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一图读懂德康农牧(02419)2025年中期业绩:调整前利润同比大增250.6%至12.73亿元
智通财经网· 2025-08-20 00:45
Core Viewpoint - Dekang Agriculture and Animal Husbandry (02419) reported a significant increase in revenue and profits for the six months ending June 30, 2025, indicating strong growth in the pig farming sector [1] Financial Performance - The company achieved a revenue of 11.695 billion yuan, representing a year-on-year growth of 24.3% [1] - The fair value adjustment profit of biological assets reached 1.273 billion yuan, showing a substantial increase of 250.6% year-on-year [1] Segment Performance - The pig farming segment generated revenue of 9.879 billion yuan, with a year-on-year growth of 32.6% [1] - The sales volume of pigs reached 5.1174 million heads, reflecting a year-on-year increase of 27.1% [1]
【西安】加强生猪活体储备管理
Shan Xi Ri Bao· 2025-08-20 00:18
近日,西安市政府印发《西安市生猪活体储备管理办法》(以下简称《办法》),旨在通过建立健 全生猪活体储备机制,应对重大突发事件引发的肉品市场异常波动,保障市场供应稳定。 在动用机制方面,《办法》规定,储备动用权归西安市政府。当发生重大突发事件或市场供应严重 短缺时,由西安市农业农村局配合市级相关部门下达动用指令,承储企业须按要求投放生猪。各区县 (开发区)农业农村部门负责核查储备任务完成情况,确保"储得进、管得好、调得动、用得上"。 西安市农业农村局畜牧兽医处相关负责人介绍:"此次《办法》的出台,将进一步提升西安市生猪 和猪肉市场调控能力,合理引导经营主体积极应对市场风险和自然风险,为保障生猪生产相对稳定、猪 肉市场有效供给和价格总体平稳提供制度支撑。"(记者:陈志涛) 《办法》明确,生猪活体储备是为应对自然灾害、公共卫生事件、动物疫情等引发的市场异常波动 而储备的生猪,遵循布局合理、风险分散、节省成本的原则,实行常年储备、定期轮换、动态管理。西 安市生猪活体储备规模为3万头,每年储备3轮,每轮储备期4个月。承储企业需按不超过年育肥猪出栏 量的50%申请承储数量。 《办法》对承储企业资质提出明确要求,包括年存栏 ...
2.87亿元成交!*ST天山或将易主
Zhong Guo Zheng Quan Bao· 2025-08-19 23:28
Core Viewpoint - *ST Tianshan is undergoing a significant change in control due to the auction of shares held by its controlling shareholder, Huzhou Haohui Enterprise Management Consulting Co., Ltd, which may impact the company's future operations and governance [2][10]. Group 1: Auction Details - On August 19, *ST Tianshan announced that Huzhou Haohui and Huzhou Zhongzhi Rongyun Investment Co., Ltd had publicly auctioned 53.8613 million shares and a debt of 76.49 million yuan on the JD asset trading platform [2][9]. - The successful bidder, Xiamen Shed Supply Chain Management Co., Ltd, acquired the shares for 287 million yuan [2][10]. - The auction was a second attempt after the first auction, held from August 4 to 5, failed to attract bids with a starting price of 411 million yuan [6][9]. Group 2: Impact on Company Control - If the auction is completed, Huzhou Haohui's shareholding will decrease from 22.11% to 4.9%, leading to a change in control of *ST Tianshan [10]. - The company maintains that the auction will not affect its daily operations, as Huzhou Haohui and *ST Tianshan operate independently in various aspects [10]. Group 3: Financial Challenges - *ST Tianshan faces severe financial difficulties, with a projected net profit of -65.94 million yuan for 2024 and a net asset value of -3.78 million yuan [12]. - The company has been under delisting risk since April 30, 2024, due to negative financial indicators [12]. - In the first quarter of 2025, *ST Tianshan reported revenues of 24.65 million yuan and a net loss of -8.74 million yuan [12].
