海大集團(002311.SZ)一季度淨利潤預增123.91%-137.09%
格隆匯 4 月 12日丨海大集團(002311.SZ)公佈,預計2021年第一季度歸屬於上市公司股東的淨利潤6.8億元-7.2億元,同比增長123.91%-137.09%。
2021年一季度,國際形勢複雜多變,國內經濟總體穩定,但上游原材料價格大幅上漲並劇烈振盪,部分區域非洲豬瘟反覆豬價下行,禽養殖行情持續低迷,飼料行業處於提速整合階段。
受益於公司清晰戰略目標和長期打造的專業競爭優勢,公司飼料產品銷量、市場佔有率、盈利能力等均明顯提升,競爭優勢在迅速擴大。
(1)長期技術研發積累的動物營養需求數據庫及多種原材料替代的成本最優配方技術在原材料價格大幅提升時,帶來較大的成本競爭優勢;
(2)專業化、國際化、集中化、及基於風險控制的原料套保採購能力,在原材料價格劇烈波動和採購國際化變革時,原材料採購優勢明顯;
(3)公司中台管理、財務管理、生產運營、投資建設等能力的標準化、信息化推進,加快公司投資建廠和行業併購整合,局部市場佔有率的快速增長,有效提升規模效益,提高產品盈利能力。
公司生豬養殖團隊不斷學習和自我進化,專業能力支撐生豬養殖業務穩定、健康發展,一季度取得較好收益。
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