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持之以恒宁夏连续18年举办投资者集体接待日活动 辖区上市公司真金白银回报投资者力度不断增强
Zheng Quan Ri Bao Wang· 2025-05-29 13:09
另外,截至目前,宁夏已有11家次上市公司开展回购增持超5亿元,其中3家公司积极使用了股票回购增 持再贷款工具,占比18.75%。 北方民族大学经济学院教授张晓凤在接受《证券日报》记者采访时表示,宁夏上市公司业绩实现稳健增 长,并积极通过现金分红、回购增持等多种方式回馈投资者,非常有助于提升投资者的获得感,并提振 投资者的投资信心。 为进一步加强宁夏辖区上市公司与投资者的沟通交流,切实保护投资者合法权益,5月28日,在宁夏证 监局指导下,由宁夏上市公司协会、深圳市全景网络有限公司主办的"宁夏辖区上市公司投资者集体接 待日暨2024年度业绩说明会"在银川市举行。截至目前,宁夏已连续18年举办投资者集体接待日暨业绩 说明会活动。 2024年,宁夏16家上市公司实现营业收入623.38亿元,同比增长4.40%;实现净利润64.77亿元,同比增 长5.43%。同时,宁夏9家上市公司披露实施现金分红36.89亿元,同比增长41.85%,分红上市公司家数 与分红金额均创历史新高,显示出宁夏上市公司以扎实业绩和真金白银回报投资者的力度进一步增强。 宁夏证监局上述相关负责人表示,宁夏证监局将始终把保护投资者合法权益作为工作的出 ...
养殖ETF(516760)近3月涨幅排名同类第一,机构:“低成本+”猪企估值有望修复
Sou Hu Cai Jing· 2025-05-29 03:15
截至2025年5月29日 10:55,中证畜牧养殖指数(930707)上涨0.22%,成分股溢多利(300381)上涨2.33%,播恩集团(001366)上涨1.37%,兄弟科技(002562)上涨 1.32%,温氏股份(300498)上涨0.87%,安迪苏(600299)上涨0.74%。 养殖ETF(516760)上涨0.16%,最新价报0.63元。拉长时间看,截至2025年5月28日,养殖ETF近3月累计上涨7.20%,涨幅排名可比基金1/4。 2025年4月,生猪价格延续震荡走势但整体偏强,主要受3月标肥价差收窄刺激行业提前出栏,部分透支4月供给,缓解了市场压力。养殖盈利方面,自繁自 养利润均值达69.4元/头,环比增长64%,外购仔猪利润31.7元/头,环比扭亏。 截至5月28日,养殖ETF近6月净值上涨2.27%。从收益能力看,截至2025年5月28日,养殖ETF自成立以来,最高单月回报为17.22%,最长连涨月数为4个 月,最长连涨涨幅为17.79%,上涨月份平均收益率为4.75%。截至2025年5月28日,养殖ETF成立以来超越基准年化收益为3.29%。 从估值层面来看,养殖ETF跟踪的中证畜牧 ...
“猪茅”牧原股份拟港股上市,养殖ETF(516760)投资契机引关注
Xin Lang Cai Jing· 2025-05-28 02:58
Group 1 - The China Livestock Breeding Index (930707) decreased by 0.55% as of May 28, 2025, with mixed performance among constituent stocks [1] - Leading gainers included Juxing Agriculture (603477) up by 1.41%, while the biggest loser was Ruipubio (300119) down by 3.28% [1] - The Livestock ETF (516760) fell by 0.63%, currently priced at 0.63 yuan [2] Group 2 - Muyuan Foods announced plans for a Hong Kong listing to enhance overseas business development, leveraging experience in disease prevention and pig farming technology [2] - The launch of the world's first self-propelled water body natural exchange aquaculture vessel, "Bay Area Lingding," marks a new era in deep-sea aquaculture technology in China [2] - According to Founder Securities, short-term pig prices may remain volatile, with a balanced supply-demand situation expected in the second half of the year, leading to optimistic profit forecasts for pig farming companies [2] Group 3 - As of April 30, 2025, the top ten weighted stocks in the China Livestock Breeding Index accounted for 69.38% of the index, including companies like Haida Group (002311) and Muyuan Foods (002714) [3]
供应仍显宽松,猪价震荡运行
Hua Tai Qi Huo· 2025-05-28 02:24
农产品日报 | 2025-05-28 供应仍显宽松,猪价震荡运行 生猪观点 市场要闻与重要数据 期货方面,昨日收盘生猪 2509合约13560元/吨,较前交易日变动-40.00元/吨,幅度-0.29%。现货方面,河南地区 外三元生猪价格14.60元/公斤,较前交易日变动+0.14元/公斤,现货基差 LH09+1040,较前交易日变动+180;江苏 地区外三元生猪价格 14.76元/公斤,较前交易日变动+0.09元/公斤,现货基差LH09+1200,较前交易日变动+130; 四川地区外三元生猪价格14.36元/公斤,较前交易日变动+0.08元/公斤,现货基差LH09+800,较前交易日变动+120。 据农业农村部监测,5月27日"农产品批发价格200指数"为114.07,比昨天上升0.09个点,"菜篮子"产品批发价格指 数为114.28,比昨天上升0.12个点。全国农产品批发市场猪肉平均价格为20.91元/公斤,比昨天上升1.5%;牛肉63.00 元/公斤,比昨天下降1.0%;羊肉59.36元/公斤,与昨天持平;鸡蛋7.72元/公斤,比昨天下降0.3%;白条鸡17.53元/ 公斤,比昨天上升1.3%。 市场分析 ...
