600073 光明肉业
已收盘 09-04 15:00:00
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创新“商业+公益”新模式，光明肉业旗下上海爱森携手轻工物业新华路慈善超市开业
证券之星 · 09-03 19:42
创新“商业+公益”新模式，光明肉业旗下上海爱森携手轻工物业新华路慈善超市开业
光明肉业（600073）披露2026年半年度报告，8月31日股价上涨2.7%
证券之星 · 08-31
光明肉业（600073）披露2026年半年度报告，8月31日股价上涨2.7%
每周股票复盘：光明肉业（600073）Q2归母净利润同比增451.38%
证券之星 · 08-30
每周股票复盘：光明肉业（600073）Q2归母净利润同比增451.38%
光明肉业（600073）2026年中报简析：增收不增利
证券之星 · 08-30
光明肉业（600073）2026年中报简析：增收不增利
图解光明肉业中报：第二季度单季净利润同比增长451.38%
证券之星 · 08-29
图解光明肉业中报：第二季度单季净利润同比增长451.38%
有酒有肉，潮启新境：光明肉业携手光明酒业打造沉浸式餐酒体验
证券之星 · 08-28
有酒有肉，潮启新境：光明肉业携手光明酒业打造沉浸式餐酒体验
股市必读：光明肉业（600073）8月27日董秘有最新回复
证券之星 · 08-28
股市必读：光明肉业（600073）8月27日董秘有最新回复
光明肉业：关联交易定价办法详见公司于2026年3月31日披露的《关于2026年度预计日常关联交易的公告》中“三、关联交易主要内容和定价政策”部分
证券之星 · 08-24
光明肉业：关联交易定价办法详见公司于2026年3月31日披露的《关于2026年度预计日常关联交易的公告》中“三、关联交易主要内容和定价政策”部分
光明肉业：公司和大股东均十分重视光明农牧资产优化相关事项
证券之星 · 08-24
光明肉业：公司和大股东均十分重视光明农牧资产优化相关事项
光明肉业：昆明冠生园并非公司的子公司
证券之星 · 08-24
光明肉业：昆明冠生园并非公司的子公司
每周股票复盘：光明肉业（600073）拟接受2亿元财务资助
证券之星 · 08-09
每周股票复盘：光明肉业（600073）拟接受2亿元财务资助
股市必读：光明肉业新发布《光明肉业关于接受关联方财务资助的公告》
证券之星 · 08-05
股市必读：光明肉业新发布《光明肉业关于接受关联方财务资助的公告》
光明肉业（600073）披露接受关联方财务资助公告，8月3日股价上涨0.76%
证券之星 · 08-03
光明肉业（600073）披露接受关联方财务资助公告，8月3日股价上涨0.76%
光明肉业：上半年部分业务板块经营承压
证券之星 · 08-03
光明肉业：上半年部分业务板块经营承压
光明肉业：公司针对应收账款的管理已建立全流程风险管控体系
证券之星 · 08-03
光明肉业：公司针对应收账款的管理已建立全流程风险管控体系
光明肉业：生猪养殖板块资产优化处于研究论证阶段
证券之星 · 08-03
光明肉业：生猪养殖板块资产优化处于研究论证阶段
光明肉业：关于上海证券交易所有关2025年年度报告的信息披露监管问询函的回复公告
证券之星 · 07-23
光明肉业：关于上海证券交易所有关2025年年度报告的信息披露监管问询函的回复公告
光明肉业：光明品牌冷饮系光明乳业股份有限公司下属子公司上海益民食品一厂有限公司旗下产品
证券之星 · 07-23
光明肉业：光明品牌冷饮系光明乳业股份有限公司下属子公司上海益民食品一厂有限公司旗下产品
光明肉业：这些公司均是为光明农牧养殖场配套处理粪污的服务商
证券之星 · 07-23
光明肉业：这些公司均是为光明农牧养殖场配套处理粪污的服务商
光明肉业：持续推进降低养殖成本相关举措
证券之星 · 07-23
光明肉业：持续推进降低养殖成本相关举措
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公司概况
公司名称：
上海光明肉业集团股份有限公司
所属行业：
食品制造业
上市日期：
1997-07-04
主营业务：
上海光明肉业集团股份有限公司的主营业务是猪肉、牛羊肉类食品及品牌休闲类食品的开发、生产和销售。公司的主要产品是猪肉、牛肉、羊肉、罐头、蜂蜜、奶糖、保健酒、味精、烘焙食品、饮用水。
发行价格：
4.00
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2026-09-07。","floatMarketCap":5420000000},"requestUrl":"/m/hq/s/600073","defaultTab":"news","newsList":[{"id":"2664747518","title":"创新“商业+公益”新模式，光明肉业旗下上海爱森携手轻工物业新华路慈善超市开业","url":"https://stock-news.laohu8.com/highlight/detail?id=2664747518","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664747518?lang=zh_cn&edition=full","pubTime":"2026-09-03 19:42","pubTimestamp":1788435756,"startTime":"0","endTime":"0","summary":"8月18日，由光明肉业旗下上海爱森、轻工物业携手新华路街道共同打造的新华路街道慈善超市正式开业。区别于传统爱森优选门店，这家慈善超市采用“商业+公益”双轨运营模式。新华路街道慈善超市的落地，不仅补齐周边社区生鲜便民消费场景，同时探索出可持续的商业公益融合样本。光明肉业旗下上海爱森也将持续探索社区商业创新路径，进一步拓展民生服务边界，把品质食材与公益温度送到更多社区居民身边。","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://news.stockstar.com/IG2026090300037871.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":["BK0020","600073","03913","BK1229","BK1542","BK0195","BK0226","BK0188","BK1258","BK0238","BK0184","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663712210","title":"光明肉业（600073）披露2026年半年度报告，8月31日股价上涨2.