Workflow
KINGSINO(002548)
icon
Search documents
啥情况?多家猪企7月出栏量明显下降,企业和分析师这样解释
Mei Ri Jing Ji Xin Wen· 2025-08-07 11:43
比如神农集团7月的生猪出栏量更是创下今年最低。 8月7日,《每日经济新闻》记者(以下简称每经记者)致电了上述猪企公开电话,有关人士表示这一现 象同前期仔猪销量大有关。这一逻辑在于,从仔猪到育肥有5至6个月周期,若仔猪销量大,对应育肥猪 的出栏量就会减少。相关分析师表示,7月出栏量环比下降也同学校放暑假有关。 个别猪企7月出栏量创今年新低 8月第二周,牧原股份、金新农、神农集团、东瑞股份等猪企相继披露了7月的销售月报。每经记者发 现,7月猪企销售月报的最大特点是出栏量出现环比下降。 最近一段时间,牧原股份、金新农、神农集团等猪企披露了7月销售简报。记者发现一大共性特征,即7 月出栏量环比大降。 每经记者致电了上述猪企公开电话,牧原股份有关人士表示,同前期仔猪销量大有关。神农集团有关人 士的回答和此类似,也提到与年初仔猪行情好、销量大有关。 金新农有关人士则表示,7月生猪销售头数波动属于正常现象,公司每个月的出栏都有波动。比如5月公 司销售生猪8.11万头,6月销售11.22万头。 值得一提的是,记者查询发现,去年7月同期并未体现出行业出栏环比下降的一致性,有的增长,有的 下降。比如牧原股份去年7月的出栏量增长特 ...
深圳市金新农科技股份有限公司 2025年07月生猪销售简报
Sales Performance - In July 2025, the company sold a total of 79,400 pigs, which includes 48,400 commercial pigs, 30,100 piglets, and 800 breeding pigs [1] - The sales revenue from pig sales amounted to 96.73 million yuan, with an average selling price of 14.98 yuan per kilogram for commercial pigs [1] Data Disclosure - The sales data provided does not include figures from the company's affiliated companies and is unaudited, indicating potential discrepancies with regular report disclosures [2]
金新农股价小幅下跌 7月生猪销售收入9673万元
Jin Rong Jie· 2025-08-06 17:56
Group 1 - The stock price of Jin Xin Nong is reported at 4.01 yuan, down 0.99% from the previous trading day, with a trading volume of 206,900 hands and a transaction amount of 83 million yuan [1] - Jin Xin Nong's main business includes pig farming and feed production, and it is recognized as a key national agricultural industrialization enterprise in Shenzhen [1] - The company has three pig farming bases that meet the supply standards for Hong Kong and Macau, primarily providing pig supply services for the Greater Bay Area's "vegetable basket" project [1] Group 2 - In July, Jin Xin Nong sold 79,400 pigs, generating sales revenue of 96.73 million yuan, with an average selling price of 14.98 yuan per kilogram for commodity pigs [1] - The company plans to supply 70,000 to 100,000 live pigs to Hong Kong and Macau by 2025, and it has not yet started fresh meat business operations [1] - On the funding side, Jin Xin Nong experienced a net outflow of 1.87 million yuan in main funds on the day, with a cumulative net outflow of 19.11 million yuan over the past five trading days [1]
公告精选︱百济神州:上半年营业总收入175.18亿元 同比上升46%;中马传动:不涉及机器人业务
Sou Hu Cai Jing· 2025-08-06 14:11
Key Points - The article highlights various significant announcements from different companies, including project investments, operational data, and stock buybacks [1][2][3] Group 1: Project Investments - Maglev Technology plans to invest in the construction of a "maglev compressor and related product R&D production base" [1] - Xianhe Co. intends to invest in an integrated high-performance paper-based new material project [1] - China Shipbuilding Technology aims to invest in a 1.3 million kilowatt wind power project in Xinjiang [1] Group 2: Operational Data - Wen's Co. reported July sales revenue of 2.316 billion yuan from meat chickens and 4.877 billion yuan from live pigs [1][2] - Dongrui Co. recorded July sales revenue of 170 million yuan from live pigs [2] - Jindong Agricultural reported cumulative sales revenue of 7.365 billion yuan from January to July [2] Group 3: Stock Acquisitions - Weichai Heavy Machinery plans to acquire 100% equity of Changbo Company for 492 million yuan [1][2] - Electric Connection Technology intends to acquire 39% equity of Aimers for 180 million yuan [2] - Huaxi Co. plans to acquire 100% equity of Xiefeng Cotton and Hemp for 90 million yuan [2] Group 4: Stock Buybacks - Tapai Group plans to repurchase company shares with an investment of 50 million to 100 million yuan [1][2] Group 5: Performance - BeiGene reported total revenue of 17.518 billion yuan for the first half of the year, a year-on-year increase of 46% [1][3] - Shengmei Shanghai achieved a net profit of 696 million yuan in the first half of the year, a year-on-year growth of 56.99% [2][3] - Liyuan Information reported a net profit of 96.13 million yuan in the first half of the year, a year-on-year increase of 65.79% [3] Group 6: Shareholding Changes - MinDe Electronics' controlling shareholder plans to reduce holdings by up to 4% [1][3] - Qianhong Pharmaceutical's major shareholder plans to reduce holdings by up to 1.67% [1][3] - Ligao Food's shareholders plan to reduce holdings by up to 2.47% [3] Group 7: Other Announcements - Xingyuan Zhuomei received a project designation notification from a client [1][3] - Alloy Investment's controlling shareholder has changed to Jiuzhou Hengchang, with the actual controller changing to Wang Yunzhang [1][3]
