Group 1 - The grain concept sector rose by 1.13%, ranking 10th among concept sectors, with 27 stocks increasing in value [1] - Notable gainers included Chuaning Biological, which hit a 20% limit up, and *ST Wanfang, which also reached the limit up, while Qiu Le Seed Industry and Shennong Seed Industry rose by 6.81% and 3.50% respectively [1] - The sector saw a net inflow of 433 million yuan from main funds, with 22 stocks receiving net inflows, and 8 stocks exceeding 10 million yuan in net inflow [2] Group 2 - Chuaning Biological led the net inflow with 558 million yuan, followed by Shennong Seed Industry and Weiwei Shares with net inflows of 56.82 million yuan and 29.74 million yuan respectively [2][3] - The net inflow ratio for *ST Wanfang was 92.90%, indicating a strong interest from main funds [3] - Other stocks with significant net inflow ratios included Chuaning Biological at 28.09% and Huazi Industry at 12.25% [3] Group 3 - The top gainers in the grain concept sector included Chuaning Biological, which had a trading volume turnover rate of 23.97%, and Shennong Seed Industry with a turnover rate of 24.42% [3] - Stocks such as Weiwei Shares and Black Sesame also showed positive performance with increases of 2.26% and 1.87% respectively [3] - Conversely, stocks like Tianhong Shares and Lianhua Holdings experienced declines of 3.89% and 2.91% respectively, indicating a mixed performance within the sector [5]

股票代码：600965 股票简称：福成股份 公告编号：2025-015 河北福成五丰食品股份有限公司 2025 年第一季度食品制造业主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 根据《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露》及 《上海证券交易所上市公司自律监管指引第 3 号-第十四号食品制造》的要求， 河北福成五丰食品股份有限公司现将 2025 年第一季度食品制造业主要经营数据 披露如下： 一、食品制造业主要经营数据 1、报告期内细分产品情况 | 产品类别 | 产量（吨） | 销量（吨） | 库存量（吨） | 产量比上年 增减（%） | 销量比上年 增减（%） | 库存量比 上年增减 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | | （%） | | 牛肉 | 2,952.72 | 3,103.15 | 898.24 | 197.82 | 189.51 | 45.47 | | 羊肉 | 63.09 | 63.18 ...

Financial Performance - The company's operating revenue for Q1 2025 was CNY 264,741,302.88, representing a 13.82% increase compared to CNY 232,592,762.41 in the same period last year[4] - Net profit attributable to shareholders was CNY 23,973,421.36, a 3.39% increase from CNY 23,186,375.40 year-on-year[4] - Basic and diluted earnings per share were both CNY 0.0293, reflecting a 3.53% increase from CNY 0.0283 in the previous year[4] - Total operating revenue for Q1 2025 reached ¥264,741,302.88, an increase of 13.8% compared to ¥232,592,762.41 in Q1 2024[15] - Net profit for Q1 2025 was ¥23,742,907.92, representing a growth of 3.5% from ¥22,938,170.26 in Q1 2024[16] - The total comprehensive income for the first quarter of 2025 was CNY 23,742,907.92, compared to CNY 22,938,170.26 in the same period of 2024, representing an increase of approximately 3.5%[17] Cash Flow - The net cash flow from operating activities surged by 96.15%, reaching CNY 80,344,960.99, primarily due to increased sales revenue[7] - The net cash flow from operating activities for Q1 2025 was CNY 80,344,960.99, up from CNY 40,961,874.26 in Q1 2024, indicating a growth of about 96.5%[19] - Cash inflows from operating activities totaled CNY 299,021,910.26 in Q1 2025, compared to CNY 241,606,611.70 in Q1 2024, reflecting an increase of approximately 23.7%[18] - The total cash outflow from operating activities was CNY 218,676,949.27 in Q1 2025, compared to CNY 200,644,737.44 in Q1 2024, an increase of approximately 9%[19] - The cash received from other operating activities increased significantly to CNY 12,399,783.26 in Q1 2025 from CNY 1,924,696.94 in Q1 2024, marking a growth of over 545%[18] Assets and Liabilities - Total assets at the end of Q1 2025 amounted to CNY 2,621,681,525.52, a slight increase of 0.79% from CNY 2,601,046,849.68 at the end of the previous year[5] - Total liabilities decreased to ¥416,109,723.14 from ¥419,217,955.22, indicating a reduction of approximately 0.7%[12] - Shareholders' equity attributable to the parent company was CNY 2,176,810,109.94, up 1.11% from CNY 2,152,836,688.58 at the end of the last year[5] - The company's equity attributable to shareholders increased to ¥2,176,810,109.94 from ¥2,152,836,688.58, reflecting a growth of 1.1%[13] Research and Development - Research and development expenses for Q1 2025 were ¥77,024.32, significantly down from ¥538,704.65 in Q1 2024, a decrease of 85.7%[15] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 31,550[9] - The largest shareholder, Fucheng Investment Group Co., Ltd., held 34.51% of the shares, totaling 282,510,774 shares[9] Government Support - The company received government subsidies totaling CNY 122,465.23, which positively impacted its financial performance[6] Profitability Metrics - The weighted average return on equity for the reporting period was 1.107%, slightly up from 1.077% in the previous year[5] - The company reported a gross profit margin of approximately 10.9% for Q1 2025, compared to 10.5% in Q1 2024[15] Future Outlook - The company plans to expand its market presence and invest in new product development to drive future growth[16]

