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海大集团拟最高16亿回购提振信心 近五年研发费超35亿助力全球布局
Chang Jiang Shang Bao· 2025-11-19 23:48
长江商报消息 ●长江商报记者 张璐 水产饲料龙头企业海大集团(002311.SZ)开启大额回购计划,提振信心。 11月18日,海大集团公告称,公司拟以不低于10亿元且不超过16亿元的资金回购公司股份,用于依法注 销并减少注册资本,以及实施股权激励计划及/或员工持股计划。 长江商报记者注意到,此次回购的价格上限确定为62.00元/股,较公司11月19日收盘价58.54元/股溢价 约5.91%,充分体现了公司对自身股票价值的认可。 "10亿元用于注销减资,直接减少总股本,有助于提升每股收益和净资产收益率,强化对股东的回 报。"市场分析人士指出,与此同时,股权激励部分则可将核心团队利益与公司长期发展绑定,优化治 理结构。 作为水产与畜禽饲料领域龙头企业,海大集团近年来发展迅速。截至11月19日,公司2025年以来股价累 计上涨22.6%,总市值达到974亿元。从长期回报看,自2009年上市以来,公司已累计实施17次现金分 红,累计现金分红约76亿元,近三年累计分红约37.06亿元,此次回购与分红形成叠加效应。 境外收入占比升至13.97% 作为一家市值接近千亿的农业龙头企业,海大集团2025年前三季度实现营收960 ...
海大集团:首次回购约14万股
Mei Ri Jing Ji Xin Wen· 2025-11-19 09:43
每经AI快讯,海大集团(SZ 002311,收盘价:58.54元)11月19日晚间发布公告称,2025年11月19日, 公司首次通过回购专用证券账户以集中竞价方式回购公司股份约14万股,约占公司总股本的0.01%,最 高成交价58.5元/股,最低成交价为57.76元/股,成交总金额约为799万元。 每经头条(nbdtoutiao)——爱泼斯坦案文件解密倒计时,美国会"秒过"法案直通特朗普,引爆两党"极 限撕扯" (记者 曾健辉) 截至发稿,海大集团市值为974亿元。 2025年1至6月份,海大集团的营业收入构成为:饲料行业占比83.45%,苗种行业占比16.55%。 ...
饲料板块11月19日涨1.19%,天马科技领涨,主力资金净流入1.93亿元
Zheng Xing Xing Ye Ri Bao· 2025-11-19 08:46
证券之星消息,11月19日饲料板块较上一交易日上涨1.19%,天马科技领涨。当日上证指数报收于 3946.74,上涨0.18%。深证成指报收于13080.09,下跌0.0%。饲料板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688156 | 路德科技 | 17.85 | -5.90% | 3.22万 | 5889.34万 | | 001366 | 播恩集团 | 14.44 | -2.63% | 3.78万 | 5451.86万 | | 603151 | 邦基科技 | 19.03 | -2.41% | 3.77万 | 7177.47万 | | 603363 | 傲农生物 | 5.03 | -1.57% | 47.19万 | 2.38亿 | | 000702 | 正虹科技 | 7.48 | -1.32% | 6.82万 | 5093.95万 | | 301498 | 乖宝宠物 | 71.25 | -0.90% | 1.61万 | 1.15亿 | | 920419 | 路斯股份 ...
