格隆汇1月29日丨京基智农(000048.SZ)发布2025年度业绩预告，预计2025年度归属于上市公司股东的净 利润1.25亿元～1.65亿元，比上年同期下降76.88%～82.49%；预计2025年度扣除非经常性损益后的净利 润1.2亿元～1.6亿元，比上年同期下降79.63%～84.72%。 报告期内，公司持续深化精细化管理，全面提升运营管理效率，各项目产能利用率进一步释放。2025年 度，公司累计销售生猪231.29万头(其中仔猪32.42万头)，较2024年度同比增长7.77%。同时，公司持续 优化饲料营养配方，提升猪群健康度。2025年度，公司生产经营成效显著改善，生猪养殖成本有效控制 和降低。但受行业周期波动影响，生猪销售价格同比出现较大幅度下降，导致公司2025收入和利润同比 下降。此外，公司房地产业务处尾盘去化阶段，销售收入同比减少，影响公司2025年度整体营业收入和 净利润。 ...

制图数据来自恒生聚源数据库 市净率(LF)历史分位(%) 中证智能财讯京基智农（000048）1月29日晚间披露2025年度业绩预告，预计2025年归母净利润1.25亿元至1.65亿元，同比下降76.88%-82.49%；扣非净利润 预计1.2亿元-1.6亿元，同比下降79.63%-84.72%；基本每股收益0.2375元/股-0.3151元/股。以1月29日收盘价计算，京基智农目前市盈率（TTM）约为58.91 倍-77.76倍，市净率（LF）约2.35倍，市销率（TTM）约1.93倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况 (倍) 100 @ 20 0 53 7 06 8 41 1265 0 4 64 - 100 - 150 -64.48 -200 -250 -276.83 -300 2022-06-30 2021-06-30 ' 2021-12-37 2022-12-37 3-06-30 : 2020-12-37 23-12-37 2n- -○- 公司 -○- 行业均值 100 ହ 90 80 70 60 50 40 30 20 13~94 40°08 ...

每经AI快讯，京基智农1月29日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润1.25亿元 ~1.65亿元，同比下降76.88%~82.49%；基本每股收益0.2375元~0.3151元元。业绩变动主要原因是，报 告期内，公司持续深化精细化管理，全面提升运营管理效率，各项目产能利用率进一步释放。2025年 度，公司累计销售生猪231.29万头，较2024年度同比增长7.77%。同时，公司持续优化饲料营养配方， 提升猪群健康度。2025年度，公司生产经营成效显著改善，生猪养殖成本有效控制和降低。但受行业周 期波动影响，生猪销售价格同比出现较大幅度下降，导致公司2025年度生猪养殖业务收入和利润同比下 降。此外，公司房地产业务处尾盘去化阶段，销售收入同比减少，影响公司2025年度整体营业收入和净 利润。 （记者 曾健辉） 每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 ...

南财智讯1月29日电，京基智农发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 12,500万元—16,500万元，同比预减76.88%—82.49%；预计2025年全年归属于上市公司股东的扣除非经 常性损益的净利润为12,000万元—16,000万元，同比预减79.63%—84.72%。业绩变动原因说明：报告期 内，公司持续深化精细化管理，全面提升运营管理效率，各项目产能利用率进一步释放。2025年度，公 司累计销售生猪231.29万头（其中仔猪32.42万头），较2024年度同比增长7.77%。同时，公司持续优化 饲料营养配方，提升猪群健康度。2025年度，公司生产经营成效显著改善，生猪养殖成本有效控制和降 低。但受行业周期波动影响，生猪销售价格同比出现较大幅度下降，导致公司2025年度生猪养殖业务收 入和利润同比下降。此外，公司房地产业务处尾盘去化阶段，销售收入同比减少，影响公司2025年度整 体营业收入和净利润。 ...

京基智农公告，预计2025年度净利润为1.25亿元～1.65亿元，同比下降76.88%～82.49%。受行业周期波 动影响，生猪销售价格同比出现较大幅度下降，导致公司2025年度生猪养殖业务收入和利润同比下降。 此外，公司房地产业务处尾盘去化阶段，销售收入同比减少，影响公司2025年度整体营业收入和净利 润。 ...

Core Viewpoint - The aquaculture sector experienced a rise of 1.85% on January 29, with Fu Cheng Co., Ltd. leading the gains, while the overall market showed mixed results with the Shanghai Composite Index up by 0.16% and the Shenzhen Component Index down by 0.3% [1] Group 1: Market Performance - The aquaculture sector's performance was highlighted by Fu Cheng Co., Ltd. closing at 6.46, up by 5.38% with a trading volume of 347,300 shares and a transaction value of 223 million yuan [1] - Other notable performers included Mu Yuan Co., Ltd. at 46.33, up by 2.64%, and Wen's Foodstuffs Group at 15.55, up by 1.97% [1] - The overall trading volume for the aquaculture sector was significant, with Mu Yuan Co., Ltd. alone accounting for a transaction value of 2.824 billion yuan [1] Group 2: Capital Flow - The aquaculture sector saw a net inflow of 253 million yuan from main funds, while retail investors experienced a net outflow of 82.155 million yuan [2] - Main funds showed a positive net inflow in companies like Mu Yuan Co., Ltd. with 24.6 million yuan and Wen's Foodstuffs Group with 95.752 million yuan [3] - Conversely, retail investors showed significant outflows in companies such as Mu Yuan Co., Ltd. with 132 million yuan and Fu Cheng Co., Ltd. with 6.78 million yuan [3]

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]