福成股份（600965）公告，2025年第一季度营收为2.65亿元，同比增长13.82%；净利润为2397.34万 元，同比增长3.39%。 ...

Investment Rating - The report maintains a "Recommended" investment rating for the industry, suggesting a potential upside of over 15% relative to benchmark indices [4]. Core Insights - The swine industry shows stable breeding profits, with a focus on capacity reduction logic. The average price of external three yuan pigs was 15.0 CNY/kg, up 2.1% week-on-week, while the average weight of pigs sold was 128.6 kg, down 0.2% [19][20]. - The beef industry is at an inflection point, with strong price performance continuing. The average price of calves was 28.2 CNY/kg, up 2.1%, and the average price of fattened cattle was 25.8 CNY/kg, up 0.7% [23][30]. - The white chicken market is affected by ongoing avian influenza, with significant impacts on breeding stock and prices. The average price of white feather broiler chicks was 2.8 CNY/chick, up 9.5% [31][34]. - The animal health sector is seeing a recovery in demand as breeding supply stabilizes, with a notable increase in the issuance of vaccines [48][49]. Summary by Sections Swine Industry - The average price of external three yuan pigs was 15.0 CNY/kg, reflecting a week-on-week increase of 2.1%. The average weight of pigs sold was 128.6 kg, down 0.2%. The price of 15 kg external three yuan piglets was 668 CNY/head, with a slight decrease of 0.05% [19][21]. - Supply pressure remains stable, with normal sales rhythms from large producers and limited sales from smallholders. The demand side shows increased activity from secondary breeding, but overall consumption remains weak [20][21]. - The report recommends companies such as Muyuan Foods, Wens Foodstuff Group, and New Hope Liuhe for investment [20]. Beef Industry - The beef breeding industry is entering a capacity release phase, with the earliest signs of a price bottom forming. The report anticipates a potential recovery in the industry by late 2025 or early 2026 [23][30]. - The average wholesale price of beef was 61.4 CNY/kg, reflecting a slight increase of 0.2% [29][30]. - Recommended companies include Fucheng Co. and Guangming Meat Industry, focusing on integrated breeding and sales [23]. Poultry Industry - The average price of white feather broiler eggs was 1.6 CNY/egg, up 2.0%, while the average price of white feather broilers was 3.7 CNY/kg, up 2.2% [31][34]. - The report highlights the impact of avian influenza on breeding imports, particularly from the U.S. and New Zealand, which has been suspended for over three months [31][32]. - Recommended companies include Yisheng Livestock and He Feng Food [31]. Animal Health Sector - The demand for animal health products is expected to recover as breeding supply stabilizes. The issuance of vaccines has shown significant increases, particularly for swine diseases [48][49]. - The report recommends companies like Kexin Biological and Zhongmu Biotechnology, which are positioned to benefit from the recovery in the animal health market [49].

