2月25日，禾丰股份涨0.14%，成交额2744.02万元。两融数据显示，当日禾丰股份获融资买入额192.38 万元，融资偿还254.82万元，融资净买入-62.44万元。截至2月25日，禾丰股份融资融券余额合计1.64亿 元。 融资方面，禾丰股份当日融资买入192.38万元。当前融资余额1.64亿元，占流通市值的2.47%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，禾丰股份2月25日融券偿还3800.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量2.05万股，融券余额14.99万元，低于近一年10%分位水平，处于低位。 资料显示，禾丰食品股份有限公司位于辽宁省沈阳市沈北新区辉山大街169号，成立日期2003年3月27 日，上市日期2014年8月8日，公司主营业务涉及饲料及饲料原料贸易业务、肉禽业务、生猪业务,同时 涉猎动物药品、养殖设备、宠物医疗等。主营业务收入构成为：禽产业38.68%，饲料产品35.89%，饲 料原料13.84%，猪产业9.47%，其他2.12%。 分红方面，禾丰股份A股上市后累计派现10.07亿元。近三年，累计派现1.58亿元。 机构持仓方 ...

经济观察网禾丰股份（603609）于2026年2月10日发布公告，披露2026年1月为子公司提供担保情况。截 至2026年1月31日，公司及控股子公司对外担保余额为25.21亿元，占2024年末净资产的37.66%，无逾期 担保。该担保事项已通过董事会和股东大会审批，旨在支持子公司业务开展，风险可控。 股票近期走势 近7天(2026年2月4日至11日)，禾丰股份股价震荡下行，累计跌幅0.27%，振幅5.84%。2月11日最新收盘 价7.38元，单日跌0.67%，成交金额1985万元。资金面上，当日主力净流入46.24万元，散户资金呈净流 出态势。技术面显示股价处于20日均线(7.36元)附近震荡，布林带压力位7.49元，支撑位7.23元。 财报分析 近7天无最新研报发布。最近机构观点为2025年12月17日国泰海通证券报告，预计2026年公司业绩有望 随行业价格回暖改善。 以上内容基于公开资料整理，不构成投资建议。 近期无新增财报资讯。最新财报为2025年三季报，已于2025年10月31日披露，当期净利润同比下滑 55.34%。2025年全年业绩预告于2026年1月25日发布，预计净利润同比下降79%-86% ...

Core Viewpoint - The Ministry of Industry and Information Technology of China has announced the 2025 list of national consumer brands, featuring 276 brands, including 12 from Liaoning province, with three brands from Shenyang, namely He Feng, Tao Li, and Dongsoft Medical, covering the food and pharmaceutical industries [1] Group 1 - The "China Consumer Brand" initiative aims to establish a consumer brand system led by enterprise and regional brands, promoting high-quality development in the consumer goods industry [1] - The selected brands are recognized for their independent innovation, high quality, and good reputation [1]

证券代码：603609 证券简称：禾丰股份 公告编号：2026-008 债券代码：113647 债券简称：禾丰转债 禾丰食品股份有限公司2026年1月为子公司提供担保情况的公告 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。 重要内容提示： ● 担保对象及基本情况 ■ 注：实际为其提供的担保余额为截至2026年1月31日公司及下属子公司为其提供的担保余额数据。 ● 累计担保情况 （一）担保的基本情况 1、为下属子公司融资提供担保 2026年1月，禾丰食品股份有限公司（以下简称"公司"或"禾丰股份"）在计划额度内新增为下属子公司 向金融机构融资提供担保的具体情况如下： 单位：万元 ■ 单位：万元 ■ 截至2026年1月31日，公司已实际为大庆禾丰牧业有限公司、海南禾丰牧业有限公司向金融机构融资提 供的担保余额分别为人民币2,000.00万元、1,000.00万元，已实际为大连禾源牧业有限公司等下属子公司 采购原料提供的担保余额为人民币62,534.78万元。 上述担保在公司股东会批准的额度范围内。 2、为下属子公司原料采购提供担 ...

