新华财经北京8月6日电根据申万一级行业分类，截至2025年8月4日，共有54家农林牧渔行业A股上市公司披露2025年中报业绩预告。 其中，业绩预喜（包括预增、略增、扭亏）的农林牧渔企业合计30家，业绩偏负面（首亏、续亏、预减）的企业合计24家。 图1：农林牧渔行业2025年中报业绩预告类型统计 30家业绩预喜牧原股份、海大集团利润下限超20亿元 公开资料显示，30家业绩预喜的农林牧渔企业中，牧原股份预告净利润下限超过102亿元，海大集团超过25亿元。此外，圣农发展、新希望的企业预告净利 润下限超过5亿元。 牧原股份预计2025年上半年实现归母净利润为105亿元到110亿元，同比增加924.6%到973.39%；扣非后归母净利润为106亿元到111亿元，同比增加882.95% 到929.31%。公司表示，本次经营业绩大幅提升，主要原因为报告期内公司生猪出栏量较去年同期上升导致收入上升，且生猪养殖成本较去年同期下降。 海大集团披露公告称，2025年上半年公司预计实现归母净利润25亿元到28亿元，同比增长17.64%至31.76%；扣非后归母净利润为25.1亿元到28.1亿元。 | 证券代码 | 证券简称 | 预告 ...

证券之星消息，8月5日养殖业板块较上一交易日上涨0.8%，圣农发展领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002299 | 圣农发展 | 16.72 | 2.70% | 21.67万 | | 3.61亿 | | 002234 | 民和股份 | 8.98 | 2.28% | 9.40万 | | 8429.07万 | | 300967 | 晓鸣股份 | 20.28 | 2.27% | 10.80万 | | 2.18亿 | | 002321 | 华英农业 | 2.60 | 1.96% | 38.94万 | | 1.01亿 | | 002458 | 益生股份 | 9.01 | 1.81% | 15.42万 | | 1.39亿 | | 002746 | 仙坛股份 | 6.30 | 1.29% | 15.54万 | | 9776.42万 | | 0029 ...

Core Viewpoint - The company, Minhe Holdings (002234.SZ), primarily engages in the production of commodity broiler chicks and chicken products, explicitly stating that it does not involve in the antibiotic business [1] Group 1 - The main products of the company include commodity broiler chicks and chicken products [1] - The company clarifies its business operations do not include any antibiotic-related activities [1]

Market Overview - The aquaculture sector increased by 0.1% on July 30, with Yisheng Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] Stock Performance - Yisheng Co., Ltd. (002458) closed at 9.01, up 2.04% with a trading volume of 232,600 shares and a turnover of 209 million yuan [1] - Minhe Livestock (002234) closed at 8.84, up 1.73% with a trading volume of 79,600 shares [1] - Lihua Co., Ltd. (300761) closed at 19.54, up 1.24% with a trading volume of 113,500 shares [1] - Other notable stocks include Yike Food (301116) at 11.49 (+0.97%) and Fucheng Co., Ltd. (600965) at 5.26 (+0.77%) [1] Capital Flow - The aquaculture sector experienced a net outflow of 395 million yuan from institutional investors, while retail investors saw a net inflow of 323 million yuan [2] - Speculative funds had a net inflow of 71.99 million yuan [2] Individual Stock Capital Flow - Zhengbang Technology (002157) had a net inflow of 12.77 million yuan from institutional investors, while it faced a net outflow of 16.21 million yuan from speculative funds [3] - Shennong Group (605296) saw a net inflow of 8.35 million yuan from institutional investors but a net outflow of 8.33 million yuan from retail investors [3] - Other stocks like Minhe Livestock (002234) and Yisheng Co., Ltd. (002458) experienced net outflows from institutional and speculative funds [3]

养殖业板块异动拉升，中水渔业（000798）涨停，国联水产（300094）、开创国际（600097）、大湖股 份（600257）、益生股份（002458）、民和股份（002234）跟涨。 ...

Core Viewpoint - The auction of 22,617,336 shares of ST Huaton, held by Shao Heng, is set to begin with a starting price of approximately 249 million yuan, equivalent to 11.02 yuan per share, with the auction scheduled to end on July 30 [1] Group 1 - The auction starts at 10 AM today, with three participants registered for the bidding [1] - The starting price for the auction is about 249 million yuan, which translates to 11.02 yuan per share [1] - As of now, no bids have been placed in the auction [1] Group 2 - Shao Heng is not currently a director or senior management of ST Huaton and holds less than 5% of the shares [1]

