Core Viewpoint - Rongye Foods (WYHG) experienced a stock price increase of 5.65% on August 11, reaching $1.31 per share, with a total market capitalization of $65.93 million [1] Financial Performance - As of March 31, 2025, Rongye Foods reported total revenue of $34.616 million, reflecting a year-on-year growth of 2.52% [1] - The company's net profit attributable to shareholders was $2.8194 million, showing a significant decline of 39.06% compared to the previous year [1] Company Overview - Rongye Foods Holdings Group Limited is a holding company registered in Hong Kong, primarily operating through its subsidiaries in mainland China [1] - The company is recognized as one of the prominent meat processing enterprises in China [1]

Core Viewpoint - Rongye Foods (WYHG) experienced an 11.0% increase in stock price, reaching $1.277 per share, with a total market capitalization of $64.2474 million as of August 9 [1] Financial Performance - As of March 31, 2025, Rongye Foods reported total revenue of $34.616 million, reflecting a year-on-year growth of 2.52% [1] - The net profit attributable to the parent company was $2.8194 million, showing a significant decline of 39.06% compared to the previous year [1] Company Overview - Rongye Foods Holdings Limited is a holding company registered in Hong Kong, primarily operating through its subsidiaries in mainland China [1] - The company is recognized as one of the prominent meat processing enterprises in China [1]

Core Viewpoint - Rongye Foods (WYHG) experienced a stock price increase of 2.79% on August 8, reaching $1.203 per share, with a total market capitalization of $60.53 million [1] Financial Performance - As of March 31, 2025, Rongye Foods reported total revenue of $34.616 million, reflecting a year-on-year growth of 2.52% [1] - The net profit attributable to the parent company was $2.8194 million, showing a significant year-on-year decrease of 39.06% [1] Company Overview - Rongye Foods Holdings Limited is a holding company registered in Hong Kong, primarily operating through its subsidiaries in mainland China [1] - The company is recognized as one of the prominent meat processing enterprises in China [1]

本文源自：金融界 8月6日，荣业食品(WYHG)盘中上涨2.58%，截至22:21，报1.19美元/股，成交3.25万美元，总市值 5988.88万美元。 作者：行情君 财务数据显示，截至2025年03月31日，荣业食品收入总额3461.6万美元，同比增长2.52%；归母净利润 281.94万美元，同比减少39.06%。 资料显示，荣业食品控股集团有限公司是一家在香港注册成立的控股公司。该公司是一家控股公司,没 有自己的实质性经营,通过在中国大陆的经营子公司进行经营。是中国著名的肉制品加工企业之一。 ...

8月5日，荣业食品(WYHG)开盘上涨7.81%，截至21:30，报1.22美元/股，成交34.06万美元，总市值 6140.37万美元。 财务数据显示，截至2025年03月31日，荣业食品收入总额3461.6万美元，同比增长2.52%；归母净利润 281.94万美元，同比减少39.06%。 资料显示，荣业食品控股集团有限公司是一家在香港注册成立的控股公司。该公司是一家控股公司,没 有自己的实质性经营,通过在中国大陆的经营子公司进行经营。是中国著名的肉制品加工企业之一。 本文源自：金融界 作者：行情君 ...

近日，山东肉类协会公布了2025年度"星级肉类专卖店"评选结果，山东得利斯集团有限公司（以下简 称"得利斯"）多家门店荣获五星级"肉类专卖店"称号。 山东省作为全国肉类生产与消费大省，近年来持续推进肉类行业标准化、品牌化建设。得利斯作为本土 重要企业，将继续以消费者需求为核心，推动门店数字化、服务精细化，为大众提供更安全、更健康、 更便捷的肉类消费体验。 山东肉类协会作为山东省内肉类行业的权威组织，每年通过严格的评审体系对全省肉类专卖店进行综合 考核，评定机构设星级评定委员会，评定委员会由行业协会、企业、认证机构、科研院所等单位的人员 组成，从"产品质量、卫生安全、服务水平、品牌形象、经营管理"多个维度展开全方位评估。 这项荣誉不仅对得利斯长期坚持高品质产品战略的又一次肯定，也体现了行业与消费者对得利斯品牌实 力的双重认可。得利斯自1984年创立以来，始终专注于肉制品研发与生产，构建了从生猪养殖、屠宰加 工到终端销售的全产业链布局。该公司低温肉制品、风味冷却肉等产品多次获得"绿色食品"等称号。此 次星级门店的评选，进一步印证了得利斯"从牧场到餐桌"的品质把控能力。 ...

