Mayuan's half-year net profit exceeds 10 billion, chasing the total profit since the listing, Tianbang net profit has doubled 5 times

Pig in the end more money, in the end more people red, these two half-year financial reports can tell you the answer!On the evening of July 6,, Masahara disclosed its first half 2020 earnings forecast, and the net profit attributable to shareholders of listed companies in the first half of the year is expected to be10.5 billion yuan to 11 billion yuan, compared with a loss of 155.7 billion yuan for the same period in 2019another pig company, Tianbang, also disclosed its first-half 2020 earnings forecast, and the first-half net profit is expected to be1.48 billion yuan to 1.58 billion yuan, up 502.9% year-on-year to 530.12 percent, compared with a loss of 367 million yuan for the same period in 2019Makuyuan made tens of billions of dollars in half-year, catching up with the total profits since the listing
What is the concept of the net profit of 10.5 billion yuan to 11 billion yuan in the first half of the year? This has far exceeded the company's net profit of 6.114 billion yuan for the full year 2019, andhas already caught up with the company's net profit (about 12 billion yuan)since its listingnot only that, but second-quarter net profit almost beat full-year 2019 net profitIn the first quarter of this year, Masahara's shares achieved a net profit of 4.131 billion yuan, turning a profitmeans that in the second quarter, The net profit of Masahara's shares exceeded 6 billion yuannet profit for the whole of 2019 was RMB6.114 billion 's June pig-out doubled year-on-year, doubling its income 　　In June 2019, The company sold just 801,000 pigs, up from 1.523 million in June The rise in volume prices led to a surge in the monthly sales figures of Mayuan shares, which rose to 4,658 million yuan in June last year, when the company's monthly sales revenue was 1,193 million yuan the first half of 2020, Muyuan sold a total of 6.781 million pigs , pig sales increased 16.6% year-on-year, of which 3.967 million pigs, 2.731 million piglets, 83,000 pigs Tianbang's first-half pig sales fell, but net profit of 1.5 billion yuan doubled fivefold
　　Tianbang shares net profit of RMB1.48-1.58 billion in the first half of the year, up 502.9% yoY to 530.12%, but sales of 11.197 million pigs sold in the first half of the year, down 26.21% YoY; Tianbang shares said that the first half of the pig sales volume fell year-on-year, sales revenue and average sales price sharply increased year-on-year, partly because of the outbreak of swine fever in Africa led to a reduction in pig industry production, pig market prices rose sharply year-on-year, and the other is because the company's sales constitute a relatively high proportion of medium-sized pigs, piglets accounted for a relatively high in the first half of 2020 Wen's, Zhengbang, Tiankang, Aonon and other pig enterprises have increased or decreased, but the income has increased significantly
Wen's shares: june sales of 8485 million pigs, sales revenue of 3.512 billion yuan, the average price of pig sales of 33.35 yuan / kg; , Wen's sales of 4.866 million pigs in January-June were 4.866 million, down 58.6 percent from the , and sales revenue was 20.56 billion yuan, up 14 percent year-on-year Zhengbang Technology: sales of 69.41 million pigs and sales revenue of 2.323 billion yuan in June 2020, and 2.7254 million pigs sold in from January to June 2020, down 11.90% YoY ; Zhengbang said that the larger year-on-year increase in pig production revenue was mainly due to the larger increase in pig sales prices Tiankang Bio: sales of 10.55 million pigs in June 2020, sales revenue of 311 million yuan, in June 2020, the average sales price of commercial pigs (excluding piglets, piglets) 28.68 yuan / kg, the average weight of 131.82 kg total sales of 425.1 million pigs in the January-June period, an increase of 4.22% over the same period last year, and the cumulative sales revenue of of 1.297 billion yuan, an increase of 224.25% over the same period last year Aonon: June 2020, the company's sales of 910,000 pigs, sales decreased by 10.16% month-on-month, an increase of 59.34% year-on-year the first half of the year, Aonon sold a total of 473,500 pigs, sales increased by 40.30 percent year-on-year at the end of June 2020, the Company had 50.95 million pigs, an increase of 20.17 percent month-on-month and 87.04 percent from the end of June 2019 pig prices rose 6.07 yuan / kg in 6 weeks, multi-province increase of more than 8 yuan / kg
