002714 牧原股份
交易中 04-09 14:20:42
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西南证券：给予牧原股份买入评级，目标价55.92元
证券之星 · 04-08 19:15
西南证券：给予牧原股份买入评级，目标价55.92元
牧原股份(02714)3月销售商品猪约675万头 同比下降2.65%
智通财经网 · 04-08 19:04
牧原股份(02714)3月销售商品猪约675万头 同比下降2.65%
【券商聚焦】中航证券维持牧原股份(02714)买入评级 指将收益于行业产能去化
金吾财讯 · 04-08 17:19
【券商聚焦】中航证券维持牧原股份(02714)买入评级 指将收益于行业产能去化
牧原股份：公司2026年一季报预约披露时间为2026年4月22日
每日经济新闻 · 04-07 10:19
牧原股份：公司2026年一季报预约披露时间为2026年4月22日
猪价探底背后：行业全链有望重塑
中国经营网 · 04-04
猪价探底背后：行业全链有望重塑
牧原股份（002714）披露2026年第一季度可转换公司债券转股情况，4月3日股价下跌1.72%
证券之星 · 04-03
牧原股份（002714）披露2026年第一季度可转换公司债券转股情况，4月3日股价下跌1.72%
牧原股份2025年超额完成降负债目标 财务更加健康
理财周刊-财事汇 · 04-02
牧原股份2025年超额完成降负债目标 财务更加健康
全国出栏占比升至10.8% 牧原股份明确了“出海养猪”新方向
21世纪经济报道 · 04-01
全国出栏占比升至10.8% 牧原股份明确了“出海养猪”新方向
牧原股份（002714）披露2025年年度报告，3月30日股价下跌4.36%
证券之星 · 03-30
牧原股份（002714）披露2025年年度报告，3月30日股价下跌4.36%
猪价跌破10元关口、猪企深度亏损，“底部反转”信号来了？
第一财经 · 03-30
猪价跌破10元关口、猪企深度亏损，“底部反转”信号来了？
港股异动 | 牧原股份(02714)绩后跌超6% 股价创上市新低 猪价走低拖累全年纯利下滑逾13%
智通财经 · 03-30
港股异动 | 牧原股份(02714)绩后跌超6% 股价创上市新低 猪价走低拖累全年纯利下滑逾13%
猪价创新低 牧原股份增收不增利
市场资讯 · 03-30
猪价创新低 牧原股份增收不增利
牧原股份：3月27日接受机构调研，招商基金、Citadel等多家机构参与
证券之星 · 03-29
牧原股份：3月27日接受机构调研，招商基金、Citadel等多家机构参与
国金证券：给予牧原股份买入评级
证券之星 · 03-29
国金证券：给予牧原股份买入评级
牧原股份（002714）2025年年报简析：增收不增利
证券之星 · 03-29
牧原股份（002714）2025年年报简析：增收不增利
事关养殖成本、海外发展、降低负债等，牧原股份最新回应
大河财立方 · 03-28
事关养殖成本、海外发展、降低负债等，牧原股份最新回应
猪价创历史新低！“猪茅”牧原股份屠宰肉食业务首次年度盈利，去年降负债超170亿
时代财经 · 03-28
猪价创历史新低！“猪茅”牧原股份屠宰肉食业务首次年度盈利，去年降负债超170亿
2026年平均成本目标降至11.5元/kg以下，“公司具备穿越周期能力”，屠宰业务首次年度盈利牧原股份业绩交流会信息量大
每日经济新闻 · 03-28
2026年平均成本目标降至11.5元/kg以下，“公司具备穿越周期能力”，屠宰业务首次年度盈利牧原股份业绩交流会信息量大
生猪市场价格承压，牧原股份(002714.SZ)2025年度归母净利润下降13.39%至154.87亿元
智通财经 · 03-27
生猪市场价格承压，牧原股份(002714.SZ)2025年度归母净利润下降13.39%至154.87亿元
牧原股份最新公告：2025年净利润154.87亿元同比下降13.39%
证券之星 · 03-27
牧原股份最新公告：2025年净利润154.87亿元同比下降13.39%
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公司概况
公司名称：
牧原食品股份有限公司
所属行业：
畜牧业
上市日期：
2014-01-28
主营业务：
牧原食品股份有限公司的主营业务是生猪的养殖销售、生猪屠宰。公司的主要产品是商品猪、仔猪、种猪、白条、分割品、副产品。2025年，公司全程智能化“生猪智慧养殖模式”入选农业农村部官网发布的智慧农业建设典型案例，“数字化种养循环”模式入选《CMG乡村振兴观察报告（2023-2024）》典型案例。
发行价格：
24.07
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86.06亿元，同比下降32.73%。商品猪销售价格和收入同比降幅较大，主要受生猪市场行情波动的影响。截至2026年3月末，公司能繁母猪存栏为312.9万头。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1426111.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["LU1655091616.SGD","BK0056","BK0070","BK0187","BK1237","002714","BK0196","BK0240","BK0028","BK0195","BK0197","02714"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625912369","title":"【券商聚焦】中航证券维持牧原股份(02714)买入评级 指将收益于行业产能去化","url":"https://stock-news.laohu8.com/highlight/detail?id=2625912369","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625912369?lang=zh_cn&edition=full","pubTime":"2026-04-08 17:19","pubTimestamp":1775639985,"startTime":"0","endTime":"0","summary":"产业产能有望合理有序调减，公司积极海外拓潜，向全球养殖巨头成长演化。业绩同比波动主要受生猪市场价格下降影响。在生猪出栏量上，2025年全年公司销售商品猪7798.1万头，同比增长19.10%。随着未来猪价行情压力，行业产能去化趋势望延续。行业产能去化过程，也是生猪板块远期预期抬升过程，以牧原股份为代表的优质养殖集团有望充分受益。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978404","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["002714","02714","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625866429","title":"牧原股份：公司2026年一季报预约披露时间为2026年4月22日","url":"https://stock-news.laohu8.com/highlight/detail?id=2625866429","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625866429?lang=zh_cn&edition=full","pubTime":"2026-04-07 10:19","pubTimestamp":1775528358,"startTime":"0","endTime":"0","summary":"每经AI快讯，有投资者在投资者互动平台提问：近期，饲料价格明显上涨，生猪价格又持续低迷，部分地区已经跌破9元，请问公司一季度亏损预告何时发布？