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海大集團(002311.SZ):預計半年度淨利潤同比增長17.64%-31.76%

格隆匯7月8日丨海大集團(002311.SZ)公佈,預計半年度歸屬於上市公司股東的淨利潤250,000.00萬元–280,000.00萬元,比上年同期增長17.64%-31.76%,扣除非經常性損益後的淨利潤251,000.00萬元–281,000.00萬元,比上年同期增長23.48%-38.23%。

公司始終聚焦飼料主業,2025年上半年實現飼料外銷量約1,365萬噸,同比增加284萬噸,增長率約爲26%;其中海外地區同比增長率約爲40%。本報告期,公司穩步提升國內飼料產能利用率和市場份額,銷量增長帶來的運營效率提升、邊際費用節約增強了最基本的產品競爭優勢;海外地區在成熟的採購、技術、服務等產品競爭優勢基礎上,結合當地養殖實際需求進行針對性改良、升級,爲當地養殖戶賦能,同時積極開拓新區域,銷量增長及盈利水平均保持良好態勢。公司生豬養殖業務在輕資產、控風險的養殖模式下,盈利可觀;受累於上半年禽肉價格低迷,公司禽屠宰相關業務錄得虧損。綜上,公司2025年上半年實現歸屬於上市公司股東的淨利潤在250,000.00萬元-280,000.00萬元之間,同比增長17.64%-31.76%。

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