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新希望上半年净利润7.55亿元 同比扭亏为盈
Xin Hua Cai Jing· 2025-08-30 05:31
生猪养殖与屠宰业务方面,报告期内,新希望上半年共销售仔猪205.66万头,肥猪639.28万头,合计 844.94万头,实现营业收入108.01亿元;共屠宰生猪164.42万头,实现营业收入35.68亿元。 上半年,国内猪价相比去年同期有所降低,猪价整体上在每公斤14元左右低位运行。数据显示,上半 年,新希望养猪平均窝均断奶数达到11.2头,较2024年平均值增加0.4头;平均PSY(每头母猪每年提供 的断奶仔猪数)达到25.4,较去年平均值增加0.7;平均断奶成本约260元/头,较上年底下降约30元/ 头;平均育肥成活率达94%,较上年底增加2个百分点。截至6月末,新希望在养肥猪投放存栏的合作放 养农户为1344户,同比减少10%,饲养户平均规模同比增加10%。 业内分析认为,上半年国内生猪产业从2024年的周期性回暖进入到一个低位运行的调整阶段。尽管2024 年年中的高猪价刺激了能繁母猪存栏数与生猪存栏数一定程度的增加,但年底的猪价下行又及时抑制了 行业再度扩张的冲动,引导能繁母猪存栏数在2025年震荡下调。 饲料、生猪养殖与屠宰是新希望的两大主营业务。报告期内,新希望饲料业务实现营业收入354.79亿 ...
新希望六和股份有限公司2025年半年度报告摘要
Core Viewpoint - The company has approved various resolutions during its board meetings, including financial guarantees, related party transactions, and risk management strategies to enhance operational efficiency and financial stability [3][7][41]. Group 1: Company Overview - The company did not distribute cash dividends or issue bonus shares during the reporting period [3]. - The company has not changed its controlling shareholder or actual controller during the reporting period [5]. Group 2: Financial Guarantees - The company plans to provide a total financing guarantee of RMB 626.3 billion for its subsidiaries in 2025, which is 244.10% of the company's latest audited net assets of RMB 256.57 billion [7][31]. - The company has provided actual financing guarantees of RMB 160.28 billion to its controlling companies and RMB 76.51 million to its associated companies as of June 30, 2025 [32][39]. Group 3: Related Party Transactions - The company expects to purchase meat products, breeding equipment, and feed raw materials from related parties for a total amount not exceeding RMB 373.6 million in 2025 [63]. - The company plans to increase its related party transactions with Chengdu Hope Food Co., Ltd. and its subsidiaries by approximately RMB 7 million for purchasing meat products and RMB 36 million for selling live pigs and meat products [64][65]. Group 4: Risk Management and Financial Strategies - The company has approved a plan to conduct hedging transactions to mitigate foreign exchange and interest rate risks, with a maximum transaction amount of USD 600 million [41][43]. - The company has established a derivative investment management system to control risks associated with its financial transactions [47][49].
新希望:8月28日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-29 17:33
Group 1 - The core point of the article is that New Hope (SZ 000876) announced the convening of its 10th Board of Directors meeting via telecommunication on August 28, 2025, to review the full text of the 2025 semi-annual report [1] - For the first half of 2025, New Hope's revenue composition is as follows: feed accounted for 68.72%, pig industry accounted for 27.83%, and other industries accounted for 3.44% [1]
“支持民营企业参与海南自由贸易港建设政策项目推介会”举行 冯飞致辞 刘小明出席
Sou Hu Cai Jing· 2025-08-29 16:27
"支持民营企业参与海南自由贸易港建设政策项目推介会"举行 总监制:汤锡朝 监制:傅光锴 审核:刘晓香 责任编辑:黄燕 编辑:吕玉艳 来源:海南日报客户端 冯飞在致辞中代表省委、省政府向出席本次推介会的国家部委和企业界各位嘉宾表示热烈欢迎和衷心感谢。他表示,经党中央批准,今年12月18日海南自 由贸易港将正式启动全岛封关运作。处于改革开放前沿的海南,有着高度开放的政策制度体系、融通中外的合作网络、产业升级的广阔赛道和公平竞争的 营商环境,选择海南就是选择机遇,投资海南就是投资未来。海南对民营经济发展极为重视,坚决贯彻落实习近平总书记在民营企业座谈会上的重要讲话 精神,系统性建设公平、透明、可预期的投资环境,大幅度降低制度性交易成本,确保民营企业在海南办得成事、招得到人、发展得越来越好。诚邀各位 企业家投资布局海南、共享发展机遇,共谱合作共赢的崭新篇章。 国家发展改革委副秘书长肖渭明在致辞中表示,海南自由贸易港肩负着打造我国对外开放新高地的重大历史使命,今年底又将实施全岛封关运作,为各类 经营主体提供了更为广阔的发展空间和投资机会。希望民营企业勇担时代重任,以封关为契机,扎根海南沃土,在服务国家战略中实现自身更大 ...
