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美农生物接受多家机构调研 国际化布局与新项目投产构筑新增长极
Zheng Quan Ri Bao Wang· 2025-09-22 12:57
Group 1 - The core viewpoint of the article highlights that Shanghai Meino Biological Technology Co., Ltd. (Meino Bio) has experienced significant growth in revenue and net profit in the first half of 2025, driven by innovative product development and strategic market expansion [1] - The company’s revenue from its feed additive segment, particularly gut health products, has increased by over 60% year-on-year, marking it as a key growth driver [1] - Meino Bio's strategy focuses on both domestic market deepening and international market breakthroughs, achieving over 20% revenue growth in overseas markets by expanding into more than 10 new markets including Australia, New Zealand, and Indonesia [1][2] Group 2 - The company’s wholly-owned subsidiary, Meino Biological Technology (Leling) Co., Ltd., is progressing well with its 100,000-ton corn protein deep processing project, expected to enter trial production within the year [2] - The feed additive industry is experiencing a clear growth trend, driven by the scale of livestock farming and the demand for new environmentally friendly additives, alongside regulatory pressures promoting green additive development [2] - Meino Bio aims to become a "global livestock resource integration platform," exporting high-quality domestic products while introducing advanced products from regions like Europe to enhance domestic feed and breeding enterprises [3]
美农生物:全资子公司乐陵美农于去年8月底注册成立
Zheng Quan Ri Bao Wang· 2025-09-22 12:54
证券日报网讯美农生物(301156)9月22日发布公告,在公司回答调研者提问时表示,公司全资子公司 乐陵美农于去年8月底注册成立,以实施公司10万吨玉米蛋白精加工项目。为尽早实现投产目标,公司 全面统筹资源,周密制定计划,积极协调各方力量,顺利完成了项目用地、立项核准、环评审批及施工 许可等关键手续。项目团队坚持高标准、快节奏推进建设工作,目前一期工程进展顺利,有望在今年内 建成并进入试生产阶段。 ...
美农生物:发展“绿色、高效、安全”的饲料添加剂和饲料原料是行业发展的必然趋势
Zheng Quan Ri Bao Wang· 2025-09-22 08:12
证券日报网讯美农生物(301156)9月22日发布公告,在公司回答调研者提问时表示,从终端驱动来 看:①畜牧养殖业的规模化、集约化程度越来越高,对生产过程的标准化、动物健康管理和养殖效益提 出了更高要求;②我国是饲料蛋白资源紧缺国家,主要的饲料蛋白原料(如:大豆、鱼粉)高度依赖进 口,"提质、增效、调结构"是缓解我国饲料蛋白资源缺乏,降低蛋白原料进口比重的主要措施;③随着 人民生活水平的提高,对肉蛋奶的需求在增加,对动物性食品安全的重视越来越高。因此,发展"绿 色、高效、安全"的饲料添加剂和饲料原料是行业发展的必然趋势。公司生产的产品,能够强化基础饲 料营养价值,提高动物生产性能,保障动物健康,节省饲料成本,改善畜产品品质,提高养殖效益,实 现环境友好,符合行业发展趋势。 ...
美农生物:接受中信证券等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-09-22 00:07
每经头条(nbdtoutiao)——始祖鸟深陷"炸山"风波,母公司大中华区新总裁上任才两个多月,被赞"专 业能力深厚"!安踏体育最新回应→ (记者 谭玉涵) 每经AI快讯,美农生物(SZ 301156,收盘价:17.85元)发布公告称,2025年9月20日,美农生物接受 中信证券等投资者调研,公司乐陵美农总经理肖伟伟、董事会秘书张维娓参与接待,并回答了投资者提 出的问题。 2024年1至12月份,美农生物的营业收入构成为:饲料工业占比100.0%。 ...
