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农产品深度报告-农批龙头价值回归-稳健中兼具成长性
2026-01-30 03:11
请介绍一下农产品公司的基本情况和发展历程。 农产品公司是深圳国资委下属的一家农批市场龙头企业,成立于 1989 年,并 于 1997 年在深交所上市。公司旗下的农批市场年交易量超过 3,600 万吨,年 交易额超过 2,500 亿元,占中国农批市场的市占率约为 10%,是我国规模最 大的全国综合性农批企业。公司的发展历程可以分为五个阶段:从成立之初到 1998 年,主要在深圳进行区域性布局;从 1999 年开始,通过并购和与当地 政府合作进行异地扩张;2008 年起,通过海吉星模式升级建设高标准、高效 率的农产品物流园;2016 年至 2020 年,聚焦存量市场的发展培育,提高质 量和效率;自 2021 年以来,公司向产业链上下游延伸,不再局限于单纯的农 批市场业务,而是拓展了全产业链布局。 公司在成熟市场已形成较强盈利能力,通过品类结构调整、周边收费提 价、租金提升和滚动再开发等方式实现增长。新项目如成都新津和上海 惠南项目,强化数字化能力和保供体系。 公司积极布局产业链业务,包括上游"一元一基地一中心"的神农农场 模式,合作基地规模已达 44 万亩,以及下游城配业务、生农厨房和进 出口贸易,2024 年进 ...
物丰价稳年味浓
Xin Hua Ri Bao· 2026-01-29 21:55
□ 本报记者李慧 春节临近,市民的"菜篮子""肉案子"是否货源充足、价格是否平稳?1月27日,记者实地走访南京农副 物流中心(南京众彩)、多家农贸市场与商超,了解节前市场一线情况。 批发市场的价格走势,直接牵动着终端零售市场。记者来到南京众彩,南京雅豪蔬菜有限公司总经理马 亚南正指挥工人将一筐筐西红柿装车外运。"目前西红柿批发价每斤3.7—4元,我们每天的销量15—20 吨,比往年差点儿。"马亚南告诉记者,当下众彩市场的西红柿,主要来自云南、四川、山东等地,产 地气候异常是推动价格上涨的关键原因。"云南今年霜冻天气频发,直接影响了西红柿的产量,往年同 期西红柿的批发价也就2元一斤左右。" 在相邻的青椒批发档口,螺丝椒、小米椒、薄皮椒、杭椒等近10个品种摆满货架。档口负责人陈太平介 绍,"青椒的保本收购价每斤在1.7—1.8元,往年批发价每斤才1—2元,农户自然改种别的品类,产量下 滑直接带动批发价走高。今年市场批发价基本上在每斤4—5元。" 菜价整体平稳,春节涨幅可控 记者随后走访多家蔬菜批发档口,多位商户均表示,经历过寒潮天气后,菜价已小幅回落,预计节前价 格将保持稳定。春节期间即便出现小幅上涨,涨幅也会处 ...
全国农产品批发市场猪肉平均价格为18.60元/公斤 较前一日下降0.6%
Xin Hua Cai Jing· 2026-01-29 06:57
(文章来源:新华财经) 据农业农村部监测,截至1月29日14:00时,全国农产品批发市场猪肉平均价格为18.60元/公斤,较前一 日下降0.6%;鸡蛋平均价格为8.58元/公斤,较前一日上升0.2%。 ...
