中粮肉食(01610.HK)上半年营收增34.9%至44.03亿元盒装猪肉增72.2%至1320万盒
格隆汇8月27日丨中粮肉食(01610.HK)公布2019上半年业绩，集团营业收入为44.03亿元，同比增长34.9%；在生物资产公允价值调整前，集团期内亏损2.76亿元，而去年同期收益为1100万元。
分业务来看：(1)生猪养殖分部亏损4.36亿元，非洲猪瘟导致猪价低迷、公司加大生物安全防控投入等因素对养殖业绩产生一定影响；(2)生鲜猪肉分部业绩溢利5300万元，品牌业务收入占比进一步提升；(3)肉制品业务分部溢利250万元，渠道转型持续推进；(4)肉类进口业务分部溢利3700万元，进口业务规模显着增长。
公司高度重视非洲猪瘟防控，对设施设备进行全面升级改造：
车辆方面，在已有清洗消毒站、生猪转运站的基础上，于各饲料厂、猪场门卫房新增清洗消毒烘乾房，饲料车、猪车经过彻底洗消烘乾及检测后方能进入。人员方面，所有人员入场前需严格执行场外隔离，检测合格后在养殖场生活区二次隔离后方可进入生产区。物资方面，建设区域中转库房，所有物资集中收货、拆包、熏蒸，专车配送至猪场，使用前两次熏蒸。饲料厂方面，对进入饲料厂的所有物料批批检测；原料车与成品饲料车进出通道分开；全部采购烘乾玉米，禁用猪源性原料；饲料加工过程85°C高温制粒，成品出料环节增加后熟化装置。
2019年上半年，公司生猪出栏量145.1万头，同比增长15.2%，商品大猪出栏均重105.4公斤/头。公司加快新场建设和投产进度，截至2019年6月底已建成生猪养殖产能463.8万头，较年初增加54.9万头，新场均已投放母猪。下半年将按计划继续扩大母猪群体，保障后续出栏量。公司生鲜肉和肉制品在2019年上半年政府所有批次的抽检中全部合格。
2019年上半年，公司适当增加猪肉库存，生鲜猪肉销量8.6万吨，同比小幅下滑6.0%，其中品牌猪肉销量1.9万吨，同比基本稳定。品牌生鲜收入增长15.8%达4.51亿元，品牌生鲜收入占比同比提高1.2个百分点至31.3%2019年上半年，生鲜猪肉分部产能利用率已达91.9%，同比提高7.6个百分点。
公司继续大力打造盒装猪肉超级单品，2019年上半年销量1320万盒，同比增加72.2%，日均销量突破7.3万盒。公司与新零售渠道深度合作，盒装猪肉已进驻某中高端生鲜电商全国69家门店，安全、新鲜、便捷、精分割的产品特质深受消费者欢迎。
2019年上半年，在国内肉类供应偏紧的趋势下，公司继续深化全品类、多国别的采购体系，扩大进口来源。上半年实现分部销量5.9万吨，同比增长42.5%，其中牛肉销量3.1万吨，同比增长129.1%；分部收入16.94亿元，同比增长76.6%。
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