Huatong Meat(002840)

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华统股份(002840) - 关于回购公司股份的进展公告
2025-05-06 09:31
截至 2025 年 4 月 30 日,公司通过股份回购专用证券账户以集中竞价交易方 式已累计回购公司股份 4,236,000 股,约占公司总股本的 0.67%。此次回购股份 最高成交价为 11.44 元/股,最低成交价为 10.58 元/股,成交总金额为 46,667,022.04 元(不含交易费用)。 本次回购符合公司回购股份方案及相关法律法规的要求。 证券代码:002840 证券简称:华统股份 公告编号:2025-050 浙江华统肉制品股份有限公司 关于回购公司股份的进展公告 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。 浙江华统肉制品股份有限公司(以下简称"公司")于2024年8月19日召开第 五届董事会第十次会议,审议通过了《关于回购公司股份方案的议案》,同意公 司使用自有资金或自筹资金以集中竞价交易方式回购公司部分人民币普通股(A 股)股票,用于后期实施员工持股计划或股权激励计划。本次回购股份的资金总 额不低于人民币5,000万元(含)且不超过人民币10,000万元(含),回购股份价 格不超过人民币21.31元/股(含)。本次回购具体的回购数量及占 ...
农林牧渔行业周报:2024年养殖板块利润同比高增,宠物板块高景气延续
KAIYUAN SECURITIES· 2025-05-05 06:23
农林牧渔 2025 年 05 月 05 日 投资评级:看好(维持) 行业走势图 数据来源:聚源 -29% -19% -10% 0% 10% 19% 2024-05 2024-09 2025-01 农林牧渔 沪深300 相关研究报告 《2025Q1 农业板块公募重仓持股占 比下降,中宠股份获逆势增持—行业 周报》-2025.4.27 《2025Q1 农业板块公募基金重仓持 股占比下降,中宠股份获逆势增持— 行业点评报告》-2025.4.24 《3 月肉鸡价格小幅回暖,关注五一 和端午需求回暖支撑价格—行业点评 报告》-2025.4.22 2024 年养殖板块利润同比高增,宠物板块高景气延 续 ——行业周报 | 陈雪丽(分析师) | 王高展(联系人) | 朱本伦(联系人) | | --- | --- | --- | | chenxueli@kysec.cn | wanggaozhan@kysec.cn | zhubenlun@kysec.cn | | 证书编号:S0790520030001 | 证书编号:S0790123060055 | 证书编号:S0790124060020 | wanggaozhan@kyse ...
农林牧渔行业周报:2025Q1农业板块业绩简述
GOLDEN SUN SECURITIES· 2025-05-05 03:23
Investment Rating - Maintain "Overweight" rating for the agriculture sector [4] Core Views - In Q1 2025, the SW Agriculture sector achieved a total profit of 13.51 billion yuan, a year-on-year increase of 1049%, with significant contributions from the breeding, feed, and agricultural product processing sectors, accounting for 59%, 16%, and 15% of profits respectively [10][11] - The breeding sector saw a profit of 8 billion yuan, a year-on-year increase of 254%, driven primarily by pig farming, which generated 7.615 billion yuan, up 242% year-on-year [10][11] - The feed and animal health sectors reported profits of 2.143 billion yuan and 512 million yuan, respectively, with year-on-year increases of 676% and 34% [10][11] - The planting sector experienced a profit of 800 million yuan, a decrease of 12% year-on-year, influenced by declining grain prices [10][11] Summary by Sections Breeding Sector - The average price of lean pigs was 14.69 yuan/kg, down 1.1% from the previous week, while the average wholesale price of pork was 20.59 yuan/kg, down 1.4% [12][13] - The profit from self-breeding pigs decreased to 85.05 yuan per head, while the profit from purchased piglets was 48.53 yuan per head [14][15] - The average price of broiler chickens was 7.48 yuan/kg, up 0.1% from the previous week, and the average price of chicken products remained stable at 8.9 yuan/kg [25][27] Feed and Animal Health - The feed sector's profit growth was supported by the performance of the breeding sector, with significant increases in profits from poultry and aquatic feeds [10][11] - The pet food segment also showed strong performance, achieving a profit of 330 million yuan, up 28% year-on-year [10] Planting Sector - The planting sector's profit decline was attributed to lower prices for corn and wheat, which fell by 11% and 14% year-on-year, respectively [10][11] - The approval of genetically modified varieties is expected to enhance the growth potential of industry companies [11] Market Trends - The agriculture sector underperformed the broader market by 0.1 percentage points, with a decline of 0.6% [8][9] - The feed sector saw a slight increase of 1.65% during the same period [9]
机构风向标 | 华统股份(002840)2025年一季度已披露前十大机构累计持仓占比57.17%
Xin Lang Cai Jing· 2025-05-01 01:09
公募基金方面,本期较上一期持股增加的公募基金共计2个,包括前海开源沪港深农业混合(LOF)A、国 寿安保农业产业股票发起式A,持股增加占比小幅上涨。本期较上一季度持股减少的公募基金共计1 个,即银华农业产业股票发起式A,持股减少占比达0.10%。本期较上一季未再披露的公募基金共计73 个,主要包括华夏行业景气混合、南方中证1000ETF、华夏中证1000ETF、天弘中证食品饮料ETF、广 发中证1000ETF等。 2025年4月30日,华统股份(002840.SZ)发布2025年第一季报。截至2025年4月30日,共有11个机构投资 者披露持有华统股份A股股份,合计持股量达3.62亿股,占华统股份总股本的57.18%。其中,前十大机 构投资者包括华统集团有限公司、上海华俭食品科技有限公司、浙江精智企业管理有限公司、中国银行 股份有限公司-招商产业精选股票型证券投资基金、中国建设银行股份有限公司-招商3年封闭运作瑞利 灵活配置混合型证券投资基金、中国人寿保险股份有限公司-传统-普通保险产品-005L-CT001沪、中国 人寿保险股份有限公司-传统-普通保险产品-005L-CT001沪、中国农业银行股份有限公司- ...
