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晓鸣股份(300967.SZ)发预增,预计2025年归母净利润7100万元至9200万元,增长58.43%至105.3%
智通财经网· 2026-01-26 08:00
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%。 ...
晓鸣股份发预增,预计2025年归母净利润7100万元至9200万元,增长58.43%至105.3%
Zhi Tong Cai Jing· 2026-01-26 07:56
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:预计2025年净利润同比增长58.43%-105.30%
Xin Lang Cai Jing· 2026-01-26 07:48
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。 ...
晓鸣股份(300967) - 2025 Q4 - 年度业绩预告
2026-01-26 07:42
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 ...
种源扰动与补栏分化并存,白鸡景气延续、蛋价弱稳待去化
KAIYUAN SECURITIES· 2026-01-26 02:44
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]
2025年白羽祖代更新量157万套,我国牛存栏已累计下降8.6%
Huaan Securities· 2026-01-25 07:45
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].
晓鸣股份:2025年年度报告及其摘要的预约披露日期为2026年4月16日
Zheng Quan Ri Bao Wang· 2026-01-22 13:12
证券日报网讯1月22日,晓鸣股份(300967)在互动平台回答投资者提问时表示,公司2025年年度报告 及其摘要的预约披露日期为2026年4月16日。 ...
晓鸣股份:厦门辰途、辰途第一产业基金共减持公司股份约186万股
Mei Ri Jing Ji Xin Wen· 2026-01-22 10:22
每经AI快讯,晓鸣股份1月22日晚间发布公告称,公司于近日收到公司股东厦门辰途、辰途第一产业基 金出具的《关于减持期限届满暨减持结果的告知函》,本次股份减持计划的减持时间已届满。厦门辰 途、辰途第一产业基金共减持公司股份约186万股。 每经头条(nbdtoutiao)——特朗普强要格陵兰岛,丹麦一养老基金率先清仓美债,美国资产全线下 跌!欧洲手握"金融核按钮",双方会"鱼死网破"吗?专家解读→ (记者 张明双) ...
晓鸣股份(300967) - 关于股东及其一致行动人减持计划实施时间届满暨减持结果的公告
2026-01-22 10:04
股东广州谢诺辰途股权投资管理有限公司——厦门辰途创业投资合伙企业 (有限合伙)及其一致行动人广州谢诺辰途股权投资管理有限公司——辰途第一 产业股权投资基金保证向本公司提供的信息内容真实、准确、完整,没有虚假记 载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 宁夏晓鸣农牧股份有限公司(以下简称"公司")于 2025 年 10 月 16 日披 露了《关于特定股东减持股份的预披露公告》(公告编号:2025-155),股东广 州谢诺辰途股权投资管理有限公司——厦门辰途创业投资合伙企业(有限合伙) (以下简称"厦门辰途")及其一致行动人广州谢诺辰途股权投资管理有限公司 ——辰途第一产业股权投资基金(以下简称"辰途第一产业基金")自上述公告 披露之日起 3 个交易日后的 3 个月内以集中竞价和/或大宗交易方式合计减持本 公司股份不超过 5,570,321 股(占当期公司总股本比例为 2.97%,占剔除当期回 购专用账户股份数量后公司总股本的 3.00%)。 证券代码:300967 证券简称:晓鸣股份 公告编号:2026-015 宁夏晓鸣农牧股份有限公司 关于股东及其一致行动 ...
晓鸣股份:公司2025年年度报告预约披露日期为2026年4月16日
Mei Ri Jing Ji Xin Wen· 2026-01-22 08:53
(文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:公司多久能够公布2025的年报? 晓鸣股份(300967.SZ)1月22日在投资者互动平台表示,公司2025年年度报告及其摘要的预约披露日期 为2026年4月16日。 ...