据证券之星公开数据整理，近期好当家(600467)发布2024年年报。根据财报显示，好当家净利润减 12.17%。截至本报告期末，公司营业总收入14.16亿元，同比下降9.45%，归母净利润4342.76万元，同 比下降12.17%。按单季度数据看，第四季度营业总收入4.44亿元，同比下降10.29%，第四季度归母净利 润1390.07万元，同比上升10.51%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率15.57%，同比减5.37%，净利率3.23%， 同比减0.15%，销售费用、管理费用、财务费用总计2.02亿元，三费占营收比14.24%，同比增5.13%，每 股净资产2.33元，同比增0.99%，每股经营性现金流0.4元，同比减32.23%，每股收益0.03元，同比减 11.76% | 项目 | 2023年年报 | 2024年年报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 15.64亿 | 14.16亿 | -9.45% | | 归母净利润(元) | 4944.59万 | 4342.76万 | -12.17% | | 扣非净利润(元) ...

一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.0439 | -0.0806 | 45.53 | -0.0770 | | 每股净资产（元） | 0.94 | 1.19 | -21.01 | 2.47 | | 每股公积金(元) | 0.9 | 0.91 | -1.1 | 2.14 | | 每股未分配利润(元) | -1.15 | -0.91 | -26.37 | -0.80 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 8.46 | 9.99 | -15.32 | 8.85 | | 净利润(亿元) | -0.16 | -0.29 | 44.83 | -0.28 | | 净资产收益率(%) | -4.56 | -6.61 | 31.01 | -1.91 | 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： 23825.5万股，累计占流 ...

■■■■■■■■■■■■■■■>> ■■■■■■■■■■■■■ | ■■■■■ | 2024■■■ | 2023■■■ | ■■■■■■■(%) | 2022■■■ | | --- | --- | --- | --- | --- | | ■■■■■■■■■ | 0.0300 | 0.0340 | -11.76 | 0.0410 | | ■■■■■■■■ | 2.33 | 2.31 | 0.87 | 2.3 | | ■■■■■(■) | 0.27 | 0.27 | 0 | 0.27 | | ■■■■■■■(■) | 0.81 | 0.80 | 1.25 | 0.78 | | ■■■■■■■(■) | - | - | - | - | | ■■■■(■■) | 14.16 | 15.64 | -9.46 | 11.93 | | ■■■(■■) | 0.43 | 0.49 | -12.24 | 0.6 | | ■■■■■■(%) | 1.28 | 1.47 | -12.93 | 1.79 | | ■■ | ■■■■(■■) | ■■■■■■(%) | ■■■■(■■) | | --- | --- | --- | -- ...

Group 1 - The notice emphasizes the need for comprehensive investigation into the participation of specific agricultural sectors such as planting, animal husbandry, and fisheries in the "cloud farming economy" to identify potential fraud activities [1] - It highlights the importance of dynamic monitoring for new trends and variations in risks associated with the "cloud farming economy" [1] - Relevant departments are required to collaborate and transfer significant findings to the anti-illegal financial activities office, public security, and market regulation departments for further action [1] Group 2 - Market regulation departments are instructed to promptly share registration information of entities using specific terms like "cloud planting" and "cloud breeding" in their names with agricultural, anti-illegal financial activities, and public security departments for risk warning purposes [1]

金十数据4月21日讯，据福克斯新闻，在复活节后的一周，特朗普执政的第14周，他的主要工作是贸易 谈判。周一，特朗普内阁的家庭、孩子和成员将前往白宫南草坪，届时第一夫人梅拉尼娅将主持一年一 度的复活节滚彩蛋活动。之后，特朗普政府预计将于本周在华盛顿会见韩国官员，因韩国被征收25%的 对等关税，韩国希望与特朗普达成关税协议。美国财长贝森特此前称："我们首先与15个最大的经济体 开展工作……下周韩国也将加入。我相信印度也在讨论。这一切进展非常迅速。"特朗普上周签署了一 项行政命令，旨在通过优先考虑商业捕捞，同时减少束缚渔网的繁杂法规，支持美国渔业。特朗普预告 称，本周他的办公桌上将出现一项专门针对缅因州龙虾业的行政命令。在特朗普的第一任期中，他取消 了奥巴马时代禁止捕虾人在某些地区捕捞的规定。特朗普上周称："上次我在缅因州做到了这一点，而 他们（拜登政府）取消了它。这就是为什么我们必须长期担任总统。" 特朗普本周日程：办庆祝活动、忙贸易谈判、支持龙虾行业 ...

