大成食品(03999.HK)首季實現純利5102.2萬元 同比增長6358.5%
格隆匯4月24日丨大成食品(03999.HK)發佈未經審核綜合業績，截至2020年3月31日止三個月，實現經營收入19.993億元(人民幣，下同)，同比增長10.7%；毛利2.491億元，同比增長34.5%；公司股東應占溢利5102.2萬元，同比增長6358.5%；每股基本盈利0.05元。
由於新冠肺炎疫情爆發，自2月份起大陸境內正常的經濟活動受到嚴重影響，引致餐飲市場需求驟減。餐飲市場的低迷，給食品事業營運帶來嚴峻挑戰。在此不利形勢下，集團及時抓住綫上消費激增的契機，迅速調整渠道策略，積極開發適合家庭消費的小包裝產品，重點佈局社區團購渠道，最大程度降低疫情對業績的衝擊。第一季食品事業營業收入同比下降約9.5%。然而，由於產品結構調整與原料成本控制得當，該事業毛利同比增加約15.5%。
為防止疫情擴散，境內各地對春節後的人流與物流都進行了不同程度的管制，從而影響到雞雛、飼料、毛雞的運輸與養殖。肉品事業各工廠在春節後第一時間制訂周密防疫方案、採取積極防疫措施，主動與地方政府溝通，除一家工廠開工延遲外，其他各廠均在春節後如期復工，保障了契約户雞雛與飼料供應，以及毛雞回收電宰。第一季肉品事業放雛量、契約料量、宰雞量較去年同期均有顯着提升，營業收入同比增長約8.7%，毛利增長約78.9%。
國內飼料事業更是在危機中獲得契機，集團不僅積極防疫確保如期開工，同時也提前做好大宗原料採購工作，在周邊飼料廠因缺工或缺原料不能正常生產時，保障了養殖户正常飼料供應，拓展了新的客户，同時也提升了品牌影響力。第一季國內飼料事業銷量同比增長約63.2%，營業收入增長約64.8%，毛利增長約123.4%。東南亞飼料事業則保持了一貫穩健的業績表現，儘管受非洲豬瘟影響，營業收入同比小幅下降約0.4%，但該事業毛利同比成長6.3%。綜上，飼料事業整體毛利同比成長約34.6%。
新冠肺炎疫情繼續在全球蔓延，大宗農產品市場的風險加劇。在非洲豬瘟和新冠肺炎疫情的雙重打擊下中國大陸及東南亞的農牧食品經濟未來充滿了不確定性。集團將繼續緊抓防疫不鬆懈，均衡、高效運營白羽肉雞產業鏈，為消費者提供安心美味的食品。
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