温氏股份(300498.SZ)預計一季度扭虧為盈 預盈18.92億-18.97億元
格隆匯4月10日丨温氏股份(300498.SZ)公佈2020年第一季度業績預告,公司預計一季度實現歸屬於上市公司股東的淨利潤18.92億元—18.97億元,同期則虧損4.60億元。業績變動原因説明:
1、報告期內,公司繼續加強生物安全防控措施,確保養豬業安全穩定發展,公司肉豬(含毛豬和鮮品)銷量225.26萬頭。受全國豬肉市場供給偏緊的影響,生豬價格較上年同期大幅上漲。公司肉豬售價同比上漲193.69%,銷售收入同比增長17.13%,養豬業務獲得較好的盈利回報,直接影響公司淨利潤同比扭虧為盈。
2、報告期內,公司繼續積極發展養禽業務,公司銷售肉雞2.24億隻(含毛雞、鮮品和熟食),同比增長20.40%,銷售肉鴨1062.71萬隻,同比增長43.73%。報告期內,為防控新冠肺炎疫情,全國各地相繼採取了關閉活禽市場、封城封路、延遲復工等防控措施,活禽銷售受阻,市場需求驟降,導致活禽價格急劇下降,黃羽肉雞行業普遍虧損嚴重。2020年一季度,公司毛雞售價同比下降15.33%,毛鴨售價同比下降29.15%,養禽業務利潤同比大幅下降,出現較大虧損。隨着國內各地新冠肺炎疫情防控措施的逐步解除,3月起消費需求有所回暖,活禽價格已逐漸回升。
3、報告期內,歸屬於上市公司股東的非經常性損益約為-0.9億元~-1億元。
綜上所述,公司預計2020年一季度歸屬於上市公司股東的淨利潤同比扭虧為盈並大幅增長。
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