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東瑞股份(001201.SZ):公司目前建成的產能為150萬頭,正在逐步有序滿產
格隆匯 07-10 15:27

格隆匯7月10日丨東瑞股份(001201.SZ)在投資者互動平台表示,公司上市以來新建及改擴建產能較多,建成後行業處於下行週期未進行大規模投產,疊加公司在週期低谷主動淘汰落後產能從而補充更換優化種豬體系,從而影響了公司的產能利用率。公司目前建成的產能為150萬頭,正在逐步有序滿產,定增項目東源東瑞黃沙基地計劃今年8月開始引種。公司2024年-2026年的出欄規劃分別為80-100萬、150-160萬、200萬頭,預計明後年可以逐步實現滿產。隨着產能的釋放和生產經營的改善,預計本年底可以達成16元的完全成本目標。

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