> 数据图表想问下各位网友1.12025-9-11.1利润表：猪价短期承压，降本增效带动25H1板块业绩改善从个股来看，上市猪企25H1盈利表现整体改善，部分猪企利润实现同比数倍乃至数10倍的增长。企业牧原股份温氏股份ST天邦大北农傲农生物唐人神天康生物金新农巨星农牧华统股份新五丰东瑞股份神农集团正邦科技京基智农营业收入（亿元）同比 2025Q234.46% 404.02255.346.66%8.69%22.5066.943.55%-15.01%21.7464.9415.05%10.68%46.6612.0710.38%66.49%20.7221.651.89%18.2514.08%72.30%6.0012.16%13.26112.17% 38.3612.79-11.61%2025H1764.63498.5246.93135.5939.57124.6888.4723.7637.1742.4436.8810.9527.9868.3823.87同比32.06%2.56%-0.79%4.80%-3.29%9.02%10.68%9.58%61.34%-0.19%1.20%68.93%-6.10%115.36%-11.36%环比12.04%5.00%-7.92%-2.49%21.91%8.72%11.63%3.34%25.92%4.11%-2.09%21.41%-9.90%27.75%15.38%2025H1105.3034.753.522.353.61-0.603.38-0.241.810.760.450.033.882.022.26归母净利润（亿元）同比2025Q21169.77%161.77%-58.14%250.93%166.81%-1386.75%22.27%43.74%504.12%163.98%118.32%103.02%212.65%258.18%-3.97%60.3914.732.251.011.420.171.900.020.520.420.260.091.590.311.14同比88.24%-42.53%-5.15%88.53%157.46%-91.53%-14.59%-77.90%-44.66%9.75%248.69%132.89%24.63%139.46%-37.09%环比34.47%-26.39%77.32%-24.84%-34.73%122.23%28.35%108.81%-60.22%22.70%30.55%259.75%-30.48%-81.80%1.82%资料来源：Wind、浙商证券研究所5浙商证券农林牧渔
