9月19日，美农生物举办业绩说明会，线上参与"2025年上海辖区上市公司集体接待日暨中报业绩说明 会"的投资者与公司董事会秘书张维娓、财务总监周茜、独立董事刘军岭进行了交流，就公司上半年业 绩增长因素、未来发展策略等多个方面展开探讨。 投资者关系活动关键信息投资者活动关系类别：业绩说明会、其他（参加2025年上海辖区上市公司集体 接待日暨中报业绩说明会）时间：2025年9月19日地点："全景路演"网站（https://rs.p5w.net）参与单位 名称：线上参与"2025年上海辖区上市公司集体接待日暨中报业绩说明会"的投资者上市公司接待人员姓 名：董事会秘书张维娓、财务总监周茜、独立董事刘军岭 在产品创新上，公司重视研发，开发新产品并升级现有产品。面对畜牧业周期波动，公司从产品端丰富 产品、开发新方案、拓宽应用领域；市场端通过全球业务化解单一市场风险。上半年境外业务增长超 20%，公司采取经销为主、直销为辅模式，在40多个国家及地区建立销售网络，未来将持续投入国际市 场开发。 应对原材料价格波动措施有效 针对饲料添加剂和酶解蛋白饲料原料业务受原材料价格波动影响大的问题，公司与上游供应商建立长期 合作，通过战 ...

编号：2025-04 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 业绩说明会 | | | □新闻发布会 □路演活动 | | 活动类别 | 现场参观 电话会议 | | | 其他（参加 2025 年上海辖区上市公司集体接待日暨中报 | | | 业绩说明会） | | 参与单位名称及 | 线上参与"2025 年上海辖区上市公司集体接待日暨中报业 | | 人员姓名 | 绩说明会"的投资者 | | 时间 | 2025 年 9 月 19 日 | | 地点 | "全景路演"网站（https://rs.p5w.net） | | 上市公司接待 | 董事会秘书：张维娓 | | 人员姓名 | 财务总监：周茜 | | | 独立董事：刘军岭 | | | 本次活动主要交流内容如下： | | | 1、影响公司上半年业绩增长的主要因素是什么？ | | | 答： | | | 尊敬的投资者，您好！公司 2025 年上半年营收 2.36 亿元， | | 投资者关系活动 | 同比增长 13.69%；归母净利润 2,352.70 万元，同比增长 | | 主要内容介绍 | 17.68%；扣 ...

Core Insights - Meino Bio (301156.SZ) reported a revenue of 236 million yuan for the first half of 2025, representing a year-on-year growth of 13.69% [1] - The company achieved a net profit attributable to shareholders of 23.53 million yuan, up 17.68% year-on-year, and a net profit excluding non-recurring items of 21.84 million yuan, which is a 27.46% increase [1] - Operating cash flow increased by 70.09% year-on-year, indicating an ongoing optimization of the financial structure [1] Company Performance - International market performance was strong, with overseas revenue reaching 90.56 million yuan, growing over 20% year-on-year, and sales covering more than 40 countries across Asia, Europe, and Africa [1] - The company participated in international exhibitions and hosted over 100 overseas clients, showcasing significant global expansion efforts [1] Research and Development - The company made breakthroughs in R&D, adding two new patents related to cleaning wastewater recovery systems and improving thermal efficiency in coating machines [1] - Chengdu Meiyide, a subsidiary, received recognition as one of the "Top 100 Brands in China's Aquaculture Industry" [1] Production and Digital Transformation - The annual production project of 100,000 tons of corn protein processing in Shandong is set to alleviate the domestic shortage of feed protein materials and is expected to begin trial production within the year [1] - The company is advancing its digital transformation, having implemented intelligent manufacturing MES systems in its Shanghai and Suzhou plants to enhance production control [1] Product Strategy - The product structure has been optimized, with gut health products like "Meile Zinc" becoming significant growth drivers [2] - The development of non-grain protein raw materials in the enzymatic protein feed business aligns with national food security strategies by reducing reliance on soybean meal and fish meal [2] Industry Context - The overall production in China's livestock industry remains stable, with a 2.8% year-on-year increase in the production of pork, beef, mutton, and poultry in the first half of 2025, providing stable demand for the feed additive industry [2] - Meino Bio's product strategy of "dividing by species and products, full-process nutrition" is being implemented across multiple sectors, including pigs, ruminants, and poultry, which is expected to further enhance performance as the corn protein processing project comes online [2]