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【读年报·看亮点·谋发展】绘就粮安民富村美新图景
Jing Ji Ri Bao· 2026-01-30 23:11
猪牛羊禽肉产量达10072万吨,比上年增长4.2%;农业科技进步贡献率超64%,农作物耕种收综合机械 化率达76.7%;农村居民人均可支配收入达到24456元,比上年实际增长6%……2025年,农业农村发展 保持稳中有进势头,为经济社会发展提供了基础支撑。 底线任务筑牢 "十五五"规划建议把提升农业综合生产能力和质量效益摆在更重要位置。2026年是"十五五"开局之年, 做好"三农"工作至关重要。各地正扎实推进乡村全面振兴,努力把农业建成现代化大产业、使农村基本 具备现代生活条件、让农民生活更加富裕美好。 "三农"工作的底线任务有两个:一是确保粮食和重要农产品稳定安全供给,筑牢国家粮食安全底线;二 是巩固拓展脱贫攻坚成果,筑牢不发生规模性返贫致贫底线。由此来看,2025年的"三农"成绩单颇为亮 眼。 基础研究取得重大发现,克隆出全球首个水稻耐高温基因,为水稻在高温环境下稳产提质提供新方案, 被列为2025年度全球十大科学突破;前沿研究取得重大突破,农业生物制造实现原创突破,"人工智能 +农业"加快布局,智慧农业大模型不断迭代应用;产业技术取得重大成果,育成扬麦53小麦新品种, 新能源农机投入使用,农业机器人加快 ...
天邦食品股份有限公司 2025年度业绩预告
Zheng Quan Ri Bao· 2026-01-30 22:49
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002124 证券简称:天邦食品 公告编号:2026-003 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记载、误导性陈述或者重大 遗漏。 一、本期业绩预计情况 本公司已就业绩预告有关事项与负责公司年报审计的会计师事务所进行了预沟通,公司与会计师事务所 在本次业绩预告方面不存在重大分歧。本次业绩预告未经会计师事务所审计。 三、业绩变动原因说明 公司预计2025年归属于上市公司股东的净利润为亏损11.1亿元至13.1亿元,主要原因如下: 1、2025年全年实现商品猪销售666.35万头(其中仔猪239.36万头),销售头数同比增长11.21%(剔除 仔猪后头数增长8.7%)。报告期内,公司持续推进各项降本增效举措,有效降低了生产成本,但2025 年商品猪销售均价仅为14.65元/公斤,较去年同期销售均价17.84元/公斤下降17.85%。 2、2025年公司总计计提利息费用约3.5亿元,因未满产或空置猪场产生的费用约为3.25亿元,两项费用 合计减少当期利润总额约6.75亿元,分摊到2025年度出栏商品猪的头均费用约为101元/头 ...
党建引领聚合力 产业升级强动力
Xin Lang Cai Jing· 2026-01-30 19:41
Group 1: Industry Development - The introduction of mechanized harvesting in the sea buckthorn industry has significantly improved efficiency, with a machine capable of harvesting 5 acres per hour and a loss rate of less than 10% [2] - The shift from scattered planting to large-scale, standardized development of sea buckthorn has been driven by the integration of land resources and the establishment of a leading industry that boosts income for workers [2][3] Group 2: Party Leadership and Organizational Structure - The integration of party organizations into the industrial chain has enhanced the development model, with the party playing a key role in coordinating production and stabilizing income for workers [3] - The livestock industry in the region has seen revitalization under party leadership, with a standardized cattle breeding base that has led to the production of 3,371 cattle and an average annual income increase of over 30,000 yuan for participating workers [4] Group 3: Production Efficiency and Management - The sugar production facility has implemented a party committee that focuses on integrating party work with production management, resulting in a daily processing capacity of around 5,500 tons and a sugar yield of over 600 tons with a premium product rate of 98% [5] - The organizational work in the region has been structured into 28 key projects, enhancing the clarity of responsibilities and effectiveness of the initiatives [5][6] Group 4: Community and Grassroots Engagement - The establishment of various grassroots organizations, such as党员先锋岗 (Party Pioneer Posts) and红色服务站 (Red Service Stations), has fostered a sense of community and engagement among workers, contributing to a cohesive development effort [6] - The focus on integrating party work into frontline development has been emphasized, with a framework that includes project-based approaches and a commitment to enhancing the capabilities of party members [6]
新希望:预计2025年净亏损15亿元-18亿元 同比下降417%—480%
Jing Ji Guan Cha Wang· 2026-01-30 17:56
经济观察网 新希望公告,预计2025年净亏损15亿元-18亿元,同比下降416.72%—480.07%。报告期内, 公司稳步发展与提升生猪业务,加强防疫与生产管理,出栏规模稳健提升,各项技术指标持续改善,养 殖成本持续降低,但受生猪市场行情波动影响,生猪价格下降幅度大于成本下降幅度,致公司生猪养殖 利润较同期下降。同时,公司对部分低效种猪及低效资产进行有序淘汰和清退,亦影响公司利润下降。 ...
5连跌!二师兄为啥突然掉链子了?
