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研報掘金丨中原證券:海大集團上半年業績同比高增,維持“增持”評級
中原證券研報指出,海大集團(002311.SZ)上半年業績同比高增,市佔率逆勢提升。公司上半年實現歸母淨利潤21.25億元,同比增長93.15%,主要是受到飼料主業市佔率和盈利水平的提升,疊加養殖板塊扭虧為盈導致。在養殖成本方面,公司團隊管理能力和專業能力提升,綜合養殖成本取得進步。未來,公司將堅持輕資產、低風險的生豬養殖模式,維持穩健運作模式。根據可比公司2025年市盈率情況,公司處於合理估值區間,考慮到公司未來業績的成長性,維持公司增持投資評級。
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