海大集团所属申万行业为：农林牧渔-饲料-水产饲料。所属概念板块包括：猪肉概念、养鸡、生态农 业、预制菜、乡村振兴等。 截至9月30日，海大集团股东户数1.90万，较上期减少11.81%；人均流通股87561股，较上期增加 13.39%。2025年1月-9月，海大集团实现营业收入960.94亿元，同比增长13.24%；归母净利润41.42亿 元，同比增长14.31%。 10月22日，海大集团盘中下跌2.02%，截至11:14，报57.83元/股，成交1.65亿元，换手率0.17%，总市值 962.15亿元。 资金流向方面，主力资金净流出1519.95万元，特大单买入209.32万元，占比1.27%，卖出536.11万元， 占比3.24%；大单买入2577.08万元，占比15.58%，卖出3770.24万元，占比22.79%。 海大集团今年以来股价涨21.11%，近5个交易日跌6.54%，近20日跌12.64%，近60日涨0.29%。 资料显示，广东海大集团股份有限公司位于广东省广州市番禺区化龙镇龙泰街8号海大科学园1栋，成立 日期2004年1月8日，上市日期2009年11月27日，公司主营业务涉及水产预混料、水 ...

截至6月30日，海大集团股东户数2.15万，较上期增加2.49%；人均流通股77222股，较上期减少2.43%。 2025年1月-6月，海大集团实现营业收入588.31亿元，同比增长12.50%；归母净利润26.39亿元，同比增 长24.16%。 9月17日，海大集团跌3.01%，成交额7.20亿元。两融数据显示，当日海大集团获融资买入额3648.08万 元，融资偿还1466.99万元，融资净买入2181.09万元。截至9月17日，海大集团融资融券余额合计1.27亿 元。 融资方面，海大集团当日融资买入3648.08万元。当前融资余额1.24亿元，占流通市值的0.12%，融资余 额低于近一年10%分位水平，处于低位。 融券方面，海大集团9月17日融券偿还4900.00股，融券卖出7800.00股，按当日收盘价计算，卖出金额 50.23万元；融券余量5.14万股，融券余额331.14万元，超过近一年50%分位水平，处于较高位。 资料显示，广东海大集团股份有限公司位于广东省广州市番禺区化龙镇龙泰街8号海大科学园1栋，成立 日期2004年1月8日，上市日期2009年11月27日，公司主营业务涉及水产预混料、水产配合 ...

华宝中证全指农牧渔指数发起式A（013471）成立日期2021年12月6日，最新规模2949.38万。今年以来 收益15.3%，同类排名2898/4222；近一年收益29.63%，同类排名3260/3798；成立以来亏损16.27%。 华宝中证全指农牧渔指数发起式A（013471）基金经理为陈建华。 截至发稿，陈建华累计任职时间12年267天，现任基金资产总规模155.33亿元，任职期间最佳基金回报 159.94%， 任职期间最差基金回报-49.65%。 9月11日，海大集团涨2.3%，截至发稿，报65.75元/股，成交4.77亿元，换手率0.44%，总市值1093.92亿 元。海大集团股价已经连续6天上涨，区间累计涨幅9.58%。 资料显示，广东海大集团股份有限公司位于广东省广州市番禺区化龙镇龙泰街8号海大科学园1栋，成立 日期2004年1月8日，上市日期2009年11月27日，公司主营业务涉及水产预混料、水产配合饲料和畜禽配 合饲料的研发、生产和销售。主营业务收入构成为：饲料销售80.13%，农产品销售16.55%，贸易业务 2.37%，动保产品销售0.79%，其他0.17%。 从基金十大重仓股角度 数据 ...

瑞达策略优选混合发起A（015694）基金经理为。 责任编辑：小浪快报 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，瑞达基金旗下1只基金重仓海大集团。瑞达策略优选混合发起A（015694）一季度持有股数 6700股，占基金净值比例为4.74%，位居第五大重仓股。根据测算，今日浮盈赚取约9916元。连续6天 上涨期间浮盈赚取3.85万元。 瑞达策略优选混合发起A（015694）成立日期2022年5月17日，最新规模684.22万。今年以来收益 5.06%，同类排名2772/8247；近一年收益6.47%，同类排名4139/7882；成立以来亏损36.62%。 9月11日，海大集团涨2.3%，截至发稿，报65.75元/股，成交4.77亿元，换手率0.44%，总市值1093.92亿 元。海大集团股价已经连续6天上涨，区间累计涨幅9.58%。 资料显示，广东海大集团股份有限公司位于广东省广州市番禺区化龙镇龙泰街8号海大科学园1栋，成立 日期2004年1月8日，上市日 ...

Group 1 - The company has made progress in the acquisition of the Tian Shi project, having obtained the initial drafts of audit, evaluation, and legal due diligence, and is currently in negotiations with relevant parties regarding equity cooperation details [2] - The company expects to have projects ready for production in the second half of 2025, including a 100,000-ton aquatic feed project in Anhui, which successfully began trial production in August [2] - The first phase of the Vietnam Yuehai factory, with an annual production capacity of 100,000 tons of high-end aquatic feed, is scheduled to be completed and put into operation in the third quarter [2] Group 2 - After the projects are operational, the company plans to scientifically schedule capacity release based on regional market demand, channel layout, and customer feedback to ensure product capacity aligns with market needs [2]

Group 1 - The company has made progress in its acquisition efforts, having obtained the initial drafts of audit, evaluation, and legal due diligence for the Tian Shi project, and is actively negotiating with relevant parties regarding equity cooperation details [1] - The company expects to produce 100,000 tons of aquatic feed in Anhui by the second half of 2025, with trial production successfully completed in August [1] - The first phase of the Vietnam Yuehai factory, which will also produce 100,000 tons of high-end aquatic feed annually, is scheduled to be completed and operational in the third quarter [1] Group 2 - The company plans to strategically release production capacity based on regional market demand, channel layout, and customer feedback to ensure alignment between product capacity and market needs [1]