华统股份(002840):公司信息更新报告:成本稳步下降,屠宰盈利改善
KAIYUAN SECURITIES· 2025-04-30 12:26
食品饮料/食品加工 华统股份(002840.SZ) 成本稳步下降,屠宰盈利改善 2025 年 04 月 30 日 投资评级:买入(维持) 陈雪丽(分析师) 王高展(联系人) chenxueli@kysec.cn wanggaozhan@kysec.cn 证书编号:S0790520030001 证书编号:S0790123060055 成本稳步下降,屠宰盈利改善,维持"买入"评级 公司发布 2025 年一季报,2025Q1 营收 20.79 亿元(+4.15%),归母净利润 0.34 亿 元(+121.74%)。公司出栏稳步增长,持续推动养殖成本下降及种群更替,我们维 持公司 2025-2027 年盈利预测不变,预计公司 2025-2027 年归母净利润分别为 2.83/3.38/11.21 亿元,对应 EPS 分别为 0.45/0.53/1.77 元,当前股价对应 PE 为 24.0/20.1/6.1 倍。公司成本稳步下降推进种群更替,屠宰头均盈利季度环比改善, 维持"买入"评级。 公司成本稳步下降,持续推进高繁法系种群更替 2025Q1 公司生猪养殖营收 11.5 亿元(8.32%),生猪出栏 66.2 万头 ...
华统股份(002840) - 2025年4月29日投资者关系活动记录表
2025-04-29 14:14
证券代码:002840 证券简称:华统股份 浙江华统肉制品股份有限公司投资者关系活动记录表 编号:2025-001 | 投资者关系 活动类别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 ☐业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | 其他(2024年年度及2025年一季度业绩电话交流会) | | | 华泰保兴基金 王语嫣;京管泰富基金 王欣伟;国泰租赁 田永新,杭州热联 黄 震宇;玄卜投资 韦琦;嘉富行远私募基金 周辉;绿能(北京)私募基金 汪涵;江 | | | 西金控 王宏;国海证券 王思言;国海证券 熊子兴;太平洋证券 程晓东;华鑫 | | 参与单位名 | 证券 卫正;西部证券 高林峰;国信证券 李瑞楠;国泰君安 王艳君;开源证券 | | 称及人员姓 | 王高展;光大证券 于明正;国盛证券 沈嘉妍;招商证券 李秋燕;财通证券 肖 | | | 珮菁;甬兴证券司 江路;海通证券 巩健;兴业证券 潘江滢;华福证券 申钰 | | 名 | 雯;开源证券 陈雪丽;华源证券 冯佳文;广发证券 李雅琦;华源证券 顾超; | | | 中信证 ...
华统股份(002840) - 监事会决议公告
2025-04-29 09:17
证券代码:002840 证券简称:华统股份 公告编号:2025-048 浙江华统肉制品股份有限公司 第五届监事会第十五次会议决议公告 以上议案具体内容详见同日公司在《证券时报》、《证券日报》、《中国证券报》 及巨潮资讯网(www.cninfo.com.cn)披露的《2025 年第一季度报告》。 三、备查文件 经与会监事签字并加盖印章的第五届监事会第十五次会议决议。 二、监事会会议审议情况 本公司及监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。 1、审议并通过《关于公司 2025 年第一季度报告的议案》 一、监事会会议召开情况 经审核,监事会认为:董事会编制和审核公司 2025 年第一季度报告的程序 符合法律、行政法规和中国证监会的规定,报告内容真实、准确、完整地反映了 公司的实际情况,不存在任何虚假记载、误导性陈述或者重大遗漏。 浙江华统肉制品股份有限公司(以下简称"公司")第五届监事会第十五次 会议于 2025 年 4 月 26 日以电子邮件、电话通讯等形式发出通知,并于 2025 年 4 月 29 日以现场方式召开。本次会议应到监事 3 名,实际到会监事 3 名。 ...