美农生物(301156) - 上海美农生物科技股份有限公司投资者关系活动记录表20250920
2025-09-22 00:00
Group 1: Company Overview and Strategy - Shanghai Meinong Biological Technology Co., Ltd. focuses on "product leadership, value service, and partner growth" as its core value proposition [2] - The company implements a product strategy of "diversified species and products, full-process nutrition" to enhance product development and innovation [2][4] Group 2: Financial Performance - In the first half of 2025, the company reported revenue and profit growth, with feed additive revenue increasing by over 60% year-on-year, significantly contributing to overall performance [3] - Domestic and international business revenues both experienced growth, with international business revenue increasing by over 20% in the first half of 2025 [6] Group 3: Project Development - The company’s wholly-owned subsidiary, Leiling Meinong, is on track to complete its 100,000-ton corn protein deep processing project by the end of 2025 [3][4] - The project aims to alleviate the domestic protein resource shortage by utilizing corn by-products, aligning with national policies for diversified food supply systems [4][5] Group 4: Product Planning and Market Strategy - The project will launch corn concentrated protein and corn enzymatic protein products, enhancing nutritional value and meeting market demands [5] - The company has established a robust market network across over 20 provinces in China and several countries worldwide, supporting the promotion of its new products [5] Group 5: Research and Innovation - The company emphasizes innovation, achieving breakthroughs in feed additives and enzymatic protein feed materials, including a new gut health product and enhanced protein digestibility solutions [8][9] - Collaborative research with academic institutions aims to address industry challenges and expand product applications, creating new business opportunities [10]
调研速递|美农生物接受多家线上投资者调研,上半年营收2.36亿元增长亮点多
Xin Lang Cai Jing· 2025-09-19 10:44
Core Viewpoint - The company reported a revenue growth of 13.69% and a net profit increase of 17.68% for the first half of 2025, driven by strategic market focus and product innovation [1][2]. Group 1: Performance Analysis - The company's revenue for the first half of 2025 reached 236 million yuan, with a net profit of 23.53 million yuan, and a non-recurring net profit of 21.84 million yuan, reflecting year-on-year growth rates of 13.69%, 17.68%, and 27.46% respectively [1]. - The company is committed to a market strategy of "deepening domestic and breaking into international" and a product strategy of "diversified species and products, full nutritional support" [1]. Group 2: Future Growth Strategy - The company plans to continue its established strategy in the second half of the year, focusing on core customers in the domestic market and implementing the "expansion of one product project" to balance customer costs and value through dual service and cross-selling [2]. - In the international market, the company aims to enhance market development by adopting a "go out and invite in" approach, while also increasing R&D investment to develop efficient, safe, and environmentally friendly products [2]. Group 3: Product and Market Situation - The company emphasizes R&D for product innovation, aiming to enrich its product offerings and develop new solutions to mitigate risks associated with the cyclical nature of the livestock industry [3]. - The overseas business grew by over 20% in the first half of the year, with a sales network established in over 40 countries and regions, and the company plans to continue investing in international market development [3]. Group 4: Raw Material Price Management - The company has established long-term partnerships with upstream suppliers to mitigate the impact of raw material price fluctuations, employing strategic procurement and optimized inventory management [4]. - Continuous optimization of product structure and adherence to the company's mission are key to meeting diverse customer needs and enhancing product competitiveness [4].