Company Overview - Haida Group's stock price decreased by 2.12% on August 27, closing at 61.01 CNY per share, with a total market capitalization of 101.5 billion CNY [1] - The company specializes in the research, production, and sales of aquatic premixes, aquatic compound feed, and livestock and poultry compound feed, with feed sales accounting for 80.13% of its revenue [1] Financial Performance - For the first half of 2025, Haida Group reported a revenue of 58.83 billion CNY, representing a year-on-year growth of 12.50%, and a net profit attributable to shareholders of 2.639 billion CNY, up 24.16% year-on-year [2] - The company has distributed a total of 7.267 billion CNY in dividends since its A-share listing, with 3.406 billion CNY distributed in the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 2.49% to 21,500, with an average of 77,222 circulating shares per shareholder, a decrease of 2.43% [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 62.855 million shares, and Invesco Great Wall New Growth Mixed Fund, holding 31.90 million shares, both showing changes in their holdings compared to the previous period [3]

Summary of Haida Group Conference Call Company Overview - Haida Group maintains a leading position in the agricultural sector through continuous R&D investment, particularly in the construction of a database for aquatic animal nutrition needs, with R&D expenditure averaging 26% of profits [2][3] Industry Performance - Haida Group has held the top domestic sales position in aquatic premix feed for 21 consecutive years, with compound growth rates for aquatic compound feed and poultry feed at 19% and 20% respectively, while pig feed has a remarkable compound growth rate of 31%, ranking among the industry leaders [2][8] Cost Management - The company effectively controls costs through futures tools for key feed raw materials like corn and soybean meal, resulting in feed costs that are 3.9% lower than the industry average, establishing a foundation for high-cost performance products [2][15] Comprehensive Services - Haida Group enhances user stickiness by providing a full range of services including seedling supply, breeding model technology, and disease prevention, ensuring that farmers achieve excess profits [2][16] Market Trends - The compound growth rate for specialty aquatic products such as bass and mandarin fish significantly exceeds that of ordinary aquatic products, with a higher acceptance of high-quality aquatic feed as consumer preferences shift [2][20] Future Price Expectations - Starting from May 2024, prices for major species like grass carp and California bass are expected to rise, driven by reduced seedling supply and a stabilizing consumer demand, which will boost the demand for specialty aquatic product feed [5][23] International Expansion - Haida Group's overseas business has grown rapidly, with revenue increasing from 300 million yuan in 2012 to 14.3 billion yuan in 2024, achieving a compound annual growth rate of 38%, outpacing the domestic growth rate of approximately 19% [5][25] R&D Investment - The company has built a three-tier R&D system focusing on industry-wide basic research, market-oriented cost reduction, and practical solutions for end farmers, with 90% of R&D resources allocated to the latter two tiers [12][13] Competitive Landscape - The company’s management structure is flat, with a significant number of vice presidents, and it has implemented a comprehensive employee training and incentive system, including stock options since 2011, which enhances employee motivation and supports sustained growth [17] Future Directions - Haida Group plans to consolidate its domestic market advantages while actively expanding into international markets, replicating its successful competitive model and extending its reach into upstream and downstream sectors, including animal health and breeding [10] Profitability Forecast - The company is projected to achieve a profit of approximately 5 billion yuan in 2025, increasing to about 5.9 billion yuan in 2026, supported by steady market share growth and accelerated international expansion [26][27]

Group 1 - The company held its fourth board meeting on August 5, 2025, with all seven directors present, including independent directors participating via remote voting [2][3][4] - The board approved a proposal to postpone certain fundraising projects, ensuring that the implementation subject, investment scale, and fundraising purposes remain unchanged [5][7][27] - The decision to postpone is based on a careful assessment of the actual situation of the fundraising projects and will not adversely affect the company's normal operations [26][28][29] Group 2 - The company raised a total of 538 million yuan from its initial public offering, with a net amount of approximately 480 million yuan after deducting issuance costs [21][22] - The postponement of the "Research and Innovation Center Project" is due to adjustments in the original land planning, which has delayed the project's implementation [24][25] - The company is actively seeking suitable land for the project and will continue to monitor the progress of fundraising investment projects to ensure timely completion [26][27]

第一创业证券承销保荐有限责任公司 关于广东粤海饲料集团股份有限公司部分募投项目延期 的核查意见 第一创业证券承销保荐有限责任公司（以下简称"一创投行"或"保荐机构"） 作为广东粤海饲料集团股份有限公司（以下简称"粤海饲料"或"公司"）首次 公开发行股票并上市及持续督导的保荐机构，根据《证券发行上市保荐业务管理 办法》、 《深圳证券交易所股票上市规则》、 《深圳证券交易所上市公司自律监管指 引第 1 号——主板上市公司规范运作》、《上市公司募集资金监管规则》等有关 规定，对粤海饲料部分募投项目延期的事项进行了核查，核查情况如下： 一、募集资金基本情况 （一）募集资金到位情况 经中国证券监督管理委员会《关于核准广东粤海饲料集团股份有限公司首次 公开发行股票的批复》 （证监许可〔2022〕110 号）核准，并经深圳证券交易所同 意，广东粤海饲料集团股份有限公司向社会公众公开发行人民币普通股（A 股） 发行费用 5,792.05 万元（含增值税）后，实际募集资金净额为 48,007.95 万元。 上述募集资金已全部到位，天职国际会计师事务所（特殊普通合伙）对募集 资金到账情况进行了审验，并于 2022 年 2 月 9 ...