研报掘金丨华安证券：维持海大集团“买入”评级全年增量目标有望上修

格隆汇2025-07-30

华安证券研报指出，海大集团1H2025归母净利润26.4亿元，同比增长24.2%。1H2025公司饲料销量约1,470万吨（含内销105万吨），同比增长约25%，饲料外销增量约284万吨，已接近全年300万吨以上增量目标，全年增量目标有望上修，其中，海外饲料销量同比快速增长40%；与此同时，公司生猪出栏量稳步增长，生猪养殖风险可控且盈利丰厚。预计2025-2027年公司饲料外销量分别达到2881...

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研报掘金丨华安证券：维持海大集团“买入”评级 全年增量目标有望上修

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研报掘金丨华安证券：维持海大集团“买入”评级全年增量目标有望上修