大北農(002385.SZ):種業有季節性因素影響,業績主要在第4季度體現
格隆匯1月16日丨大北農(002385.SZ)披露投資者關係活動記錄表顯示,公司主要業務包括飼料、生豬養豬和種業三個板塊。2023年前三季度,公司飼料板塊收入約180億元,佔總營收比重約75%,創利約6億元;養豬板塊收入約40多億元,虧損約9億元;種業板塊收入3億多元,種業有季節性因素影響,業績主要在第4季度體現。
2023年前三季度,公司飼料板塊外銷430萬噸,其中豬飼料銷量佔比約80%。公司豬料的預混料、教槽料、保育料等高端料有良好基礎,同時也對反芻料、水產料等品種進行了差異化佈局,毛利率水平在可比上市公司中處於前列。
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