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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 ...
美农生物(301156) - 关于参加2025年上海辖区上市公司集体接待日暨中报业绩说明会活动的公告
2025-09-15 08:20
证券代码:301156 证券简称:美农生物 公告编号:2025-056 暨中报业绩说明会活动的公告 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。 为进一步加强与投资者的互动交流,上海美农生物科技股份有限公司(以下 简称"公司")将参加由中国证券监督管理委员会上海监管局指导、上海上市公 司协会及深圳市全景网络有限公司联合举办的"2025 年上海辖区上市公司集体 接待日暨中报业绩说明会活动",现将有关事项公告如下: 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站 (https://rs.p5w.net);或关注微信公众号(名称:全景财经);或下载全景 路演 APP,参与本次互动交流。活动时间为 2025 年 9 月 19 日(周五)15:00-17:00。 届时,公司高管将在线就投资者关心的问题进行沟通交流。投资者也可识别下方 二维码,进入问题征集专题页面提前留言提问。欢迎广大投资者踊跃参与。 (问题征集专题页面二维码) 特此公告。 上海美农生物科技股份有限公司 关于参加 2025 年上海辖区上市公司集体接待日 上海美农生物科技股份有限公司 董事 ...
美农生物(301156.SZ):全裕累计减持0.25%股份
Ge Long Hui A P P· 2025-09-10 08:55
Group 1 - The core point of the article is that Meino Bio (301156.SZ) announced a share reduction by its controlling shareholder and actual controller's concerted action party, Shanghai Quanyu Zhihhe Management Consulting Firm (Limited Partnership) [1] - Shanghai Quanyu reduced its holdings by 358,400 shares, which accounts for 0.25% of the company's total share capital, during the period from September 1 to September 9, 2025 [1] - Following this equity change, the combined shareholding of the controlling shareholder, Mr. Hong Wei, and his concerted action parties, Quanyu and Ms. Hong Jun, decreased from 47.23% to 46.98% of the total share capital, triggering a change that touches the 1% integer multiple [1]
美农生物:全裕9月1-9日减持0.25%
Xin Lang Cai Jing· 2025-09-10 08:55
Group 1 - The core point of the article is that the controlling shareholder and actual controller of the company, Hong Wei, along with his concerted actors Quan Yu and Hong Jun, have reduced their shareholding percentage due to a recent share reduction event [1] - Quan Yu has cumulatively reduced his holdings by 358,400 shares from September 1 to September 9, 2025, which accounts for 0.25% of the company's total share capital [1] - As a result of this reduction, the shareholding percentage of the controlling shareholder has decreased from 47.23% to 46.98%, triggering a change in equity that touches the 1% integer multiple [1]
美农生物(301156) - 关于控股股东、实际控制人及其一致行动人权益变动触及1%整数倍的公告
2025-09-10 08:26
证券代码:301156 证券简称:美农生物 公告编号:2025-055 上海美农生物科技股份有限公司 关于控股股东、实际控制人及其一致行动人 权益变动触及 1%整数倍的公告 公司股东上海全裕智合管理咨询事务所(有限合伙)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"美农生物""公司")于 2025 年 7 月 23 日在巨潮资讯网(www.cninfo.com.cn)披露了《关于控股股东、实际 控制人的一致行动人股份减持计划的预披露公告》。近日,公司收到公司控股股 东、实际控制人的一致行动人上海全裕智合管理咨询事务所(有限合伙)(以下 简称"全裕")出具的告知函,获悉全裕于 2025 年 9 月 1 日至 2025 年 9 月 9 日期间通过集中竞价累计减持公司股份 358,400 股,占公司总股本的 0.25%。 本次权益变动后,公司控股股东、实际控制人洪伟先生及其一致行动人全裕 和洪军女士合计持有公司股份占公司总股本的比例由 47.23%变动为 46.98%, ...
美农生物:关于全资子公司变更注册地址的公告
Zheng Quan Ri Bao· 2025-09-01 13:36
Group 1 - The company announced that its wholly-owned subsidiary, Meino Biological Technology (Leling) Co., Ltd., has recently completed the registration address change and obtained a new business license from the Leling Market Supervision Administration [2] - The new registered address is located at 666 Yunxiang Street, Yunhong Street, Leling City, Dezhou City, Shandong Province [2] - The announcement was made on the evening of September 1 [2]