瑞普生物(300119.SZ)一季度淨利潤預增50%-64%
格隆匯 4 月 12日丨瑞普生物(300119.SZ)公佈，預計2021年第一季度歸屬於上市公司股東的淨利潤1.1億元-1.2億元，同比增長50%-64%；歸屬於上市公司股東的扣除非經常性損益的淨利潤9300萬元-9900萬元，同比增長41%-50%。
2021年一季度，部分地區非瘟疫情導致育肥豬出欄率不升反降，生豬產能恢復受阻；家禽養殖從2019年第四季度高位景氣度之後回落至今，行業仍處於“補豬增長”之後的調整期，一季度又受到飼料原料價格上漲的影響，蛋雞、黃雞養殖處於虧損狀態，家禽養殖的景氣度處於低位，家禽動保等行業隨之受到較大影響。與此同時，公司下游客户規模化養殖趨勢加速，疫情防控常態化，生物安全防護需求加強，新版GMP大幅提高動保行業准入門檻，飼料端禁抗、養殖端限抗加速行業變革，大型養殖企業向大型動保企業聚集的趨勢愈發明顯，動保企業的競爭已從單一產品競爭時代進入苗藥多品種加高效養殖服務協同促進的階段。
報吿期，公司內部管理變革成效逐步顯現，業績逆勢增長。踐行“高品質+可信賴+強服務”的全方位銷售模式；搭建鐵三角組織架構，實現跨部門聯動互鎖，集團內部最優的資源向業務增長領域對齊與傾斜；提高營銷體系運營管理效率，提升技術行銷、快速響應能力，以完整的產品線加創新服務模式迅速擴大市場份額。
公司在前期穩步開拓大客户的基礎上，通過完整的產品矩陣以及藥苗聯動的銷售模式為大客户打造高標準的疫病防控體系，在大客户數量及大客户份額佔比方面均取得突破，其中家畜業務整體收入同比增長接近100%，家畜集團客户業務同比增長接近200%，家禽集團客户業務同比增長10%以上。
公司報吿期經營業績實現較高的增長，主要得益於營業收入增長帶來的規模效應、實施內部變革、大客户策略、精細化管理、費用控制以及資金使用效率提升等措施。
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