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万洲国际(00288.HK)料下半年猪价低於上半年 猪价差距利好进口肉业务
阿思达克 03-30 18:11
万洲国际(00288.HK)执行董事兼河南双汇投资发展股份有限公司总裁马相杰出席业绩发布会时指,最近猪价跌势明显,符合公司早前预判,不过与去年预测比较猪价仍维持高位,主要因为去年下半年有养殖企业用了不太好的疫苗,并出现非洲猪瘟感染,所以令供应紧张。

对於今年猪价走势,马相杰维持之前预测,料跌势不变,但估计平均价或较原先预测稍高,而下半年猪价料将低於上半年。他续指,去年内地屠宰量下跌主要因为猪价高、供应少,而且大多是受非洲猪瘟带来的影响,新冠疫情带来的影响相对轻微。

首席财务官郭丽军指,预期今年内地生猪出栏将有增长,虽然猪价回落仍会在高位运行,令中国生猪价格与欧美等地仍有差距,相信有利公司扩大进口肉业务,并充份利用中国加工优势,做好进口肉加工增值,扩宽渠道及盈利能力。公司亦正积极扩展美国进口肉品类,料美国往中国出口的品类和数量亦会增加。

另外,在植物肉发展方面,马相杰指目前有做一些素食产品如素火腿及素汉堡等,而国际上植物肉技术逐步成熟,公司也会关注并会跟进。

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