1月29日“农产品批发价格200指数”比昨天上升0.05个点
Zhong Guo Xin Wen Wang· 2026-01-29 06:49
Core Insights - The "Agricultural Products Wholesale Price Index" increased to 130.56, up by 0.05 points from the previous day, while the "Vegetable Basket" price index rose to 133.55, up by 0.06 points [1] Price Changes in Key Products - The average wholesale price of pork is 18.60 yuan/kg, down by 0.6% from yesterday - Beef is priced at 66.01 yuan/kg, down by 0.2% - Mutton is at 63.50 yuan/kg, down by 1.0% - Eggs increased to 8.58 yuan/kg, up by 0.2% - Broiler chicken is priced at 16.68 yuan/kg, down by 2.8% [1] Vegetable and Fruit Prices - The average price of 28 monitored vegetables is 5.58 yuan/kg, down by 0.4% - The average price of 6 monitored fruits is 7.93 yuan/kg, down by 0.4% [1] Fish Prices - Crucian carp is priced at 19.40 yuan/kg, up by 0.4% - Carp is at 13.88 yuan/kg, down by 0.8% - White catfish is priced at 9.94 yuan/kg, down by 4.4% - Large hairtail is at 41.58 yuan/kg, down by 1.9% [1] Price Fluctuations in Specific Products - Among 46 monitored fresh agricultural products, the top five price increases were for asparagus lettuce (3.9%), pineapple (2.8%), green beans (2.5%), white radish (1.7%), and ginger (1.7%) - The top five price decreases were for onion (4.8%), white catfish (4.4%), duck pear (3.4%), broiler chicken (2.8%), and lettuce (2.6%) [2]
节前消费市场购销旺、“鲜”味浓 百姓“菜篮子”丰盈、“果盘子”新鲜有保障
Yang Shi Wang· 2026-01-29 02:14
央视网消息:春节临近,各地批发市场将迎来采购高峰。在江西南昌的大型农产品批发市场,商户们正加紧备货,全力保障市民"菜篮 子"丰盈、"果盘子"新鲜,让市民买得实惠、吃得舒心。 南昌深圳农产品中心批发市场是江西省规模最大的农产品批发市场。走进这里,水果区果香四溢,车厘子、耙耙柑、蓝莓等热门品种被摆 在显眼位置,不少消费者前来批量采购。 为应对节前采购高峰,商户们纷纷加大了备货量,确保供应不断档。 蔬菜区同样十分繁忙,工人们忙着将刚刚运来的蔬菜装卸、分拣。 蔬菜商户 魏汉明:我们会提前半个月向产地菜农预订每天5万斤—6万斤的蔬菜,销发货量比平时多发1—2车。 南昌深圳农产品中心批发市场副总经理 孙文江:精准对接生产地,提前加大备货的力度,保障重点民生、果蔬的备货量,指导商户做好 春节前果蔬的防冻保鲜,确保市场的供应是没有问题的。 山东枣庄:淡水鱼开捕 抢"鲜"供应节前市场 而在山东枣庄,当地的养殖户们正忙着捕鱼,以供应节前消费市场。 在峄城区的一处淡水鱼养殖合作社,随着渔民们破冰、拉网,一条条鲜鱼跃出水面,呈现出"鱼跃人欢"的丰收景象。 据介绍,峄城区鲜鱼年产量可达8500吨,大部分将在春节前夕集中收获,满足节日期 ...
“菜篮子”丰盈“果盘子”新鲜 批发市场备货忙
Yang Shi Wang· 2026-01-28 23:37
春节临近,各地批发市场迎来采购高峰。在江西南昌的大型农产品批发市场,商户们正加紧备货。全力保障市民"菜篮子"丰盈、"果盘子"新鲜,让市民买得 实惠,吃得舒心。 南昌深圳农产品中心批发市场是江西省规模最大的农产品批发市场。走进这里,水果区果香四溢,车厘子、耙耙柑、蓝莓等热门品种被摆在显眼位置,不少 消费者前来批量采购。 南昌深圳农产品中心批发市场副总经理 孙文江:精准对接生产地,提前加大备货的力度,保障重点民生果蔬的备货量,指导商户做好春节前果蔬的防冻保 鲜,确保市场供应。 消费者 施婷:这边不零售,都是整箱整箱买的,价格比水果店一斤一斤买要实惠很多。平时看不到的水果也有,品类非常多。 为应对节前采购高峰,商户们纷纷加大了备货量,确保供应不断档。蔬菜区同样十分繁忙,工人们忙着将刚刚运来的蔬菜装卸、分拣。 ...
