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正邦科技(002157.SZ):預計半年度淨利潤爲1.9億元–2.1億元

格隆匯7月10日丨正邦科技(002157.SZ)公佈2025年半年度業績預告,1-6月公司實現歸屬於上市公司股東的淨利潤盈利1.9億元–2.1億元,上年同期虧損12,749.22萬元;扣除非經常性損益後的淨利潤盈利5,000萬元–7,000萬元,上年同期虧損27,010.68萬元;基本每股收益盈利0.0205元/股–0.0227元/股。

報告期內,生豬養殖業務貢獻顯著,實現收入40.77億元,較上年同期增長134.59%。這一增長主要得益於一是生豬銷量大幅提升,公司生豬銷量357.66萬頭,較上年同期增長125.04%,其中仔豬出欄200.6萬頭,較上年同期增長128.19%;商品豬出欄157.06萬頭,較上年同期增長121.15%。二是受生豬市場行情變動影響,仔豬和商品豬銷售價格有所回升,生豬銷售價格較上年同期增長約46元/頭。最終使得生豬養殖業務呈現“量價齊升”的態勢,推動公司養殖業務利潤大幅提升;

報告期內,公司持續狠抓生產管理和成本管控,疊加控股股東雙胞胎集團導入成熟的成本管控流程、資源優勢,助力公司實現降本增效。同時爲支持公司盤活資產,雙胞胎集團租賃公司部分閒置的豬場及飼料廠,有效降低公司資產閒置損失。在多重舉措協同作用下,公司整體生產成績穩步提升,綜合成本逐步下降;

綜上兩點因素,使得報告期內,公司綜合毛利率較上年同期增長4%左右,淨利潤有所增長。

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