研报掘金丨国盛证券：维持海大集团“买入”评级，分拆上市助力海外业务快速发展

中金财经2025-10-21

国盛证券研报指出，海大集团2025年第三季度实现归母净利润15.04亿元，同比增长0.34%，扣非净利润15.23亿元，同比增长2.49%。业绩符合预期，饲料主业销量实现较好增长。展望未来，公司将紧咬战略目标2030年达到5150万吨销售总量，稳步提升国内产能利用率和市场份额，进一步加快海外饲料业务的拓展，目标清晰，可兑现度高。生猪养殖业务稳健推进。同时公司拟将控股子公司海大控股分拆至香港联交所...

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