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圣农发展股价微跌0.58%,2025年中报预增引关注
Jin Rong Jie· 2025-08-25 20:20
圣农发展8月25日收盘报17.26元,较前一交易日下跌0.10元,跌幅0.58%。当日成交量为18.52万手,成 交金额达3.19亿元。该股开盘报17.36元,盘中最高触及17.38元,最低下探至17.03元,振幅2.02%。 圣农发展主营业务为肉鸡饲养、屠宰加工及销售,是集饲料加工、种鸡养殖、种蛋孵化、肉鸡饲养、屠 宰加工、食品深加工、产品销售于一体的全产业链企业。公司产品主要包括生鲜鸡肉及深加工肉制品两 大类。 根据公开信息,圣农发展入选2025年中报预增概念股。公司所属行业板块包括农牧饲渔、福建板块等, 同时涉及预制菜概念、社区团购等市场热点领域。 资金流向方面,8月25日主力资金净流出2393.57万元,占流通市值比例为0.11%。近五个交易日累计净 流出5087.20万元,占流通市值比例为0.24%。 风险提示:以上内容仅供参考,不构成任何投资建议。市场有风险,投资需谨慎。 ...
国海证券晨会纪要-20250825
Guohai Securities· 2025-08-25 01:02
2025 年 08 月 25 日 晨会纪要 研究所: 证券分析师: 余春生 S0350513090001 yucs@ghzq.com.cn [Table_Title] 晨会纪要 ——2025 年第 147 期 观点精粹: 最新报告摘要 Q2 毛利率创新高,Q4 有望开启"一车双能"周期--小鹏汽车-W/乘用车(09868/212805) 点评报告(港股美股) 风险偏好提升,两融明显提速--资产配置报告 主营业务稳步发展,控股合并完善供应链条--圣农发展/养殖业(002299/211107) 公司点评 业绩同比高增,养殖成本持续优化--牧原股份/养殖业(002714/211107) 公司点评 魔芋延续高景气,Q2 毛销差同比增速转正--盐津铺子/休闲食品(002847/213408) 公司点评 下游需求持续回暖,2025 上半年公司归母净利润同比增加--国瓷材料/电子化学品Ⅱ(300285/212706) 公司点 评 Q2 归母净利润同比大增,两机订单保障持续增长动力--应流股份/通用设备(603308/216401) 公司动态研究 高端材料快速放量,上半年业绩同比高增--圣泉集团/塑料(605589/2122 ...
圣农发展(002299):主营业务稳步发展 控股合并完善供应链条
Xin Lang Cai Jing· 2025-08-23 00:35
2025 年8 月18 日,圣农发展发布2025 年半年报:2025 年H1 公司实现营收88.56 亿元( 同比+0.22% ) ,归母净利润9.10 亿元( 同比+791.93%),扣非归母净利润3.76 亿元(同比+305.44%)。其中Q2实现 营收47.42 亿元(同比+2.59%),归母净利润7.63 亿元(同比+365.12%)。 投资要点: 成本下降原因主要系公司自有种源"901+"性能提升以及内部使用占比逐步提升,同时公司持续推行精细 化管理,各环节生产效率不断提升。 完成对太阳谷控股合并,供应链进一步完善。公司完成对太阳谷的控股合并,通过前期的产业赋能与精 益化管理导入,太阳谷自身经营效率获显著提升,已为公司带来可观收益。本次合并后,公司将充分发 挥种源自主可控与全产业链布局的协同优势,加速对太阳谷的深度整合与技术、管理赋能,进一步挖掘 其盈利潜力,为公司未来业绩持续增长注入新动能。 盈利预测和投资评级公司食品业务BC 端齐头并进,我们预计2025-2027 年公司营业收入为 200.28/231.06/257.06 亿元,归母净利润为13.97/15.83/19.34 亿元,对应PE 分 ...
圣农发展(002299):主营业务稳步发展,控股合并完善供应链条
Guohai Securities· 2025-08-22 09:03
2025 年 08 月 22 日 公司研究 评级:买入(维持) 研究所: 证券分析师: 程一胜 S0350521070001 chengys01@ghzq.com.cn 证券分析师: 王思言 S0350524010001 wangsy02@ghzq.com.cn [Table_Title] 主营业务稳步发展,控股合并完善供应链条 ——圣农发展(002299)2025 半年报点评报告 最近一年走势 | 相对沪深 300 表现 | | | 2025/08/21 | | --- | --- | --- | --- | | 表现 | 1M | 3M | 12M | | 圣农发展 | 8.2% | 11.5% | 49.4% | | 沪深 300 | 5.0% | 9.5% | 29.1% | | 市场数据 | | | 2025/08/21 | | 当前价格(元) | | | 17.38 | | 52 周价格区间(元) | | | 10.49-17.98 | | 总市值(百万) | | | 21,610.30 | | 流通市值(百万) | | | 21,609.11 | | 总股本(万股) | | | 124,340. ...
