Core Viewpoint - Xiaoming Co. expects a net profit of 71 million to 92 million yuan for the fiscal year 2025, representing a year-on-year growth of 58.43% to 105.3% [1] Group 1: Company Performance - The company's performance growth is attributed to four consecutive years of profitability in the egg-laying chicken industry [1] - The anticipated "dual impact" of volume and price increases is expected to contribute to the company's growth [1] - The company's ability to release production capacity and manage costs effectively is highlighted as a key factor in its performance [1] Group 2: Industry Outlook - The egg-laying chicken industry is expected to continue its upward trend, which supports the company's optimistic profit forecast [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000735 | 罗牛山 | 7.91 | -1.86% | 39.48万 | 3.13亿 | | 603717 | 天域生物 | 7.76 | -1.40% | 8.33万 | 6470.51万 | | 600965 | 福成股份 | 6.39 | -0.31% | 19.08万 | 1.21亿 | | 002982 | 湘佳股份 | 14.33 | 0.49% | - 3.53万 | 5034.06万 | | 300498 | 温氏股份 | 15.75 | 0.70% | 74.07万 | 11.60亿 | | 002746 | 仙坛股份 | 6.36 | 0.79% | 20.55万 | 1.30亿 | | 300761 | 立华股份 | 19.73 | 0.82% | 10.89万 | 2.12亿 | | 002321 | 华英农业 | 2.46 | 0.82% | 55.88万 | 1.36亿 | | 300313 | *ST天山 | 9 ...

资金面上，该股今日主力资金净流出36.51万元，近5日资金净流出1170.03万元。最新（1月23日）两融 余额1.13亿元，其中，融资余额1.12亿元，环比前一交易日增长0.42%，近5日融资余额累计增长 5.59%。（数据宝） （文章来源：证券时报网） 晓鸣股份（300967）1月26日发布2025年业绩预增公告，预计实现净利润为7100.00万元~9200.00万元， 净利润同比增长58.43%~105.30%。 证券时报·数据宝统计显示，晓鸣股份今日收于20.90元，上涨4.03%，日换手率为10.87%，成交额为2.77 亿元，近5日上涨2.35%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布后当日股 价上涨的占比62.11%，股价发布当日股价涨停的有12家。预告发布后5日股价上涨的占比64.21%。 ...

2025 年上半年，受蛋鸡养殖行业连续四年保持盈利的积极影响，养殖场（户）盈利丰厚，资金相对充 裕，补栏扩产积极性显著提升，推动公司核心产品商品代鸡苗需求旺盛，呈现"量价齐升"态势。一方面 公司提前布局的产能持续释放，满足了市场高峰的需求，支撑了销量增长；另一方面公司通过管理优化 形成了有效的成本管控机制，巩固了盈利空间。随着养殖户延迟淘汰、强制换羽等行为驱动，在产蛋鸡 存栏量持续高于供需平衡点水平，2025 年春节过后，鸡蛋价格进入震荡下行通道，蛋鸡养殖由盈转 亏。进入下半年，随着蛋鸡养殖亏损周期的逐渐延长，养殖户补栏积极性明显减弱，对后市预期趋向谨 慎和观望，导致鸡苗订单量减少且价格承压。总之，2025 年全年公司累计销售鸡产品约 27,839.53 万 羽，归属于上市公司股东的净利润 7,100～9,200 万元，同比增长 50%以上。 格隆汇1月26日丨晓鸣股份(300967.SZ)公布，预计2025年归属于上市公司股东的净利润7,100万元～ 9,200万元，比上年同期增长58.43%～105.30%，扣除非经常性损益后的净利润6,550万元～8,505万元， 比上年同期增长91.85%～149.1 ...

智通财经APP讯，晓鸣股份(300967.SZ)披露2025年年度业绩预告，公司预计归属于上市公司股东的净利 润7100万元至9200万元，同比增长58.43%至105.30%;扣除非经常性损益后的净利润6550万元至8505万 元，同比增长91.85%至149.12%。 ...

晓鸣股份（300967）(300967.SZ)披露2025年年度业绩预告，公司预计归属于上市公司股东的净利润 7100万元至9200万元，同比增长58.43%至105.30%;扣除非经常性损益后的净利润6550万元至8505万元， 同比增长91.85%至149.12%。 ...

晓鸣股份公告，预计2025年度净利润为7100万元至9200万元，同比增长58.43%至105.30%。报告期内， 公司业绩增长受益于蛋鸡行业连续四年盈利及叠加的行业可能持续上行的预期，形成的"量价双击"效 应，以及自身产能释放、成本等企业管控能力的综合体现。 ...

2025 年年度业绩预告 证券代码：300967 证券简称：晓鸣股份 公告编号：2026-016 宁夏晓鸣农牧股份有限公司 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、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 （1）以区间数进行业绩预告的 单位：万元 | 项目 | 本报告期 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东的 | | 7,100 | ～ | 9,200 | 4,481.34 | | 净利润 | 比上年同期增长 | 58.43% | ～ | 105.30% | | | 扣除非经常性损益后的 | | 6,550 | ～ | 8,505 | 3,414.04 | | 净利润 | 比上年同期增长 | 91.85% | ～ | 149.12% | | 二、与会计师事务所沟通情况 公司就业绩预告有关事项已与年报审计会计师事务所进行预沟通，公司与 ...

Investment Rating - Investment rating: Positive (maintained) [1] Core Insights - The report highlights supply pressures in the poultry industry, particularly due to overseas avian influenza affecting domestic breeding, leading to a temporary halt in the introduction of grandparent stock, which supports white feather broiler prices in the short term [3][13][19] - The demand for yellow feather broilers is under pressure due to seasonal demand decline and reduced restocking, with prices expected to rebound slightly due to pre-festival demand but remain generally weak [4][28] - Egg prices continue to decline, with high inventory levels prompting accelerated culling of hens, which may provide some support for future egg prices [36] Summary by Sections White Feather Broilers - December 2025 national average sales price for white feather broilers was 7.44 yuan/kg, up by 0.31 yuan/kg month-on-month, with a loss of 0.26 yuan per bird, an increase of 0.75 yuan [3][13] - The total stock of white feather grandparent stock at the end of December was 2.3377 million sets, up by 11.3% month-on-month, with parent stock at 36.9395 million sets, up by 0.1% [15][19] Yellow Feather Broilers - December average sales price for medium-speed yellow feather broilers was 11.77 yuan/kg, down by 3.07% month-on-month, with parent stock sales down by 10.43% [4][28] - Total stock of yellow feather grandparent stock at the end of December was 2.7411 million sets, down by 1.03% month-on-month [4][28] Egg Production - December egg price was 2.89 yuan/kg, down by 0.79% month-on-month, with egg-laying hen profit at -26.60 yuan per bird, an increase of 1.80 yuan [36] - The total stock of laying hens at the end of December was 1.295 billion, down by 0.92% month-on-month, but up by 7.11% year-on-year [36] Sales Performance - December sales volume of white feather chick seedlings was 408 million, remaining stable month-on-month, with parent stock sales up by 17.56% [15][38] - December chicken meat sales varied, with Xiantan Co. reporting a sales volume of 51,200 tons, down by 3.08% month-on-month, but revenue increased by 9.56% [51] - December sales volume of yellow feather broilers varied, with Wens Foodstuffs reporting a sales volume of 109 million birds, down by 7.06% month-on-month [56]

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].