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冠农股份: 新疆冠农股份有限公司2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-26 16:24
对于现金结算的股份支付,在可行权日之后,应付职工薪酬的公允价值变动产 生的损益 采用公允价值模式进行后续计量的投资性房地产公允价值变动产生的损益 交易价格显失公允的交易产生的收益 与公司正常经营业务无关的或有事项产生的损益 受托经营取得的托管费收入 除上述各项之外的其他营业外收入和支出 5,648,023.86 其他符合非经常性损益定义的损益项目 减:所得税影响额 3,190,255.33 少数股东权益影响额(税后) -4,102,449.12 合计 12,648,155.77 对公司将《公开发行证券的公司信息披露解释性公告第 1 号——非经常性损益》未列举的项目认 定为非经常性损益项目且金额重大的,以及将《公开发行证券的公司信息披露解释性公告第 1 号 新疆冠农股份有限公司2025 年半年度报告 ——非经常性损益》中列举的非经常性损益项目界定为经常性损益的项目,应说明原因。 √适用 □不适用 单位:元 币种:人民币 项目 涉及金额 原因 政府补助 7,834,798.94 与公司正常经营业务密切相关、符合国家政策规定、按照确定的标准 财政贴息 6,293,300.00 享有、对公司损益产生持续影响的政府补助 ...
果飘香、鱼满仓、特色作物收获忙 绿水青山间奏响“丰收乐章”
Yang Shi Wang· 2025-08-26 01:53
央视网消息:过了处暑节气,距离大面积秋收越来越近,因气候和作物种类的不同,一些地方的种植户已经在这两天率先享受到了收获的 喜悦。 眼下,黑龙江各地鲜食玉米进入丰收旺季,在齐齐哈尔市依安县,2.4万亩鲜食玉米进入收获季,当地采用机械收割加快抢收,预计9月中 旬可完成全部收获。今年,这里采用大垄密植栽培技术,可以提高产量。秸秆做成青储饲料,推动种养循环。 黑龙江省齐齐哈尔市依安县先锋乡集福村党支部书记赵忠国称:"引进甜糯玉米新品种,实行订单种植,亩产达1.5吨,比传统种植增加效 益60%。从种植到采收全程机械化,每亩增收超460元。" 在湖北孝昌,花生迎来丰收旺季。田间地头机器轰鸣,一串串饱满的花生果带着泥土清香破土而出,花生摘果机将饱满果荚与秸秆快速分 离,拖拉机穿梭运送,采收过程高效有序。 湖北省孝昌县邹岗镇种植大户杨仙华称:"你看这花生,还是挺饱满的。每亩地产600—700斤,每亩地卖2000多元,还是不错的。" 这两天,新疆沙湾市1.83万亩加工番茄陆续进入采收季。番茄采收机轰鸣着在田间行进,一次性完成采摘、果秧分离、装车等多个流程, 随后被运往加工厂,制成番茄酱、番茄丁等产品,销往全国各地。 加工番茄种 ...
“订单种植+机械化采收”模式保障销路、提升效率 助农增收“钱”景好
Yang Shi Wang· 2025-08-25 07:43
加工番茄种植户谭立文称:"今年我种植番茄900亩,亩产可以达到9吨。全部都是订单种植,从前期的育苗、栽苗到中间的技术指导,到 后期的采收,全程有酱厂专业的工作人员到现场来支持、来配合。" 订单种植采用"先签协议后种植"的方式,不仅为农户提供标准化生产服务,还通过保底价格机制保障了销售渠道和收益的稳定,有效保护 了农户利益。 央视网消息:这两天,新疆沙湾市1.83万亩加工番茄陆续进入采收季。"订单种植+机械化采收"的模式,不仅大幅提升了作业效率,还有 效保障了产品的销路。 在新疆沙湾市的加工番茄种植基地,番茄采收机轰鸣着在田间行进,一次性完成采摘、果秧分离、装车等多个流程。收获的番茄随后被运 往加工厂,制成番茄酱、番茄丁等产品,销往全国各地。 据了解,今年沙湾市1.83万亩加工番茄全部实现订单化种植,整体采收工作预计持续至9月中旬。 ...
中基健康产业股份有限公司关于为全资子公司及其下属控股公司向玛纳斯农商行贷款展期继续提供担保的公告
证券代码:000972 证券简称:*ST中基 公告编号:2025-066号 中基健康产业股份有限公司 关于为全资子公司及其下属控股公司 向玛纳斯农商行贷款展期继续提供担保的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、误导性陈述或者重大遗 漏。 一、展期及担保情况 中基健康产业股份有限公司(以下简称"公司")全资子公司新疆中基红色番茄产业有限公司(以下简 称"红色番茄")下属控股公司五家渠中基天兴番茄制品有限责任公司(以下简称"中基天兴")因业务需 要,于2024年向新疆玛纳斯农村商业银行股份有限公司(以下简称"玛纳斯农商行")申请番茄原料收购 借款人民币9,500.00万元(大写:玖仟伍佰万元整),实际合同签订金额6,500万元(大写:陆仟伍佰万 元整),借款期限12个月,借款利率为年利率4.8%,公司为其提供了全额连带责任保证担保(详见于 公司2024年8月9日披露的2024-060号公告),截至目前,借款余额为5,850万元(大写:伍仟捌佰伍拾 万元);红色番茄下属分公司新疆中基红色番茄产业有限公司天益分公司(以下简称"天益分公司")因 业务需要,于2024年向玛纳斯农商行申 ...
