6 List of pig companies in April: Transcript of three pigs fell month-on-month
Wen's average sales price of hogs in April increased year-on-year; Vanke is about to raise pigs. Is it better to sell houses than to raise pigs?
After experiencing the "contrarian" gold-plating in the first quarter, the listed pig companies announced their "transcripts" in April. As of May 8th, 6 listed pig companies have disclosed "pig results": Wen's average selling price of hogs in April increased year-on-year, while Wen's average selling price of wool pigs and Muyuan's average selling price of commodity pigs , Zhengbang Technology's average sales price of commodity pigs (after deducting piglets) showed a month-on-month decline.
Domestic supply of live pigs is tight
In April 2020, Wen's shares sold 864,200 hogs (including hairy pigs and fresh products), with a revenue of 3.778 billion yuan, and the average sales price of hairy pigs was 33.24 yuan / kg, with a chain change of 1.43%, 3.62%, and -5.65%, respectively. The year-on-year changes were -53.66%, 21.95%, and 136.25% respectively.
Wen's said: In April 2020, the company's average hog sales price increased year-on-year, mainly due to the tight supply of domestic pigs.
In April, Jin Xinnong ’s live pig sales were 19,700 heads, with a sales income of 6,205,500 yuan. The average selling price of live pigs was 56.39 yuan / kg (after excluding the effects of piglets, breeding pigs and custody, the average price of commodity pigs was 31.14 yuan / kg). 22.98%, 8.93% and 29.10%, the year-on-year changes were -61.34%, -22.69% and 218.80% respectively.
It is reported that from January to April, Jin Xinnong sold a total of 90,400 live pigs (including 19,800 live pigs in custody), with a cumulative sales income of 25,516,460 yuan.
In April 2020, New Hope Liuhe sold 314,400 live pigs, a 15% month-on-month change, and a year-on-year change of 39%; revenue was 1.159 billion yuan, a 12% month-on-month change, and a year-on-year change of 189%; the average price of commercial fat pigs was 32.88 yuan Kilograms, a 0.3% month-on-month change, and a 117% year-on-year change.
"The main reason for the significant increase in live pig sales year-on-year was the firm implementation of the pig raising strategy in the fourth quarter of last year, and maintaining a greater intensity of piglet delivery. The main reason for the greater year-on-year increase in live pig sales revenue was the sharp rise in live pig prices and the increase in live pig sales." New Hope Liuhe expressed.
In April, Zhenghong Technology sold 26,600 live pigs, with a sales income of 11.6071 million yuan, with a chain change of 65.57% and 128.51%, and a year-on-year change of -81.28% and -54.18%, respectively.
The price of commodity pigs showed a downward trend in April
Muyuan said: "In April 2020, the overall price of commodity pigs showed a downward trend."
In April, Muyuan shares sold 1.247 million live pigs with a sales income of 3.99 billion yuan; the average sales price of commercial pigs was 29.10 yuan / kg, a decrease of 7.27% from March 2020.
In April, Zhengbang Technology sold 486,800 live pigs (including 37,700 piglets and 449,900 commercial pigs), an increase of 19.95% month-on-month, down 15.36% year-on-year; sales revenue was 2.117 billion yuan, an increase of 19.31% month-on-month, and an increase of 127.26%; The average sales price of commercial pigs (after deducting piglets) was 33.45 yuan / kg, down 4.16% from March; the average weight was 135.78 kg / head, up 6.39% from March.
Overall, in April this year, the average selling price of Wenshi's hairy pigs, the average selling price of Muyuan's commodity pigs, and the average selling price of Zhengbang Technology's commodity pigs (after deducting piglets) all showed a month-on-month decline.
On April 28, Wei Baigang, director of the Development Planning Department of the Ministry of Agriculture and Rural Affairs, said that the wholesale price of pork has fallen for 10 consecutive weeks, and it has dropped by about 6 yuan per kilogram. The supply of fresh agricultural products such as vegetables and fruits has increased, and the price has basically fallen to Perennial level.
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The growth rate of Vanke's cross-border pig raising last year was lower than market expectations
On the evening of May 7, Vanke issued a recruitment message, and all five positions were related to pig farming. For a time, the news that Vanke was about to raise pigs was like a thunder, which attracted everyone to watch. Was the pork too attractive or the real estate not making money?
Vanke was established in the Shenzhen Special Economic Zone in 1984, and the shareholding system reform was implemented in 1988; on January 29, 1991, the A shares issued by the company were listed on the Shenzhen Stock Exchange. In 1988, Vanke entered the real estate industry and gradually grew into a well-known enterprise in the real estate field.
The annual report shows that in 2019, Vanke achieved operating income of approximately 367.894 billion yuan, an increase of 23.59% year-on-year; the net profit attributable to shareholders of listed companies was approximately 38.872 billion yuan, an increase of 15.1% year-on-year.
On the other hand, Vanke's total liabilities also increased from 1,292.959 billion yuan at the end of 2018 to 1,459.35 billion yuan at the end of 2019, an increase of 12.87%. As of the end of 2019, Vanke's asset-liability ratio was 84.36%, a decrease of 0.23 percentage points from the same period in 2018; its net debt ratio was 33.87%, an increase of 2.98 percentage points from the same period in 2018. Although net revenues have maintained a growth trend, many institutions believe that Vanke's 2019 performance is slightly lower than market expectations.
Vanke said: The Group adheres to the "urban and rural construction and living service provider" strategy, while consolidating the advantages of residential development and property services, it actively develops leasing residential, commercial development and operations, logistics and storage services, ice and snow vacations, food, corporate services and other businesses . In the first quarter of this year, the Group focused on surviving the epidemic steadily and strengthening corporate immunity. It accelerated the resumption of work on the premise of ensuring the safety of employees, made every effort to reduce the impact of the epidemic on operations and promote the orderly development of various businesses.
Beijing News reporter Yan Xia