华泰证券研报指出，海大集团上半年归母净利润26.4亿元（yoy+24.2%）；其中25Q2归母净利润13.6亿元（yoy+7.3%）。业绩表现在中报业绩预告范围内（25H1归母净利润25~28亿元）。生猪期货套保的盈利和海外饲料业务的高增长仍是公司25H1盈利高增的主要驱动，国内水产料和猪料业务的景气修复值得重视。看好公司饲料主业的国内外共振增长，维持盈利预测；考虑到饲料销量增速好于该行预期，上调目标价至66.4元，维持“买入”评级。
华泰证券研报指出，海大集团上半年归母净利润26.4亿元（yoy+24.2%）；其中25Q2归母净利润13.6亿元（yoy+7.3%）。业绩表现在中报业绩预告范围内（25H1归母净利润25~28亿元）。生猪期货套保的盈利和海外饲料业务的高增长仍是公司25H1盈利高增的主要驱动，国内水产料和猪料业务的景气修复值得重视。看好公司饲料主业的国内外共振增长，维持盈利预测；考虑到饲料销量增速好于该行预期，上调目标价至66.4元，维持“买入”评级。
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