伯克希尔一笔投资巨亏50亿美元!帮主郑重:巴菲特踩雷记!50亿学费买来的三个教训
Sou Hu Cai Jing· 2025-08-02 16:15
Group 1: Core Issues with Kraft Heinz - Kraft Heinz has seen a decline in sales, with North American sales dropping for three consecutive years, including a 3.4% decrease in Q2 this year, attributed to outdated products that fail to appeal to younger consumers [3][4] - Internal management conflicts have led to significant operational issues, including drastic cost-cutting measures that have harmed research and development, resulting in a lack of innovation compared to competitors [3][4] - The company is burdened by a substantial debt of $18 billion from a previous leveraged buyout, with annual interest payments consuming $1 billion of profits, severely limiting cash flow and investment in growth [4] Group 2: Buffett's Lessons from the Investment - Buffett's experience with Kraft Heinz highlights the dangers of "control-type investments," where delegating management can lead to poor financial decisions and significant losses, as evidenced by a 60% drop in stock price [4] - The decision to write down $5 billion this year, following a $3 billion write-down in 2019, indicates a recognition of the investment's failure, with the current book value of the investment at $8.4 billion, suggesting a valuation of only 30% of the company's market value [4] - Buffett's withdrawal from the board signals a lack of confidence in the company's direction, serving as a warning to investors about the potential risks of companies with unstable governance [4] Group 3: Competitive Landscape in the Food Industry - Competitors like Mondelez International are gaining market share with innovative products, such as zero-sugar snacks, while Kraft Heinz's offerings are perceived as outdated and unhealthy [5] - Private label products from retailers like Walmart are undercutting Kraft Heinz's pricing, appealing to budget-conscious consumers amid rising inflation [5] - The rise of social media-driven food trends is shifting consumer purchasing behavior away from traditional grocery stores, further challenging Kraft Heinz's market position [5]
“番茄大战”再度上演!美国人还能实现“番茄自由”吗?
第一财经· 2025-07-16 03:17
Core Viewpoint - The U.S. Department of Commerce announced a 17.09% anti-dumping duty on most imported tomatoes from Mexico, which is expected to significantly impact tomato trade between the two countries, despite being lower than the previously threatened 21% tariff [1][9]. Group 1: Impact on U.S. Tomato Market - The profit margin for U.S. fresh tomato traders typically ranges from 10% to 20%, making the 17% tariff a substantial cost that could severely compress profit margins, especially for small to medium-sized traders [1][2]. - The U.S. fresh tomato market is heavily reliant on imports, with 72% of the total supply in 2024 coming from imports, 90% of which is sourced from Mexico [5][6]. - The average per capita consumption of fresh tomatoes in the U.S. is 20.3 pounds (approximately 9.2 kg) in 2023, indicating a strong demand for tomatoes [5]. Group 2: Supply Chain and Pricing Effects - Due to geographical and cost advantages, Mexico can grow tomatoes year-round, while U.S. production is limited by factors such as land costs and extreme weather [6]. - The new tariffs are likely to lead to a supply shortage in the U.S. fresh tomato market, resulting in increased consumer prices [2][10]. - Estimates suggest that tomato prices in the U.S. could rise by approximately 10%, with demand potentially decreasing by 5% as a result of the tariffs [13]. Group 3: Reactions and Economic Implications - Various business groups, including the National Restaurant Association, have expressed concerns that terminating the tomato suspension agreement could have widespread economic impacts across agriculture, warehousing, logistics, and the food service industry [11][12]. - The Mexican tomato imports contribute to approximately 50,000 jobs in the U.S. and generate an economic benefit of $8.3 billion, including indirect effects [12]. - Some large food companies are opting to use domestically sourced tomatoes to avoid tariff pressures, while smaller businesses are facing greater challenges due to potential price increases [14][15]. Group 4: Potential Retaliation from Mexico - The Mexican government has strongly opposed the U.S. tariffs, labeling them as politically motivated and unfair, and has indicated a willingness to seek diplomatic solutions [16][20]. - Historical context shows that Mexico has previously implemented countermeasures against U.S. agricultural products, such as corn and pork, which could be revisited in response to the new tariffs [17][18].
