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益生股份20250826
2025-08-26 15:02
益生股份 20250826 摘要 益生股份 2025 年上半年总盈利约 600 万元,其中父母代种鸡盈利 4,000 万元,种猪盈利 4,000 万元,但商品代鸡苗亏损 5,000 万元,合 资公司和农牧设备公司亏损 2000 万元,盈利与亏损业务并存。 受农忙、高温及学校放假等因素影响,商品代鸡苗价格 7 月中旬开始快 速上涨,公司报价 14.2 元/只,成本 2.6-2.7 元/只。中美贸易战及禽流 感也推高了翅中和爪的价格。 国内暂停从美国和新西兰进口种鸡后,益生股份积极从法国引种,今年 3-7 月已引进祖代鸡 13.2 万套,预计本月再引进 3 万套,占全国进口量 的近 60%。但今年 1-7 月全国引种量同比下降 30%以上。 当前父母代报价 50 多元/套,商品代鸡苗报价 4.2 元/只,父母代报价预 计与本月持平,商品代鸡苗价格每日调整。公司 817 品系获得新品系认 定,更适合小规格饲养,与 909 品系形成差异化布局。 公司种猪业务快速扩张,2024 年销量达 3 万头,2025 年上半年已销售 近 4 万头,预计全年销量超 10 万头,2026 年目标为 20 万头。目前种 猪产能利用率高 ...
华统股份上半年净利润扭亏为盈 经营现金流净额同比增长367.71%
资料显示,华统股份是立足浙江的生猪养殖和生猪屠宰一体化龙头。围绕生猪全产业链一体化布局,公 司主营业务涵盖饲料生产、畜禽养殖、畜禽屠宰、肉制品深加工全产业链条。全产业链布局,可以有效 平滑猪周期波动,增强抵抗猪周期的能力,减少市场波动对整体盈利的影响,对于企业的长期稳健发展 具有重要意义。 华统股份在半年报中表示,公司凭借全产业链布局的优势,当猪价下跌时,屠宰的利润会有所增加,可 以减轻养殖端的压力;当猪价上行时,屠宰量虽受一定影响,但仍能保持盈利,且养殖的利润可以增厚 公司业绩。此外,公司依靠自繁自养配套全产业链的生产模式,确保了生产的可控与稳定,有效实现疫 病防控,确保公司防疫体系的安全有效。(厉平) 华统股份收入及利润主要来源于生猪养殖、生猪屠宰两大业务板块,即生鲜猪肉以及对外种猪、仔猪销 售。2025年在公司猪场保持稳定运营的同时稳步推进公司加农户的轻资产扩展模式,公司2025年上半年 生猪销售量与上年同期基本持平。报告期内,公司共销售生猪127.12万头,其中仔猪3.31万头;公司共 计屠宰生猪250.25万头,屠宰及肉类加工业务实现营业收入41.42亿元。 8月26日晚,华统股份(002840.S ...
益生股份(002458) - 2025年8月26日投资者关系活动记录表
2025-08-26 11:56
投资者关系活动记录表 证券代码:002458 证券简称:益生股份 山东益生种畜禽股份有限公司 投资者关系活动记录表 编号:2025-07 持续在祖代种鸡场、父母代种鸡场开展禽白血病、鸡白痢、鸡滑液囊 支原体、鸡败血支原体的疫病净化工作,确保种源健康,产品质量得 到市场的高度认可。公司是中国首家白羽肉鸡国家级禽白血病净化 场、首批家禽疫病净化示范区建设企业、首批白羽肉鸡国家肉鸡良种 扩繁推广基地、国家重点研发计划项目示范种禽场、动物疫病净化创 建场。 公司在发展种鸡业务的同时,大力扩展种猪产业,公司的种猪产 量从 2023 年 10 月份开始逐步放量,2024 年销售种猪 3 万头,2025 年上半年销售种猪 3.85 万头,预计全年销售 10 万多头,种猪产能持 续放量。 未来公司将继续立足畜禽种业,为我国两大主要肉类的种源供应 贡献力量。 二、回答投资者的有关问题: 1、2025 年公司和全国祖代肉种鸡进口情况? 答:公司 2025 年 1-7 月祖代肉种鸡的进口量为 13.2 万套,全国 进口量约 23 万套,公司进口量占进口总量近 6 成比例。 2025 年 1-7 月,我国祖代肉种鸡的进口量和更新量( ...
