禾豐牧業(603609.SH)一季度淨利預增98.58%到105.67%
格隆匯4月15日丨禾豐牧業(603609.SH)發佈2020年第一季度業績預告,預計公司2020年第一季度實現歸屬於上市公司股東的淨利潤在2.8億元至2.9億元之間,同比增長98.58%到105.67%。
報告期內,面對非洲豬瘟和新冠疫情雙重壓力,公司積極復工復產,克服交通受阻、運費上漲等困難,充分發揮品牌與戰略採購優勢,加強產品力,完善客户線上、線下服務,客户粘性及市場佔有率明顯提高,飼料業務量利雙增,總銷量同比增長47%,其中豬料銷量同比增長71%,禽料銷量同比增長40%,反芻料銷量同比增長23%。公司充分把握原料市場變化契機,原料貿易業務利潤同比實現較好增長。
報告期內,公司積極佈局生豬產業,進一步加強豬場生物安全防控,受益於生豬價格高位運行,公司生豬養殖業務為一季度利潤貢獻增量。
報告期內,公司肉禽業務積極復工、大膽推進,白羽肉雞養殖和屠宰規模持續增長,屠宰量同比增長11%,養殖量同比增長22%(控股與參股企業合計)。受新冠疫情影響,公司肉禽業務利潤有所下降,但仍為公司利潤主要來源。
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