8月6日晚间重要公告一览
Xi Niu Cai Jing· 2025-08-06 10:15
Group 1 - Jerry Holdings reported a net profit of 1.241 billion yuan for the first half of 2025, an increase of 14.04% year-on-year, with total revenue reaching 6.901 billion yuan, up 39.21% year-on-year [1] - Tian Tan Biological announced a net profit of 633 million yuan for the first half of 2025, a decrease of 12.88% year-on-year, with total revenue of 3.110 billion yuan, an increase of 9.47% year-on-year [2] - Shunbo Alloy achieved a net profit of 177 million yuan for the first half of 2025, a significant increase of 110.56% year-on-year, with total revenue of 7.126 billion yuan, up 11.75% year-on-year [7] Group 2 - Dashi Intelligent signed a contract for the Jingpai Building smart project with a total contract value of 34.06 million yuan, accounting for 1.07% of the company's audited revenue for 2024 [3] - Maglev Technology plans to invest 700 million yuan to establish a research and production base for maglev compressors, aiming to optimize product structure and enhance production capacity [4] - Koweil received government subsidies totaling 5.502 million yuan, which are expected to positively impact the company's profits for 2025 [5] Group 3 - Pengding Holdings reported a consolidated revenue of 3.002 billion yuan for July 2025, an increase of 12.28% compared to the same period last year [9] - Liuyou Group repurchased 544,500 shares at a price range of 18.29 to 18.36 yuan per share, totaling approximately 9.9828 million yuan [10] - Jin Xin Nong reported a sales revenue of 96.731 million yuan from pig sales in July 2025, with a total of 79,400 pigs sold [12] Group 4 - Jiangsu Huachen plans to use up to 70 million yuan of idle raised funds for cash management, investing in safe and liquid financial products [13] - Gongtong Pharmaceutical's subsidiary intends to purchase assets from an affiliate for 16.57 million yuan to build a wastewater treatment facility [15] - Tian Shi Li appointed Wang Yimin as the vice general manager, effective immediately [16] Group 5 - Zhejiang Yongqiang established a subsidiary in Indonesia with a registered capital of 230 billion Indonesian rupiah, focusing on overseas capacity investment and international trade [18] - Wangli Security received three invention patents, enhancing its product portfolio in security locks [20] - Shennong Group reported a sales revenue of 327 million yuan from pig sales in July 2025, with an average selling price of 14.73 yuan per kilogram [21] Group 6 - Dize Pharmaceutical's product DZD8586 received fast track designation from the FDA for treating relapsed refractory chronic lymphocytic leukemia [23] - Daqin Railway reported a cargo transportation volume of 31.79 million tons in July 2025, a year-on-year increase of 5.40% [24] - Xin Hongye's subsidiary won a bid for a nuclear-grade cable procurement project worth 81.58 million yuan [26] Group 7 - Hainan Hengbo established a wholly-owned subsidiary with a registered capital of 50 million yuan, focusing on technology services and new material technology research [26] - Changhong Huayi reported a net profit of 257 million yuan for the first half of 2025, an increase of 13.42% year-on-year, with total revenue of 6.628 billion yuan [27] - Haiguang Information achieved a net profit of 1.201 billion yuan for the first half of 2025, an increase of 40.78% year-on-year, with total revenue of 5.464 billion yuan [28] Group 8 - Dongmu Co. reported a net profit of 261 million yuan for the first half of 2025, an increase of 37.61% year-on-year, with total revenue of 2.930 billion yuan [29] - Hanma Technology announced the resignation of its executive vice