2025.06. 05 本文字数：2735，阅读时长大约4分钟 作者 | 第一财经 潘寅茹 封图｜ 英国驻华贸易副使节施睿耀接受第一财经采访（第一财经任玉明摄） 据第一财经记者了解，今年英国农业与园艺发展委员会（AHDB）携手4家英国企业集中展示了英国 猪肉行业的优势与理念。与此同时，2家英国乳制品企业Wyke Farms和Coombe Castle与岸确国 际贸易（上海）有限公司建立了合作伙伴关系，并希望通过SIAL展继续扩大其零售渠道。其中， Wyke Farms带来了全新品牌London 1856车达芝士；Coombe Castle则将其独特风味的 wensleydale奶酪通过Grand'Or品牌带到中国市场。 商务部数据显示，2024年，中英双边贸易额983.6亿美元，同比增长0.4%，其中中国对英国出口 788.7亿美元，同比增长1.2%，自英国进口194.9亿美元，同比下降2.9%。就产业结构来看，中英 之间的农业贸易仅占比6%不到，双边在机械设备方面的贸易占25%。 谈及英国农产品与食品在当前中国市场中的表现，施睿耀表示，可能对中国消费者而言，最熟悉的英 国食品莫过于威士忌，"但近年来，我们看 ...

今天亚太市场集体转跌，日经225、韩国综合指数跌近1%，恒生指数盘中跌1.5%。 | 王子新材 | | | | | --- | --- | --- | --- | | 002735 交易中05-30 13:27:27 北京 | | | | | 19.67 -2.18 -9.98% | | 2.76万人加自选 = 5 > | CN | | 高 19.98 开 19.67 | 量 21.38万手 | | 总市值 75.14亿 | | 低 19.67 换 7.62% | 额 4.21亿 | 市盈TTM 亏损 | | | 股价异动 跌停 -9.98% 现价19.67 | | | 09:30 | | 分时 日K 五日 | 周K | 室K | 年K 分钟▼ | | 均线 MA5:19.70 10:17.95 20:14.26 60:11.15 | | | 0 前复权 | | 23.07 | | | 21.85 · | | 18.87 | | | | | 14.68 | | | | | 10.49 | | | | | H | | | | | · 7.51 | | | | 永安药业跌停，28日永安药业公告表示：近期公司股价短 ...

A股市场今天(5月30日)上午整体走低，主要指数多数下跌，创新药概念掀起涨停潮，成为上午A股市场主要亮点之一。 港股市场方面，恒生指数盘中跌幅超过1%。受到利好消息刺激，石药集团上午盘中一度暴涨逾12%。理想汽车-W上午股价亦大涨。 A股今天上午整体走低创新药概念掀起涨停潮 A股市场今天上午整体走低，主要指数多数下跌，不过跌幅普遍也不大。 行业板块和赛道方面，若按照申万一级行业划分，电子、汽车、机械设备等板块领跌，计算机、电力设备、通信等板块跌幅居前。 农林牧渔、医药生物等板块逆市抗跌。 概念板块方面，创新药概念大涨，板块整体涨幅一度在3%左右。板块内个股则掀起涨停潮，睿智医药（300149）、华纳药厂盘中"20cm"涨停，另有10多 股盘中涨停或涨幅超过10%。 | | 创新药 1021.75 +25.02 +2.51% | | EQG | | --- | --- | --- | --- | | 成分股 关联基金 | 讨论 | F10 | | | 诺思兰德 | 22.39 +22.82% 61.41亿 | | | | 430047 | | | | | 睿智医药 | 10.27 | +19.98% | 51. ...

