COFCO JOYCOME(01610)

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中粮家佳康涨超6% 下周一将发中期业绩 牧原股份上半年净利激增
Zhi Tong Cai Jing· 2025-08-21 02:23
中粮家佳康(01610)涨超6%,截至发稿,涨6.63%,报1.93港元,成交额4769.11万港元。 消息面上,中粮家佳康将于8月25日(下周一)举行董事会会议,以(其中包括)考虑及批准公司及其附属公 司于截至2025年6月30日止六个月的中期业绩及其发布。值得一提的是,"猪茅"牧原股份(002714)昨 晚披露的2025年中报显示,该公司今年上半年实现营业收入764.63亿元,同比增长34.46%;归属于上市 公司股东的净利润105.30亿元,同比暴增1169.77%。业绩大幅增长的主要原因在于公司生猪出栏量较去 年同期上升导致收入上升,且生猪养殖成本较去年同期下降。 ...
中粮家佳康(01610)上涨6.08%,报1.92元/股
Jin Rong Jie· 2025-08-21 02:20
Group 1 - The core viewpoint of the article highlights the significant performance and market position of COFCO Joycome, a leading player in China's agricultural and food industry [1] - As of August 21, COFCO Joycome's stock price increased by 6.08%, reaching HKD 1.92 per share, with a trading volume of HKD 21.57 million [1] - In 2023, COFCO Joycome achieved a total revenue of CNY 692.1 billion, with its annual global agricultural product trading volume exceeding twice the annual import volume of China, and nearly half of its revenue coming from overseas [1] Group 2 - As of the 2024 annual report, COFCO Joycome reported total revenue of CNY 16.326 billion and a net profit of CNY 538 million [1] - The company is set to disclose its mid-year report for the fiscal year 2025 on August 25 [1]
出猪节奏导致7月猪价涨幅不及预期,后市猪价不悲观
KAIYUAN SECURITIES· 2025-08-14 14:46
Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Viewpoints - The rhythm of pig sales led to July pig prices rising less than expected, but the outlook for future prices remains optimistic. In July 2025, the national average selling price of live pigs was 14.55 yuan/kg, up 1.89% month-on-month but down 23.21% year-on-year. The slaughter volume in July was 4.1583 million heads, down 3.67% month-on-month but up 1.80% year-on-year. The completion rate of pig sales in July was 97.11% of the planned output, with an increase of 6.60% in planned output for August compared to July [6][15][22]. Summary by Sections Industry Overview - The increase in pig prices in July was less than expected due to the accelerated growth rate of pigs in May and June, leading to earlier sales in July. The price peaked at 15.46 yuan/kg on July 3 and fell to 14.09 yuan/kg by the end of July. The supply gap and supportive policies suggest a positive outlook for future prices [6][15][18]. Supply and Structure - As of August 7, 2025, the proportion of large pigs (over 150kg) in the sales structure decreased, while the proportion of breeding stock increased. The breeding stock increased by 0.52% month-on-month, and the average profit per head for self-breeding and self-raising in July was 101.66 yuan, a month-on-month increase of 304.30% [7][16][22]. Corporate Performance - In July 2025, 12 listed pig companies reported a total of 15.2799 million heads sold, a year-on-year increase of 24.82%. The average selling prices for major companies increased month-on-month, with prices for companies like Muyuan, Wens, and New Hope rising by 1.6% to 3.4% [8][28][33].
中粮家佳康(01610.HK)拟8月25日举行董事会会议以审批中期业绩
Ge Long Hui· 2025-08-13 08:37
Core Viewpoint - COFCO Joycome (01610.HK) announced that it will hold a board meeting on August 25, 2025, to consider and approve the interim results for the six months ending June 30, 2025, and to discuss the potential distribution of an interim dividend [1] Group 1 - The board meeting is scheduled for August 25, 2025 [1] - The meeting will focus on the approval of the interim results for the six months ending June 30, 2025 [1] - The company will also consider the distribution of an interim dividend if deemed appropriate [1]
中粮家佳康(01610) - 董事会会议召开日期
2025-08-13 08:30
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 (於開曼群島註冊成立的有限公司) (股份代號:01610) 中糧家佳康食品有限公司(「本公司」)董事會(「董事會」)謹此宣佈,本公司將於 2025年8月25日(星期一)舉行董事會會議,藉以(其中包括)考慮及批准本公司及 其附屬公司於截至2025年6月30日止六個月之中期業績及其發佈,以及考慮(如認 為合適)派發中期股息。 承董事會命 中糧家佳康食品有限公司 高翔 主席兼執行董事 中國北京,2025年8月13日 於本公告日期,董事會成員包括:董事會主席兼執行董事高翔博士,執行董事張 楠博士,非執行董事陳志剛先生及王國新先生,獨立非執行董事傅廷美先生、李 恆健先生及鞠建東博士。 董事會會議召開日期 ...
中粮家佳康(01610.HK)运营快报:7月生猪出栏45.7万头
Ge Long Hui· 2025-08-11 08:55
Group 1 - The core point of the article is that COFCO Joycome (01610.HK) reported its operational update for July 2025, highlighting significant figures in pig production and sales [1] Group 2 - In July 2025, COFCO Joycome's pig output reached 457,000 heads [1] - The average selling price of commercial pigs was 14.37 RMB per kilogram [1] - Fresh pork sales volume amounted to 26,400 tons [1]
中粮家佳康(01610) - 自愿公告 2025年7月运营快报
2025-08-11 08:39
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完 整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 (於開曼群島註冊成立的有限公司) (股份代號:01610) 自願公告 2025年7月運營快報 此乃中糧家佳康食品有限公司(「本公司」)作出的自願公告。 本公司董事會(「董事會」)謹此宣佈,本公司及其附屬公司(「本集團」)2025年7月主要運營 數據(未經審核)如下: | | 生豬出欄量(千頭) | | 商品大豬銷售均價 | 生鮮豬肉銷量 | 生鮮豬肉業務中 | | --- | --- | --- | --- | --- | --- | | | 當期值 | 本年累計 | (單位:人民幣元╱公斤) | (單位:千噸) | 1 品牌收入佔比(%) | | 2025年1月 | 450 | 450 | 15.41 | 25.5 | 29.72% | | 2025年2月 | 533 | 982 | 14.26 | 18.9 | 36.27% | | 2025年3月 | 480 | 1,462 | 14.40 | 2 ...
中粮家佳康(01610) - 截至二零二五年七月三十一日止月份股份发行人的证券变动月报表
2025-08-04 07:02
致:香港交易及結算所有限公司 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 公司名稱: 中糧家佳康食品有限公司 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01610 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 50,000,000,000 | USD | | 0.000001 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 50,000,0 ...
智通港股52周新高、新低统计|7月23日