全国媒体看屯昌采风活动探访特色产业和医疗发展
Hai Nan Ri Bao· 2025-05-28 02:19
全国媒体看屯昌采风活动探访特色产业和医疗发展 兴产业强医疗 百姓幸福指数高 媒体记者采访南熙咖啡冲泡制作过程。海南日报全媒体记者 李天平 摄 海南日报屯城5月27日电(海南日报全媒体记者 曾毓慧 通讯员 林小丹)5月26至27日,以"山水执笔 画里 屯昌"为主题的全国媒体看屯昌采风活动赴屯昌湖羊养殖基地、南熙咖啡产业园和屯昌县人民医院等点位,用 笔和镜头记录当地如何发展特色产业振兴乡村,如何用暖心举措让群众看病有"医"靠。 科技加持养出"喜羊羊" 与常见的海南黑山羊不一样,在屯昌县坡心镇高朗村一养殖基地里,一只只毛发雪白的"绵羊"正在大口 啃食秸秆草料。 "它叫湖羊,早些年多在内蒙古等我国北方地区养殖,如今早已适应了南方水土。"技术员杨帆介绍,湖 羊是我国一级保护畜禽品种,为白色羔皮品种,肉质鲜美,且繁殖能力较强。 5年前,屯昌县引进海南澳笠农牧有限公司,在高朗村建成全省首个湖羊规范化养殖基地,如今,存栏量 已从最初的500多只增至6000多只。 去年以来,海南大学食品科研团队与屯昌合作开展"澳湖一代""杜湖一代"品种及纯种湖羊的双羔基因选 育、肉质改良等。在今年公布的国家级科技小院名单中,这一湖羊养殖基地入 ...
十大举措促四川畜牧业高质量发展 “川字号”老牌上市公司积极响应
Zheng Quan Ri Bao· 2025-05-27 16:43
"公司率先入局数字化转型,将AI、物联网等技术与养殖场景深度融合,致力于打造'智慧养殖生态 圈',近期还携'基于AIoT的NH通道盘估系统解决方案''生猪活体肌内脂肪含量检测系统'等智能化设 备、方案亮相第二十二届中国畜牧业博览会,不仅展现了新希望在智能养殖技术研发领域的领先实力, 更向行业传递了公司用科技重构养殖价值、带动产业伙伴一起转型的决心。"上述新希望负责人表示。 近日,为加快推进四川省畜牧业高质量发展,全面提升畜牧业综合竞争力,四川省农业农村厅牵头起草 了《关于促进畜牧业高质量发展的十条措施(征求意见稿)》(以下简称《征求意见稿》),向社会公 开征集意见。 四川省是我国畜牧业尤其是生猪养殖领域的大省。2024年,全省实现生猪出栏6149.6万头。《征求意见 稿》从多个方面聚焦行业高质量发展,涉及落实生产激励政策、支持养殖场降本增效、强化动物疫病防 控、扶优培强畜牧龙头企业、做优做响畜牧品牌、大力拓展消费市场等方面,受到市场广泛关注。 从具体措施来看,《征求意见稿》提出支持规模养殖场设施设备改造升级,推进畜禽养殖机械化、自动 化、智能化,以支持养殖场降本增效。在扶优培强畜牧龙头企业方面,要培育壮大一批 ...
