湖南湘佳牧业股份有限公司 2025 年 8 月份活禽销售情况简报 | 证券代码：002982 | 证券简称：湘佳股份 | 公告编号：2025-053 | | --- | --- | --- | | 债券代码：127060 | 债券简称：湘佳转债 | | 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、2025 年 8 月份活禽销售情况 1、上述财务数据均未经审计，可能与公司定期报告披露的数据存在一定差 异，敬请广大投资者谨慎决策，注意投资风险。 2、上述披露仅包含公司活禽销售情况，不包含其他业务。 3 、 公 司 指 定 的 信 息 披 露 媒 体 为 《 证 券 时 报 》 以 及 巨 潮 资 讯 网 （www.cninfo.com.cn），公司所有信息均以公司在上述媒体刊登的公告为准， 请广大投资者理性决策、谨慎投资、注意风险。 特此公告。 湖南湘佳牧业股份有限公司董事会 2025 年 9 月 9 日 湖南湘佳牧业股份有限公司（以下简称"公司"）2025 年 8 月份销售活禽 348.59 万只，销售收入 7,458.79 万元，销售均价 10.70 ...

湘佳股份(002982.SZ)发布公告，公司2025年8月份销售活禽348.59万只，销售收入7458.79万元，销售均 价10.70元/公斤，环比变动分别为-5.97%、46.85%、36.28%，同比变动分别 为-8.08%、-9.57%、-4.42%。 ...

人民财讯9月8日电，湘佳股份（002982）9月8日晚间公告，公司2025年8月份销售活禽348.59万只，销 售收入7458.79万元，销售均价10.70元/公斤，环比变动分别为-5.97%、46.85%、36.28%，同比变动分别 为-8.08%、-9.57%、-4.42%。2025年8月份公司活禽销售收入、销售均价环比变动较大，主要是2025年8 月活禽市场回暖导致销售单价上涨所致。 ...

Core Insights - The company Xiangjia Co., Ltd. (002982.SZ) reported sales of live poultry amounting to 3.4859 million units in August 2025, generating a revenue of 74.5879 million yuan [1] - The average selling price was 10.70 yuan per kilogram, with month-on-month changes of -5.97% in sales volume, +46.85% in revenue, and +36.28% in average price [1] - Year-on-year changes showed a decrease of -8.08% in sales volume, -9.57% in revenue, and -4.42% in average price [1] Sales Performance - Sales volume for live poultry in August 2025 was 3.4859 million units [1] - Revenue from sales reached 74.5879 million yuan [1] - Average selling price per kilogram was recorded at 10.70 yuan [1] Month-on-Month Changes - Sales volume decreased by 5.97% compared to the previous month [1] - Revenue increased by 46.85% month-on-month [1] - Average selling price rose by 36.28% compared to the previous month [1] Year-on-Year Changes - Sales volume declined by 8.08% compared to the same month last year [1] - Revenue decreased by 9.57% year-on-year [1] - Average selling price fell by 4.42% compared to the same month last year [1]

湘佳股份公告，2025年8月份公司销售活禽348.59万只，销售收入7458.79万元，销售均价10.7元/公斤。 环比变动分别为-5.97%、46.85%、36.28%，同比变动分别为-8.08%、-9.57%、-4.42%。2025年8月份公 司活禽销售收入、销售均价环比变动较大，主要是2025年8月活禽市场回暖导致销售单价上涨所致。 ...

