600073 光明肉业
交易中 09-19 09:37:26
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每周股票复盘：光明肉业（600073）将召开2025年半年度业绩说明会
证券之星 · 09-06
每周股票复盘：光明肉业（600073）将召开2025年半年度业绩说明会
每周股票复盘：光明肉业（600073）股东户数下降8.59%，中报净利降30.52%
证券之星 · 08-31
每周股票复盘：光明肉业（600073）股东户数下降8.59%，中报净利降30.52%
光明肉业（600073）2025年中报简析：增收不增利，公司应收账款体量较大
证券之星 · 08-30
光明肉业（600073）2025年中报简析：增收不增利，公司应收账款体量较大
图解光明肉业中报：第二季度单季净利润同比下降93.28%
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下降93.28%
每周股票复盘：光明肉业（600073）子公司河北众旺农牧涉及多项债务诉讼
证券之星 · 08-23
每周股票复盘：光明肉业（600073）子公司河北众旺农牧涉及多项债务诉讼
光明肉业股价微涨0.13% 子公司涉多起债务诉讼
金融界 · 08-21
光明肉业股价微涨0.13% 子公司涉多起债务诉讼
每周股票复盘：光明肉业（600073）完成董事会换届及高管聘任
证券之星 · 08-16
每周股票复盘：光明肉业（600073）完成董事会换届及高管聘任
食品饮料行业报告：肉奶共振 牧业迎来周期性机会
财通证券股份有... · 08-10
食品饮料行业报告：肉奶共振 牧业迎来周期性机会
每周股票复盘：光明肉业（600073）召开2025年第二次临时股东大会，多项议案高票通过
证券之星 · 08-09
每周股票复盘：光明肉业（600073）召开2025年第二次临时股东大会，多项议案高票通过
光明肉业：审议通过修订公司章程、续聘会计师事务所及选举董事等议案
公司公告 · 08-07
光明肉业：审议通过修订公司章程、续聘会计师事务所及选举董事等议案
每周股票复盘：光明肉业（600073）召开2025年第二次临时股东大会
证券之星 · 08-02
每周股票复盘：光明肉业（600073）召开2025年第二次临时股东大会
食品饮料行业上市公司董秘PK：燕塘乳业董秘李春锋大幅加薪 从70.4万涨至122.99万元
新浪证券 · 07-31
食品饮料行业上市公司董秘PK：燕塘乳业董秘李春锋大幅加薪 从70.4万涨至122.99万元
预制菜概念盘中拉升，中水渔业涨停
市场透视 · 07-30
预制菜概念盘中拉升，中水渔业涨停
猪肉概念盘中拉升，光明肉业涨6.17%
市场透视 · 07-30
猪肉概念盘中拉升，光明肉业涨6.17%
猪肉概念盘中跳水，禾丰股份跌0.69%
市场透视 · 07-29
猪肉概念盘中跳水，禾丰股份跌0.69%
光明肉业：续聘立信会计师事务所（特殊普通合伙）为2025年度审计机构
公司公告 · 07-22
光明肉业：续聘立信会计师事务所（特殊普通合伙）为2025年度审计机构
光明肉业：李俊龙、汪丽丽、杨帆、陈林国为董事候选人
财中社 · 07-22
光明肉业：李俊龙、汪丽丽、杨帆、陈林国为董事候选人
民生证券：首予光明肉业“推荐”评级，牛周期向上重视经营拐点
金融界 · 07-17
民生证券：首予光明肉业“推荐”评级，牛周期向上重视经营拐点
食品饮料行业大众品Q2业绩前瞻及中期策略报告：新消费重构投资范式 传统消费循势待时
浙商证券 · 07-14
食品饮料行业大众品Q2业绩前瞻及中期策略报告：新消费重构投资范式 传统消费循势待时
每周股票复盘：光明肉业（600073）每股派发现金红利0.07元
证券之星 · 07-05
每周股票复盘：光明肉业（600073）每股派发现金红利0.07元
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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、罐头食品、蜂蜜、奶糖、保健酒、味精、饮用水等。公司主要品牌“梅林”为老字号品牌，以梅林肉类罐头为主的产品在国内肉类罐头市场占有率接近三分之二，是中国肉类罐头行业的龙头企业。
发行价格：
4.00
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02:25","pubTimestamp":1757183115,"startTime":"0","endTime":"0","summary":"截至2025年9月5日收盘，光明肉业报收于7.17元，较上周的7.52元下跌4.65%。本周关注点公司公告汇总：光明肉业将于2025年9月5日召开2025年半年度业绩说明会。上海光明肉业集团股份有限公司将于2025年9月5日（星期五）下午15:00-16:30通过全景网“投资者关系互动平台”召开2025年半年度业绩说明会，以网络互动方式就公司经营情况与投资者进行交流。公司已于2025年8月30日披露2025年半年度报告。","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/RB2025090700000407.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0238","BK0020","600073","BK0184","BK0188","BK0226","BK0028","BK0195"],"gpt_icon":0},{"id":"2563183309","title":"每周股票复盘：光明肉业（600073）股东户数下降8.59%，中报净利降30.52%","url":"https://stock-news.laohu8.com/highlight/detail?id=2563183309","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2563183309?lang=zh_cn&edition=full","pubTime":"2025-08-31 08:46","pubTimestamp":1756601170,"startTime":"0","endTime":"0","summary":"截至2025年8月29日收盘，光明肉业报收于7.52元，较上周的7.63元下跌1.44%。业绩披露要点：2025年中报归母净利润1.76亿元，同比下降30.52%。公司公告汇总：董事会审议通过2025年半年度报告及增加日常关联交易预计额度议案。股本股东变化股东户数变动截至2025年6月30日，光明肉业股东户数为4.36万户，较3月31日减少4094.0户，减幅8.59%。","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/RB2025083100002706.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":["BK0020","BK0226","BK0028","BK0184","600073","BK0188","BK0238","BK0195"],"gpt_icon":0},{"id":"2563988051","title":"光明肉业（600073）2025年中报简析：增收不增利，公司应收账款体量较大","url":"https://stock-news.laohu8.com/highlight/detail?id=2563988051","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2563988051?lang=zh_cn&edition=full","pubTime":"2025-08-31 06:02","pubTimestamp":1756591320,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期光明肉业发布2025年中报。