北京商报讯 1月15日，牧原股份发布公告称，预计2025年度净利润为151亿元至161亿元，比上年同期下 降14.93%至20.21%；预计2025年归母净利润147亿元至157亿元，比上年同期下降 12.2%至17.79%。 （文章来源：北京商报） 对于业绩变动原因，牧原股份表示，2025年，公司持续做好生猪的健康管理与生产管理，提高精细化管 理水平，提升养殖生产成绩，生猪养殖成本较上年同期下降。同时，受生猪市场行情波动影响，全年商 品猪销售均价约13.5元/公斤，同比下降约17.3%，使得公司整体盈利水平较上年同期有所下滑。 ...

Group 1 - Luxshare Precision plans to repurchase shares worth between 1 billion to 2 billion RMB, with a maximum repurchase price of 86.96 RMB per share, aimed at implementing employee stock ownership plans or equity incentives [1] - Hanyu Pharmaceutical signed a sales order for GLP-1 raw materials worth 180 million RMB, which accounts for 30.50% of its audited revenue for 2024, potentially positively impacting annual performance [2] - Longpan Technology expects to engage in procurement transactions with CATL worth no more than 7 billion RMB in 2026, as part of a continuous related transaction agreement [3] Group 2 - Hu Silicon Industry reported that the National Integrated Circuit Industry Investment Fund reduced its stake by 32.0113 million shares, representing 0.97% of the total share capital, decreasing its ownership from 16.96% to 15.99% [4] - ST Chengchang completed its stock suspension review after abnormal trading fluctuations, confirming no need for corrections or disclosures, and will resume trading on January 16, 2026 [5] - Luoyang Molybdenum plans to use up to 20 billion RMB of idle funds for wealth management and entrusted financial products, pending shareholder approval [6] Group 3 - Siyuan Electric reported a net profit of 3.163 billion RMB for 2025, a year-on-year increase of 54.35% [7] - Tianji Co. expects a net profit of 70 million to 105 million RMB for 2025, recovering from a loss of 1.361 billion RMB in the previous year [7] - Muyuan Foods anticipates a net profit of 14.7 billion to 15.7 billion RMB for 2025, a decrease of 12.20% to 17.79% compared to the previous year [7] Group 4 - Luoyang Molybdenum forecasts a net profit of 20 billion to 20.8 billion RMB for 2025, representing an increase of 47.80% to 53.71% year-on-year [8] - Kunlun Wanwei expects to report a loss for 2025 [8] - Dalong Real Estate's subsidiary won a 763 million RMB engineering project contract [11]

Core Viewpoint - The company, Muyuan Foods, forecasts a decline in net profit for the year 2025, attributed to fluctuations in the pig market and a decrease in average selling prices of pork [1][2]. Group 1: 2025 Annual Performance Forecast - For 2025, Muyuan Foods expects net profit attributable to shareholders to be between 14.7 billion and 15.7 billion yuan, representing a year-on-year decline of 12.2% to 17.79% [1]. - The net profit after deducting non-recurring gains and losses is projected to be between 15.1 billion and 16.1 billion yuan, reflecting a decrease of 14.12% to 19.45% compared to the previous year [1]. - The basic earnings per share are anticipated to be between 2.73 yuan and 2.93 yuan [1]. Group 2: Q3 2025 Financial Results - In Q3 2025, Muyuan Foods reported operating revenue of 35.327 billion yuan, a year-on-year decrease of 11.48% [2]. - The net profit attributable to shareholders for Q3 was 4.249 billion yuan, down 55.98% year-on-year [2]. - The net profit after excluding non-recurring gains and losses for Q3 was 4.797 billion yuan, a decline of 53.62% compared to the same period last year [2]. Group 3: Year-to-Date Performance - For the first three quarters of 2025, Muyuan Foods achieved operating revenue of 111.79 billion yuan, an increase of 15.52% year-on-year [2]. - The net profit attributable to shareholders for the first three quarters was 14.779 billion yuan, reflecting a year-on-year growth of 41.01% [2]. - The net profit after deducting non-recurring gains and losses for the first three quarters was 15.473 billion yuan, showing a year-on-year increase of 37.90% [2].

