Workflow
养殖成本下降
icon
Search documents
受房地产业务拖累,京基智农2025年上半年营收利润双下滑
Nan Fang Du Shi Bao· 2025-08-23 03:11
8月22日晚,京基智农发布2025年半年度报告。 报告显示,公司上半年实现营业收入23.87亿元,同比下滑11.61%;归属于上市公司股东的净利润2.26 亿元,同比下滑3.97%;基本每股收益0.43元/股,同比下滑4.62%。 分产品来看,猪业产品和饲料产品是营业收入的主要来源。报告期内,公司累计销售生猪106.21万头 (其中仔猪15.31万头),实现生猪销售收入18.95亿元;饲料业务方面,报告期内,广东京基智农科技 实现营业收入约2.8亿元,同比下降15.02%;实现归母净利润620.39万元,同比上升10.88%。 对于饲料销售收入同比有所下降,京基智农表示系因上游大宗原材料价格持续下降,同时水产料因牛 蛙、生鱼等水产养殖持续亏损情况销量不及预期,公司水产料销量低于预期。 展望未来,京基智农表示,下半年公司将继续围绕"精湛技术、精细管理、精诚合作、精英团队"的经营 主题开展工作,聚焦经营优化,通过提升养殖健康度、优化营养方案、提高产床利用率等系列措施,保 持项目精准运营,持续降本,稳步增效,确保稳健发展。 同时,报告披露了2025年半年度利润分配预案,拟向全体股东每10股派发现金红利3.80元(含 ...
华统股份股价平盘 养殖成本持续下降
Sou Hu Cai Jing· 2025-08-08 14:41
Group 1 - The stock price of Huatong Co., Ltd. was reported at 10.57 yuan on August 8, remaining unchanged from the previous trading day [1] - The trading volume on that day was 56,517 hands, with a transaction amount of 0.6 billion yuan [1] - Huatong Co., Ltd. is primarily engaged in livestock slaughtering and processing, as well as deep processing of meat products, with main products including fresh pork and fresh poultry [1] Group 2 - The company stated on its investor interaction platform that the breeding costs continued to decline in the second quarter [1] - On August 8, the net outflow of main funds was 6.1496 million yuan, with a cumulative net outflow of 8.4930 million yuan over the past five days [1]
牧原股份(002714):Q1业绩开门红 高质量成长或延续
Xin Lang Cai Jing· 2025-04-29 02:48
Core Viewpoint - The company reported strong Q1 2025 results with significant year-on-year growth in revenue and net profit, indicating robust operational performance and cost management strategies [1][2][4]. Group 1: Financial Performance - Q1 2025 revenue reached 36.061 billion yuan, a year-on-year increase of 37.26% but a quarter-on-quarter decrease of 12.41% [1]. - The net profit attributable to shareholders for Q1 2025 was 4.491 billion yuan, showing a year-on-year increase of 288.79% and a quarter-on-quarter decrease of 39.31% [1]. - The company sold 22.66 million pigs in Q1 2025, representing a year-on-year increase of 42% and a quarter-on-quarter increase of 5.6% [2]. Group 2: Operational Highlights - The average profit per pig was 200 yuan, significantly higher than the industry average of approximately 93 yuan, attributed to a decrease in breeding costs to around 12.9 yuan per kilogram [2]. - The slaughtering volume reached 5.29 million pigs in Q1 2025, a year-on-year increase of 80% and a quarter-on-quarter increase of 15% [2]. - The utilization rate of slaughtering capacity exceeded 70%, improving by over 30 percentage points year-on-year, driven by enhanced sales channels and operational management [2]. Group 3: Future Outlook - The company aims to achieve a target of 72 to 78 million market pigs and 8 to 12 million piglets in 2025, indicating a year-on-year growth of 10% to 19% for market pigs and 41% to 112% for piglets [3]. - The company plans to continue reducing costs through advancements in health management, breeding, nutrition research, and smart applications [3]. - The establishment of a subsidiary in Vietnam and plans for an H-share listing are expected to enhance the company's international presence and long-term growth potential [3]. Group 4: Valuation and Profit Forecast - The company has adjusted its profit forecasts for 2025, 2026, and 2027 to 19.7 billion, 18.3 billion, and 47.2 billion yuan respectively, reflecting increases of 39%, 36%, and 9% [4]. - The target price is set at 51.30 yuan, with a price-to-book ratio of 3.3x for 2025, maintaining a "buy" rating [4].