Perfil da empresa · Consumer Defensive

Guangdong Haid Group Co Ltd

002311 · Shenzhen
Indústria
饲料与动物营养
Bolsa
Shenzhen
País / Região
China
Data do IPO
27 de novembro de 2009
Funcionários
44.176
Site
www.haid.com.cn
Preço na publicação
¥46.24
fechamento de 31 de agosto de 2026
Compra justa
≤ ¥33
Entrada com margem de segurança
Pontuação de Crescimento Baillie
47/100
Fraco
Buffett Score
71/100
Forte
Valor intrínseco · Faixa em três níveis Preço na publicação ¥46.24 · Dentro da faixa de valor intrínseco justo

Faixa de valuation composta · conservador ¥30–¥33 / justo ¥45–¥61 / otimista ¥74–¥80. Ao preço de publicação de ¥46.24 (31 de agosto de 2026), Dentro da faixa de valor intrínseco justo.

Resumo financeiro
Valor de mercadoCN¥ 69,59 bi
Receita (TTM)CN¥ 133,88 bi
EBITDACN¥ 6,27 bi
Margem líquida2,43%
ROE13,78%
P/L (TTM)21,43
P/L projetado20,62
PEG0,54
LPACN¥ 1,96
Dividend yield2,55%
Faixa de 52 semanasCN¥ 40,32 – CN¥ 62,29

Dados da EODHD, apresentados na moeda de reporte; apenas para referência, não constitui recomendação de investimento.

Sobre a empresa

Guangdong Haid Group Co., Limited, together with its subsidiaries, research, develops, designs, produces, sells, and services animal feed products in China and internationally. The company operates through Feed, Animal Health, Aquaculture, and Trading segments. It offers animal feeds, such as pig, chicken, shrimp, duck, fish feed, and premix; shrimp and freshwater cultured seedlings; animal healthcare and vaccines, including biological vaccines, veterinary drugs, environmental improvement agents, animal microecological agents, nutritional immunity products, and traditional Chinese medicine preparations; farming of pigs, fish, and white-leg shrimp; and safe food products. Guangdong Haid Group Co., Limited was incorporated in 1998 and is headquartered in Guangzhou, China. Guangdong Haid Group Co., Limited operates as a subsidiary of Guangzhou Haihao Investment Co., Ltd.

Contexto

História

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Posição no setor

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Análises sobre este ativo
47/100 Manter Haid Group: Feed Gross Profit Rose CNY 0.55 Billion, Farming Gross Profit Fell CNY 1.46 Billion, and CNY 46.24 Offers No Conservative Margin of Safety Haid Group is an integrated Chinese animal-nutrition group built around feed, seedstock, animal health and on-farm technical service, selling 14.78 million tonnes of external feed in H1 2026. Attributable profit fell 38.95% to CNY 1.611 billion and adjusted profit fell 50.81%, but the segment bridge shows farming gross profit dropping about CNY 1.46 billion while feed gross profit rose about CNY 0.55 billion, so the damage was a hog-cycle event rather than a break in the feed franchise. Rating Hold: at CNY 46.24 the shares sit inside the CNY 45 to 61 acceptable-hold band but well above the CNY 37 to 42 conservative value, with the ideal buy zone at CNY 30 to 33 and no conservative margin of safety today. Guangdong Haid Group Co., Ltd.002311 · Shenzhen饲料与动物营养31 de agosto de 2026