海大集團(002311.SZ)半年度淨利潤升63.82%至11.04億元
格隆匯 7 月 27日丨海大集團(002311.SZ)發佈2020年半年度報告，實現營業收入258.86億元，同比增長22.89%；歸屬於上市公司股東的淨利潤11.04億元，同比增長63.82%；歸屬於上市公司股東的扣除非經常性損益的淨利潤11.01億元，同比增長65.99%；基本每股收益0.70元。
報告期內，在中央和各地政府對農業行業的特別扶持下，公司快速、堅定做好疫情防控措施，積極搶先恢復生產，飼料、種苗、動保、養殖、原料貿易等各個板塊業務規模保持全面增長。
飼料業務方面，公司圍繞育種、營養、健康、養殖與食品，搭建行業領先的全產業鏈的研發體系，持續加大應用技術投入，不斷打造具有良好生產性、提高免疫力和抗病力的飼料及動保產品。建立和完善各產品線的線上線下結合服務模式，及時為養殖户提供深入有效服務。報告期內，飼料業務產品力和客户粘性進一步提升，產品結構不斷優化，產品市場佔有率持續擴大。公司飼料業務包括飼料銷售、動保產品銷售、原料貿易業務及其他業務。2020年上半年，飼料業務實現收入234.51億元，同比增長18. 12%；實現毛利率為11.48%，同比下降0. 46%，因今年公司執行新收入會計準則，將為履行合同所發生的相關產品運輸費及港雜費等銷售費用調整至營業成本核算，如剔除該調整的影響，飼料業務毛利率同比略有提升。報告期內，公司實現飼料銷量639萬噸，同比增長19%，實現飼料銷售毛利潤24億元，同比增長18%。其中：豬飼料，銷量同比下降17%，毛利率同比上升3. 6%，豬飼料品牌及產品影響力提升明顯，產品結構進一步優化，毛利率同步有較大提升；禽飼料，銷量同比增長32%，毛利率保持6%以上，疊加專業化採購能力和運營效率的提升，禽料產品力不斷提高，品牌及規模效應突出；水產飼料，銷量同比增長15%，毛利率持平；其中特種魚料銷量同比增長超過25%，產品結構進一步優化。
養殖業務方面，實現收入24.35億元，同比增長101. 17%，毛利率24.56%，盈利能力大幅提升13.57個百分點。公司養殖業務包括生豬養殖、水產養殖及禽養殖業務。其中：生豬養殖業務，實現收入13.40億元，同比增長106. 47%，實現毛利率31.96%，盈利能力大幅提升；水產養殖業務，實現收入4.21億元，同比增長102.4%，實現毛利率41.57%；禽產業鏈業務包括禽肉屠宰、加工及養殖業務，是公司產業鏈環節的延伸，對公司飼料業務發展起到支撐作用外，並進一步加深公司對禽產業業務的理解。
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