Yuehai Feeds Group(001313)
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机构最新调研路线图出炉 悍高集团受关注
Di Yi Cai Jing· 2025-09-21 12:25
Group 1 - A total of 627 listed companies were investigated by institutions from September 15 to September 19 [1] - Hanhai Group received the most attention, with 91 institutions participating in the investigation [1] - Jepter, Ganli Pharmaceutical, and Guangri Co., Ltd. were also notable, receiving investigations from 86, 84, and 74 institutions respectively [1] Group 2 - From the industry perspective, institutions are focusing on sectors such as commodity chemicals, automotive parts and equipment, and industrial machinery [1] - Banshan Steel was investigated 4 times, while Changqing Group, Zhiguang Electric, and Lingang Co., Ltd. were investigated 3 times each [1]
调研速递|粤海饲料接受投资者调研 透露销售计划与业绩预期等要点
Xin Lang Cai Jing· 2025-09-19 11:23
Core Viewpoint - Guangdong Yuehai Feed Group Co., Ltd. held an investor meeting to discuss its performance and future strategies, highlighting confidence in sales growth and market expansion initiatives [1][2]. Group 1: Sales and Marketing Strategies - The company has achieved good results from its "Spring Action" and "Summer Victory Action" sales campaigns, with plans for further promotional activities and market expansion [2]. - Key strategies include enhancing customer loyalty through technical exchange meetings and breeding training, developing specialized feed products based on a "three highs and three lows" technical strategy, and targeting emerging and low-penetration aquaculture regions with tailored marketing strategies [2]. - The company aims to achieve a win-win situation for performance and farmer income through initiatives like "Yuehai Wealth Creation" and "Hundred Counties, Thousand Villages, Ten Thousand Households" promotional activities [2]. Group 2: Sales Volume Expectations - In the first half of 2025, the company's aquaculture feed sales reached 330,000 tons, representing an 11.40% year-on-year increase [2]. - The company is confident that its full-year aquaculture feed sales for 2025 will significantly exceed the 2024 level of 787,100 tons, driven by a strong market foundation and seasonal demand [2]. Group 3: Food Processing Segment - The food processing segment has benefited from enhanced e-commerce strategies, including collaborations with influencers for live-streaming sales, and expanding offline business through partnerships with chain restaurants and well-known brands [3]. - The company has optimized its product structure and service quality as part of its growth strategy in this segment [3]. Group 4: Production Capacity - The company has established a production capacity of approximately 2.5 million tons, with an actual capacity of nearly 1.5 million tons and a utilization rate of around 70% [3]. - The Vietnam factory is currently in the installation and debugging phase, with plans to be operational within the year, which will enhance the company's global production capacity and international competitiveness [3]. Group 5: Shareholder Information - As of September 10, 2025, the total number of shareholders for the company was 21,930 [4].
龙虎榜丨机构今日抛售这16股,买入赣锋锂业4.3亿元





Di Yi Cai Jing· 2025-09-19 10:13
Summary of Key Points Core Viewpoint - On September 19, a total of 27 stocks were involved with institutional investors, with 11 stocks showing net buying and 16 stocks showing net selling [1]. Group 1: Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Ganfeng Lithium: Net buying amount of 430.23 million yuan, with a price increase of 10.00% [2]. - Guangdong Hongda: Net buying amount of 325.22 million yuan, with a price increase of 7.76% [2]. - Hanhai Group: Net buying amount of 76.47 million yuan, with a price increase of 10.00% [2]. - Other notable stocks with net buying included Yuma Technology (76.19 million yuan, 20.02% increase) and Tianshan Electronics (45.53 million yuan, 19.98% increase) [2]. Group 2: Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Shanzi Gaoke: Net selling amount of 253.76 million yuan, with a price decrease of 4.91% [3]. - Wavelength Optoelectronics: Net selling amount of 131.39 million yuan, with a price increase of 14.60% [3]. - Chuanrun Co.: Net selling amount of 76.70 million yuan, with a price increase of 1.08% [3]. - Other significant stocks with net selling included Jinyi Film (27.56 million yuan, 9.97% decrease) and Jingxing Paper (29.24 million yuan, 10.06% decrease) [3].