美农生物股价涨6.99%,国泰基金旗下1只基金位居十大流通股东,持有115.59万股浮盈赚取153.73万元
Xin Lang Cai Jing· 2025-11-19 05:37
Group 1 - The core point of the article highlights the recent performance of Meino Biological, which saw a stock price increase of 6.99%, reaching 20.36 CNY per share, with a total market capitalization of 2.866 billion CNY [1] - Meino Biological specializes in the research, production, and sales of feed additives and enzymatic protein feed materials, with its main business revenue composition being functional feed additives (58.94%), nutritional feed additives (21.25%), enzymatic protein feed materials (13.33%), concentrated feed (5.53%), and others (0.94%) [1] Group 2 - From the perspective of major circulating shareholders, Guotai Fund's ETF, Guotai Zhongzheng Livestock Breeding ETF (159865), increased its holdings by 334,500 shares, now holding a total of 1,155,900 shares, which accounts for 1.55% of the circulating shares [2] - The Guotai Zhongzheng Livestock Breeding ETF has a current scale of 6.097 billion CNY, with a year-to-date return of 14.49% and a one-year return of 12.63% [2]
金新农涨2.14%,成交额8706.54万元,主力资金净流入798.22万元
Xin Lang Cai Jing· 2025-11-19 05:33
Core Viewpoint - Jin Xin Nong's stock price has shown significant fluctuations this year, with a year-to-date increase of 32.49% but a recent decline of 7.56% over the past five trading days [2]. Group 1: Stock Performance - As of November 19, Jin Xin Nong's stock rose by 2.14%, reaching 5.26 CNY per share, with a trading volume of 87.07 million CNY and a turnover rate of 2.10% [1]. - The stock has experienced a year-to-date increase of 32.49%, a 7.56% decline in the last five trading days, a 12.88% increase over the last 20 days, and a 26.44% increase over the last 60 days [2]. Group 2: Company Overview - Jin Xin Nong, established on November 6, 1999, and listed on February 18, 2011, is located in Shenzhen, Guangdong Province, and specializes in the research, production, and sales of pig feed products [2]. - The company's revenue composition includes: pig compound feed (49.43%), live pigs (32.10%), other feed (9.29%), pig concentrated feed (5.43%), pig premix feed (2.82%), and other (0.58%) [2]. Group 3: Financial Performance - For the period from January to September 2025, Jin Xin Nong reported a revenue of 3.541 billion CNY, reflecting a year-on-year growth of 3.04%, while the net profit attributable to shareholders was -94.22 million CNY, a decrease of 438.06% year-on-year [2]. - The company has distributed a total of 368 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders for Jin Xin Nong was 43,400, a decrease of 13.57% from the previous period, with an average of 18,530 circulating shares per person, an increase of 15.70% [2]. - The second-largest circulating shareholder is the Guotai Zhongzheng Livestock Breeding ETF, holding 12.7276 million shares, an increase of 4.7225 million shares compared to the previous period [3].
百洋股份股价涨6.4%,诺安基金旗下1只基金位居十大流通股东,持有248.09万股浮盈赚取114.12万元
Xin Lang Cai Jing· 2025-11-19 05:33
诺安多策略混合A(320016)基金经理为孔宪政。 11月19日,百洋股份涨6.4%,截至发稿,报7.65元/股,成交1.16亿元,换手率4.76%,总市值26.50亿 元。 资料显示,百洋产业投资集团股份有限公司位于广西南宁市高新技术开发区高新四路9号,成立日期 2000年4月19日,上市日期2012年9月5日,公司主营业务涉及饲料及饲料原料业务、水产品加工及生物 制品业务。主营业务收入构成为:水产品加工44.54%,饲料36.77%,饲料原料9.45%,远洋捕捞海产品 4.80%,其他2.88%,生物制品1.56%。 从百洋股份十大流通股东角度 数据显示,诺安基金旗下1只基金位居百洋股份十大流通股东。诺安多策略混合A(320016)三季度新 进十大流通股东,持有股数248.09万股,占流通股的比例为0.74%。根据测算,今日浮盈赚取约114.12 万元。 诺安多策略混合A(320016)成立日期2011年8月9日,最新规模18.55亿。今年以来收益77.88%,同类 排名151/8138;近一年收益83.58%,同类排名150/8055;成立以来收益243.3%。 截至发稿,孔宪政累计任职时间4年359天 ...