Investment Rating - The overall investment rating for the agricultural sector is positive, with expectations of higher returns than the CSI 300 index by over 5% in the next six months [50]. Core Insights - Recent increases in agricultural product prices are expected to continue due to tariff countermeasures, presenting overall investment opportunities in the agricultural sector. Key investment themes include tariff countermeasures, capacity reduction, and low valuations [6][20]. - The livestock industry is experiencing stagnation in production capacity, with valuations at historical lows, indicating long-term investment potential despite potential price fluctuations [6][21]. - The poultry sector, particularly broilers, is anticipated to see price increases due to reduced imports from the U.S. following tariff impositions, alongside a steady recovery in consumer demand [9][22]. - The feed industry is showing resilience, with smaller adjustments compared to other sub-sectors, indicating a stable outlook [26]. Summary by Relevant Sections Livestock Industry - Swine prices are currently at 14.97 CNY/kg, reflecting a slight increase of 0.31 CNY from the previous week. The average weight of slaughtered pigs is 91.46 kg, with a processing plant utilization rate of 34.78% [14][20]. - The profitability for self-breeding farms is reported at 79 CNY per head, with a slight increase in the price of piglets to 40.9 CNY/kg [21]. - The broiler market is seeing a price increase, with the average price for broiler chicks at 3.1 CNY per chick and broiler meat at 3.75 CNY per jin [9][22]. Poultry Industry - The yellow chicken market is experiencing a price recovery, with prices reaching 10.69 CNY/kg, indicating a potential upward trend due to tightening supply [10][23]. - The animal health sector is showing signs of recovery, with increased demand for veterinary products as pig inventories rise [11]. Planting Industry - The seed industry is expected to benefit from improved policy environments, particularly for genetically modified corn and soybeans, which are projected to accelerate in commercialization [12][24]. - Recent increases in grain prices, with corn at 2290 CNY/ton and wheat at 2426 CNY/ton, are attributed to tariff countermeasures against U.S. imports, suggesting further investment opportunities in this sector [13][24]. Industry Data - The agricultural index has seen a decline of 2.14%, underperforming compared to the broader market indices, indicating a need for cautious investment strategies [26].

Investment Rating - The industry investment rating is "Overweight" indicating that the agricultural sector is expected to outperform the overall market [2][5]. Core Insights - The report emphasizes the strategic value of the agricultural sector under the backdrop of unexpected tariff policies and the "internal circulation + self-control" approach, highlighting investment opportunities across various sub-sectors [5][3]. - The report notes a significant increase in online sales of pet food, with March sales reaching 2.65 billion yuan, a year-on-year increase of 23% and a month-on-month increase of 44% [3][5]. Summary by Relevant Sections Agricultural Sector Performance - The Shenwan Agricultural Index rose by 3.3%, while the CSI 300 Index fell by 2.9% during the week [3][4]. - Top five gainers included Shen Nong Technology (35.7%), Xin Sai Co. (32.2%), Jin He Biological (28.8%), Wanxiang De Nong (24.9%), and Bei Da Huang (19.7%) [4][12]. Livestock Farming - Swine prices are expected to fluctuate, with the average price for external three yuan pigs at 14.80 yuan/kg, a week-on-week increase of 1.4% [3][13]. - The report anticipates a potential decline in pig prices due to increased supply in the second quarter, suggesting a left-side investment opportunity in the sector [3][5]. Poultry Farming - The price of white chicken chicks continues to weaken, with the average price at 2.54 yuan/chick, a week-on-week decrease of 7.64% [3][5]. - The report highlights the importance of monitoring consumer demand, particularly in the restaurant and catering sectors, as a key factor affecting the poultry market [3][5]. Pet Food Industry - The report indicates that domestic brands are likely to gain market share as the cost-effectiveness of imported pet food declines [5][3]. - Key companies in the pet food sector, such as Guai Bao Pet and Zhong Chong Co., reported significant growth in sales, with Guai Bao Pet achieving a 47% year-on-year increase in March [3][5]. Seed Industry - The necessity for self-control in the seed industry is increasingly evident, with a push towards biological breeding and accelerated industrialization [5][3]. - The report recommends focusing on companies like Longping High-Tech and Dabeinong in the seed sector [5][3].

