公告表示，公司业绩大幅增长的主要原因包括全渠道战略的推进，C端零售渠道收入同比增长超过 30%，其中线下渠道增长超过40%；出口渠道收入同比增长超过60%。此外，成本控制能力增强，综合 造肉成本较上年同期下降超过5%。控股合并太阳谷后，确认的投资收益约为5.5亿元，对归母净利润产 生了积极影响。公司将继续依托核心竞争力，推动高质量发展。 北京商报讯（记者 郭秀娟 王悦彤） 1月14日，圣农发展发布公告称，预计2025年度实现归母净利润为 13.7亿元至14.3亿元，较上年同期增长89.16%至97.44%。 ...

Group 1: Transportation Industry - The geopolitical situation may usher in an "oil transportation era," driven by U.S. sanctions on Venezuela and Iran, which have significantly reduced oil exports from these countries [2][7][10] - In the short term, Venezuela's oil exports are expected to be limited due to transportation blockades, translating to a demand equivalent to 19 VLCCs (Very Large Crude Carriers) [8] - If U.S. sanctions are lifted, Venezuela's oil exports could reach a historical peak of 2.4 million barrels per day, requiring 141 VLCCs [8] - For Iran, if domestic unrest escalates, oil trade demand may shift to compliant suppliers, equating to a need for 38 VLCCs [9] - The shadow fleet has allowed Russia to maintain oil exports despite sanctions, with potential increases in demand for VLCCs depending on geopolitical developments [10] Group 2: Agriculture and Livestock Industry - The pig farming sector is experiencing a slight recovery, with prices stabilizing around 12.7 yuan/kg, although production capacity is still under pressure [12][13] - The industry is seeing a shift towards protecting farmers' rights and encouraging innovation, which may lead to a more favorable pricing environment for pigs [13] - The chicken industry faces ongoing challenges with high production and weak consumption, but leading companies may gain market share [14] - The feed sector is witnessing price increases, particularly for special water fish, indicating potential growth opportunities for companies like Haida Group [15][16] Group 3: Real Estate Industry - The real estate sector has seen a 5.1% increase, with new housing transactions in 42 key cities totaling 137 million square meters, a 46.7% decrease from the previous period [23][24] - The government is expanding public rental housing and relaxing housing fund policies to stimulate demand [25] - The market sentiment is improving, with potential for a new wave of value reassessment among Hong Kong developers [27]

圣农发展（002299）(002299.SZ)发布2025年度业绩预告，预计2025年度归属于上市公司股东的净利润 13.7亿元至14.3亿元，同比增长89.16%—97.44%。 ...

智通财经APP讯，圣农发展(002299.SZ)发布2025年度业绩预告，预计2025年度归属于上市公司股东的净 利润13.7亿元至14.3亿元，同比增长89.16%—97.44%。 ...

2025年，面对严峻复杂的市场环境，公司坚持稳健经营、持续巩固基本盘，凭借着自有种源的性能优 势，以及稳健发展的深加工业务，在愈发激烈的竞争中取得显著的领先优势。根据财务部门初步测算， 预计2025年度实现归属于上市公司股东的净利润较上年同期增长89.16%—97.44%；预计实现归属于上 市公司股东的扣除非经常性损益的净利润较上年同期增长20.12%—28.81%。这一成绩不仅体现了公司 应对市场波动与价格压力的强大经营韧性，更凸显了在结构升级与战略转型过程中所形成的可持续增长 动能，进一步夯实了公司在行业内的竞争优势。 格隆汇1月14日丨圣农发展(002299.SZ)公布，公司预计2025年1月1日至2025年12月31日归属于上市公司 股东的净利润13.7亿元-14.3亿元，同比增长89.16%—97.44%；扣除非经常性损益后的净利润8.3亿元-8.9 亿元，同比增长20.12%—28.81%。 ...

