畜牧养殖
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【光大研究每日速递】20250403
光大证券研究· 2025-04-02 09:29
Group 1: TMT Industry Insights - SUTENG JUCHUANG is expected to become the global leader in LiDAR shipments in 2024, driven by the increasing penetration of ADAS and the acceleration of embodied intelligence commercialization [4] - The company possesses strong self-research technology barriers, scale advantages, and a pioneering position in the robotics ecosystem, making it a key player to watch for technology iterations and market share growth [4] Group 2: Medical Device Sector - The National Medical Products Administration is promoting the innovation of high-end medical devices, which is expected to drive rapid development in areas such as high-end imaging equipment, surgical robots, brain-computer interfaces, and AI in healthcare [5] - Investment opportunities are recommended in the medical device sector, particularly for companies with competitive product advantages that are likely to emerge as leaders [5] Group 3: Retail and Consumer Sector - China Resources Vientiane Life reported a record high in shopping center openings, with 2024 revenue reaching 17 billion yuan, a 15% year-on-year increase, and a net profit of 3.63 billion yuan, up 24% year-on-year [6] - The shopping center business saw a 30% increase in revenue, reaching 4.2 billion yuan, with a gross profit of 3.06 billion yuan, reflecting a 31% year-on-year growth [6] Group 4: Agricultural Sector - Yisheng Co., Ltd. reported a revenue of 3.136 billion yuan in 2024, a decrease of 2.76% year-on-year, with a net profit of 504 million yuan, down 6.84% year-on-year [6] - Quarterly revenue showed a gradual increase from 687 million yuan in Q1 to 982 million yuan in Q4, indicating a potential recovery trend [6] Group 5: Glass Industry - Fuyao Glass announced a revenue of 18.683 billion yuan in 2024, a decrease of 13.20% year-on-year, with a net profit of 1.007 billion yuan, down 63.52% year-on-year [8] - The fourth quarter of 2024 saw a significant drop in revenue to 4.079 billion yuan, a 27.67% decrease year-on-year, and a net loss of 289 million yuan, marking a 136.54% decline [8] Group 6: Robotics and Automation - Aikodi reported a total revenue of 6.75 billion yuan in 2024, a year-on-year increase of 13.2%, with a net profit of 940 million yuan, up 2.9% year-on-year [9] - The fourth quarter of 2024 showed a revenue of 1.77 billion yuan, with a net profit decline of 37.4% year-on-year, attributed to foreign exchange losses and rising raw material costs [9] Group 7: Home Appliances - Hisense Home Appliances achieved a revenue of 92.75 billion yuan in 2024, an 8.3% year-on-year increase, with a net profit of 3.35 billion yuan, up 18% year-on-year [10] - The fourth quarter of 2024 reported a revenue of 22.17 billion yuan, a 7.1% increase year-on-year, and a net profit of 550 million yuan, reflecting a 34.9% year-on-year growth [10]
民和股份:2024年报净利润-2.49亿 同比增长35.49%
Tong Hua Shun Cai Bao· 2025-03-28 11:26
一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益(元) | -0.7100 | -1.1100 | 36.04 | -1.3000 | | 每股净资产(元) | 5.84 | 6.55 | -10.84 | 7.66 | | 每股公积金(元) | 3.96 | 3.96 | 0 | 3.96 | | 每股未分配利润(元) | 0.13 | 0.85 | -84.71 | 1.96 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 21.6 | 20.74 | 4.15 | 16.09 | | 净利润(亿元) | -2.49 | -3.86 | 35.49 | -4.52 | | 净资产收益率(%) | -11.52 | -15.57 | 26.01 | -15.59 | 数据四舍五入,查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有: 10423.47万股,累计占流通股比: ...