（记者 曾健辉） 每经AI快讯，禾丰股份2月9日晚间发布公告称，截至2026年1月31日，公司及控股子公司对外担保余额 约为25.21亿元，占公司2024年12月31日经审计净资产的比例为37.66%。其中，公司对控股子公司的担 保余额约为19.71亿元，占公司2024年12月31日经审计净资产的比例为29.43%；控股子公司对控股子公 司的担保余额约为3.82亿元，占公司2024年12月31日经审计净资产的比例为5.71%；控股子公司对参股 公司及养殖户的担保余额约为1.69亿元，占公司2024年12月31日经审计净资产的比例为2.52%。 每经头条（nbdtoutiao）——美国名校毕业刚回国，26岁"金少"空降成董事长和总经理，父母隐退！A股 多位"00后"执掌要职，"不负投资者"成重大考验 ...

| 证券代码：603609 | 证券简称：禾丰股份 | 公告编号：2026-008 | | --- | --- | --- | | 债券代码：113647 | 债券简称：禾丰转债 | | 禾丰食品股份有限公司 1 | □担保金额超过上市公司最近一期经审 | | --- | | 计净资产 50% | | □对合并报表外单位担保金额达到或超 | | 过最近一期经审计净资产 30%的情况下 | | ☑对资产负债率超过 70%的单位提供担保 | 一、担保情况概述 2026年1月为子公司提供担保情况的公告 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。 重要内容提示： 担保对象及基本情况 | | 被担保人名称 | | 大庆禾丰牧业有限公司 | | --- | --- | --- | --- | | | 本次担保金额 | 1,000.00 | 万元 | | 担保对象一 | 实际为其提供的担保余额 | 2,000.00 | 万元 | | | 是否在前期预计额度内 | ☑是 | □否 | | | 本次担保是否有反担保 | □是 | ☑否 | ...

Core Insights - The Ministry of Industry and Information Technology of China announced the 2025 list of consumer brands, with 276 brands selected nationwide, including 12 from a specific province, covering various industries such as food, light industry, pharmaceuticals, and textiles [1] Group 1: Selected Brands - Seven brands were recognized in the "Enterprise Brand - Era Quality Products" category: He Feng, Tao Li, Kong Que, Dong Ruan Medical, Chuang Shi, Hai Da Chef, and Xiao Qin [1] - Three brands were recognized in the "Regional Brand" category: Xiao Bei He Socks, Huan Ren Mountain Ginseng, and Chang Hai Sea Cucumber [1] - Two brands were acknowledged for specific demographic products: Han De for elderly products and Huang E Niang for maternal and child products [1] Group 2: Industry Development Strategy - The provincial government is implementing a gradient cultivation approach to systematically build a lineup of renowned consumer brands, creating a multi-level and tiered development structure [2] - The strategy includes building a brand system focused on key industries, widely collecting and screening quality products, and implementing targeted support [2] - There is an emphasis on cultural empowerment, exploring historical classics, contemporary quality products, and trendy new brands to enhance brand connotation and recognition [2] - The initiative promotes "smart transformation and digital upgrading," accelerating the integration of digital technology and showcasing typical cases to drive industry transformation [2] - The government aims to cultivate characteristic consumer goods industries, promote industrial clustering, and enhance regional brand development to improve overall industry competitiveness [2] - Efforts will be made to strengthen promotional activities through roadshows, exhibitions, and other forms to tell the story of provincial brands and expand their influence and market recognition [2]

