被大V質疑 牧原股份(002714.SZ)跳水跌近5%
格隆匯3月15日丨牧原股份(002714.SZ)盤中跳水,一度跌4.8%報102.5元,市值跌破3900億元。3月13日,一位叫“天地俠影”的財經大V發表了《牧原會是驚雷嗎?》一文引發關注,該文直接對牧原股份提出多項質疑,圍繞財務數據、上市公司利潤被大股東旗下公司獲取、商業模式等,比如公司少數股東ROE遠低於母公司股東ROE、實際利潤被控股股東旗下的建築公司獲取等。3月14日下午,牧原股份在投資者互動平台側面迴應表示,公司成本採用平行結轉法核算,生產成本中與養殖直接相關的成本計入原材料,折舊等對應科目;管理費用、製造費用等計入其他費用。

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