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新五丰降本增效产业升级 迈向高质量发展新篇章
Zheng Quan Ri Bao Zhi Sheng· 2026-02-08 12:06
新五丰坚持将科技创新作为驱动发展的核心动力。一方面,深化与一流生猪企业及高校院所的联合育种 合作,全力攻关生猪育种关键技术,力争实现核心种源自主可控的突破;另一方面,全面推进数字化转 型升级,将数字化深度融入养殖、饲料、屠宰、营销及企业管理全链条,着力提升运营效率、决策精度 与市场响应能力,为产业长期价值增长注入科技动能。 截至2025年6月末,公司已获得银行授信额度达65亿元,融资渠道畅通、资金保障有力;截至2025年年 末,公司存量贷款综合利率已降至1.86%,财务成本有效降低,为提升整体盈利能力和经营抗风险能力 奠定了坚实基础。 业内人士认为,当前行业阶段性业绩承压,正是新五丰锚定战略、主动调整、夯实内功的必要过程,为 未来可持续的业绩改善积蓄能量。 本报讯 (记者何文英)近期,湖南新五丰股份有限公司(以下简称"新五丰")召开2026年党委经济工 作会议,围绕"抓好'七大攻坚'、推动'七大升级'、提升'七大能力'"的战略进行全面部署,紧扣《降本增 效三年行动方案》主线,以经济效益为中心,以智能化、绿色化、融合化为方向,全面锻造企业核心竞 争力。 面对生猪行业周期调整与市场结构性变化,新五丰主动作为,系统 ...
新五丰涉及与家家康诉讼,一年内累计涉案金额超3亿!
Shen Zhen Shang Bao· 2026-02-08 02:33
湖南上市猪企新五丰2月6日晚公告称,近日,公司收到武冈家家康农业综合开发有限公司(简称"家家康")变更和增加诉讼请求申请书,涉及金额为 2823.04万元。本次诉讼中,公司为本诉被告、反诉原告。本诉与反诉案件已立案受理。 新五丰公告披露,因家家康未配合按生物安全防控要求进行整改,猪场保育舍、二期猪场均未按原承诺交付,为落实生猪产能调控政策,优化公司生猪产 能结构,维护公司利益,公司向家家康提出解除租赁合同。家家康对新五丰提起诉讼,新五丰予以应诉并提请反诉,请求法院确认双方签订的《租赁合 同》《补充协议》《二期协议》解除,同时请求法院判令家家康依照合同约定承担违约责任及支付租赁场地添附物补偿款。新五丰提请反诉后,家家康变 更和增加了诉讼请求。 家家康变更和增加后的诉讼请求包括:判令新五丰向家家康支付租金共计人民币8,161,578元,并支付相应的资金占用费人民币619,357.5元;判令新五丰向 家家康支付租赁合同解除后的猪场占有使用费1,456,569.9元及资金占用费16,914.97元;判令新五丰向家家康支付违约金人民币14,976,000元;判令新五丰 赔偿因其违约行为给家家康造成的各项损失共计人民币3 ...
新五丰(600975) - 湖南新五丰股份有限公司关于累计诉讼、仲裁情况的公告
2026-02-06 10:45
是否会对上市公司损益产生负面影响:部分诉讼、仲裁案件尚未判决或结案, 对公司本期利润或期后利润的影响存在不确定性。公司将依据有关会计准则的要 求和案件进展情况进行相应的会计处理,最终会计处理及对公司利润的影响数据 将以审计机构年度审计后的结果为准。请广大投资者注意投资风险。 一、本次诉讼的基本情况 (一)基本情况 重要内容提示: 证券代码:600975 证券简称:新五丰 公告编号:2026-005 湖南新五丰股份有限公司 关于累计诉讼、仲裁情况的公告 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。 案件所处的诉讼(仲裁)阶段:本诉与反诉案件已立案受理,并收到本诉原 告变更和增加诉讼请求申请书。湖南新五丰股份有限公司(以下简称"公司"或 "新五丰")及子公司连续 12 个月内累计诉讼和仲裁所处的阶段详见正文。 上市公司所处的当事人地位:本次诉讼,公司为本诉被告、反诉原告。连续 12 个月内累计诉讼和仲裁,公司及子公司为原告、被告、本诉被告、反诉原告。 涉案的金额:本次诉讼涉案金额为申请人(本诉原告、反诉被告)变更和增 加诉讼请求 ...
