行业周期波动
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湘佳股份发预减,预计2025年度净利润3200万元至4100万元,下降58.20%至67.38%
Zhi Tong Cai Jing· 2026-01-22 08:48
湘佳股份(002982)(002982.SZ)披露2025年度业绩预告,公司预计归属于上市公司股东的净利润3200 万元─4100万元,同比下降58.20%─67.38%;扣除非经常性损益后的净利润2100万元─2700万元,同比下 降77.33%─82.37%。 2025年度,公司主营业务保持稳健增长,特别是冰鲜业务表现突出。但受行业周期波动影响,产品价格 同比下滑,导致公司经营业绩同比下降。 ...
湘佳股份:2025年净利同比预降58.20%—67.38%
Zheng Quan Shi Bao Wang· 2026-01-22 08:41
人民财讯1月22日电,湘佳股份(002982)1月22日公告,预计2025年实现归母净利润3200万元—4100万 元,同比下降58.20%—67.38%。2025年度,公司主营业务保持稳健增长,特别是冰鲜业务表现突出。 但受行业周期波动影响,产品价格同比下滑,导致公司经营业绩同比下降,主要体现在:2025年度活禽 市场低迷,公司活禽销售均价9.82元/公斤,同比下降8.91%,活禽板块盈利同比下降;其他业务方面, 报告期内生猪、蛋禽板块的销售价格同比也出现不同程度下滑,熟食板块产能尚未完全释放。 ...
湘佳股份:预计2025年归母净利润同比下降58.20%─67.38%
Xin Lang Cai Jing· 2026-01-22 08:39
湘佳股份1月22日公告,预计2025年度归母净利润3200万元─4100万元,同比下降58.20%─67.38%。该 公司称,2025年度,公司主营业务保持稳健增长,特别是冰鲜业务表现突出。但受行业周期波动影响, 产品价格同比下滑,导致公司经营业绩同比下降。 ...
湘佳股份:预计2025年净利润同比下降58.20%─67.38%
Xin Lang Cai Jing· 2026-01-22 08:29
湘佳股份公告,预计2025年度净利润为3200万元─4100万元,同比下降58.20%─67.38%。2025年度,公 司主营业务保持稳健增长,特别是冰鲜业务表现突出。但受行业周期波动影响,产品价格同比下滑,导 致公司经营业绩同比下降,主要体现在:1、2025年度活禽市场低迷,公司活禽销售均价9.82元/公斤, 同比下降8.91%,活禽板块盈利同比下降。2、其他业务方面,报告期内生猪、蛋禽板块的销售价格同 比也出现不同程度下滑,熟食板块产能尚未完全释放。 ...
空港股份发预亏,预计2025年度归母净亏损7600万元至1.14亿元
Zhi Tong Cai Jing· 2026-01-19 10:00
Core Viewpoint - The company, Airport Holdings (600463), has announced an expected net loss for the fiscal year 2025, projecting a net profit attributable to shareholders of approximately -76 million to -114 million yuan [1] Financial Performance - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to be around -82 million to -123 million yuan for 2025 [1] Business Segments - The construction segment has shown significant improvement in business scale compared to the same period in 2024; however, it remains fundamentally affected by the cyclical fluctuations of the real estate industry [1] - The market continues to exhibit a weak demand and strong supply scenario, leading to intensified industry competition and low gross margin levels [1] - The property leasing, property management, and heating service segments are expected to be profitable, but these profits will not be sufficient to cover the losses from the construction segment, resulting in an overall loss for the company [1]
产品价格下降,立华股份预计2025年度归母净利润5.5亿元至6亿元,下降60.55%至63.84%
智通财经网· 2026-01-19 09:21
Core Viewpoint - Lihua Co., Ltd. (300761.SZ) expects a significant decline in net profit for the fiscal year 2025, projecting a decrease of 60.55% to 63.84% compared to the previous year [2] Financial Performance - The company anticipates a net profit attributable to shareholders of between 550 million to 600 million yuan [2] - The net profit after deducting non-recurring gains and losses is expected to be between 530 million to 590 million yuan, reflecting a year-on-year decline of 61.04% to 65.00% [2] Business Operations - Despite the anticipated decline in profits, the company's main business is expected to maintain steady growth [2] - The decrease in performance is attributed to fluctuations in the industry cycle and a year-on-year decline in product prices [2]
产品价格下降,立华股份(300761.SZ)预计2025年度归母净利润5.5亿元至6亿元,下降60.55%至63.84%
智通财经网· 2026-01-19 09:03
