300498 温氏股份
已收盘 09-15 15:00:00
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温氏股份新提交“Sound Pro”、“Sound Max”等8件商标注册申请
证券之星 · 09-15 07:22
温氏股份新提交“Sound Pro”、“Sound Max”等8件商标注册申请
温氏股份获得发明专利授权：“畜牧业空气过滤性能检测台”
证券之星 · 09-11
温氏股份获得发明专利授权：“畜牧业空气过滤性能检测台”
【机构调研记录】建信基金调研温氏股份、雅戈尔等5只个股（附名单）
证券之星 · 09-08
【机构调研记录】建信基金调研温氏股份、雅戈尔等5只个股（附名单）
【机构调研记录】富国基金刘莉莉调研温氏股份
证券之星 · 09-08
【机构调研记录】富国基金刘莉莉调研温氏股份
温氏股份：第五届董事会第二十一次会议决议公告
证券日报网 · 09-07
温氏股份：第五届董事会第二十一次会议决议公告
温氏股份(300498.SZ)：8月肉鸡销售收入33.30亿元 环比增长22.38%
智通财经 · 09-07
温氏股份(300498.SZ)：8月肉鸡销售收入33.30亿元 环比增长22.38%
电子、医药行业成公募上周调研焦点，富国、鹏华基金等旗下百亿基金经理现身
澎湃新闻 · 09-07
电子、医药行业成公募上周调研焦点，富国、鹏华基金等旗下百亿基金经理现身
猪价深跌、鸡价回暖难抵成本压力，双主业同陷亏损，温氏股份中报业绩转亏
证券之星 · 09-07
猪价深跌、鸡价回暖难抵成本压力，双主业同陷亏损，温氏股份中报业绩转亏
研报掘金丨东海证券：维持温氏股份“买入”评级，猪价走弱盈利筑底，成本优势领先
格隆汇 · 09-07
研报掘金丨东海证券：维持温氏股份“买入”评级，猪价走弱盈利筑底，成本优势领先
温氏股份：看好下半年消费旺季的鸡价，预计养鸡业务全年有望贡献合理利润
格隆汇 · 09-07
温氏股份：看好下半年消费旺季的鸡价，预计养鸡业务全年有望贡献合理利润
温氏股份：2026年生猪屠宰量预计达230万头以上 较2025年增长约35%
格隆汇 · 09-07
温氏股份：2026年生猪屠宰量预计达230万头以上 较2025年增长约35%
东海证券：给予温氏股份买入评级
证券之星 · 09-06
东海证券：给予温氏股份买入评级
温氏股份涨6.15%，中邮证券一周前给出“买入”评级
证券之星 · 09-04
温氏股份涨6.15%，中邮证券一周前给出“买入”评级
温氏股份（300498）披露第五期限制性股票激励计划首次授予公告，9月1日股价上涨1.19%
证券之星 · 09-01
温氏股份（300498）披露第五期限制性股票激励计划首次授予公告，9月1日股价上涨1.19%
温氏股份：公司十分重视市场口碑
证券之星 · 09-01
温氏股份：公司十分重视市场口碑
温氏股份：2026年6月PSY已达28.5头，创历史新高
证券之星 · 08-31
温氏股份：2026年6月PSY已达28.5头，创历史新高
中邮证券：给予温氏股份买入评级
证券之星 · 08-28
中邮证券：给予温氏股份买入评级
开源证券：给予温氏股份买入评级
证券之星 · 08-28
开源证券：给予温氏股份买入评级
温氏股份（300498）2026年中报简析：净利润同比下降225.65%
证券之星 · 08-27
温氏股份（300498）2026年中报简析：净利润同比下降225.65%
温氏股份(300498)6月30日股东户数11.48万户，较上期增加31.38%
证券之星 · 08-26
温氏股份(300498)6月30日股东户数11.48万户，较上期增加31.38%
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公司概况
公司名称：
温氏食品集团股份有限公司
所属行业：
畜牧业
上市日期：
2015-11-02
主营业务：
温氏食品集团股份有限公司的主营业务是肉鸡和肉猪的养殖与销售，兼营肉鸭、蛋鸡、鸽子等产品的养殖与销售。公司的主要产品是毛鸡、毛猪、鲜品熟食鸡蛋等、肉鸭。公司经过43年的创业发展，始终聚焦鸡、猪两大主业，坚持创新驱动，持续积累经验，在竞争与发展中逐步构筑起自身的核心竞争力，奠定了行业龙头地位。
发行价格：
16.15
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调研纪要：公司肉鸡屠宰单班产能约2.7亿只/年，2025年屠宰量约2.2亿只，2026年上半年约1亿只；生猪屠宰竣工产能500万头，2025年屠宰170万头，2026年预计超230万头。毛利率下滑因交付量少致单位成本上升及市场竞争压价。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026090800004209.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0015","BK0194","BK0183","BK0195","BK0188","BK0012","BK0028","BK0253","BK0196","300498","BK0240","BK0086","600177","BK0187"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665343317","title":"【机构调研记录】富国基金刘莉莉调研温氏股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2665343317","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665343317?lang=zh_cn&edition=full","pubTime":"2026-09-08 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9月7日，温氏股份发布公告称，公司于2026年9月7日召开第五届董事会第二十一次会议，审议通过《关于调整公司组织架构的议案》。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-09-07/doc-iniqzhfu5363931.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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18:37","pubTimestamp":1788777436,"startTime":"0","endTime":"0","summary":"智通财经APP讯，温氏股份(300498.SZ)发布公告，公司2026年8月销售肉鸡12,406.90万只(含毛鸡、鲜品和熟食)，收入33.30亿元，毛鸡销售均价12.89元/公斤，环比变动分别为10.19%、22.38%、12.18%，同比变动分别为6.31%、12.65%、6.09%。8月销售白羽鸡苗1,413.57万只，当年累计销售白羽鸡苗11,235.29万只。8月销售肉猪297.35万头(含毛猪和鲜品)，收入40.16亿元，毛猪销售均价10.86元/公斤，环比变动分别为8.44%、9.67%、0.56%，同比变动分别为-8.39%、-16.77%、-21.87%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1492910.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"温氏股份(300498.SZ)：8月肉鸡销售收入33.30亿元 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18:20","pubTimestamp":1788776400,"startTime":"0","endTime":"0","summary":"公募机构及百亿基金经理最新调研动向揭晓。公募排排网数据显示，上周（2026年8月31日-9月6日）共有142家公募机构参与A股调研活动中，覆盖到27个申万一级行业中的175只个股，合计调研次数达1428次，延续了较高的调研热情。从行业分布看，公募机构对11个行业的调研不少于50次。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609073866808185.