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聖農發展(002299.SZ):6月銷售收入同比升6.22% 環比降1.09%
格隆匯 07-09 18:18

格隆匯 7 月 9日丨聖農發展(002299.SZ)披露2020年6月份銷售情況簡報,公司2020年6月實現銷售收入11.51億元,較去年同期增長6.22%,較上月環比變動-1.09%。其中,家禽飼養加工板塊雞肉銷售收入為9.10億元,較去年同期增長3.38%,較上月環比變動-0.33%;深加工肉製品板塊銷售收入為4.00億元,較去年同期增長18.29%,較上月環比增長3.93%。

銷量方面,6月份家禽飼養加工板塊雞肉銷售數量為8.44萬噸,較去年同期增長23.87%,較上月環比變動-4.04%;深加工肉製品板塊銷售1.61萬噸,較去年同期增長12.55%,較上月環比增長7.18%。

新冠疫情防控形勢的好轉促使下游餐飲行業開始復甦,雞肉市場正逐步回暖,公司6月份雞肉銷售價格較5月已有所提升。隨着三季度白羽肉雞行業消費旺季的到來,預計未來雞肉價格仍將上行。

公司內部生熟轉化率持續提升,肉製品板塊繼續保持穩定增長(肉製品板塊2C渠道同比去年仍保持較高的增長率,1-6月該渠道銷售額較去年同期增長137.4%),加之公司整體降本增益效果顯著,成本較原先有了很大程度的降低,進而平滑行業價格波動的能力較前幾年也有了大幅的提升。

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