证券日报网讯2月27日，晨光生物（300138）发布公告称，公司2025年实现营业总收入65.64亿元，同比 下降6.15%；归属于上市公司股东的净利润3.64亿元，同比增长286.65%。 ...

格隆汇2月27日丨晨光生物(300138.SZ)公布2025年度业绩快报，2025年公司全年实现收入65.64亿元，营 业利润、利润总额同比增长313.92%、311.82%；实现归属于上市公司股东的净利润3.64亿元，同比增长 286.65%；扣除非经常性损益后的归属于上市公司股东的净利润及基本每股收益分别同比增长595.83% 和320.30%。影响上述数据指标变动的主要因素为：植提类业务实现的收入和毛利额同比增长；棉籽类 业务减少了贸易业务量，虽然收入同比下降，但随着行情回暖，产品利润率回升，同比实现扭亏为盈， 驱动公司业绩增长。 2025年，公司主导产品辣椒红销售1.2万吨，同比增长约27%，辣椒精销售2900吨，同比增长约65%，销 量双双突破历史新高，核心业务稳健发展；叶黄素销售4.6亿克，同比略有下降。公司持续推进定制化 产品，辣椒红定制化产品销量2200多吨，同比增长76%；辣椒精定制化产品销量450多吨，同比增长 171%。甜菊糖业务通过持续完善产品体系，优化客户结构，实现销售收入2.8亿元创历史新高；香辛料 类产品收入与利润迈上新台阶，核心产品花椒油树脂销量成功登顶；水飞蓟提取物销售700 ...

格隆汇2月27日丨晨光生物(300138.SZ)公布2025年度业绩快报，2025年公司全年实现收入65.64亿元，营 业利润、利润总额同比增长313.92%、311.82%；实现归属于上市公司股东的净利润3.64亿元，同比增长 286.65%；扣除非经常性损益后的归属于上市公司股东的净利润及基本每股收益分别同比增长595.83% 和320.30%。影响上述数据指标变动的主要因素为：植提类业务实现的收入和毛利额同比增长；棉籽类 业务减少了贸易业务量，虽然收入同比下降，但随着行情回暖，产品利润率回升，同比实现扭亏为盈， 驱动公司业绩增长。 2025年，公司主导产品辣椒红销售1.2万吨，同比增长约27%，辣椒精销售2900吨，同比增长约65%，销 量双双突破历史新高，核心业务稳健发展；叶黄素销售4.6亿克，同比略有下降。公司持续推进定制化 产品，辣椒红定制化产品销量2200多吨，同比增长76%；辣椒精定制化产品销量450多吨，同比增长 171%。甜菊糖业务通过持续完善产品体系，优化客户结构，实现销售收入2.8亿元创历史新高；香辛料 类产品收入与利润迈上新台阶，核心产品花椒油树脂销量成功登顶；水飞蓟提取物销售700 ...

智通财经APP讯，晨光生物(300138.SZ)披露2025年度业绩快报，公司全年实现收入65.64亿元，营业利 润、利润总额同比增长313.92%、311.82%;实现归属于上市公司股东的净利润3.64亿元，同比增长 286.65%;扣除非经常性损益后的归属于上市公司股东的净利润及基本每股收益分别同比增长595.83%和 320.30%。 报告期，植提类业务实现的收入和毛利额同比增长;棉籽类业务减少了贸易业务量，虽然收入同比下 降，但随着行情回暖，产品利润率回升，同比实现扭亏为盈，驱动公司业绩增长。 ...

晨光生物（300138）(300138.SZ)披露2025年度业绩快报，公司全年实现收入65.64亿元，营业利润、利 润总额同比增长313.92%、311.82%;实现归属于上市公司股东的净利润3.64亿元，同比增长286.65%;扣 除非经常性损益后的归属于上市公司股东的净利润及基本每股收益分别同比增长595.83%和320.30%。 报告期，植提类业务实现的收入和毛利额同比增长;棉籽类业务减少了贸易业务量，虽然收入同比下 降，但随着行情回暖，产品利润率回升，同比实现扭亏为盈，驱动公司业绩增长。 ...

晨光生物发布业绩快报，2025年度营业总收入65.64亿元，同比下降6.15%。净利润3.64亿元，同比增长 286.65%。植提类业务实现的收入和毛利额同比增长；棉籽类业务减少了贸易业务量，虽然收入同比下 降，但随着行情回暖，产品利润率回升，同比实现扭亏为盈，驱动公司业绩增长。 ...

