新希望(000876.SZ):整體目標是自育肥比上放養為三七開
格隆匯5月12日丨新希望(000876.SZ)在2023年5月8日分析師會議上表示,公司20年戰略是自育為主,21年下半年調整到放養為主,因為自育肥的能力建設需要花費較長時間,而放養管理的能力達標會相對快一些。所以整體目標是自育肥比上放養為三七開,同時在各個省份有所不用,比如在放養資源較為缺乏省份,公司會加大自育肥建設,放養資源好的地方會加大放養。從上市率到最後育肥成本看,放養有一定優勢。
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