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唐人神:接受广发证券等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-12-10 14:19
每经AI快讯,唐人神(SZ 002567,收盘价:4.53元)发布公告称,2025年12月9日10:00-12:00,唐人神 接受广发证券等投资者调研,公司董事长陶一山等参与接待,并回答了投资者提出的问题。 截至发稿,唐人神市值为65亿元。 每经头条(nbdtoutiao)——白金信用卡权益大缩水:贵宾厅限次、酒店减量⋯⋯银行吐槽没赚头,"羊 毛党"薅了个寂寞 (记者 王瀚黎) ...
唐人神(002567) - 2025年12月9日投资者关系活动记录表
2025-12-10 13:42
Group 1: Company Overview and Mission - Tangrenshen Group has been focusing on the entire pig industry chain for 40 years, aiming for steady development and projected feed sales of over 1 million tons and pig output exceeding 650,000 heads by 2025 [2][3] - The company's mission is to "enrich farmers, create green food, and improve quality of life," adhering to principles of shared goals and accountability [2][3] Group 2: Business Structure and Strategy - The company operates a "feed - breeding - meat" integrated business model, with feed business accounting for approximately 62% of total revenue, ensuring stable profitability and cash flow [3][8] - Future strategic investments will focus on new meat product categories to enhance overall profitability, aiming to become a sustainable and profitable food enterprise [3][4] Group 3: Cost Management and Efficiency - Since 2023, the company has focused on low-cost breeding, achieving a reduction of 380 RMB per head in total costs, with an average PSY (pigs weaned per sow per year) of 28.06 heads [5] - The company aims to reach a PSY of around 30 heads by 2026, with a target to reduce average costs by an additional 100 RMB per head [5] Group 4: Financial Performance and Cash Flow - As of September 30, 2025, the company had a cash balance of 2.215 billion RMB, indicating a strong liquidity position [8] - The feed business, being the main revenue driver, contributes about 62% to total revenue, with a net cash flow from operating activities of 834 million RMB in the first nine months of 2025 [8][9] Group 5: Market Position and Product Development - The company is expanding its product lines with brands like "Xiangxiang Pig" and "Tang Xiaochu," focusing on high-quality, convenient meat products to meet consumer demand [9] - The "Tang Xiaochu" brand emphasizes innovation across six dimensions, including raw materials and customer experience, positioning it as a key direction for meat product development [9]
唐人神今日大宗交易折价成交100万股,成交额444万元
Xin Lang Cai Jing· 2025-12-10 08:56
| 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | | | | (元) | (万股/万份) | (万元) | | | | 2025-12-10 | 002567 | 唐人神 | 4.44 | 100.00 | 444.00 | 中信建投证券股份 | 招商证券股份有限 | | | | | | | | 有限公司北京东城 | 公司长沙美蓉中路 | | | | | | | | 分公司 | 证券营业部 | 12月10日,唐人神大宗交易成交100万股,成交额444万元,占当日总成交额的6.68%,成交价4.44元, 较市场收盘价4.53元折价1.99%。 ...
唐人神集团股份有限公司2025年11月生猪销售简报
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002567 证券简称:唐人神 公告编号:2025-121 唐人神集团股份有限公司 2025年11月生猪销售简报 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。 一、生猪销售情况 唐人神集团股份有限公司(以下简称"公司")2025年11月生猪销量45.65万头(其中商品猪42.57万头, 仔猪3.08万头),2024年11月生猪销量49.50万头(其中商品猪46.15万头,仔猪3.35万头),同比下降 7.78%,环比下降26.28%;销售收入合计62,890万元,同比下降34.16%,环比下降24.05%。 2025年1-11月累计生猪销量483.79万头(其中商品猪461.78万头,仔猪22.01万头),2024年1-11月累计 生猪销量378.38万头(其中商品猪340.69万头,仔猪37.69万头),同比上升27.86%;销售收入785,228 万元,同比上升14.19%。 上述数据未经审计,与定期报告披露的数据之间可能存在差异,因此上述数据仅作为阶段性数据供投资 者参考。 二、风险提示 (一 ...
