金融界消息 截至2025年7月30日收盘，海大集团（002311）报收于56.9元，上涨3.76%，换手率1.1%， 成交量18.32万手，成交金额10.38亿元。 天眼查商业履历信息显示，广东海大集团股份有限公司，成立于2004年，位于广州市，是一家以从事研 究和试验发展为主的企业。企业注册资本166374.997万人民币，实缴资本166374.997万人民币。公司法 定代表人为薛华。 资金流向方面，今日主力资金净流出3922.38万元，占比成交额3.78%。其中，超大单净流出290.41万 元、占成交额0.28%，大单净流出3631.97万元、占成交额3.5%，中单净流出流出5921.69万元、占成交 额5.7%，小单净流入9844.07万元、占成交额9.48%。 通过天眼查大数据分析，广东海大集团股份有限公司共对外投资了237家企业，参与招投标项目110次， 知识产权方面有商标信息750条，专利信息113条，此外企业还拥有行政许可19个。 海大集团最新一期业绩显示，截至2025中报，公司营业总收入588.31亿元、同比增长12.50%，归属净利 润26.39亿元，同比增长24.16%，扣非净利润26.5 ...

Investment Rating - The report maintains a "Buy-A" rating for the company, indicating a positive outlook for the stock performance in the next 6-12 months [3][7]. Core Insights - The company's feed business fundamentals have significantly improved, with a notable increase in sales volume and market share [4][5]. - In the first half of 2025, the company achieved a revenue of 588.31 billion yuan, representing a year-on-year growth of 12.50%, and a net profit of 26.39 billion yuan, up 24.16% year-on-year [4]. - The company has successfully expanded its overseas feed business, with a 40% year-on-year increase in external sales [6]. Financial Performance - The company reported an EPS of 1.59 yuan for the first half of 2025, with a weighted average ROE of 10.70%, an increase of 0.14 percentage points year-on-year [4]. - The total feed sales volume reached approximately 14.7 million tons in the first half of 2025, a 25% increase year-on-year, contributing to a sales revenue of 471.39 billion yuan from feed products, up 14.02% [4][5]. - The company expects net profits for 2025-2027 to be 53.37 billion yuan, 62.40 billion yuan, and 70.89 billion yuan respectively, with corresponding EPS of 3.21 yuan, 3.75 yuan, and 4.26 yuan [7][8]. Market Dynamics - The overall industrial feed production in China reached 15.85 million tons in the first half of 2025, growing by 7.7% year-on-year, indicating a robust market environment [4]. - The company has seen substantial growth in its poultry, pig, and aquaculture feed segments, with pig feed sales increasing by 43% year-on-year [5][6]. Valuation Metrics - The current stock price corresponds to a PE ratio of 17 times for 2025, suggesting a favorable valuation compared to historical performance [7][8]. - The projected revenue for 2025 is 130.804 billion yuan, with a net profit margin expected to improve to 4.1% [8][10].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688156 | 路德环境 | 19.90 | -0.60% | 2.99万 | 5997.77万 | | 000702 | 正虹科技 | 7.74 | -0.26% | 9.86万 | 7639.84万 | | 603363 | 傲农生物 | 3.84 | 0.00% | 19.13万 | 7337.09万 | | 002567 | 唐人神 | 4.91 | 0.00% | 34.29万 | 1.69 Z | | 300673 | 佩蒂股份 | 15.75 | 0.06% | 4.10万 | 6458.42万 | | 832419 | 路斯股份 | 21.60 | 0.19% | 1.58万 | 3414.24万 | | 002385 | 大北农 | 4.21 | 0.24% | 120.64万 | 5.08亿 | | 603151 | 邦基科技 | 24.84 | 0.24% | 4.36万 | 1.10亿 | | 002100 | 天康生物 ...