Group 1 - The company received an administrative regulatory measure decision from the Hebei Securities Regulatory Bureau, warning the chairman and secretary of the board regarding information disclosure issues [1] - The discrepancy in the internal control audit report opinions was highlighted, with the company initially reporting a "standard unqualified opinion" but later correcting it to "unqualified opinion with emphasis of matter" [1][4] - The company has a history of regulatory penalties, including issues related to incomplete information disclosure and failure to disclose significant contract changes [5] Group 2 - The company's performance has been declining for several years, with a significant drop in net profit for 2024, which was nearly halved compared to 2023 [6] - In 2024, the company reported revenue of 1.022 billion yuan, a year-on-year decrease of 2.36%, and a net profit of approximately 51.7 million yuan, down 47.56% from the previous year [6] - The company's revenue from its funeral services and catering sectors saw substantial declines, with funeral services revenue at approximately 98.2 million yuan (down 14.91%) and catering revenue at 146 million yuan (down 32.45%) [6]

Group 1 - The company received a warning letter from the Hebei Securities Regulatory Bureau due to discrepancies in its 2024 annual report regarding the internal control audit report opinion type [1][2] - The company reported a revenue of 1.022 billion yuan in 2024, a year-on-year decrease of 2.36%, and a net profit attributable to shareholders of 51.7 million yuan, down 47.56% year-on-year [2] - The decline in performance is attributed to the significant drop in domestic live cattle and beef prices due to large-scale imports and the release of domestic beef inventory in 2023 [2] Group 2 - The company and its executives, including the chairman and board secretary, were held primarily responsible for the violations of the Information Disclosure Management Measures [2] - The company is required to submit a written rectification report within 15 working days following the warning [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 频繁的监管措施反映出公司治理层面的隐患。作为一家业务覆盖生态农业、肉牛养殖、预制菜、殡葬服 务等多元领域的上市公司，福成股份近年来在信息披露与内部治理上的瑕疵，正持续引发市场对其规范 运作的担忧。 业绩三连降叠加行业压力 多项业务承压 资料显示，福成股份2004 年在上交所主板上市，旗下拥有 "福成""鲜到家""福成肥牛" 等知名品牌。然 而，公司近年业绩呈持续下滑态势。2022 年至 2024 年，营收分别为 10.74亿元、10.46亿元、10.22 亿 元，归母净利润分别为 1.1 亿元、9859万元、5170 万元，连续三年同比下滑，2024 年净利润降幅达 47.56%。 对于业绩低迷，公司在年报中解释称，受海外牛肉大规模进口及国内库存牛肉集中释放影响，2023 年 以来国内活牛及牛肉价格大幅下跌，至今处于底部，导致肉牛销售 "增收不增利"。2024 年，公司肉牛 业务收入虽有所增长，但利润同比大幅减少。 年报披露存重大不一致 公司及高管被出具警示函 2025年4月18日，福成股份发布公告称，公司及时任董事长兼总经理李良、董事会秘书李伟于当日收到 中 ...

李良作为时任公司董事长兼总经理、李伟作为董事会秘书，违反了《管理办法》第四条的规定，未能勤 勉尽责，对公司上述违规行为负有主要责任。 基于上述违规行为，依据《管理办法》第五十二条规定，河北证监局决定对福成股份及李良、李伟采取 出具警示函的行政监管措施。根据《证券期货市场诚信监督管理办法》（证监会令第166号）第十一条 的规定，河北证监局将该行政监管措施记入证券期货市场诚信档案。 | 河北证监局关于对河北福成五丰食品股份有限公司采取出尽警示函行政监管措施的决 ... | 2025-04-18 | | --- | --- | | 河北证监局关于对李良、李伟采取出具警示函行政监管措施的决定(行政监管措施决 ... | 2025-04-18 | | 河北证监局关于对差朋采取出具警示函行政监管措施的决定(行政监管措施决定书〔... | 2025-03-24 | | 河北证监局关于对郭接见采取出具警示函行政监管描施的决定(行政监管措施决定书 ... | 2025-03-24 | | 河北证监局关于对宋岩涛采取出具警示函行政监管描施的决定(行政监管措施决定书 ... | 2025-03-24 | | 河北证监局关于对宗冉采 ...

证券代码：600965 证券简称：福成股份 公告编号：2025-013 河北福成五丰食品股份有限公司2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/4/24 | － | 2025/4/25 | 2025/4/25 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 4 月 11 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 每股分配比例 A 股每股现金红利0.038元 3. 扣税说明 本次利润分配以方案实施前的公司总股本818,700,955股为基数，每股派发现金红利0.038 元 ...