Core Insights - The article highlights the entrepreneurial journey of Ning Pengjie, who has successfully established a niche in the pork retail sector through innovative business models and resilience [1][3]. Company Overview - Ning Pengjie is the chairman of Changsha Mu Yi Agricultural Products Co., Ltd., which operates the brand "Zhu Si Ling" focusing on high-quality, affordable pork products [4]. - The company was founded in August 2021, emphasizing a business model that combines self-operated and franchise elements, allowing partners to invest in stores while the company manages supply and marketing strategies [4]. Business Growth - The company began its offline pork wholesale business in October 2020 and opened its first retail store in March 2021, achieving profitability in the first month [3]. - The number of stores grew from 5 in 2021 to 12 in 2022, and surged to 56 in 2023, with projected revenues of 1.5 billion in 2023 and 3.2 billion in 2024 [3][4]. Market Strategy - The brand differentiates itself by focusing on fresh products, competitive pricing, and effective marketing strategies, including discounts and a daily fresh supply model [4]. - The core competitive advantages include a unique operating model, precise market positioning, and effective marketing strategies [4]. Challenges and Vision - The company faces challenges such as a lack of middle management, which could impact its growth [4]. - Ning Pengjie aims to expand the brand into a national chain and establish it as a century-old enterprise, with a vision of becoming a publicly listed company that benefits society [6].

Group 1 - The article discusses the performance of the wine industry, highlighting a growth rate of 27.21% in sales [1] - It mentions a significant increase in franchise operations, with a reported growth of 16.89% [1] - The overall market value of the wine sector is noted to be approximately 134.64 billion [1] Group 2 - The report indicates that the international market for wine is projected to reach 19.68 billion, with a growth rate of 19.69% [1] - It also highlights a specific franchise's revenue of 2.82 billion, reflecting strong market demand [1] - The article emphasizes the importance of strategic partnerships in driving growth within the industry [1]

Core Insights - Shunxin Agriculture reported a revenue of 9.126 billion yuan and a net profit of 231 million yuan for the previous year, marking a year-on-year increase of 178.2% [1] - The company aims to enhance its governance and improve the quality of its listed entity while focusing on its two main businesses: liquor and pork [3] Liquor Business - In 2024, Shunxin's liquor segment generated a revenue of 7.041 billion yuan, reflecting a growth of 3.19% year-on-year, with sales volume reaching 369,400 kiloliters [1] - The Niulanshan distillery capitalized on market trends, achieving significant sales growth in key regions, with the Pearl River Delta market increasing by 50% and Xinjiang market by 23% year-on-year [1] - The classic Erguotou series saw a sales increase of 32%, while the traditional Erguotou series grew by 37% year-on-year [1][2] Pork Business - The pork segment reported a revenue of 1.891 billion yuan, down 27.21% year-on-year, with slaughtering and breeding revenues at 1.689 billion yuan and 202 million yuan, respectively [2] - The company has been adjusting its production rhythm in response to industry dynamics and pork price trends to ensure stable supply in the Beijing market [2] - Shunxin has been recognized as a "Beijing Old Brand" enterprise and has been included in the "China Meat Food Safety Credit System Construction Demonstration Project" for ten consecutive years, enhancing its brand value [2] Future Strategy - For 2025, Shunxin has outlined a "Five-Five" development strategy focusing on governance and quality enhancement, aiming to strengthen its liquor and pork businesses [3] - The liquor segment will leverage consumer trends and technological advancements to establish a new brand of Chinese liquor, while the pork segment will focus on high-quality meat supply and processing [3] - The company plans to distribute a cash dividend of 1.50 yuan per 10 shares, totaling 111.27 million yuan, with a payout ratio of 48.13%, the highest in 22 years [3]

