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【私募调研记录】星石投资调研益生股份
Zheng Quan Zhi Xing· 2025-06-06 00:10
Group 1 - Star Stone Investment recently conducted research on Yisheng Livestock and Poultry Science and Technology Co., Ltd, revealing that large white feather broilers are primarily used for processing, while the Yisheng 909 small white feather broilers are more flexible in meeting market demands [1] - The price of parent breeding chicken seedlings increased from 45 yuan per set in May to 50 yuan per set in June, indicating a rising trend [1] - The company introduced 90,000 sets of grandparent meat breed chickens from March to May, which is a significant proportion, and expects tight supply of quality parent breeding chicken seedlings in the second half of 2025, which will support prices [1] Group 2 - Yisheng Livestock plans to invest in a project to build a breeding farm for 1 million sets of parent breeding chickens and a matching feed factory, which is expected to produce about 100 million commercial breeding chickens annually upon reaching full capacity [1] - The decision on which white feather chicken breed to raise is primarily based on which breed can generate more profit [1] - The company has extensive experience in breeding pigs and is strategically positioned in the breeding source sector [1]
温氏股份2025年第一季扭亏为盈,55岁董事长温志芬去年薪酬翻番至700万元
Sou Hu Cai Jing· 2025-06-05 10:58
Group 1 - The company achieved operating revenue of 24.32 billion yuan in Q1 2025, representing a year-on-year growth of 11.34% [1] - The net profit attributable to shareholders was 2.00 billion yuan, a significant turnaround from a loss of 1.24 billion yuan in the same period last year, marking an increase of 261.92% [1] - The basic earnings per share reached 0.3025 yuan, compared to a loss of 0.1868 yuan per share in the previous year, reflecting a growth of 261.94% [1] Group 2 - As of the end of the reporting period, the company's net asset per share was 6.35 yuan, an increase of 35.68% year-on-year [2] - The operating cash flow per share was 0.57 yuan, up 68.98% compared to the previous year [2] - The company's gross margin for Q1 2025 was 14.29%, a substantial increase of 336.96% year-on-year, while the net margin was 8.53%, up 248.26% [2] Group 3 - The chairman of the company, Wen Zhifeng, received a salary of 3.279 million yuan in 2023 and 6.998 million yuan in 2024, reflecting a salary increase of 113.42% [4] - In 2024, the company reported an operating revenue of 104.86 billion yuan, a year-on-year increase of 16.64%, and a net profit attributable to shareholders of 9.23 billion yuan, up 244.46% [4] - The main business of the company involves the breeding and sale of meat chickens and pigs, with the company established on July 26, 1993, and listed on November 2, 2015 [4]
益生股份(002458) - 2025年6月4日投资者关系活动记录表
2025-06-05 09:10
投资者关系活动记录表 二、回答投资者的有关问题: 1、大型白羽肉鸡与益生 909 小型白羽肉鸡的用途? 证券代码:002458 证券简称:益生股份 山东益生种畜禽股份有限公司 投资者关系活动记录表 编号:2025-06 投资者关系 活动类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 活动参与人员 天风证券:林毓鑫星石投资:王辉 时间 2025 年 6 月 4 日 地点 山东益生种畜禽股份有限公司会议室 形式 现场调研 上市公司 接待人员姓名 证券事务代表:李玲女士 交流内容及具体 问答记录 一、公司情况介绍: 益生股份成立于 1989 年,主要引进、繁育世界优质畜禽良种, 向社会推广种鸡、种猪及商品肉雏鸡,公司以高代次畜禽种源供应为 核心竞争力,是我国乃至亚洲最大的祖代肉种鸡养殖企业,祖代肉种 鸡饲养规模连续十多年雄居全国第一,约占国内进口种鸡市场 1/3 的 份额,公司商品代鸡苗的销量在国内也是最多的。 公司以高代次畜禽种源供应为核心竞争力,是白羽肉鸡行业的龙 头企业,公司在山东、江苏、安徽、黑龙江、河北、山西和新疆 7 个 省(自治区)建立种禽养 ...