国泰海通晨报-20250821
Haitong Securities· 2025-08-21 03:42
Group 1: Macroeconomic Overview - National general public budget revenue increased by 0.1% year-on-year in the first seven months of 2025, with a notable increase of 2.6% in July, marking the highest monthly growth of the year [3] - National general public budget expenditure grew by 3.4% year-on-year in the same period, with significant contributions from health and social security sectors [3] - Government fund budget revenue decreased by 0.7% year-on-year, indicating ongoing impacts from the real estate market adjustments [4] Group 2: Anfu Technology - Anfu Technology is expected to acquire a 43% stake in Nanfu Battery by 2026, significantly enhancing its earnings [8] - The restructuring strategy aims to deepen control over Nanfu Battery, with projected net profit of no less than 914 million yuan for 2025 [9] - The alkaline battery market is projected to grow, driven by trends such as smart home adoption and outdoor activities, with global retail sales expected to exceed $12 billion by 2025 [9][10] Group 3: Lenovo Group - Lenovo Group reported a strong start to FY2026, with total revenue reaching $18.8 billion, a 22% year-on-year increase [11] - The company’s three main business segments showed robust growth, with the IDG segment achieving $13.5 billion in revenue, up 18% [12] - Lenovo's AI strategy is advancing, with significant developments in both personal and enterprise AI solutions [12][13] Group 4: Ruoyuchen - Ruoyuchen's revenue for H1 2025 exceeded expectations, driven by a 242% year-on-year increase in self-owned brand sales [14] - The company is expected to maintain high growth rates, with EPS projections of 0.81, 1.20, and 1.62 yuan for 2025-2027 [15] - The self-owned brand "Zhanjia" has shown strong performance, contributing significantly to overall revenue growth [16] Group 5: Nuo Pin - Nuo Pin is positioned as a leader in high-end blueberry production, with a target EPS of 0.86, 1.26, and 1.56 yuan for 2025-2027 [18] - The company benefits from high barriers to entry in blueberry cultivation, leveraging unique climatic conditions in Yunnan [19] - Nuo Pin's sales channels are expanding, with a significant increase in fresh food revenue from 1 billion to 2.14 billion yuan from 2021 to 2024 [20]
圣农发展(002299): 25 年中报点评:产业链优势强化,投资收益带动业绩高增
资料来源:Wind,国泰海通证券研究 产业链优势强化,投资收益带动业绩高增 圣农发展(002299) ——圣农发展 25 年中报点评 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 林逸丹(分析师) | 021-38038436 | linyidan@gtht.com | S0880524090001 | | 王艳君(分析师) | 021-38674633 | wangyanjun2@gtht.com | S0880520100002 | | 巩健(分析师) | 021-23185702 | gongjian@gtht.com | S0880525040051 | | 蔡子慕(分析师) | 021-23183965 | caizimu@gtht.com | S0880525070015 | 本报告导读: 圣农发展 25 年中报披露,产品销量继续提升,养殖成本继续下降,肉制品市场份额 逆势扩大。公司能力持续提高,随着行业价格触底反弹,公司业绩有望改善。 投资要点: | [Table_Finance] 财务摘要(百万元) | 2 ...
