| 人民币千元 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资 | | 资金占用方 | 占用方与 | 上市公司核 | 2025年半年度 | | 占用累计 | | 度 | 2025年半年度 | | | 度 | 占用 | 占用性 | | | | | | | | | | | 金占用 | 名称 | | 上市公司的 | 算的会计科 | 期初占用 | 发生金额 | | | 占用资金 | 偿还累计 期末占 | | | 用 | 形成原因 | 质 | | | | | | | | | | | | | | 关联关系 | 目 | 资金余额 | | | 的利息 | | 发生金额 | | | | | | | | | （不含利息） | （如有） | | | 资金余额 | | | 现大股东及 | | | | | | | | | | | | | 用 | 不适用 - | | 不适用 - - | 不适 - | | - 不适用 | 不适用 | | | | | | 其附属企业 | | | ...

Summary of Key Points Core Viewpoint The company, Yihai Kerry Arawana Holdings Co., Ltd. (referred to as "the company"), has completed certain fundraising projects and decided to permanently supplement its working capital with the remaining funds. This decision is based on the company's operational needs and aims to enhance the efficiency of fund utilization while complying with relevant regulations. Fundraising Basic Information - The company raised a total of RMB 1,393,349.03 thousand through its initial public offering, with a net amount of RMB 1,369,293.81 thousand after deducting issuance costs [1][2]. - The funds were deposited in a dedicated account and managed according to regulatory requirements [3][4]. Fund Usage and Balance - As of June 30, 2025, the company has utilized RMB 11,527,831 thousand of the raised funds, with a remaining balance of RMB 2,486,392 thousand [2][3]. - The remaining funds include interest income and investment returns, with RMB 165,003.51 thousand in the dedicated account [5][6]. Completion of Fundraising Projects - The company has completed several fundraising projects, including the "Yihai Kerry Grain and Oil Processing Port Comprehensive Project" and various processing projects in Hefei and other locations [6][7]. - The total investment for these projects was RMB 3,452,938 thousand, with a cumulative investment of RMB 3,365,099 thousand, resulting in a surplus of RMB 94,373.55 thousand [7]. Reasons for Fund Surplus - The surplus in fundraising was attributed to strict adherence to management regulations, effective cost control, and efficient project execution [7][8]. Plan for Surplus Fund Usage - The company plans to use the surplus funds to permanently supplement its working capital, supporting its production and operational needs [8]. Impact of Surplus Fund Usage - The decision to use surplus funds for working capital is seen as beneficial for improving fund utilization efficiency and aligns with the company's long-term development goals [8][9]. Review Procedures and Opinions - The board of directors and the supervisory board have unanimously agreed on the decision to conclude the fundraising projects and utilize the surplus funds, confirming compliance with legal and regulatory requirements [9][10].

Summary of Key Points Core Viewpoint - The company, Yihai Kerry Arawana Holdings Co., Ltd. (referred to as "Jinlongyu"), has decided to postpone certain fundraising investment projects while maintaining the original investment purposes and scales, ensuring no adverse impact on the company's normal operations [1][8]. Group 1: Fundraising Overview - The company raised a total of RMB 1,369,293.81 million from its initial public offering, with net proceeds after deducting issuance costs amounting to RMB 1,369,293.81 million [1]. - As of June 30, 2025, the company has utilized RMB 1,182,506.05 million of the raised funds, with RMB 248,639.15 million remaining unutilized [2][4]. Group 2: Project Implementation Status - The company has invested RMB 1,181,918.11 million directly into projects, including RMB 339,502.11 million from self-raised funds [2]. - The total investment amount for various projects is RMB 17,467,417 thousand, with RMB 13,692,938 thousand allocated for fundraising projects [4]. Group 3: Postponement Details - The projects "Food Processing Project of Yihai Kerry (Qingdao) Food Co., Ltd." and "Oil Pressing and Refining Project" in Kunming have been postponed to December 31, 2027 [6][8]. - The postponement is based on the actual construction progress and aims to ensure the effective use of raised funds without changing the project scope or harming shareholder interests [8][9]. Group 4: Impact of Postponement - The postponement is a prudent decision that does not alter the investment project’s implementation subject, fundraising purposes, or investment scale, and is not expected to have a significant adverse impact on the company's operations [8][9]. - The company will enhance supervision of project progress to align with the new timeline and maximize benefits for all investors [8]. Group 5: Internal Review Process - The postponement was approved by the company's board of directors and supervisory board, confirming compliance with relevant laws and regulations [9]. - Both boards concluded that the decision aligns with the company's operational status and long-term development plans, ensuring no harm to shareholder interests [9].

