温氏股份(300498.SZ):對於成本目前公司和行業最優秀水平仍存在一定的差距
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“公司和行業最優秀的企業相比,成本差異原因主要在哪裏?”,公司回覆稱,最終體現企業核心競爭力的是盈利能力,盈利能力需要綜合考慮成本和賣價兩方面因素。
對於成本,目前公司和行業最優秀水平仍存在一定的差距。隨着公司繼續做好基礎生產管理,公司養豬成本現已逐步向行業最優秀水平靠攏。仍存在一定差距的主要原因是:近幾年,公司養豬業務處於恢復期,未進入正常生產經營狀態。2018年公司銷售肉豬(含毛豬和鮮品)2230萬頭,2019年銷售1852萬頭,2020年受非洲豬瘟疫情影響降至955萬頭,2021年和2022年分別恢復至1322萬頭和1791萬頭。換句話説,2020年-2022年,公司養豬業務時刻處於戰時狀態,生產面臨較大的困難和挑戰,公司幾乎把所有精力都聚焦於疫病防控,無暇分出更多的精力優化基礎生產管理,造成養殖成本階段性增高。自2022年下半年開始,公司整體生產步入常態化狀態,成本也逐步恢復至正常狀態。後續,公司將向行業最優秀企業虛心學習,壓實精細化生產管理責任,鞏固疫病防控優勢,確保大生產持續保持穩定,促使養殖成本進一步下降。
從賣價上看,公司主要銷售區域為傳統高價區。同時,公司的產品品類豐富,肉豬體型、品質較好,深受市場消費者喜愛,公司銷售價格在行業中處於前列。
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