牧原股份（002714.SZ）4月7日在投资者互动平台表示，相关财务数据请关注公司《2026年一季度报告》，已预约披露时间为2026年4月22日。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604073696227060.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604073696227060.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["002714","BK0240","LU1655091616.SGD","BK0197","BK0187","BK0196","02714","BK0056","BK0070","BK0028","BK0195","BK1237"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624662148","title":"猪价探底背后：行业全链有望重塑","url":"https://stock-news.laohu8.com/highlight/detail?id=2624662148","media":"中国经营网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624662148?lang=zh_cn&edition=full","pubTime":"2026-04-04 03:58","pubTimestamp":1775246320,"startTime":"0","endTime":"0","summary":"供需波动导致我国生猪价格持续下探，进而引发行业内外的广泛讨论。数据显示，截至3月底，全国外三元生猪均价在9.4元/公斤左右，同比降幅30%，比年初水平下降20%。多位行业人士告诉《中国经营报》记者，按全国平均水平，当前生猪养殖完全成本仍在13元/公斤左右，按出栏体重125公斤推算，意味着头均亏损450元左右。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604043695328679.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["002124","002567","BK0188","BK0197","02714","BK0194","02137","BK0039","002458","BK0070","300498","BK0183","BK0201","BK0240","BK0238","BK0196","BK1161","000876","BK1574","BK1237","BK0056","002714","BK0195","BK0187","LU1655091616.SGD","BK0012","BK1587","BK0028","BK0077"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624668246","title":"牧原股份（002714）披露2026年第一季度可转换公司债券转股情况，4月3日股价下跌1.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2624668246","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624668246?lang=zh_cn&edition=full","pubTime":"2026-04-03 22:07","pubTimestamp":1775225235,"startTime":"0","endTime":"0","summary":"截至2026年4月3日收盘，牧原股份报收于42.9元，较前一交易日下跌1.72%，最新总市值为2476.61亿元。该股当日开盘43.43元，最高43.5元，最低42.7元，成交额达11.36亿元，换手率为0.7%。牧原股份于近日披露《关于2026年第一季度可转换公司债券转股情况的公告》。公告显示，2026年第一季度，“牧原转债”因转股减少192张，转换为公司A股432股。截至2026年3月31日，剩余可转债95,430,113张。公告还列示了股份变动情况。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026040300043207.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0240","BK0028","BK0187","LU1655091616.SGD","BK0196","002714","02714","BK0070","BK0056","BK0195","BK0197","BK1237"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624579494","title":"牧原股份2025年超额完成降负债目标 财务更加健康","url":"https://stock-news.laohu8.com/highlight/detail?id=2624579494","media":"理财周刊-财事汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624579494?lang=zh_cn&edition=full","pubTime":"2026-04-02 15:59","pubTimestamp":1775116758,"startTime":"0","endTime":"0","summary":"3月27日晚间，牧原股份发布2025年年报。报告期内，公司实现营业收入1441.45亿元，同比增长4.49%；实现净利润154.87亿元，同比下降13.39%，主要原因为生猪价格下降。近年来，牧原股份持续推动降本增效，公司财务结构不断优化，负债规模持续下降。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604023693418255.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0195","BK0028","BK0056","BK1237","02714","LU1655091616.SGD","BK0070","BK0197","BK0187","002714","BK0240","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624551956","title":"全国出栏占比升至10.8% 牧原股份明确了“出海养猪”新方向","url":"https://stock-news.laohu8.com/highlight/detail?id=2624551956","media":"21世纪经济报道","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624551956?lang=zh_cn&edition=full","pubTime":"2026-04-01 07:00","pubTimestamp":1774998000,"startTime":"0","endTime":"0","summary":"“2026年，公司海外业务发展的目标是在越南落地养殖产能，打通在当地发展的技术路径，组建本地化团队……”上周末，接近500人的年报交流会上，牧原股份首次公开明确了推动海外产能落地。