温氏食品集团股份有限公司 证券代码：300498 证券简称：温氏股份 公告编号：2025-99 债券代码：123107 债券简称：温氏转债 温氏食品集团股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、2025年7月份鸡产品销售情况 月销售肉鸡11,094.39万只（含毛鸡、鲜品和熟食），收入23.16亿 元，毛鸡销售均价9.89元/公斤，环比变动分别为6.35%、1.22%、 -3.89%，同比变动分别为14.02%、-11.84%、-25.08%。 肉鸡销量（万只） 销售收入（亿元） 毛鸡价格（元/公 斤） 月份 当月 当年累计 当月 当年累计 当月 温氏食品集团股份有限公司 注：因四舍五入，以上数据可能存在尾差。 白羽鸡苗9,962.05万只。 二、2025年7月份猪产品销售情况 公司2025年7月销售生猪316.48万头（其中毛猪和鲜品264.58 万头，仔猪51.90万头），收入48.77亿元，毛猪销售均价14.58元/ 公斤，环比变动分别为5.24%、-0.87%、1.32%，同比变动分别为 投苗增加以及外卖仔猪影响。 肉猪/生猪销 ...

Group 1 - The company reported sales of 11,094.39 million chickens in July 2025, generating revenue of 2.316 billion yuan, with an average selling price of 9.89 yuan/kg for live chickens. The month-on-month changes were 6.35% for sales volume, 1.22% for revenue, and -3.89% for average price. Year-on-year changes were 14.02% for sales volume, -11.84% for revenue, and -25.08% for average price [1][1][1] - The company sold 1,110.27 million broiler chicks in July 2025, with a cumulative sales of 9,962.05 million broiler chicks for the year [1][1][1] - The company sold 316.48 million pigs in July 2025, including 264.58 million live pigs and 51.90 million piglets, generating revenue of 4.877 billion yuan, with an average selling price of 14.58 yuan/kg for live pigs. Month-on-month changes were 5.24% for sales volume, -0.87% for revenue, and 1.32% for average price. Year-on-year changes were 36.22% for sales volume, -8.72% for revenue, and -23.06% for average price [1][1][1]

Group 1 - The company announced that in July 2025, it sold 111 million meat chickens, generating revenue of 2.316 billion yuan, with an average selling price of 9.89 yuan per kilogram. The month-on-month changes were 6.35% for sales volume, 1.22% for revenue, and -3.89% for average price. Year-on-year changes were 14.02% for sales volume, -11.84% for revenue, and -25.08% for average price [1] - The company sold 11.1027 million white feather chicken seedlings in July 2025 [1] - In terms of live pig sales, the company sold 3.1648 million pigs in July 2025, with revenue of 4.877 billion yuan and an average selling price of 14.58 yuan per kilogram. Month-on-month changes were 5.24% for sales volume, -0.87% for revenue, and 1.32% for average price. Year-on-year changes were 36.22% for sales volume, -8.72% for revenue, and -23.06% for average price [1]

人民财讯8月6日电，温氏股份（300498）8月6日晚间公告，公司7月销售肉鸡1.11亿只(含毛鸡、鲜品和 熟食)，收入23.16亿元，毛鸡销售均价9.89元/公斤，环比变动分别为6.35%、1.22%、-3.89%，同比变动 分别为14.02%、-11.84%、-25.08%；7月销售白羽鸡苗1110.27万只，当年累计销售白羽鸡苗9962.05万 只。公司7月销售生猪316.48万头(其中毛猪和鲜品264.58万头，仔猪51.90万头)，收入48.77亿元，毛猪 销售均价14.58元/公斤，环比变动分别为5.24%、-0.87%、1.32%，同比变动分别为 36.22%、-8.72%、-23.06%。2025年7月，公司生猪销量同比上升，主要原因是受公司前期投苗增加以及 外卖仔猪影响。 ...

21世纪经济报道记者贺泓源、实习生李晴 盈利不错的厦门航空似乎想在资本运作上有所突破。 据厦门航空报披露，7月14日，厦航召开2025年中工作会。会上，厦航董事长、党委书记赵东表示，要 坚持守正创新，在"业财融合"上强传承、激活力。"深化体制改革，推动资本运作和优化公司治理，巩 固 '四自' 经营机制优势，强化提质增效，拓展产业生态，发展新质生产力，走中国特色现代企业改革 发展之路。"他说。 如此表态，或许代表着厦门航空有上市计划。 客观上，相关方向也有着利好消息。2024年7月，在厦门航空成立40周年大会上，三方股东就联合签署 了《关于共同支持厦门航空有限公司进一步深化改革的框架协议》。 需要注意的是，目前厦门航空大股东为南方航空，持股比达到55%。这意味着，厦航上市，南航意见尤 其重要。 且2024年4月12日，国务院发布《关于加强监管防范风险推动资本市场高质量发展的若干意见》，明确 提出要"严把发行上市准入关"，"从严监管分拆上市"。 此外，厦航为南航扭亏做着贡献。 南方航空财报显示，2024年，厦门航空营收达到364.38亿元，净利润6.97亿元。同年，南方航空营收 1742.24 亿元，同比增长 8 ...