智通财经网· 2025-07-23 08:42
| 中国新城镇(01278) | 0.141 | 0.147 | 5.00% | | --- | --- | --- | --- | | 中华汽车(00026) | 59.000 | 60.000 | 4.71% | | 中粮家佳康(01610) | 1.870 | 2.020 | 4.66% | | 原生态牧业(01431) | 0.325 | 0.340 | 4.62% | | 招商局中国基金(00133) | 16.920 | 16.940 | 4.57% | | 沪港联合(01001) | 0.440 | 0.460 | 4.55% | | 曹操出行(02643) | 41.300 | 41.800 | 4.50% | | 派格生物医药-B | 15.440 | 15.600 | 4.14% | | (02565) | | | | | 中银大湾气候(03129) | 11.260 | 11.190 | 4.09% | | 国锐生活(00108) | 0.980 | 1.040 | 4.00% | | 德康农牧(02419) | 102.800 | 110.000 | 3.77% | | 中远海运港口( ...

中粮家佳康子公司违规运输生猪被罚 业绩回暖却三年“一毛不拔”
Xi Niu Cai Jing· 2025-07-21 06:42
Group 1 - COFCO Jiajia Kang (01610.HK) was fined 120,900 yuan for transporting unquarantined pigs, raising concerns about supply chain management and food safety [3] - The company has not issued cash dividends for three consecutive years, with the last payout in 2021, despite cumulative net profits exceeding 4.4 billion yuan from 2020 to 2024 [3] - As of 2024, COFCO Jiajia Kang's cash on hand is only 1.064 billion yuan, nearly halved from the previous year, while short-term debts due within a year amount to 2.6 billion yuan, resulting in a cash-to-short-debt ratio of 0.41 [3] Group 2 - The company has increasingly relied on external financing to manage liquidity risks, with significant fluctuations in financing cash flow from 2022 to 2024, indicating a fragile cash flow situation [4] - The pig farming industry is significantly affected by the "pig cycle," requiring companies to have strong risk resilience; COFCO Jiajia Kang must improve cash flow management and compliance to avoid a passive position under competitive and debt pressures [4] - Investors are concerned whether the company will prioritize debt repayment over shareholder returns given its high debt levels [4]