甘肃平凉 精品农业添色乡村振兴
Jing Ji Ri Bao· 2025-08-19 23:16
Core Viewpoint - The article highlights the vibrant development of modern agriculture in Pingliang, Gansu, focusing on creating a model for high-quality agricultural production through various initiatives, including the integration of agriculture with culture and tourism, and the enhancement of specialty agricultural products [1][9]. Modern Agricultural Industry Park Construction - The Pingliang City has established the Jinghechuan 10,000-acre vegetable industry park, featuring 2,700 high-standard solar greenhouses and core facilities such as a logistics center and sorting center, achieving an annual sales revenue of 116 million yuan [3]. - The total vegetable planting area in Pingliang has reached 540,000 acres, with a production volume of 870,000 tons and an industry chain output value of 3.6 billion yuan [3]. Expansion of Advantageous Specialty Industries - The beef industry in Pingliang has implemented a standardized breeding plan, with a total of 1.05 million cattle raised, generating an industry chain output value of 18 billion yuan [4]. - The apple industry maintains 1.5 million acres of orchards, with an output of 2.54 million tons and an industry chain output value of 24 billion yuan [4]. Deep Processing of Specialty Agricultural Products - Pingliang has achieved a 65% processing conversion rate for agricultural products, focusing on the deep processing of beef, apples, and vegetables, with the establishment of 23 organic fertilizer production lines and 8 beef processing lines [6]. - The Gansu Ruihexiang Food Technology Co., Ltd. has reported a sales revenue of 5 million yuan in the first seven months of the year, showcasing the growth in the beef product processing sector [5]. Promotion of Agricultural and Cultural Tourism Integration - Pingliang is actively promoting the integration of agriculture and tourism, with initiatives that have created over 300 jobs and increased household income by 2,000 yuan or more [8]. - The city has developed 1 provincial-level rural tourism demonstration county and 17 provincial-level cultural tourism revitalization villages, indirectly supporting 58,000 jobs in rural tourism [9].
农业农村部:全力以赴抓好秋粮生产 奋力夺取秋粮丰收
Zheng Quan Shi Bao Wang· 2025-08-19 14:17
Core Viewpoint - The Ministry of Agriculture and Rural Affairs emphasizes the importance of ensuring a successful autumn grain harvest while addressing market stability and agricultural risk management [1] Group 1: Autumn Grain Production - The Ministry is committed to maximizing autumn grain production by enforcing responsibilities at all levels and implementing detailed agricultural disaster prevention and mitigation measures [1] - Key actions include improving farmland drainage systems and applying comprehensive management practices such as "one spray multiple promotions" [1] Group 2: Market Regulation and Stability - The Ministry will closely monitor the grain market dynamics and sales progress, enhancing market regulation for essential agricultural products [1] - Policies to alleviate challenges in the dairy industry and comprehensive adjustments in pig production capacity will be prioritized to ensure market and supply stability [1] Group 3: Poverty Alleviation and Employment - Continuous efforts will be made to consolidate and expand the achievements in poverty alleviation, with a focus on problem identification, rectification, and verification through dynamic monitoring and targeted assistance [1] - The Ministry aims to promote employment and income growth for farmers by improving the connection between agricultural production and sales, thereby unlocking consumption potential in the agricultural sector [1] Group 4: Risk Management and Safety - The Ministry is focused on preventing and mitigating risks in key agricultural areas, ensuring agricultural safety, and preventing major accidents [1] - There will be a strong emphasis on the quality and safety of agricultural products to guarantee food safety for consumers [1]
有牛(青海)科技有限公司成立,注册资本1000万人民币
Sou Hu Cai Jing· 2025-08-19 12:35
天眼查显示,近日,有牛(青海)科技有限公司成立,法定代表人为李真,注册资本1000万人民币,重 庆今时云商业管理有限公司、青海卓芮投资管理有限公司持股。 序号股东名称持股比例1重庆今时云商业管理有限公司70%2青海卓芮投资管理有限公司30% 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;牲畜销售;鲜肉批发; 畜牧渔业饲料销售;饲料原料销售(除依法须经批准的项目外,凭营业执照依法自主开展经营活动)。许 可项目:兽药经营;动物饲养;食品生产;牲畜饲养;牲畜屠宰(依法须经批准的项目,经相关部门批 准后方可开展经营活动,具体经营项目以审批结果为准)。 企业名称有牛(青海)科技有限公司法定代表人李真注册资本1000万人民币国标行业农、林、牧、渔业 >畜牧业>牲畜饲养地址青海省西宁市城中区瑞源路6号企业类型其他有限责任公司营业期限2025-8-18至 无固定期限登记机关西宁市城中区市场监督管理局 来源:金融界 ...
