人民财讯8月7日电，湘佳股份（002982）8月7日晚间公告，公司2025年7月份销售活禽370.73万只，销 售收入5079.06万元，销售均价7.85元/公斤，环比变动分别为-13.74%、-25.50%、-2.20%，同比变动分 别为-11.97%、-42.74%、-26.30%。 ...

格隆汇8月7日丨湘佳股份(002982.SZ)公布，公司2025年7月份销售活禽370.73万只，销售收入5,079.06万 元，销售均价7.85元/公斤，环比变动分别为-13.74%、-25.50%、-2.20%，同比变动分别 为-11.97%、-42.74%、-26.30%。 ...

湖南湘佳牧业股份有限公司（以下简称"公司"）2025 年 7 月份销售活禽 370.73 万只，销售收入 5,079.06 万元，销售均价 7.85 元/公斤，环比变动分别 为-13.74%、-25.50%、-2.20%，同比变动分别为-11.97%、-42.74%、-26.30%。 注：若存在尾差，属四舍五入原因所致。 | 证券代码：002982 | 证券简称：湘佳股份 | 公告编号：2025-044 | | --- | --- | --- | | 债券代码：127060 | 债券简称：湘佳转债 | | 一、2025 年 7 月份活禽销售情况 湖南湘佳牧业股份有限公司 2025 年 7 月份活禽销售情况简报 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。 三、原因说明 2025 年 7 月份公司活禽销售收入同比下降较多，主要是 2025 年 7 月活禽市 场低迷导致销售单价较低以及销量有所下降综合所致。 月份 活禽销量（万只） 销售收入（万元） 活禽销售均价 （元/公斤） 当月 当年累计 当月 当年累计 2024 年 7 月 421.15 2,511.98 ...

从工业4.0的硬核科普，到非遗技艺的传承，再到现代农业的趣味解码，上市公司正将生产线变课堂、 把车间当教室，积极切入研学游赛道，在"产教融合"方面探索出各具特色的新范式。 湖南大学经济与贸易学院副院长曹二保教授向《证券日报》记者表示："上市公司切入研学游赛道，以 产业为基架起教育桥梁，既履行了企业社会责任，又实现产教双向赋能，为'产业反哺教育、教育激活 产业'提供了鲜活样本，契合'产教融合'政策导向，具有示范意义。" （文章来源：证券日报） 在醴陵陶瓷产业集群中，华瓷股份以"传统工艺+现代设计"的双轮驱动，构建了独特的研学生态。公司 的研学基地不仅是生产车间，更是一座活态陶瓷博物馆。学生们通过透明参观长廊观察釉下五彩瓷的72 道工序，在陶润会生活艺术中心体验拉坯、彩绘等非遗技艺，甚至参与文创产品设计，将传统纹样应用 于现代家居用品。 "我们的研学游，说到底是做三件事：让孩子们触摸千年瓷脉，传承中国传统文化；带他们看传统技艺 如何与智能生产线结合，感受先进制造的魅力；并希望在他们心里播下一颗种子，激发其成为大国工匠 的激情。"华瓷股份董秘彭龙向《证券日报》记者表示，"当非遗技艺遇上年轻心灵，传统才能真正活在 当 ...

