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双汇发展(000895):肉制品销量企稳 业绩符合预期 维持高分红
Xin Lang Cai Jing· 2025-08-13 00:35
Core Viewpoint - The company reported its 2025 H1 financial results, showing a total revenue of 28.503 billion with a year-on-year growth of 3% and a net profit attributable to shareholders of 2.323 billion, up 1.17% [1] Financial Performance - In Q2 2025, the company achieved a revenue of 14.208 billion, reflecting a year-on-year increase of 6.3%, and a net profit of 1.186 billion, which is a 15.74% increase [1] - The non-recurring net profit for Q2 2025 was 1.1554 billion, marking a 17.07% year-on-year growth [1] - The mid-term cash dividend plan is set at 2.252 billion RMB, with a dividend payout ratio of 97% [2] Sales and Product Performance - The meat product segment generated a revenue of 5.623 billion in Q2 2025, with a slight year-on-year increase of 0.77% [3] - Meat product sales volume reached 328.7 thousand tons, up 0.62% year-on-year, with an average price of 17.1 RMB/kg, a 0.16% increase [3] - The average profit per ton for meat products was 4,564 RMB, reflecting a 3.78% year-on-year increase [3] Slaughtering and Breeding Business - The slaughtering business reported a revenue of 6.767 billion in Q2 2025, with a year-on-year growth of 0.6% [4] - External transaction revenue from slaughtering was 6.092 billion, up 4.25%, while internal transfer revenue decreased by 23.57% to 676 million [4] - The breeding segment turned profitable in Q2 2025, achieving external transaction revenue of 2.49 billion, a 28.42% increase, and a profit of 0.02 billion, compared to a loss of 1.69 billion in the same period last year [4] Investment Outlook - The company maintains its profit forecast for 2025-2027, predicting net profits of 5.04 billion, 5.13 billion, and 5.299 billion respectively, with year-on-year growth rates of 1%, 1.8%, and 3.3% [2] - The current stock price corresponds to a PE ratio of 17 for 2025, 17 for 2026, and 16 for 2027, indicating a low valuation for a leading company in the meat product industry [2] - The expected cash dividend for 2024 corresponds to a dividend yield of 5.7%, supporting a buy rating [2]
河南双汇投资发展股份有限公司2025年半年度报告摘要
Shang Hai Zheng Quan Bao· 2025-08-12 20:41
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000895 证券简称:双汇发展 公告编号:2025-21 一、重要提示 本半年度报告摘要来自半年度报告全文,为全面了解本公司的经营成果、财务状况及未来发展规划,投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 1、公司简介 ■ □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 √适用 □不适用 是否以公积金转增股本 □是 √否 公司经本次董事会审议通过的利润分配预案为:以3,464,661,213股为基数,向全体股东每10股派发现金 红利6.50元(含税),送红股0股(含税),不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 2、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 单位:股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因 ...