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2663712210","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663712210?lang=zh_cn&edition=full","pubTime":"2026-08-31 18:03","pubTimestamp":1788170593,"startTime":"0","endTime":"0","summary":"截至2026年8月31日收盘，光明肉业报收于5.71元，较前一交易日上涨2.7%，最新总市值为53.54亿元。该股当日开盘5.62元，最高5.75元，最低5.56元，成交额达1.58亿元，换手率为2.98%。近日，光明肉业披露《2026年半年度报告》。公告显示，公司总资产为14,100,147,652.43元，较上年度末减少3.80%；归属于上市公司股东的净资产为4,695,022,402.94元，较上年度末增长0.06%。经营活动产生的现金流量净额为-62,696,194.27元，同比减少169.11%。","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/RB2026083100025849.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0188","BK0020","BK0238","BK0226","BK0028","BK0195","BK0184","600073"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663045862","title":"每周股票复盘：光明肉业（600073）Q2归母净利润同比增451.38%","url":"https://stock-news.laohu8.com/highlight/detail?id=2663045862","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663045862?lang=zh_cn&edition=full","pubTime":"2026-08-30 09:03","pubTimestamp":1788051790,"startTime":"0","endTime":"0","summary":"截至2026年8月28日收盘，光明肉业报收于5.56元，较上周的5.27元上涨5.5%。其中，2026年第二季度单季度主营收入66.54亿元，同比上升12.48%；单季度归母净利润5705.63万元，同比上升451.38%；单季度扣非净利润5222.63万元，同比上升792.54%。公司因生猪市场价格下跌，下属养殖及屠宰板块部分存货计提资产减值准备合计23,723万元，将减少合并报表利润总额23,723万元，减少归母净利润12,243万元。","market":"hk","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/RB2026083000004502.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":["600073"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663642048","title":"光明肉业（600073）2026年中报简析：增收不增利","url":"https://stock-news.laohu8.com/highlight/detail?id=2663642048","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663642048?lang=zh_cn&edition=full","pubTime":"2026-08-30 06:02","pubTimestamp":1788040934,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期光明肉业发布2026年中报。根据财报显示，光明肉业增收不增利。截至本报告期末，公司营业总收入128.23亿元，同比上升6.24%，归母净利润1.07亿元，同比下降39.4%。本次财报公布的各项数据指标表现一般。财报体检工具显示：建议关注公司现金流状况建议关注公司债务状况建议关注财务费用状况建议关注公司应收账款状况本文数据来源于光明肉业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":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026083000001830.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":["BK0028","BK0226","BK0020","BK0184","BK0195","BK0238","600073","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663183610","title":"图解光明肉业中报：第二季度单季净利润同比增长451.38%","url":"https://stock-news.laohu8.com/highlight/detail?id=2663183610","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663183610?lang=zh_cn&edition=full","pubTime":"2026-08-29 01:38","pubTimestamp":1787938729,"startTime":"0","endTime":"0","summary":"证券之星消息，光明肉业2026年中报显示，上半年度公司主营收入128.23亿元，同比上升6.24%；归母净利润1.07亿元，同比下降39.4%；扣非净利润9805.09万元，同比下降42.12%；其中2026年第二季度，公司单季度主营收入66.54亿元，同比上升12.48%；单季度归母净利润5705.63万元，同比上升451.38%；单季度扣非净利润5222.63万元，同比上升792.54%；负债率57.56%，投资收益6777.82万元，财务费用-1857.46万元，毛利率11.09%。