光明肉业:子公司债务致资产减值,预计减少上半年归母净利润1.3亿元
Xin Lang Cai Jing· 2025-08-26 10:48
market光明肉业8月27日发布关于子公司河北众旺农牧科技有限公司债务事项的进展公告。河北众旺成 立于2017年10月,注册资本3亿元,主要从事生猪养殖、种猪生产及其技术开发推广服务,为光明肉业 下属控股子公司。光明肉业持有光明农牧科技有限公司51%股权,光明农牧持有河北众旺94%股权。 近日,河北众旺收到河北省临西县人民法院、邢台市中级人民法院民事判决书、调解书、执行裁定书等 材料,所涉债务情况详见公司8月22日披露的相关公告。 该债务事项致使河北众旺部分长期资产存在减值迹象。按照《企业会计准则》和相关会计政策,依据谨 慎性原则,公司将对其资产计提减值准备,预计这将减少公司上半年度归母净利润约1.3亿元。不过, 上述影响金额未经审计,准确数据将以会计师事务所年度审计确认后的结果为准。同时,本次债务事项 不会对公司的正常经营产生重大影响。 值得注意的是,本次减值计提事项尚需提交董事会审议,存在不确定性,投资者需注意投资风险。 点击查看公告原文>> 声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,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 ...
天康生物: 关于筹划收购新疆羌都畜牧科技有限公司控制权的提示性公告
Zheng Quan Zhi Xing· 2025-08-25 16:35
天康生物 四、根据《深圳证券交易所股票上市规则》《公司章程》等有关规定,本次 交易尚需提交公司董事会、股东会审议。本次交易尚需取得上级监管单位的审批。 有关本次交易涉及的后续事宜,公司将履行相应的决策和审批程序,并及时对外 披露。敬请广大投资者注意投资风险。 一、交易概述 天康生物 证券代码:002100 证券简称:天康生物 公告编号:2025-048 天康生物股份有限公司 关于筹划收购新疆羌都畜牧科技有限公司控制权 的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚假 记载、误导性陈述或者重大遗漏。 特别提示: 一、天康生物股份有限公司(以下简称"公司")与新疆七星羌都集团农牧 有限公司(以下简称"七星羌都集团")、新疆羌都畜牧科技有限公司(以下简 称"羌都畜牧"、"目标公司")签署《关于新疆羌都畜牧科技有限公司之股权 收购框架协议》(以下简称"《股权收购框架协议》"),拟以支付现金方式收 购羌都畜牧 51%股权(以下简称"本次交易")。本次交易完成后,公司预计将 实现对羌都畜牧控股。 二、本次公司签署的《股权收购框架协议》为意向性协议,为公司与目标公 司控股股东七星羌都集团一方 ...
惨烈!一上市猪企旗下猪场资产被查封抵债,涉及资金4255万元
Bei Jing Shang Bao· 2025-08-24 04:07
Core Viewpoint - The company Guangming Meat Industry announced that its subsidiary Hebei Zhongwang Agricultural Technology Co., Ltd. is involved in multiple debt lawsuits totaling 42.55 million yuan [1][2]. Group 1: Debt and Legal Issues - Hebei Zhongwang is required to pay 800,000 yuan to Xingtai Huicong Cleaning Service Co., Ltd. and has assets worth 2.97 million yuan seized [2] - The company owes 3.92 million yuan to Yancheng Dafeng District Qingquan Environmental Protection Equipment Co., Ltd., with assets worth 4.55 million yuan seized [2] - Hebei Zhongwang must pay 3.428 million yuan to Jiangsu Fengda Guorun Construction Group Co., Ltd., with assets worth 20.36 million yuan seized [2] - The total undisclosed litigation amount in the past 12 months is approximately 360 million yuan, accounting for 7.35% of the company's latest audited net assets [2] Group 2: Financial Performance - In Q1 2025, Guangming Meat Industry reported revenue of 6.154 billion yuan and a net profit of 166 million yuan [4] - The company underwent a restructuring in 2023, acquiring a 30% stake in Jiangsu Zhongwang and divesting from its subsidiary Huai'an Zhongwang [4] Group 3: Asset Liquidation - On May 9, 2025, the court announced the first auction of Hebei Zhongwang's assets, including various livestock facilities and equipment [5] - The auction is scheduled from May 25 to May 26, 2025, with a starting price of approximately 25.68 million yuan [6]
牧原股份再推员工持股 提速构建公司高质量发展体系
Core Viewpoint - The company, Muyuan Foods, has announced a new employee stock ownership plan for 2025, aimed at incentivizing up to 5,437 core operators, contributors, and key personnel, marking the seventh stock incentive initiative since its listing [1] Group 1: Employee Stock Ownership Plan - The 2025 employee stock ownership plan draft proposes to incentivize a total of up to 41.870091 million shares for no more than 2,19 core operators, 3,884 contributors, and 1,334 key personnel [1] - Since its listing, Muyuan Foods has implemented six stock incentive initiatives, covering a total of 12,121 individuals [1] Group 2: High-Quality Development Strategy - Muyuan Foods is focusing on a high-quality development system, emphasizing "talent first and strengthening innovation" as the main strategy, alongside "co-creation and sharing, and business expansion" as supporting strategies [1][2] - The company has launched a 6 billion yuan investment in a super breeding platform to enhance innovation in the breeding sector, alongside advancements in feed alternatives, disease prevention, new breeding models, and AI technology [2] Group 3: Shareholder Returns and Industry Connectivity - In 2024, Muyuan Foods adjusted its three-year shareholder dividend plan, increasing the dividend payout ratio from 20% to 40%, and implemented a quarterly dividend of 4.5 billion yuan [3] - The company has introduced preferential sales models for piglets and has launched industry connectivity services for small and medium-sized farms, enhancing their operational choices and professional standards [3] Group 4: Internationalization Strategy - Muyuan Foods is pursuing an internationalization strategy through technology exports and its listing on the Hong Kong Stock Exchange, aiming to leverage its innovative advantages to provide solutions for overseas markets [3] - The international strategy also allows the company to utilize overseas talent and capital, enhancing its research and development investments and driving innovation in pig farming [3]
国金证券-牧原股份-002714-公司业绩稳健兑现分红彰显长期价值-250821
Xin Lang Cai Jing· 2025-08-21 01:41
Group 1 - The company reported a revenue of 76.46 billion yuan for the first half of 2025, representing a year-on-year increase of 34.5% [1] - The net profit attributable to shareholders reached 10.53 billion yuan, showing a significant year-on-year growth of 1169.7% [1] - For the second quarter of 2025, the company achieved a revenue of 40.40 billion yuan, up 32.1% year-on-year, and a net profit of 6.04 billion yuan [1] Group 2 - The company recorded a stable growth in the number of livestock, with 46.91 million heads sold in the first half of 2025, a year-on-year increase of 45% [2] - The number of commercial pigs sold was 38.39 million heads, reflecting a year-on-year growth of 32%, while the sale of piglets surged by 168% to 8.29 million heads [2] - The company is actively managing breeding costs and aims for high-quality development, with a reduction in the number of breeding sows to 3.431 million heads by the end of June [2] Group 3 - The company demonstrated strong financial health, with a debt-to-asset ratio of 56.06% at the end of Q2 2025, a decrease of 2.62 percentage points from the end of 2024 [2] - The company plans to distribute a cash dividend of 9.32 yuan per 10 shares, amounting to 47.5% of the net profit attributable to shareholders for the first half of 2025 [1] - As an industry leader, the company is expected to maintain stable performance amid capacity control measures, with improved operational quality and reduced capital expenditures [2]
牧原股份20250820
2025-08-20 14:49
牧原股份 2025 年上半年营收 51 亿元,同比增长 12.13%,资产负债 率降至 56.06%,较一季度末下降 3.14 个百分点,降负债目标已完成 过半,总额相较于年初下降了 56 亿元。公司计划年底前将能繁母猪减 少到 330 万头,比二季度减少 13 万头;出栏均重降低至 120 公斤,并 预计本月底完成这一目标。 上半年生猪销售 4,694 万头,其中商品猪 3,839.4 万头。通过技术创新 和管理优化,7 月生猪养殖完全成本降至约 11.8 元/公斤,目标是全年 平均 12 元/公斤。公司将加强猪肉品质管理,根据消费者需求开展种猪 育种及生产管理,以提升产品售价。 屠宰生猪 1,141.48 万头,同比增长超过 110.87%,产能利用率提升至 78.72%。尽管亏损约 1 亿元,但同比大幅减亏。公司将提升客户服务 和内部运营能力,推进产品升级和客户结构优化,以提高屠宰肉食业务 盈利水平。 公司公布半年度利润分配方案,每 10 股派发现金红利 9.32 元,总额 50.02 亿元,占半年度归母净利润的 47.5%,高于之前承诺的 40%以 上,这意味着未来可能会考虑更多地回报股东,将其放在更 ...
禾丰股份上半年净利润实现扭亏为盈,饲料、肉禽、生猪销量均实现同比增长
Core Viewpoint - He Feng Co., Ltd. reported significant growth in revenue and profitability for the first half of 2025, driven by increased sales in feed and livestock, alongside lower raw material costs [1][2]. Group 1: Financial Performance - The company achieved a revenue of 17.407 billion yuan, representing a year-on-year increase of 16.27% [1]. - Net profit attributable to shareholders was 233 million yuan, marking a return to profitability compared to the previous year [1]. - The basic earnings per share were 0.27 yuan [1]. Group 2: Sales and Production - Total feed sales reached 2.1 million tons, up 16% year-on-year, with pig feed increasing by 23%, poultry feed by 13%, and ruminant feed by 17% [2]. - The company raised its market share in high-value channels, with sales of processed chicken products increasing by 40% [2]. Group 3: Livestock Operations - The company has a stable breeding stock, with a total of 58,000 sows as of June 2025, including 47,000 breeding sows [3]. - In the first half of 2025, the company sold a total of 840,000 pigs, including 740,000 fattening pigs and 100,000 piglets and breeding pigs [3]. Group 4: Capital Investment - The company plans to invest 70 million yuan in its subsidiary, Jinzhou Xinfeng, to enhance its operational capabilities and support business development [4].