Core Insights - A significant number of A-share listed companies have reported substantial earnings growth in their semi-annual reports, with many companies showing impressive performance [1][3][4] Group 1: Company Performance - Zhenray Technology reported a net profit increase of 1006.99% and a revenue growth of 73.64% year-on-year, driven by a surge in its main business income [3] - Pengding Holdings achieved a revenue of 16.375 billion yuan, up 24.75% year-on-year, and a net profit of 1.233 billion yuan, reflecting a 57.22% increase [3] - Jinlongyu's revenue reached 115.682 billion yuan, a 5.67% increase, with a net profit of 1.756 billion yuan, up 60.07% [4] - Zhuhai Group's total revenue was 10.412 billion yuan, growing 14.89%, and its net profit increased by 57.83% to 585 million yuan [4] - Kweichow Moutai reported total revenue of 91.094 billion yuan, a 9.16% increase, and a net profit of 45.403 billion yuan, up 8.89% [6] Group 2: Strategic Developments - Zhenray Technology is focusing on strategic emerging industries such as commercial aerospace and deep-sea technology, leveraging its technological advantages and strong customer service [3] - Kweichow Moutai is enhancing its international market presence, with overseas revenue of approximately 2.9 billion yuan, accounting for 3.24% of total revenue, and increasing its foreign distributor count to 115 [6] Group 3: Turnaround Stories - Zhongke Sanhuan reported a revenue of 2.922 billion yuan, down 11.17%, but turned a profit of 44 million yuan compared to a loss of 72 million yuan in the previous year [9] - Yangfan New Materials achieved a revenue of 473 million yuan, up 47.9%, and turned a loss of 21.24 million yuan into a profit of 23.14 million yuan [9] - Haineng Technology reported a revenue of 136 million yuan, a 34.87% increase, and a net profit of 547,150 yuan, recovering from a loss of 1.401 million yuan in the previous year [9]

Core Viewpoint - The article highlights the significant performance growth of several A-share listed companies in their semi-annual reports, with notable increases in net profits and revenues, indicating a positive trend in the market. Group 1: Company Performance Highlights - Zhenray Technology reported a net profit increase of 1006.99% and a revenue growth of 73.64% year-on-year, driven by substantial growth in its main business [3][2] - Pengding Holdings achieved a revenue of 16.375 billion yuan, up 24.75% year-on-year, and a net profit of 1.233 billion yuan, reflecting a 57.22% increase [3] - Jinlongyu's revenue reached 115.682 billion yuan, a 5.67% increase, with a net profit of 1.756 billion yuan, up 60.07% [4] - Zhuhai Group's revenue was 10.412 billion yuan, growing 14.89%, and its net profit increased by 57.83% to 585 million yuan [4] - Kweichow Moutai reported total revenue of 91.094 billion yuan, a 9.16% increase, and a net profit of 45.403 billion yuan, up 8.89% [6][5] Group 2: Strategic Developments - Zhenray Technology is focusing on emerging industries such as commercial aerospace and low-altitude economy, leveraging its technological advantages and strong customer relationships to drive growth [3] - Kweichow Moutai is enhancing its digital marketing through the "i Moutai" platform, which generated 10.76 billion yuan in revenue, contributing to brand rejuvenation and increased user engagement [7] - The company is also expanding its international market presence, with overseas revenue of approximately 2.9 billion yuan, accounting for 3.24% of total revenue [7] Group 3: Turnaround Stories - Zhongke Sanhuan reported a revenue of 2.922 billion yuan, down 11.17%, but achieved a net profit of 44 million yuan, recovering from a loss of 72 million yuan in the previous year [9] - Yangfan New Materials saw a revenue increase of 47.9% to 473 million yuan and turned a loss of 21.24 million yuan into a profit of 23.14 million yuan [9] - Haineng Technology achieved a revenue of 136 million yuan, up 34.87%, and a net profit of 547,150 yuan, recovering from a loss of 1.401 million yuan [10]

