持续降低成本 神农集团上半年净利同比增长212.65%

Core Viewpoint - Yunnan Shennong Agricultural Industry Group Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, driven by stable pig prices and effective cost management strategies [1] Financial Performance - The company achieved a revenue of 2.798 billion yuan, representing a year-on-year increase of 12.16% [1] - Net profit attributable to shareholders reached 388 million yuan, marking a substantial year-on-year growth of 212.65% [1] - A cash dividend of 3.9 yuan per 10 shares (including tax) will be distributed, totaling 202 million yuan [1] Operational Strategy - The company emphasizes a high-quality development approach and a full industry chain strategy in pig farming [1] - Shennong Group has successfully reduced breeding costs to 12 yuan per kilogram, placing it among the top tier of cost management in the industry [1] - The company has implemented a comprehensive biosecurity management system to effectively control animal diseases [1] Industry Insights - Experts note that the reduction in production costs is largely due to falling prices of feed materials like corn and soybean meal, and companies should focus on improving the efficiency of breeding sows and biosecurity levels [2] - Effective cost control is crucial for maintaining profitability, especially for companies facing low pig prices [2] - The industry is moving towards standardization and scale, with a focus on high-quality and efficient pig farming practices [2] Technological Innovation - The chairman of Shennong Group calls for the industry to embrace technological innovation and green development, focusing on biobreeding, smart equipment, and low-carbon farming practices [3] - The goal is to transition the industry towards resource-saving, environmentally friendly, and high-efficiency production methods [3]