海大集團(002311.SZ):一季度淨利潤預增39.42%-51.04%
格隆匯4月8日丨海大集團(002311.SZ)公佈2025年第一季度業績預告,2025年1-3月公司實現歸屬於上市公司股東的淨利潤盈利12億元–13億元,比上年同期增長39.42%-51.04%;扣除非經常性損益後的淨利潤盈利12億元–13億元,比上年同期增長57.96%-71.13%;基本每股收益盈利0.72元/股-0.78元/股。
飼料行業產業鏈不斷取得進步與完善,關稅政策對產業影響較少。近年來,行業供應鏈條安全、可控:其中玉米近年來以國內自產爲主,大豆(豆粕)以南美的巴西、阿根廷等國家進口爲主,對單一國家依賴有限,進口渠道豐富、穩定。同時,行業技術持續優化、進步:已積累了大量低蛋白配方技術、原材料替代技術等豆粕減量技術,可以顯著降低對進口大豆的依賴。
公司聚焦飼料主業、紮根國內、積極開拓海外市場,通過在越南、印尼、厄瓜多爾、埃及等目標市場當地建廠,並實施本地化銷售的方式,飼料業務版圖不斷取得進展。公司飼料主業一季度實現飼料外銷量約595萬噸,同比增長約25%。同時生豬養殖業務憑藉輕資產控風險模式,取得良好經營成果。
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