新希望上半年营收516.25亿元 实现净利润7.55亿元
Group 1 - The company reported a revenue of 51.625 billion yuan for the first half of the year, representing a year-on-year increase of 4.13%, and a net profit of 755 million yuan, up 162% year-on-year [1] - In the feed business, total sales volume reached 13.93 million tons, a year-on-year increase of 13%, with export feed sales of 11.48 million tons, up 16% [1] - The company implemented measures to manage raw material procurement effectively, including strategic partnerships with suppliers and optimizing raw material costs, resulting in a reduction of production costs by approximately 30 yuan per ton [1] Group 2 - The company sold a total of 844.94 thousand pigs, generating revenue of 10.801 billion yuan, with an average PSY of 25.4, which is industry-leading [2] - The company is advancing digitalization and automation in its operations, with increased coverage of smart equipment and the launch of an AI assistant for pig farming [2] - In the slaughtering business, the company processed 1.6442 million pigs, achieving revenue of 3.568 billion yuan, and developed a linkage capability between breeding and slaughtering [2] Group 3 - The domestic animal husbandry industry is transitioning into a low-level operational phase in 2025, following a cyclical recovery in 2024, with a downward adjustment in the number of breeding sows expected [3] - The high pig prices in mid-2024 led to an increase in the number of breeding sows and pigs, but the subsequent price decline at the end of the year curbed further industry expansion [3]
新希望(000876.SZ)发布上半年业绩,扭亏为盈至7.55亿元
智通财经网· 2025-08-29 13:03
Core Viewpoint - New Hope (000876.SZ) reported a revenue of 51.625 billion yuan for the first half of 2025, reflecting a year-on-year growth of 4.13% [1] - The net profit attributable to shareholders was 755 million yuan, with a net profit of 701 million yuan after deducting non-recurring gains and losses [1] - The basic earnings per share stood at 0.16 yuan [1] Industry Summary - The domestic animal husbandry industry transitioned from a cyclical recovery in 2024 to a low-level consolidation phase in 2025 [1] - High pig prices in mid-2024 led to an increase in the number of breeding sows and pigs, but the decline in prices by the end of the year restrained further industry expansion [1] - The number of breeding sows is expected to experience fluctuations downward in 2025 [1] Company Strategy - The company focused on expanding scale, improving efficiency, and reducing costs in its feed business [1] - In the pig farming sector, the company emphasized winter and spring epidemic prevention and production management improvements to continuously lower breeding costs [1] - The company increased resource investment in overseas markets and steadily advanced capacity construction [1] - The company continued to explore flexible financing channels to gradually reduce its debt ratio and financial expenses [1] Financial Performance - The company maintained profitability in each quarter of the first half of 2025, achieving a good year-on-year improvement despite facing lower pig prices compared to the same period last year [1]
新希望服务上半年营收净利同比双增 派息比例提升至70%
Zheng Quan Ri Bao Wang· 2025-08-29 12:51
本报讯 (记者梁傲男)8月29日,新希望服务控股有限公司(以下简称"新希望服务")召开业绩发布 会,解读了上半年的成绩单。 报告显示,新希望服务期内实现收入约7.40亿元,同比增长4.3%;毛利为2.34亿元,毛利率为31.6%; 股东应占净利为1.21亿元,同比增长2.4%,归母净利率16.3%;管理费效比连续四年下降,较去年同期 下降7.1%至9.1%。核心指标"三升一降",经营质量一如既往稳居行业前列。 董事会建议宣派中期股息为每股0.11港元,派息比率提升至70%,体现出公司积极回报股东的一贯策略 及对未来现金流的信心。 市拓成果亮眼 报告期内,新希望服务在高目标牵引下,第三方项目签约额达5.6亿元,同比增长59%。依托于成熟的 市拓体系和品牌影响力,公司中标成都天悦龙庭、昆明第三城紫香园、苏州泊云庭等千万级住宅项目, 市场认可度持续提升。此外,第三方全口径收入占比提升至84%,独立性再增强。 新希望服务区域深耕成效显著,上半年在管物业项目254个,在管建筑面积3803.5万平方米,其中96.6% 来源于中国一线、新一线及二线城市,尤其是西南及华东高能级城市。西南区域作为新希望服务的战略 腹地,实现物 ...