上市公司动态 | 中国联通半年营收破2000亿;贵州茅台净利增8.89%,称有利因素强于不利因素
Sou Hu Cai Jing· 2025-08-12 16:43
Group 1: China Unicom - Company revenue exceeded RMB 200 billion in the first half of the year, with a total profit of RMB 17.7 billion, representing a year-on-year increase of 5.2% [1] - Internet communication revenue reached RMB 131.9 billion, while intelligent network revenue amounted to RMB 45.4 billion, accounting for 26% of total revenue [1] - The number of connected users surpassed 1.2 billion, with mobile and broadband users increasing by over 11 million, reaching a total of 480 million [1] Group 2: Kweichow Moutai - The net profit for the first half of the year increased by 8.89%, with favorable factors outweighing unfavorable ones [2] Group 3: Shuanghui Development - The company reported a total meat product export volume of 1.57 million tons, a year-on-year increase of 3.67%, and total revenue of RMB 28.5 billion, up 3.00% [4] - The total profit decreased by 2.36%, while the net profit attributable to shareholders rose by 1.17% due to improved profitability in tax-exempt businesses [4] Group 4: Pengding Holdings - The company achieved a revenue of RMB 16.375 billion, a year-on-year increase of 24.75%, and a net profit of RMB 1.233 billion, up 57.22% [6] - The increase in revenue was attributed to a rise in customer orders [6] Group 5: Jinlongyu - The company reported a net profit increase of 60.07%, with revenue reaching RMB 115.68 billion, up from RMB 109.48 billion [9] - The growth in revenue was driven by increased sales of kitchen foods, feed raw materials, and oil technology products [9] Group 6: Other Companies - Zhenray Technology reported a turnaround in net profit due to significant growth in main business revenue [12] - Zhongke Sanhuan achieved a net profit increase of 160.82%, despite a revenue decline of 11.17% [16]
双汇发展: 2025年半年度报告摘要
Zheng Quan Zhi Xing· 2025-08-12 16:14
| 河南双汇投资发展股份有限公司 | 2025 | | 年半年度报告摘要 | | | | --- | --- | --- | --- | --- | --- | | 证券代码:000895 证券简称:双汇发展 | | 公告编号:2025-21 | | | | | 河南双汇投资发展股份有限公司 | | | | | | | 一、重要提示 | | | | | | | 本半年度报告摘要来自半年度报告全文,为全面了解本公司的经营成果、财务状况及未来 | | | | | | | 发展规划,投资者应当到证监会指定媒体仔细阅读半年度报告全文。 | | | | | | | 所有董事均已出席了审议本报告的董事会会议。 | | | | | | | 非标准审计意见提示 | | | | | | | □适用 ?不适用 | | | | | | | 董事会审议的报告期利润分配预案或公积金转增股本预案 | | | | | | | ?适用 □不适用 | | | | | | | 是否以公积金转增股本 | | | | | | | □是 ?否 | | | | | | | 公司经本次董事会审议通过的利润分配预案为:以 | 3,464,661,213 | ...
双汇发展: 关于2025年半年度利润分配方案的公告
Zheng Quan Zhi Xing· 2025-08-12 16:14
证券代码:000895 证券简称:双汇发展 公告编号:2025-22 河南双汇投资发展股份有限公司 关于 2025 年半年度利润分配方案的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚 假记载、误导性陈述或重大遗漏。 河南双汇投资发展股份有限公司(以下简称公司)于 2025 年 8 月 9 日召开 第九届董事会第八次会议和第九届监事会第六次会议,会议审议通过了《公司 项公告如下: 以公司现有总股本 3,464,661,213 股为基数,向全体股东按每 10 股派发现金 红利 6.50 元(含税),共计派发现金红利 2,252,029,788.45 元,不送红股,也不进 行资本公积金转增。 本分配方案公布后至实施前,公司总股本如因股权激励行权、可转债转股、 股份回购等原因发生变动的,公司将按照现金红利总额不变的原则相应调整每股 分配金额。 本分配方案符合《中华人民共和国公司法》(以下简称《公司法》)、《上 市公司监管指引第 3 号——上市公司现金分红》和《河南双汇投资发展股份有限 公司章程》(以下简称《公司章程》)等相关规定,且在公司 2024 年度股东会 决议授权范围内,无需再次提交公 ...
双汇发展: 半年报董事会决议公告
Zheng Quan Zhi Xing· 2025-08-12 16:14
证券代码:000895 证券简称:双汇发展 公告编号:2025-19 河南双汇投资发展股份有限公司 第九届董事会第八次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚 假记载、误导性陈述或重大遗漏。 一、 董事会会议召开情况 以公司现有总股本 3,464,661,213 股为基数,向全体股东按每 10 股派发现金 红利 6.50 元(含税),共计派发现金红利 2,252,029,788.45 元,不送红股,也不进 行资本公积金转增。 (一) 河南双汇投资发展股份有限公司(以下简称公司)于 2025 年 7 月 30 日 以电子邮件和电话方式向公司全体董事发出召开第九届董事会第八次会议的通 知。 (二) 董事会会议于 2025 年 8 月 9 日在公司会议室以现场表决结合通讯表决 的方式召开。 (三) 董事会会议应到董事 8 人,实到董事 8 人。 (四) 董事会会议由董事长万宏伟先生主持,监事和高级管理人员列席会议。 (五) 董事会会议的召集、召开程序,表决程序及表决方式符合《中华人民共 和国公司法》(以下简称《公司法》)等有关法律、行政法规、规范性文件和《河 南双汇投资发展股份 ...