华统股份(002840) - 董事会决议公告
2025-04-29 09:16
证券代码:002840 证券简称:华统股份 公告编号:2025-047 浙江华统肉制品股份有限公司 第五届董事会第十九次会议决议公告 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、董事会会议召开情况 浙江华统肉制品股份有限公司(以下简称"公司")第五届董事会第十九次 会议于 2025 年 4 月 26 日以电子邮件、电话通讯等形式发出通知,并于 2025 年 4 月 29 日在公司会议室以现场与通讯相结合方式召开。本次会议应到董事 7 名, 实际到会董事 7 名,其中独立董事郭站红先生、吴天云先生、楼芝兰女士采取通 讯方式表决。会议由董事长朱俭军先生主持,公司监事、高级管理人员列席了本 次会议,会议的召集和召开符合《中华人民共和国公司法》等法律法规及公司章 程的规定。 二、董事会会议审议情况 1、审议并通过《关于公司2025年第一季度报告的议案》 经审核,董事会认为:公司《2025 年第一季度报告》符合《中华人民共和 国公司法》、《中华人民共和国证券法》、《上市公司信息披露管理办法》等相关规 定,报告内容真实、准确、完整地反映了公司 2025 年第一季度 ...
华统股份:2025一季报净利润0.34亿 同比增长121.66%
Tong Hua Shun Cai Bao· 2025-04-29 08:57
一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益(元) | 0.0500 | -0.2600 | 119.23 | -0.1800 | | 每股净资产(元) | 3.84 | 3.12 | 23.08 | 4.12 | | 每股公积金(元) | 2.59 | 2.37 | 9.28 | 2.26 | | 每股未分配利润(元) | 0.22 | -0.20 | 210 | 0.90 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 20.79 | 19.96 | 4.16 | 19.86 | | 净利润(亿元) | 0.34 | -1.57 | 121.66 | -1.05 | | 净资产收益率(%) | 1.40 | -7.89 | 117.74 | -4.44 | 二、前10名无限售条件股东持股情况 本次公司不分配不转赠。 前十大流通股东累计持有: 23805.48万股,累计占流通股比: 47.8 ...
华统股份(002840) - 2025 Q1 - 季度财报
2025-04-29 08:30
Financial Performance - The company's revenue for Q1 2025 was ¥2,079,318,974.83, representing a 4.15% increase compared to ¥1,996,427,252.33 in the same period last year[4] - Net profit attributable to shareholders was ¥34,204,150.99, a significant turnaround from a net loss of ¥157,297,084.34 in the previous year, marking a 121.74% improvement[4] - Basic earnings per share increased to ¥0.05 from a loss of ¥0.26, reflecting a 119.23% improvement[4] - Total operating revenue for the current period reached ¥2,079,318,974.83, an increase from ¥1,996,427,252.33 in the previous period, representing a growth of approximately 4.9%[22] - Net profit for the current period was ¥41,235,626.17, a significant recovery from a net loss of ¥164,821,020.87 in the previous period[23] Cash Flow and Liquidity - The net cash flow from operating activities surged to ¥147,513,695.83, up 624.21% from ¥20,368,895.18 in the prior year[4] - Operating cash flow for the period was ¥147,513,695.83, a significant increase from ¥20,368,895.18 in the previous period[27] - The company reported a cash balance of ¥697,868,049.78 as of March 31, 2025, an increase from ¥666,170,284.21 at the beginning of the period[17] - The company's cash and cash equivalents increased, contributing to improved liquidity ratios[20] - The ending cash and cash equivalents balance was ¥431,597,117.39, down from ¥550,661,286.66 in the previous period[27] Expenses and Costs - Total operating costs decreased to ¥2,059,720,667.19 from ¥2,159,230,693.06, reflecting a reduction of about 4.6%[22] - Research and development expenses increased by 74.69% to ¥15,103,941.35, up from ¥8,646,147.76, indicating a focus on innovation[8] - Research and development expenses rose to ¥15,103,941.35 from ¥8,646,147.76, marking an increase of approximately 74.5%[23] - The company reported a significant decrease in other operating expenses, down 46.82% to ¥1,980,542.18 from ¥3,723,887.85[8] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 34,334, with the largest shareholder holding 30.25% of the shares[10] - The company’s controlling shareholder, Huadong Group, plans to increase its stake by investing between ¥50 million and ¥100 million over the next six months[13] - As of February 5, 2025, Huadong Group had acquired a total of 4,457,300 shares, representing 0.69% of the total share capital, for a total investment of ¥50,015,400[14] - The company’s top ten unrestricted shareholders include Huadong Group, which holds 191,503,705 shares, representing a significant portion of the total[12] Investment Activities - The company experienced a 39.23% improvement in net cash flow from investing activities, reducing outflows to -¥112,111,576.83 from -¥184,481,304.95[8] - Net cash flow from investing activities was -¥112,111,576.83, an improvement from -¥184,481,304.95 year-over-year[27] Future Strategies - Future growth strategies include potential market expansion and new product development, as indicated by the ongoing investment plans from the controlling shareholder[13] - The company has plans for market expansion and new product development, although specific details were not disclosed in the call[22] - The company did not disclose specific figures for new product development or market expansion strategies in the conference call[28]