president due to personal reasons [30] - Guangge Technology's shareholders plan to reduce their holdings by up to 4.04% of the company's shares [31] Group 9 - *ST Energy's subsidiary won a bid for an independent energy storage project with a total bid price of 320 million yuan for design and 301 million yuan for construction [32] - Chipeng Micro plans to reduce its holdings by up to 2% of the company's shares due to personal financial needs [33] - Ancar Detection announced a change in its controlling shareholder to Silicon Technology, with stock resuming trading [35] Group 10 - Dahao Technology's vice president is temporarily unable to perform duties due to health reasons [36] - Sanjiang Shopping's cooperation agreement with Hema will not be renewed after its expiration in March 2026 [37] - Huisheng Biological reported a net profit of 117 million yuan for the first half of 2025, a year-on-year increase of 325.88% [38] Group 11 - Dongshan Precision plans to increase capital in its subsidiary by 3.5 billion USD to support high-end PCB projects [39] - Yunnan Copper's subsidiary's bankruptcy liquidation application has been accepted by the court due to resource depletion [40] - Shanghai Bank's board member and chairman's qualifications have been approved by regulatory authorities [41] Group 12 - Junwei Electronics plans to acquire 100% of Flat Electronics Co., Ltd. for 2.6 billion yen to enter the film resistor market [42] - Daodaoquan's controlling shareholder plans to increase its stake in the company by 50 million to 100 million yuan [43] - Yinglian Co.'s subsidiary signed a strategic cooperation agreement with a well-known cylindrical battery company [45] Group 13 - Debang Technology's state integrated circuit fund plans to reduce its holdings by up to 3% of the company's shares [47] - Tianyi New Materials plans to sell part of its subsidiary's assets for 51.4 million yuan to improve cash flow [49] - Rongtai Co. intends to acquire 51% of Zhongshan Aoduo for 288 million yuan [51]
金新农: 2025年07月生猪销售简报
Zheng Quan Zhi Xing· 2025-08-06 09:09
商品猪价格 证券代码:002548 证券简称:金新农 公告编号:2025-056 深圳市金新农科技股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚 假记载、误导性陈述或重大遗漏。 一、生猪销售情况 深圳市金新农科技股份有限公司(以下简称公司)2025 年 07 月生猪销量 售收入 9,673.09 万元,商品猪销售均价 14.98 元/公斤。 (二)生猪市场价格的大幅波动,可能会对公司的经营业绩产生重大影响, 敬请广大投资者注意投资风险。 三、其他提示 巨潮资讯网(www.cninfo.com.cn)及《证券时报》《上海证券报》《中国证 券报》为公司指定的信息披露媒体,公司所有信息均以公司在上述媒体刊登的公 告为准。 特此公告。 深圳市金新农科技股份有限公司董事会 生猪销售数量(万头) 生猪销售收入(万元) 时间 (元/公斤) 当月 累计 当月 累计 当月 注:上述销售数据未包含公司参股公司数据。上述数据未经审计,与定期报 告披露的数据可能存在差异,因此上述数据仅作为阶段性数据供投资者参考。因 四舍五入,以上数据可能存在尾数差异。 二、风险提示 (一)上述披露仅包含公司畜牧养殖业 ...
金新农(002548) - 2025年07月生猪销售简报
2025-08-06 09:00
证券代码:002548 证券简称:金新农 公告编号:2025-056 深圳市金新农科技股份有限公司 二、风险提示 (一)上述披露仅包含公司畜牧养殖业务销售情况,不含其它业务。 (二)生猪市场价格的大幅波动,可能会对公司的经营业绩产生重大影响, 敬请广大投资者注意投资风险。 2025 年 07 月生猪销售简报 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚 假记载、误导性陈述或重大遗漏。 一、生猪销售情况 深圳市金新农科技股份有限公司(以下简称公司)2025 年 07 月生猪销量 7.94 万头(其中商品猪 4.84 万头、仔猪 3.01 万头、种猪 0.08 万头),生猪销 售收入 9,673.09 万元,商品猪销售均价 14.98 元/公斤。 | | 时间 | | 生猪销售数量(万头) | | 生猪销售收入(万元) | | 商品猪价格 (元/公斤) | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 当月 | 累计 | 当月 | 累计 | 当月 | | 2024 | 年 07 | 月 | 9.30 | 69.19 | 13 ...
金新农(002548.SZ):7月生猪销售收入9673.09万元
Ge Long Hui A P P· 2025-08-06 08:56
格隆汇8月6日丨金新农(维权)(002548.SZ)公布,公司2025年07月生猪销量7.94万头(其中商品猪4.84万 头、仔猪3.01万头、种猪0.08万头),生猪销售收入9,673.09万元,商品猪销售均价14.98元/公斤。 ...
金新农:2025年计划供港澳活大猪7万至10万头
Mei Ri Jing Ji Xin Wen· 2025-08-06 08:27
金新农(002548.SZ)8月6日在投资者互动平台表示,尊敬的投资者您好,公司目前有三个符合供港澳 标准的生猪养殖基地,2025年计划供港澳活大猪7万~10万头,具体销售数量根据港澳市场情况而定。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:董秘,您好! 请问贵公司提供给港澳地区的生猪有多 少头?2025年金新农供给港澳的生猪额度有多少? ...
饲料板块8月5日涨1.06%,天马科技领涨,主力资金净流出1.25亿元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603668 | 天马科技 | 13.92 | 3.03% | 13.37万 | 1.85亿 | | 002311 | 海大集团 | 57.92 | 1.69% | 9.94万 | 5.74亿 | | 002696 | 百洋股份 | 6.49 | 1.56% | C 10.98万 | 7101.19万 | | 603609 | 禾丰股份 | 8.80 | 1.38% | 8.49万 | 7466.13万 | | 002548 | 金新农 | 4.05 | 1.25% | 25.10万 | 1.02亿 | | 000702 | 正虹科技 | 7.57 | 0.93% | 7.34万 | 5529.43万 | | 001366 | 播恩集团 | 13.17 | 0.61% | 1.81万 | 2379.45万 | | 603363 | 傲农生物 | 3.76 | 0.53% | 20.20万 | 7595.91万 | | 002891 | 中宠股份 | ...