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有养殖户砍掉一半!白羽肉鸭行业去产能战开启
财联社· 2025-07-13 10:34
"从去年12月底到现在,这一轮亏损已经持续7个多月了,并且这一轮低谷期跟往常不一样, 其中有 4个多月处于深度亏损区 ,给行业带来的压力是非常巨大的。"12日,山东种鸭联盟理事长刘长胜对 财联社记者表示。 据悉,从4月起,白羽肉鸭种禽企业开始呼吁消减产能,截至当前, 共约900万只种鸭已经被 淘汰,日产苗量降低200万只左右, 但是消费端低迷,当前供应依然大幅高于需求。 "如果说去产能的第一阶段是以主动淘汰高周龄种鸭为主的话,第二阶段则是惨烈的被动淘汰 战。"有山东种鸭从业人士对财联社记者表示,现在, 已经有个别种禽企业因为资金压力,退 出了市场。 "未来, 可能还会有三成种鸭企业会被迫离开, 这一过程会比较残酷血腥,但白 羽肉鸭行业不同于生猪和白羽肉鸡,行业集中度低,周期波动往往比较剧烈。" 上市公司方面,全产业链龙头企业益客食品(301116.SZ)相关负责人对财联社记者表示, 公司本月已将肉鸭屠宰量进行了一定量的消减,此外,公司后续将在种源和食品端继续提升竞 争力;华英农业(002321.SZ)相关负责人表示,正努力寻求差异化发展空间。北京樱桃谷 育种科技股份有限公司相关负责人则表示,近两年公司祖代规模 ...
贵州省遵义市红花岗区市场监督管理局2025年第一期食用农产品抽检结果公示(239批次)
Zhong Guo Zhi Liang Xin Wen Wang· 2025-06-27 05:58
Core Points - The article presents the results of the first batch of food safety inspections for edible agricultural products in Honghuagang District, Zunyi City, revealing various non-compliance issues with specific products [3][4][5] Group 1: Inspection Results - A total of 239 batches of edible agricultural products were inspected, with several batches found to contain pesticide residues exceeding the standard limits [3] - Specific products such as "折耳根" (a type of herb) and "桑葚" (mulberry) were reported to have pesticide residues like "乐果" and "甲拌磷" that exceeded permissible levels [4][5] - The inspection results indicate a need for stricter monitoring and compliance measures in the agricultural sector to ensure food safety [3][4] Group 2: Non-compliance Details - Non-compliance items included pesticide residues such as "氧乐果" and "氟虫腈," which were detected in various products, raising concerns about consumer safety [4][5] - The report highlights specific instances where the detected pesticide levels were significantly above the standard values, necessitating immediate action from regulatory authorities [3][4] - The findings emphasize the importance of regular inspections and the need for producers to adhere to safety standards to protect public health [3][5]
佩蒂股份20250625
2025-06-26 14:09
佩蒂股份 20250625 摘要 公司东南亚工厂总产能达 2.6 万吨,足以满足美国市场未来两年需求, 柬埔寨工厂专注于高单价产品,满产年产值接近 5 亿元人民币,越南工 厂新增 2000 吨产能,满产年产值预计达 8-9 亿元人民币。 面对美国对越南和柬埔寨 10%的关税,公司初步预案是与客户共同承担, 目前主要客户未要求公司承担基础关税部分,公司将持续与客户协商应 对未来政策变化。 公司在欧洲市场增速显著,特别是英国和加拿大,订单量增长明显,主 要来源于线下商超客户,新西兰主粮的海外代工服务是公司海外市场业 务的另一个重要增长点。 美国市场在代工业务中占比约为 65%,预计今年将维持,欧洲市场增速 较快但基数较小,未来主粮代工业务的增长点可能主要来自新西兰和澳 大利亚市场。 目前美国市场订单接收情况正常,未受关税加征因素影响,展望第三季 度,可见订单情况与去年同期基本持平,未出现明显增长。 Q&A 针对美国市场,公司在东南亚的代工业务是否已完全承接原国内工厂的订单, 以及越南和柬埔寨工厂的现有产能能否完全满足美国市场的订单需求? 目前,东南亚工厂已完全满足美国市场的订单需求。越南的两个工厂宠物零食 总产能 ...