截至本报告期末，公司营业总收入120.7亿元，同比上升4.03%，归母净利润1.76亿元，同比下降30.52%。本报告期光明肉业公司应收账款体量较大，当期应收账款占最新年报归母净利润比达808.39%。本次财报公布的各项数据指标表现一般。筹资活动产生的现金流量净额变动幅度为43.01%,原因:本期归还银行借款金额低于上年同期。","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/RB2025083100000996.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","BK0226","600073","BK0238","BK0028","BK0195","BK0184","BK0188"],"gpt_icon":0},{"id":"2563076834","title":"图解光明肉业中报：第二季度单季净利润同比下降93.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2563076834","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2563076834?lang=zh_cn&edition=full","pubTime":"2025-08-30 01:56","pubTimestamp":1756490177,"startTime":"0","endTime":"0","summary":"证券之星消息，光明肉业2025年中报显示，公司主营收入120.7亿元，同比上升4.03%；归母净利润1.76亿元，同比下降30.52%；扣非净利润1.69亿元，同比下降3.86%；其中2025年第二季度，公司单季度主营收入59.15亿元，同比下降0.2%；单季度归母净利润1034.8万元，同比下降93.28%；单季度扣非净利润585.14万元，同比下降92.47%；负债率51.11%，投资收益5491.16万元，财务费用9055.92万元，毛利率11.91%。","market":"fut","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/RB2025083000005096.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":["600073"],"gpt_icon":0},{"id":"2561523024","title":"每周股票复盘：光明肉业（600073）子公司河北众旺农牧涉及多项债务诉讼","url":"https://stock-news.laohu8.com/highlight/detail?id=2561523024","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2561523024?lang=zh_cn&edition=full","pubTime":"2025-08-24 03:43","pubTimestamp":1755978192,"startTime":"0","endTime":"0","summary":"本周关注点公司公告汇总：河北众旺农牧科技有限公司涉及多个债务诉讼案件，累计查封资产作价超过3000万元公司公告汇总光明肉业关于子公司河北众旺农牧科技有限公司债务事项的公告。河北稳正建筑工程有限公司2025年案件：河北众旺需支付工程款255,554.42元及利息，查封空调及办公家具等资产拍卖所得1,417,961元抵偿。","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/RB2025082400000651.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":["BK0195","BK0028","600073","BK0188","BK0238","BK0184","BK0226","BK0020"],"gpt_icon":0},{"id":"2561275461","title":"光明肉业股价微涨0.13% 子公司涉多起债务诉讼","url":"https://stock-news.laohu8.com/highlight/detail?id=2561275461","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2561275461?lang=zh_cn&edition=full","pubTime":"2025-08-21 19:06","pubTimestamp":1755774407,"startTime":"0","endTime":"0","summary":"光明肉业最新股价报7.79元，较前一交易日上涨0.01元。公司主营业务为生猪养殖、屠宰加工及肉制品生产销售，是上海地区重要的肉类食品供应商。最新公告显示，公司子公司河北众旺涉及多起建设工程施工合同纠纷，合计金额约3.6亿元，占公司最近一期经审计归母净资产的7.35%。其中单笔最大涉案金额达3428万元，相关资产已被查封。公司表示债务事项对利润影响尚不确定。资金流向方面，当日主力资金净流入104.6万元，近五个交易日累计净流入250.35万元。","market":"sh","thumbnail":"","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.jrj.com.cn/2025/08/21190652593738.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":"jinrongjie_stock","symbols":["600073","BK0184","BK0020","BK0028","BK0195","BK0238","BK0188","BK0226"],"gpt_icon":0},{"id":"2560658926","title":"每周股票复盘：光明肉业（600073）完成董事会换届及高管聘任","url":"https://stock-news.laohu8.com/highlight/detail?id=2560658926","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2560658926?lang=zh_cn&edition=full","pubTime":"2025-08-17 05:49","pubTimestamp":1755380952,"startTime":"0","endTime":"0","summary":"截至2025年8月15日收盘，光明肉业报收于7.65元，较上周的7.86元下跌2.67%。本周关注点公司公告汇总：光明肉业完成第十届董事会选举及高管聘任，李俊龙当选董事长并担任总裁。光明肉业还选举产生了第十届董事会的职工代表董事，方霞女士当选，任期至第十届董事会届满之日止。