> 数据图表如何看待1.12025-11-31.12025行情复盘：更注重业绩兑现能力全年来看，龙头企业牧原股份、温氏股份、德康农牧相对坚挺；傲农生物因经营改善、困境反转，年初至今涨幅较大。表：2025年主要上市猪企涨跌幅2025Q29.93%3.73%5月1.94%-0.50%4月2.43%1.62%2025Q37月8月9月1月2月0.81%0.41%8.96%1.35%5.08%2.31%3月6.72%2.40%10月 年初至今6月涨跌幅（%） 2025Q15.29% 26.16% 10.35% 18.55% -3.57% -3.43% 34.95%-3.20% -2.47%0.75%0.93%0.97%2.58%-2.47% 11.29%-2.30%-3.46% 23.89% 124.73% 18.79% 71.70% 10.18% -4.65% 13.83% 0.50% -16.65% -6.92% 157.19%28.95% 7.82%3.76% 11.16% 0.14% 16.59%-5.50% -3.82% -2.54%-4.31% -4.31% -0.41%0.62%-1.44% -0.63% -6.47%-4.07% -9.56%2.22%9.13%4.20%-5.76%0.31%1.26% 10.58%2.49%5.58%-1.55% -0.28% -14.51%2.41%1.29%-1.10% -0.32%5.50% 19.19% -1.79% 24.43%-4.72%2.87%0.98%-3.80% -3.28% -0.57%0.06%-2.61% -2.35% -0.34%8.13%-0.33% -3.63% -1.37%3.23%6.46% 44.35%2.20%0.41%9.03%-0.48%1.96%3.31%0.66%-4.68% -5.16%-1.17%2.66%-5.79% -3.02% -2.60% -0.27%4.47%-3.50% -11.28% -10.77% 21.89% -6.41% -11.65% 8.86%2.31%-8.66% -9.10% -2.02%2.24%2.17%-5.14% -5.82%9.16%2.55%-4.59% -5.45% -1.02%10.04% 6.81% -10.40% 14.98% -3.91%-2.26% -7.91% -1.53%4.05%0.54%牧原股份温氏股份德康农牧天康生物唐人神巨星农牧神农集团华统股份 -11.02% -8.88% -5.48%新五丰1.70%金新农京基智农东瑞股份正邦科技天邦食品傲农生物-1.31% 19.06% 3.23%0.84%-2.06%1.68%0.53%-5.07% -1.41%4.10%-1.59%5.74%-4.76%3.84%-0.10%-0.66%2.81%4.13%-1.55% 32.37% 5.26%-1.38%-2.69%6.58%9.96%3.66%-3.19%3.05%3.48%2.58%-2.46% -0.82%3.46%2.89%-7.22% -4.46%2.37%2.37%1.60%0.53%3.04% 12.22% 7.09%0.94% 10.68% 8.28%7.68%-1.18%2.56%-1.77% -1.44% -0.36%6.51%7.80%7.79%-4.00% 33.33% 5.28% 21.37% 4.35%-5.63%-8.27%2.98%生猪养殖指数 0.49%-3.16%0.15%3.61%4.41%2.00%0.29%2.07% 14.58% 5.36%9.96%-1.10% -3.10% 16.49%8资料来源：Wind、浙商证券研究所浙商证券农林牧渔
