萬洲(00288.HK):下半年形勢不太樂觀 料內地豬價短期維持高位
萬洲國際(00288.HK)董事長兼行政總裁萬隆出席業績電話會議時指,內地水災對養殖業會帶來影響,特別是在非洲豬瘟的情況下對不同的經營業務均會造成影響,對下半年形勢不太樂觀。他指出考慮到現時國內外形勢,暫未有併購計劃及目標,待疫情平息、國際經濟有所改善,會再考慮下一步的擴張計劃。
首席財務官郭麗軍指上半年內地生豬價格平均約33元人民幣,維持在較高水平,而目前內地生豬價格則處於38元人民幣的高位,估計受非洲豬瘟及洪水等因素影響,目前糧食價格有所提升,對生豬出欄、疫情防控及養豬成本等均有影響,料短期生豬價格會維持高位,到年底或明年初才出現轉變。
在美國市場方面,管理層指上半年生豬價維持在95美仙左右,按年跌約17%,仍處較低位置,加上供應持續增加,考慮到當地疫情仍未好轉,對市場影響仍然存在,並會影響到當地屠宰業務及豬價等。他續指現時美國已回復生產,但受疫情控制措施影響,產能未完全恢復。
針對中美貿易戰對出口豬肉的影響,郭氏指出,上半年美國豬肉出口至中國表現正常,而在進口政策及稅率等亦未有變化,但料受美國疫情影響屠宰場開工不足、產出減少等,將拖累下半年對中國出口豬肉減少,但估計隨疫情受控、經濟復甦等,豬價差異及兩地貿易等會回復至正常情況。
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