财信证券晨会纪要-20250623
Caixin Securities· 2025-06-23 00:07
证券研究报告 2025 年 06 月 23 日 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 3359.90 | -0.07 | | 深证成指 | 10005.03 | -0.47 | | 创业板指 | 2009.89 | -0.83 | | 科创 50 | 957.87 | -0.53 | | 北证 50 | 1347.46 | -1.34 | | 沪深 300 | 3846.64 | 0.09 | A 股市场概览 | 类别 | 总市值 | 流通市 | 市盈率 | 市净率 | | --- | --- | --- | --- | --- | | | (亿元) | 值(亿元) | PE | PB | | 上证指数 | 653138 | 506006 | 12.03 | 1.25 | | 深证成指 | 220912 | 180485 | 19.58 | 2.07 | | 创业板指 | 56764 | 44868 | 26.38 | 3.68 | | 科创 50 | 33281 | 21936 | 52.00 | 4.00 | | 北证 ...
对话宠业家:连续三年取得翻倍增长,CHARM野性魅力在中国市场做对了什么
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-06-10 11:58
自正式踏入中国市场,CHARM 野性魅力,便以势如破竹之姿,实现连续三年翻倍增长。在竞争激烈的宠物食品赛道中,这份成绩的取得并非偶然,而是 品牌战略与市场实践深度融合的成果。 对于常流连于宠物 KOL 直播间的消费者而言,野性魅力已成为熟悉的伙伴。短短两年时间,野性魅力凭借差异化的销售策略与运营重心,与 60 余位业 内知名宠物 KOL 达成深度直播合作。在 2024 年 618 大促这场电商盛宴中,野性魅力成功跻身天猫国际宠物品牌成交榜 TOP5,这一成绩不仅是市场对野 性魅力的认可,更是野性魅力深耕中国市场的阶段性成果展现。 亮眼成绩的背后是品牌硬实力的体现,野性魅力产品以"高蛋白、低升糖"为核心卖点,精准切中当下国内宠物肥胖率攀升的痛点。这一差异化定位不仅迎 合了现代宠物主对健康喂养的追求,更在竞争激烈的宠物食品市场中开辟了独特的增长赛道。 野性魅力是来自北美地区进口(加拿大进口)宠物食品品牌,以"满足犬猫原始狩猎天性,打造符合犬猫饮食需求的宠物食品"作为品牌理念,严苛产品选材 标准,采用低温慢煮的工艺、以多种鲜肉入料,最终打造一口粮七种肉的优质宠粮,在保障宠物饮食健康的基础上满足了宠物的肉食天性。目前 ...
新财富 · 董秘特辑 | 唐照波:陪伴是最长情的告白
新财富· 2025-05-23 07:51
历经二十一载岁月沉淀,新财富金牌董秘评选已成为中国资本市场极具权威性与公信力的标杆评选,不仅见证 了中国资本市场蓬勃发展的壮阔征程,更以专业视角镌刻下时代变革的深刻印记。金牌董秘群体凭借卓越的专 业素养与创新实践能力,持续优化上市公司治理、深化投资者关系管理,已然成为推动中国资本市场向高质量 发展迈进的一股重要力量。 值此新财富董秘评选二十一周年之际,诚邀历届金牌董秘,分享企业战略、发展历程与职业经验,以实战洞见 解构资本风云,共探行业发展逻辑。 在宠物食品行业从"小众赛道"向"千亿蓝海"跃迁的浪潮中,佩蒂股份(300673.SZ)凭借超前的全球 化布局与技术壁垒,成为中国宠物食品行业的领军企业。 宠物行业的三十年 佩蒂股份贯彻坚持用好全球产品供应链,不断推动中国宠物健康标准升级的发展理念,聚焦宠物食品 的研发、制造、销售,以及宠物产品品牌运营等主营业务,进而在全球化方面取得了显著成绩,至今 深耕宠物行业长达三十余年之久。 近年来,以爵宴、好适嘉、齿能为代表的自主品牌取得了长足进步,打造了爵宴风干粮、爵宴鸭肉 干、好适嘉98K罐头等一系列爆款产品,自主品牌收入和排名快速上升,稳定在同类产品的头部位 置,部分品 ...