双汇发展:上半年归母净利润为23.23亿元,同比增长1.17%
Bei Jing Shang Bao· 2025-08-12 15:40
北京商报讯(记者郭秀娟实习记者王悦彤) 8月12日,双汇发展发布2025年半年报。在2025年上半年, 公司实现营业收入284.14亿元,同比增长2.97%;归母净利润23.23亿元,同比上升1.17%。其中第二季 度,公司营业收入为141.4亿元,同比上升6.2%;归母净利润为11.9亿元,同比上升15.7%。 (文章来源:北京商报) ...
双汇发展(000895):肉制品销量企稳,业绩符合预期,维持高分红
Shenwan Hongyuan Securities· 2025-08-12 14:44
Investment Rating - The investment rating for the company is "Buy" and is maintained [1] Core Views - The company's performance in H1 2025 met expectations, with total revenue of 28.503 billion yuan, a year-on-year increase of 3%, and a net profit attributable to shareholders of 2.323 billion yuan, a year-on-year increase of 1.17% [6] - The company announced a cash dividend plan of 2.252 billion yuan, with a dividend payout ratio of 97% [6] - The company is expected to maintain strong competitive advantages in the meat products industry, with a low valuation and high dividend yield, projected at 5.67% for 2024 [6] Financial Data and Profit Forecast - Total revenue forecast for 2025 is 60.663 billion yuan, with a year-on-year growth rate of 1.6% [5] - Net profit attributable to shareholders for 2025 is projected at 5.040 billion yuan, with a year-on-year growth rate of 1% [5] - Earnings per share for 2025 is estimated at 1.45 yuan [5] - The gross profit margin is expected to be 16.8% for 2025 [5] - Return on equity (ROE) is projected at 23.9% for 2025 [5] Business Performance Insights - In Q2 2025, the company's meat product revenue was 5.623 billion yuan, with a year-on-year increase of 0.77% [6] - The volume of meat products sold in Q2 2025 was 328,700 tons, a year-on-year increase of 0.62% [6] - The average selling price for meat products in Q2 2025 was 17.1 yuan/kg, a year-on-year increase of 0.16% [6] - The company has implemented a sales system reform, leading to improved sales performance in Q2 2025 [6] - The slaughtering business generated revenue of 6.767 billion yuan in Q2 2025, with a year-on-year increase of 0.6% [6] - The breeding segment turned profitable in Q2 2025, with revenue of 2.49 billion yuan, a year-on-year increase of 28.42% [6]
双汇发展:上半年归母净利润为141.4亿元,同比增长1.17%
Bei Jing Shang Bao· 2025-08-12 14:22
北京商报讯(记者 郭秀娟 实习记者 王悦彤) 8月12日,双汇发展发布2025年半年报。在2025年上半 年,公司实现营业收入284.14亿元,同比增长2.97%;归母净利润23.23亿元,同比上升1.17%。其中第 二季度,公司营业收入为141.4亿元,同比上升6.2%;归母净利润为11.9亿元,同比上升15.7%。 ...
双汇发展:2025年半年度报告
Zheng Quan Ri Bao Zhi Sheng· 2025-08-12 14:16
(编辑 姚尧) 证券日报网讯 8月12日晚间,双汇发展发布公告称,2025年半年度公司实现营业收入28,413,967, 234.35元,同比增长2.97%;归属于上市公司股东的净利润为2,323,162,303.94元,同比增长 1.17%。 ...