A股 | “豬肉一哥”牧原一季度業績預告淨利超40億，產能擴大再戰2020
4月7日晚間，牧原股份發佈了一季度業績預告與3月生豬銷售簡報。
01、一季度淨利潤扭虧為盈
公告預計業績扭虧為盈，歸屬上市公司股東的淨利潤40億~46億。業績變動原因公司表示受非洲豬瘟疫情影響，國內生豬產能大幅下降，受非洲豬瘟疫情影響，國內生豬產能大幅下降，豬肉市場供需矛盾突出，2020年一季度生豬價格較上年同期大幅上漲，是導致報告期淨利潤扭虧為盈的主要原因。
2020年1-2月份，公司商品豬銷售均價32.50元/公斤，較上年同期上漲238.54%；2020年3月份，公司商品豬銷售均價31.38元/公斤，較上年同期上漲138.63%。
02、去年豬週期下業績股價齊飛，今年繼續擴大產能
東方財富資料顯示，牧原股份是一家集約化養豬規模位居全國前列的養殖規模一體化的生豬企業，主營生豬的養殖與銷售。
2019年受制於非洲豬瘟及環保一刀切影響造成豬肉供給短缺，價格猛漲，豬肉產量從2018年度5403萬噸縮減至去年4255萬噸，同比減少21%。均價漲幅近160%。
養殖業整體行業績亮眼，其中牧原股份19錄得營收約200億元，同比增幅21%，歸屬上市股東淨利潤約61億元，比18年同期增長1186%。業績表現亮眼之外，牧原股份股價也實現了高增長。
2019年年報顯示，報告期內，牧原股份購建固定資產、無形資產和其他長期資產支付得現金為131.21億元，較上一年同期上漲160%。與此同時，報告期內公司在建項目預算金額為250.66億元，已經投入金額為124.29億元，未來或仍需投入金額為126.37億元。資產負債率也一直維持維持着50%左右的高水平，在養豬產業鏈不斷擴大自身規模優勢。
相較於2019年銷售生豬1025.33萬頭，牧原股份表示：2020年，公司計劃出欄生豬1026.33萬頭，其中商品豬867.91萬頭，仔豬154.71頭，種豬2.71萬頭
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