Investment Rating - The report maintains a positive investment rating for the pig farming sector, recommending continued investment in this area due to low valuations and expected profitability [4]. Core Insights - The report highlights a rebound in pig prices to 13 CNY/kg, with self-breeding and self-raising operations achieving profitability for two consecutive weeks [4]. - The white feather breeding stock update for 2025 is projected at 1.5742 million sets, with a year-on-year increase of 4.9% [5]. - The pet food market in urban China is expected to reach 312.6 billion CNY in 2025, growing by 4.1% year-on-year [6]. Summary by Sections Pig Farming - Pig prices have rebounded to 13 CNY/kg, with a week-on-week increase of 0.7%. The average weight of pigs at slaughter has risen to 128.89 kg, with a decrease in the proportion of heavier pigs [4]. - The profitability of self-breeding and self-raising operations has reached 43.35 CNY per head, marking a significant recovery since December 2025 [4]. - The report forecasts a new wave of price declines post-Spring Festival, indicating potential capacity reduction in the pig farming industry [4]. Poultry Farming - The white feather breeding stock update for 2025 is 1.5742 million sets, with 55% from self-breeding and 45% from imports. The price of yellow feather chicken has increased by 2.6% week-on-week [5]. - The average price of chicken products is reported at 9,250 CNY/ton, with a slight year-on-year decrease of 0.5% [5]. Pet Industry - The urban pet market is projected to grow to 312.6 billion CNY in 2025, with dog and cat markets at 160.6 billion CNY and 152.0 billion CNY, respectively [6]. - The number of pet dogs and cats in urban areas is expected to reach 126.32 million, with a year-on-year growth of 1.8% [8]. - Pet food remains the primary consumption category, accounting for 53.7% of the market share, with a projected market size of approximately 167.9 billion CNY in 2025 [8].

Group 1 - Huakang Clean announced it is the first candidate for the bid of the Wuhan First Hospital expansion project with a bid amount of 54.88 million yuan and a construction period of 120 days [1] - Hualing Steel's subsidiary plans to invest 449.88 million yuan in a major overhaul project for its coking plant, aiming to address aging issues and restore production capacity over a 19-month construction period [2] - Yinjia Technology expects a net loss of 140 million to 110 million yuan for 2025, compared to a loss of 129 million yuan in the previous year [3] Group 2 - Guochuang High-tech forecasts a net profit of 16 million to 24 million yuan for 2025, recovering from a loss of 58.52 million yuan in the previous year [4] - Shiyi Da anticipates a net profit increase of 31 million to 46 million yuan for 2025, turning around from a loss of 23.41 million yuan last year [5] - Lijun Co. expects a net profit of 48 million to 66 million yuan for 2025, representing a decline of 45.05% to 60.03% compared to the previous year [7] Group 3 - Xindian Pharmaceutical plans to repurchase shares worth 25 million to 50 million yuan for employee stock ownership plans or equity incentives, with a maximum repurchase price of 42 yuan per share [6] - Jingchen Co. has set the initial transfer price for its shares at 82.85 yuan per share, with a total of 13.1 million shares to be transferred to 28 institutional investors [8] - Zejing Pharmaceutical received approval for clinical trials of its innovative cancer immunotherapy drug ZG005 in combination with platinum-based chemotherapy for advanced nasopharyngeal and esophageal squamous cell carcinoma [9] Group 4 - Xingqi Eye Medicine expects a net profit of 662 million to 749 million yuan for 2025, marking a growth of 95.82% to 121.56% compared to the previous year [10] - Liancheng Precision anticipates a net loss of 12 million to 17 million yuan for 2025, reducing its loss from 37.96 million yuan in the previous year [11] - Beidou Star expects a net loss of 230 million to 290 million yuan for 2025, improving from a loss of 350 million yuan last year [13] Group 5 - Qing Shan Paper's affiliate won a bid for a wastewater treatment project worth 51.9 million yuan [15] - Yiling Pharmaceutical forecasts a net profit of 1.2 billion to 1.3 billion yuan for 2025, recovering from a loss of 725 million yuan in the previous year [16] - Huahai Pharmaceutical received a drug registration certificate for its product used in treating depression and obsessive-compulsive disorder [23] Group 6 - Nanjing Panda expects a net profit of 10 million to 15 million yuan for 2025, turning around from a loss of 189 million yuan last year [40] - Rui Sheng Intelligent anticipates a net profit of 33.92 million to 38.40 million yuan for 2025, representing a growth of 112% to 140% compared to the previous year [41] - Jiechang Drive expects a net profit of 395 million to 437 million yuan for 2025, with a growth of 40% to 55% compared to the previous year [43]

经济观察网2026年1月22日，湘佳股份（002982）发布2025年度业绩预告，预计2025年净利润3200万元 至4100万元，同比下降58.20%至67.38%；扣除非经常性损益后的净利润2100万元至2700万元，同比下 降77.33%至82.37%。 ...

