Animal husbandry industry's "Olympic athletes" - feed enterprises, pig enterprises, poultry enterprises reported half a year!

OA show ('918 '); today, the Rio Olympic Games are coming to an end In more than half a month, Chinese athletes from all walks of life are also reporting good news Badminton, walking, weightlifting Yesterday's news of China's women's volleyball team winning the gold medal in the Olympic Games burst the circle of friends, and the ratings reached a new high Even the news broadcast lasted seven minutes, which was probably the most exalted gold medal in Rio Olympic Games It was the Chinese women's volleyball team that stood on the highest podium of the Olympic Games 12 years later The spirit of China's women's volleyball team made every Chinese proud The picture of EEG comes from the Tencent News EEG Olympic Games With the announcement of the semi annual report, our industry has been pleasantly surprised Ruonan divides the listed enterprises into feed enterprises, pig raising enterprises and poultry raising enterprises Although the listed feed enterprises are also gradually involved in breeding, the enterprises mainly engaged in export of feed still belong to feed enterprises However, like Zhengbang technology, the number of feed enterprises and breeding enterprises can not be ignored, so Ruonan has classified and summarized the feed and breeding enterprises EEG 1 2016 performance report of listed feed enterprises EEG 1 Look at the sales volume first Among feed enterprises, new hope Liuhe still maintains the leading position Although it has experienced several senior managers' resignation in succession, the half year feed output is still nearly 7 million tons, and it is expected that the annual feed output will not be lower than 14.49 million tons in 2015; The same is true for Zhengda and Zhengbang In 2015, the sales volume was 5.5 million tons and 4.83 million tons respectively, while in the first half of 2016, the sales volume was basically equal to half of their last year's production; Dabei agriculture is slightly lower, and the sales volume of jinxinnong is significantly improved In 2015, the sales volume was 550000 tons, and in the first half of this year, 328600 tons, a year-on-year increase of 33.14% In particular, the sales volume of trough materials, suckling pig materials and breeding pig materials increased significantly, accounting for the least proportion of tianbang However, the sales volume of tianbang's feed increased by 3.66% compared with the first half of last year, including aquatic feed Sales volume was 57700 tons, up 21.39% year on year The red ink in the figure below indicates the proportion of sales volume in the first half of this year to that in the whole year of last year eeG eeG
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2 Looking at the business income again, with the recovery of pig breeding market in the second half of the year, it has also brought a lot of benefits to feed enterprises Most feed enterprises' business income and net profit have both increased Only Zhenghong technology lost 4-5 million yuan in the first half of the year, and Jinxin agriculture's business income has decreased by 7.6% because of the reduction of the business scale of raw material Trade and the internal decline of Zhengda Group's business income Strategic adjustment of feed sector (information from pig E-Net) EEG 3 In terms of net profit, the net profit of other enterprises except Zhenghong technology has increased, especially Zhengbang technology, with a year-on-year growth of 22680.73%, because the net profit of the first half of last year was 2.7 million, and this year's net profit was 610 million due to the significant increase of the income of the breeding sector, which will be explained in the following article The highest feed gross profit rate was dabiannong (24.65%), followed by tianbang (14.8%) and jinxinnong (14.7%) EEG II Performance report of listed pig raising enterprises in 2016 In more than half of 2016, pig raising enterprises were eager to do nothing Most of them had a net profit of more than 100 million yuan, the highest of which was Wynn's shares In the first half of 2016, they sold more than 8 million pigs, with a net profit of about 7 billion yuan, more than twice the number of pigs sold by other enterprises, which is not an order of magnitude; In the first half of this year, the number of pigs sold by muyuan, Zhengbang and Faerie exceeded 1 million, and their net profit increased significantly year on year (in red ink) In the part of operating income, only the year-on-year decrease of LUONIUSHAN is not due to the decrease of breeding income, but also the decrease of real estate income EEG III performance report of listed poultry enterprises in 2016 EEG EEG poultry industry due to limited introduction of avian influenza in ancestral chicken exporting countries, decreased from 1.54 million in 2013 to 1.18 million in 2014, and even 720000 in 2015 Influenced by the ban on introduction of ancestral chickens in 2015, since 2016, the introduction rate and quantity of white feather broiler ancestral chickens are far lower than the elimination rate of ancestral chickens According to the statistics of the association of animal husbandry, from January to June 2016, the introduction quantity of white feather broiler's ancestral chickens in China was less than 110000 sets, and it is estimated that the introduction level of ancestral chickens in the whole year is far below the normal value, so the poultry industry has experienced a wave of automatic capacity removal process, so it ushered in the good news of this year, and the four listed poultry companies have realized the increase of net profit In a word, the first half of 2016 was not bad Listed enterprises, whether in feed or breeding, basically made a large profit First, due to the lack of stock in pig breeding market and the continuous high price of pigs, second, due to the low price of raw materials such as corn and soybean meal; Looking at the second half of the year, the recovery of pig stock is not achieved overnight Coupled with the strict environmental protection policy, the profits of breeding are still considerable In the face of the once depressed price, our pig raising enterprises have survived the difficulties Let the bullets of profits fly a little longer