圣农发展(002299):公司信息更新报告:生产效率持续提升,并表太阳谷增厚利润
KAIYUAN SECURITIES· 2025-08-20 02:03
Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company has shown continuous improvement in production efficiency, with significant profit growth attributed to investment income, particularly from the consolidation of Sun Valley, which contributed approximately 5.4-5.5 billion yuan [1][4] - The revenue for the first half of 2025 reached 8.856 billion yuan, a year-on-year increase of 0.22%, while the net profit attributable to the parent company surged by 791.93% to 910 million yuan [1][4] - The company has adjusted its profit forecast upwards, expecting net profits of 1.338 billion yuan, 1.572 billion yuan, and 1.750 billion yuan for 2025, 2026, and 2027 respectively [1][4] Financial Performance - In H1 2025, domestic business revenue was 8.012 billion yuan, up 1.29% year-on-year, with a gross margin of 11.85%, an increase of 2.29 percentage points [5] - The overseas business, particularly in the Russian market, saw revenue of 354 million yuan, a year-on-year increase of 26.71% [5] - The poultry breeding and processing segment reported revenue of 4.674 billion yuan, down 8.17% year-on-year, but the sales volume of chicken meat increased by 2.50% to 660,900 tons [6] - The food processing segment experienced a revenue increase of 19.10% to 3.693 billion yuan, with processed meat product sales rising by 13.21% [7] Earnings Forecast and Valuation - The earnings per share (EPS) for 2025 is projected at 1.08 yuan, with corresponding price-to-earnings (P/E) ratios of 15.9, 13.5, and 12.2 for 2025, 2026, and 2027 respectively [1][8] - The company’s total revenue is expected to grow from 18.487 billion yuan in 2023 to 21.873 billion yuan in 2027, reflecting a compound annual growth rate [8][10] - The net profit attributable to the parent company is forecasted to increase from 664 million yuan in 2023 to 1.750 billion yuan in 2027, indicating strong growth potential [8][10]
最新!A股,利好来袭!
券商中国· 2025-08-17 23:40
Core Viewpoint - A-share listed companies are experiencing a significant increase in performance, particularly in the manufacturing and technology sectors, as evidenced by the recent half-year reports [2][8]. Group 1: Performance Highlights - As of the report date, 525 A-share companies have disclosed their half-year results, with over 380 companies showing year-on-year growth in net profit, and 88 companies reporting an increase exceeding 100% [1]. - Notable companies include: - Shengnong Development reported a net profit of 910 million yuan, a year-on-year increase of 791.93% [4]. - Xiaoming Co. achieved a net profit of 185 million yuan, up 733.34% year-on-year [4]. - Guoli Microelectronics reported a net profit of 15.68 million yuan, a growth of 518.42% [5]. - Sifang Optoelectronics posted a net profit of 84.12 million yuan, increasing by 103.41% [5]. - Huayou Cobalt achieved a net profit of 2.711 billion yuan, a year-on-year increase of 62.26% [6]. Group 2: Sector Analysis - The overall performance of A-share companies is exceeding expectations, particularly in the manufacturing and technology sectors, which are showing strong profitability resilience [2][8]. - Analysts suggest that the upcoming half-year reports will reveal more details, with expectations of continued growth in company performance due to macroeconomic recovery and capital market reforms [9]. Group 3: Investment Recommendations - Investment strategies should focus on three main lines: 1. Industries with strong trends, such as AI and innovative pharmaceuticals [9]. 2. Sectors driven by performance and valuation matching, including communications, electronics, and gaming [9]. 3. Themes related to "anti-involution," particularly in the new energy sector [9]. - Future investment opportunities may also arise from sectors with structural policy support and those showing signs of valuation recovery, such as real estate [10].
圣农发展:上半年实现归母净利润9.1亿元,同比增长791.93%
Bei Jing Shang Bao· 2025-08-17 10:59
北京商报讯(记者 郭秀娟 实习记者 王悦彤) 8月17日,圣农发展发布2025年半年报,报告期内,公司 实现营业收入88.56亿元,同比增长0.22%;归母净利润9.1亿元,同比增长791.93%。且在报告期内公司 产量、销量均实现增长,鸡肉生食销售量66.09万吨,深加工肉制品产品销售量17.45万吨,分别同比增 长2.50%、13.21%。 ...
产销双增长,圣农发展上半年归母净利润增长791.93%至9.1亿元
Zhi Tong Cai Jing· 2025-08-17 09:39
Core Insights - The company reported a revenue of 8.856 billion yuan for the first half of 2025, reflecting a year-on-year growth of 0.22% [1] - The net profit attributable to shareholders reached 910 million yuan, showing a significant year-on-year increase of 791.93% [1] - The net profit after deducting non-recurring gains and losses was 376 million yuan, marking a year-on-year growth of 305.44% [1] - Basic earnings per share were reported at 0.7382 yuan [1] Production and Sales Performance - The company achieved growth in both production and sales during the reporting period [1] - The sales volume of raw chicken reached 660,900 tons, which is an increase of 2.50% compared to the first half of 2024 [1] - The sales volume of processed meat products was 174,500 tons, reflecting a growth of 13.21% year-on-year [1]