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正邦科技(002157.SZ):2025年中报净利润为2.02亿元,同比扭亏为盈
Xin Lang Cai Jing· 2025-09-01 10:44
Core Insights - Zhengbang Technology (002157.SZ) reported a significant increase in revenue and net profit for the first half of 2025, with total revenue reaching 6.838 billion yuan, a year-on-year increase of 112.17% [1] - The company achieved a net profit attributable to shareholders of 202 million yuan, marking three consecutive years of growth [1] - The operating cash flow also improved, with a net inflow of 19.82 million yuan, an increase of 561 million yuan compared to the same period last year [1] Financial Performance - The latest asset-liability ratio stands at 45.69%, ranking 8th among disclosed peers, a decrease of 4.98 percentage points from the previous year [3] - The gross profit margin is reported at 14.78%, ranking 9th among peers, with an increase of 4.39 percentage points year-on-year [3] - Return on equity (ROE) improved to 1.70%, an increase of 2.88 percentage points compared to the same period last year [3] - The diluted earnings per share rose to 0.02 yuan, an increase of 0.04 yuan year-on-year, achieving three consecutive years of growth [3] - Total asset turnover increased to 0.35 times, a rise of 95.16% year-on-year [3] - Inventory turnover improved to 2.68 times, ranking 6th among peers, with a year-on-year increase of 39.44% [3] Shareholder Structure - The number of shareholders is reported at 158,400, with the top ten shareholders holding 3.782 billion shares, accounting for 40.89% of the total share capital [3] - The largest shareholder is Jiangxi Shuangbantian Agricultural Co., Ltd., holding 15.13% of the shares [3] - Other notable shareholders include Nanchang Xinzhenbang Enterprise Management Center and Wuhu Qianli Xinduo Investment Partnership, holding 5.95% and 3.35% respectively [3]
正邦科技(002157):生猪销量目标完成过半,饲料与兽药收入大幅增加
GOLDEN SUN SECURITIES· 2025-09-01 08:52
正邦科技(002157.SZ) 生猪销量目标完成过半,饲料与兽药收入大幅增加 公司公告 2025 年半年度报告。2025 年上半年公司实现收入 68.38 亿元, 同比增长 112.17%;归母净利润 2.02 亿元,同比增长 258.18%;扣非归 母净利润 0.6 亿元,同比增长 122.14%。2025 年第二季度公司实现收入 38.36 亿元,同比增长 115.36%;归母净利润 0.31 亿元,同比增长 139.46%;扣非归母净利润 0.33 亿元,同比减少 29.26%。 生猪销量大幅提升,年度目标完成过半。上半年公司生猪养殖业务贡献显 著,实现收入 40.77 亿元,同比增长 134.59%。上半年公司销售生猪 357.66 万头,同比增长 125.05%,其中仔猪 200.6 万头,同比增长 128.2%;商 品猪 157.06 万头,同比增长 121.16%。公司 2025 年生猪销量预计超过 700 万头,上半年已完成过半。随着公司与双胞胎集团协同效应进一步发 挥,看好公司中长期生猪业务盈利势能恢复。 双胞胎持续赋能,饲料与兽药收入同比大幅增长。上半年公司饲料实现收 入 26.63 亿元 ...
养殖业板块9月1日跌0.42%,正邦科技领跌,主力资金净流出4.58亿元
证券之星消息,9月1日养殖业板块较上一交易日下跌0.42%,正邦科技领跌。当日上证指数报收于 3875.53,上涨0.46%。深证成指报收于12828.95,上涨1.05%。养殖业板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300967 | 晓鸣股份 | 24.71 | 1.27% | 20.25万 | | 5.03亿 | | 000048 | 京基督农 | 16.33 | 1.24% | 18.89万 | | 3.11亿 | | 605296 | 神农集团 | 32.48 | 1.18% | 3.77万 | | 1.22亿 | | 301116 | 益客食品 | 11.41 | 0.97% | - 4.00万 | | 4561.15万 | | 603717 | 天域生物 | 8.34 | 0.97% | 12.75万 | | 1.07亿 | | 002321 | 华英农业 | 2.68 | 0.75% | 37.34万 | | 1.01亿 | | 00 ...