湘佳股份: 湖南湘佳牧业股份有限公司公开发行可转换公司债券受托管理事务报告(2024年度)
Zheng Quan Zhi Xing· 2025-05-27 09:25
Group 1 - The company, Hunan Xiangjia Animal Husbandry Co., Ltd., issued convertible bonds totaling 640,000 units at a face value of 100 RMB each, raising a total of 640 million RMB, with net proceeds of 630.46 million RMB after deducting fees [1][14] - The bonds have a maturity period of six years, from April 19, 2022, to April 18, 2028, with an annual interest rate that increases from 0.2% in the first year to 2.0% in the sixth year [1][2] - The initial conversion price was set at 42.56 RMB per share, which has been adjusted to 21.13 RMB per share due to various corporate actions [2][20] Group 2 - In 2024, the company achieved a revenue of 4.204 billion RMB, representing an 8.06% increase year-on-year, while net profit was reported at 980.97 million RMB, a significant increase of 166.66% [12][13] - The company sold 89.82 million live poultry, a 1.60% increase from the previous year, but the revenue from live poultry sales decreased by 10.20% to 924 million RMB [12][13] - The sales of chilled poultry products reached 110,431.70 tons, marking a 16.22% increase, with revenue from chilled products amounting to 2.562 billion RMB, a 14.89% increase [12][13] Group 3 - The company has ongoing projects for a standardized breeding base for quality chickens and a breeding base for pigs, with total investments exceeding the raised funds, requiring self-financing for the excess [11][15] - The company has faced delays in project completions due to adverse weather conditions and industry downturns, extending project timelines to December 2025 [11][15] - The company has not provided guarantees for the convertible bonds, which may increase repayment risks if significant negative events occur [15]
5月27日电,牧原食品股份有限公司向港交所提交上市申请书,联席保荐人为摩根士丹利、中信证券、高盛。
news flash· 2025-05-27 08:15
智通财经5月27日电,利弗莫尔证券显示,牧原食品股份有限公司向港交所提交上市申请书,联席保荐 人为摩根士丹利、中信证券、高盛。 ...
农业农村部:5月第3周全国生猪产品、鸡蛋等价格环比下跌 玉米价格上涨
Xin Hua Cai Jing· 2025-05-27 07:37
Core Insights - The Agricultural and Rural Affairs Department's report indicates mixed trends in livestock and feed prices for the third week of May, with beef, lamb, and corn prices rising, while prices for pork products, eggs, chicken, and various feed types declined [1][2]. Livestock Prices - The average price of piglets nationwide was 39.01 yuan/kg, down 0.9% week-on-week but up 0.5% year-on-year [1] - The average price of live pigs was 14.93 yuan/kg, down 1.1% week-on-week and down 4.6% year-on-year [1] - The average price of pork was 25.68 yuan/kg, down 0.6% week-on-week but up 1.8% year-on-year [1] - The average price of eggs was 9.17 yuan/kg, down 0.8% week-on-week and down 8.3% year-on-year [1] - The average price of chicken was 22.81 yuan/kg, down 0.1% week-on-week and down 2.1% year-on-year [1] - The average price of broiler chicks was 4.12 yuan each, down 0.2% week-on-week but up 9.9% year-on-year [1] - The average price of meat chicks was 3.42 yuan each, down 0.9% week-on-week and down 2.3% year-on-year [1] Feed Prices - The average price of corn was 2.45 yuan/kg, up 0.8% week-on-week but down 3.5% year-on-year [2] - In the Northeast, corn prices were 2.24 yuan/kg, up 0.5% week-on-week; in Guangdong, prices were 2.53 yuan/kg, down 0.4% week-on-week [2] - The average price of soybean meal was 3.51 yuan/kg, down 2.8% week-on-week and down 6.4% year-on-year [2] - The average price of feed for fattening pigs was 3.42 yuan/kg, down 0.3% week-on-week and down 3.7% year-on-year [2] - The average price of feed for meat chickens was 3.53 yuan/kg, down 0.3% week-on-week and down 3.8% year-on-year [2] - The average price of feed for laying hens was 3.25 yuan/kg, down 0.3% week-on-week and down 3.8% year-on-year [2]
养殖ETF(516760)盘中上涨,四川:支持生猪屠宰企业兼并重组
Sou Hu Cai Jing· 2025-05-27 01:51
Group 1 - The China Livestock Breeding Index (930707) increased by 0.05% as of May 27, 2025, with notable gains from companies such as Ruip Bio (300119) up 1.68% and Yike Food (301116) up 1.44% [1] - The Livestock ETF (516760) rose by 0.16%, with a latest price of 0.63 yuan, and has accumulated a 0.64% increase over the past two weeks [1] - The Livestock ETF has shown a net value increase of 3.27% over the past six months, with a maximum single-month return of 17.22% since its inception [1] Group 2 - Sichuan Province has drafted ten measures to promote high-quality development in the livestock industry, focusing on strengthening leading enterprises and supporting their participation in large-scale projects [2] - The measures aim to enhance the capabilities of leading livestock enterprises to drive the development of farms and households [2] Group 3 - Short-term pig prices are expected to remain stable, with a balanced supply-demand situation anticipated in the second half of the year, leading to a more optimistic outlook for pig price expectations and profitability of pig enterprises [3] - Current pig prices allow for slight profitability for breeding enterprises, but the industry faces challenges in capacity reduction, with cost competition becoming a key focus [3] Group 4 - As of May 26, 2025, the Livestock ETF has experienced a maximum drawdown of 5.00% this year, with a management fee of 0.50% and a custody fee of 0.10% [5] - The Livestock ETF tracks the China Livestock Breeding Index, which has a current price-to-earnings ratio (PE-TTM) of 12.33, indicating a historical low valuation [5] - The top ten weighted stocks in the China Livestock Breeding Index account for 69.38% of the index, with companies like Haida Group (002311) and Muyuan Foods (002714) being the largest contributors [5]