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萬洲國際(00288.HK)料下半年豬價低於上半年 豬價差距利好進口肉業務
阿思達克 03-30 18:11
萬洲國際(00288.HK)執行董事兼河南雙匯投資發展股份有限公司總裁馬相傑出席業績發布會時指,最近豬價跌勢明顯,符合公司早前預判,不過與去年預測比較豬價仍維持高位,主要因為去年下半年有養殖企業用了不太好的疫苗,並出現非洲豬瘟感染,所以令供應緊張。

對於今年豬價走勢,馬相傑維持之前預測,料跌勢不變,但估計平均價或較原先預測稍高,而下半年豬價料將低於上半年。他續指,去年內地屠宰量下跌主要因為豬價高、供應少,而且大多是受非洲豬瘟帶來的影響,新冠疫情帶來的影響相對輕微。

首席財務官郭麗軍指,預期今年內地生豬出欄將有增長,雖然豬價回落仍會在高位運行,令中國生豬價格與歐美等地仍有差距,相信有利公司擴大進口肉業務,並充份利用中國加工優勢,做好進口肉加工增值,擴寬渠道及盈利能力。公司亦正積極擴展美國進口肉品類,料美國往中國出口的品類和數量亦會增加。

另外,在植物肉發展方面,馬相傑指目前有做一些素食產品如素火腿及素漢堡等,而國際上植物肉技術逐步成熟,公司也會關注並會跟進。

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