邹城首发电子检疫A证 铺就畜禽产品上市“数字高速路”
Qi Lu Wan Bao Wang· 2025-05-22 13:24
"以往办理纸质A证需要携带纸质台账前往政务窗口提交材料,办理需要大半天时间。现在我们只需要 在公司轻轻点点手指,就能把所有的证件全部办理完成,为我们企业节省了时间和成本。"张洪宾高兴 地分享道。目前企业申请电子动物检疫合格证明(产品A证),只需要公司驻场官方兽医在"鲁牧云"动物 检疫信息化平台完成从肉品品质检验合格证核验、产品检疫数据录入,便可以全流程操作电子证明生 成。 齐鲁晚报.齐鲁壹点康岩通讯员丁雨婷陈雪侯晓阳 北宿镇官方兽医周召联对此进行了详细说明:"前期我们和厂里品管员共同到车间进行检疫,检疫之 后,由厂方提出申请,并提供肉品品质检疫合格证明,在山东省智慧畜牧业支撑服务系统("鲁牧云")输 入目的地和运输车牌号,点快速出证,随后官方兽医签名,证件3、5分钟就能拿到。" 告别纸质证明,迎来数字监管!近日,邹城市在济宁地区率先启用电子动物检疫A证,为畜禽产品配发 专属"数字身份证",让企业产品上市畅通无阻。 邹城市畜牧兽医事业发展中心副主任侯晓阳表示:"依托"鲁牧云"动物检疫信息化平台,我市将动物产 品检疫工作纳入数字化管理,构建起来源可查、去向可追、责任可究的全链条监管网络,让每一批畜禽 产品都拥有独 ...
以为会变胖,实际很减肥!这5个习惯,你中了几个?
Yang Shi Xin Wen· 2025-05-18 02:15
Group 1 - The core idea emphasizes the importance of post-exercise nutrition for weight loss and muscle gain, highlighting that a high-protein diet after exercise can lead to a BMI reduction of 0.6 points, equivalent to approximately 3.5 pounds for a 1.7-meter tall adult [2] - Consuming carbohydrates post-exercise helps replenish glycogen stores and prevents muscle breakdown, while protein stimulates muscle protein synthesis, aiding in recovery and growth [4] - A combination of carbohydrates and protein optimizes recovery, significantly increasing glycogen synthesis efficiency [4] Group 2 - Sufficient carbohydrate intake generally does not lead to excessive fat production, with studies indicating that only 1% to 2% of excess carbohydrates are converted to fat [5] - Carbohydrates help stabilize appetite and prevent cravings, as they stimulate insulin secretion, which regulates appetite [6] - Adequate carbohydrate consumption promotes the secretion of FGF21, a hormone that aids in energy expenditure and fat reduction [8] Group 3 - Eating fruit before meals can help control calorie intake, with studies showing that consuming an apple before a meal can reduce caloric intake by approximately 187 kcal [9] - Eating fruit before meals can lower post-meal blood sugar responses, with research indicating that consuming kiwi before rice resulted in the best outcomes for blood sugar levels [9] - Following two guidelines for fruit consumption can enhance weight loss and blood sugar control: avoiding high-sugar fruits and choosing nutrient-dense options [11] Group 4 - A meta-analysis involving over 1,000 participants found that high-protein diets led to an average weight loss of 1.6 pounds and a reduction in fat mass by 1.74 pounds compared to conventional diets [13] - Adequate protein intake promotes long-lasting satiety by stimulating the release of CCK, a hormone that signals fullness to the brain [14] - Protein is essential for muscle repair and growth, helping to prevent fat accumulation and maintain a higher basal metabolic rate [15] Group 5 - Recommended protein sources for weight loss include fish, shrimp, and poultry, while red meats should be secondary choices [17] - When consuming meat, lean cuts should be prioritized, avoiding fatty parts and processed meats high in salt and fat [18] Group 6 - Research indicates that for overweight individuals, an additional hour of sleep can reduce caloric intake by approximately 270 kcal [19] - Two key practices for effective weight loss through sleep include going to bed early (between 10 PM and 11 PM) and maintaining a sleep duration of around 7 hours [19]
福建人的吃鸭宇宙
Hu Xiu· 2025-05-10 06:31
Group 1 - The article highlights the diverse culinary practices surrounding duck in Fujian, showcasing various dishes and preparation methods that reflect local tastes and traditions [2][8][22] - Different regions in Fujian have unique duck dishes, such as "Ginger Duck" in Quanzhou and "Sacha Duck" in Zhangzhou, each with distinct flavors and cooking techniques [15][17][25] - The significance of duck in Fujian culture is emphasized, where it is not only a staple food but also a symbol of family gatherings and celebrations throughout the year [34][45] Group 2 - The article describes specific duck dishes like "Four Herbs Duck Soup," which is a nourishing dish for children, and "Taro Duck," which combines local taro with duck for a rich flavor [11][24] - The preparation of "Board Duck" in Nanping is noted for its historical significance and meticulous salting process, making it one of the four famous board ducks in China [25][26] - The article mentions the importance of seasonal duck dishes, such as "Ginger Duck" during the Ghost Festival and "Steamed Duck" during the Winter Solstice, highlighting the cultural relevance of these meals [41][44]