大北農(002385.SZ)半年度淨利潤降67.67%至3362.21萬元
格隆匯8月21日丨大北農(002385.SZ)發佈2019年半年度報告，實現營業收入81.42億元，同比下降10.26%；歸屬於上市公司股東的淨利潤3362.21萬元，同比下降67.67%；歸屬於上市公司股東的扣除非經常性損益的淨利潤321.09萬元，同比下降91.19%；基本每股收益0.01元。
公司的經營績效在2019年上半年大幅下降，主要系：近年公司養豬業務擴張較快，受豬價行情及非洲豬瘟疫情的影響，2019年第一季度由於養豬業務虧損較大，公司整體虧損。自二季度以來，全國生豬出欄量持續減少，豬價已進入上升通道。隨着公司出欄量增加，二季度養豬業務經營績效環比增長57.35%。目前，公司已積極補欄，能繁母豬和存欄生豬數量持續增加，下半年公司養豬產業經營績效將有較大提升。
生豬養殖
2019年上半年就公司生豬產能擴產推進而言，在陝西、河南、貴州、河北、內蒙、浙江、新疆、湖北、江西等地9個豬場項目陸續開工，截至六月底公司已投產19萬頭母豬存欄能力，在建4.6萬頭母豬存欄建設，已經具備10.5萬頭母豬的待建生產基地，公司控股養豬公司的生產性生物資產較一季度環比增加75%。
2019年上半年公司及參股公司生豬和種豬出欄量約97萬頭，同比增長26.64%，銷售收入13.11億元，同比增長92.19%；公司控股公司銷售生豬48.48萬頭，實現營業收入6.48億。截至6月30日，公司及參股公司能繁母豬存欄約5.49萬頭，後備母豬存欄為11.91萬頭，商品豬存欄約73.78萬頭。公司控股及參股平台公司養豬業務銷售收入增長較快，主要系公司近年來加快養豬業的佈局，通過、自養、擴建等方式增加種豬及生豬存欄量，為公司及各養殖平台公司奠定了堅實的發展基礎。
飼料產業
根據行業數據和農業農村部公佈數據顯示，受疫情的影響，6月生豬存欄同比減少25%，在此行業大背景下，公司飼料銷售上半年受到部分影響，但公司通過加強供應鏈管理，生產成本和銷售費用控制雖然銷售收入下滑，但盈利基本持平。
報告期內，公司飼料銷售收入為68.34億元，同比下降11.67%；飼料銷售量為199.48萬噸，同比下降6.09% 。其中豬飼料銷售161.86萬噸，同比僅下降8.66%；水產飼料銷售16.68萬噸，同比增長6.21%；反芻飼料銷售14.51萬噸，同比下降4.24%；禽用飼料5.75萬噸，同比增長42.66%。
種子產業
報告期內，公司種子銷量765.67萬公斤，銷售收入為2.01億元，同比下降7.73%，實現毛利潤6967.44萬元，同比下降4.85%。水稻種子銷售收入1.71億元，同比下降7.30%；玉米種子銷售收入2398.05 萬元，同比增長6.37%。其中公司水稻銷量降低主要受到國家降低糧食收購保護價，農民種糧積極性下降的影響。公司將持續對種業研發的投入，規劃品種產出，集中優勢資源，全力打造標杆示範户，進一步提升品牌影響力及市場佔有率，穩步打好市場攻堅戰。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