重要的消息有哪些 1．国务院办公厅印发《关于逐步推行免费学前教育的意见》，其中提出，免保育教育费对象。从2025 年秋季学期起，免除公办幼儿园学前一年在园儿童保育教育费。对在教育部门批准设立的民办幼儿园就 读的适龄儿童，参照当地同类型公办幼儿园免除水平，相应减免保育教育费。财政部、教育部将统筹考 虑学龄人口变化、财力状况等因素，研究适时完善免费学前教育政策。西藏，四川、云南、甘肃、青海 四省涉藏州县，新疆喀什、和田、阿克苏、克孜勒苏柯尔克孜四地州等地区在园儿童继续执行现行政 策。 2．中国人民银行等七部门联合印发《关于金融支持新型工业化的指导意见》。其中提出，提升科技金 融质效，支持新兴产业培育壮大和未来产业前瞻布局。支持金融机构打造多元化接力式的科技金融服务 模式，扩大科技贷款投放，加大对科技创新债券投资承销力度。推广中小企业专精特新发展评价结果运 用，强化融资增信服务。全面推行"创新积分制"，规范发展知识产权质押贷款等业务。支持新一代信息 技术、基础软件和工业软件、智能（网联）汽车、新能源、新材料、高端装备、时空信息、商业航天、 生物医药、网络和数据安全等新兴产业符合条件的企业在多层次资本市场融资。推进投 ...

Core Viewpoint - Several listed companies in China announced significant developments, including stock suspensions, financing arrangements, and performance updates, which may present investment opportunities and risks for investors [4][5][7][8][11][12]. Group 1: Stock Suspensions and Mergers - China Shipbuilding Industry Corporation will suspend trading of China Heavy Industry's stock from August 13, 2025, as part of a share swap merger with China Shipbuilding [4]. - Upwind New Materials may apply for continuous suspension of trading if its stock price continues to rise significantly, having increased by 1320.05% from July 9 to August 5, 2025 [6][7]. Group 2: Financing and Borrowing - Vanke A's largest shareholder, Shenzhen Metro Group, is providing a loan of up to 1.681 billion yuan to repay bond principal and interest, with total loans to Vanke A reaching 22.688 billion yuan [5]. - Daodaquan's controlling shareholder plans to increase its stake with an investment of 50 million to 100 million yuan, supported by a loan commitment from a bank [19][20]. Group 3: Performance Updates - Muyuan Foods reported a 10.41% decline in revenue from the sale of commodity pigs in July 2025, totaling 11.639 billion yuan, with a sales volume of 6.355 million heads [8]. - Haiguang Information's net profit for the first half of 2025 reached 1.201 billion yuan, a 40.78% increase year-on-year, with total revenue of 5.464 billion yuan [11]. - Zhongke Shuguang's net profit for the first half of 2025 was 731 million yuan, up 29.89% year-on-year, with total revenue of 5.854 billion yuan [12]. Group 4: Shareholding Changes - Ancar Detection announced that Xirui Technology plans to acquire 14.7224 million shares, representing 6.43% of the company, leading to a change in control [9]. - Debang Technology and Chenshin Pharmaceutical announced plans for major shareholders to reduce their stakes by up to 3% and 1% respectively, indicating potential liquidity changes [13][14].

Group 1 - The company plans to continue developing its chicken farming business, which is a core part of its operations, with a projected sale of 1.208 billion meat chickens in 2024, maintaining the highest market share among listed companies [2] - In 2024, revenue from chicken products is expected to account for 34.1% of the company's total revenue, indicating a strong reliance on this segment [2] - The company has no current plans to enter the pet feed market, despite having chicken and pig feed businesses that could potentially align with pet food production [2]

格隆汇8月5日丨温氏股份(300498.SZ)在互动平台表示，养鸡业务是公司主营业务之一。2024年，公司 共实现肉鸡销售12.08亿只（含毛鸡、鲜品及熟食），市场占有率稳居上市企业首位。2024年，公司肉 鸡类产品营业收入占公司总营业收入34.1%。未来，公司将继续稳步发展养鸡业务，持续提升养鸡业务 核心竞争力水平。公司暂无布局宠物饲料业务的计划。 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Views - The decline in chick prices has negatively impacted profitability, while the sales of breeding pigs are entering a release phase [2] - In the first half of 2025, the company achieved revenue of 1.32 billion yuan, a year-on-year decrease of 4.0%, and a net profit attributable to the parent company of 6.155 million yuan, down 96.6% year-on-year [4][5] - The company has seen a 15.7% year-on-year increase in the sales volume of white feather broiler chicks, but the price drop has affected profitability [4][5] Financial Performance Summary - In 1H2025, the company's revenue from broiler chicken business was 1.006 billion yuan, a decrease of 16.5% year-on-year, with a gross profit of 98 million yuan, down 72.8% [5] - The sales volume of breeding pigs reached 38,000 heads in 1H2025, a year-on-year increase of 355%, with revenue from the pig business at 204 million yuan, up 128.7% [5] - The company expects to achieve main business revenues of 3.384 billion yuan, 4.010 billion yuan, and 5.005 billion yuan for 2025, 2026, and 2027 respectively, with corresponding net profits of 141 million yuan, 450 million yuan, and 469 million yuan [7][10] Sales and Production Insights - The company introduced 230,000 sets of Hubbard breeding chickens in 2024, a year-on-year increase of approximately 44%, laying a solid foundation for growth in parent and commercial chick sales in 2025 [5] - The sales price for white feather parent chicks in 1H2025 was approximately 30 yuan per set, while the price for commercial chicks ranged from 2.3 to 2.4 yuan per chick [5] - The company anticipates steady growth in the sales volume of its 909 small white feather broiler chicks in 2025 [5] Future Projections - The company projects parent chick sales of 12 million sets, 12 million sets, and 13 million sets for 2025, 2026, and 2027 respectively, with commercial chick sales of 665 million, 632 million, and 664 million [7] - The expected compound annual growth rate for breeding pig sales from 2024 to 2027 is 145.5%, with a projected sales volume of 100,000 heads, 150,000 heads, and 200,000 heads for the respective years [7]