Rising pig prices, declining breeding companies forecast high growth-imjpmig

Pork prices decline in the cost of a farming company notice high growth Sina Level2:A shares of sina finance client: speed Kanpan the most profitable investors in the whole industry depth two years of losses, millet editor with the trainee reporter Jin Jiajie, the pig breeding industry finally re energized". Recently, a number of pig industry listed company performance prediction confirmed that the pig industry ushered in the boom cycle. The reporter through Wind according to statistics, 15 livestock and poultry enterprises Shen million classification statistics, 6 listed company’s main sales of pig breeding, the 2015 annual results notice is generally good. Among them, 2 companies net profit turnaround, 3 forecast performance of high growth, 1 profit decline, while the decline in the company’s performance landslide is the main cause of provision for bad debts. In January 30th, the announcement, expected 2015 earnings will be profitable, net profit of 35 million yuan to 52 million 500 thousand yuan. In fact, until the third quarter of last year, the company is still due to the industry downturn and deep loss, before the three quarter of the cumulative net profit of -1190 million yuan, and 2014 annual net loss of 48 million 963 thousand and 300 yuan. The company explained the Yuying reason is that the second half of 2015, hog market prices continue to remain high, pig slaughter prices over the same period last year increased by 18.36%. The same performance turnaround and eagles farming. In January 29th, the company issued annual performance letters, 2015 net profit attributable to shareholders increased by 214.26%, reaching 216 million 500 thousand yuan, the same period last year was -1.895 billion yuan. From the sales report, in December last year, the company sold 194 thousand pigs, an increase of 48.84%. As sales prices rose, sales revenue increased by 53.18% to 266 million yuan. In addition, Wen’s shares, MAKIHARA shares, etc. — listed companies have released results notice, expected net profit in 2015 will reach 5 billion 828 million yuan to 6 billion 521 million yuan, 560 million yuan to 600 million yuan, 68 million yuan to 75 million yuan, respectively, increased 110.02% year-on-year to 134.99%, 598.27% to 648.15%, 33.37% to 47.10%. Reporters through the Wind acquisition of the operating indicators show that last year, the whole year, the pig breeding enterprise sales cost rate and sales net interest rates are improved quarterly. At the end of the three quarter, the cost of sales rate of the first quarter fell by 7.7 percentage points, eagles farming, a decrease of 10.4 percentage points. At the same time, the return on investment of enterprises has also changed from negative to positive, and from small increase. The investment return of the former shares increased from -0.5% in the first quarter to 6.3% at the end of the three quarter, while the temperature of the shares increased from 3% to 24.2%. The company’s dazzling performance is mainly due to the decline in pork price rise, the cost of superposition of soybean meal, corn and other feed, which is mainly to promote the supply contraction this year rise in pork price factors, two years ago, farmers losses forced industry make snap to inventory. THE_END into Sina Financial shares bar discussion

猪价上涨成本下降多家养殖公司预告高增长 新浪财经Level2:A股极速看盘 新浪财经客户端:最赚钱的投资者都在用   ⊙见习记者 金嘉捷 ○编辑 谷子   全行业深度亏损两年的生猪养殖业终于“咸鱼翻身”。近日,数家生猪行业上市公司业绩预告证实,生猪产业迎来景气周期。   记者通过Wind统计,按申万分类统计的15家畜禽养殖企业中,有6家上市公司主营生猪养殖销售,其2015年度业绩预告普遍较好。其中,2家净利润扭亏为盈,3家业绩预报高增长,1家盈利下滑,而这家下滑公司的业绩滑坡主因是计提坏账准备。   1月30日,新五丰发布公告,预计2015年业绩将扭亏为盈,净利润达3500万元至5250万元。其实直到去年第三季度,公司仍因行业不景气而深陷亏损,前三季度累计净利润为-1190万元,而2014全年净利亏损4896.33万元。公司解释此次预盈原因是,2015年下半年生猪市场价格持续维持在高位,公司生猪出栏价格较上年同期上升18.36%。   业绩同样扭亏为盈的还有雏鹰农牧。1月29日,公司发布年度业绩快报,2015年归属股东的净利润大增214.26%,达2.165亿元,上年同期为-1.895亿元。从销售报告来看,去年12月公司销售生猪19.4万头,环比增长48.84%。由于销售价格上涨,销售收入环比增长53.18%达2.66亿元。   此外,温氏股份、牧原股份、罗牛山等上市公司均发布业绩预告,预计2015年净利润将达58.28亿元至65.21亿元、5.6亿元至6亿元、6800万元至7500万元,分别同比大增110.02%至134.99%、598.27%至648.15%、33.37%至47.10%。   记者通过Wind调取的经营指标显示,去年一整年,生猪养殖企业的销售成本率和销售净利率都逐季改善。截至三季度末,新五丰的销售成本率比一季度下降了7.7个百分点,雏鹰农牧则减少了10.4个百分点。与此同时,企业的投资回报率也由负转正,由小增大。其中牧原股份的投资回报率从一季度的-0.5%上升到三季度末的6.3%,温氏股份则从3%提升到24.2%。   公司的亮眼表现主要得益于猪价上升,叠加豆粕、玉米等饲料成本的下降,而供应收缩则是今年猪价上涨的主要推动因素,前两年的养殖户亏损倒逼行业大刀阔斧去库存。THE_END 进入【新浪财经股吧】讨论相关的主题文章: