温氏股份(300498.SZ):公司飼料生產成本逐月下降,5月份環比下降約60元/噸
格隆匯6月15日丨温氏股份(300498.SZ)在券商策略會上表示,去年11月份至今,飼料原料價格有不同程度的下降,特別是豆粕、玉米、小麥等主要原料降幅較大。公司飼料生產成本逐月下降,4月份環比下降100元/噸,5月份環比又下降約60元/噸。受養殖時間影響,飼料生產成本下降在當前批次出欄的肉豬成本中尚未明顯體現,可能對三、四季度出欄的肉豬養殖綜合成本才會有較為明顯的正向影響。
目前飼料原料處於降價通道中,未來走勢較難精確判斷。針對當前趨勢,公司會適當減少飼料原料庫存時間和規模,同時把握原料行情機遇,積極採購價格優勢原料。
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