Sou Hu Cai Jing· 2026-01-30 15:31
Group 1 - The overall pig price in January was initially strong but started to decline towards the end of the month, currently hovering around 12.6 yuan/kg, moving further away from the 13 yuan/kg threshold [2] - Despite the approach of the Chinese New Year, which typically boosts pork prices due to increased consumption, the market has experienced five consecutive price drops [3][10] - The decline in prices is attributed to weak consumer demand while the supply side is under pressure, with some producers holding back on sales in anticipation of higher prices during the holiday [6][10] Group 2 - After a brief price adjustment post-New Year, the pig price continued to rise due to reduced supply from large pig farming enterprises and increased holding back by some farmers [5][6] - As the Chinese New Year approaches, expectations in the market have shifted, with larger enterprises focusing on overall profitability rather than solely on holiday sales, leading to increased sales to meet targets [7] - Overall pork consumption has not shown significant improvement, with only a slight increase in slaughterhouse operating rates [9] Group 3 - The pressure on farmers has led to some selling off their stock, contributing to the ongoing price decline, although the overall drop in prices is expected to be limited [10][11] - There is still market expectation for consumption to improve, albeit likely below previous years' levels, with a trend of shorter stocking periods observed [12] - Rising costs for feed, such as corn and soybean meal, have increased the psychological resistance to price drops among farmers, suggesting that prices may stabilize or rise as consumption increases closer to the holiday [14]
傲农生物:预计2025年净利润9000万元到13500万元
Zheng Quan Ri Bao Wang· 2026-01-30 15:10
证券日报网讯1月30日,傲农生物(603363)发布公告称,公司预计2025年年度实现归属于上市公司股 东的净利润为9,000万元到13,500万元,与上年同期相比,将减少44,434.50万元到48,934.50万元, 同比减少76.70%到84.47%。 ...
东瑞股份:公司专注粤港澳大湾区区域市场拓展
Zheng Quan Ri Bao Wang· 2026-01-30 15:10
证券日报网讯1月30日,东瑞股份(001201)在互动平台回答投资者提问时表示,公司专注粤港澳大湾 区区域市场拓展,已连续多年是内地供港活大猪领先供应商,2025年公司供港活大猪占内地供港比例达 22.5%。具体市场份额数据请以官方统计信息为准。 ...
河南首富掌舵的2500亿养猪巨头,开始港股招股
21世纪经济报道· 2026-01-30 13:56
记者丨刘婧汐 编辑丨高梦阳 1月29日,河南养殖龙头牧原食品股份有限公司(下称"牧原股份",002714.SZ)启动H股招股。本次牧原股份H股全球发售由摩根士丹利亚 洲、中信证券(香港)及高盛(亚洲)担任联席保荐人。 根据本次H股全球发售方案,牧原股份拟发售H股总数达2.74亿股,其中香港公开发售占比10%,共2739.52万股;国际发售占比90%,共2.47 亿股。同时,牧原股份授予国际包销商15%的超额配股权,可额外配发最多4109.27万股H股,用以补足市场超额分配需求。 香港公开发售于1月29日上午9时正式开启,认购期至2月3日中午12时结束。 值得注意的是,牧原股份此次港股IPO招股价≤39港元,而1月30日A股收报46元人民币(约51.67港元)。 按照上限定价算,牧原股份港股招 股价相比A股折价约25%,并低于其2021年A股定向增发的发行价39.97元/股,新发股票价格不升反降。 牧原股份总部位于河南南阳,是全球最大的生猪养殖企业,2024年末养殖产能已达8100万头/年,形成集饲料加工、生猪育种、商品猪饲养、 屠宰肉食为一体的完整猪肉产业链。 据《2025胡润百富榜》,牧原股份创始人秦英林以 ...
东瑞股份(001201) - 001201东瑞股份投资者关系管理信息20260130
2026-01-30 13:34
证券代码:001201 证券简称:东瑞股份 东瑞食品集团股份有限公司 投资者关系活动记录表 编号:2026-01 | | 特定对象调研 分析师会议 | | --- | --- | | | 媒体采访 业绩说明会 | | 投资者关系活动类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 2025年度业绩预告交流会 | | 参与单位名称及人员姓名 | | | | 2026年1月30日20:00,公司通过价值在线平台线 上交流的形式,组织了2025年度业绩预告交流会, | | | 就公司2025年度经营情况进行了交流。参与投资机 | | | 构有:华泰证券-王煜坤;广东融昊资管-李良旭;华 | | | 西证券-魏心欣;招商证券-施腾、李秋燕;成都保盛 | | | 家族资管-王国森;东兴证券-程诗月;方正证券-邱 | | | 星皓;耕霁(上海)投资-刘璟欣;广发证券-李雅琦; | | | 国金证券-张子阳;国泰海通证券-王艳君;国信证券 | | | -李瑞楠;华安证券-王莺;华创证券-陈鹏;华福证 | | | 券-申钰雯;华鑫证券-娄倩;华源证券-顾超;山西 | | | 证券-陈振志 ...
天康生物:2025年度业绩预告
Zheng Quan Ri Bao· 2026-01-30 12:00
证券日报网讯 1月30日,天康生物发布公告称,公司预计2025年归属于上市公司股东的净利润盈利20, 500万元–30,500万元。 (文章来源:证券日报) ...