背后是，公司原有依靠国内养殖规模扩张的增长逻辑，发生明显改变。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604013690972948.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604013690972948.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0056","02714","BK0070","BK0187","BK0197","BK0240","LU1655091616.SGD","BK0195","BK0028","002714","BK1237","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623318086","title":"牧原股份（002714）披露2025年年度报告，3月30日股价下跌4.36%","url":"https://stock-news.laohu8.com/highlight/detail?id=2623318086","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623318086?lang=zh_cn&edition=full","pubTime":"2026-03-30 17:18","pubTimestamp":1774862292,"startTime":"0","endTime":"0","summary":"截至2026年3月30日收盘，牧原股份报收于43.23元，较前一交易日下跌4.36%，最新总市值为2495.67亿元。该股当日开盘44.78元，最高44.8元，最低43.02元，成交额达23.28亿元，换手率为1.4%。公司于近日披露《2025年年度报告》。报告显示，牧原股份2025年实现营业收入1,441.45亿元，同比增长4.49%；归属于上市公司股东的净利润为158.12亿元，同比下降13.39%。基本每股收益为2.88元，稀释每股收益为2.84元，加权平均净资产收益率为20.57%，较上年下降4.53个百分点。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026033000023427.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0240","BK1237","BK0196","BK0197","BK0195","002714","BK0028","BK0070","BK0056","LU1655091616.SGD","BK0187","02714"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623339005","title":"猪价跌破10元关口、猪企深度亏损，“底部反转”信号来了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2623339005","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623339005?lang=zh_cn&edition=full","pubTime":"2026-03-30 16:50","pubTimestamp":1774860618,"startTime":"0","endTime":"0","summary":"近期国内生猪价格加速探底，价格跌破10元/公斤关口，报9.33元/公斤。截至3月30日，猪价年内跌幅扩大至约24%，当前水平已跌至2009、2014、2018年多轮猪周期的历史底部区间。生猪期货各合约接连刷新上市以来历史最低点，亦反映市场对二季度猪价的悲观情绪。关于猪周期，过去两年市场已多次出现“底部已至”的讨论，最终都被持续下跌的猪价证伪。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603303688758623.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603303688758623.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0188","UBS","IE0034235071.USD","BK0056","BK0240","BK4588","LU1655091616.SGD","LU1863844665.USD","000876","BK0194","BK0183","BK0195","BK0012","BK0187","BK4534","BK0238","LU3187612489.SGD","BK0196","BK0197","LU1829250122.USD","BK0070","LU1863844749.USD","300498","BK0028","BK4118","002714","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623362262","title":"港股异动 | 牧原股份(02714)绩后跌超6% 股价创上市新低 猪价走低拖累全年纯利下滑逾13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2623362262","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623362262?lang=zh_cn&edition=full","pubTime":"2026-03-30 10:16","pubTimestamp":1774836961,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，牧原股份绩后跌超6%，盘中低见38.34港元，创上市新低。截至发稿，跌5.46%，报39.12港元，成交额1.43亿港元。消息面上，牧原股份发布年度业绩，全年实现营收1441.45亿元，同比微增4.49%；归母净利润154.87亿元，同比下降13.39%。牧原股份在年报中指出，2025年净利下滑的核心原因在于生猪价格的下降。据测算，2025年出栏生猪头均盈利为31元，较2024年减少了183元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1421521.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0197","VXUS","LU1655091616.SGD","002714","BK0056","BK0187","BK0240","02714","BK0028","BK4585","BK0195","BK4588","BK1237","BK0196","BK0070"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623655533","title":"猪价创新低 牧原股份增收不增利","url":"https://stock-news.laohu8.com/highlight/detail?id=2623655533","media":"市场资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623655533?lang=zh_cn&edition=full","pubTime":"2026-03-30 00:17","pubTimestamp":1774801020,"startTime":"0","endTime":"0","summary":" 在猪价创下新低、行业整体微利的背景下，生猪养殖龙头企业牧原股份出现了增收不增利。