最高人民法院发布2024年度人民法院环境资源审判典型案例
Yang Shi Wang· 2025-06-05 02:52
二是以高质量审判服务高质量发展,助力经济社会发展全面绿色转型。人民法院全面贯彻新发展理念, 妥善化解经济社会发展全面绿色转型过程中的矛盾纠纷,积极促进产业结构、能源结构、企业发展等重 点领域绿色低碳转型,协同推进降碳、减污、扩绿、增长,通过高水平生态环境保护助力经济社会高质 量发展。如案例4,人民法院贯彻落实民法典绿色原则、绿色条款,在处理案涉合同纠纷中综合考虑企 业履行合同过程中的投入、后续发展和环境保护等因素,府院联动实质性化解矛盾纠纷,提出科学合理 解决方案,通过添加发酵菌剂编制牛用铺垫、肥力还田、与生物质燃料公司合作制作生物质颗粒等方 式,促推露天堆积的7000余吨牛粪再利用,一体做实生态环境保护和当事人合法权益维护。 三是践行生态环境预防性、恢复性司法,着力提升生态系统多样性稳定性持续性。人民法院坚持保护优 先、预防为主原则,围绕生态系统保护和修复、生物多样性保护等加大审判力度,通过适用禁止令保全 措施等方式,预防、避免生态破坏与环境污染的发生和扩大,有力支撑构建从山顶到海洋的保护治理大 格局。如案例5,人民法院运用预防性司法措施,对破坏新发现珍稀物种长兴水韭生存环境的行为适用 禁止令保全措施,及时 ...
温氏股份实际控制人薪火相传:注入传承新动能,保障控制权稳定
Core Viewpoint - The announcement by Wens Foodstuff Group (温氏股份) regarding the completion of the adjustment of its actual controllers aims to stabilize control, enhance corporate governance, and ensure a smooth generational transition for long-term development [1][2][4]. Group 1: Adjustment of Actual Controllers - The new "Joint Action Agreement" has been signed by ten individuals, including Wens Pengcheng and Wens Junsheng, effective from June 4, 2025, for a duration of seven years [2]. - The previous actual controllers, Liang Huanzhen, Wu Cuizhen, Chen Jianxing, Liu Rongjiao, and Gu Jinying, have exited the list of actual controllers due to personal reasons [2]. Group 2: Governance and Control Stability - The ten actual controllers collectively hold 794,385,625 shares, representing 11.94% of the total share capital, maintaining a similar holding level to the previous controllers [3]. - The new actual controllers have made significant contributions to the company's strategic development and management, holding key positions such as chairman, director, and vice president [3]. Group 3: Compliance and Operational Continuity - The adjustment complies with relevant laws and regulations, ensuring no significant impact on the company's main business or financial status, and no changes in management [4]. - The new actual controllers will inherit existing commitments related to avoiding competition, regulating related transactions, and ensuring the company's independence, thereby stabilizing the governance structure [4].
去年10月份以来,回购增持再贷款工具“贷”动效应显现607家上市公司披露贷款总额上限超1260亿元
Zheng Quan Ri Bao· 2025-06-04 16:29
本报记者 吴晓璐 6月3日晚间,浙江嘉化能源化工股份有限公司(以下简称"嘉化能源")等3家上市公司披露其获得银行回购贷款。据同花 顺iFinD数据统计,截至6月4日,自去年10月份以来,累计607家上市公司披露651单回购增持贷款,贷款金额上限合计1260.25 亿元。 随着政策工具的优化,今年以来,回购增持贷款的参与度和覆盖面进一步提升,中小民企披露的回购增持贷款明显增多, 回购增持再贷款工具对回购增持的"贷"动效应也进一步显现。 南开大学金融学教授田利辉对《证券日报》记者表示,股票回购增持再贷款通过银行的专项资金支持,短期来看,稳定了 市场预期,阻断了外部严峻冲击下的市场负向循环。长期来看,也有助于上市公司资本结构的优化和市场投资理性的形成。一 方面,回购注销减少股本,优化资本结构,提升每股收益。另一方面,增持回购还可推动市场定价更关注企业内在价值,培育 理性投资理念。 年内中小民企披露贷款增多 自从去年10月份股票回购增持再贷款政策工具正式设立以来,民企披露的回购增持贷款的数量和金额一直较高。上述607 家公司中,393家是民企,占比64.74%。这些民企共披露423单回购增持贷款,贷款金额上限合计66 ...