粤海饲料(001313) - 粤海饲料投资者关系活动记录表(2025年9月19日)
2025-09-19 10:06
Group 1: Sales and Market Strategy - The company launched "Spring Action" and "Summer Action" campaigns in H1 2025, positively impacting product sales and customer resource expansion [2][3] - Future sales promotion and market expansion plans will focus on three areas: continuing the "Yuehai Wealth Creation" theme activities, developing high-efficiency and environmentally friendly products, and targeting emerging aquaculture regions [3] - The company expects a significant increase in annual aquaculture feed sales for 2025, projecting a substantial growth compared to the 787,100 tons sold in 2024, with H1 2025 sales reaching 330,000 tons, a year-on-year increase of 11.40% [3][4] Group 2: Food Processing Performance - The food processing segment experienced rapid growth in H1 2025, with sales exceeding 5,000 tons, a 167% increase year-on-year, and sales revenue surpassing 140 million yuan, up 128% [4] - The growth was driven by enhanced e-commerce strategies, including collaborations with influencers for live-streaming sales and expanding offline partnerships with chain restaurants [4] Group 3: Production Capacity and Utilization - The company's total production capacity is approximately 2.5 million tons, with actual capacity around 1.5 million tons, resulting in a capacity utilization rate of 70% [4] - The Vietnam factory is currently in the installation and debugging phase, with plans for completion and production within the year, aimed at optimizing global capacity and enhancing international competitiveness [4] Group 4: Shareholder Information - As of September 10, 2025, the total number of shareholders is 21,930 [4]
9月18日晚间重要公告一览
Xi Niu Cai Jing· 2025-09-18 10:30
Group 1 - Shudao Equipment's subsidiary signed a construction contract worth 24.68 million yuan for a hydrogen fuel cell manufacturing base project [1] - Zhongliang Technology received a land acquisition compensation of 30 million yuan from the government [2] - Palm Holdings won a bid for a high-standard farmland construction project in Lankao County, with a contract value of 433 million yuan, accounting for 14.12% of the company's audited revenue for 2024 [3] Group 2 - Changchun Yidong's subsidiary received a government subsidy of 2.85 million yuan, which is 122.78% of the company's audited net profit for the last fiscal year [4] - Wuzhou Transportation successfully issued 200 million yuan in medium-term notes with an interest rate of 2.10% [5][6] - Tiandi Source's subsidiary plans to apply for a trust loan of up to 500 million yuan from related parties [8] Group 3 - Tiandi Source's subsidiary acquired a residential land use right in Xi'an for 2.015 billion yuan [9] - Opcon Vision received a medical device registration certificate for its ultrasonic nebulizer [11] - Jingjiawei announced the resignation of its vice president due to personal reasons [13] Group 4 - Fulinh Precision's subsidiary received a prepayment of 1.5 billion yuan from CATL for securing lithium iron phosphate material supply [15] - Yunzhu Technology's subsidiary received a government subsidy of 20.12 million yuan [16] - Kehua Bio's ferritin test kit received a medical device registration certificate [17] Group 5 - Jinghua Pharmaceutical's medical sodium alginate wound dressing received a medical device registration certificate [18] - Lingwei Technology established a wholly-owned subsidiary with a registered capital of 1 million yuan [19] - Sanwei Co. won a bid for concrete sleeper procurement projects worth 158 million yuan [20] Group 6 - Shanghai Pharmaceuticals' Nicardipine tablets passed the consistency evaluation for generic drugs [21] - Lushan New Materials increased its idle fund management limit to 750 million yuan [24] - Huayi Technology announced the retirement of a core technical staff member [25] Group 7 - Yingli Environment plans to use up to 300 million yuan of idle raised funds for cash management [30] - Yong'an Forestry plans to develop a national reserve forest project in Putian, Fujian, with an estimated investment of 154 million yuan [32] - Xinyuan Technology's shareholders plan to reduce their holdings by up to 3.18% of the company's shares [60]
粤海饲料(001313) - 2025年半年度权益分派实施公告
2025-09-17 13:45
证券代码:001313 证券简称:粤海饲料 公告编号:2025-083 广东粤海饲料集团股份有限公司 2025 年半年度权益分派实施公告 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。 特别提示: 1、根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等 相关规定,上市公司回购专用账户中的股份,不享有股东大会表决权、利润分配、 公积金转增股本、认购新股和可转换公司债券等权利。广东粤海饲料集团股份有 限公司(以下简称"公司")回购专用证券账户中的 3,120,268 股不参与本次权 益分派,按照"每股分配比例不变"的原则,以公司现有总股本 700,000,000 股 剔除回购专用证券账户股份后的股本 696,879,732 股为基数,向全体股东每 10 股派发现金股利 1.130000 元(含税),共派发现金股利 78,747,409.71 元。 2、鉴于公司回购专用证券账户上的股份不参与 2025 年半年度权益分派,公 司本次实际派发现金股利的总金额=实际参与分配的总股本×每股分配比例,即 78,747,409.71 元=696,879,732 ...
