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益生股份:公司饲养的鸡主要为大型白羽肉种鸡
Zheng Quan Ri Bao Zhi Sheng· 2025-09-05 11:41
(编辑 王雪儿) 证券日报网讯 益生股份9月5日在互动平台回答投资者提问时表示,公司饲养的鸡主要为大型白羽肉种 鸡,晓鸣股份饲养的鸡为蛋鸡,白羽肉鸡和蛋鸡属于不同的细分市场,各有自己的市场行情,目前公司 商品代白羽肉鸡苗报价为4元/只,公司鸡苗报价详情请关注公司微信公众号-微官网-行情资讯栏目。 ...
小作物”撬动“大发展” 赣鄱特色产业结出“致富果
Jin Rong Shi Bao· 2025-08-25 02:33
据中国人保有关负责人介绍,公司引进抚州华弘农业开发有限公司作为经营主体发展芦笋产业。通过 300万元的投资,建立起集育苗、种植、加工、销售于一体的现代化芦笋产业示范园。产业园占地500 亩,建有连栋塑料大棚250余亩、养殖水面50亩,水肥一体化设施3套,两座冷库占地180立方米,一座 气调储藏冷库占地450立方米,还有一个芦笋分拣中心,配套基础设施齐全。 在带动农户增收方面,产业园创新"企业+合作社+农户"模式,流转土地500亩,让200余户农民通过土 地入股、务工就业实现户均年增收超3万元。"由抚州华弘农业开发有限公司提供设备、承担农资开支, 农户以劳动力入股,享受每亩每月200元的兜底工资及按芦笋产出计价的分红,实现了从农户'单打独 斗'到农业开发公司与农户'抱团发展'的转变,增强了农民抗风险能力。"上述负责人表示,截至目前, 已有20户农户签订协议承包30座大棚,预计每年可为种植户增收3万元至4万元。 为提升产业竞争力,中国人保推动产业园与江西省农科院合作,引进技术专家破解种植难题,研发芦笋 饮料、冻干粉等深加工产品,推动产品向有机、高附加值升级。 优质产品也要高声吆喝。借助乐安县入选江西省绿色有机农产 ...
晓鸣股份2025年中报简析:营收净利润同比双双增长,盈利能力上升
Zheng Quan Zhi Xing· 2025-08-18 22:22
据证券之星公开数据整理,近期晓鸣股份(300967)发布2025年中报。截至本报告期末,公司营业总收 入7.52亿元,同比上升93.65%,归母净利润1.85亿元,同比上升733.34%。按单季度数据看,第二季度 营业总收入3.58亿元,同比上升67.85%,第二季度归母净利润8569.62万元,同比上升544.38%。本报告 期晓鸣股份盈利能力上升,毛利率同比增幅1064.98%,净利率同比增幅427.06%。 本次财报公布的各项数据指标表现尚佳。其中,毛利率34.0%,同比增1262.03%,净利率24.57%,同比 增427.06%,销售费用、管理费用、财务费用总计6052.64万元,三费占营收比8.05%,同比减35.81%, 每股净资产4.38元,同比增33.04%,每股经营性现金流1.19元,同比增276.22%,每股收益0.99元,同比 增738.46% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 3.88亿 | 7.52亿 | 93.65% | | 归母净利润(元) | -2916.63万 | ...
农林牧渔2025年第28周周报:6月第三方能繁环比增速放缓,重视生猪板块预期差-20250713
Tianfeng Securities· 2025-07-13 11:12
Investment Rating - Industry Rating: Outperform the market (maintained rating) [12] Core Views - The report emphasizes the importance of the pig sector, noting a slowdown in the growth rate of breeding sows in June, and highlights the expectation gap in the pig market [1][2] - The pet sector is witnessing a rise in domestic brands and a positive trend in pet food exports, indicating a robust growth potential [3][4] - The poultry sector is focusing on the breeding gap for white chickens and the marginal improvement in demand for yellow chickens, with investment recommendations based on supply and demand dynamics [5][6][7] - The planting sector is prioritizing food security and the strategic importance of biological breeding, with recommendations for key seed and agricultural companies [9][10] - The feed sector is recommended for companies with increasing market share and consistent performance, while the animal health sector is advised to focus on new demands and innovative products [24][25] Summary by Sections Pig Sector - As of July 12, the average price of pigs in China is 14.91 CNY/kg, down 2.42% from the previous week, with self-breeding profits around 177 CNY per head [1][16] - The report highlights the low valuation and expectation gap in the pig sector, recommending leading companies such as Muyuan Foods and Wens Foodstuffs [2][16] Pet Sector - In June 2025, pet sales on Douyin reached 964 million CNY, a year-on-year increase of 73.97%, indicating strong growth for domestic brands [3][17] - Pet food exports from China increased by 10.89% year-on-year in the first five months of 2025, reaching 41.75 billion CNY [4][17] Poultry Sector - The report notes a 33.46% year-on-year decline in the breeding stock of grandparent chickens due to import restrictions, with a total of 529,300 sets updated in the first half of 2025 [5][19] - Investment recommendations include focusing on companies like Shengnong Development and Yisheng Livestock [6][20] Planting Sector - The report stresses the need for high yield production to ensure food security, with a focus on integrating advanced agricultural technologies [9][23] - Key recommendations include leading seed companies such as Longping High-Tech and Dabeinong [10][23] Feed and Animal Health Sectors - The feed sector is highlighted for companies like Haida Group, which is expected to benefit from market share growth and performance consistency [24][26] - The animal health sector is advised to focus on new product development and market expansion, particularly in the pet health segment [25][26]