每天三分钟公告很轻松 | 莱茵生物和嘉美包装控股股东筹划公司控制权变更 10日起停牌
Group 1 - Rhein Biotech and Jia Mei Packaging's controlling shareholders are planning changes in company control, with trading suspension starting from December 10, 2025, for Rhein Biotech expected to last no more than 10 trading days and for Jia Mei Packaging no more than 2 trading days [1][2] - Rhein Biotech intends to acquire at least 80% of Beijing Jinkangpu Food Technology Co., Ltd. through a combination of issuing shares and cash payment, which will make Beijing Jinkangpu a subsidiary included in the consolidated financial statements [1] - Jia Mei Packaging's controlling shareholder is also in discussions regarding a potential change in control, with specific transaction details still under negotiation [2] Group 2 - Haiguang Information has terminated its plan to merge with Zhongke Shuguang through a share exchange, as approved in a board meeting on December 9, 2025 [3] - Huatai Medical plans to repurchase shares with a total amount not less than RMB 200 million and not exceeding RMB 250 million, with a repurchase price cap of RMB 315 per share [4] - Songcheng Performing Arts and Jingu Co., Ltd. also announced share repurchase plans, with Songcheng aiming for a total of RMB 100 million to RMB 200 million and Jingu targeting RMB 30 million to RMB 60 million [4] Group 3 - Xiamen Airport is planning to acquire 100% of the shares of Zhaoxiang Technology, a wholly-owned subsidiary of its controlling shareholder, Xiamen Xiangye Group [5] - Borui Communication intends to acquire 51% of Meijing Technology from related parties for a total price of RMB 66.49 million [6] - Gu Ao Technology's actual controller is planning a change in control, with trading suspension starting from December 8, 2025, and expected to last no more than 3 trading days [6] Group 4 - ST Kevin's application to revoke the risk warning on its stock has been approved, with trading suspension for one day on December 10, 2025, and resuming trading on December 11, 2025 [6] - Huailun Crystal's stock will be suspended for one day starting December 10, 2025, due to false disclosures in its annual reports for 2021 and 2022 [7] - The stock of Jia Ao Environmental Protection will also be suspended for one day on December 10, 2025, due to an administrative penalty notice received from the regulatory authority [12] Group 5 - The company Yongmota plans to invest approximately RMB 400 million in a new project for magnesium-aluminum alloy components for the automotive and robotics industries [20] - ST Ningke is executing a capital reserve transfer plan to increase its share capital, with a total share increase from 684.88 million to 1.62 billion shares [21] - Yingpais plans to increase its shareholding through a combination of bank loans and self-funding, with a total investment of no less than RMB 60 million and no more than RMB 120 million [22]
唐人神:11月生猪销量45.65万头
Bei Ke Cai Jing· 2025-12-09 14:04
新京报贝壳财经讯 12月9日,唐人神公告,2025年11月生猪销量45.65万头,同比下降7.78%,环比下降 26.28%;销售收入6.29亿元,同比下降34.16%,环比下降24.05%。2025年1-11月累计生猪销量483.79万 头,同比上升27.86%;销售收入78.52亿元,同比上升14.19%。 编辑 王进雨 ...
唐人神:2025年11月生猪销量45.65万头
Jin Rong Jie· 2025-12-09 12:50
作者:公告君 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 本文源自:市场资讯 唐人神公告称,2025年11月生猪销量45.65万头,同比下降7.78%,环比下降26.28%;销售收入合计 62890万元,同比下降34.16%,环比下降24.05%。2025年1-11月累计生猪销量483.79万头,同比上升 27.86%;销售收入785228万元,同比上升14.19%。上述数据未经审计,仅作为阶段性数据供投资者参 考。 ...