有鲜则名,有水则灵——央视《走遍中国》走进清远
Nan Fang Nong Cun Bao· 2025-06-04 02:34
有鲜则名,有水 则灵——央视 《走遍中国》走 进清远_南方+_ 南方plus 0:00 (CCTV4《走遍中国》《清远不远—有鲜则名》,时长共25分36秒) 0:00 (CCTV4《走遍中国》《清远不远—有水则灵》,时长共25分34秒) 清远,有山有水 有文化,是一座 人杰地灵的"岭 南绿都"。这里 群山连绵,挺拔 逶迤,草木繁 茂,森林覆盖率 "小鸡仔们,全 军出击!"在海 拔数百米的山林 中,退役军人蓝 近70%。北江、 连江、潖江"三 江"在此交汇, 因江而盛,因水 而兴,山水相 映,让清远成为 粤北重要的水源 涵养区和生态屏 障。这里的一只 鸡、一杯茶、一 株笋,都蕴藏山 野的鲜味;一江 水、一池泉、一 道激流,跃动水 的灵韵。当生态 与产业交融,清 远正 用"鲜"与"灵"的 双生密码,解锁 乡村振兴的绿色 未来。 山野藏鲜 传统农业焕发新气象 欣欣正在训练他 的"战斗鸡军 团",这群清远 麻鸡每日攀爬70 度陡坡,训足 180天才能"毕 业"。它们每天 吃的是玉米、稻 谷与山林虫蚁, 喝的是山泉水, 羽毛如麻色绸 缎,肉质紧实、 鸡香浓郁。 蓝欣欣历经8年 风雨,将贫瘠荒 山变为年出栏30 万只鸡的 ...
“荔”争上游,2025新兴龙舟公开赛将于6月激情开赛
Nan Fang Nong Cun Bao· 2025-06-01 02:35
"荔"争上游, 2025新兴龙舟公 开赛将于6月激 情开赛_南方+_ 南方plus 5月30日,2025 新兴龙舟公开赛 新闻发布会召 开,2025新兴龙 舟公开赛将于6 月21日至22日在 新城镇大南河温 氏大桥段举行。 据介绍,本次赛 事由广东省龙舟 协会指导,新兴 县人民政府主 办,邀请来自国 内以及港澳地区 高水平队伍参 赛,包括18支男 子公开组22人龙 舟队、9支女子 公开组12人龙舟 队,并组织了16 支由乡镇、单 位、企业组建的 本土队伍大众组 12人龙舟队参加 比赛。该赛事将 为男子公开组总 成绩前六名、女 子组前六名、大 众组前六名颁发 奖金、奖杯和证 书。 本次龙舟赛设计 了专属吉祥 物"禅龙宝"—— 以新兴特产"新 兴香荔" 为原型 而设计的拟人化 赛事吉祥物"荔 枝萌主" , 手持 代表新兴支柱性 产业的"不锈钢 龙船桨",腰间 佩莲花瓣团的腰 景。 "本次赛事以更 开放的格局汇聚 八方力量,参赛 队伍规模实现跨 越式增长:男子 公开组22人龙舟 队有18支,女子 组12人龙舟队有 9支,队伍数量 比上一届增加了 20%。参赛阵容 地域覆盖广,珠 三角及港澳地区 队伍占比超 60%, ...
1分钟突发!万亿巨头尾盘跳水!