[Current Period Performance Forecast](index=1&type=section&id=Item%201.%20Current%20Period%20Performance%20Forecast) The company anticipates a 13.32% to 21.41% increase in H1 2025 revenue, alongside a significant decline in net profit, with non-recurring net profit turning to a loss Key Financial Performance Indicators | Item | Current Period | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | **Profit: 5.5 million CNY - 6.5 million CNY** | Profit: 14.60 million CNY | | | Year-over-year decrease: 62.33%-55.48% | | | **Net Profit After Deducting Non-Recurring Gains and Losses** | **Loss: 6.0 million CNY - 5.0 million CNY** | Profit: 14.64 million CNY | | | Year-over-year decrease: 141.00%-134.16% | | | **Basic Earnings Per Share (CNY/share)** | Profit: 0.0284 - 0.0336 | Profit: 0.10 | | **Operating Revenue (billion CNY)** | **2.10 - 2.25** | 1.85 | | | Year-over-year growth: 13.32%-21.41% | | [Communication with Accounting Firm](index=1&type=section&id=Item%202.%20Communication%20with%20Accounting%20Firm) The financial data presented in this performance forecast are preliminary estimates and remain unaudited by an accounting firm - The financial data related to this performance forecast have **not been audited** by an accounting firm[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=Item%203.%20Explanation%20of%20Performance%20Changes) The significant decline in H1 2025 performance is primarily due to persistently low live poultry sales prices in a sluggish market, despite revenue growth - The primary reason for the performance decline is the **sluggish live poultry market** during the reporting period, resulting in **lower live poultry sales prices**[5](index=5&type=chunk) - From January to June 2025, the company achieved a **13.32%-21.41% year-over-year operating revenue growth**, but experienced a **significant profit decline**, indicating a challenge of **increasing revenue without increasing profit**[5](index=5&type=chunk) [Other Relevant Information](index=1&type=section&id=Item%204.%20Other%20Relevant%20Information) This performance forecast is a preliminary estimate subject to uncertainty, with final financial data to be disclosed in the 2025 semi-annual report, and investors are advised to consider investment risks - This performance forecast is a **preliminary estimate** by the company's finance department, and the specific financial data will be subject to the **2025 semi-annual report**[7](index=7&type=chunk) - The company advises investors to make **cautious decisions** and be aware of **investment risks**[7](index=7&type=chunk)

Group 1 - The core viewpoint indicates that meat product prices are under pressure, leading to declining sales for breeding companies in June [1][2] - Wens Foodstuff reported sales of 104 million meat chickens in June, generating revenue of 2.288 billion yuan, with a chicken sales average price of 10.29 yuan/kg, showing month-on-month declines of 3.40%, 8.30%, and 4.28% respectively [1] - In June, Wens Foodstuff sold 3.0073 million pigs, with a revenue of 4.92 billion yuan and an average price of 14.39 yuan/kg, reflecting month-on-month changes of -4.69%, -7.57%, and -1.98% [1] Group 2 - New Hope reported sales of 1.33 million pigs in June, with a revenue of 1.871 billion yuan and an average price of 14.18 yuan/kg, showing month-on-month declines of 0.29%, 5.12%, and 2.81% respectively [1] - Juxing Agriculture announced sales of 419,900 pigs in June, with a revenue of 742 million yuan, and a 3.4% decrease in average price, while sales volume increased by 28% [2] - Xiangjia reported sales of 4.298 million live poultry in June, generating revenue of 68.1782 million yuan, with a significant decline in sales price due to market sluggishness [2] Group 3 - The industry is experiencing a seasonal consumption lull, with pig prices maintaining a fluctuating trend, and expectations for better performance in the second half of the year [2][3] - The report suggests that the supply of pigs will see limited growth by 2025, and high-quality pig enterprises may still achieve considerable profits [3] - The industry is currently operating at a marginal profit, with large pig enterprises focusing on increasing capacity utilization to reduce breeding costs [3]

| 证券代码：002982 | 证券简称：湘佳股份 | 公告编号：2025-042 | | --- | --- | --- | | 债券代码：127060 | 债券简称：湘佳转债 | | 月份 活禽销量（万只） 销售收入（万元） 活禽销售均价 （元/公斤） 当月 当年累计 当月 当年累计 2024 年 6 月 450.36 2,090.83 9,973.28 45,932.58 10.87 2024 年 7 月 421.15 2,511.98 8,870.50 54,803.08 10.65 2024 年 8 月 379.25 2,891.23 8,248.55 63,051.63 11.19 2024 年 9 月 386.97 3,278.20 8,370.10 71,421.73 11.04 2024 年 10 月 433.98 3,712.18 9,635.74 81,057.47 10.97 2024 年 11 月 385.06 4,097.24 8,200.65 89,258.12 10.54 2024 年 12 月 430.69 4,527.93 8,679.85 97,937.97 9.60 2 ...