出品：新浪财经上市公司研究院 作者：浪头饮食/ 郝显 近日，禾丰股份发布业绩预告，预计2025年度实现归母净利润4800万元到7200万元，同比减少78.98% 到85.98%。扣非净利润更是直接转负，为-6900万元到-4500万元，同比减少 112.88%到119.74%。以此 估算，四季度亏损5711.58万元至8111.58万元。 去年国内生猪、毛鸡、鸡肉全年均价大幅下降，使得禾丰股份面临巨大压力。截至2025年三季末，公司 账面现金15.35亿元，短期有息负债26.89亿元，现金短债比低至0.57。 四季度陷入亏损 股东不断减持 分季度来看，2025年前两个季度禾丰股份均在盈利，三季度亏损1.04亿元，根据业绩预告估算，四季度 亏损5711.58万元至8111.58万元。 禾丰股份是一家农牧公司，主营业务为饲料、肉禽养殖、生猪养殖，其中饲料和肉禽是主要收入来源。 2024年饲料业务贡献了38%的收入，肉禽贡献了35%，生猪业务占比约为10%。 公司称，业绩下滑主要受主营业务的市场环境影响。报告期内国内生猪、毛鸡、鸡肉全年均价同比皆大 幅下降，公司生猪、肉禽业务出现亏损，导致本期业绩大幅下滑。 发布业 ...

从资金流向上来看，当日饲料板块主力资金净流出1.1亿元，游资资金净流入2450.87万元，散户资金净流 入8597.09万元。饲料板块个股资金流向见下表： 证券之星消息，1月29日饲料板块较上一交易日上涨2.24%，金新农领涨。当日上证指数报收于4157.98， 上涨0.16%。深证成指报收于14300.08，下跌0.3%。饲料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) | | | --- | --- | --- | --- | --- | --- | --- | | 002548 | 金新农 | 6.93 | 6.29% | 84.64万 | | 5.73亿 | | 002311 | 海大集团 | 51.90 | 3.37% | 14.14万 | | 7.27亿 | | 002385 | 大北农 | 4.42 | 2.79% | 374.89万 | | 16.55 Z | | 603363 | 傲农生物 | 4.15 | 2.22% | 56.80万 | | 2.35亿 | | 000702 | 正虹科技 | 6.97 | 1.75% | 8.07万 ...

Investment Rating - The industry investment rating is "Buy" [2] Core Insights - The poultry industry is expected to see an improvement in the supply chain in 2026, driven by a rebound in prices and a gradual recovery in profitability for the breeding sector [5][91] - The integration trend within the industry is becoming more pronounced, with leading companies benefiting from their downstream channel advantages and collaborative efforts across the supply chain [5][24] - The domestic poultry sector is experiencing a shift towards self-breeding and the replacement of imported breeds due to disruptions caused by avian influenza outbreaks abroad [5][39] Summary by Sections 1. 2025 Poultry Industry Maintains Marginal Profitability, Clear Integration Trend - The poultry industry maintained marginal profitability in 2025, with upstream breeding segments performing better than downstream farming and processing sectors [5][14] - The average price of parent stock chicks in 2025 was 44.75 CNY/set, a slight decrease of 0.7% year-on-year, while the average price of commercial chicks was 2.51 CNY each, down 13% year-on-year [5][17] - The total slaughter volume of the top 10 companies reached 4.274 billion birds, accounting for 45.99% of the market, indicating a trend towards consolidation [5][24] 2. Avian Influenza Disrupts Imports, Accelerates Domestic Breed Replacement - In 2025, the cumulative update of grandparent stock chickens was 1.574 million sets, a year-on-year increase of 4.9%, with domestic breeds accounting for approximately 60% of the updates [5][39] - The outbreak of avian influenza in France in December 2025 led to a halt in overseas imports, increasing the uncertainty of supply from abroad [5][46] - Domestic breeds are showing improved performance, with the replacement rate of domestic breeds rising to 34% in 2025 [5][57] 3. 2026 Supply Chain Expected to Improve, Capacity Elasticity Remains a Concern - The inventory of grandparent stock chickens is expected to decline in early 2026, with estimates showing a year-on-year decrease of approximately 3.3% and 12% in March and April, respectively [5][69] - The overall supply of the poultry industry is anticipated to gradually improve in 2026, with profitability expected to return to the breeding sector [5][87] - The report emphasizes the importance of monitoring parent stock chick sales as a key indicator of supply trends [5][76] 4. Investment Recommendations - The report suggests focusing on companies such as Shengnong Development, Yisheng, Minhe, Xiantan, and Hefeng, which are well-positioned to benefit from the ongoing integration and recovery in the poultry industry [5][91]