证券时报· 2025-05-30 09:03
银行股尾盘突然跳水。 A股今日(5月30日)弱势下探,创业板指一度跌超1%;港股亦大幅下挫,恒生指数跌超1%,恒生科技指数跌逾2%。 中邮证券近日指出,2025年猪价难以大幅波动,行业去产能或较难推进。盈利情况将是今年行业最大看点,而成本差异是企业盈利能力的最有效鉴别器。当前饲料 成本下降已告一段落,养殖成本的下降将更加依赖于企业的养殖水平、管理水平等,故建议首选成本优势突出的标的。 具体来看,A股市场主要股指盘中震荡下探,深证成指、创业板指等一度跌超1%。截至收盘,沪指跌0.47%报3347.49点,深证成指跌0.85%报10040.63点,创业 板指跌0.96%报1993.19点,科创50指数跌0.94%,沪深北三市合计成交11646亿元,较此前一日减少490亿元。 场内超4100股飘绿,汽车、半导体等板块走低;农业股崛起,猪肉、鸡肉股亮眼,巨星农牧、湘佳股份涨停,牧原股份涨近5%;创新药概念再度活跃,睿智医药 连续两日涨停,华森制药斩获4连板;值得注意的是,多只高位股高位跳水,国芳集团、京华激光、王子新材、融发核电等相继跌停。 此外,上海银行、兴业银行等部分银行股尾盘突然异动,市值超万亿元的招商银行直线 ...
收评:沪指震荡调整跌0.47% 银行股与创新药概念逆市上涨
Xin Hua Cai Jing· 2025-05-30 07:30
Market Performance - A-shares experienced a decline on May 30, with the ChiNext index leading the drop. The Shanghai Composite Index closed at 3347.49 points, down 0.47%, with a trading volume of approximately 443.4 billion yuan. The Shenzhen Component Index closed at 10040.63 points, down 0.85%, with a trading volume of about 695.8 billion yuan. The ChiNext index closed at 1993.19 points, down 0.96%, with a trading volume of around 321 billion yuan [1] Sector Performance - The banking sector, traditional Chinese medicine, diversified finance, pork, innovative pharmaceuticals, and brain-computer interface stocks saw significant gains. Conversely, sectors such as electric machinery, internet e-commerce, complete automobiles, controllable nuclear fusion, humanoid robots, and copper cable high-speed connections experienced notable declines [2] Institutional Insights - According to Jifeng Investment Advisory, the recent market pullback is attributed to main force repositioning. With a series of counter-cyclical adjustment policies being implemented, the A-share market is gradually finding a bottom, presenting medium to long-term investment opportunities. In June, policy expectations and semi-annual report performance verification will drive funds towards sectors with high earnings certainty, focusing on consumption upgrades, high-tech growth, and undervalued sectors [3] - CITIC Securities noted an increase in attention towards robotics applications, particularly in logistics and healthcare. It recommends focusing on AI-enabled smart development applications, including sensors and exoskeleton robots, which do not necessarily rely on humanoid forms for growth [3] - Galaxy Securities highlighted that AR glasses manufacturers are pushing the technology from niche markets to mainstream consumer electronics. Despite challenges in cost, battery life, and user habits, the maturation of AI and AR technologies could lead to significant growth in the entire supply chain [3] Policy Developments - The Ministry of Industry and Information Technology announced the "Computing Power Interconnection Action Plan," aiming to establish a comprehensive standardization system for national public computing power by 2028. The plan includes promoting high-performance transmission protocols and creating a national platform for computing power resource interconnection [4] IPO Trends - Following the launch of the "Science and Technology Enterprise Express" in Hong Kong, there has been a surge in inquiries regarding IPOs from mainland companies. The Hong Kong Stock Exchange is working on optimizing listing regulations to attract more companies from various regions to list in Hong Kong [5] Industry Regulations - Several leading pig farming companies have received notifications to suspend the expansion of breeding sows and control the weight of market pigs to around 120 kg. This is part of a broader effort to manage production capacity and stabilize prices in the industry [6][7]