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609073866808185.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1720050803.USD","BK0224","LU0650527681.SGD","688322","300760","688293","BK0028","300900","LU0823426480.USD","LU1997245094.SGD","IE00BZ08YR35.GBP","LU0359201612.USD","BK0187","LU2153591404.USD","LU1688375341.USD","300661","LU1794554557.SGD","000636","LU1934453819.USD","LU2424517915.HKD","LU0594300419.USD","LU0405327494.USD","BK0216","BK0109","LU2488822045.USD","LU1328277881.USD","LU0084288322.USD","IE0008368742.USD","300498","301345","001232","BK0077","LU0359202008.SGD","002270","LU0594300179.USD","LU2039709279.SGD","LU2348774022.SGD","BK0279","LU2153592121.USD","BK0012","002507","IE00B031J352.USD","IE0031814852.USD","LU1813983027.USD","BK0226","IE00BZ08YT58.USD","688800","LU1997245177.USD","LU0823426308.USD","BK0125"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665313796","title":"猪价深跌、鸡价回暖难抵成本压力，双主业同陷亏损，温氏股份中报业绩转亏","url":"https://stock-news.laohu8.com/highlight/detail?id=2665313796","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665313796?lang=zh_cn&edition=full","pubTime":"2026-09-07 17:40","pubTimestamp":1788774029,"startTime":"0","endTime":"0","summary":"证券之星 刘浩浩在猪价下跌和鸡价持续低迷的背景下，国内养殖业龙头温氏股份交出了一份亏损的成绩单。在猪周期仍未见明显拐点、鸡价亦未见明显回暖的双重压力下，温氏股份经营前景依然难言乐观。事实上，受猪价、鸡价齐跌影响，去年，温氏股份业绩就已经高度承压。而在产品价格和营业成本的双重挤压下，该两大业务毛利率均呈大幅下滑趋势。养鸡业务方面，温氏股份表示，公司该业务已具备显著的行业竞争优势。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.stockstar.com/SS2026090700022788.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0012","BK0195","BK0196","BK0194","300498","BK0188","BK0240","BK0187","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665318511","title":"研报掘金丨东海证券：维持温氏股份“买入”评级，猪价走弱盈利筑底，成本优势领先","url":"https://stock-news.laohu8.com/highlight/detail?id=2665318511","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665318511?lang=zh_cn&edition=full","pubTime":"2026-09-07 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17:10","pubTimestamp":1788685827,"startTime":"0","endTime":"0","summary":"东海证券股份有限公司姚星辰近期对温氏股份进行研究并发布了研究报告《公司简评报告：猪价走弱盈利筑底，成本优势领先》，给予温氏股份买入评级。最新盈利预测明细如下：该股最近90天内共有19家机构给出评级，买入评级16家，增持评级3家；过去90天内机构目标均价为18.41。本文数据来源于东海证券股份有限公司，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026090600008342.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300498","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664380445","title":"温氏股份涨6.15%，中邮证券一周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2664380445","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664380445?lang=zh_cn&edition=full","pubTime":"2026-09-04 16:39","pubTimestamp":1788511165,"startTime":"0","endTime":"0","summary":"今日温氏股份涨6.15%，收盘报15.36元。2026年8月28日，中邮证券研究员王琦发布了对温氏股份的研报《猪价低迷拖累业绩表现，成本优势继续夯实》，该研报对温氏股份给出“买入”评级。看好公司发展前景，维持“买入”评级。此外，国金证券研究员张子阳，开源证券研究员陈雪丽近期也对该股发布了研报，同样给出“买入”评级。温氏股份个股概况：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026090400029111.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300498","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664372348","title":"温氏股份（300498）披露第五期限制性股票激励计划首次授予公告，9月1日股价上涨1.19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664372348","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664372348?lang=zh_cn&edition=full","pubTime":"2026-09-01 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11:36","pubTimestamp":1788147371,"startTime":"0","endTime":"0","summary":"证券之星消息，温氏股份08月31日在投资者关系平台上答复投资者关心的问题。贵公司位列创业板指前十五大成分股，围绕投资者关注的问题，想请教：成本叙事是本轮周期能否＂剩者为王＂的核心，请问：1、公司养猪业务PSY现状如何？PSY方面：2025年全年公司PSY约26头；2026年6月已达28.5头，创历史新高。公司力争未来将PSY全面突破32头，达到国际先进水平。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026083100011226.