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中粮肉食(1610.HK)放榜后再度跌3.86% 生物资产同比下降幅度较大
格隆汇 08-28 12:41
格隆汇8月28日丨昨日午间公布了业绩的中粮肉食(1610.HK)继昨日收跌6%后,今日再度下跌,半日收报2.24港元,跌3.86%,暂成交5512万港元,最新总市值87.4亿港元。该股年内累涨幅度虽然高达54%,但从季度走势看,该股在一季度上涨后,二季度和三季度股价分别跌8.7%和13%,也就是说该股股价实际上的走势和生猪价格走势是背离的。公司财报显示,上半年营收44.03亿元,同比增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。值得注意的是,上半年生猪养殖分部亏损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。还值得重点注意的是,公司非流动资产和流动资产项下的生物资产分别同比下降42.7%和27.3%,市场担忧公司下半年的出栏量或会明显减少。
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