民和股份(002234.SZ):2019年度淨利潤升322.95%至16.1億元 擬10派6元
格隆匯4月20日丨民和股份(002234.SZ)披露2019年年度報告,實現營業收入32.76億元,同比增長80.23%;歸屬於上市公司股東的淨利潤16.1億元,同比增長322.95%;歸屬於上市公司股東的扣除非經常性損益的淨利潤16.08億元,同比增長339.16%;基本每股收益5.33元,擬向全體股東每10股派發現金紅利6元(含税)。
報告期,白羽肉雞行業延續了2018年底的復甦狀態,行業內企業從引種端到屠宰分割端,業績均呈現了爆發式的增長。從供給端來看,受前期國外引種環境的影響,國內祖代雞引種量受限,一定程度上影響了2019年度父母代雞的存欄量,進而出現了2019年度商品代雞苗緊缺的狀況,供需緊張致使雞苗價格不斷上漲。下半年行業內產能雖然有所增長,但是仍不足以完全緩解商品代雞苗緊缺的狀況。從需求端來看,國民健康飲食的觀念逐漸加強,對高蛋白低脂肪食物的需求量不斷增加,作為優質蛋白來源的雞肉產品,需求量持續增加。
報告期,受非洲豬瘟疫情影響,我國豬肉產品缺口增大,報告期豬肉價格高位運行,帶動肉類需求整體增加,雞肉產品的需求也進一步提升。
報告期,在內外因素的共同作用下,白羽肉雞全行業在2019年快速發展,無論是銷售收入還是淨利潤都得到了明顯的改善。公司主營產品雛雞售價大幅上漲,收入增加,毛利上升,是本年度盈利的主要原因。
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