东瑞股份 2025 年上半年扭亏为盈，归母净利润同比上升 103.02%，扣 非后净利润同比上升 102.35%，主要受益于生产经营改善、产能利用 率提升和生猪养殖成本下降。 2025 年第二季度公司完全成本为 14.7 元/公斤，其中销售成本 13.32 元/公斤（饲料成本 8.48 元/公斤），期间费用 1.39 元/公斤。产品结构 差异及连平厂提前销售中猪导致实际利润低于预期。 公司通过扩大规模、提高幼猪占比摊销期间费用、引进高产种猪降低仔 猪断奶成本、优化生产管理等措施，计划年底前将完全成本降至 14 元 以下，明年降至 13 元左右。 东瑞股份积极配合反内卷政策，维持现有 10 万头母猪规模，不再增加， 以促进猪价稳定和供销平衡。预计 2025 年下半年猪价相对稳定，广东 地区 15 元/公斤的价格水平有望维持到 2026 年。 2025 年上半年，公司经营性现金流为正向 1.23 亿元，同比增长 102%，负债率有所下降，计划将资产负债率控制在 50%以下，通过统 一资金把控、协商账期、降低成本等措施实现。 东瑞股份 20250829.docx AceCamp AI 2025-08-30 摘要 Q ...

据证券之星公开数据整理，近期东瑞股份（001201）发布2025年中报。截至本报告期末，公司营业总收 入10.95亿元，同比上升72.3%，归母净利润332.08万元，同比上升103.02%。按单季度数据看，第二季 度营业总收入6.0亿元，同比上升68.93%，第二季度归母净利润887.83万元，同比上升132.89%。本报告 期东瑞股份存货明显上升，存货同比增幅达49.9%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率17.3%，同比增3.82%，净利率0.29%，同比增 101.64%，销售费用、管理费用、财务费用总计1.68亿元，三费占营收比15.35%，同比减50.75%，每股 净资产13.15元，同比增0.76%，每股经营性现金流0.48元，同比增256.22%，每股收益0.01元，同比增 102.33% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 6.35 Z | 10.95 Z | 72.30% | | 归母净利润（元） | -1.1亿 | 332.08万 | 103.02% | | 扣非 ...

Group 1 - The core viewpoint of the news is that Dongrui Food Group Co., Ltd. reported significant growth in sales and profit for the first half of 2025, driven by improved production management and cost reductions [1][2]. - In the first half of 2025, the company sold 765,000 pigs, an increase of 116.18% compared to the same period last year [1]. - The net profit attributable to the parent company was 3.32 million yuan, up 103.02% year-on-year, with the second quarter achieving a net profit of 8.88 million yuan, marking a successful turnaround from losses [1]. Group 2 - The company reported a complete cost of 14.7 yuan per kilogram for commodity pigs in the second quarter, with top-performing farms achieving a cost of 13.5 yuan per kilogram [2]. - The net cash flow from operating activities for the first half of the year was 123 million yuan, an increase of 256.22% year-on-year [2]. - As of June 30, 2025, the company's asset-liability ratio was 44.98%, remaining stable compared to the end of the previous year [2]. Group 3 - The company plans to maintain its supply to Hong Kong and Macau at approximately 260,000 pigs this year, with a target of 300,000 to 350,000 pigs for the next year [2].

Group 1: Financial Performance - In the first half of 2025, the company sold 765,000 pigs, a year-on-year increase of 116.18% [3] - Revenue reached 1.095 billion yuan, up 72.30% compared to the same period last year [3] - The net profit attributable to the parent company was 3.3208 million yuan, an increase of 103.02% year-on-year [3] - The average selling price of commodity pigs was 15.76 yuan/kg, a decrease of 6.50% from the previous year [3] Group 2: Cost Management - The complete cost of commodity pigs in Q2 was 14.7 yuan/kg, with top-performing farms achieving 13.5 yuan/kg [5] - The target for complete costs in 2025 remains at 14 yuan/kg, with the first half's cost at 15 yuan/kg [6] - Cost reduction channels include increased output from capacity release, improvements in breeding systems, and enhanced management efficiency [6] Group 3: Cash Flow and Financial Ratios - The net cash flow from operating activities for the first half was 123 million yuan, a year-on-year increase of 256.22% [7] - As of June 30, 2025, the company's debt-to-asset ratio was 44.98%, remaining stable compared to the end of the previous year [8] Group 4: Supply Chain and Future Planning - The expected supply of pigs to Hong Kong and Macau for this year is approximately 260,000 heads, similar to last year [8] - The target for next year's supply to Hong Kong and Macau is set at 300,000 to 350,000 heads [8]