Investment Rating - The industry investment rating is "Recommended" with an expectation that the industry index will exceed the benchmark index by more than 5% in the next 3-6 months [3][52]. Core Viewpoints - The report indicates that the prices of broilers and chicks have remained stable, with profits in the breeding sector showing some recovery. However, there are significant losses in the broiler farming and hatching sectors [1][43]. - The report emphasizes the importance of monitoring the recovery of poultry consumption in the context of economic recovery, as well as the impact of external factors such as avian influenza on supply chains [46]. Summary by Sections Industry Basic Data - The industry consists of 101 listed companies with a total market value of 1,395.44 billion and a circulating market value of 1,070.09 billion [3]. Price Trends - In June, the average price of broilers was 7.18 yuan/kg, down 0.07% year-on-year and down 3% month-on-month. The average price of chicken products was 8,687.5 yuan/ton, down 6% year-on-year and down 2% month-on-month [11][8]. - The average price of chicks in June was 2.29 yuan/chick, a decrease of 21% month-on-month and 4% year-on-year [8][11]. Production Capacity - As of June 2025, the average stock of parent stock was 23.17 million sets, an increase of 8.5% year-on-year but a decrease of 2.8% month-on-month. The average stock of backup parent stock was 15.57 million sets, down 1.9% year-on-year and up 3.8% month-on-month [34][27]. Sales Performance - In June, the sales revenue of Yisheng Co. for parent and commercial chicks was 1.29 billion, down 13.58% year-on-year and down 25.54% month-on-month. The sales volume was 0.61 billion, up 17.68% year-on-year but down 7.26% month-on-month [14]. - The sales revenue of Shengnong Development for chicken was 11.64 billion, up 4.30% year-on-year and up 1.04% month-on-month, with a sales volume of 12.32 million, up 3.18% year-on-year [14]. Investment Recommendations - The report suggests focusing on companies such as Shengnong Development, Yisheng Co., and Hefeng Co. due to their potential for profit improvement and valuation recovery in the context of expected consumption recovery [46].

Core Viewpoint - The AI Fund Bosera Contrarian Investment Mixed A (004434) reported a profit of 1.3663 million yuan for Q2 2025, with a weighted average profit per fund share of 0.0385 yuan, and a net value growth rate of 2.74% during the reporting period [2] Fund Performance - As of July 18, the fund's unit net value was 1.546 yuan, with a fund size of 51.5762 million yuan as of the end of Q2 2025 [2][13] - The fund's one-year compounded net value growth rate reached 11.02%, the highest among its peers, while the lowest was 7.1% for Bosera Advanced Manufacturing Mixed A [2] - Over the past three months, the fund's compounded net value growth rate was 14.96%, ranking 175 out of 615 comparable funds; over six months, it was 8.67%, ranking 370 out of 615; and over three years, it was -11.48%, ranking 140 out of 324 [2] Risk Metrics - The fund's Sharpe ratio over the past three years was -0.0683, ranking 190 out of 319 comparable funds [7] - The maximum drawdown over the past three years was 35.33%, with a single-quarter maximum drawdown of 22.5% occurring in Q1 2021, ranking 217 out of 322 [9] Investment Strategy - The fund manager indicated a focus on emerging industries, high-quality alpha stocks, and undervalued dividend stocks to enhance the probability of success and optimize the portfolio for better returns [2] Portfolio Composition - As of the end of Q2 2025, the fund's top ten holdings included Ningde Times, Nuwell, ST Huaton, Xiaoshangpin City, Xinyi Sheng, Zhongji Xuchuang, Hudian Co., Zongshen Power, Ninebot, and Zijin Mining [16] - The average stock position over the past three years was 74.1%, compared to the industry average of 83.27%, with a peak of 85.53% at the end of 2021 and a low of 60.86% in mid-2021 [12]

Group 1 - The Hangzhou Minyuehe Food Technology Co., Ltd. was fined 50,000 yuan for producing food that does not meet safety standards [1][4] - The violation occurred on May 7, 2025, when the company was found to produce food containing pathogenic microorganisms, pesticide residues, veterinary drug residues, heavy metals, and other harmful substances exceeding safety limits [3][4] - The company is required to pay the fine within 15 days of receiving the administrative penalty decision [4] Group 2 - Hangzhou Minyuehe Food Technology Co., Ltd. was established on April 12, 2021, with a registered capital of 10 million yuan [5] - The major shareholder is Penglai Minhe Food Co., Ltd., which holds a 90% stake and is a wholly-owned subsidiary of the listed company Minhe Shares [5] - Minhe Shares was the first company in the domestic white feather broiler industry to be listed on the Shenzhen Stock Exchange in May 2008 [5]

[Performance Forecast](index=1&type=section&id=Shandong%20Minhe%20Animal%20Husbandry%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) The company expects a net loss for the first half of 2025, with the loss expanding compared to the same period last year [Current Period Performance Estimate](index=1&type=section&id=I.%20Current%20Period%20Performance%20Estimate) The company projects a net loss of 200 million to 230 million yuan for the first half of 2025, with basic earnings per share a loss of 0.57 to 0.66 yuan | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Same Period Last Year | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of the Listed Company** | Loss: 200 million - 230 million yuan | Loss: 185.6949 million yuan | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Loss: 207 million - 237 million yuan | Loss: 190.9984 million yuan | | **Basic Earnings Per Share** | Loss: 0.57 - 0.66 yuan/share | Loss: 0.53 yuan/share | [Explanation of Performance Change](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Change) The expanded loss is primarily due to the weak white-feathered broiler market and asset impairment provisions for inventories - During the reporting period, the overall weak performance of the white-feathered broiler market and low industry prosperity led to depressed selling prices for the company's main products, commercial broiler chicks and chicken meat, which is the primary reason for the increased loss[5](index=5&type=chunk) - At the end of the period, the company recognized asset impairment for parent breeder chickens, hatching eggs, and other related assets showing signs of impairment, further impacting current period profit[5](index=5&type=chunk) [Other Notes and Risk Warnings](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) This performance forecast is based on preliminary estimates and has not been audited, with final data subject to the semi-annual report - The financial data related to this performance forecast has not been audited by an accounting firm[4](index=4&type=chunk) - This performance forecast represents preliminary estimates by the company's finance department; specific financial data will be subject to the company's 2025 semi-annual report, and investors are reminded to be aware of investment risks[6](index=6&type=chunk)