Market Overview - The aquaculture sector experienced a decline of 1.98% on September 3, with *ST Tianshan leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Stock Performance - Key stocks in the aquaculture sector showed significant declines, with *ST Tianshan closing at 8.46, down 4.94% on a trading volume of 86,700 shares and a transaction value of 73.35 million yuan [1] - Other notable declines included: - Xiaoming Co., down 3.65% to 24.31 [1] - Fucheng Co., down 3.43% to 5.07 [1] - Lihua Co., down 3.36% to 18.96 [1] - Juxing Agriculture, down 3.27% to 20.38 [1] Capital Flow - The aquaculture sector saw a net outflow of 329 million yuan from institutional investors, while retail investors contributed a net inflow of 294 million yuan [1] - The following stocks had notable capital flows: - Jingjidu Agriculture had a net inflow of 23.77 million yuan from institutional investors, but a net outflow from retail investors of 17.67 million yuan [2] - Huaying Agriculture saw a net inflow of 11.67 million yuan from institutional investors, with retail investors also experiencing a net outflow [2] - Wens Foodstuff Group had a minor net inflow of 6.37 million yuan from institutional investors, but retail investors faced a net outflow of 10.48 million yuan [2]

Investment Rating - The report indicates a positive outlook for the agriculture, forestry, animal husbandry, and fishery sectors, with a focus on improving profitability driven by declining feed costs and increased production scale [1][11]. Core Insights - The overall agricultural sector has seen a revenue increase of 6.12% year-on-year in H1 2025, reaching 614.8 billion yuan, with a significant profit increase of 198% to 27 billion yuan, primarily due to the recovery of the pig farming sector [1][11]. - The pig farming sector is experiencing a seasonal price decline, yet remains profitable due to reduced feed costs and increased production efficiency [2][28]. - The poultry farming sector has shown mixed performance, with revenue slightly declining by 0.29% in H1 2025, but net profit improved by 6.43% due to lower costs [3][21]. - The seed sector reported a revenue increase of 5.05% in H1 2025, although net profit turned negative, indicating challenges in seed sales due to falling grain prices [4][21]. Summary by Sections Industry Overview - Feed prices have been on a downward trend, improving overall farming costs. Pig prices have remained stable year-on-year, while poultry prices have been low but profitable across the supply chain. The agricultural product supply-demand balance is easing, with major product prices at low levels [1][11]. - In H1 2025, the sector achieved revenues of 614.8 billion yuan and net profits of 27 billion yuan, with significant contributions from the pig farming sector [1][11]. Pig Farming - In 2024, pig supply is expected to decrease, with prices showing seasonal trends. Despite a decline in prices post-October, the sector remains profitable. In Q1 2025, the average price was 15.01 yuan/kg, up 3.90% year-on-year, while Q2 saw a price drop to 14.56 yuan/kg, down 10.94% year-on-year [2][28]. - The pig farming sector generated revenues of 248.6 billion yuan in H1 2025, a 15.67% increase, with net profits soaring by 1551% to 17.1 billion yuan [2][28]. Poultry Farming - The poultry sector's revenue in H1 2025 was 33.7 billion yuan, a slight decline of 0.29%, but net profit increased by 6.43% to 1 billion yuan due to lower costs [3][21]. - The white feather chicken segment remains stable despite low prices, while the yellow feather chicken segment is recovering from previous losses [3][21]. Seed Sector - The seed sector reported revenues of 8.87 billion yuan in H1 2025, a 5.05% increase, but net profit turned negative, indicating challenges in the market [4][21].

Market Overview - On August 28, the aquaculture sector declined by 0.5% compared to the previous trading day, with Xiangjia Co., Ltd. leading the decline [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Stock Performance - Notable gainers in the aquaculture sector included: - Pangming Co., Ltd. (300967) with a closing price of 25.00, up 5.22% on a trading volume of 292,800 shares and a transaction value of 722 million [1] - ST Tianshan (300313) closed at 9.03, up 2.03% with a trading volume of 68,400 shares and a transaction value of 61.39 million [1] - Major decliners included: - Xiangjia Co., Ltd. (002982) closed at 15.46, down 2.15% with a trading volume of 95,000 shares and a transaction value of 1.47 million [2] - Yike Food (301116) closed at 11.37, down 2.07% with a trading volume of 97,800 shares and a transaction value of 111 million [2] Capital Flow - The aquaculture sector experienced a net outflow of 275 million from institutional investors, while retail investors saw a net inflow of 16.14 million [2] - Notable capital flows included: - Pangming Co., Ltd. (300967) had a net outflow of 33.31 million from institutional investors, while retail investors had a net inflow of 4.67 million [3] - Huaying Agriculture (002321) saw a net inflow of 22.95 million from institutional investors, but a net outflow of 22.80 million from retail investors [3]

