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新五丰:预计2025年净亏损7亿元-9.6亿元
Di Yi Cai Jing· 2026-01-19 10:28
新五丰公告,预计公司2025年度实现归属于母公司所有者的净利润-70000万元到-96000万元。预计2025 年度实现归属于母公司所有者的扣除非经常性损益后的净利润-72000万元到-98000万元。2025年度公司 经营业绩出现亏损,主要原因为报告期内公司生猪价格较去年同期出现较大幅度下降。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。 ...
新五丰:经营管理团队重视与包括牧原等在内的行业优秀企业进行交流
Zheng Quan Ri Bao· 2026-01-15 12:42
(文章来源:证券日报) 证券日报网讯 1月15日,新五丰在互动平台回答投资者提问时表示,新五丰作为专业生猪养殖企业,坚 持自主育种并与科普利信、PIC保持战略合作,持续对标行业先进水平,提升养殖效率。公司经营管理 团队重视与包括牧原等在内的行业优秀企业进行交流,通过行业论坛、实地调研等方式,学习智能化养 殖、精准饲喂及成本精细化管控等先进经验。未来,公司将继续坚持自主创新与开放学习,不断提升核 心竞争力,推动公司高质量发展。 ...
新五丰:公司已建立并持续优化“曾祖代(GGP)-祖代(GP)-父母代(PS)”一体化繁育体系
Zheng Quan Ri Bao· 2026-01-13 13:13
证券日报网讯 1月13日,新五丰在互动平台回答投资者提问时表示,公司已建立并持续优化"曾祖代 (GGP)-祖代(GP)-父母代(PS)"一体化繁育体系,GGP与GP核心群的占比及结构会根据育种计划 和生产经营需要进行动态调整。关于法美系种猪,其种群性能的稳定和提升需要一定的生长与繁育周 期。目前公司正积极推进品种改良与精细化管理工作,相关成效将逐步体现于养殖成本的优化及市场竞 争力的提升。后续具体的经营数据,请以公司公开披露的定期报告为准。 (文章来源:证券日报) ...
养猪业供需失衡 全产业链布局成关键
Zhong Guo Jing Ying Bao· 2026-01-09 20:14
Core Viewpoint - The pig farming industry in China is experiencing a prolonged period of low prices and losses due to supply-demand imbalances, with a shift towards fine-tuned operations expected in the future [2][6]. Supply and Demand Imbalance - The industry is currently facing losses primarily due to high production capacity, with the number of breeding sows remaining elevated at 39.9 million as of October 2025, which is 102.3% of the normal level [4]. - The average price of live pigs was reported at 12.25 yuan/kg as of December 28, 2025, still below the breakeven cost of 14 yuan/kg [2]. Price Trends and Profitability - The average price of live pigs for the entire year of 2025 is projected to be between 13.9 and 14 yuan/kg, with significant price drops observed from August onwards [3]. - By December 26, 2025, the losses for self-breeding and purchased pig farming were reported at -130 yuan/head and -163 yuan/head, respectively [3]. Production Capacity and Adjustments - The number of breeding sows has decreased by approximately 400,000 from a peak of 4.39 million in December 2022, but the current level remains high [4]. - Despite efforts to reduce production capacity, the pace of adjustment has been slow, with major companies like Wens Foodstuffs and Zhengbang Technology already meeting their annual output targets by November 2025 [5]. Cost Reduction and Efficiency - Companies are focusing on cost reduction and efficiency improvements, with some achieving significant reductions in production costs, such as Muyuan Foods at 11.3 yuan/kg and Wens Foodstuffs at 12.2-12.4 yuan/kg [8]. - The industry consensus indicates that relying solely on scale is no longer sufficient for profit growth, leading to a transition towards a micro-profit era [9]. Industry Trends and Future Outlook - The industry is expected to undergo a transformation towards sustainable development, emphasizing collaboration across the supply chain, including feed production, breeding, and processing [10]. - The involvement of large agricultural groups and cross-industry capital is anticipated to intensify competition and capacity expansion in the short term, while promoting modernization and stability in the long term [10].