卡夫亨氏短线拉升,盘中涨超3.7%
news flash· 2025-07-11 17:58
Group 1 - Kraft Heinz is considering a significant divestiture, potentially completing it within weeks [1] - The company is looking to spin off most of its grocery business [1] - The valuation of the new Kraft entity post-split could reach up to $20 billion [1] Group 2 - The restructured Heinz company may include brands such as ketchup [1]
鲍威尔坚持不降息,特朗普发令要解雇他!自己惹的祸,美债快崩了
Sou Hu Cai Jing· 2025-06-26 07:42
Group 1: Economic Conflict and Policy Divergence - The conflict between President Trump and Fed Chair Powell has become a global focus, highlighting structural economic contradictions in the U.S. [1] - Trump's threats to fire Powell stem from disagreements over monetary policy, particularly regarding interest rate cuts amid inflation concerns [1][8] - The outcome of this conflict could significantly impact the future of the U.S. dollar's dominance [1] Group 2: Inflation and Monetary Policy - The Biden administration's fiscal stimulus exceeding $7 trillion and the Fed's zero interest rates have led to a surge in the money supply (M2) from $15 trillion to $23 trillion, resulting in a 9.1% inflation rate in 2023, the highest in 40 years [3] - Despite aggressive rate hikes to 5.25%-5.5%, inflation expectations remain entrenched, with one-year inflation expectations at 6.7% as of April 2025 [5][3] Group 3: Historical Context and Fed Independence - Powell's reluctance to cut rates is influenced by historical lessons from the 1970s, where political pressures led to unchecked inflation, resulting in a 13.3% inflation rate and over 10% unemployment [5][7] - The independence of the Fed is crucial for controlling inflation, and Powell has indicated he would legally defend this principle against political threats [8][7] Group 4: Tariff Policies and Economic Impact - Trump's tariff policies have raised average import tax rates from 2.6% to 19.3%, significantly increasing consumer prices, with average household expenses rising by $2,300 annually [10][12] - The tariffs have led to a decline in U.S. manufacturing, with companies like GM and Tesla facing layoffs and project halts due to increased costs [12][10] Group 5: Debt and Economic Structure - U.S. government debt is projected to exceed $40 trillion by 2025, with annual interest payments reaching $1.6 trillion, creating a "Ponzi scheme" scenario [17] - The manufacturing sector's contribution to GDP has decreased to 10.8%, while low-end service jobs dominate, indicating a disconnect between Wall Street and Main Street [19][17] Group 6: Global Implications and Dollar Dominance - Trump's policies have accelerated the decline of dollar hegemony, with global central banks selling $215 billion in U.S. debt in Q1 2025 and increasing the share of the yuan in international reserves to 6.8% [19] - The potential collapse of dollar credibility could lead to a spike in government bond yields, triggering a global financial crisis [19][21] Group 7: Conclusion on Economic Future - The ongoing struggle between Trump and Powell reflects the impending collapse of the U.S. economic model, with both monetary policy and fiscal strategies failing to address underlying issues [21] - Regardless of the outcome, the fractures in the dollar system are evident, with potential severe consequences for the U.S. economy [21]
红番茄“长”出亿元产业链 ——笑厨公司锻造核心竞争力
Jing Ji Ri Bao· 2025-06-23 22:09
Core Insights - Xinjiang Xiaochu Food Co., Ltd. has transformed from a seasoning manufacturer to a national high-tech enterprise focusing on tomato products, achieving a 28% year-on-year sales growth from January to May this year [1] - The company aims to reach a sales target of 200 million yuan for tomato products in 2024 [1] Group 1: Business Development - The company has established new production lines for tomato sauce and beverages, with a daily output of approximately 260 tons for tomato sauce and 180 tons for tomato beverages [2] - It has invested in a new subsidiary, Xinjiang XinQie Food Co., Ltd., to create a tomato industry cluster project, with an annual production capacity of 200,000 tons of various tomato products [2] - The company has implemented AI sorting technology to enhance efficiency and quality, reducing processing waste by 30% and production costs by 10% [2][3] Group 2: Research and Innovation - The company allocates about 3% of its annual revenue to R&D, developing new products such as tomato hot pot base and organic tomato juice [3] - It has expanded its product range to over 460 varieties, focusing on organic and healthy options in response to consumer demand [3] Group 3: Supply Chain Management - The company has secured over 20,000 acres and 200,000 tons of raw material planting orders to ensure stable supply and quality control [4] - It employs a digital system for real-time monitoring of raw material collection, reducing the time from harvest to processing by approximately 35% [5] Group 4: Sales and Marketing - The company has significantly increased its online presence, with over 1,000 online stores and a threefold increase in e-commerce sales last year, accounting for 80% of tomato product sales [7][8] - It has established a cross-border e-commerce team to cater to international markets, adapting products based on customer preferences [8]
番茄酱≠番茄,一同销售可以免征增值税吗?
蓝色柳林财税室· 2025-06-23 13:13
Group 1 - The article discusses the tax implications of classifying tomatoes and tomato sauce, emphasizing that tomatoes are considered vegetables and are exempt from value-added tax, while tomato sauce, being a processed vegetable product, is not exempt and must be accounted for separately [3][5][7] - It highlights the importance of proper invoicing practices, stating that businesses must issue separate invoices for different classifications of products to comply with tax regulations [3][5][7]