Group 1 - The company reported a revenue of 1.095 billion yuan for the first half of 2025, representing a year-on-year growth of 72.30% [1] - The net profit attributable to shareholders of the listed company was 3.3208 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 2.6114 million yuan [1] - The basic earnings per share were 0.01 yuan [1]

Group 1 - The company held the 15th meeting of the third supervisory board on August 29, 2025, with all three supervisors present, complying with the Company Law and Articles of Association of the People's Republic of China [1][2] - The meeting voted on the proposal regarding the company's 2025 semi-annual report and its summary, which was approved unanimously with 3 votes in favor, 0 against, and 0 abstentions [2] - The full content of the 2025 semi-annual report was disclosed on August 30, 2025, on the Giant Tide Information Network [1]

Core Viewpoint - Dongrui Co., Ltd. reported significant growth in its financial performance for the first half of 2025, indicating a strong recovery and operational improvement [1] Financial Performance - The company achieved operating revenue of 1.095 billion yuan, representing a year-on-year increase of 72.30% [1] - The net profit attributable to shareholders of the listed company was 3.3208 million yuan, marking a turnaround from a loss to profit [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 2.6114 million yuan [1] - Basic earnings per share were reported at 0.01 yuan [1]

东瑞食品集团股份有限公司 2025 年半年度财务报告 东瑞食品集团股份有限公司 2025 年半年度财务报告 股票代码：001201 股票简称：东瑞股份 2025 年 8 月 东瑞食品集团股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：东瑞食品集团股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 545,351,802.69 | 506,816,510.40 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 30,573,651.55 | 427,185.80 | | 衍生金融资产 | | | | 应收票据 | | | | 应收账款 | 7,268,950.69 | 6,214,519.79 | | 应收款项融资 | | | | 预付款项 | 27,811,025.85 | 8,792,792.02 | ...

2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 东瑞食品集团股份有限公司 编制单位：东瑞食品集团股份有限公司 单位：万元 注 2：本报告部分单项数据加总数与总计数可能存在尾数差异，为计算过程中的四舍五入所致。 法定代表人：袁建康 主管会计工作负责人：曾东强 会计机构负责人：曾东强 | 2025 | 年半年度 | 占用方与上市 | 上市公司核 | 2025 | 年期初 | 2025 | 年半年 | 2025 | 年半年 | 2025 | 年半年 | 非经营性资金 | 占用累计发生 | 占用形 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 资金占用方名称 | 公司的关联关 | 算的会计科 | 占用资金余 | 度占用资金的 | 度偿还累计 | 度期末占用 | 占用性质 | 占用 | 金额（不含利 | 成原因 | 系 | 目 | 额 | 利息(如有) | 发生金额 | 资金余额 | | 息） | | | | | | | | | ...

（一）关于公司2025年半年度报告全文及报告摘要的议案。 二、会议采用记名投票的方式进行表决，经与会的监事表决，审议通过了 以下决议： （一）审议关于公司2025年半年度报告全文及报告摘要的议案 证券代码：001201 证券简称：东瑞股份 公告编号：2025-031 东瑞食品集团股份有限公司 第三届监事会第十五次会议决议公告 本公司及监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。 东瑞食品集团股份有限公司（下称"公司"）第三届监事会第十五次会议 于2025年8月29日以现场会议方式在公司会议室召开。参加会议的应出席监事3 名，实际出席监事3名，符合《中华人民共和国公司法》及《公司章程》的规定。 一、会议议案： 东瑞食品集团股份有限公司 监事会 二〇二五年八月三十日 公司《2025年半年度报告》具体内容公司已于2025年8月30日在巨潮资讯网 （www.cninfo.com.cn）披露；《2025年半年度报告摘要》（公告编号：2025-033） 具体内容公司同日在巨潮资讯网（www.cninfo.com.cn）及《中国证券报》《上 海证券报》《证券时报》《证券日报》披露 ...