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曉鳴股份(300967.SZ):預計2023年上半年蛋雞存欄與雞蛋供給總體平穩
格隆匯 05-12 16:26

格隆匯5月12日丨曉鳴股份(300967.SZ)於2023年5月11日(週四)下午14:00~17:00召開業績説明會,就“行業景氣度趨勢如何?對曉鳴股份的銷售業績有何影響?”,公司回覆稱,2023年預計雞蛋供給總體平穩,雞蛋需求呈現波動增長趨勢。雞蛋供給主要取決於在產蛋雞存欄量,而存欄量受到新開產蛋雞數量以及淘汰量的影響。預計2023年上半年蛋雞存欄與雞蛋供給總體平穩。需求端仍存在季節性波動,節日期間需求上升,夏季尤其是暑假期間高温氣候影響與學校供應商要貨量減少,需求減弱。受“618”“雙十一”“雙十二”等節日推動,電商、商超進貨量將提升。國內雞蛋價格優勢明顯,蛋品出口具有利好支撐。國際上,部分國家暴發禽流感導致全球雞蛋供應面臨緊張局面,多個國家雞蛋供需失衡,國際雞蛋價格大幅上升,國內雞蛋價格優勢逐漸明顯。蛋雞養殖模式逐步向精細化、數字化、智能化方向前進。

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