人民财讯1月14日电，圣农发展（002299）1月14日公告，预计2025年度实现归属于上市公司股东的净利 润为13.7亿元—14.3亿元，较上年同期增长89.16%—97.44%。 报告期内，公司C端零售渠道全年收入同比增长超过30%，其中零售线下渠道收入同比增长超过40%， 成为拉动C端收入增长的重要引擎；出口渠道全年收入同比增长超过60%，餐饮渠道各板块收入也均取 得亮眼增长。 公司完成对太阳谷的控股合并，原持有的太阳谷长期股权投资权益法核算的账面价值与合并日公允价值 之间的差额，在合并报表层面确认为投资收益(约5.5亿元)，对全年归母净利润产生了重要积极影响。 ...

每经AI快讯，圣农发展1月14日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润13.7亿元 ~14.3亿元，同比增长89.16%~97.44%；基本每股收益1.1115元~1.1602元。 （记者 王晓波） 每经头条（nbdtoutiao）——海利生物增值9倍并购的企业，估值8个月"腰斩"，其第一大客户竟是尚未 成立的公司，离奇的事还不少…… ...

圣农发展公告称，2025年归属于上市公司股东净利润预计13.70亿元 - 14.30亿元，同比增长89.16% - 97.44%；扣非净利润预计8.30亿元 - 8.90亿元，同比增长20.12% - 28.81%。业绩增长得益于全渠道战略 推进，C端零售、出口等渠道收入增长；成本控制能力增强，综合造肉成本降超5%；数智化建设提升运 营效率；完成对太阳谷控股合并，确认投资收益约5.5亿元。本次业绩预告未经审计，具体数据待年报 披露。 ...

证券代码：002299 证券简称：圣农发展 公告编号：2026-002 福建圣农发展股份有限公司 2025 年度业绩预告 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所预审计。公司已就本次业绩预告有关事项与 会计师事务所进行预沟通，公司与会计师事务所在业绩预告方面不存在分歧。 三、业绩变动原因说明 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性陈 述或者重大遗漏。 一、预计的本期业绩情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 2、预计业绩 扭亏为盈 同向上升 同向下降 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利：137,000.00 万元—143,000.00 | 万元 盈利：72,426.77 万元 | | | 比上年同期增长 89.16%—97.44% | | | 扣除非经常性损 益后的净利润 | 盈利：83,000.00 万元—89,000.00 | 万元 盈利：69,096.16 万元 | | | 比上年同期增长 20.12% — 28.8 ...

Investment Rating - The industry is rated as "Leading the Market - A" with a maintained rating [5]. Core Views - The recent pig prices are expected to fluctuate within a range, with a focus on changes in production capacity [19][21]. - The white feather chicken market is experiencing a supply-demand mismatch, with stable prices but cautious market sentiment [33]. - The aquaculture sector shows stable prices, presenting potential investment opportunities [47]. Summary by Sections 1. Weekly Market Review - The agricultural sector increased by 0.98% during the latest trading week, ranking 29th among the primary industries [12]. - The animal health sector saw significant gains, with notable increases in specific stocks [15]. 2. Industry Data Tracking 2.1. Pig Farming - The average price of live pigs is 12.49 CNY/kg, with a week-on-week increase of 1.54% and a two-week increase of 4.22% [18]. - The average price of piglets is 363 CNY/head, stable over the past two weeks [19]. - The average daily slaughter volume of pigs is 226,500 heads, showing a week-on-week decrease of 5.12% [19]. 2.2. Poultry Farming - The average price of white feather chicken is 7.64 CNY/kg, down 1.04% week-on-week [33]. - The price of chicken seedlings is 3.59 CNY/bird, up 1.70% week-on-week [33]. - The market is stable, but there is a notable increase in inventory levels due to weak demand [33]. 2.3. Planting Sector - The average price of corn is 2,352.77 CNY/ton, with a slight increase of 0.02% week-on-week [42]. - The average price of domestic wheat is 2,512.98 CNY/ton, down 0.12% week-on-week [42]. - The average price of domestic soybeans is 4,048.42 CNY/ton, up 0.50% week-on-week [42]. 2.4. Aquaculture Sector - The average price of carp is 20.00 CNY/kg, stable week-on-week, with a year-on-year increase of 11.11% [47]. - The average price of crab is 260.00 CNY/kg, showing a significant year-on-year increase of 30.00% [47]. - The average price of shrimp is 320.00 CNY/kg, stable week-on-week but down 11.11% year-on-year [47].