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利好来了!直线涨停,封单超17万手
今日午后,A股三大指数走势分化。截至收盘,上证指数跌0.15%,深证成指涨1.02%,创业板指涨2.14%。市场全天成交额超1.79万亿元。 大消费板块尾盘异动拉升,海欣食品(002702)涨停,截至收盘封单超17万手。消息面上,工业和信息化部等六部门联合印发《关于增强消费品供需适配 性进一步促进消费的实施方案》。 CPO(共封装光学)概念股午后持续走强,中际旭创(300308)盘中创历史新高,永鼎股份(600105)涨停;抗流感概念股表现活跃,广济药业 (000952)3连板,北大医药(000788)2连板。房地产板块冲高回落,中国武夷(000797)跌超6%,万科A跌超2%;军工板块回调,航天发展 (000547)跌停。 大消费板块午后拉升 今日午后,大消费板块尾盘异动拉升。海欣食品直线上涨回封涨停,截至收盘,封单超17万手;广百股份(002187)、国光连锁(605188)等多股涨停。 消息面上,工业和信息化部、国家发展改革委、商务部、文化和旅游部、中国人民银行、市场监管总局印发《关于增强消费品供需适配性进一步促进消费 的实施方案》。其中提出,加快布局新领域新赛道。聚焦智能网联新能源汽车、智能家居、消费 ...
主业营收滑坡,预制菜增收不增利,鱼丸世家海欣食品如何破局
Nan Fang Du Shi Bao· 2025-04-29 03:53
Core Viewpoint - Haixin Food's annual report for 2024 shows a slight decline in revenue and a significant increase in net loss, indicating challenges in its core frozen fish and meat product business while experiencing growth in the prepared dishes segment [1][8]. Revenue Performance - In 2024, Haixin Food achieved a total revenue of 1.706 billion yuan, a year-on-year decrease of 0.54% [1]. - The revenue from frozen fish and meat products declined by 18.17%, significantly impacting overall performance [1][6]. - Conversely, revenue from prepared dishes surged by 61.11%, reaching 482 million yuan, providing some support to overall revenue stability [1][8]. Business Trends - The revenue from the core frozen fish and meat product segment has been on a downward trend for five consecutive years, with figures dropping from 1.435 billion yuan in 2020 to 1.051 billion yuan in 2024 [6][7]. - The proportion of revenue from this segment has decreased from around 90% to approximately 60% of total revenue [7]. Capacity Expansion and Challenges - A new factory in Lianjiang with an annual production capacity of 100,000 tons for frozen fish products was completed and put into operation in July 2024, despite the ongoing decline in sales volume [7]. - The company had previously expanded capacity in response to strong performance in 2019, but has since faced a prolonged contraction in this business segment [7][9]. Financial Performance - The company reported a net loss of 43 million yuan for 2024, with the loss margin increasing by 266.05% year-on-year [1]. - Financial pressures are evident, with a 43.68% decrease in cash reserves to 156 million yuan by the end of 2024, alongside rising short-term borrowings [10][11]. Strategic Focus - In response to ongoing challenges, Haixin Food's 2025 operational strategy emphasizes "profit prioritization" through cost control, efficiency improvements, and brand building [11].