Co., Ltd. plans to invest up to 1.1 billion RMB in an automotive stamping and welding parts project [30] - Chuangyuan Technology's subsidiary has pre-qualified for a National Grid project worth approximately 94.77 million RMB [31] - Lisheng Pharmaceutical's adenine phosphate raw material has passed the listing application [32] Group 11 - Tongguang Cable's subsidiary has pre-qualified for a National Grid project worth approximately 108 million RMB [33] - Zhenghong Technology reported a 7.74% increase in pig sales revenue in January, totaling 14.35 million RMB [34] - Pengding Holdings reported a 0.07% decrease in consolidated revenue in January, totaling 2.701 billion RMB [35] Group 12 - Hongri Pharmaceutical has received approval for clinical trials of its injectable drug for acute pancreatitis [36][37] - Xinhua Medical has decided to terminate the acquisition of a 36.19% stake in Wuhan Zhongzhi Biotechnology [38] - Tianyu Bio reported an 11.23% decrease in pig sales revenue in January, totaling 54.29 million RMB [39]

证券代码：001201 证券简称：东瑞股份 公告编号：2026-008 东瑞食品集团股份有限公司 | 时间 | 生猪销售数量 | | | 生猪销售收入 | 商品猪价格 | | --- | --- | --- | --- | --- | --- | | | （万头） | | | （亿元） | （元/公斤） | | | 当月 | 累计 | 当月 | 累计 | 当月 | | 2025年1月 | 9.13 | 9.13 | 1.39 | 1.39 | 16.53 | | 2025年2月 | 10.09 | 19.22 | 1.58 | 2.97 | 15.86 | | 2025年3月 | 11.98 | 31.20 | 1.79 | 4.75 | 15.38 | | 2025年4月 | 17.05 | 48.24 | 2.23 | 6.98 | 15.81 | | 2025年5月 | 15.54 | 63.79 | 2.03 | 9.01 | 15.57 | | 2025年6月 | 12.71 | 76.50 | 1.66 | 10.67 | 15.57 | | 2025年7月 | 12.02 | 88.52 | 1 ...

智通财经APP讯，东瑞股份(001201.SZ)披露2026年1月份生猪销售简报，2026年1月份，公司共销售生猪 16.28万头，销售收入2.14亿元，环比上升25.19%;商品猪销售均价13.33元/公斤，环比上升6.30%。其中 向全资子公司河源市东瑞肉类食品有限公司销售生猪0.08万头。 ...

东瑞股份（001201）(001201.SZ)披露2026年1月份生猪销售简报，2026年1月份，公司共销售生猪16.28 万头，销售收入2.14亿元，环比上升25.19%;商品猪销售均价13.33元/公斤，环比上升6.30%。其中向全 资子公司河源市东瑞肉类食品有限公司销售生猪0.08万头。 ...

格隆汇2月6日丨东瑞股份(001201.SZ)公布，2026年1月份，公司共销售生猪16.28万头，销售收入2.14亿 元，环比上升25.19%；商品猪销售均价13.33元/公斤，环比上升6.30%。其中向全资子公司河源市东瑞 肉类食品有限公司销售生猪0.08万头。 ...

东瑞股份公告，2026年1月份，公司共销售生猪16.28万头，销售收入2.14亿元，环比上升25.19%；商品 猪销售均价13.33元/公斤，环比上升6.30%。其中向全资子公司河源市东瑞肉类食品有限公司销售生猪 0.08万头。 ...

证券之星消息，2月2日养殖业板块较上一交易日下跌2.27%，天邦食品领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。养殖业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) | | --- | --- | --- | --- | --- | --- | | 002124 | 天邦食品 | 2.56 | -6.91% | 108.78万 | 2.83亿 | | 002321 | 华英农业 | 2.33 | -6.80% | 76.40万 | 1.82亿 | | 000735 | 罗牛山 | 7.98 | -5.56% | 79.74万 | 6.45亿 | | 002157 | 正邦科技 | 3.13 | -5.15% | 238.43万 | 7.60亿 | | 300761 | 立华股份 | 19.27 | -4.18% | 10.37万 | 2.03亿 | | 000876 | 新希望 | 8.67 | -4.09% | 65.84万 | 5.73亿 | | 002982 | 湘佳股份 | 14.35 ...