仔猪价格回暖,猪价中枢有望逐步上移,农牧ETF(159616)震荡涨超1%,实现3连涨
Jie Mian Xin Wen· 2025-03-26 07:22
(文章来源:界面新闻) 截至2025年3月26日收盘,中证农牧主题指数(931778)上涨0.34%,成分股中牧股份(600195)上涨 4.84%,益生股份(002458)上涨4.61%,立华股份(300761)上涨3.94%,牧原股份(002714)上涨3.55%,巨 星农牧(603477)上涨3.28%。农牧ETF(159616)盘中涨超1%,收涨0.56%, 实现3连涨。最新价报0.72 元,全天成交额达706.52万元,换手率10.5%,市场交投活跃。 消息面上,2月牧原股份仔猪销量同比激增17倍,占其总销量的16%,通过"仔猪+商品猪"策略应对 价格波动。牧原股份公告,2025年1-2月份,公司销售商品猪1146.1万头,同比变动10.51%;商品猪销 售均价14.76元/公斤,同比变动6.65%;商品猪销售收入204.22亿元,同比变动24.38%。公司销售仔猪 219.2万头,销售种猪6.9万头。 开源证券指出,生猪供给压力减弱需求边际向好,猪价中枢有望逐步抬升。据涌益咨询,2025年2 月全国生猪销售均价14.81元/公斤,环比-6.15%,同比+2.78%。涌益监控样本2025年2月日均屠 ...
我国首批认证种子上市,养殖ETF(516760)近2周涨幅居可比基金首位
Jie Mian Xin Wen· 2025-03-24 06:20
近日,全国农技中心在海南三亚举办首批认证种子上市启动仪式,首批通过认证的27家种子企业代表获颁农作物种子认证证书。种子认证作为一种国际公认 的、以高质量种子为目标的合格评定制度,是实现由"好品种"到"好种子"的最有效途径,被誉为好种子的"信用证"、种子企业的"体检证"、国际贸易的"通行 证"。 我国首批认证种子上市,养殖ETF(516760)近2周涨幅居可比基金首位 截至2025年3月24日 14:06,中证畜牧养殖指数(930707)下跌0.62%。成分股方面涨跌互现,海大集团(002311)领涨2.88%,巨星农牧(603477)上涨2.82%,梅花 生物(600873)上涨2.23%;播恩集团(001366)领跌8.43%,生物股份(600201)下跌5.15%,罗牛山(000735)下跌4.41%。养殖ETF(516760)下跌0.33%,最新报价 0.6元,盘中成交额已达214.89万元,换手率1.46%。 拉长时间看,截至2025年3月21日,养殖ETF近2周累计上涨1.87%,涨幅排名可比基金1/4。 规模方面,养殖ETF近3月规模增长457.52万元,实现显著增长,新增规模位居可比基金2/4。 ...
福建傲农生物科技集团股份有限公司关于新增部分债务逾期的公告
Shang Hai Zheng Quan Bao· 2025-03-17 18:52
Core Viewpoint - Fujian Aonong Biotechnology Group Co., Ltd. has announced that some subsidiaries are experiencing financial difficulties, leading to overdue debts totaling approximately 98.76 million yuan, which accounts for 10.26% of the company's latest audited net assets [2][3]. Group 1: Debt Overdue Situation - Some subsidiaries of the company are unable to repay debts on time due to tight liquidity, with overdue debts totaling approximately 98.76 million yuan as of March 14, 2025 [2][3]. - Among the overdue bank debts, the amount guaranteed by the company and claimed by creditors in the restructuring process is approximately 56.28 million yuan [3]. - The overdue loans related to farmers from subsidiaries Guizhou Aoxin Wufeng Breeding Co., Ltd. and Guizhou Aonong Qihuan Animal Husbandry Co., Ltd. total approximately 39.50 million yuan, with due dates ranging from November 27, 2024, to March 14, 2025 [4]. Group 2: Impact on the Company and Response Measures - As of March 14, 2025, the total overdue debts of the company and its wholly-owned and controlling subsidiaries amount to approximately 549.29 million yuan, accounting for 57.04% of the latest audited net assets [5]. - The overdue debts will lead to a decline in the company's financing capabilities, increased financial costs, and potential impacts on certain business operations. The company may face risks such as litigation, arbitration, and bank account freezes due to overdue debts [5]. - The company plans to actively negotiate with creditors to resolve the debt issues [5].