新五丰党委书记、董事长万其见到养殖板块郴永广大区调研指导
Xin Lang Cai Jing· 2026-02-05 12:18
2月5日,湖南新五丰股份有限公司(以下简称"新五丰")党委书记、董事长万其见到养殖板块郴永广大区调研指导,详细了解大区生产经营情况。 调研期间,郴永广大区相关负责人就当前母猪、育肥、代养等核心业务的经营状况,年度目标任务安排,存在的困难与挑战,以及下一阶段工作计划进行 了详细汇报。 万其见对郴永广大区在当前复杂市场环境下所付出的努力和取得的工作成绩给予了肯定。针对大区当前发展现状及后续规划,万其见提出五点要求:一是 明晰战略,理清发展思路。要全面贯彻落实公司党委经济工作会议提出的各项要求,进一步明确郴永广大区在公司生猪养殖板块中的功能定位与发展方 向,紧密结合区域市场特点与资源禀赋,科学规划母猪存栏结构、育肥节奏与代养合作模式,确保各项业务与公司整体战略同频共振。二是优化管理,创 新内部机制。要持续深化内部管理改革,完善以适应市场为导向的绩效考核与激励约束机制,重点在成本管控、性能提升、代养服务与管理协同等方面探 索更高效的模式,激发团队活力与创造力,调动一切积极因素,保障年度生产经营目标的顺利完成。三是聚焦专业,提升核心能力。面对行业发展新形势 与新挑战,大区管理团队及全体员工要持续增强学习意识,主动对标行 ...
养殖业板块2月2日跌2.27%,天邦食品领跌,主力资金净流出1.21亿元
Zheng Xing Xing Ye Ri Bao· 2026-02-02 09:07
证券之星消息,2月2日养殖业板块较上一交易日下跌2.27%,天邦食品领跌。当日上证指数报收于 4015.75,下跌2.48%。深证成指报收于13824.35,下跌2.69%。养殖业板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002124 | 天邦食品 | 2.56 | -6.91% | 108.78万 | 2.83亿 | | 002321 | 华英农业 | 2.33 | -6.80% | 76.40万 | 1.82亿 | | 000735 | 罗牛山 | 7.98 | -5.56% | 79.74万 | 6.45亿 | | 002157 | 正邦科技 | 3.13 | -5.15% | 238.43万 | 7.60亿 | | 300761 | 立华股份 | 19.27 | -4.18% | 10.37万 | 2.03亿 | | 000876 | 新希望 | 8.67 | -4.09% | 65.84万 | 5.73亿 | | 002982 | 湘佳股份 | 14.35 ...
养殖业板块1月28日涨0.38%,晓鸣股份领涨,主力资金净流入1.63亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-28 08:56
Group 1 - The aquaculture sector increased by 0.38% on January 28, with Xiaoming Co. leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] - Xiaoming Co. saw a closing price of 21.63, with a rise of 10.41%, and a trading volume of 224,700 shares, amounting to a transaction value of 468 million yuan [1] Group 2 - The main funds in the aquaculture sector had a net inflow of 163 million yuan, while retail funds had a net inflow of 149 million yuan [2] - The stock "Wens Foodstuffs" had a significant trading volume of 713,100 shares, with a transaction value of 1.089 billion yuan, but experienced a slight decline of 0.52% [2] - The stock "Xiaoming Co." had a net inflow of 20.89 million yuan from main funds, while retail funds showed a net outflow of 7.58 million yuan [3]
新五丰:对存栏的消耗性生物资产计提了存货跌价准备
Zheng Quan Ri Bao· 2026-01-26 13:17
证券日报网讯 1月26日,新五丰在互动平台回答投资者提问时表示,由于生猪价格下跌,公司按照企业 会计准则规定和谨慎性原则,对存栏的消耗性生物资产计提了存货跌价准备。 (文章来源:证券日报) ...
将降本增效置于核心位置 新五丰于低谷中练好内功
Quan Jing Wang· 2026-01-26 04:09
2025年以来,生猪养殖行业仍处于深度调整期,磨底时间明显拉长,周期波动与成本压力叠加,考验着 每一家企业的战略定力。在这一背景下,湖南猪企新五丰,正通过精细化的成本管控、清晰的全产业链 布局以及高效的对外资源整合,以务实耕耘应对猪周期。 规模化养殖稳住农业基本盘 苦练内功挖掘降本增效空间 作为湖南省属唯一的生猪产业上市平台,新五丰正深度融入国家生猪产业集中化升级的大趋势。公司 以"低谷蓄力、上行收获"的周期策略,在行情低迷期逆势布局新增产能,生猪出栏量从2021年的44.15 万头跃升至2025年的542.24万头,生猪养殖已初具规模。这不仅夯实了区域农业基本盘,更精准卡位了 市场份额向头部集中的关键窗口期。 养殖端的降本增效是新五丰规模扩张的核心支撑,公司深挖降本空间,从生猪养殖的最大成本——饲料 支出入手,构建了"自给+外销"相结合的饲料成本控制体系。公司一方面研发非常规原料利用和豆粕减 量技术,降低饲料成本;另一方面,通过跟踪采食量、控制膘情、精准调配饲料和杜绝浪费来减少消 耗。目前,公司饲料年产量已达120万吨。2025年上半年,公司饲料产能517,050.59吨,除供自有猪场 外,饲料外销也为公司 ...