Core Viewpoint - Lihua Co., Ltd. (300761.SZ) expects a significant decline in net profit for the fiscal year 2025, projecting a decrease of 60.55% to 63.84% compared to the previous year [1] Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders of between 550 million to 600 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be between 530 million to 590 million yuan, reflecting a year-on-year decline of 61.04% to 65.00% [1] Group 2: Business Operations - Despite the anticipated decline in profits, the company's main business is expected to maintain steady growth [1] - The decrease in performance is attributed to fluctuations in the industry cycle and a year-on-year decline in product prices [1]
立华股份:预计2025年净利润同比下降60.55%-63.84%
Xin Lang Cai Jing· 2026-01-19 09:00
Core Viewpoint - Lihua Co., Ltd. expects a net profit of 550 million to 600 million yuan for the year 2025, representing a year-on-year decline of 60.55% to 63.84% due to price decreases in products influenced by industry cycle fluctuations [1] Group 1 - The company's main business continues to show steady growth during the reporting period [1] - The decline in expected performance is attributed to the decrease in product prices compared to the previous year [1] - Industry cycle fluctuations are identified as a contributing factor to the anticipated profit drop [1]
牧原股份2025年业绩预告出炉,净利润超147亿
Huan Qiu Lao Hu Cai Jing· 2026-01-16 13:01
Core Viewpoint - The domestic leading pig farming company, Muyuan Foods, forecasts a decline in net profit for 2025, reflecting the industry's adjustment cycle and pricing pressures [1]. Group 1: 2025 Performance Forecast - Muyuan Foods expects a net profit of 14.7 billion to 15.7 billion yuan for 2025, a decrease of 12.20% to 17.79% year-on-year [1]. - The average selling price of commercial pigs is projected to be approximately 13.5 yuan per kilogram, down about 17.3% year-on-year, impacting overall profitability [1]. - Despite ongoing cost control optimizations, the company has not fully mitigated the effects of price fluctuations in the pig market [1]. Group 2: Historical Performance Overview - In 2022, the company experienced a tight supply-demand balance in the pig market, resulting in a high average selling price and a net profit of 14.933 billion yuan on revenues of 124.641 billion yuan [1]. - In 2023, the company faced a downturn with a net loss of 4.168 billion yuan and revenues of 110.671 billion yuan due to market adjustments [1]. - The year 2024 saw a recovery with revenues of 137.724 billion yuan and a net profit of 18.925 billion yuan, marking a significant increase of 554.07% year-on-year [2]. Group 3: Industry Context - The 2025 pig market is characterized by ample supply and relatively stable demand, leading to a "steady then weak" operational pattern that adversely affects sales prices for pig farming companies [3]. - Other leading companies, such as Wen's Foodstuffs, are also experiencing significant declines in net profit due to lower sales prices for pigs and chickens, with forecasts indicating a drop of 40.73% to 46.12% year-on-year [3].
温氏股份增量不增利归母净利降40亿 股价萎靡市值比牧原股份少1562亿
Chang Jiang Shang Bao· 2026-01-13 03:04
2025年度,温氏股份经营业绩再度承压。近日,温氏股份发布2025年度业绩预告,公司预计全年实现归 母净利润50亿元—55亿元,较上年同期下降40.73%—46.12%;预计实现扣非净利润48亿元—53亿元, 较上年同期下降44.64%—49.86%。 2025年前三季度,温氏股份的经营业绩就表现出下滑趋势,当期营业收入约为758亿元,与上年同期基 本持平,但归母净利润下降约18%,为52.56亿元。 对比发现,业绩大滑坡出现在第四季度,如果最终经审计的归母净利润为预计数的下限,那么,2025年 第四季度,公司会出现亏损。 长江商报消息●长江商报记者 沈右荣 养殖巨头温氏股份(300498.SZ)抵御行业周期波动依旧乏力。 温氏股份的产品销量是增长的。2025年,公司销售生猪4047.69万头、肉鸡13.03亿只,分别较上年同期 增加逾千万头、上亿只。 增量不增利,核心因素是产品销售价格下降。2025年,公司的生猪和肉鸡销售价格同比均出现了下降。 过去一年,温氏股份股价表现萎靡,截至1月12日市值为1134亿元,较"猪茅"牧原股份少1562亿元。 增量不增利再现 养殖行业首份年度业绩预告出炉。温氏股份的业绩再 ...