聖農發展(002299.SZ):5月銷售收入同比降4.87% 環比降2.93%
格隆匯6月8日丨聖農發展(002299.SZ)公佈,公司2020年5月實現銷售收入11.64億元,較去年同期變動-4.87%,較上月環比變動-2.93%。其中,家禽飼養加工板塊雞肉銷售收入為9.13億元,較去年同期變動-10.24%,較上月環比增長1.84%;深加工肉製品板塊銷售收入為3.85億元,較去年同期增長12.18%,較上月環比變動-11.70%。
銷量方面,5月份家禽飼養加工板塊雞肉銷售數量為8.79萬噸,較去年同期增長16.56%,較上月環比增長19.78%;深加工肉製品板塊銷售1.51萬噸,較去年同期增長2.28%,較上月環比變動-9.76%。
公司肉雞產量穩步增長,全產業鏈優勢凸顯,在雞肉市場價格有所下降的同時,公司依然保持強勁的盈利水平,尤其是深加工肉製品板塊利潤率有一定程度的提升。隨着國內疫情防控形勢逐漸好轉,下游消費加速恢復,預計公司未來盈利能力將進一步提升。
2020年,公司踐行“品牌化、鮮品化、熟食化”戰略,熟食轉化率持續提升。尤其是深加工肉製品板塊2C 渠道業績大幅增長,1-5 月銷售額較上年同期增長137.04%,且已接近2019年該渠道全年銷售額。
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