转载丨新五丰:在周期低谷中夯实根基,以系统性重构锻造穿越周期的硬核实力
Xin Lang Cai Jing· 2026-01-23 13:09
Core Viewpoint - The Chinese pig industry is experiencing a downturn in Q4 2025, with low prices and supply-demand imbalance, leading to losses for producers. Despite this, the company New Five Star is committed to its strategic direction, focusing on internal improvements and light asset models to expand its scale over the past four years [1][8]. Cost Reduction and Efficiency - Since 2025, New Five Star has emphasized internal cost certainty, transforming cost reduction and efficiency into actionable daily practices. The company has established a performance evaluation framework that focuses on cost during processes and profit annually, revising seven core systems to create a dynamic incentive structure [2][9]. - The company has shifted from a production-only mindset to a business accounting approach, fostering a positive cycle of goal-setting, performance, and incentives across all levels of staff [2][9]. Technological Innovation in Breeding - The key to cost reduction lies in efficiency improvement, which is driven by genetic enhancement. New Five Star has deepened its breeding system by introducing high-quality genes and utilizing advanced technologies to improve sow reproductive performance [3][10]. - In November 2025, the company established a joint venture to accelerate the implementation of high-yield breeding pigs, projecting that each increase of one piglet weaned per sow per year (PSY) could reduce costs by 30 yuan per head, potentially generating millions in annual benefits [3][10]. Innovative Operational Models - New Five Star has adopted a dual-track model of farmer contract breeding and simulated breeding to balance capacity expansion and light asset operations. The company has scaled its farmer contract breeding model, increasing the number of cooperative farmers to 469 and the number of pigs under contract from 120,000 to 855,000 [4][11]. - This model allows farmers to manage their operations effectively, reducing costs by 0.6 to 1 yuan per kilogram compared to self-breeding, while achieving a survival rate of 96% [4][11]. Organizational Restructuring and Industry Collaboration - To enhance management efficiency, New Five Star has streamlined its organizational structure from four levels to three, facilitating resource consolidation and decision-making [5][12]. - The company is also improving its entire supply chain, achieving a feed self-sufficiency rate of over 85% and increasing slaughter capacity to 2.05 million pigs per year, while focusing capital expenditures on core operations [5][13]. Financial Strategy and Long-term Vision - On January 20, 2026, the company announced plans to use up to 90 million yuan of idle funds to temporarily supplement working capital, aiming to optimize cash flow and reduce financial costs without affecting ongoing projects [6][14]. - The pig industry is witnessing a polarization, with small farmers exiting and large-scale enterprises expanding. New Five Star is investing in technology and innovation, building a competitive edge that will help it navigate through industry cycles [7][8][14].
行业低谷夯实根基 新五丰养殖规模连续四年增长
Zheng Quan Ri Bao Wang· 2026-01-23 05:44
Core Viewpoint - The Chinese pig industry is facing a downturn in Q4 2025, with low prices and supply-demand imbalance, leading to significant losses for producers. In this challenging environment, Hunan New Wufeng Co., Ltd. (hereinafter referred to as "New Wufeng") is adopting a light asset model and innovative mechanisms to steadily expand its scale, achieving continuous growth in breeding scale for four consecutive years [1]. Group 1: Cost Control and Efficiency Improvement - New Wufeng is focusing on internal cost certainty to convert cost reduction and efficiency enhancement into executable, assessable, and incentivized daily actions. The company has established a performance evaluation framework that emphasizes cost control and profit assessment [1]. - The company has revised seven core systems, including the "Compensation and Work Efficiency Linked Management Measures," to create a dynamic incentive system based on output and cost [1]. - The fundamental path to cost reduction lies in improving efficiency, which is primarily driven by genetic improvement. New Wufeng is deepening its "Introduction + Breeding" breeding system by incorporating high-quality genes and utilizing advanced technologies to enhance breeding performance [2]. Group 2: Production Expansion and Operational Model - In November 2025, New Wufeng established a joint venture with France's Coplison Group to accelerate the implementation of high-yield breeding pigs. It is estimated that improving PSY (Pigs Sold per Year) by one head can reduce breeding costs by 30 yuan, potentially generating millions in annual benefits [2]. - The company has found an optimal solution between production expansion and light asset operations through a dual-track model of farmer contract breeding and simulated breeding. The number of cooperative farmers has increased to 469, with breeding stock rising from 120,000 to 855,000 [2]. - The restructuring of the breeding segment has streamlined the organizational structure from four levels to three, enhancing resource efficiency and decision-making [2]. Group 3: Industry Position and Financial Strategy - New Wufeng is enhancing its full industry chain layout, achieving a feed self-sufficiency rate of over 85% and increasing slaughter capacity to 2.05 million heads per year. The company is also focusing on brand development in the meat sector [3]. - The company plans to use up to 90 million yuan of idle fundraising to temporarily supplement working capital, aiming to optimize cash flow and reduce financial costs without affecting the normal progress of fundraising projects [3]. - The pig industry is experiencing polarization, with small farmers exiting the market while large-scale pig enterprises like New Wufeng are expanding to capture market share, leading to increased industry concentration [3].