Core Viewpoint - Haitai Securities report indicates that Haida Group's net profit attributable to shareholders for the first half of the year reached 2.64 billion yuan, representing a year-on-year increase of 24.2% [1] - The net profit for Q2 2025 was 1.36 billion yuan, showing a year-on-year growth of 7.3% [1] - The company's performance is within the forecast range for the first half of 2025, which is estimated to be between 2.5 billion to 2.8 billion yuan [1] Group 1 - The main drivers for the high profit growth in the first half of 2025 are the profitability from pig futures hedging and the significant growth in overseas feed business [1] - The recovery in domestic aquatic feed and pig feed businesses is noteworthy [1] - The company is optimistic about the domestic and international resonance growth of its feed main business and has maintained its profit forecast [1] Group 2 - Due to better-than-expected growth in feed sales, the target price has been raised to 66.4 yuan, while maintaining a "buy" rating [1]

券商评级是指证券公司的分析师，通过分析上市公司的财务潜力、财务指标、公司运营治理能力，然后 进行实地考察调研后得出的评论，备受投资者关注。 据证券之星数据库不完全统计，7月30日券商共给予近20家A股上市公司"买入"评级。从行业分布看， 券商7月30日关注的个股聚焦于食品饮料、农牧饲渔、电网设备、物流、医疗服务、软件开发、装修装 饰、电子元件等行业。 | 股票代码 | 股票间称 | 报告名称 | 评级变动 | 机构 | 近一月个 股研报数 | 行业 | 日期 | | --- | --- | --- | --- | --- | --- | --- | --- | | 605499 | 东鹏饮料 | 公司信息更新报告:高基数下较快增长,新品表 现强劲 | 增持 | 开源证券 | 22 | 食品饮料 | 7月30日 | | 002311 | 海大集团 | H1 饲料销量同比+25%,Q2收入增长提速 | 买入 | 中国银河 | র্ব | 农牧饲渔 | 7月30日 | | 600885 | 宏发股份 | 2025年半年报点评:业绩总体符合预期,高压直 流&工控超预期增长 | どん | 东吴证券 | 2 | 申网设备 ...

华泰证券研报指出，海大集团上半年归母净利润26.4亿元（yoy+24.2%）；其中25Q2归母净利润13.6亿 元（yoy+7.3%）。业绩表现在中报业绩预告范围内（25H1归母净利润25~28亿元）。生猪期货套保的盈 利和海外饲料业务的高增长仍是公司25H1盈利高增的主要驱动，国内水产料和猪料业务的景气修复值 得重视。看好公司饲料主业的国内外共振增长，维持盈利预测；考虑到饲料销量增速好于该行预期，上 调目标价至66.4元，维持"买入"评级。 ...

据证券之星数据库不完全统计，7月30日券商共给予近20家A股上市公司"买入"评级。从行业分布看，券商7月30日关注的个股聚焦于 食品饮料、农牧饲渔、电网设备、物流、医疗服务、软件开发、装修装饰、电子元件等行业。 | 股票代码 | 股票简称 | 报告名称 | 评级变动 | 机构 | 近一月个 股研报数 | 行业 | 日期 | | --- | --- | --- | --- | --- | --- | --- | --- | | 605499 | 东鹏饮料 | 公司信息更新报告:高基数下较快增长,新品表 现强劲 | 增持 | 开源证券 | 22 | 食品饮料 | 7月30日 | | 002311 | 海大集团 | H1 饲料销量同比+25%,Q2收入增长提速 | 光入 | 中国银河 | র্ব | 农牧饲渔 | 7月30日 | | 600882 | 宏发股份 | 2025年半年报点评:业绩总体符合预期,高压直 流&工控招预期增长 | 买入 | 东吴证券 | 2 | 电网设备 | 7月30日 | | 600233 | 员通速递 | 件量增速持续领先,反内卷有望提升盈利弹性 | 买入 | 华源证券 | 2 | 物流行 ...

格隆汇7月30日丨海大集团(002311.SZ)于近期投资者关系活动表示，上半年，公司外销增量绝对值已接 近2025年全年目标。公司将紧咬战略目标——2030年达到5,150万吨销售总量，稳步提升国内产能利用 率和市场份额，进一步加快海外饲料业务的拓展。 ...

Core Viewpoint - The company has nearly achieved its absolute export growth target for the entire year of 2025 in the first half of the year [1] Group 1: Strategic Goals - The company aims to reach a total sales volume of 51.5 million tons by 2030 [1] - The company is focused on steadily improving domestic capacity utilization and market share [1] Group 2: International Expansion - The company plans to accelerate the expansion of its overseas feed business [1]

Group 1 - The company has recently engaged in investor relations activities, indicating its investment in hatcheries for aquatic products and poultry in countries such as Vietnam and Indonesia [1] - The company plans to strategically position itself based on the local breeding characteristics of these overseas markets [1]