MINHE(SZ:002234) Ge Long Hui A P P·2026-01-30 16:50Group 1 - The core viewpoint of the article indicates that Minhe Holdings (002234.SZ) is forecasting a net loss of 240 million to 290 million yuan for the fiscal year 2025, compared to a loss of 249 million yuan in the same period last year [1] - The net profit, excluding non-recurring gains and losses, is expected to be a loss of 258 million to 308 million yuan, compared to a loss of 263 million yuan in the previous year [1] - The white feather broiler industry is experiencing an imbalance in supply and demand, with slow capacity reduction for breeding chickens [1] Group 2 - In the slaughtering and processing segment, the prices of chicken products are hovering at low levels due to intensified homogeneous competition and insufficient purchasing power from downstream [1] - The market sales prices of the company's main products, including commodity broiler chicks and chicken products, are under pressure and operating at low levels, which has squeezed the profitability of the main business [1]