Core Viewpoint - The leading Chinese pig farming company, Muyuan Foods, anticipates a significant decline in net profit for the year 2025, primarily due to a substantial drop in pig sales prices year-on-year, despite achieving some success in controlling production costs [1] Financial Performance Summary - The expected net profit for 2025 is projected to be between 15.1 billion to 16.1 billion RMB, indicating a decrease of 14.93% to 20.21% compared to the previous year's net profit of 18.925 billion RMB [2][4] - The net profit attributable to shareholders is estimated to be between 14.7 billion to 15.7 billion RMB, reflecting a year-on-year decline of 12.20% to 17.79% [2] - The basic earnings per share for 2025 is forecasted to be between 2.73 RMB to 2.93 RMB, lower than the previous year's figure of 3.3 RMB [2] Sales Price Impact - Despite challenges from a declining price cycle, Muyuan Foods has indicated that it has strengthened health and production management for pigs in 2025, leading to improved production performance and a reduction in breeding costs compared to the previous year [3] - However, the optimization of costs has not fully offset the negative impact of falling sales prices, with the average sales price of pigs expected to be around 13.5 RMB per kilogram, a significant drop of approximately 17.3% from the previous year [3] Industry Risks - The board of Muyuan Foods has highlighted systemic risks facing the industry, particularly the significant impact of large fluctuations in pig market prices on operational performance [5] - The company emphasizes that price changes in the pig market represent a systemic risk for the entire pig production industry, which is an external risk that is objective and uncontrollable for any pig producer [5]

2025年，公司持续做好生猪的健康管理与生产管理，提高精细化管理水平，提升养殖生产成绩，生猪养 殖成本较上年同期下降。同时，受生猪市场行情波动影响，全年商品猪销售均价约13.5元/公斤，同比 下降约17.3%，使得公司整体盈利水平较上年同期有所下滑。 格隆汇1月15日丨牧原股份(002714.SZ)公布，预计2025年归属于上市公司股东的净利润147.00亿元– 157.00亿元，比上年同期下降12.20%–17.79%，归属于上市公司股东扣除非经常性损益后的净利润 151.00亿元–161.00亿元，比上年同期下降14.12%–19.45%。 ...

Core Viewpoint - Muyuan Foods (002714) expects a net profit attributable to shareholders of 14.7 billion to 15.7 billion yuan for 2025, representing a year-on-year decline of 12.2% to 17.79% [1] Group 1: Financial Performance - The company anticipates a decrease in net profit due to fluctuations in the pig market, with the average selling price of commercial pigs around 13.5 yuan per kilogram, down approximately 17.3% year-on-year [1] - Despite a reduction in pig farming costs compared to the same period last year, the overall profitability of the company is expected to decline compared to the previous year [1]

（记者 王晓波） 每经头条（nbdtoutiao）——不到20万元，就能买特斯拉了？"廉价版"Model 3或进入中国市场，续航里 程480公里！关于自动驾驶，美国市场也有大调整 每经AI快讯，牧原股份1月15日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润147亿元 ~157亿元，同比下降12.2%~17.79%。业绩变动主要原因是，2025年，公司持续做好生猪的健康管理与 生产管理，提高精细化管理水平，提升养殖生产成绩，生猪养殖成本较上年同期下降。同时，受生猪市 场行情波动影响，全年商品猪销售均价约13.5元/公斤，同比下降约17.3%，使得公司整体盈利水平较上 年同期有所下滑。 ...

每经AI快讯，1月15日，牧原股份（002714）(002714.SZ)发布2025年度业绩预告，预计归属于上市公司 股东的净利润为147.00亿元~157.00亿元，比上年同期下降12.20%~17.79%。报告期内，公司持续优化生 猪健康管理与生产管理，提升精细化管理水平，养殖成本同比下降。但受生猪市场行情波动影响，全年 商品猪销售均价约13.5元/公斤，同比下降约17.3%，导致整体盈利水平下滑。 ...

牧原股份公告，预计2025年度净利润为151亿元–161亿元，同比下降14.93%–20.21%。2025年，公司持 续做好生猪的健康管理与生产管理，提高精细化管理水平，提升养殖生产成绩，生猪养殖成本较上年同 期下降。同时，受生猪市场行情波动影响，全年商品猪销售均价约13.5元/公斤，同比下降约17.3%，使 得公司整体盈利水平较上年同期有所下滑。 ...

| 证券代码：002714 | 证券简称：牧原股份 | 公告编号：2026-006 | | --- | --- | --- | | 债券代码：127045 | 债券简称：牧原转债 | | 牧原食品股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日—2025 年 12 月 31 日 2、本次业绩预告未经注册会计师审计。 三 、业绩变动原因说明 2025 年，公司持续做好生猪的健康管理与生产管理，提高精细化管理水平， 提升养殖生产成绩，生猪养殖成本较上年同期下降。同时，受生猪市场行情波动 影响，全年商品猪销售均价约 13.5 元/公斤，同比下降约 17.3%，使得公司整体 盈利水平较上年同期有所下滑。 四、风险提示 1、生猪市场价格的大幅波动（下降或上升），都可能会对公司的经营业绩 产生重大影响。如果未来生猪市场价格出现大幅下滑，仍然可能造成公司的业绩 下滑。敬请广大投资者审慎决策，注意投资风险。 2、生猪市场价格变动的风险是整个生猪生产行业的系统风险，对任何一 ...