经济观察网 普莱柯披露多项产品研发进展，并将召开临时股东会审议董事选举事项。 股票近期走势截至2026年2月27日收盘，普莱柯股价报14.24元，当日上涨0.99%，近5日累计上涨 2.45%；当日成交额8444万元，换手率1.71%。资金流向方面，2月27日主力资金净流入约308万元，而2 月26日主力资金曾净流出309万元，占当日成交额6.98%。股价波动区间内最高触及14.37元，最低为 13.79元。 机构观点机构综合目标价为17.00元，较当前价格存在约20%的上涨空间。根据盈利预测，2025年公司 净利润同比增速预计达101.14%，营收同比增长14.65%。近期机构评级以中性为主，调研频率较低。 以上内容基于公开资料整理，不构成投资建议。 近期事件普莱柯于2026年2月24日在投资者互动平台披露研发进展，公司多款禽腺病毒系列联苗已获得 新兽药注册证书并推向市场；禽流感重组杆状病毒载体三价灭活疫苗、猪伪狂犬病活疫苗等近10项产品 已通过新兽药注册初审或进入复核检验阶段；另有数款产品处于临床试验或实验室研究阶段。此外，公 司公告将于2026年3月6日召开临时股东会，审议选举第六届董事会董事及独立董事 ...

普莱柯生物工程股份有限公司 2026 年第一次临时股东会会议资料 普莱柯生物工程股份有限公司 2026 年第一次临时股东会会议资料 二 O 二六年三月 1 普莱柯生物工程股份有限公司 2026 年第一次临时股东会会议资料 普莱柯生物工程股份有限公司 2026 年第一次临时股东会会议须知 为维护投资者的合法权益，确保普莱柯生物工程股份有限公司（以下简称"公 司"）2026 年第一次临时股东会的正常秩序和议事效率，根据《中华人民共和国 公司法》《公司章程》《公司股东会议事规则》等有关规定，特制定本次股东会会 议须知： 一、会议组织 1、公司负责本次会议的程序安排和会务工作，出席会议人员应当听从工作 人员安排，共同维护好会议秩序。 2、为保证本次会议的正常秩序，除出席会议的股东及股东代表、董事、董 事会秘书、高级管理人员以及见证律师以外，公司有权拒绝其他人员进入会场。 对于影响本次会议秩序和损害其他股东合法权益的行为，公司将按规定加以制 止。 3、出席本次会议的股东及股东代表应当按照公司《关于召开 2026 年第一次 临时股东会的通知》要求，持相关证件办理签到手续。在大会主持人宣布现场出 席会议的股东及股东代表人数 ...

证券日报网讯2月24日，普莱柯（603566）在互动平台回答投资者提问时表示，公司多款禽腺病毒系列 联苗已获得新兽药注册证书并推向市场；禽流感(H5+H7)重组杆状病毒载体三价灭活疫苗、猪伪狂犬病 活疫苗(五基因缺失株)等近10项产品已通过新兽药注册初审或进入复核检验阶段；禽传染性支气管炎(悬 浮培养技术)系列联苗、犬四联活疫苗、犬三联活疫苗等产品已提交新兽药注册申报；猪流行性腹泻基 因工程亚单位疫苗、禽流感(悬浮培养技术)系列联苗等产品处于临床试验阶段；此外，数十项畜禽用和 宠物用疫苗、化学药品尚处于实验室研究阶段。 ...

Investment Rating - The report maintains a "Recommendation" rating for the veterinary medicine industry, expecting the industry index to outperform the benchmark index by more than 5% in the next 3-6 months [80]. Core Insights - In January, the majority of vaccine varieties saw a year-on-year decline in batch approvals, with the Veterinary Product Index (VPI) dropping 1.8% month-on-month, marking three consecutive months of decline [2][3]. - The report highlights that the overall performance of the animal vaccine and veterinary medicine sector has been affected by high base effects from the previous year, low breeding sentiment, and the timing of the Spring Festival impacting stocking rhythms [10][57]. - The report emphasizes the importance of innovation in driving performance, noting that companies demonstrating product, marketing, or capital operation innovations have shown better financial results [71][72]. Summary by Sections Vaccine Batch Approvals - In January, most vaccine products experienced a year-on-year decline in batch approvals. For pig vaccines, the majority saw declines, with only pseudorabies and blue ear vaccines showing increases of 13.1% and 30.2%, respectively. Other vaccines like foot-and-mouth disease and porcine circovirus vaccines saw declines ranging from 20% to 50% [9][10]. - In the poultry vaccine segment, the H5N1 trivalent vaccine and Marek's vaccine saw declines of 13.8% and 25.9%, respectively, while the newcastle disease vaccine remained flat [9][10]. Veterinary Raw Materials - The VPI index averaged 66.16 in January, down 1.8% from December, with a continued downward trend observed in the prices of most raw materials. For instance, the price of florfenicol dropped by 4.5% month-on-month, while amoxicillin saw a slight increase of 0.7% [57][58]. - Year-on-year comparisons show that while some products like tylosin and tilmicosin have seen significant price increases, amoxicillin has dropped by 28.8% [58][57]. Investment Recommendations - The report suggests focusing on undervalued companies with improvement logic, highlighting that the ongoing industry competition has led to a market environment where only innovative companies are likely to thrive. Recommended companies include Zhongmu Co., Ltd., Reap Bio, and others [71][73].