财报数据概要请见下图:本文数据来源于光明肉业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/RB2026082900004746.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":["600073"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662056150","title":"有酒有肉，潮启新境：光明肉业携手光明酒业打造沉浸式餐酒体验","url":"https://stock-news.laohu8.com/highlight/detail?id=2662056150","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662056150?lang=zh_cn&edition=full","pubTime":"2026-08-28 11:41","pubTimestamp":1787888484,"startTime":"0","endTime":"0","summary":"本届展会由CWS主办，上海市糖业烟酒（集团）有限公司协办，光明肉业与光明酒业倾情赞助，以“缤纷流年”为主题，汇聚全球超过200家品牌，参展酒水品类达15大类。在这场年度潮流盛事中，光明肉业携旗下上海梅林、上海爱森、联豪、大白兔、冠生园蜂蜜、正广和及华佗等品牌矩阵首次深度参与，与光明酒业携手打造了多个沉浸式展区，将“有酒有肉”的餐酒融合体验带入展会现场，成为本届WhiskyL!","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://news.stockstar.com/IG2026082800024771.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":["BK0188","BK0195","BK0238","BK0028","BK0020","BK0226","600073","BK0184"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662016039","title":"股市必读：光明肉业（600073）8月27日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2662016039","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662016039?lang=zh_cn&edition=full","pubTime":"2026-08-28 06:54","pubTimestamp":1787871253,"startTime":"0","endTime":"0","summary":"截至2026年8月27日收盘，光明肉业报收于5.48元，上涨2.05%，换手率1.86%，成交量17.48万手，成交额9549.58万元。董秘最新回复投资者： 董秘，你好。现在江苏的生猪养殖圈已经传开了，光明农牧解散1000名员工、减产90%。公司目前暂无应披露而未披露的重大事项。包括光明农牧的相关事项在内，公司严格按照相关信披要求履行信息披露义务，请您以公司在指定媒体发布的公告为准。当日关注点交易信息汇总：8月27日主力资金净流出180.47万元，占总成交额1.89%。","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/RB2026082800013424.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":["BK0020","BK0028","BK0184","BK0188","BK0195","BK0238","600073","BK0226"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661922744","title":"光明肉业：关联交易定价办法详见公司于2026年3月31日披露的《关于2026年度预计日常关联交易的公告》中“三、关联交易主要内容和定价政策”部分","url":"https://stock-news.laohu8.com/highlight/detail?id=2661922744","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661922744?lang=zh_cn&edition=full","pubTime":"2026-08-24 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17:57","pubTimestamp":1787565464,"startTime":"0","endTime":"0","summary":"投资者提问：董秘您好，咨询冠生园相关业务：1、冠生园蝴蝶酥、桃酥、各类现烤糕点、大白兔系列烘焙产品，是否全部属于上市公司体系内资产；昆明冠生园业务是否纳入合并报表？您提到的昆明冠生园并非公司的子公司。冠生园的糕点烘焙业务为其为丰富产品线、拓宽销售渠道、创新门店现制现售新经营形态的举措，烘焙产品占其总营收的比例很小。感谢您对光明肉业的关注。","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://stock.stockstar.com/RB2026082400025220.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":["600073","BK0195","BK0020","BK0028","BK0226","BK0238","BK0184","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658751766","title":"每周股票复盘：光明肉业（600073）拟接受2亿元财务资助","url":"https://stock-news.laohu8.com/highlight/detail?id=2658751766","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658751766?lang=zh_cn&edition=full","pubTime":"2026-08-09 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