新 希 望(000876) - 关于开展保值型汇率和利率资金交易业务的可行性报告
2025-08-29 11:12
新希望六和股份有限公司 关于开展保值型汇率和利率资金交易业务的可行性报告 一、公司开展保值型汇率和利率资金交易业务的背景 新希望六和股份有限公司(以下简称"公司")及子公司山东新 希望六和集团有限公司、新希望新加坡私人有限公司、新希望国际控 股私人有限公司、四川新希望动物营养科技有限公司、四川新和进出 口有限公司以及广东嘉好农产品有限公司因国际业务持续发展,外汇 收支与外币资产规模不断增长。尽管美联储已开启降息周期,但美国 新的关税政策及货币政策、各国政治经济发展的不均衡性与不确定性, 会致使美元兑公司所在国的各国币种汇率及利率存在双向波动。为有 效管理国际投融资与进出口等业务,及相应衍生的外币资产与负债所 面临的汇率和利率风险,开展保值型汇率和利率资金交易业务,加强 公司外汇及利率风险管理,已成为公司稳定经营的迫切需求。 二、公司开展保值型汇率和利率资金交易业务的概述 公司拟开展的保值型汇率和利率资金交易业务是指公司为减少 实际经营活动中汇率与利率波动带来的对公司资产、负债和盈利水平 的变动影响,利用金融机构提供的汇率及利率衍生产品开展的以保值 为目的的资金交易业务。公司开展的保值性汇率和利率资金交易业务 ...
新 希 望(000876) - 关于开展保值型汇率和利率资金交易业务的公告
2025-08-29 11:12
证券代码:000876 证券简称:新希望 公告编号:2025-87 债券代码:127015,127049 债券简称:希望转债,希望转 2 新希望六和股份有限公司 关于开展保值型汇率和利率资金交易业务的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示: 1、新希望六和股份有限公司(以下简称"公司")及其全资子公司拟通过开展保值型 汇率和利率资金交易业务(以下简称"保值型资金交易业务"),来降低汇率和利率波动 对公司带来的不利影响。公司 2025-2026 年拟进行的保值型资金交易对应标的(进出口额、 外汇收支额或外币贷款额),在任意时点的余额不超过 6 亿美元,预计其任一交易日持有 的最高合约价值不超过 6 亿美元,期限为经公司董事会审议通过后 12 个月内。 2、已履行的审议程序:公司于 2025 年 8 月 28 日召开第十届董事会第五次会议,审议 通过了《关于开展保值型汇率和利率资金交易业务的议案》。本议案已经公司第十届董事 会风险控制委员会 2025 年第一次会议审议通过。 3、特别风险提示:公司开展保值型资金交易业务是为了提高公司应对 ...
新 希 望(000876) - 半年报财务报表
2025-08-29 11:12
| | | 资产负债表(未经审计 | | | | --- | --- | --- | --- | --- | | | | 2025年6月30日 | | | | 一用市 | 限公司 | | | 会企01表 金额单位:人民币元 | | | 2025年6月30日 | | 2024年12月31日 | | | | 台并 | 母公司 | 台并 | 母公司 | | 流动货 | | | | | | 货币资金 | 7.071.834.192.00 | 3.180.183.033.40 | 8.699.013.033.45 | 3.726.341.810.29 | | 结算备付金 | | | | | | 交易性金融资产 | 10.803.652.74 | | 4,273.616.17 | | | 应收票据 | 327.162.070.98 | | 146.857.514.96 | | | 应收账款 | 1.736.447.366.02 | 946.506.66 | 971.988.850.19 | | | 应收款项融资 | | | | | | 预付款项 | 645.439.890.55 | 26.439.783.38 | 564 ...