Core Viewpoint - The company, Jinlongyu, reported significant growth in its financial performance for the first half of 2025, with notable increases in revenue, net profit, and cash flow, indicating a strong recovery and operational efficiency [2][3]. Financial Performance - The company achieved a revenue of 1156.82 billion yuan, a year-on-year increase of 5.67% [2][3]. - The net profit attributable to shareholders was 17.56 billion yuan, reflecting a substantial growth of 60.07% compared to the previous year [2][3]. - The net cash flow from operating activities reached 146.25 billion yuan, marking an impressive increase of 793.97% [2][3]. - In the second quarter, the net profit saw a remarkable year-on-year growth of 261% [2]. Business Segments - The kitchen food segment experienced a revenue growth of 2.69%, with an increase in gross margin by 0.8 percentage points [4]. - The feed raw materials and oil technology segment benefited from favorable procurement and sales strategies, resulting in a revenue increase of 10.81% and a gross margin increase of 3.25 percentage points [4]. Product Strategy - The company has launched customized products, such as "MM Organic Millet," to enhance market share and meet consumer demands [4][5]. - Collaborations with major retailers like Sam's Club and Walmart for customized products are seen as a strategic move to leverage consumer preferences and improve product offerings [5]. Market Trends - The company recognizes a long-term trend of consumption upgrading, with increasing consumer demand for health and high-quality products [8][9]. - The edible oil sector is expected to see growth through packaging, branding, and premiumization, while the rice industry will focus on brand integration and high-end product development [8]. Future Outlook - Jinlongyu aims to accelerate its presence in the health sector by integrating traditional dietary concepts into product innovation, offering items like low GI rice and functional noodles [9]. - The company plans to enhance its supply chain management to ensure product safety and quality, aligning with the growing consumer demand for nutritious and diverse food options [9].

报告期内，厨房食品的销量有所增长，主要是因为公司销售渠道和网络的持续拓展，以及新工厂产能释 放带来的销量增长。另外，厨房食品的利润同比上涨，主要得益于面粉和大米业务的业绩较上年同期明 显改善，面粉和大米的业绩改善主要归因于原料价格同比下降以及良好的原料采购和产品营销策略。 报告期内，营业收入较上年同期增长，主要是因为厨房食品、饲料原料及油脂科技产品的销量较上年同 期均有所增加。 智通财经APP讯，金龙鱼(300999.SZ)发布2025年半年度报告，报告期内，公司实现营业收入1,156.82亿 元，同比增加5.67%；归属于上市公司股东的净利润17.56亿元，同比增长60.07%；实现归属于上市公司 股东的扣除非经常性损益的净利润13.89亿元，同比增长764.33%。 报告期内，饲料原料及油脂科技整体板块的销量和利润均有所增长。销量的增长主要得益于良好的下游 养殖业市场需求、豆粕在饲料配方中的高性价比以及公司在饲料原料销售渠道的持续性优势。同时，饲 料原料业务的利润同比明显增长，主要原因是部分时间国内大豆供应偏紧，公司原料采购及产品销售节 奏较好，叠加下游养殖行业需求良好，大豆压榨利润同比涨幅较大。 ...

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