2025年1-9月中国饲料产量为25069.6万吨 累计增长6.4%
Chan Ye Xin Xi Wang· 2025-11-19 03:56
Group 1 - The core viewpoint of the article highlights the growth in China's feed industry, with a projected production increase and significant year-on-year growth rates [1][2] - According to data from the National Bureau of Statistics, China's feed production in September 2025 is expected to reach 31.29 million tons, reflecting a year-on-year growth of 5.2% [1] - For the period from January to September 2025, the cumulative feed production in China is reported to be 250.696 million tons, showing a cumulative growth of 6.4% [1] Group 2 - Listed companies in the feed industry include New Hope (000876), Haida Group (002311), Tongwei Co., Ltd. (600438), Dabeinong Technology Group (002385), and Yuehai Feed [1] - The report referenced is the "2025-2031 China Feed Industry Market Research and Development Prospects Report" published by Zhiyan Consulting [1][2]
各地抢抓农时推进秋冬种,农业ETF天弘(512620)将于11月21日上市交易
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-19 03:31
Group 1 - The A-share market showed a strong rebound on November 19, with the ChiNext Index rising over 1.00%, the Shanghai Composite Index increasing by 0.47%, and the Shenzhen Component Index up by 0.46% [1] - The agricultural sector was notably active, with the China Securities Agricultural Index increasing by 0.40% [1] Group 2 - The Tianhong Agricultural ETF (512620) is set to be listed on November 21, tracking the China Securities Agricultural Index and covering sectors such as breeding and agricultural chemicals, with leading stocks including Muyuan Foods, Wens Foodstuff Group, and Haida Group [2] - The Ministry of Agriculture and Rural Affairs reported that over 80% of winter wheat has been sown nationwide, with significant progress in key provinces such as Henan (nearly 80%), Anhui (over 80%), and Shandong (nearly 90%) [2] - According to Guosheng Securities, the overall allocation in the agriculture, forestry, animal husbandry, and fishery sectors is currently low, below the standard allocation ratio, indicating potential investment opportunities [2] Group 3 - Kaisheng Securities noted that the previous overselling of live pigs, combined with a seasonal increase in consumption, may lead to a temporary strengthening of pig prices [3] - The supply side is expected to contract due to the overselling of live pigs in October and a reduction in breeding stock earlier in the year, while demand may increase due to a cold wave warning issued by the Central Meteorological Observatory on November 15 [3]
广东海大集团股份有限公司 关于以集中竞价方式回购公司股份方案的 报告书
Zheng Quan Ri Bao· 2025-11-18 23:16
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002311 证券简称:海大集团 公告编号:2025-061 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示: 1、回购股份的种类:公司发行的人民币普通股(A股)。 2、 回购金额及资金来源:不低于人民币10亿元(含)且不超过16亿元(含)。本次回购所需资金来源 于公司自筹资金。 3、回购价格上限:不超过62.00元/股(含)。 4、回购数量:在回购股份价格不超过62.00元/股的条件下,按回购金额上限16亿元(含)测算,预计 回购股份数量不低于2,580.6451万股,占公司总股本的1.55%;按回购金额下限10亿元(含)测算,预 计回购股份数量不低于1,612.9033万股,占公司总股本的0.97%,具体回购股份的数量以回购期满时实 际回购的股份数量为准。 5、回购用途:本次回购股份将用于注销并减少注册资本及实施股权激励计划及/或员工持股计划,其中 10亿元回购股份将用于注销并减少注册资本,超过10亿元的回购股份将用于实施股权激励计划及/或员 工持股计划。 6、回购期限:自股东会审议 ...
海大集团:拟以10亿元-16亿元回购公司股份
Xin Lang Cai Jing· 2025-11-18 11:53
海大集团公告,拟以10亿元-16亿元回购公司股份,回购价格不超过62元/股。预计回购股份数量不低于 1612.9万股,占公司总股本的0.97%,具体回购股份的数量以回购期满时实际回购的股份数量为准。 ...