[路演]美农生物:“年产10万吨玉米蛋白精加工项目”预计在今年建成并进行试生产
Quan Jing Wang· 2025-09-19 10:44
Core Viewpoint - The company aims to deepen its domestic market presence while expanding internationally, focusing on customer development and product innovation in the feed additive sector [1] Group 1: Market Strategy - The company will adhere to a market strategy of "deepening domestic and breaking through internationally" [1] - In the domestic market, the focus will be on core customer development and implementing the "expanding one product project" to optimize procurement costs and maximize customer value [1] - The overseas market strategy includes "going out and inviting in," with increased resource investment to enhance international market development [1] Group 2: Product Development - The company will continue to focus on the pig, dairy cow, and poultry markets while also expanding into aquaculture and beef and sheep markets [1] - There will be an increased investment in R&D to develop efficient, safe, and environmentally friendly feed additives and hydrolyzed protein feed raw materials [1] - The "annual production of 100,000 tons of corn protein refined processing project" is expected to be completed and enter trial production this year, which will introduce corn concentrated protein and hydrolyzed corn protein products to the market [1] Group 3: Business Impact - The new project is anticipated to positively address the current shortage of domestic feed protein resources and provide new growth points for the company's business development [1]
美农生物(301156) - 上海美农生物科技股份有限公司投资者关系活动记录表20250919
2025-09-19 09:56
Group 1: Financial Performance - The company achieved a revenue of 236 million CNY in the first half of 2025, representing a year-on-year growth of 13.69% [2] - The net profit attributable to shareholders reached 23.53 million CNY, with a year-on-year increase of 17.68% [5] - The net profit after deducting non-recurring gains and losses was 21.84 million CNY, showing a growth of 27.46% year-on-year [5] Group 2: Market Strategy - The company adheres to a market strategy of "deepening domestic and breaking into international markets" and a product strategy of "differentiated species and full nutrition" [3] - In the domestic market, the focus is on core customer development, particularly in the pig, dairy cow, and poultry sectors, while also expanding into aquaculture and beef markets [5] - Internationally, the company has increased efforts in market development, achieving rapid revenue growth in over ten countries including Vietnam, Russia, and Brazil [3] Group 3: Product Development - The company emphasizes innovation in feed additives and enzyme hydrolyzed protein raw materials, with a commitment to developing efficient, safe, and environmentally friendly products [4] - Two new patents were added in the first half of the year, and the company plans to enhance its R&D capabilities to continuously improve technological innovation [6] - A new corn protein processing project is expected to be completed and enter trial production this year, which will help alleviate the domestic protein resource shortage [4] Group 4: Risk Management - The company has established long-term partnerships with upstream suppliers to mitigate the impact of raw material price fluctuations, including locking in prices through long-term contracts [7] - The company has a diversified supply chain and conducts real-time market analysis to manage costs effectively [7] - The strategy includes expanding product applications across various fields such as ruminants, poultry, aquaculture, and pets to reduce risks associated with product category concentration [4]
美农生物(301156.SZ):高级管理人员熊英累计减持0.88%股份
Ge Long Hui A P P· 2025-09-18 10:33
Core Viewpoint - Meino Biotech (301156.SZ) announced that its board member and senior executive, Xiong Ying, has completed a share reduction plan, selling a total of 1,244,262 shares, which represents 0.88% of the company's total share capital [1] Group 1 - The share reduction was executed through a centralized bidding method [1] - The share reduction plan has now been fully implemented [1]
美农生物(301156) - 关于部分董事、高级管理人员股份减持计划期限届满暨实施结果的公告
2025-09-18 10:22
证券代码:301156 证券简称:美农生物 公告编号:2025-057 上海美农生物科技股份有限公司 关于部分董事、高级管理人员股份减持计划 期限届满暨实施结果的公告 公司董事、高级管理人员熊英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。 上海美农生物科技股份有限公司(以下简称"公司")于 2025 年 5 月 27 日披露了《关于部分董事、高级管理人员股份减持计划的预披露公告》(公告编 号:2025-037),公司董事、高级管理人员熊英持有公司股份 4,981,049 股,计 划在减持计划公告披露之日起 15 个交易日后的 3 个月内以集中竞价、大宗交易 的方式减持其持有的公司股份不超过 1,245,262 股(即不超过公司总股本的 0.88%)。 公司近日收到董事、高级管理人员熊英出具的《关于减持所持上海美农生物 科技股份有限公司股份的减持计划期限届满暨实施结果告知函》,获悉熊英通过 集中竞价方式累计减持公司股份 1,244,262 股,占公司总股本的 0.88%。本次减 持计划实施完毕。 根据《中 ...