证券代码：300138 证券简称：晨光生物 公告编号：2026—008 晨光生物科技集团股份有限公司 2025 年度业绩快报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示：本公告所载 2025 年度的财务数据仅为初步核算数据，未经会计 师事务所审计，与年度报告中披露的最终数据可能存在差异，请投资者注意投资 风险。 一、2025 年度主要财务数据和指标 二、经营业绩和财务状况情况说明 1、经营情况： 2025年公司全年实现收入65.64亿元，营业利润、利润总额同比增长313.92%、 311.82%；实现归属于上市公司股东的净利润 3.64 亿元，同比增长 286.65%；扣 除非经常性损益后的归属于上市公司股东的净利润及基本每股收益分别同比增 单位：人民币万元 项 目 本报告期 上年同期 增减变动幅 度 营业总收入 656,395.01 699,419.28 -6.15% 营业利润 43,890.62 10,603.56 313.92% 利润总额 44,041.73 10,694.53 311.82% 归属于上市公司股东的净利润 36,364.61 ...

国泰海通发布研报称，2026年1月，淘天宠物与炼丹炉大数据联合发布《宠物行业新品趋势报告》显 示，时令节日仪式感消费已成为"它经济"的核心增长极，"新年宠物礼盒"这一搜索关键词在天猫平台上 的同比增速便已经达到了20%+。根据天猫数据，宠物过年衣服销量实现330%的大幅增长，宠物年夜饭 实现290%的增长。此外，春节后，华南与华北区域举办规模领先的宠物展会，国内头部品牌预计在展 会上推出新品，值得关注。 养殖：春节后预期猪价进入淡季节奏 春节后预期猪价进入淡季节奏。春节后预计需求淡而供给多，预期价格进入淡季节奏。事实上腊月小年 后，春节备货已经开始逐步下降，接下来节后的屠宰场正月初七和初八正式开工后，价格将进入低价和 养殖亏损阶段。关注低猪价下的产能去化情况。 标的方面 生猪推荐标的：牧原股份(002714.SZ)、温氏股份(300498.SZ)；后周期推荐标的：科前生物 (688526.SH)、海大集团(002311.SZ)。农产品产业链推荐标的：晨光生物(300138.SZ)、诺普信 (002215.SZ)、荃银高科（维权）(300087.SZ)、国投丰乐(000713.SZ)，相关标的：康农种业 (30 ...

Investment Rating - The report maintains an "Overweight" rating for the pet economy sector, highlighting its rapid growth during the Spring Festival [4][7]. Core Insights - The pet consumption during the Spring Festival has seen significant growth, with a 20%+ year-on-year increase in searches for "New Year pet gift boxes" on Tmall. The sales of pet clothing surged by 330%, and pet New Year's dinners increased by 290% [7]. - The report emphasizes the comprehensive nature of pet services, with a 46% month-on-month increase in pet boarding demand. The expansion of pet transport services on high-speed trains and airlines is also noted [7]. - Upcoming pet exhibitions in March are expected to further stimulate market interest, with major brands likely to launch new products [7]. Summary by Sections Important Industry Data Overview - The agricultural sector index stands at 2,858.1, with a year-on-year increase of 14.28%. The wholesale price index for agricultural products is at 129.6, reflecting a 4.95% year-on-year increase [10]. - The average price of live pigs is 12.3 yuan/kg, down 15.81% year-on-year, while the average price of piglets is 471.0 yuan/head, down 25.24% year-on-year [10]. Pig Farming Sector - The report anticipates a seasonal decline in pig prices post-Spring Festival, with expectations of low prices leading to potential losses in farming [5][12]. - Recommended stocks in the pig farming sector include Muyuan Foods and Wens Foodstuffs, with additional recommendations in the agricultural product supply chain [5]. Poultry Sector - The report discusses the white feather broiler market, noting a decrease in chick prices and stable prices for broiler meat [19][20]. - The average price of broiler chicks is reported at 2.4 yuan/chick, with a 4.35% increase month-on-month [10]. Feed Sector - The report indicates stable feed prices, with corn prices at 2,372.2 yuan/ton and soybean meal prices at 3,167.7 yuan/ton [10][30]. - The analysis highlights the fluctuations in import prices for soybeans and corn, impacting the feed sector [32]. Key Company Profit Forecasts and Valuations - The report provides earnings per share (EPS) forecasts for key companies, with Muyuan Foods projected at 2.54 yuan for 2025 and 4.81 yuan for 2026, maintaining an "Overweight" rating [36]. - Other companies such as Wens Foodstuffs and Petty Holdings also receive "Overweight" ratings, indicating strong growth potential [36].

Group 1 - The agricultural processing sector increased by 0.19% on February 4, with Baolingbao leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - Baolingbao's stock price rose by 10.03% to 10.53, with a trading volume of 286,400 shares and a transaction value of 292 million yuan [1] Group 2 - The agricultural processing sector experienced a net outflow of 41.17 million yuan from institutional investors, while retail investors saw a net inflow of 58.53 million yuan [2] - The top stocks by net inflow included Baolingbao with 56.68 million yuan from institutional investors, while it faced a net outflow of 41.12 million yuan from retail investors [3] - Other notable stocks included Guangnong Sugar Industry with a net inflow of 9.79 million yuan from institutional investors and a net outflow of 934,190 yuan from retail investors [3]