新五丰:2025年销售生猪数量同比增长27.62%
Zheng Quan Shi Bao Wang· 2026-01-09 09:45
人民财讯1月9日电,新五丰(600975)1月9日发布2025年1-12月主要经营数据公告,2025年1-12月,公 司销售生猪数量542.24万头,同比增长27.62%。其中:销售商品猪317.87万头。 ...
新五丰2025年销售生猪542.24万头
Zhi Tong Cai Jing· 2026-01-09 09:25
Group 1 - The company Xinwufeng (600975.SH) announced that it will sell a total of 5.4224 million pigs in the year 2025, with 3.1787 million of those being marketable pigs [1]
新五丰(600975.SH)2025年销售生猪542.24万头
智通财经网· 2026-01-09 09:22
智通财经APP讯,新五丰(600975.SH)发布公告,2025年1-12月,公司销售生猪数量542.24万头,其中: 销售商品猪317.87万头。 ...
新五丰(600975) - 湖南新五丰股份有限公司2025年1-12月主要经营数据公告
2026-01-09 09:15
证券代码:600975 证券简称:新五丰 公告编号:2026-001 湖南新五丰股份有限公司 2025 年 1-12 月主要经营数据公告 二、特别说明与风险提示 1、上述数据均未经审计,与定期报告披露的数据之间可能存在差异,上述 数据仅作为阶段性数据,供投资者参考。因四舍五入,以上数据可能存在尾差。 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。 湖南新五丰股份有限公司(以下简称"公司"或"本公司")现将 2025 年 1-12 月主要经营数据公告如下: 一、主要经营数据 (一)生猪销售情况 1、2025 年 1-12 月公司生猪销售情况 | 月份 | 生猪销量(万头) | | 商品猪销量 | | 商品猪 | | --- | --- | --- | --- | --- | --- | | | | | (万头) | | 销价 | | | 当月 | 累计 | 当月 | 累计 | (元/公斤) | | 4 月 | 40.81 | 167.48 | 24.08 | 93.90 | 14.82 | | 5 月 | 38.70 | 206 ...
新五丰:披露2025年1-12月生猪等主要产品经营数据
Xin Lang Cai Jing· 2026-01-09 08:54
新五丰公告称,2025年1-12月公司销售生猪542.24万头,同比增27.62%,其中商品猪317.87万头,商品 猪销价13.37元/公斤。饲料生产量1134268.65吨、销售量14289.60吨、库存量2831.03吨,同比分别增减 27.27%、17.44%、-1.56%;屠宰肉品生产量63713.47吨、销售量58933.72吨、库存量5063.07吨,同比分 别增减-7.43%、-16.83%、130.36%。数据未经审计,未来生猪销量或有月度波动风险。 ...
智通A股限售解禁一览|1月6日





智通财经网· 2026-01-06 01:03
Core Viewpoint - On January 6, a total of 10 listed companies had their restricted shares unlocked, with a total market value of approximately 49.768 billion yuan [1] Group 1: Companies and Their Unlocking Details - Aishuxin Co., Ltd. (爱旭股份) had 227 million shares unlocked, categorized as newly issued A-shares for institutional placement [1] - Xinwufeng Co., Ltd. (新五丰) had 244 million shares unlocked, also categorized as newly issued A-shares for institutional placement [1] - Dun'an Environment Co., Ltd. (盾安环境) had 139 million shares unlocked, categorized as newly issued A-shares for institutional placement [1] - Pulite Co., Ltd. (普利特) had 988,300 shares unlocked, categorized as shares from equity incentive plans [1] - Samsung Medical (三星医疗) had 2.1793 million shares unlocked, categorized as shares from equity incentive plans [1] - Kailong Co., Ltd. (凯龙股份) had 174,900 shares unlocked, categorized as shares from equity incentive plans [1] - Shengbang Co., Ltd. (盛帮股份) had 30.662 million shares unlocked, categorized as extended lock-up period shares [1] - Yujing Co., Ltd. (宇晶股份) had 26 million shares unlocked, categorized as newly issued A-shares for institutional placement [1] - Zhongyi Technology (中亦科技) had 53.145 million shares unlocked, categorized as extended lock-up period shares [1] - Baili Tianheng (百利天恒) had 30.9 million shares unlocked, with no specific category mentioned [1]