2025年8月7日，光明肉业召开了2025年第二次临时股东大会，选举产生了第十届董事会，包括4名非独立董事、4名独立董事和1名职工代表董事。","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/RB2025081700000956.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0188","BK0226","BK0184","BK0020","BK0028","BK0238","600073","BK0195"],"gpt_icon":0},{"id":"2558888630","title":"食品饮料行业报告：肉奶共振 牧业迎来周期性机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2558888630","media":"财通证券股份有...","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2558888630?lang=zh_cn&edition=full","pubTime":"2025-08-11 00:00","pubTimestamp":1754841600,"startTime":"0","endTime":"0","summary":"投资建议：我们认为肉奶双周期共振下牧业迎来周期性机会：1）原奶周期进入尾声，奶价下跌边际放缓，供给端存栏去化叠加需求端改善预期，预计2026 年可迎来拐点；2）肉牛周期触底反弹，牛肉价格上行有望加速牧业淘牛，同时也利好牧企现金流及利润改善。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250811152519974060f0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:10","pubTimestamp":1754557810,"startTime":"0","endTime":"0","summary":"光明肉业公告，2025年第二次临时股东大会于8月7日召开，审议通过了关于修订公司章程及相关制度、续聘会计师事务所、授权第十届董事会设立专门委员会以及选举第十届董事会董事和独立董事等11项议案。出席会议股东持股38427.465万股，占公司有表决权股份总数的40.9793%。律师确认会议合法有效。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807171909a47a993a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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上海光明肉业集团股份有限公司将于2025年8月7日召开2025年第二次临时股东大会公司公告汇总上海光明肉业集团股份有限公司将于2025年8月7日下午2点在杨浦区济宁路18号召开2025年第二次临时股东大会。股东大会决议将根据公司章程和议事规则作出。","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/RB2025080300000641.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","BK0226","BK0184","BK0020","BK0028","BK0238","600073","BK0195"],"gpt_icon":0},{"id":"2555400283","title":"食品饮料行业上市公司董秘PK：燕塘乳业董秘李春锋大幅加薪 从70.4万涨至122.99万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2555400283","media":"新浪证券","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2555400283?lang=zh_cn&edition=full","pubTime":"2025-07-31 15:53","pubTimestamp":1753948380,"startTime":"0","endTime":"0","summary":"去年有48家公司董秘薪酬在上涨，其中薪酬增加额度最高的是燕塘乳业的李春锋，从70.4万涨至122.99万元。从薪酬来看，A股食品饮料行业董秘薪酬总金额为9720.97万元，比上年增加237.08万元。薪酬均值为76.54万元。有30家公司董秘薪酬在减少，薪酬金额下降最多的是光明肉业董秘何茹，从前一年164.44万元降至72.64万元，下降了91.8万元。排在何茹之后的是舍得酒业董秘张伟，从2023年的197.75万元降至130.63万元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250731155424a46d07a2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:02","pubTimestamp":1753851773,"startTime":"0","endTime":"0","summary":"07月30日，预制菜概念盘中拉升，截至13点02分，预制菜概念整体指数上涨1.04%，报821.900点。从个股上来看，该概念的成分股中，中水渔业涨停，光明肉业、浙江东日2只股涨幅超过5%。从资金上来看，截止发稿，预制菜概念主力净流入为3.21亿，其中通威股份受到资金热捧，主力净流入2.38亿；拉长时间线来看，该板块近20日主力资金净流入-34.87亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507301302539726fd72&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:54","pubTimestamp":1753754060,"startTime":"0","endTime":"0","summary":"07月29日，猪肉概念盘中跳水，截至09点54分，猪肉概念整体指数下跌1.05%，报1581.480点。从个股上来看，该概念的成分股中，禾丰股份跌0.69%，光明肉业、顺鑫农业、广弘控股跌幅居前。从资金上来看，截止发稿，猪肉概念主力净流入为-1.64亿，其中海大集团受到资金热捧，主力净流入1464.35万；拉长时间线来看，该板块近20日主力资金净流入-31.83亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072909542094c06e0b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:31","pubTimestamp":1753191062,"startTime":"0","endTime":"0","summary":"光明肉业公告，拟续聘立信会计师事务所（特殊普通合伙）为公司2025年度财务报告及内部控制的审计机构，审计收费为258万元。该议案已获董事会审议通过，尚需提交股东大会审议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723055619a6bbbae0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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