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聖農發展(002299.SZ)一季度淨利潤預降88.30%-88.87%
格隆匯 04-09 16:10

格隆匯 4 月 9日丨聖農發展(002299.SZ)公佈,預計2021年第一季度歸屬於上市公司股東的淨利潤7800萬元-8200萬元,同比下降88.30%-88.87%。

2020年一季度,白羽肉雞延續了2019年的好行情,因此該季度基數較高;去年二季度之後行情開始回落,直至年底行情跌至谷底企穩。今年以來行情開始逐步往上,但相比去年高基數的一季度,仍有較大差距。隨着消費需求逐步恢復及養殖成本上升推動的影響,預計後期白羽肉雞行情仍將逐步向上。

受大宗原材料價格上漲影響,報吿期內公司採購飼料原料成本上升,導致飼料成本較去年同期大幅增加。20213月之後飼料原料採購價格有所下降,但該部分成本結轉需要到4月份才能有所體現。

公司品牌提升規劃今年開始落地,目前已在全國大部分機場、高鐵站和人羣集中商區密集覆蓋廣吿宣傳,導致報吿期內費用的攤銷增加。公司目前已基本完成C端產品架構梳理、視覺呈現優化和口味提升等工作,4月開始將陸續推出全新的C端產品並同步匹配品牌宣傳。

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