正邦科技(002157.SZ)半年度淨虧損擴大43.98%至2.75億元
格隆匯8月21日丨正邦科技(002157.SZ)發佈2019年半年度報告，實現營業收入113.77億元，同比下降6.91%；歸屬於上市公司股東的淨虧損2.75億元，同比擴大43.98%；基本每股虧損0.11元。
飼料業務
報告期內，受非洲豬瘟疫情影響，大量生豬養殖企業及中小養殖户減少存欄甚至退出市場，導致豬飼料市場需求疲軟，競爭加劇。公司堅持以豬料為主的發展方向不動搖，通過組織機制和業務流程優化，控制成本提高效率；營銷策略上，公司不斷優化區域組織，對重點區域加大扶持力度，以區域為最小作戰單元，設置PK賽馬機制，有效提升團隊作戰氣勢；在提升銷量方面，推動以增量為核心的系列營銷考核方案。在提升效率降低成本方面，不斷優化採購、質控、物流、研發等服務營銷的後台部門業務流程，提升工作效率，降低運營成本。報告期內，公司豬料產品毛利率較上年同期提升0.47個百分點，但受市場低迷影響，豬料產品銷量仍同比下降22.63%。
養殖業務
報告期內，公司繼續堅持以輕資產模式，做強做大生豬養殖產業，不斷鞏固和優化“公司+農户”業務模式，釋放產能，生豬出欄量309.36萬頭，同比增長24.65%。上半年，公司養殖事業部以增量和降本考核激勵為主，推進總獎金包、存量增量PK、跟投等激勵機制，把更多資源和獎勵向一線的優秀團隊和個人傾斜，提升精細化管理水平，促成養殖成本下降。受到國內非洲豬瘟疫情嚴峻形勢影響，公司持續提升生物安全硬件基礎設施的改造，強化物品、人員的管理，加大生物安全防控成本的投入。由於2019年一季度生豬銷售價格較低，二季度起生豬價格才逐步上漲，導致上半年綜合毛利率水平較低。
獸藥業務
報告期內，在國內生豬存欄持續下滑的情況下，公司積極調整區域、產品、客户結構；重點打造湖南、江蘇、河北市場，抓住市場熱點，打造保健、衞生消毒產品，梳理客户結構，集中資源重點開發SAB客户；針對市場行情變化，積極調整，組織大型營銷活動，提高行業知名度，以客户需求為出發點，幫助客户解決實際問題，提高客户滿意度，公司銷售收入同比增長20.2%，毛利額增長11.53%。
農藥業務
報告期內，公司堅持“作物專業化、服務價值化”的理念，通過不斷培訓、不斷引進優秀人才、加大三證投入、積極探索無人機植保應用技術、提高團隊植保服務水平，讓服務下沉至種植户，為作物提供系統解決方案，增加用户粘性，提升公司銷量增長。報告期內，公司毛利率下滑3.98個百分點，但毛利額同比提升53.45%。
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