生猪日报:供应压力缓解,现货小幅反弹-20250819
Yin He Qi Huo· 2025-08-19 11:37
Group 1: Report Investment Rating - No information provided Group 2: Core Viewpoints - The overall spot price of live pigs across the country showed a slight rebound today, with the supply pressure improving compared to before, but still existing due to the high inventory level. The scale enterprises'出栏量 has continued to tighten, while the ordinary farmers'出栏 progress has slowed down. The secondary fattening entry enthusiasm is average, and the follow - up increase in entry enthusiasm is expected to be limited. The futures market is affected by the spot pressure, with the far - month contract having support but the near - month contract facing obvious pressure[2][5] Group 3: Summary by Relevant Contents Spot Information - The overall spot price of live pigs across the country showed a slight rebound today, and the supply was slightly tightened. The scale enterprises'出栏量 continued to tighten, but the overall supply pressure still existed due to the poor overall出栏 completion. The ordinary farmers'出栏 progress slowed down, and there was some pressure on the market to hold back pigs. The secondary fattening entry enthusiasm was average, and the size - pig price difference increased slightly[2] Futures Information - The live pig futures market showed an oscillating trend today. The far - month contract was affected by the previous large increase and the current supply pressure, with some downward pressure, but still having support. The near - month contract faced obvious pressure[5] Transaction Strategy - Unilateral: Buy on dips in the far - month contract - Arbitrage: LH91 reverse arbitrage - Options: Sell far - month put options[6]
庄园牧场(002910)8月19日主力资金净流入1195.65万元
Sou Hu Cai Jing· 2025-08-19 10:20
金融界消息 截至2025年8月19日收盘,庄园牧场(002910)报收于10.35元,上涨4.97%,换手率 10.86%,成交量18.58万手,成交金额1.91亿元。 资金流向方面,今日主力资金净流入1195.65万元,占比成交额6.27%。其中,超大单净流入428.97万 元、占成交额2.25%,大单净流入766.69万元、占成交额4.02%,中单净流出流出1057.03万元、占成交 额5.54%,小单净流出138.62万元、占成交额0.73%。 庄园牧场最新一期业绩显示,截至2025一季报,公司营业总收入2.10亿元、同比减少6.61%,归属净利 润2595.08万元,同比增长41.85%,扣非净利润2773.86万元,同比增长37.62%,流动比率0.537、速动比 率0.335、资产负债率55.16%。 通过天眼查大数据分析,兰州庄园牧场股份有限公司共对外投资了13家企业,参与招投标项目292次, 知识产权方面有商标信息110条,专利信息39条,此外企业还拥有行政许可25个。 来源:金融界 天眼查商业履历信息显示,兰州庄园牧场股份有限公司,成立于2000年,位于兰州市,是一家以从事畜 牧业为主的企业 ...
中邮证券:猪价继续走低 官方强调落实产能调减政策
智通财经网· 2025-08-19 08:32
Group 1 - The average price of live pigs in China as of August 18 is 13.55 yuan/kg, down 0.21 yuan/kg from the previous week, marking a new low for the year [1][2] - Supply-side capacity is being actively released, but demand remains weak, leading to a significant drop in prices, which have fallen below the cost line for some farmers [1][2] - The supply pressure for live pigs is expected to be high in the second half of 2025, particularly in Q4, due to increased breeding stock and piglet numbers [1][2] Group 2 - The price of white feather broiler chicks has risen to 3.80 yuan/chick as of August 15, while the price of broilers has slightly decreased to 3.52 yuan/kg, indicating a mixed market [3] - The increase in chick prices is attributed to a tight supply due to reduced breeding and high culling rates, leading to a decrease in chick availability [3] - The update rate of grandparent stock has significantly declined in the first half of 2025, with a 29.62% year-on-year drop, impacting the overall supply chain [3]
猪肉概念19日主力净流入482.43万元,牧原股份、海大集团居前
Sou Hu Cai Jing· 2025-08-19 07:51
序号代码名称最新价涨跌幅主力净流入主力净占比1002714牧原股份46.710.821.22亿元6.8%2002311海大 集团59.881.911.15亿元22.34%3000876新 希 望9.830.924099.52万元9.4%4000860顺鑫农业 16.131.131780.33万元4.42%5600073光明肉业7.721.311383.10万元8.3%6605296神农集团32.340.811340.91 万元9.47%7603477巨星农牧20.870.341180.37万元4.14%8000735罗 牛 山6.370.0760.46万元4.53%9002982 湘佳股份16.18-0.25441.11万元4.47%10002726龙大美食5.45-0.18280.21万元2.76% 来源:金融界 8月19日,猪肉概念上涨0.22%,今日主力资金流入482.43万元,概念股19只上涨,10只下跌。 主力资金净流入居前的分别为牧原股份(1.22亿元)、海大集团(1.15亿元)、新希望(4099.52万 元)、顺鑫农业(1780.33万元)、光明肉业(1383.1万元)。 ...