数字智能化建设

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每周股票复盘:巨星农牧(603477)持续降本增效,重视股东回报
Sou Hu Cai Jing· 2025-07-26 18:58
Core Viewpoint - The company, Juxing Agriculture and Animal Husbandry, is focused on improving efficiency and reducing costs in pig farming through a combination of technology and management strategies, while maintaining a strong commitment to the pig breeding industry and exploring opportunities in the food processing sector. Group 1: Company Performance and Market Position - As of July 25, 2025, Juxing Agriculture and Animal Husbandry's stock closed at 21.69 yuan, up 6.79% from the previous week, with a total market capitalization of 11.063 billion yuan, ranking 8th in the livestock sector and 1580th in the A-share market [1] - The company aims to provide high-quality pork products with extreme efficiency, positioning itself as a competitive player in the pig farming industry and aspiring to become a world-class agricultural and animal husbandry food enterprise [2] Group 2: Operational Strategies - The company has established a "five-star breeding system" that integrates genetics, feed, management, biosecurity, and environmental systems to enhance production efficiency and ensure high-quality pork supply [3] - Continuous improvement in production management and cost reduction is driven by a dual approach of technology and management, focusing on biosecurity, genetic management, and optimized breeding processes [5] Group 3: Technological Advancements - The company is advancing towards a technology-intensive and knowledge-intensive modern farming model, implementing smart farming equipment and big data analytics to enhance decision-making in pig farming [4] - Ongoing digital and intelligent construction projects aim to cover all business segments, enhancing operational efficiency and reducing labor costs through technology [4] Group 4: Shareholder Returns - The company has a long-term dividend plan for 2024-2026, aiming to improve the stability, planning, and predictability of shareholder returns, with a recent cash dividend distribution of 0.1737 yuan per share totaling approximately 85.55 million yuan [6]