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 ...