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普莱柯(603566) - 2025 Q2 - 季度业绩预告
2025-07-11 07:50
证券代码:603566 证券简称:普莱柯 公告编号:2025-027 普莱柯生物工程股份有限公司 2025 年半年度业绩预告 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。 重要提示: 一、本期业绩预告情况 (一)本期业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日 (二)业绩预告具体情况 1、经公司财务部门初步测算,预计 2025 年半年度实现归属于母公司所有者 的净利润为 10,700.00 万元到 12,200.00 万元,与上年同期相比,增加 3,305.37 万元到 4,805.37 万元,同比上升 44.70%到 64.98%。 预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益的净利润 为9,300.00万元到10,600.00万元,与上年同期相比,增加2,659.65万元到3,959.65 万元,同比上升 40.05%到 59.63%。 2、本次业绩预告为公司初步测算数据,未经审计。 (二)每股收益:0.21 元/股。 三、本期业绩预增的主要原因 2025 年上半年,猪 ...
农林牧渔行业2025年中报前瞻:养殖盈利兑现,“后周期”景气上行,宠物食品龙头延续较快增长
Shenwan Hongyuan Securities· 2025-07-05 15:06
Investment Rating - The report rates the agricultural, forestry, animal husbandry, and fishery industry as "Overweight" due to expected overall profit improvement in the sector [3][4]. Core Insights - The report highlights that the profitability of pig farming is expected to improve, with a stable pig price and a significant increase in average profit per head for self-bred pigs [4]. - Poultry farming shows a mixed outlook, with white chicken prices bottoming out and yellow chicken profitability declining, while egg-laying chicks continue to experience high demand [4]. - The pet food sector is projected to maintain high growth, with leading companies showing strong online sales growth, despite a decline in exports to the U.S. due to tariffs [4]. - Animal health is recovering, with increased demand for vaccines and improved sales of veterinary preparations [4]. - The seed industry faces challenges with declining corn prices and increased competition, leading to pressure on the performance of leading seed companies [4]. Summary by Sections Pig Farming - The average price of pigs in H1 2025 is expected to be 14.80 CNY/kg, a decrease of 4.2% year-on-year, while the average profit for self-bred pigs is projected at 69.04 CNY/head, recovering from a loss of 24.82 CNY/head in H1 2024 [4]. Poultry Farming - White chicken prices are under pressure due to oversupply, with the average price for commodity broiler chicks at 2.4 CNY/bird, down 21% year-on-year. Yellow chicken prices are also declining, with the average price for Qingjiao chicken at 8.9 CNY/kg, down 19% year-on-year [4]. Pet Food - The domestic pet food market is experiencing a growth rate of 17% in online GMV for the first five months of 2025, compared to 14% in the same period of 2024. Leading companies like Guibao Pet and Zhongchong Co. show growth rates of 51% and 26%, respectively [4]. Animal Health - The demand for veterinary vaccines has increased, with a 15.8% year-on-year rise in vaccine approvals in the first five months of 2025. Prices for veterinary preparations like Tylosin and Tiamulin have increased by 39.8% and 9.3%, respectively [4]. Seed Industry - The corn seed market is under pressure due to falling corn prices and high competition, leading to a decline in seed prices and performance expectations for leading seed companies [4].
普莱柯第一季度净利大增94%,总经理胡伟去年领薪262万元、是董事长的两倍多
Sou Hu Cai Jing· 2025-06-24 02:57
瑞财经 钟鸣辰近日,普莱柯(SH603566)发布2025年一季报。 | 项目 | 本报告期 | 上年同期 | 本报告期比上年同期 增减变动幅度(%) | | --- | --- | --- | --- | | 营业收入 | 278.619.332.69 | 235,489,193.20 | 18.32 | | 归属于上市公司股东的净利润 | 52,907,653.44 | 27.307.052.31 | 93.75 | | 归属于上市公司股东的扣除非经常 性损益的净利润 | 48,897,135.70 | 26,535,800.53 | 84.27 | | 经营活动产生的现金流量净额 | 46,895,605.48 | -4.394.457.00 | 1,167.15 | | 基本每股收益(元/股) | 0.16 | 0.08 | 100.00 | | 稀释每股收益(元/股) | 0.16 | 0.08 | 100.00 | | 加权平均净资产收益率(%) | 1.99 | 1.00 | 增加 0.99 个百分点 | | | | | | | | | | 年度内股 | | 报告期内从 | 单位:股 是含在公 ...
