A number of pig companies released the first half of the year's performance trailer: losses in the second quarter or gradually narrowed

Recently, a number of listed pig companies have announced the performance preview of the first half of 2022. From the perspective of the semi -annual performance preview of the listed pig companies, Tianbang Foods turned their losses into profits, and the remaining business situations were unspeakable.

Among them, Muyuan shares are expected to have a pre-loss of 6.3 billion to 6.9 billion yuan, a year-on-year decrease of 166.13%-172.43%; new hopes will have a loss of 3.9 billion to 4.2 billion yuan, a year-on-year decrease of 14.2%-22.98%; Yuan, a year-on-year decrease of 165.72%-221.66%, three pig companies with an estimated loss of more than 3 billion yuan.

The reason is that most companies are affected by the first quarter performance. However, since July, the price of pigs has rebounded significantly. Or will turn losses into profit.

[Many pig companies have narrowed their losses in the second quarter]

Specifically, the original profit of the first half of the year is expected to lose a net profit of 6.3 billion to 6.9 billion yuan in net profit in the first half of the year, a year -on -year decrease of 166.13%to 172.43%. In the first quarter, the company achieved revenue of 18.28 billion yuan, a year -on -year decrease of 9.3%; the net loss of home mother was 5.18 billion yuan, a year -on -year decrease of 174.4%; rough calculations, the net loss of Muyuan shares in the second quarter narrowed from the first quarter. The company said that the number of pigs in the reporting period increased significantly compared with the same period last year. At the same time, the price of pigs decreased significantly compared with the same period last year, which led to the company's operating performance in the first half of 2022 decreased significantly compared with the same period last year.

At the same time, New Hope will continue to show losses. It is expected that the net profit loss of 3.9 billion yuan to 4.2 billion yuan in the first half of 2022, a year-on-year decrease of 14.2%-22.98%, and the loss of 3.415 billion yuan in the same period last year. The company stated that during the reporting period, the sales price of pigs fell sharply, with 6.848 million pigs, a year -on -year increase of 53.51%. The decline in sales prices in sales volume and stack of sales prices led to the main reason for the loss of operating performance.

Zhengbang Technology is also closely following the previous two. The company is expected to lose about 3.8 billion yuan to 4.6 billion yuan in the first half of 2022, a year-on-year decrease of 165.72%-221.66%. The company said that in the first half of 2022, the average price of domestic pigs was still at a lower level. The company's pigs were ranging from 4.8452 million heads, a year -on -year decrease of 30.75%. The rise in prices has caused the company to bear certain performance pressure in the first half of the year.

The company's staged incompatibility with the existing production capacity and the scale of existing production capacity caused the overall capacity utilization rate to increase the overall production capacity, resulting in an increase in depreciation and amortization costs. In the future, it will continue to integrate and optimize company resources, continue to improve the quality and breeding efficiency of the storage pads, and reduce the complete cost of pig farming.

In addition to the above-mentioned pre-losing enterprises, Tianbang Food is rare from the pre-profit company in the first half of the year. The company previewed that the net profit in the first half of 2022 was 580 million yuan to 650 million yuan, a year-on-year increase of 189.16%-199.92%. It was a loss of 651 million yuan.

It should be pointed out that although Tianbang Food is expected to turn losses into profits, the main business of pig farming is not ideal. The company's net profit attributable to the mother in the first half of 2022 to turn a profit. Investment income is 1.394 billion yuan.

The net profit after deducting non -recurring profit or loss is still negative, mainly from the loss of pig breeding business. The company said that the overall pig price in the first half of 2022 is still at a low level and the feed price is high. Double pressure. However, from the perspective of the trend, with the gradual rise of pig prices in the second quarter and the company's pork production capacity to stabilize the rebound and improve efficiency, the losses in the second quarter have narrowed significantly compared with the first quarter.

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