农产品:农批龙头价值回归,稳健中兼具成长性-20260128
GOLDEN SUN SECURITIES· 2026-01-28 12:24
Investment Rating - The report initiates coverage with a "Buy" rating for the company [3] Core Insights - The company is a leading player in the agricultural wholesale market, with substantial asset value and a market share exceeding 10% in China, maintaining an annual transaction volume of over 360 billion yuan and a transaction weight of over 36 million tons [1][13] - The company has demonstrated strong growth potential, with a projected revenue CAGR of 16.07% and a net profit CAGR of 44.18% from 2018 to 2024 [1][14] - The company is expanding its integrated supply chain, enhancing its operational efficiency and exploring new growth opportunities through initiatives like "Deep Agricultural Kitchen" and import-export trade [2][3] Company Overview - The company operates 35 wholesale markets across more than 20 major cities, forming a nationwide layout and extending its reach to agricultural bases covering approximately 440,000 acres [2][42] - The company has a stable shareholder structure, with Shenzhen State-owned Assets Supervision and Administration Commission holding 38.67% and the second-largest shareholder, Life Insurance, holding 25.62% [1][32] Financial Performance - The company reported a revenue of 5.63 billion yuan in 2024, with a year-on-year growth rate of 2.5%, while the net profit was 384 million yuan, reflecting a decline of 14.4% [5][14] - The forecast for 2025 anticipates revenues of 7.68 billion yuan and a net profit of 415 million yuan, indicating a year-on-year growth of 36.5% and 8.1%, respectively [3][5] Market Position - The company has maintained a strong profitability status, with 72% of its subsidiaries and joint ventures achieving profitability in 2024 [2][43] - The company’s operational model includes a mix of rental income, commissions, and management fees, with the agricultural market operations contributing significantly to its revenue [18][19] Growth Strategy - The company is focusing on enhancing its supply chain capabilities and expanding its market presence through strategic projects and partnerships [41][42] - The introduction of employee stock ownership plans in 2024 aims to broaden the incentive structure, covering 260 key personnel compared to 44 in 2021 [37][39]
苏州市市场监管局在南环桥市场开展帮扶行动
Su Zhou Ri Bao· 2026-01-28 00:35
Core Viewpoint - The Suzhou Market Supervision Administration is implementing a "special inspection + precise assistance" initiative in the Nanhuanqiao wholesale market to ensure the safety of fresh agricultural products and enhance consumer confidence in purchasing [1][2] Group 1: Initiative Overview - The initiative aims to provide on-site services to address challenges faced by grassroots entities and businesses, focusing on protecting consumer rights [1] - A three-party collaboration mechanism involving regulatory bodies, technical experts, and businesses has been established to facilitate compliance and support [1] Group 2: Inspection and Compliance - In the meat trading area of the Nanhuanqiao wholesale market, staff conducted thorough inspections of 225 fresh lighting fixtures, ensuring compliance with regulations that prevent misleading consumers regarding the true color of fresh products [2] - A joint assistance team was formed to educate business operators on relevant laws and lighting standards, offering tailored recommendations for compliant lighting solutions [2] Group 3: Future Plans - The Suzhou Market Supervision Administration plans to establish a long-term regulatory and service mechanism, combining service-oriented law enforcement with precise assistance to promote the standardized development of businesses [2] - The initiative aims to enhance the quality of fresh agricultural product transactions, ensuring consumer safety and confidence in the marketplace [2]
“菜篮子”“米袋子”货源足价格稳
Xin Lang Cai Jing· 2026-01-27 21:05
Core Viewpoint - The Guangxi Jinqiao International Agricultural Products Wholesale Market is experiencing a peak in transactions as the Spring Festival approaches, ensuring a stable supply of essential goods and maintaining price stability for consumers [5][6][7]. Group 1: Market Activity - The market is a crucial supplier for the city, providing a daily average of 3,500 tons of vegetables, which accounts for 60% of the total supply in Nanning and surrounding areas [6]. - The meat and poultry sections are also busy, with an average daily supply of 8,000 live birds to meet consumer demand [6]. - The newly opened Guangxi Jinqiao International Seafood Market has become a popular destination for fresh seafood, with an expected daily sales volume of 15,000 kilograms leading up to the festival [6]. Group 2: Price Stability and Supply Assurance - Prices for essential goods such as vegetables, grains, and meat remain stable compared to regular days, addressing consumer concerns [7]. - The market management is committed to ensuring a rich variety of goods, stable prices, and reliable quality during the festive season, with a focus on safety inspections and product quality testing [7]. - A quality safety detection system is in place, with daily inspections of incoming agricultural products to monitor pesticide and veterinary drug residues, ensuring consumer safety [7].
全国农产品批发市场猪肉平均价格为18.66元/公斤 较前一日上升0.1%
Xin Hua Cai Jing· 2026-01-27 07:53
据农业农村部监测,截至1月27日14:00时,全国农产品批发市场猪肉平均价格为18.66元/公斤,较前一 日上升0.1%;鸡蛋平均价格为8.51元/公斤,较前一日上升1.2%。 (文章来源:新华财经) ...