普莱柯(603566) - 普莱柯关于子公司获得新兽药注册证书的公告
2025-06-23 09:30
新兽药名称:鸡新城疫、传染性支气管炎、传染性法氏囊病、病毒性关节炎 四联灭活疫苗(La Sota 株+M41 株+VP2 蛋白+AV2311 株) 证券代码:603566 证券简称:普莱柯 公告编号:2025-026 普莱柯生物工程股份有限公司 关于子公司获得新兽药注册证书的公告 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。 根据《兽药管理条例》和《兽药注册办法》规定,经农业农村部审查,批准 普莱柯生物工程股份有限公司(以下简称"公司")全资子公司洛阳惠中生物技 术有限公司(以下简称"惠中生物")与其他单位联合申报的"鸡新城疫、传染 性支气管炎、传染性法氏囊病、病毒性关节炎四联灭活疫苗(La Sota 株+M41 株+VP2 蛋白+AV2311 株)"为新兽药,并于 2025 年 6 月 23 日公示了核发《新 兽药注册证书》(中华人民共和国农业农村部公告第 920 号)事项。详情如下: 注册分类:三类 一、新兽药的基本信息 三、新兽药上市前仍需履行的程序 按照《兽药管理条例》《兽药产品批准文号管理办法》等相关规定,该新兽 ...
农林牧渔行业2025年中期投资策略:关注养殖周期底部回升,看景气赛道成长性变化
Dongguan Securities· 2025-06-17 09:20
Group 1 - The SW Agricultural, Forestry, Animal Husbandry and Fishery industry rose by 5.02% from January to May 2025, outperforming the CSI 300 index by approximately 7.43 percentage points [13][14] - Most sub-sectors recorded positive returns, with only planting and fishery sectors showing negative returns of -1.58% and -0.07% respectively [14] - Approximately 70% of stocks in the industry achieved positive returns, with three stocks increasing over 100%, the highest being Yizhi Magic Yam at 209.66% [15] Group 2 - The overall PB of the SW Agricultural, Forestry, Animal Husbandry and Fishery industry increased from a low of 2.31 times at the beginning of the year to 2.68 times, with a current PB of approximately 2.66 times as of June 13, 2025, reflecting a 15% recovery from the low [20] - The pig breeding sector is expected to see a gradual recovery in supply, with the number of breeding sows reaching 40.38 million heads by the end of April 2025, slightly above the normal holding capacity [21][23] - The average price of pigs as of June 13, 2025, was 14.04 yuan/kg, down 10.8% from the beginning of the year and 26.1% year-on-year, with expectations for a price rebound in Q4 2025 [27] Group 3 - The total feed production in China is expected to rebound in 2025 after a decline in 2024, with a total production of 49.2 million tons in the first two months of 2025, a year-on-year increase of 9.6% [54] - The average price of corn in China rose from approximately 2,122 yuan/ton at the beginning of the year to over 2,400 yuan/ton, reflecting a 13.3% increase [56] - The pet health market is anticipated to grow rapidly, with significant expansion potential in the domestic market for pet food and supplies, benefiting quality domestic leaders [5][6]
普莱柯(603566) - 普莱柯关于获得新兽药注册证书的公告
2025-06-11 09:15
普莱柯生物工程股份有限公司 关于获得新兽药注册证书的公告 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。 根据《兽药管理条例》和《兽药注册办法》规定,经农业农村部审查,批准 普莱柯生物工程股份有限公司(以下简称"公司")与其他单位联合申报的"鸡 滑液囊支原体灭活疫苗(HN01 株)"为新兽药,并于 2025 年 6 月 10 日公示了 核发《新兽药注册证书》(中华人民共和国农业农村部公告第 917 号)事项。详 情如下: 一、新兽药的基本信息 新兽药名称:鸡滑液囊支原体灭活疫苗(HN01 株) 注册分类:三类 主要成分:含鸡滑液囊支原体 HN01 株,每毫升疫苗灭活前菌数 1× 10 9.0CCU。 证券代码:603566 证券简称:普莱柯 公告编号:2025-025 选用我国鸡群优势流行菌株,产品抗原含量高、免疫原性好,接种 30 天后即可 产生有效的免疫保护,可有效预防鸡滑液囊炎,提高养禽业的生产性能和经济效 益。 经查询国家兽药基础数据库信息,截至目前,国内仅有鸡滑液支原体灭活疫 苗(YBF-MS1 株)获批兽药产品批准 ...