Core Viewpoint - The article highlights the successful artificial breeding of the rare freshwater fish species, the "胭脂鱼" (Yanzhi fish), at the Wuhan Qingyu Breeding Farm, emphasizing the importance of conservation efforts for this endangered species [4][17]. Group 1: Breeding Process - The breeding process involves technicians carefully extracting eggs from female Yanzhi fish and mixing them with male sperm to facilitate fertilization, resulting in approximately 1 million fry being produced [4][8]. - The farm has successfully relocated 43 mature Yanzhi fish to breeding pools to enhance the breeding program [4][8]. Group 2: Species Characteristics - The Yanzhi fish is a unique and beautiful species native to China, known for its vibrant coloration and elegance, earning it nicknames like "freshwater mermaid" [12][13]. - The species has a long maturation period, with males maturing at over 5 years and females at over 7 years, primarily spawning in upstream areas of the Yangtze River [13]. Group 3: Conservation Efforts - The Yanzhi fish population has drastically declined, with only 413 individuals recorded in the Yangtze River from 2017 to 2021, indicating a lack of natural reproduction [17]. - The Wuhan Qingyu Breeding Farm has been actively involved in the artificial breeding of Yanzhi fish for several years, contributing significantly to local conservation efforts [17].

Core Viewpoint - The Shenzhen International Fisheries Expo, scheduled for May 15-17, 2025, aims to become a world-class platform for high-end trade and resource aggregation in the fisheries sector, contributing to Shenzhen's goal of becoming a "creative modern fisheries capital" [1][2]. Group 1: Event Overview - The expo will take place at the Shenzhen Convention and Exhibition Center, featuring over 100 enterprises from 24 countries and regions, and is expected to attract more than 80,000 professional visitors and citizens [1]. - The exhibition area will cover 37,500 square meters, with eight specialized exhibition zones including deep-sea fishing and aquatic processing, covering the entire industry chain from fishing to consumption [1]. - A series of high-quality development forums and new technology roadshows will be held, along with unique trade matching activities such as high-end seafood auctions and closed-door meetings for major buyers [1]. Group 2: Strategic Importance - The expo is seen as a strategic pivot for Shenzhen to develop its core pillar industry of becoming a "global marine center city," facilitating deep participation in an open fisheries ecosystem [2]. - The Shenzhen government will continue to provide special subsidies for participating enterprises, aiming to lower exhibition costs and stimulate market vitality [2].

一、主要会计数据和财务指标 三、分红送配方案情况 不分配不转增 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： 13493.2万股，累计占流通股比： 28.04%，较上期变化： 8.15万股。 | 名称 | 持有数量(万股) | 占总股本比例(%) | 增减情况(万股) | | --- | --- | --- | --- | | 西藏泓杉科技发展有限公司 | 10463.12 | 21.74 | 不变 | | 范远龙 | 1395.38 | 2.90 | 不变 | | 李泽 | 404.90 | 0.84 | 新进 | | 卢彩金 | 216.09 | 0.45 | 新进 | | 胡旭 | 200.00 | 0.42 | 5.00 | | 付如玉 | 182.95 | 0.38 | 14.99 | | 张林兵 | 172.88 | 0.36 | 新进 | | 杨清晴 | 157.40 | 0.33 | 新进 | | 王莉华 | 150.48 | 0.31 | 新进 | | 赵玉兰 | 150.00 | 0.31 | 新进 | | | 较上个报告期退出前十大股东 ...