近日，牧原股份发布2025年年报，公司全年实现营业收入1441.45亿元，同比增长4.49%；实现归母净利润154.87亿元，同比下降13.39%。牧原股份在年报中指出，2025年净利下滑的核心原因在于生猪价格的下降。 就2025年业绩的相关问题，北京商报记者向牧原股份发去采访函，但截至发稿未收到回复。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2026-03-30/doc-inhssscn4501721.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["002714","02714","BK0197","BK0195","BK0240","BK0196","BK0070","BK1237","LU1655091616.SGD","BK0028","BK0056","BK0187"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623351454","title":"牧原股份：3月27日接受机构调研，招商基金、Citadel等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2623351454","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623351454?lang=zh_cn&edition=full","pubTime":"2026-03-29 22:30","pubTimestamp":1774794640,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年3月28日牧原股份发布公告称公司于2026年3月27日接受机构调研，招商基金源洁莹、CitadelSimon Gao、BalyasnyKaren Liu、南方基金刘葳洋、广发基金刘娜、嘉实基金马晓煜、华泰资产管理王金成、平安养老保险徐唯俊、富国基金郑蔚宇、JPM AMLin He、MillenniumIsabelle参与。牧原股份主营业务：生猪的养殖销售、生猪屠宰。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032900011177.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0187","BK0070","BK0195","LU1655091616.SGD","BK0028","BK0197","002714","BK0196","BK1237","BK0056","02714","BK0240"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623330206","title":"国金证券：给予牧原股份买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2623330206","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623330206?lang=zh_cn&edition=full","pubTime":"2026-03-29 15:35","pubTimestamp":1774769720,"startTime":"0","endTime":"0","summary":"国金证券股份有限公司张子阳近期对牧原股份进行研究并发布了研究报告《龙头稳健经营，分红彰显长期价值》，给予牧原股份买入评级。我们预计公司2026-2028年分别实现归母净利润57/341/278亿元，对应EPS1.00/5.91/4.80元，对应PE估值为49.9/8.4/10.3倍，维持“买入”评级。 风险提示 猪价波动风险；动物疫病风险；原材料价格波动风险。最新盈利预测明细如下：该股最近90天内共有11家机构给出评级，买入评级10家，增持评级1家；过去90天内机构目标均价为59.43。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032900003805.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002714","02714"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623433686","title":"牧原股份（002714）2025年年报简析：增收不增利","url":"https://stock-news.laohu8.com/highlight/detail?id=2623433686","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623433686?lang=zh_cn&edition=full","pubTime":"2026-03-29 06:22","pubTimestamp":1774736555,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期牧原股份发布2025年年报。根据财报显示，牧原股份增收不增利。截至本报告期末，公司营业总收入1441.45亿元，同比上升4.49%，归母净利润154.87亿元，同比下降13.39%。持有牧原股份最多的基金为汇添富中证主要消费ETF，目前规模为208.92亿元，最新净值0.7522，较上一交易日上涨1.77%，近一年下跌9.03%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032900001757.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0240","BK0195","02714","BK0196","BK0028","BK0056","BK0187","BK0197","BK1237","LU1655091616.SGD","002714","BK0070"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622330382","title":"事关养殖成本、海外发展、降低负债等，牧原股份最新回应","url":"https://stock-news.laohu8.com/highlight/detail?id=2622330382","media":"大河财立方","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622330382?lang=zh_cn&edition=full","pubTime":"2026-03-28 22:45","pubTimestamp":1774709147,"startTime":"0","endTime":"0","summary":"【大河财立方消息】3月28日晚间，牧原股份公告，接受492名基金等投资人调研。牧原股份透露，2026年，结合行业发展情况、市场情况及自身经营情况，预计公司全年销售商品猪7500万头~8100万头。在屠宰肉食业务方面，2025年，牧原股份屠宰生猪2866.3万头，同比实现翻倍增长，产能利用率达到98.8%。