粤海饲料(001313) - 关于参加广东辖区2025年投资者网上集体接待日活动的公告
2025-09-17 08:30
证券代码:001313 证券简称:粤海饲料 公告编号:2025-082 广东粤海饲料集团股份有限公司 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。 为进一步加强与投资者的互动交流,广东粤海饲料集团股份有限公司(以下 简称"公司")将参加由广东证监局、广东上市公司协会联合举办的"向新提质 价值领航——2025 年广东辖区投资者集体接待日暨辖区上市公司中报业绩说明 会",现将相关事项公告如下: 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站 (http://rs.p5w.net)参与本次互动交流,活动时间为 2025 年 9 月 19 日(周五) 15:30-17:00。届时公司高管将在线就 2025 年半年度业绩、公司治理、发展战略、 经营状况、融资计划、股权激励和可持续发展等投资者关心的问题,与投资者进 行沟通与交流,欢迎广大投资者踊跃参与! 特此公告。 广东粤海饲料集团股份有限公司董事会 2025 年 9 月 18 日 关于参加广东辖区 2025 年投资者网上集体接待日活动的公告 ...
广东粤海饲料集团股份有限公司 第四届董事会第六次会议决议公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-09-16 02:14
Core Viewpoint - Guangdong Yuehai Feed Group Co., Ltd. held its sixth meeting of the fourth board of directors on September 15, 2025, where several key resolutions were passed, including the proposal to engage in accounts receivable factoring and to provide guarantees for a joint venture [5][7][32]. Group 1: Board Meeting Details - The meeting was notified via email on September 12, 2025, and was held at the company's conference room with all seven directors present [2][3]. - The meeting was chaired by Chairman Zheng Shixuan, with all resolutions deemed legal and effective [4][3]. Group 2: Resolutions Passed - The board approved the proposal to conduct accounts receivable factoring with a total amount not exceeding 100 million RMB, aimed at optimizing cash flow and reducing accounts receivable [5][23][29]. - The board also approved a proposal for the wholly-owned subsidiary to provide a guarantee for the joint venture Hunan Xuanjiu Jiantianxia Ecological Agriculture Co., Ltd., with a guarantee amount of 12.44 million RMB [7][32]. Group 3: Upcoming Shareholder Meeting - A temporary shareholder meeting is scheduled for October 9, 2025, to review the resolutions passed by the board [12][39]. - The meeting will be held at the company's headquarters, and both onsite and online voting options will be available for shareholders [41][42].
粤海饲料(001313) - 2025年第二次临时股东大会决议公告
2025-09-15 11:45
证券代码:001313 证券简称:粤海饲料 公告编号:2025-081 广东粤海饲料集团股份有限公司 2025 年第二次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 特别提示: 1、本次股东大会无否决议案的情形。 2、本次股东大会不涉及变更前次股东大会决议的情形。 一、会议召开和出席情况 (一)会议召开情况 1、会议召开时间: (1)现场会议时间:2025 年 9 月 15 日 14:30。 (2)网络投票时间:2025 年 9 月 15 日(周一)。其中,通过深圳证券交 易所交易系统进行网络投票的时间为:2025 年 9 月 15 日的交易时间 9:15--9:25, 9:30--11:30 和 13:00--15:00;通过深圳证券交易所互联网投票系统投票的时间为: 2025 年 9 月 15 日 9:15--15:00。 2、会议召开地点:广东省湛江市霞山区机场路 22 号公司 2 楼会议室。 3、会议召开方式:现场投票与网络投票相结合的方式。 (1)会议召集人:公司董事会。 (2)会议主持人:公司董事长郑石轩先生。 5、会议召集 ...