燕塘乳業(002732.SZ):公司與戰略合作牧場的購銷合同一年一簽,提前定價鎖價
格隆匯5月6日丨燕塘乳業(002732.SZ)2023年5月5日15:00—16:00舉行電話會議,有投資者問:公司目前的原料奶來源結構是怎樣的?您認為原奶的價格未來的發展趨勢是怎樣的?
答:您好!公司的原料奶來源於自有奶源基地和戰略合作奶源基地。自有奶源基地目前包括陽江牧場、澳新牧場和新澳牧場,以及公司參股的燕塘傳祁奶牛養殖基地。戰略合作牧場方面,目前公司與十多個大中型牧場建立了多年穩定的互助互信、風險共擔的“三贏”模式戰略合作關係,公司與戰略合作牧場的購銷合同一年一簽,提前定價鎖價,比如2021年底會鎖定2022年的原奶價格,原奶定價主要以原奶中各項檢測指標為依據。自有牧場原奶定價與戰略合作牧場定價方式一致,以保障奶源的穩定採購。從牧場端來看,因為牧場養殖成本是固定存在的,所以預估未來原奶價格繼續下降的可能性較低。謝謝!
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