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唐人神(002567.SZ):擬進行玉米、豆粕等商品期貨的套期保值業務
格隆匯 12-21 20:00

格隆匯 12 月 21日丨唐人神(002567.SZ)公佈,公司20201221日召開第屆董事會第二十七次會議,審議通過了《關於開展2021年度開展商品期貨套期保值業務的議案》,同意公司進行玉米、豆粕等商品期貨套期保值業務。

玉米、豆粕、豆油、大豆、菜粕是公司的主要生產原料,採購成本通常佔公司總體經營成本的60%以上為此,公司對原料的採購採取價格低時多買、價格高時少買的策略爭取將全年的原料平均採購價格保持在一定水平但操作難度存在兩種風險,即在價格低時大量採購原料會佔用資金同時還佔用廠庫庫存原料損耗較大在價格高時儘量控制原料採購數量會對生產造成影響同時還有可能失去一定的市場份額,為此通過控制原料數量的採購方式來控制原料價格效果較為有;生豬價格受原料價格波動、市場供需及資本等因素影響較大,在鎖定養殖成本和基本利潤的前提下,可利用期貨市場擇機賣出,獲得基本利潤或規避跌價風險。

在期貨市場進行套期保值操作,能規避玉米、豆粕等價格波動風險,可發現價格,控制採購成本,在價格低時通過買入期貨套期保值以期貨採購代替現貨庫存在價格高時通過賣出套期保值鎖定庫存風險這樣,公司不僅可以將原料的現貨庫存數量控制在正常的生產用量內而且還能避免不利價格所帶來的損失,實現公司自身長期穩健的發展,而非追求短時的暴利

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