本报讯 （记者李乔宇）8月28日，北京大北农科技集团股份有限公司（以下简称"大北农"）披露2025年 半年度报告。公告显示，今年上半年，大北农实现营业收入135.59亿元，同比增长3.5%；实现归属于上 市公司股东的净利润2.35亿元，同比扭亏。 谈及上半年业绩变化的原因，大北农公告显示，在种子业务方面，种子产品销量同比增长幅度较大，其 中水稻种子销量同比增长超一倍，玉米种子销量同比增长超三倍，种子业务收入和利润较上年同期也均 有明显的增长；饲料业务方面，饲料产品销量同比实现了增长，饲料产品平均毛利率保持稳定；养猪业 务方面，生猪行情价格报告期持续稳定运行，且公司不断优化种群，提高生猪养殖能力，改进生产指 标，使得公司生猪养殖成本不断下降；公司强化经营管理，提升运营效率，期间费用同比呈下降趋势。 上半年，大北农饲料产品收入为85.99亿元，占营业收入的比重为63.4%；养猪产品收入为34亿元，占营 业收入的比重为25.1%；种业产品收入为4.77亿元，占营业收入的比重为3.5%。 （编辑 张明富） ...

公司最新毛利率为8.74%。最新ROE为4.93%，较去年同期ROE增加3.01个百分点。 公司摊薄每股收益为0.38元，在已披露的同业公司中排名第4，较去年同报告期摊薄每股收益增加0.24 元，同比较去年同期上涨174.98%。 公司最新总资产周转率为1.01次，在已披露的同业公司中排名第3，较去年同期总资产周转率增加0.43 次，实现2年连续上涨，同比较去年同期上涨73.10%。最新存货周转率为7.60次，在已披露的同业公司 中排名第1，较去年同期存货周转率增加2.75次，实现2年连续上涨，同比较去年同期上涨56.65%。 公司股东户数为1.25万户，前十大股东持股数量为1.24亿股，占总股本比例为73.17%，前十大股东持股 情况如下： | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | I | 山东邦基集团有限公司 | 51.73% | | 2 | 淄博邦盈企业管理合伙企业(有限合伙) | 3.53% | | 3 | 淄博邦智企业管理合伙企业(有限合伙) | 3.38% | | 4 | 淄博邦道企业管理合伙企业(有限合伙) | 3.38% | | 5 | 淄博邦儒企业 ...

8月22日晚，京基智农发布2025年半年度报告。 报告显示，公司上半年实现营业收入23.87亿元，同比下滑11.61%；归属于上市公司股东的净利润2.26 亿元，同比下滑3.97%；基本每股收益0.43元/股，同比下滑4.62%。 分产品来看，猪业产品和饲料产品是营业收入的主要来源。报告期内，公司累计销售生猪106.21万头 （其中仔猪15.31万头），实现生猪销售收入18.95亿元；饲料业务方面，报告期内，广东京基智农科技 实现营业收入约2.8亿元，同比下降15.02%；实现归母净利润620.39万元，同比上升10.88%。 对于饲料销售收入同比有所下降，京基智农表示系因上游大宗原材料价格持续下降，同时水产料因牛 蛙、生鱼等水产养殖持续亏损情况销量不及预期，公司水产料销量低于预期。 展望未来，京基智农表示，下半年公司将继续围绕"精湛技术、精细管理、精诚合作、精英团队"的经营 主题开展工作，聚焦经营优化，通过提升养殖健康度、优化营养方案、提高产床利用率等系列措施，保 持项目精准运营，持续降本，稳步增效，确保稳健发展。 同时，报告披露了2025年半年度利润分配预案，拟向全体股东每10股派发现金红利3.80元（含 ...

Market Overview - On June 11, A-shares saw a collective rise, with the Shanghai Composite Index increasing by 0.52% to close at 3402.32 points, the Shenzhen Component Index rising by 0.83% to 10246.02 points, and the ChiNext Index up by 1.21% to 2061.87 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 12,555 billion yuan, a decrease of 1,599 billion yuan compared to the previous day [1] - The market was driven by positive news, with 3,415 stocks rising and 72 hitting the daily limit up, while 1,738 stocks fell and 6 hit the daily limit down [1] Automotive Sector - The automotive sector showed strong performance, with several car manufacturers, including BYD, FAW, Dongfeng, and others, committing to a payment term of no more than 60 days [2] - Shortening payment terms allows suppliers to receive payments faster, enhancing cash flow for procurement of raw materials and equipment, thereby improving production stability and reducing risks of production halts due to cash flow issues [2] Securities Sector - The securities sector experienced a sudden surge, influenced by the release of a policy document from the central government supporting insurance funds to invest in private equity and venture capital funds in Shenzhen [2] - The policy also allows companies listed on the Hong Kong Stock Exchange in the Guangdong-Hong Kong-Macao Greater Bay Area to list on the Shenzhen Stock Exchange, which is favorable for the securities market [2] Local Stocks Performance - Compared to the overall market, local stocks in Hunan performed poorly, with only 88 out of 146 stocks rising, led by Zhenghong Technology, which increased by 9.96% [3] - Zhenghong Technology, a leading company in the feed production industry, reported a net profit of -9.02 million yuan for Q1 2025, with a year-on-year decline of 5.27% [3] - The company is transferring 100% equity of its wholly-owned subsidiary, Hunan Zhenghong Haiyuan Green Food Company, for 30.42 million yuan, which is expected to enhance asset management and operational efficiency [3]