成本下降驱动盈利改善,重点关注周期变化
SINOLINK SECURITIES· 2025-09-01 07:18
Investment Rating - The report indicates a positive outlook for the agriculture, forestry, animal husbandry, and fishery sectors, with a focus on improving profitability driven by declining feed costs and increased production scale [1][11]. Core Insights - The overall agricultural sector has seen a revenue increase of 6.12% year-on-year in H1 2025, reaching 614.8 billion yuan, with a significant profit increase of 198% to 27 billion yuan, primarily due to the recovery of the pig farming sector [1][11]. - The pig farming sector is experiencing a seasonal price decline, yet remains profitable due to reduced feed costs and increased production efficiency [2][28]. - The poultry farming sector has shown mixed performance, with revenue slightly declining by 0.29% in H1 2025, but net profit improved by 6.43% due to lower costs [3][21]. - The seed sector reported a revenue increase of 5.05% in H1 2025, although net profit turned negative, indicating challenges in seed sales due to falling grain prices [4][21]. Summary by Sections Industry Overview - Feed prices have been on a downward trend, improving overall farming costs. Pig prices have remained stable year-on-year, while poultry prices have been low but profitable across the supply chain. The agricultural product supply-demand balance is easing, with major product prices at low levels [1][11]. - In H1 2025, the sector achieved revenues of 614.8 billion yuan and net profits of 27 billion yuan, with significant contributions from the pig farming sector [1][11]. Pig Farming - In 2024, pig supply is expected to decrease, with prices showing seasonal trends. Despite a decline in prices post-October, the sector remains profitable. In Q1 2025, the average price was 15.01 yuan/kg, up 3.90% year-on-year, while Q2 saw a price drop to 14.56 yuan/kg, down 10.94% year-on-year [2][28]. - The pig farming sector generated revenues of 248.6 billion yuan in H1 2025, a 15.67% increase, with net profits soaring by 1551% to 17.1 billion yuan [2][28]. Poultry Farming - The poultry sector's revenue in H1 2025 was 33.7 billion yuan, a slight decline of 0.29%, but net profit increased by 6.43% to 1 billion yuan due to lower costs [3][21]. - The white feather chicken segment remains stable despite low prices, while the yellow feather chicken segment is recovering from previous losses [3][21]. Seed Sector - The seed sector reported revenues of 8.87 billion yuan in H1 2025, a 5.05% increase, but net profit turned negative, indicating challenges in the market [4][21].
江西正邦科技:规范对外担保,严控风险
Jin Rong Jie· 2025-08-30 23:25
Core Viewpoint - Jiangxi Zhengbang Technology Co., Ltd. has established a new external guarantee management system to regulate its external guarantee behavior, mitigate financial risks, and ensure asset safety [1][2]. Group 1: External Guarantee Management System - The new system applies to the company and its subsidiaries, covering various forms of external guarantees such as guarantees, asset pledges, and collateral [1]. - External guarantees must adhere to principles of legality, prudence, mutual benefit, and safety, with strict control over guarantee risks [1]. Group 2: Approval Process - All external guarantees require approval from the company's shareholders' meeting or board of directors, with a majority of directors present and two-thirds of those present agreeing [1]. - Guarantees exceeding 10% of the latest audited net assets or total guarantees exceeding 50% of the latest audited net assets must be submitted to the shareholders' meeting after board approval [1]. - If the cumulative guarantee amount exceeds 30% of the latest audited total assets within the last twelve months, it requires two-thirds approval from the shareholders present at the meeting [1]. Group 3: Guarantee Procedures and Risk Management - For guarantees provided to subsidiaries, joint ventures, or associates, if numerous guarantees are expected annually, a total limit for the upcoming twelve months can be estimated and submitted for shareholder approval [2]. - The company must ensure that guarantee recipients have good credit and operational performance, with the finance department conducting strict evaluations [2]. - The system includes provisions for counter-guarantees, information disclosure, risk management, and accountability for any irregular guarantees [2].