Group 1 - The poultry concept sector rose by 2.87%, ranking second in terms of increase among concept sectors, with 20 stocks rising, including Xiaoming Co., Tianma Technology, and Jingji Zhino, which increased by 10.34%, 8.15%, and 6.16% respectively [1][2] - The leading stocks in terms of net inflow of main funds include Xiaoming Co. with a net inflow of 71.28 million yuan, followed by Huadong Co., Tianma Technology, and Tiankang Biological with net inflows of 49.64 million yuan, 47.57 million yuan, and 35.89 million yuan respectively [1][2] - The main fund inflow rates for leading stocks are Huadong Co. at 12.51%, Guanghong Holdings at 11.56%, and Xiaoming Co. at 9.64% [2][3] Group 2 - The overall market performance shows that the poultry sector is gaining traction, with significant interest from main funds, indicating a positive sentiment towards the industry [1][2] - Stocks such as Jinlongyu, Yike Foods, and Shuanghui Development experienced declines of 0.84%, 0.25%, and 0.24% respectively, highlighting some volatility within the sector [1][3] - The trading volume and turnover rates for leading stocks in the poultry sector suggest active trading, with Xiaoming Co. having a turnover rate of 24.77% [2][3]

Market Performance - The three major indices showed mixed results, with the Shanghai Composite Index down 0.39%, the Shenzhen Component Index up 0.26%, and the ChiNext Index down 0.76% [2] - Over 2,700 stocks rose in the two markets, with a total trading volume of approximately 2.68 trillion yuan [3] Apple Supply Chain Stocks - Apple-related stocks experienced significant movements, with GoerTek (002241.SZ) and Lingyi iTech (002600.SZ) rising by 10%, and Luxshare Precision (002475.SZ) increasing by over 6% [3] - GoerTek, as a leading player in the Apple supply chain, has benefited from the AI wave, achieving six consecutive quarters of year-on-year growth in net profit attributable to shareholders from Q1 2024 to Q2 2024 [3] Consumer Electronics Sector - The high demand in the consumer electronics sector is attributed to both AI stimulation and domestic "national subsidy" policies, which are reviving mid-range consumption and driving structural recovery in mobile phones and tablets [3] Livestock Industry - Livestock stocks showed strong performance, with Xiaoming Co. (300967.SZ) rising over 10% and Muyuan Foods (002714.SZ) increasing by over 7% [3] - The National Development and Reform Commission reported that the average pig-to-grain price ratio fell below 6:1, entering a warning zone, prompting the government to initiate central frozen pork reserves [4] Gaming Sector - The gaming sector saw positive movements, with 37 Interactive Entertainment (002555.SZ) rising by 10% and other companies like Digital Soul (603258.SZ) and Giant Network (002558.SZ) also increasing [4] - A report from Guotai Junan highlighted that the National Press and Publication Administration approved a record 166 domestic online games on August 25, 2025, indicating a stable approval rhythm and a rich supply of gaming products [4] Beauty and Personal Care Sector - The beauty and personal care sector performed well, with Shuiyang Co. (300740.SZ) rising over 10% and other companies like Proya Cosmetics (603605.SH) and Huaxi Biological (688363.SH) also increasing [5] - According to a report from Dongfang Securities, the domestic cosmetics industry is entering a phase of steady and high-quality development, driven by economic growth, demographic shifts, cultural confidence, and the rise of domestic brands [5] Declining Sectors - The banking, securities, and semiconductor sectors faced declines, with companies like Chipone Technology (688521.SH) dropping over 9% and Haiguang Information (688041.SH) down over 6% [5] - The military and rare earth sectors also weakened, with China Rare Earth (000831.SZ) and Northern Rare Earth (600111.SH) falling nearly 7% [5]