"The pig is periodic " over blast tuyere, breed kind of stock collective to be greeted advocate rise billow and innovate repeatedly tall. But stock of the biggest lukewarm family name of the large family that raise a pig (300498) one quarterly reports however deficit 460 million yuan.
On April 24 evening, wen share is announced 2019 first quarter outstanding achievement, period inside implementation battalion receives thirteen billion nine hundred and seventy-two million yuan, grow 6.22% compared to the same period; Vest in appears on the market the net loss of company shareholder is 460 million yuan, and the corresponding period was net last year 1.408 billion yuan.
Wen share still is in first quarter deficit
Data shows, professional work of pig of flesh of fryer of commodity of the company inside report period, commodity is steady grow, commodity fryer sales volume 184 million, grow 20.1% compared to the same period. Sales volume of commodity flesh pig 5.963 million, grow 19.65% compared to the same period. But, during the sale price of fryer of pig of company commodity flesh, commodity has different level to drop, cause the net profit loss with vest in possessory parent company 460 million yuan, drop compared to the same period range is bigger.
Inside report period, sale price of Huang Yu's fryer suffers market supply demand relations to change and go low continuously, drop compared to the same period 14.78% , the company raises gallinaceous business to manage outstanding achievement to drop considerably compared to the same period. Market of hog of 1-2 month home lasts low fan, add prices of the hog after sufferring the Spring Festival seasonal take small effect, the company raises pig business occurrence loss. In the meantime, the company is inside report period continue comprehensive, increased epidemic situation to prevent systematically accuse strength, increase safety to prevent the relevant investment that charges establishment, cost cost raises somewhat.
Wen share says, sufferred the effect that home market supply demand relations changes March, live pig price appears short time rises quickly, the company raises pig business to begin to enter gain period, but the deficit that whole fails to make up for 1-2 month completely to arise. Inside report period, pig of company commodity flesh is sold all valence is compared on the whole on year the corresponding period drops 4.69% .
Primary share of herd of enterprise of another bibcock that raise a pig (002714) the circumstance also nots allow hopeful. Although its are current,of short duration was not announced first quarter outstanding achievement, but its are premonitory say first quarter deficit 5.2 reach 536 million yuan. And profit of annual company net profit was 520 million yuan last year. This also is meant, predicted to had been dropped fortunately first quarter this year last year the profit of annual.
In addition, share of state of day of the business that raise a pig (002124) first quarter outstanding achievement also deficit: Period inside company implementation battalion receives 1.25 billion yuan, grow 47.6% compared to the same period; But net profit is deficit 340 million yuan. And once appeared " the pig is starved to death " phenomenal Chu Ying farming herd first quarter more predicting deficit 10.2 reach 1.16 billion yuan, and go up gain of year of the corresponding period 360 million yuan.
Bibcock raises pig large family to still be in first quarter continuously deficit, do this have some of suspicion letting a person " is the pig periodic " did the likelihood appear deviation?
But business of much home certificate grinds the view of the newspaper still agrees highly, think to accompany in succession " the pig is periodic " restart, 2 quarters begin pig price " very possible " rise considerably, breed a company to be sold at the appointed time fly to volume price together. Source negotiable securities predicts Shen Mohong, price of live pig of second half of the year will appear 2019 relatively rise substantially, and 12 months control tenability.
Peaceful negotiable securities thinks in, 2018 is pig price the 2nd year when drop, appear entire trade deficit, to 2019 big probability can reach periodic floor. Although was considered as 2019 new round pig is periodic, but the influence of on one round of low ebb however not die.
Li Weiming of red star journalist
Partial plan occupies Oriental IC
Edit Zhang Chao