8月4日，荣业食品(WYHG)盘中上涨6.93%，截至22:00，报1.21美元/股，成交1.55万美元，总市值 6090.04万美元。 财务数据显示，截至2025年03月31日，荣业食品收入总额3461.6万美元，同比增长2.52%；归母净利润 281.94万美元，同比减少39.06%。 资料显示，荣业食品控股集团有限公司是一家在香港注册成立的控股公司。该公司是一家控股公司,没 有自己的实质性经营,通过在中国大陆的经营子公司进行经营。是中国著名的肉制品加工企业之一。 本文源自：金融界 作者：行情君 ...

Core Insights - Delisi Group is leveraging a "9+3+N" modern industrial system strategy in Weifang City, focusing on the integration of multiple chains to transition from traditional meat processing to a full value chain in prepared dishes, promoting agricultural modernization and rural economic diversification [1] Group 1: Company Strategy and Operations - Delisi has established five major production bases in Shandong, Beijing, Shaanxi, Jilin, and Jiangxi, with significant slaughtering capacities of 1 million heads/year in Shandong and 2 million heads/year in Jilin, while a new 2 million heads/year project in Shaanxi is under construction to enhance raw material security [2] - The company has achieved an annual production capacity of 180,000 tons in prepared dishes, including 100,000 tons of pork/chicken and 30,000 tons of beef in Shandong, along with 50,000 tons in the Shaanxi base, and the establishment of Jiangxi Delisi Food Co., Ltd. supports a nationwide layout with regional customization [2] - Delisi aims to enhance the synergy between primary, secondary, and tertiary industries by extending the agricultural value chain, converting primary agricultural products into high-value prepared foods, thus improving resource utilization efficiency and promoting standardization in upstream breeding and convenience in downstream dining [2] Group 2: Innovation and Market Strategy - The company is focusing on a "production and sales coordination" strategy, accelerating capacity release in Shaanxi and Jiangxi, and improving supply chain networks across various regions including East, North, South, Northwest, and Southwest China [3] - Delisi is committed to product innovation by deepening its focus on major products while developing differentiated new products that reflect local culinary characteristics, thereby enhancing market competitiveness [3] - The company plans to establish a comprehensive marketing network to penetrate lower-tier markets and accelerate new retail initiatives, aiming for value enhancement across the entire industrial chain [3] - Delisi is advancing digital transformation to create an efficient operational management system, continuously enhancing its core competitiveness [3]

Investment Rating - The report initiates coverage with a "Buy" rating for the company [6]. Core Views - The company is positioned to benefit from the upward cycle of the beef market, with expectations of profit recovery and growth driven by its strong brand and integrated meat industry chain [4][71]. - The company has a long history and has developed a comprehensive meat industry chain, enhancing its competitive edge [10][11]. Summary by Sections 1. Company Overview - The company, established in 1930, has evolved from a small workshop to a comprehensive meat industry player, focusing on high-quality products and brand development [10]. - It operates a full industry chain including feed production, breeding, slaughtering, and meat processing, which forms its core competitive advantage [11]. 2. Beef Market Cycle - The beef market is expected to experience a cyclical upturn, influenced by both domestic and international supply factors [30]. - The report highlights the low concentration in China's beef market, suggesting potential for significant price elasticity and recovery following capacity adjustments [49][51]. - Major beef-producing countries are anticipated to see price improvements that will positively impact the domestic market [56]. 3. Business Segments - The company controls New Zealand's largest beef slaughtering enterprise, Silver Fern Farms, which enhances its global trade capabilities [73]. - The brand "Guanshengyuan" is a key asset, with a strong market presence in various food categories, contributing to the company's long-term performance stability [2]. - The company is a major player in the pig farming sector, ensuring stable supply and collaboration across the entire meat production chain [2][3]. 4. Financial Forecast and Investment Recommendations - Projected net profits for 2025, 2026, and 2027 are estimated at 431 million, 680 million, and 769 million yuan respectively, with corresponding EPS of 0.46, 0.73, and 0.82 yuan [5]. - The company is expected to benefit from the beef cycle's upward trend, leveraging its core competencies in the meat industry [4][71].

Group 1 - The company held its 16th meeting of the 5th Supervisory Board on May 13, 2025, with three supervisors present, and the meeting complied with relevant laws and regulations [1] - The Supervisory Board approved the adjustment of the amount of funds to be invested in fundraising projects, stating that the decision was made based on the actual situation of the funds raised and did not affect the normal implementation of the projects [1][2] - The board also agreed to use part of the raised funds to provide loans to subsidiaries for project implementation, confirming that this action complied with legal requirements and did not harm shareholder interests [2][3] Group 2 - The company plans to use up to RMB 500 million of idle raised funds to temporarily supplement working capital, which is in line with regulatory requirements and will not affect the construction of fundraising projects [2][3] - The Supervisory Board approved the use of RMB 57.494 million of raised funds to replace self-raised funds previously invested in projects and paid issuance expenses, enhancing the efficiency of fund utilization [4]