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]

海大集团 20250821 摘要 海大集团通过持续研发投入，尤其是在水产养殖动物营养需求数据库方 面的建设，保持了在农业板块的领先地位，研发投入占利润比重均值约 为 26%。 海大集团在水产预混料领域连续 21 年保持国内销量第一，水产配合饲 料和禽类饲料的复合增速分别达到 19%和 20%，猪类饲料复合增速更 是高达 31%，位居行业前列。 海大集团通过期货工具对玉米、豆粕等主要饲料原材料进行套期保值， 有效控制了成本，使得其饲料成本比行业平均低 3.9%，奠定了高性价 比产品的基础。 公司提供包括种苗、养殖模式技术、疫病防控等全流程服务，增强用户 粘性，确保养殖户实现超额利润，并依托卓越的原材料采购能力与研发 能力，进一步确保用户成功并获取超额收益。 特种水产品如鲈鱼、桂鱼等年复合增速显著高于普通水产品，且对高质 量水产料接受程度更高，随着消费结构升级，特种水产品占比提升，带 动了水产料渗透率的提升。 Q&A 海大集团的核心竞争力是什么？ 海大集团的核心竞争力在于其高性价比的产品和全流程服务体系。公司通过扁 平化管理和有效激励机制，持续打造竞争壁垒，支撑其快速增长。此外，公司 重视研发投入，从 2008 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001313 证券简称：粤海饲料公告编号：2025-056 广东粤海饲料集团股份有限公司 第四届董事会第三次会议决议公告 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、董事会会议召开情况 （一）会议通知的时间及方式：广东粤海饲料集团股份有限公司（以下简称"公司"）于2025年8月2日以 邮件方式发出本次会议通知。 （二）会议召开的时间、地点及方式：2025年8月5日，在公司二楼会议室，以现场结合通讯表决的方式 召开公司第四届董事会第三次会议。 （三）本次会议通知会议应到董事7名，实到董事7名，其中独立董事张程女士、李学尧先生、胡超群先 生以通讯表决的方式参会。 （四）本次会议由董事长郑石轩先生主持，公司全体监事及部分高级管理人员列席会议。 （五）本次会议的召开符合法律法规及《公司章程》的规定，会议决议合法、有效。 二、董事会会议审议情况 （一）审议《关于部分募投项目延期的议案》 本次部分募投项目延期，是公司根据募投项目实际情况做出的审慎决定，未改变募投项目的实施主体、 投资规模及募集资金用途，项 ...

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 ...

Core Viewpoint - The company, Yuehai Feed, reported a significant decline in revenue and net profit for the fiscal year 2024, indicating financial challenges despite a slight increase in cash flow from operating activities [1][2]. Financial Performance Summary - **Revenue**: In 2024, the company achieved a revenue of 5.912 billion yuan, a decrease of 13.98% compared to 6.872 billion yuan in 2023 [2][3]. - **Net Profit**: The net profit attributable to shareholders was -85.392 million yuan in 2024, a decline of 307.55% from 41.143 million yuan in the previous year [2][3]. - **Net Profit Excluding Non-Recurring Items**: The net profit after excluding non-recurring items was -103.293 million yuan, down 539.35% from 23.511 million yuan in 2023 [2][3]. - **Operating Cash Flow**: The net cash flow from operating activities was 5.194 billion yuan, an increase of 8.47% from 4.788 billion yuan in 2023 [1][2]. Earnings Per Share and Return on Equity - **Earnings Per Share**: Basic and diluted earnings per share were both -0.12 yuan in 2024, a decrease of 300% from 0.06 yuan in 2023 [2][3]. - **Return on Equity**: The weighted average return on equity was -3.25% in 2024, down 4.74% from 1.49% in the previous year [2][3]. Asset and Equity Position - **Total Assets**: As of the end of 2024, total assets amounted to 4.790 billion yuan, a 3.33% increase from 4.635 billion yuan at the end of 2023 [2][3]. - **Shareholder Equity**: The equity attributable to shareholders was 2.577 billion yuan at the end of 2024, a decrease of 5.60% from 2.730 billion yuan in 2023 [2][3]. Recent Quarterly Performance - **Q1 2025 Revenue**: In the first quarter of 2025, the company reported a revenue of 933 million yuan, a year-on-year increase of 9.58% [3][4]. - **Q1 2025 Net Profit**: The net profit attributable to shareholders was -24.669 million yuan, an improvement from -56.160 million yuan in the same period last year [3][4]. - **Q1 2025 Operating Cash Flow**: The net cash flow from operating activities was -47.484 million yuan, slightly worse than -47.382 million yuan in Q1 2024 [3][4].