1月27日晚间，京基智农(000048.SZ)发布的股份回购进展公告受到市场关注。公告显示，公司已累计回 购股份543.80万股，占总股本的1.03%，成交金额共计0.94亿元。其中，最高成交价为19.50元/股。 真正的看点在于京基智农在科技赛道的突破。公司锚定具身智能万亿蓝海，拟控股国家级专精特新"小 巨人"汇博机器人，后者2026-2028年承诺年收入增速不低于30%，年内将发布2款人形机器人。 据悉，"十五五"规划将机器人产业作为培育新质生产力的关键领域，并置于重要位置。国家层面正大力 推动其创新发展与融合应用，为公司此次布局提供了明确的政策支持和发展机遇。 此次战略投入，标志着公司正式切入机器人这一万亿级赛道。根据公告，双方将共建具身机器人研究 院，全面开启"农业+科技"双轮驱动新格局。这一布局不仅将推动其在机器人新兴赛道的技术积累与产 业化落地，更打开了通向万亿市场规模的战略成长通道。 基本面与情绪面共振，长期配置价值凸显 根据此前规划，公司拟在6个月内使用1亿至2亿元自有资金回购股份，用于股权激励或员工持股计划。 实际上，早在1月7日，京基智农就已启动首次回购，以999万元购入65.48万股。 ...

1月27日晚间，京基智农（000048.SZ）发布的股份回购进展公告受到市场关注。公告显示，公司已累计 回购股份543.80万股，占总股本的1.03%，成交金额共计0.94亿元。其中，最高成交价为19.50元/股。 科技布局打开估值空间，双轮驱动战略清晰 真正的看点在于京基智农在科技赛道的突破。公司锚定具身智能万亿蓝海，拟控股国家级专精特新"小 巨人"汇博机器人，后者2026-2028年承诺年收入增速不低于30%，年内将发布2款人形机器人。 据悉，"十五五"规划将机器人产业作为培育新质生产力的关键领域，并置于重要位置。国家层面正大力 推动其创新发展与融合应用，为公司此次布局提供了明确的政策支持和发展机遇。 根据此前规划，公司拟在6个月内使用1亿至2亿元自有资金回购股份，用于股权激励或员工持股计划。 实际上，早在1月7日，京基智农就已启动首次回购，以999万元购入65.48万股。 此次快速有效的股份回购，不仅反映出管理层对公司内在价值的坚定信心，更以真金白银的实际行动， 向资本市场传递了积极的估值信号。 值得关注的是，公司已获1亿元专项贷款支持，这一融资将进一步强化公司实施回购的财务能力与执行 决心。 财务实力 ...

Key Highlights - Tianqi Co., Ltd. participated in financing for Galaxy General Robotics, acquiring up to 0.38% equity [1] - Hualan Vaccine has no vaccine products available for the prevention of Nipah virus [1] - Aisen Co., Ltd. plans to invest 2 billion yuan to build an integrated circuit materials manufacturing base in East China [1] - Beixin Road and Bridge won a contract for a project worth 1.221 billion yuan [1] - Yongding Co., Ltd. expects a net profit increase of 225.66% to 388.48% in 2025 [1] - Puxin Co., Ltd. intends to acquire a 5% stake in Liyuan Fluororesin for 240 million yuan [1] - Huatai Medical has repurchased 0.7202% of its shares [1] - Dayi Long plans to reduce its stake by no more than 3% [1] - Dongcai Technology's actual controller and vice chairman, Xiong Haitao, has been detained [1] - Yichang Technology's actual controller, Xiong Haitao, is under investigation and has been detained [1] Project Investments - Nord Co., Ltd. plans to invest 168 million yuan to upgrade production line equipment for Qinghai Electronics [1] - Aisen Co., Ltd. is set to invest 2 billion yuan in a manufacturing base for integrated circuit materials [1] Contract Awards - Jintanglang Co., Ltd. won a contract for the interior decoration and weak current intelligent engineering of a new hotel project [1] - Beixin Road and Bridge secured a contract worth 1.221 billion yuan [1] - Huakang Clean won a project worth 54.88 million yuan [1] Earnings Forecasts - New Meixing Co., Ltd. expects a net profit growth of 160.76% to 204.96% in 2025 [1] - Hongxin Electronics anticipates a net profit of 110 million to 150 million yuan in 2025, a year-on-year increase of 93.61% to 164.01% [1] - Yongding Co., Ltd. forecasts a net profit increase of 225.66% to 388.48% in 2025 [1] - Zhenlei Technology expects a net profit increase of 529.64% to 642.26% in 2025 [1] - Ningbo Fubang anticipates a net profit growth of 3099.59% to 4379.43% in 2025 [1] Share Acquisitions - Puxin Co., Ltd. plans to acquire a 5% stake in Liyuan Fluororesin for 240 million yuan [1] - Yingxin Development intends to acquire 60% equity in Changxing Semiconductor [1] Share Buybacks - Jingji Zhino has repurchased 5.438 million shares [2] - Huatai Medical has repurchased 0.7202% of its shares [2] Share Reductions - Baida Precision plans to reduce its stake by no more than 2% [2] - Dayi Long intends to reduce its stake by no more than 3% [2] - Zhishang Technology's Liu Dongsheng and Liu Dongli plan to reduce their stakes by no more than 3% [2] - Shichuang Securities' City Power plans to reduce its holdings by no more than 27.245 million A-shares [2] - Pianzaihuang's Jiulongjiang Group plans to increase its holdings by 300 million to 500 million yuan [2] Other News - Dongcai Technology's actual controller and vice chairman, Xiong Haitao, has been detained [2] - Jingpin Special Equipment has been banned from participating in procurement activities for military supplies for three years [2] - Yichang Technology's actual controller, Xiong Haitao, is under investigation and has been detained [2]