Core Insights - Company reported a significant rebound in performance for the first half of 2025, with total revenue reaching 115.68 billion yuan, a year-on-year increase of 5.67%, and net profit attributable to shareholders rising by 60.07% to 1.76 billion yuan [1] - The second quarter saw even stronger growth, with revenue of 56.60 billion yuan, up 8.43% year-on-year, and net profit soaring by 261% to 774 million yuan [1] Revenue Breakdown - The growth in revenue is primarily attributed to increased sales in kitchen foods, feed raw materials, and oil technology products, along with improvements in flour and rice businesses [2] - Kitchen foods, which is the core business segment, generated revenue of 71.55 billion yuan, accounting for 61.85% of total revenue, with a gross margin of 7.66% [2] - The feed raw materials and oil technology segment achieved revenue of 43.18 billion yuan, a year-on-year increase of 10.81%, with gross margin rising to 4.26% [2] Market Conditions - The average price of imported soybeans has decreased by 11.4% year-on-year, while the average crushing profit for imported soybeans has increased significantly by 419.7 yuan/ton to 286.2 yuan/ton [3] - The company benefits from favorable raw material procurement and sales strategies, alongside strong demand in the downstream aquaculture industry, which has led to a substantial increase in soybean crushing profits [3] Investment Projects - The company announced a delay in two major investment projects, extending the timeline to December 2027, citing a strategy of "prudent investment" [3]

中国太平坚定看好中国经济和中国资本市场的发展前景，将充分履行央企责任担当，秉承"长期投资、 价值投资、审慎投资"理念，积极为维护资本市场稳定、服务实体经济高质量发展贡献"太平力量"。 （"共享太平"微信公众号） 近日，中国太平发布消息称，中国太平旗下子公司太平资产获国家金融监督管理总局批复，同意其投资 设立太平（深圳）私募证券投资基金管理有限公司。截至2024年末，太平资产管理资产总规模超过1.5 万亿元。 太平资产表示，作为金融央企，设立该私募证券投资基金公司，旨在积极响应保险资金长期投资改革试 点，下一步将严格规范基金运作管理，建立健全长周期考核机制和符合保险资金特性的投资策略，充分 发挥保险资金长期资本、耐心资本作用，进一步加大中长期资金对于资本市场的投资力度，坚定服务国 家战略、服务实体经济，更好发挥保险资金"稳定器"和"压舱石"作用。 ...

公司回答表示：谢谢您对公司的关注，公司是轻资产服务型企业，账面上看起来现金等流动资产占比较 大，但这些资金大多为营运所需，尤其公司金服业务资金需求是比较大的，因此公司真正能够用于长期 性投资的资金是有限的；而且在当前整体经济承压，投资不确定性较大的背景下，公司只会根据发展需 要审慎进行投资。责任编辑：栎树 金融界8月4日消息，有投资者在互动平台向三六五网提问：公司有大量资金目前有无对外加大投资或者 参股的计划？ ...