Investment Rating - The report maintains an investment rating of "Outperform" for the agriculture, forestry, animal husbandry, and fishery industry [8] Core Insights - The report highlights the stabilization and rebound of pig prices, with the January average price for external three yuan pigs at 12.68 yuan/kg, reflecting a month-on-month increase of 9.58% but a year-on-year decrease of 19.52% [8][21] - The "No. 1 Document" emphasizes the promotion of biological breeding industrialization, which is crucial for achieving self-sufficiency in seed sources and enhancing grain production capacity [19][20] - The pet food sector shows a positive trend, with December 2025 pet food exports reaching 37,700 tons, a year-on-year increase of 15.49% [35] Summary by Sections Market Review - In January 2026, the agriculture, forestry, animal husbandry, and fishery index rose by 1.63%, ranking 23rd among 30 sectors, while the Shanghai and Shenzhen 300 index increased by 1.65% [11] - The animal health sector performed well, while the forestry processing sector saw declines [11] Biological Breeding - The "No. 1 Document" calls for the implementation of actions to revitalize the seed industry and accelerate the breeding and promotion of breakthrough varieties [19][20] - The focus is on stabilizing grain and oil production and enhancing yield levels [19] Livestock and Poultry Data Tracking - Pig prices showed a rebound in January, with a tight supply supporting price increases [21] - The average price of white feather chickens rose to 3.73 yuan/jin, with a month-on-month increase of 1.36% [28] Pet Food Exports - Pet food exports maintained a year-on-year growth, with total exports for 2025 reaching 361,300 tons, a 7.78% increase [35] Investment Recommendations - The report suggests focusing on companies such as Muyuan Foods, Pulaike, Qiule Seed Industry, Guobao Pet, Zhongchong Co., and Petty Holdings, as the industry’s price-to-earnings and price-to-book ratios are below historical averages, indicating potential for valuation recovery [8]

Investment Rating - The report maintains an investment rating of "Outperform" for the agricultural, forestry, animal husbandry, and fishery industry [8] Core Insights - The report highlights the stabilization and rebound of pig prices, with the "No. 1 Document" reiterating the importance of biological breeding [8] - The report emphasizes the significance of the biological breeding industry for achieving self-sufficiency in seed sources and enhancing grain production capacity [19][20] - The report indicates that the industry is currently undervalued, with price-to-earnings (P/E) and price-to-book (P/B) ratios below historical averages, suggesting potential for valuation recovery [8] Summary by Sections Market Review - In January 2026, the agricultural, forestry, animal husbandry, and fishery index rose by 1.63%, underperforming the Shanghai and Shenzhen 300 index, which increased by 1.65% [11] - The animal health sector showed strong performance, while the timber processing sector lagged [11] Biological Breeding - The "No. 1 Document" emphasizes the need to promote the industrialization of biological breeding, which is crucial for achieving self-reliance in seed sources and enhancing grain production [19][20] Livestock Farming Data Tracking - In January 2026, the average price of pigs was 12.68 yuan/kg, reflecting a month-on-month increase of 9.58% but a year-on-year decrease of 19.52% [21] - The average price of white feather chickens rose to 3.73 yuan/jin, with a month-on-month increase of 1.36% and a year-on-year increase of 2.75% [28] Pet Food Exports - In December 2025, pet food exports reached 37,700 tons, a year-on-year increase of 15.49%, while the total export value for the year was 1.41 billion USD, a decrease of 4.62% [35] Investment Recommendations - The report suggests focusing on companies such as Muyuan Foods, Pulike, Qiule Seed Industry, Guobao Pet, Zhongchong Co., and Petty Co., as they are expected to benefit from the industry's recovery [8]