2025年度，公司主营业务保持稳健增长，特别是冰鲜业务表现突出。但受行业周期波动影响，产品价格 同比下滑，导致公司经营业绩同比下降，主要体现在：1、2025年度活禽市场低迷，公司活禽销售均价 9.82元/公斤，同比下降8.91%，活禽板块盈利同比下降。2、其他业务方面，报告期内生猪、蛋禽板块 的销售价格同比也出现不同程度下滑，熟食板块产能尚未完全释放。 格隆汇1月22日丨湘佳股份(002982.SZ)公布，预计2025年归属于上市公司股东的净利润3,200万元─4,100 万元，比上年同期下降58.20%─67.38%，扣除非经常性损益后的净利润2,100万元─2,700万元，比上年 同期下降77.33%─82.37%。 ...

Core Viewpoint - The company Xiangjia Co., Ltd. (002982.SZ) forecasts a significant decline in net profit for the year 2025, with expectations of a decrease between 58.20% and 67.38% compared to the previous year [1] Financial Performance - The projected net profit attributable to shareholders is estimated to be between 32 million and 41 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be between 21 million and 27 million yuan, reflecting a year-on-year decline of 77.33% to 82.37% [1] Business Operations - The company's main business continues to show steady growth, particularly in the fresh ice business, which has performed well [1] - However, the overall operating performance is impacted by industry cyclical fluctuations, leading to a year-on-year decline in product prices [1]

湘佳股份（002982）(002982.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润3200 万元─4100万元，同比下降58.20%─67.38%;扣除非经常性损益后的净利润2100万元─2700万元，同比下 降77.33%─82.37%。 2025年度，公司主营业务保持稳健增长，特别是冰鲜业务表现突出。但受行业周期波动影响，产品价格 同比下滑，导致公司经营业绩同比下降。 ...

人民财讯1月22日电，湘佳股份（002982）1月22日公告，预计2025年实现归母净利润3200万元—4100万 元，同比下降58.20%—67.38%。2025年度，公司主营业务保持稳健增长，特别是冰鲜业务表现突出。 但受行业周期波动影响，产品价格同比下滑，导致公司经营业绩同比下降，主要体现在：2025年度活禽 市场低迷，公司活禽销售均价9.82元/公斤，同比下降8.91%，活禽板块盈利同比下降；其他业务方面， 报告期内生猪、蛋禽板块的销售价格同比也出现不同程度下滑，熟食板块产能尚未完全释放。 ...

湘佳股份1月22日公告，预计2025年度归母净利润3200万元─4100万元，同比下降58.20%─67.38%。该 公司称，2025年度，公司主营业务保持稳健增长，特别是冰鲜业务表现突出。但受行业周期波动影响， 产品价格同比下滑，导致公司经营业绩同比下降。 ...

二、与会计师事务所沟通情况 | | | 湖南湘佳牧业股份有限公司 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、本期业绩预计情况 1．业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 2.预计的经营业绩：ð 扭亏为盈 ð 同向上升 √同向下降 | 项 | 目 | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | 盈利：3,200 万元 | 万元─4,100 | 盈利：9,809.73 | 万元 | | | | 比上年同期下降：58.20%─67.38% | | | | | 扣除非经常性损 益后的净利润 | | 盈利：2,100 万元 | 万元─2,700 | 盈利：11,909.19 | 万元 | | | | 比上年同期下降：77.33%─82.37% | | | | | 基本每股收益 | | 盈利：0.17 元/股 | 元/股─0.22 | 盈利：0.69 | 元/股 | 四、风险提示 本次业绩预 ...

湘佳股份公告，预计2025年度净利润为3200万元─4100万元，同比下降58.20%─67.38%。2025年度，公 司主营业务保持稳健增长，特别是冰鲜业务表现突出。但受行业周期波动影响，产品价格同比下滑，导 致公司经营业绩同比下降，主要体现在：1、2025年度活禽市场低迷，公司活禽销售均价9.82元/公斤， 同比下降8.91%，活禽板块盈利同比下降。2、其他业务方面，报告期内生猪、蛋禽板块的销售价格同 比也出现不同程度下滑，熟食板块产能尚未完全释放。 ...