海大集團(002311.SZ):上半年淨利預增55%–65%
格隆匯 7 月 8日丨海大集團(002311.SZ)披露2020年半年度業績預告,預計歸屬於上市公司股東的淨利潤約10.45億元–約11.12億元,同比增長55%–65%;基本每股收益0.66元–0.71元。業績變動原因如下:
1、2020年上半年,新冠肺炎疫情爆發和反覆,對國內餐飲和居民消費、以及飼料、養殖行業衝擊都較大;隨着疫情全球化影響,中美貿易關係日益複雜,農產品價格波動劇烈,行業面臨一定的經營困境。公司在行業經營困境中快速、堅定做好疫情防控措施,積極搶先恢復生產,進一步完善線上線下結合的服務模式,提升產品價值和客户粘性,產品市場份額持續擴大。另外,公司新增產能進一步釋放,產品結構不斷優化。所以2020年上半年,公司飼料量、利均保持持續穩定增長。
2、2020年上半年,國內生豬價格高位震盪,公司近年在持續加強生豬養殖團隊建設、防疫措施完善和養殖產能擴張等方面都取得較好的效果。2020年上半年,生豬養殖業務對公司營業收入和利潤的增長具有良好增益作用。
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