2025年，屠宰肉食板块成功实现了自成立以来的首次年度盈利。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603283687878457.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0028","BK0240","LU1655091616.SGD","BK0070","BK0196","BK0195","002714","BK0056","BK0197","BK1237","BK0187","02714"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622165385","title":"猪价创历史新低！“猪茅”牧原股份屠宰肉食业务首次年度盈利，去年降负债超170亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2622165385","media":"时代财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622165385?lang=zh_cn&edition=full","pubTime":"2026-03-28 16:45","pubTimestamp":1774687500,"startTime":"0","endTime":"0","summary":"“2025年的实践，让我们更加坚定，养猪虽然是传统产业，但是值得深耕的好行业。”牧原股份（002714.SZ；02714.HK）董事长秦英林在年报致辞中表示，技术创新为公司的发展打开了广阔的空间。这也是牧原股份自2014年初A股上市以来首次在年报中刊载董事长致辞。3月27日晚间，牧原股份发布2025年年报。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603283687826133.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0028","BK1237","BK0196","BK0197","BK0056","BK0187","BK0070","BK0240","002714","LU1655091616.SGD","02714","BK0195"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622056876","title":"2026年平均成本目标降至11.5元/kg以下，“公司具备穿越周期能力”，屠宰业务首次年度盈利牧原股份业绩交流会信息量大","url":"https://stock-news.laohu8.com/highlight/detail?id=2622056876","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622056876?lang=zh_cn&edition=full","pubTime":"2026-03-28 00:09","pubTimestamp":1774627754,"startTime":"0","endTime":"0","summary":"3月27日晚间，牧原股份（SZ002714）披露2025年年度报告。报告期内，公司实现营业收入1441.45亿元，实现净利润158.12亿元，经营活动产生的现金流量净额达300.56亿元。就公司业绩，在当晚召开的业绩交流会上，牧原股份首席财务官高曈、董事会秘书秦军等高管进行深度解读。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603283687538268.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603283687538268.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0195","BK0197","BK0056","BK0187","BK1237","BK0240","BK0028","BK0070","BK0196","02714","002714","LU1655091616.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622825937","title":"生猪市场价格承压，牧原股份(002714.SZ)2025年度归母净利润下降13.39%至154.87亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2622825937","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622825937?lang=zh_cn&edition=full","pubTime":"2026-03-27 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18:50","pubTimestamp":1774608622,"startTime":"0","endTime":"0","summary":"牧原股份(002714.SZ)发表年报，公司2025年实现营业收入1,441.45亿元，同比增长4.49%；归属于上市公司股东的净利润154.87亿元，同比下降13.39%。公司拟向全体股东每10股派发现金红利4.27元(含税)。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032700040977.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["02714","002714"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1775715644345,"stockEarnings":[{"period":"1week","weight":0.0507},{"period":"1month","weight":-0.1026},{"period":"3month","weight":-0.116},{"period":"6month","weight":-0.1523},{"period":"1year","weight":0.1059},{"period":"ytd","weight":-0.1234}],"compareEarnings":[{"period":"1week","weight":0.0118},{"period":"1month","weight":-0.0248},{"period":"3month","weight":-0.0215},{"period":"6month","weight":0.0251},{"period":"1year","weight":0.27},{"period":"ytd","weight":0.0066}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"牧原食品股份有限公司","boardCode":"AI0003","boardName":"畜牧业","stockholders":"0人","perCapita":"--","listingDate":"2014-01-28","address":"河南省南阳市内乡县灌涨镇水田村","registeredCapital":"577299万元","survey":" 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