Core Viewpoint - The company reported a revenue decline in 2024 but achieved a significant turnaround in net profit compared to the previous year, indicating a potential recovery trajectory in its core businesses [1][2]. Financial Performance - In 2024, the company achieved a revenue of 9.126 billion, a year-on-year decrease of 13.8%, and a net profit of 231 million, compared to a loss of 296 million in the previous year [1]. - The company reported a net profit of 282 million in Q1 2025, a year-on-year decrease of 37.34% [1]. Business Segment Analysis - **Baijiu (White Liquor) Business**: - In 2024, the Baijiu segment generated revenue of 7.041 billion, a year-on-year increase of 3.2%, with sales volume and price per ton increasing by 0.8% and 2.4% respectively [2]. - The high-end and mid-range Baijiu products saw slight revenue declines, while low-end products increased by 5.1% [2]. - The classic Erguotou series saw sales growth of 32%, and traditional Erguotou series products increased by 37% [2]. - **Pork Business**: - The pork segment reported revenue of 1.891 billion, a year-on-year decrease of 27.2%, with slaughtering business revenue at 1.689 billion, an increase of 3.2% [2]. - The company focused on product structure improvement and cost reduction, leading to a significant reduction in losses [2]. Regional Performance - Revenue from the Beijing region decreased by 35.8% to 2.777 billion, while revenue from outside Beijing increased by 1.2% to 6.349 billion [3]. - The company has seen success in expanding its market presence in regions like the Pearl River Delta and Xinjiang, with sales growth of 50% and 23% respectively [3]. Profitability and Cost Management - The company achieved a gross margin of 36.03% in 2024, an increase of 4.2 percentage points year-on-year, with Baijiu and slaughtering business margins at 44.99% and 2.42% respectively [4]. - The company’s net profit margin for 2024 was 2.53%, an increase of 5.3 percentage points year-on-year [4]. Strategic Focus - The company aims to stabilize its core businesses in Baijiu and pork after divesting its real estate operations, focusing on market cultivation and product structure adjustments [5]. - The company plans to enhance its high-end product promotion and optimize its pork business model to improve profitability [5]. Future Outlook - Revenue projections for 2025 and 2026 are 8.502 billion and 8.860 billion respectively, with expected year-on-year changes of -6.8% and +4.2% [5]. - Net profit forecasts for the same period are 201 million and 269 million, with year-on-year changes of -12.9% and +33.6% [5].

规模方面，必选消费ETF近2周规模增长2544.57万元，实现显著增长。份额方面，必选消费ETF最新份额达7.54亿份，创近1年新高。 从资金净流入方面来看，必选消费ETF近7天获得连续资金净流入，最高单日获得655.93万元净流入，合计"吸金"2571.61万元。 白酒板块2025年下半年业绩低基数下或迎弹性表现，必选消费ETF(512600)冲 击3连涨 从估值层面来看，必选消费ETF跟踪的中证主要消费指数最新市盈率（PE-TTM）仅20.9倍，处于近3年7.54%的分位，即估值低于近3年92.46%以上的时间， 处于历史低位。 截至2025年3月26日 10:59，中证主要消费指数上涨0.55%，成分股牧原股份上涨3.52%，温氏股份上涨2.76%，圣农发展上涨2.28%，新希望上涨1.38%，古井 贡酒上涨1.10%。必选消费ETF(512600)上涨0.29%， 冲击3连涨，盘中成交额已达352.95万元。 天风证券研报指出，当前白酒板块估值仍处于合理偏低水位，基于：① 消费政策或将持续落地催化；② 白酒板块2025年下半年业绩低基数下或迎弹性表 现；③ 白酒对外资吸引力仍强等，后续或仍有进一步修复 ...

以下文章来源于天天IPO ，作者岳笑笑 天天IPO . 大洋彼岸，新年第一道IPO钟声敲响。 北京时间1月2 8日晚间，除夕夜，全球最大猪肉巨头——史密斯菲尔德食品公司 （Smit hfi e l d Fo o d s）正式登陆纳斯达克。此次IPO发行价每股价格20美元，截至收 盘市值约7 9 . 5亿美元（约合人民币570亿元）。 投资界（PEdaily.cn）旗下，专注IPO动态 新年第一个IPO。 作者 I 岳笑笑 报道 I 投资界PEdaily 你可能会对史密斯菲尔德感到陌生，但背后所属的——双汇系，却贯穿了大部分中国 人的餐桌记忆。源于2 0 1 3年一笔"蛇吞象"跨国并购案，史密斯菲尔德从美国国民火腿 巨头，摇身一变为中国猪肉食品公司万洲国际旗下品牌，目前董事长是被誉为"猪肉 王"的万隆。 敲钟现场，8 5岁高龄的万隆现身。他从河南漯河走到纳斯达克，从双汇到史密斯菲尔 德，凭借三个超级IPO缔造市值2000多亿元的双汇系版图。而在他身后，统治中国食 品半壁江山的河南老乡，正在排队IPO敲钟。 河南大佬执掌 昨晚，美国最大猪肉工厂IPO 先从史密斯菲尔德被双汇收购之前说起。 这家来自美国的生猪及猪肉 ...