普莱柯生物工程股份有限公司2024年年度权益分派实施公告
Shang Hai Zheng Quan Bao· 2025-06-04 21:15
Core Points - The company announced a cash dividend of 0.40 yuan per share (including tax) for the fiscal year 2024 [1][3] - The profit distribution plan was approved at the annual general meeting held on May 16, 2025 [1][2] Distribution Plan - The dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited Shanghai Branch as of the close of trading on the registration date [2] - The total number of shares eligible for the dividend is 341,919,373 shares, after excluding 4,142,900 shares held in the company's repurchase account [3] Dividend Calculation - The cash dividend per share is calculated as follows: (Total eligible shares × Cash dividend per share) ÷ Total share capital = (341,919,373 shares × 0.40 yuan) = 136,767,749.20 yuan in total [3][4] - The reference price for ex-dividend trading is calculated based on the previous closing price minus the cash dividend [4] Implementation Method - Cash dividends will be distributed through the China Securities Depository and Clearing Corporation Limited Shanghai Branch to shareholders who have completed designated transactions [5] - For individual shareholders holding unrestricted circulating shares, the actual cash dividend after tax is 0.40 yuan per share, with specific tax implications based on holding periods [5][6] Taxation Details - For individual shareholders holding shares for more than one year, the dividend income is exempt from personal income tax [5] - For shares held for less than one year, the tax will be calculated upon the transfer of shares, with a potential effective tax rate of 10% for certain holding periods [6] - Qualified Foreign Institutional Investors (QFII) will have a 10% withholding tax applied, resulting in a net dividend of 0.36 yuan per share [6][7] Contact Information - For inquiries regarding the dividend distribution, shareholders can contact the company's securities affairs department at the provided phone number [8]
普莱柯(603566) - 普莱柯2024年年度权益分派实施公告
2025-06-04 09:30
证券代码:603566 证券简称:普莱柯 公告编号:2025-024 普莱柯生物工程股份有限公司 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。 | 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 | 2025/6/10 | - | 2025/6/11 | 2025/6/11 | 差异化分红送转: 是 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 5 月 16 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. 差异化分红送转方案: (1)根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》的有关规定, 上市公司回购专用账户中的股份,不享有利润分配的权利。根据公司 2024 年年度股东大会 决议, ...
普莱柯(603566) - 北京德恒律师事务所关于普莱柯生物工程股份有限公司差异化分红事项的法律意见
2025-06-04 09:16
北京德恒律师事务所 关于普莱柯生物工程股份有限公司 差异化分红事项的 法律意见 北京市西城区金融街 19 号富凯大厦 B 座 12 层 电话:010-52682888 传真:010-52682999 邮编:100033 北京德恒律师事务所 关于普莱柯生物工程股份有限公司 差异化分红事项的法律意见 北京德恒律师事务所 关于普莱柯生物工程股份有限公司 差异化分红事项的 法律意见 德恒 01G20240892-02 号 致:普莱柯生物工程股份有限公司 北京德恒律师事务所(以下简称"本所")接受普莱柯生物工程股份有限公 司(以下简称"普莱柯"或"公司")的委托,根据《中华人民共和国公司法》 (以下简称"《公司法》")、《中华人民共和国证券法》(以下简称"《证券 法》")、《上海证券交易所上市公司自律监管指引第 7 号—回购股份》等有 关法律法规、规范性文件和《普莱柯生物工程股份有限公司章程》(以下简称"《公 司章程》")的相关规定,按照律师行业公认的业务标准、道德规范和勤勉尽责 精神,就公司 2024 年度利润分配所涉及的差异化分红(以下简称"本次差异化 分红")相关事项出具本法律意见。 为出具本法律意见,本所律师查 ...
农林牧渔行业周报第18期:夏粮收获三成,猪价震荡运行-20250603
HUAXI Securities· 2025-06-03 05:05
Investment Rating - Industry Rating: Recommended [3] Core Views - The planting industry is seeing significant progress with summer grain wheat harvest, reaching over 30% completion as of May 30, with favorable weather conditions expected to enhance soil moisture and facilitate mechanized sowing [10][11] - The commercialization of genetically modified crops is anticipated to accelerate, aiming to improve yield and self-sufficiency in key varieties, supported by government initiatives to protect new plant varieties [10] - In the pig farming sector, the average price of live pigs is showing a slight increase, with a current price of 14.39 CNY/kg, reflecting a week-on-week rise of 0.36% [11][60] - The supply of breeding sows has slightly decreased, with a total of 40.38 million heads reported, while slaughtering volumes have increased significantly year-on-year [11][60] Summary by Sections Planting Industry - As of May 30, 1.29 million acres of summer wheat have been harvested, with regions like Hubei and Sichuan completing their harvests [10] - The Ministry of Agriculture emphasizes the importance of mechanization to enhance yield and efficiency in sowing [10] - Recommended stocks include Beidahuang and Suqian Agricultural Development for planting, and leading seed companies like Longping High-Tech and Dabeinong for seed production [10] Pig Farming - The average price of external three-way cross pigs is 14.39 CNY/kg, with a slight increase from the previous week [11] - The number of breeding sows has decreased slightly, while slaughtering volumes have increased by 20% year-on-year [11] - Recommended stocks in the breeding sector include Dekang Agriculture, Jinke Smart Agriculture, and Muyuan Foods, with feed companies like Haida Group also highlighted [11] Key Agricultural Products Data Tracking - Corn: Current average price is 2378.15 CNY/ton, with a week-on-week increase of 0.15% [23] - Wheat: Current average price is 2457.51 CNY/ton, with a week-on-week decrease of 0.35% [26] - Soybeans: Current average price is 3927.89 CNY/ton, remaining stable [38] - Cotton: Current average price is 14480.00 CNY/ton, with a slight decrease of 0.14% [42] Feed and Vitamin Prices - The average price of pig feed is 2.71 CNY/kg, showing a week-on-week decrease of 0.73% [48] - Vitamin E is priced at 101.60 CNY/kg, with a decrease of 4.87% [48]