金河生物(002688.SZ):公司對2024年整體經營情況和實現業績指標具有充足信心
格隆匯5月7日丨金河生物(002688.SZ)投資者關係活動記錄表顯示,公司一季度營收同比沒有增長,主要是由於下游養殖業依舊低迷,且一季度相對來説是行業淡季所致。2024 年公司基於對經濟形勢及上下游產業的合理預測與判斷,制定了 2024 年度財務預算方案。我們認為上游原材料及能源價格仍是下降趨勢,豬價有望繼續上升,下游養殖業有望走出低迷狀態。公司的化藥及疫苗新品種(強力黴素、布病疫苗)會有增量收入,另外公司的美國業務發展迅猛,方興未艾,管理團隊的激勵措施也切實可行,所以綜合來看,公司對 2024 年整體經營情況和實現業績指標具有充足信心。
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