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0240","BK0196","BK0028","BK0195","BK0194","BK0188","BK0187","BK0012","300498"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662060259","title":"中邮证券：给予温氏股份买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2662060259","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662060259?lang=zh_cn&edition=full","pubTime":"2026-08-28 19:53","pubTimestamp":1787918016,"startTime":"0","endTime":"0","summary":"中邮证券有限责任公司王琦近期对温氏股份进行研究并发布了研究报告《猪价低迷拖累业绩表现，成本优势继续夯实》，给予温氏股份买入评级。 猪价有望回升，维持“买入”评级 自2025年下半年起，生猪行业产能持续去化，预计四季度猪价将有所回升，27年进一步改善。看好公司发展前景，维持“买入”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082800048294.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["161027","300498"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662670840","title":"开源证券：给予温氏股份买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2662670840","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662670840?lang=zh_cn&edition=full","pubTime":"2026-08-28 19:39","pubTimestamp":1787917171,"startTime":"0","endTime":"0","summary":"开源证券股份有限公司陈雪丽近期对温氏股份进行研究并发布了研究报告《猪业深亏鸡业对冲，降本与育种蓄力周期回暖》，给予温氏股份买入评级。公司生猪养殖成本稳步下降，肉鸡出栏稳健增长，维持“买入”评级。最新盈利预测明细如下：该股最近90天内共有14家机构给出评级，买入评级11家，增持评级3家；过去90天内机构目标均价为18.94。本文数据来源于开源证券股份有限公司，仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082800045814.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["161027","300498"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662728128","title":"温氏股份（300498）2026年中报简析：净利润同比下降225.65%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662728128","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662728128?lang=zh_cn&edition=full","pubTime":"2026-08-27 06:46","pubTimestamp":1787784402,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期温氏股份发布2026年中报。根据财报显示，温氏股份净利润同比下降225.65%。截至本报告期末，公司营业总收入467.65亿元，同比下降6.24%，归母净利润-43.66亿元，同比下降225.65%。去年的净利率为5.27%，算上全部成本后，公司产品或服务的附加值一般。持有温氏股份最多的基金为消费ETF汇添富，目前规模为143.44亿元，最新净值0.6646，较上一交易日下跌0.06%，近一年下跌23.77%。本文数据来源于温氏股份2026年中报，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082700013366.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300498"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662879792","title":"温氏股份(300498)6月30日股东户数11.48万户，较上期增加31.38%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662879792","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662879792?lang=zh_cn&edition=full","pubTime":"2026-08-26 17:47","pubTimestamp":1787737622,"startTime":"0","endTime":"0","summary":"证券之星消息，近日温氏股份披露，截至2026年6月30日公司股东户数为11.48万户，较3月31日增加2.74万户，增幅为31.38%。在养殖业行业个股中，温氏股份股东户数高于行业平均水平，截至6月30日，养殖业行业平均股东户数为5.9万户。从股价来看，2026年3月31日至2026年6月30日，温氏股份区间跌幅为24.65%，在此期间股东户数增加2.74万户，增幅为31.38%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082600040210.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0012","BK0195","BK0187","BK0028","BK0240","300498","BK0196","BK0188","BK0194"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1789498388661,"stockEarnings":[{"period":"1week","weight":-0.0158},{"period":"1month","weight":0.1128},{"period":"3month","weight":0.2006},{"period":"6month","weight":-0.1111},{"period":"1year","weight":-0.2277},{"period":"ytd","weight":-0.0974}],"compareEarnings":[{"period":"1week","weight":-0.0194},{"period":"1month","weight":-0.016},{"period":"3month","weight":-0.0593},{"period":"6month","weight":-0.0355},{"period":"1year","weight":0.001},{"period":"ytd","weight":-0.0263}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"温氏食品集团股份有限公司","boardCode":"AI0003","boardName":"畜牧业","stockholders":"114847人(较上一季度增加31.38%)","perCapita":"51772股","listingDate":"2015-11-02","address":"广东省云浮市新兴县新城镇东堤北路9号","registeredCapital":"665392万元","survey":" 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