正邦科技(002157.SZ):上半年净利润2.02亿元
Ge Long Hui A P P· 2025-08-30 16:38
格隆汇8月29日丨正邦科技(002157.SZ)公布2025年半年度报告,上半年公司实现营业收入68.38亿元,同 比增长112.17%归属于上市公司股东的净利润2.02亿元,同比扭亏为盈;归属于上市公司股东的扣除非 经常性损益的净利润5981.08万元;基本每股收益0.0218元。 ...
正邦科技:2025年半年度净利润约2.02亿元
Mei Ri Jing Ji Xin Wen· 2025-08-29 17:32
每经头条(nbdtoutiao)——近120个品牌、1600辆车逐鹿西南!下半年国内首个A级车展开幕:新能 源"第三极"将改写车市格局 (记者 胡玲) 每经AI快讯,正邦科技(SZ 002157,收盘价:3.06元)8月30日发布半年度业绩报告称,2025年上半年 营业收入约68.38亿元,同比增加112.17%;归属于上市公司股东的净利润约2.02亿元;基本每股收益 0.0218元。2024年同期营业收入约32.23亿元;归属于上市公司股东的净利润亏损约1.27亿元;基本每股 收益亏损0.0138元。 ...
正邦科技:计提存货跌价准备和计提应收款项坏账准备合计影响公司利润总额约1.97亿元
Mei Ri Jing Ji Xin Wen· 2025-08-29 17:32
Group 1 - The company Zhengbang Technology (SZ 002157) announced on August 30 that it has made a provision for inventory impairment of approximately 115 million yuan, which will impact the company's total profit for the first half of 2025 by about 115 million yuan [1] - The company also made a provision for bad debts of accounts receivable amounting to 81.91 million yuan, affecting the total profit for the first half of 2025 by 81.91 million yuan, leading to a total profit impact of approximately 197 million yuan [1] - For the first half of 2025, the revenue composition of Zhengbang Technology is as follows: breeding accounts for 59.63%, feed accounts for 38.94%, veterinary medicine accounts for 0.92%, and other businesses account for 0.51% [1]
正邦科技(002157.SZ)发布上半年业绩,扭亏为盈至2.02亿元
智通财经网· 2025-08-29 13:34
正邦科技(002157.SZ)发布2025年半年度报告,报告期内,公司实现营业收入68.38亿元,同比增长 112.17%。实现归属于上市公司股东的净利润2.02亿元。实现归属于上市公司股东的扣除非经常性损益 的净利润5981.08万元。基本每股收益0.0218元。 ...
正邦科技(002157) - 关于计提资产减值准备的公告
2025-08-29 11:11
证券代码:002157 证券简称:正邦科技 公告编号:2025—052 江西正邦科技股份有限公司 关于计提资产减值准备的公告 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。 单位:万元 | 项目名称 | 2025 | 年半年度计提减值准备金额 | | --- | --- | --- | | 1、信用减值损失 | | 8,190.56 | | 其中:应收账款坏账损失 | | 401.35 | | 其他应收款坏账损失 | 7,789.21 | | --- | --- | | 2、资产减值损失 | 11,523.54 | | 其中:存货跌价准备 | 11,523.54 | 三、本次计提资产减值准备的确认标准及计提方法 (一)应收账款坏账准备确认标准及计提方法 根据《企业会计准则》《深圳证券交易所股票上市规则》相关规定,为了 更加真实、准确地反映江西正邦科技股份有限公司(以下简称"公司")截至 2025 年 6 月 30 日的财务状况和资产价值,基于谨慎性原则,公司对可能发生减 值损失的资产计提相应减值准备。本次计提资产减值准备事项是按照《企业会计 准则》及公司会计政 ...