湖南湘佳牧业股份有限公司 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管 指引第 15 号——可转换公司债券》的有关规定，湖南湘佳牧业股份有限公司（以 下简称"公司"）现将 2025 年第二季度可转换公司债券（以下简称"可转债"） 转股及公司股份变动的情况公告如下： | 证券代码：002982 | 证券简称：湘佳股份 | 公告编号：2025-041 | | --- | --- | --- | | 债券代码：127060 | 债券简称：湘佳转债 | | 关于 2025 年第二季度可转债转股情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： | 股票代码：002982 | | | | | 股票简称：湘佳股份 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 债券代码：127060 | | | | | 债券简称：湘佳转债 | | | | | | 转股价格：21.13 | 元/股 | | | | | | | | | | 转股时间：2 ...

| 121 | | --- | | 113 | | < | | 诚 | | 月長 | | 9 | 湖南湘佳牧业股份有限公司 2025 年跟踪评级报告 www.lhratings.com 1 联合〔2025〕3944 号 联合资信评估股份有限公司通过对湖南湘佳牧业股份有限公司 主体及其相关债券的信用状况进行跟踪分析和评估，确定维持湖南 湘佳牧业股份有限公司主体长期信用等级为 A+，维持"湘佳转债" 信用等级为 A+，评级展望为稳定。 特此公告 联合资信评估股份有限公司 评级总监： 三、本报告引用的资料主要由该公司或第三方相关主体提供，联合资 信履行了必要的尽职调查义务，但对引用资料的真实性、准确性和完整性 不作任何保证。联合资信合理采信其他专业机构出具的专业意见，但联合 资信不对专业机构出具的专业意见承担任何责任。 四、本次跟踪评级结果自本报告出具之日起至相应债券到期兑付日有 效；根据跟踪评级的结论，在有效期内评级结果有可能发生变化。联合资 信保留对评级结果予以调整、更新、终止与撤销的权利。 五、本报告所含评级结论和相关分析不构成任何投资或财务建议，并 且不应当被视为购买、出售或持有任何金融产品的推荐意见或保证 ...

Core Viewpoint - Hunan Xiangjia Animal Husbandry Co., Ltd. maintains a long-term credit rating of A+ for its main entity and the "Xiangjia Convertible Bond," with a stable outlook, reflecting its competitive advantages in the poultry supply chain and improved financial performance in 2024 [1][3][4]. Company Overview - The company operates as a comprehensive poultry supply chain provider, covering breeding, slaughtering, and sales, with a competitive edge in processing and cold chain logistics [3][5]. - As of the end of 2024, the company reported total assets of 41.67 billion yuan and equity of 18.07 billion yuan, with a total revenue of 42.04 billion yuan and a profit of 1.11 billion yuan [9][10]. Financial Performance - In 2024, the company achieved a revenue growth of 8.06% year-on-year, driven by a 16.22% increase in ice-fresh product sales, benefiting from expanded supermarket sales channels [5][20]. - The company turned a profit in 2024, with a total profit of 1.11 billion yuan, compared to a loss of 1.41 billion yuan in the previous year [4][21]. Debt and Capital Expenditure - The company's total debt increased by 14.99% by the end of 2024, influenced by significant capital expenditures for ongoing projects, leading to a heavier debt burden [6][10]. - As of March 2025, the company has ongoing projects requiring an additional investment of 413 million yuan, indicating potential financial pressure [6][10]. Industry Analysis - The poultry industry is experiencing fluctuations in demand and prices, with the average price of chicken feed decreasing by 11.05% in 2024, impacting overall production costs [14][16]. - The market for yellow-feathered chickens is expected to grow, driven by consumer demand for high-quality, healthy food, despite ongoing challenges such as feed cost volatility and food safety issues [16][17]. Competitive Position - The company has established a robust marketing system for ice-fresh poultry products, with a sales network covering 30 provinces and major clients including large supermarket chains [5][17]. - The industry is consolidating, with larger companies like Xiangjia gaining market share, as smaller producers exit or join cooperative systems [15][16].