Sales Performance - In Q1 2025, the company achieved a feed product sales volume of 117,400 tons, representing a year-on-year growth of 12.2% [1] - Revenue for Q1 2025 reached 933 million yuan, an increase of 9.58% compared to the previous year [1][2] Growth Drivers - The "Spring Action" initiative significantly boosted the activity of business personnel, leading to a substantial increase in market visits and customer acquisition [2] - The "Yuehai Wealth Creation" exchange meetings and promotional policies enhanced brand awareness and product sales among farmers [2] Cost Management - The company implemented precise nutritional design, raw material substitution, and process upgrades to mitigate the impact of fluctuating prices of fish meal and soybean meal [2] - In 2025, the company aims to achieve a 10% increase in growth rate, a 10% reduction in feed conversion ratio, and a 50% decrease in losses through these measures [2] Product Development - The company continues to focus on the research and production of special aquatic feed, launching new products in 2024 that received positive market feedback [3] - The diverse range of aquatic feed products covers different growth stages of aquatic animals, establishing a solid foundation for future sales targets [3] Financial Health - As of the end of Q1 2025, contract liabilities amounted to 295 million yuan, a year-on-year increase of 39.81% [3] - Accounts receivable decreased to 1.221 billion yuan, down 4.14% from the previous year, indicating improved collection efficiency [4] Research and Development - The company has established multiple research centers and has received several provincial and national awards for its technological innovations and successful project collaborations [4] - Significant advancements in product quality and performance have been achieved through extensive research and development efforts [4] E-commerce Strategy - In 2024, the food segment generated over 110 million yuan in sales, with Q1 2025 monthly sales exceeding 20 million yuan [5] - The company is expanding its e-commerce presence through partnerships with popular online platforms and influencers to enhance brand visibility and sales [5][6] Cost Efficiency - The sales expense ratio decreased from 11.49% in Q1 2024 to 10.22% in Q1 2025, reflecting ongoing management improvements and cost control measures [6]

Group 1: Overall Financial Performance - In 2024, the company achieved total revenue of 28.767 billion CNY, with feed product revenue accounting for 19.054 billion CNY (66.24%) [2] - The net profit for 2024 was 715 million CNY, with a year-on-year growth of 115.9% [2] - The overall gross profit margin improved to 15.14% [2] Group 2: Business Segment Performance Feed Segment - In 2024, external sales volume of feed products was 5.4055 million tons, a decrease of 7.6% year-on-year [3] - Revenue from pig feed was 14.658 billion CNY, down 21.7% due to raw material price declines [3] - Aquaculture feed external sales volume decreased by 29.9%, with revenue of 1.33 billion CNY, a 32.3% decline [3] Pig Farming Segment - Total pig output for 2024 was 6.4046 million heads, a 5.9% increase year-on-year [4] - Average profit per head was 175 CNY, with some regions exceeding 300 CNY [4] - The total cost of pig farming was below 14 CNY/kg [4] Seed Industry Segment - In 2024, total sales of corn, rice, and soybean seeds reached 53.5264 million kg [5] - Corn seed sales were 36.3039 million kg, down 9%, generating revenue of 820 million CNY [5] - Soybean seed sales increased by 102%, achieving revenue of 22 million CNY [5] Group 3: Q1 2025 Performance - In Q1 2025, the company reported revenue of 6.865 billion CNY, a 2.4% increase year-on-year [7] - The net profit for Q1 2025 was 134 million CNY, a 164.13% increase [7] - Pig farming output for Q1 2025 was 1.8399 million heads, a 26.7% increase [7] Group 4: Future Technology and Research Initiatives - The company is advancing synthetic biology research, focusing on high-efficiency genetic transformation and gene editing [10] - The establishment of the Agricultural Synthetic Biology Innovation Center aims to develop key technologies in agricultural biotechnology [12] - The center will support the development of new products such as feed proteins and green fertilizers [12] Group 5: Cost Management and Efficiency - The company has implemented measures to reduce costs in pig farming, achieving a complete cost of 12.9 CNY/kg [8] - Strategies include breed improvement, enhanced biosecurity, and optimized nutrition [14] - The company aims to further reduce costs through continuous improvements in various operational aspects [14] Group 6: Market Position and Growth Strategy - The company targets a feed production capacity of 10 million tons, focusing on differentiated product offerings [18] - The market share for seed traits is expected to increase, supported by favorable government policies [17] - The company plans to enhance collaboration across business segments to explore new growth opportunities [19]