温氏股份(300498.SZ):隨着後續飼料原料成本進一步下降,公司肉雞養殖出欄成本有望逐月下降
格隆匯5月29日丨温氏股份(300498.SZ)近期組織多場路演活動,問答環節中,就“公司年初至今肉雞出欄成本變化情況?”,公司回覆稱,一季度肉雞消費恢復緩慢,雞價低迷,公司肉雞產品階段性有所積壓,一季度毛雞出欄成本略超7.2元/斤。4月份,公司肉雞產品銷售暢通,毛雞出欄均重恢復至正常水平,毛雞出欄成本已降至7元/斤左右。隨着後續飼料原料成本進一步下降,公司肉雞養殖出欄成本有望逐月下降。後續若肉雞行情恢復,養雞業務有望獲得合理的收益。
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