证券日报网讯 1月7日，悍高集团发布公告称，公司第二届董事会第十五次会议审议通过《关于提名公 司第二届董事会独立董事候选人的议案》《关于提请召开2026年第一次临时股东会的议案》。 （文章来源：证券日报） ...

每经头条（nbdtoutiao）——原指导价34.99万的宝马裸车价22.5万元，多家车企还补贴购置税！2026开 年车市火爆，销售从早到晚忙到没空吃饭 （记者 王晓波） 每经AI快讯，粤海饲料1月6日晚间发布公告称，公司近日接到控股股东湛江市对虾饲料有限公司（以 下简称"对虾公司"）通知，获悉其所持有公司部分股份办理了质押的手续，本次质押1095万股。截至本 公告日，对虾公司累计质押股数为8961万股，合计占其所持股份比例为33.86%。 ...

证券代码：001313 证券简称：粤海饲料 公告编号：2026-001 广东粤海饲料集团股份有限公司 注：本次质押股份不存在涉及负担重大资产重组等业绩补偿义务的情形。 （二）股东股份累计质押基本情况 截至本公告披露日，上述股东及其一致行动人所持质押股份情况如下： | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 持股数量（股） | 持股比 例 | 本次质押后 质押股份数 | 合计占其 所持股份 | 合计占公 司总股本 | 已质押股份 | 占已质 | 未质押股份限 | 占未质 | | | | | 量（股） | 比例 | 比例 | 限售和冻结、 标记数量 | 押股份 比例 | 售和冻结数量 （股） | 押股份 比例 | | | | | | | | （股） | | | | | 对虾公司 | 264,612,000 | 37.80% | 89,610,000 | 33.86% | 12.80% | 89,610,000 | 100% | 175,002 ...

Core Viewpoint - The domestic feed industry is entering a phase of stock competition, with ample capacity becoming the norm. In this context, leading companies are accelerating their overseas expansion, which not only shows a clear growth trajectory but also significantly contributes to their profits [3][4]. Group 1: Industry Overview - The domestic feed market is characterized by surplus capacity and insufficient operating rates, leading companies to focus on improving cost-effectiveness and service to capture market share [5]. - The overseas market is viewed as a "growth blue ocean" for leading companies, with significant results already being observed [5][9]. Group 2: Company Strategies and Performance - New Hope (000876.SZ) reported overseas sales of 4.72 million tons in the first three quarters, a year-on-year increase of 21%, with overseas sales contributing 60-70% of total profits despite only accounting for about 30% of total sales [5][9]. - Haida Group (002311.SZ) experienced a remarkable growth rate in its overseas business, with a 40% year-on-year increase in overseas feed sales in the first half of the year, continuing this growth into the third quarter [5][6]. Group 3: Future Plans and Projections - New Hope plans to increase its overseas feed production capacity by approximately 3.5 million tons over the next two to three years, aiming for a total overseas capacity of 10 million tons by 2028 to support a sales target of 9 million tons [6][9]. - Yuehai Feed (001313.SZ) is also expanding its overseas market, with a recent project in Vietnam generating over 80,000 tons in orders during its launch event [6][9]. - Haida Group is planning to spin off its subsidiary Haida Holdings for a public listing in Hong Kong, which is expected to help achieve its goal of 7.2 million tons in overseas feed sales by 2030 [7][9]. Group 4: Market Potential - The overseas market is seen as a blank slate for domestic feed companies, particularly in regions like Southeast Asia and Africa, where there is a strong demand for high-quality feed products to improve farming efficiency [9]. - The profit margins in overseas markets are expected to be higher than in domestic markets, with some companies reporting that overseas sales account for a significant portion of their profits [9].

Group 1 - The report emphasizes three main investment themes in the building materials industry: the stock chain, the Africa chain, and the AI chain. The stock chain focuses on optimizing demand and clearing supply varieties, with a significant shift in consumer demand expected as renovation needs rise to nearly 70% by 2030 [4][7][26] - The Africa chain highlights the undervalued potential of leading companies in the African market, benefiting from population growth and urbanization, with a projected threefold market expansion for cement [9][10] - The AI chain anticipates an upgrade in the special electronic cloth industry, driven by the transition from Low-Dk to higher-grade products, indicating substantial domestic replacement opportunities due to supply shortages [10][10] Group 2 - The stock chain indicates that the renovation demand is currently around 50% and is expected to reach nearly 70% by 2030, which will drive the industry back to historical demand levels [7][26][28] - The report notes that the supply of consumer building materials is expected to exit significantly, with production levels for various materials projected to be at 90% to 62% of their peak by 2024 [7][37] - The report identifies companies like Huaxin Cement and West Cement as key players in the African market, which is expected to see high demand due to ongoing urbanization and infrastructure development [9][10] Group 3 - The report suggests that the renovation market could reach 20 billion square meters annually, driven by a shorter renovation cycle and an increase in the aging housing stock [28][31] - The report highlights that leading companies in the consumer building materials sector are expected to show revenue and profit resilience, with some companies already demonstrating growth despite industry downturns [8][41] - The report indicates that the waterproof and coating sectors are under significant pressure, with the waterproof materials market expected to see a notable decline in production by 2024 [45][58]