　　According to the Ministry of Agriculture and Rural Affairs' fixed-point monitoring of the 500 county market in China, pork prices have risen since the first week of June, from 51.36 yuan/kg in the first week of July, and 5.38 yuan/kg per kilogram, up 11.7 percent, in the first week of July, 5.38 yuan/kg The rate and magnitude of the decline in pig prices is higher After 13 consecutive weeks of decline, the price of pig in the market began to recover in the fourth week of May, reaching 34.56 yuan/kg in the first week of July, and rising 6.07 yuan/kg in the 6 weeks, up 21.3% this round of rising pig-producing areas, higher price increases, Hebei, Tianjin, Heilongjiang, Jilin, Liaoning, Jiangsu, Zhejiang, Shandong, Henan and other provinces 6 weeks cumulative rise of more than 8 yuan / kg, while the main sales area of Guangdong in about 6 yuan / kg "Mainly in March-May, the northern production area of pig prices fell by a large randing margin, after the improvement of consumer pig prices rebounded faster than the sales area To some extent, it shows that the current tight supply of commodity pigs is still more prominent, while pork consumption, although it has increased significantly, is still in the process of recovery Zhu explained Zhuotron information analyst Niu Zhe said, in addition to the current period is in the cut-off period, a variety of sudden factors of the overlay has also played a certain role in promoting First, the recent pig transfer crackdown to increase the resistance to transfer, the southern sales area bullish sentiment increased, the big field for many days to raise pig prices Second, the global meat joint plant gathering frequency, follow-up China's pork imports or will narrow, leading to some operators on the market from bearish to bullish, and the recent frozen goods under strict inspection, the market frozen goods circulation decreased, to a certain extent to promote the speed of fresh sales, but also pushed up the rear of the market bullish enthusiasm pork prices have been rising for 5 weeks in the future market brokerage views divergence
Changjiang Securities said that the second quarter of the column improved month-on-month, enterprises into the profit release period Pig prices remained high in the first half of 2020, and Q2 enterprises gradually rebounded, pig farming sector performance is expected to be bright As the African swine plague brought about by the depth of industry production capacity de-de-ification, pig prices continued to be high in the first half of the year, the national average price of pigs 34 yuan / kg, an increase of 137 percent year-on-year Since the second quarter, short-term pig prices have fallen due to the low-season consumption season and the concentration of pig sales, but the year-on-year growth rate is still 104% Pig prices are expected to continue to rise in the third quarter or continue, and under the background of the normalization of non-plague outbreaks, high pig prices are expected to continue However, Huatai Securities view is different, think that the rise in pig prices is difficult to continue As of July 4, pork prices had risen for five weeks, the newspaper said Recent factors of increasein pork prices include rising temperatures and rain floods affecting pig farming/transfer, the spread of swine fever in local areas, a slowdown in the import of supplementary channels for pork supply and the delivery of frozen pork reserves, and a tightening of supply after a sell-off in pork prices since February Huatai Securities forecast that the recent rise in pig prices is difficult to sustain, on the one hand, the arrival of school summer vacation or cause a decline in demand for pork, on the other hand, according to the leading pig column for pig column, pork supply is expected to improve in the second half of this year, still need to be alert to the southern rainy season brought about by the spread risk of swine fever for the pig industry sector related layout opportunities, Fangzheng Securities pointed out that the rebound in pig prices to meet the layout opportunities The rapid rise in pig prices, the secondary rise of the non-plague epidemic in the south affects the recovery of production capacity The recent surge in pig prices, mainly due to the production capacity has not yet recovered coupled with the early sell-off brought by the price of the above-priced in May, resulting in the current national fat pig in the cut-off period, the price of higher than expected rise, breeding end of the sale sentiment is strong, there is still room for subsequent rise The southern rainy season affected by the outbreak relapsed again, affecting the recovery of pig production capacity, the reduction of overlay imported meat, the second half of the pig supply is tight, pig prices will remain high operation