A股公告精选 | 隆基绿能(601012.SH):终止境外发行全球存托凭证事项
智通财经网· 2025-12-09 12:18
Group 1 - Longi Green Energy has decided to terminate its plan for issuing global depositary receipts overseas and listing on the Swiss Stock Exchange, citing stable production and operations as reasons for this cautious decision [1] - Borui Communication plans to acquire a 51% stake in Meijing Technology for 66.49 million yuan to enhance its focus on modern media and digital transformation [2] - Tianyuan Dike's chairman has been placed under detention by the local supervisory authority, but the company assures that its operations remain normal and unaffected [3] Group 2 - Rhine Biotech is planning a change in control and asset acquisition, leading to a suspension of its stock trading starting December 10 [4] - Fosun Pharma's subsidiary has signed a licensing agreement with Pfizer, which includes an upfront payment of 15 million USD and potential milestone payments up to 35 million USD for the development of a GLP-1R agonist [5] - Yongmaotai intends to invest approximately 400 million yuan in a new intelligent manufacturing project for magnesium-aluminum alloy components [6] Group 3 - Huayi Group's subsidiary has been ordered to suspend operations for environmental remediation, which is expected to impact production [7][8] - Boyuan Chemical's subsidiary has commenced trial production of a 1 million tons/year soda ash production line, enhancing its market position [9] - Tiandi Technology plans to invest 3.545 billion yuan in a research center for intelligent mining equipment in Xi'an [10] Group 4 - Daye Co. has a minor stake in Jiangbei Company, which focuses on aerospace products, but its financial impact is limited due to the small shareholding [11] - Xiamen Airport is planning to acquire 100% of its controlling shareholder's subsidiary to adapt to the upcoming changes in airport operations [12] - Zhaoyi Innovation has received approval from the CSRC for its overseas listing of H-shares, planning to issue up to 51.8 million shares [13] Group 5 - Yangfan New Materials' controlling shareholder has been released from detention, allowing normal operations to resume [14] - Tangrenshen reported a decline in pig sales revenue for November, with a 24.05% decrease month-on-month [15][16] - China Merchants Shekou achieved a sales amount of 14.094 billion yuan in November, with cumulative sales reaching 170.166 billion yuan for the year [17] Group 6 - Zhengbang Technology reported a slight increase in pig sales revenue for November, with a 8.55% rise month-on-month [18] - Luoniushan's pig sales revenue increased by 13.57% year-on-year in November, despite a slight decline in monthly sales [19] - Tiankang Bio reported a 1.2% increase in pig sales revenue for November, with a year-to-date decline in total revenue [20] Group 7 - Huitai Medical plans to repurchase shares worth 200 million to 250 million yuan for employee stock ownership plans [21] - Financial Street's major shareholder increased its stake by 703,840 shares, raising its ownership to nearly 15% [22] - Shenzhou Information's major shareholder plans to reduce its stake by up to 3% [23] Group 8 - Yingpais plans to increase its stake in the company by 60 million to 120 million yuan within six months [24] - Jingu Co. intends to repurchase shares worth 30 million to 60 million yuan for employee stock ownership plans [25] - Songcheng Performing Arts plans to repurchase shares worth 100 million to 200 million yuan for capital reduction [26] Group 9 - Bai'ao Intelligent has pre-won contracts for projects totaling 27.5 million yuan, which is expected to positively impact future performance [27] - Heshun Electric has been awarded a procurement project from the State Grid worth 107 million yuan, representing nearly 25% of its projected revenue [28] - Jinggong Technology signed a sales contract worth 729 million yuan, accounting for 42.16% of its expected annual revenue [29] Group 10 - Zhongchao Holdings' subsidiary received an order for high-temperature alloy precision castings worth 51.56 million yuan [30] - Wanma Technology has pre-won multiple projects from the State Grid totaling 59.94 million yuan [31] - ST Weihai, in partnership with a construction institute, won a contract for a smart agriculture project worth 652 million yuan [32] - Chongqing Construction's subsidiary has secured a construction project worth 1.714 billion yuan [33]
唐人神:2025年11月份销售简报
Zheng Quan Ri Bao· 2025-12-09 11:36
(文章来源:证券日报) 证券日报网讯 12月9日晚间,唐人神发布2025年11月份生猪销售简报称,公司2025年11月份生猪销量 45.65万头(其中商品猪42.57万头,仔猪3.08万头),2024年11月份生猪销量49.50万头(其中商品猪 46.15万头,仔猪3.35万头),同比下降7.78%,环比下降26.28%;销售收入合计62,890万元,同比下 降34.16%,环比下降24.05%。2025年1月-11月份累计生猪销量483.79万头(其中商品猪461.78万头,仔 猪22.01万头),2024年1月-11月份累计生猪销量378.38万头(其中商品猪340.69万头,仔猪37.69万 头),同比上升27.86%;销售收入785,228万元,同比上升14.19%。 ...
唐人神11月生猪销售收入合计6.29亿元
Zhi Tong Cai Jing· 2025-12-09 10:33
唐人神(002567)(002567.SZ)披露2025年11月生猪销售简报,公司2025年11月生猪销量45.65万头(其中 商品猪42.57万头,仔猪3.08万头),2024年11月生猪销量49.50万头(其中商品猪46.15万头,仔猪3.35万 头),同比下降7.78%,环比下降26.28%;销售收入合计6.29亿元,同比下降34.16%,环比下降24.05%。 ...