证券之星消息，12月24日饲料板块较上一交易日下跌1.42%，粤海饲料领跌。当日上证指数报收于 3940.95，上涨0.53%。深证成指报收于13486.42，上涨0.88%。饲料板块个股涨跌见下表： 从资金流向上来看，当日饲料板块主力资金净流出9688.29万元，游资资金净流入7717.64万元，散户资金 净流入1970.65万元。饲料板块个股资金流向见下表： | 代码 | 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002548 | 金新农 | | 744.27万 | 2.08% | 843.07万 | 2.36% | -1587.35万 | -4.43% | | 002567 | 唐人神 | | 322.06万 | 5.51% | -433.70万 | -7.42% | 111.64万 | 1.91% | | 002385 | 大北农 | | 242.08万 | 1.55% | -1015.54万 | ...

控股股东、实控人及其一致行动人与核心高管同步抛出减持计划 2025年12月22日，粤海饲料披露减持预披露公告，控股股东、实控人及其一致行动人与核心高管同步抛 出减持计划，在发布公告后的两个交易日，公司股价连续大跌。而在控股股东抛出减持计划的同时，粤 海饲料刚刚实现扭亏为盈。 尽管2025年前三季度公司业绩出现回暖迹象，实现营业总收入49.97亿元，同比增长12.18%，归母净利 润2619.8万元、扣非归母净利润1662.54万元均实现同比扭亏。 据管理层介绍，2025年销售增长主要来自三大举措：一是开展"粤海创富行"营销主题活动，整合资源为 养殖户提供更全面的服务支持，同时开拓潜在区域，开发优质潜在客户，通过技术交流会、养殖培训、 产品品质等吸引新客户，巩固老客户合作、提升忠诚度；二是以"三高三低"技术战略和"四重保障"质量 体系为核心，研发高效、环保、抗病特性的特种水产饲料产品，并通过实际养殖案例推广、标杆示范户 建设让养殖户直观感受产品品质，获益产品优势，为养殖户创造价值的同时进一步提升市场占有率。三 是在巩固现有市场份额的基础上，重点发力新兴养殖区域及低渗透率区域，结合当地养殖特点制定营销 策略。 不 ...

证券之星消息，12月23日饲料板块较上一交易日下跌0.75%，粤海饲料领跌。当日上证指数报收于 3919.98，上涨0.07%。深证成指报收于13368.99，上涨0.27%。饲料板块个股涨跌见下表： 从资金流向上来看，当日饲料板块主力资金净流出1.83亿元，游资资金净流入5815.72万元，散户资金净 流入1.25亿元。饲料板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

粤海饲料上市后，连续三年业绩下滑。今年1月份粤海饲料完成回购计划，但还是未能挽救股价颓势，截至目前，公司 股价年内跌幅仍超过10%。而近期，粤海饲料控股股东和高管同时发布减持计划。在发布减持预披露公告后的首个交易 日，粤海饲料股价大跌6.64%。若上述股东以当前收盘价实现最大减持数量，那么合计套现金额将超过1.6亿元。 | 减持股东 | 减持方式及拟减持股份数 | | 合计拟减持股 | 占公司总 | 占剔除公司回购专用 | | --- | --- | --- | --- | --- | --- | | 名称 | 量(股) | | 份数量(股) | 股本比例 | 账户股份后股本比例 | | 合计 | 大宗交易 | 13, 937, 594 | 20, 906, 294 | 2. 99% | 3.00% | | | 集中竞价 | 6, 968, 700 | | | | （图片来源：截图自粤海饲料公告） 在发布股东减持股份预披露公告的同时，粤海饲料还发布了关于部分高级管理人员减持股份的预披露公告。该公告显 示，公司副总经理、财务总监林冬梅和公司副总经理韩树林，计划自2026年1月15日至2026年4月14日，以集中 ...

截至公告披露日，对虾公司持有公司股份264,612,000股，占公司总股本比例37.80%；承泽投资持有公 司股份52,392,000股，占公司总股本比例7.48%；郑石轩持有公司股份1,063,999股，占公司总股本比例 0.15%。对虾公司、承泽投资所持公司股份系公司首次公开发行股票并上市前取得的股份，郑石轩所持 公司股份系其在二级市场增持的公司股份。香港煌达实业有限公司(以下简称"香港煌达")持有公司股份 164,106,000股(占公司总股本23.44%)，与上述股东为一致行动人。对虾公司、香港煌达、承泽投资及郑 石轩合计持有公司股份482,173,999股，占公司总股本68.88%。 林冬梅持有公司股票32,500股，占目前公司总股本的0.0046%；韩树林持有公司股票32,500股，占目前 公司总股本的0.0046%。上述股份为公司2023年员工持股计划授予股份。 粤海饲料发行费用总额为5792.05万元，其中保荐与承销费用3650.00万元。 公司副总经理、财务总监林冬梅计划自公告披露之日起15个交易日后的三个月内(2026年1月15日至2026 年4月14日)，以集中竞价交易方式减持公司股份累 ...