牧原股份(002714.SZ):目前公司生豬養殖成本離散度較大
格隆匯5月19日丨牧原股份(002714.SZ)於2023年5月18日召開2022年度股東大會,交流環節中,就“目前生豬養殖成本的下降空間?”,公司回覆稱,目前公司已經打通了種豬育種、營養研發、健康管理、生產管理等技術路徑,但生產成績的提升仍需進一步落地相關措施。
目前公司生豬養殖成本離散度較大,部分優秀區域養殖完全成本已達到14.3元/kg,但個別區域仍在18.5元/kg左右。面對生產中存在的問題,公司主動向內求、向己求,從技術元點發力,實現業務底層突破。
在種豬育種方面,公司將加強種豬選用,持續降低因環境偏差帶來的不利影響;在低蛋白日糧的研究與推廣應用方面,目前公司與西湖大學正在開展持續的研究合作,通過各類氨基酸的使用,進一步降低飼料綜合成本;在健康管理方面,公司通過嚴格的生物安全防控及健康管理措施,提升豬羣的健康水平,從而提升生產成績。
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