内容概要：禽用疫苗是预防禽类传染病的关键生物制剂，是现代家禽养殖业疫病防控的基石。国家出台 多项政策，从全产业链构建严密监管体系，为行业筑牢质量安全防线，推动产品升级，激活市场需求。 中国作为禽类养殖与消费大国，家禽生产平稳发展，出栏量增长、存栏量优化，为禽用疫苗市场提供坚 实需求基础，催生高端疫苗市场扩容空间。禽肉产量稳健增长，拉动防疫投入，禽蛋产量调整促使精准 化免疫模式转变，共同推动禽用疫苗市场规模扩张与产品结构升级。随着畜牧业发展，兽用生物制品市 场规模扩大，2024年禽用生物制品市场复苏增长。禽用疫苗细分市场中，灭活疫苗主导，活疫苗稳基， 其他疫苗高速扩容。未来，行业将在多重驱动下高质量发展，多联多价疫苗成研发主流，新型疫苗技术 商业化加快，行业集中度提升，并向综合服务模式转型，国内企业也将加快国际化布局。 上市企业：中牧股份（600195.SH）、瑞普生物（300119.SZ）、普莱柯（603566.SH）、生物股份 （600201.SH） 相关企业：乾元浩生物股份有限公司、杭州佑本动物疫苗有限公司、金宇益康生物技术（辽宁）股份有 限公司、河南祺祥生物科技有限公司、肇庆大华农生物药品有限公司、山西 ...

经济观察网 普莱柯（603566）（603566）近期将召开临时股东大会，同时公司2025年业绩预告显示净 利润同比大幅增长。 近期事件 业绩经营情况 公司于2026年1月20日发布了2025年年度业绩预告，预计归属于上市公司股东的净利润为1.76亿元至1.95 亿元，同比增长89.64%到110.11%。正式年度报告尚未披露。 以上内容基于公开资料整理，不构成投资建议。 公司于2026年2月6日召开了第五届第二十三次董事会会议，审议了《关于召开2026年第一次临时股东会 的议案》等文件，表明可能在未来短期内召开临时股东大会。 ...

Core Insights - The report titled "2026-2032 China Pet Industry Panorama Survey and Market Assessment" provides essential reference for decision-makers and investors in the pet industry, based on comprehensive analysis and interviews with industry experts and executives [1][4]. Industry Overview - The pet industry in China is transitioning from "rapid growth" to "high-quality development," with a shift in the role of pets from mere companions to emotional partners [8][10]. - The market for exotic pets (reptiles and aquatic pets) is rising, with a significant increase in the population of amphibians and reptiles expected [8]. - By 2026, the number of pets in China is projected to grow by 5.5% year-on-year, while the overall market size is expected to increase by 9.5% [10]. Market Dynamics - The pet industry has entered an era of "refined pet-keeping," characterized by an expanding market size and a shift towards high-end and emotional consumption [10]. - Challenges such as standardization, talent shortages, and economic fluctuations are present, but opportunities arise from technological empowerment, globalization, and policy support [10]. Historical Context - The development of the pet industry in China began in the early 1990s and has undergone various phases, including an enlightenment phase, a nurturing phase, and is now entering a high-speed development phase starting from 2025 [13][14]. - Changes in family structures, such as the increase in empty-nest and DINK families, along with rising income levels and improved consumption structures, are driving the growing demand for pets [13]. Data Collection Methodology - The report's data accuracy is ensured through multiple channels, including annual reports from listed companies, manufacturer surveys, dealer discussions, and expert validations, utilizing a proprietary industry analysis model [4][10]. Future Trends - The report anticipates that pets will increasingly be viewed as family members and emotional companions, driving the industry towards high-quality development [10]. - The pet industry is expected to see a rise in the variety of pet species and a flourishing pet services sector, with a trend towards down-market consumption [27].

证券日报网讯 2月6日，普莱柯发布公告称，公司董事会提名张许科先生、胡伟先生、裴莲凤女士、赵 锐先生、韩冰女士为公司第六届董事会非独立董事候选人；提名曹永长先生、王楚端先生、张宪胜先生 为公司第六届董事会独立董事候选人，其中张宪胜先生为会计专业人士。 （编辑 姚尧） ...