证券日报网讯晓鸣股份8月27日在互动平台回答投资者提问时表示，公司是集祖代和父母代蛋种鸡饲 养、蛋鸡养殖工程技术研发、种蛋孵化、雏鸡销售、食品销售、技术服务于一体的"引、繁、推"一体化 科技型蛋鸡制种企业。主营业务为祖代蛋种鸡、父母代蛋种鸡养殖，父母代雏鸡、商品代雏鸡（蛋）及 其副产品销售，商品代育成鸡养殖及销售。主要产品为父母代雏鸡、商品代雏鸡及其副产品、商品代育 成鸡。在产品主要为尚未入孵的种蛋及入孵后尚未孵化出的种蛋。库存商品主要为部分尚未销售的鲜蛋 及部分预制、即食食品。 （文章来源：证券日报） ...

（原标题：旺季却现大跌 创近十年新低！发生了什么？） 8月19日，国内期货市场鸡蛋主力合约2510价格继续下挫，盘中最低报3070元/500千克，为2016年10月 以来低点。 2025年以来，鸡蛋价格整体呈现震荡下行态势，对比2024年10月的阶段价格高点，已跌去30%。 "虽然目前处于鸡蛋传统旺季，但今年现货市场上，蛋价也已跌至近十年同期低点。"卓创资讯分析师刘 梅也告诉记者，上周鸡蛋市场均价已低至2.98元/斤。目前在产蛋鸡存栏量仍较多，鸡蛋产量普遍充 足。而需求方面，由于鸡蛋价格跌至低位，部分地区终端鲜鸡蛋消化速度尚可。现阶段鸡蛋行情低迷， 养殖仍处于亏损，短期蛋价涨幅空间有限，养殖单位多持谨慎态度，补栏热情不高。 蛋价持续下行背景下，主营蛋鸡养殖、种蛋孵化的晓鸣股份，却在2025年上半年交出了绩优成绩单。期 内该公司实现营业收入7.51亿元，较上年增长93.65%；净利润1.85亿元，较上年同期增长733.34%。 虽然2025年上半年鸡蛋价格表现疲软，在产蛋鸡存栏量高于近五年历史同期均值，鲜蛋供给充足。但受 商品代雏鸡补栏热度高，种鸡供种能力增强，饲料成本继续回调等因素影响，晓鸣股份鸡产品平均销售 ...

长江商报奔腾新闻记者查阅晓鸣股份财报发现，公司近三年利润从巨亏到爆发式增长。2023年，受饲料 成本高企、下游补栏低迷及禽流感疫情冲击，晓鸣股份陷入深度亏损，全年净亏损1.55亿元。2024年行 业供需格局改善，公司业绩强势复苏，全年净利润4481万元，同比扭亏，毛利率跃升至16.46%。 2025年上半年，公司不仅营收净利双增，核心指标也全面优化：毛利率升至33.99%，净利率达 24.57%，加权平均净资产收益率21.27%，同比提升25.31个百分点；商品代雏鸡价格涨至4.44元/羽，同 比涨45%。 晓鸣股份(300967.SZ)2025年中报出炉，上半年公司成功实现扭亏。 8月17日晚，晓鸣股份发布2025年中报，公司实现营业收入7.52亿元，同比上涨93.65%；归母净利润为 1.85亿元，较上年同期增加2.14亿元，创同期历史新高。 长江商报奔腾新闻记者邹平 同时，从半年报前十大股东中可看出，摩根士丹利国际、瑞银集团、高盛公司等外资机构悉数退出十大 流通股东名单；国泰中证畜牧养殖ETF新进持股107.56万股，巴克莱银行、自然人投资者逄杰等成为新 晋前十大股东。 晓鸣股份的财报勾勒出一幅典型的农 ...

Core Viewpoint - Ningxia Xiaoming Agricultural and Animal Husbandry Co., Ltd. reported a decrease in chicken product sales in July 2025 compared to the previous month, but a year-on-year increase, indicating seasonal market dynamics and potential for growth in the upcoming months [1][2]. Group 1: Sales Performance - In July 2025, the company sold 19.93 million chickens, generating revenue of 75.14 million yuan, with month-on-month declines of 13.60% and 22.35%, respectively, but year-on-year increases of 18.93% and 54.11% [1]. - For the year 2024, the company sold a total of 229.92 million chickens, averaging 19.16 million chickens sold per month [2]. - From August 2024 to July 2025, the company sold 293.25 million chickens, with an average monthly sale of 24.44 million chickens, showing a clear upward trend [2]. Group 2: Market Dynamics - The company operates in a traditional off-peak season for the egg-laying chicken industry, but the breeding sector continues to see strong demand, leading to increased sales of chick products year-on-year [1]. - Factors such as the return of cooler temperatures, extended egg storage times, and increased demand from the upcoming Mid-Autumn Festival and school openings are expected to boost market demand [1]. Group 3: Business Strategy and Development - The company focuses on building a robust market service system, enhancing customer relationship management, and providing tailored technical support to improve customer loyalty [3]. - Future strategies include optimizing the scale and structure of the egg-laying chicken industry, improving product quality, and expanding into new business areas such as non-cage egg sales and premix feed production [3]. - The company aims to create a new ecosystem for industry development through collaboration and strategic partnerships, particularly with small and medium-sized farmers [3].

Core Viewpoint - The A-share companies are currently in a concentrated disclosure phase for their Q1 2025 reports, highlighting the importance of both year-on-year and quarter-on-quarter data for a comprehensive assessment of their operational status [1] Group 1: Company Performance - 27 companies have reported a continuous increase in net profit both quarter-on-quarter and year-on-year, indicating a positive trend in their financial performance [2] - Among these, the semiconductor sector has a notable representation, with companies like 澜起科技 (Lianqi Technology) showing significant growth in revenue and net profit due to increased sales of DDR5 memory interface chips and high-performance chips [3][4] - 澜起科技 achieved a revenue of 1.222 billion yuan, a year-on-year increase of 65.78%, and a net profit of 525 million yuan, with a year-on-year growth of 135.14%, marking a record high for a single quarter [4] Group 2: Market Trends - The semiconductor industry is expected to benefit from the acceleration of domestic substitution due to recent trade frictions, particularly in high-end computing chips and related products [3] - 11 out of the 27 companies exhibit a bullish moving average pattern, indicating strong investor confidence and potential for further price increases [6][7] - Companies like 山高环能 (Shangao Environmental) and 晓鸣股份 (Xiaoming Co.) are also showing promising growth, with 山高环能 reporting a net profit of approximately 28.27 million yuan, a year-on-year increase of 222.23% [8][9] Group 3: Institutional Interest - Several companies have attracted significant institutional buying, with 晓鸣股份 receiving a net purchase of 51.73 million yuan, indicating strong market interest [10][11] - 福达股份 (Fuda Co.) has also seen substantial institutional investment, with a net purchase of 23.64 million yuan and a year-on-year net profit growth of 106.06% [10][12]