Nearly 9 billion pigs have been invested in the industry chain in three months, and "the first share of agriculture and animal husbandry in China" will return to pig industry

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Recently, the frequent actions of comdar have attracted the attention of the industry Previously, the focus of comdar has shifted from agriculture and animal husbandry to real estate, and it has started a six-year dispute over stock rights, which makes comdar seem to fade out of the vision of the animal husbandry industry However, when the African swine fever brought a heavy blow to the pig industry, or when the national pig breeding policy was the most favorable, comdar was in four places of Guangdong 89 Billion investment in pig industry chain has to make people focus on this "China's first share of agriculture and animal husbandry" 8mk started as a chicken raising company, the first listed agricultural and animal husbandry enterprise in China has a bumpy development In recent years, feed sales have hovered around 350000 tons According to the public information of 8mk, kondar, founded in 1979, formerly known as Shenzhen chicken raising company, was listed on Shenzhen Stock Exchange in 1994, and is the first listed agricultural and animal husbandry enterprise in China From the perspective of the feed sales volume of comdale in 2013-2018, it has been hovering around 330000-400000 tons, with little fluctuation In recent years, the company's business has expanded to pig breeding, feed processing, real estate development, financial investment and other sectors 8mk 8mk in 2017 and 2018, real estate suddenly became the main business The core business of 8mk kondar is farming and animal husbandry feed, which has not been interested in real estate development Comdale real estate company has been established since 1992, but it is only the "sideline" of comdale Since 2017, real estate has been playing an important role in comdar's revenue, accounting for 4.7% in 2016, 47.34% in 2017 and 52.08% in 2018 During this period, Kangda's main feed business did not grow much After Jingji became a major shareholder last year, kondar began to weaken its real estate business in order to avoid horizontal competition In the first half of this year, comdale's real estate revenue reached 417 million, accounting for 35.6% of the total revenue, down 16% from the end of last year At the same time, the traditional main business feed income of 471 million, more than real estate to become the main business As an early listed company of agriculture and animal husbandry that landed in the capital market, the development of comdar is relatively bumpy After combing its financial statements in the past decade, Changjiang business daily found that the company's revenue and net profit fluctuated significantly Among them, the growth rate of revenue from 1436 million yuan in 2009 to 1.55 billion yuan in 2017 was not significant, reaching 3.437 billion yuan in 2018, up 121.79% from the same period of last year; the attributable net profit fluctuated between profit and loss for many years, among which, the growth rate in 2018 was 381.22% to 437 million yuan 8mk will return to the breeding industry in 2019, and no new real estate business will be added In the first half of 2019, kondar's main business involves four major sectors: modern agriculture, public utilities, real estate industry and financial investment industry In the 2019 half year report, comdale mentioned that in the first half of 2019, the external environment facing the company is still severe, with both difficulties and opportunities In terms of 8mk agriculture, the impact of swine fever in Africa on pig feed market has been further expanded At the same time, due to the impact of environmental protection policies, the amount of live pig breeding has continued to decline, which directly affects the growth of feed industry sales At the same time, due to the reduction of the number of pigs, the gap between supply and demand has been widened, which on the contrary drives up the price of pork; In terms of 8mk real estate, the volume of real estate transactions in Shenzhen in the first half of the year has been enlarged, showing a steady and rising trend as a whole; in terms of 8mk public utilities, with the increasingly high requirements of transportation authorities on enterprise safety management, institutional setting, personnel allocation, management and control, the enterprise's safety production investment and operating costs have been increasing; In terms of 8mk finance, the state's increasingly strict control and requirements on financial and insurance risks make enterprises face more challenges, but at the same time, the opening of the financial and insurance industry also provides enterprises with more opportunities 8mk in addition, Condall also said in the semiannual report that he has no too big ambition for the real estate business, "will only develop and operate the existing stock land by himself or in cooperation with the third party professional institutions, and will not add any other real estate business." In the latest third quarter performance report released by 8mk, Kangda said its profit in the first nine months of this year was 150 million, an increase of 615.1% year on year The six-year equity dispute of 8mk kondar ended On October 15, 2008, Beijing base group became the largest shareholder of 8mk, and St Konda (000048 SZ), known as "China's first share in agriculture and animal husbandry", took off its hat and resumed trading The stock abbreviation was changed to "kondar" On the first day of resumption, the highest 27.35 yuan / share in kondar set a new high in nearly a year By the end of that day, it closed at 24.80 yuan / share, down 0.28% 8mk is worth noting that, while comdale's stock "decapitated" and its performance soared, the six-year equity dispute between the two major shareholders ended On the evening of October 15, kondar announced that its controlling shareholder, Jingji group, had already held 100% of the equity of Beijing times, thus the proportion of kondar's shares held by Jingji group would rise to 71.5% Comdar's investment in Gaozhou, Xuwen, Dianbai and Meizhou in three months totaled 8.9 billion yuan, with an annual total scale of more than 3 million heads On July 25, 12 departments including the Department of agriculture and rural areas of Guangdong Province and the development and Reform Commission of Guangdong Province jointly issued the notice on printing and distributing ten measures to promote pig production and guarantee market supply It is required to implement the red line system of pig production, include the minimum amount of pig in the "vegetable basket" mayor's responsibility system assessment, and make it clear that the goal of Guangdong Province's pig marketing plan in 2019 is 34 million, Each city must complete the specified indicators, Maoming is the most important, 5.13 million, 3.98 million in Zhanjiang, 3.32 million in Shaoguan, 2.42 million in Jiangmen, 2.35 million in Meizhou.. 8mk (1) Shenzhen Kangda plans to invest in the construction of pig industry chain project in Guangdong Province on August 21, 2019, which is different from Gaozhou people's government and Xuwen of Guangdong Province The people's Government of the county has signed the investment framework agreement of Gaozhou City's annual 1 million pigs industrial chain project and Xuwen pig breeding project The total investment of the two projects is about 6 billion yuan (RMB, the same below) The self breeding and self-supporting business model will be adopted for investment and construction in two phases The investment of a single project is about 3 billion yuan After completion, one million commercial pigs can be sold annually 8mk (2) on the evening of October 31, comdale (000048) announced that the company had recently signed the investment framework agreement for the 500000 pigs industrial chain project launched by comdale Maoming Dianbai district with the people's Government of Dianbai District, Maoming City, Guangdong Province, with a planned investment of about 1.4 billion yuan 8mk (3) in the evening of November 13, comdale (000048) announced that the company had signed the investment framework agreement for the 600000 pigs industrial chain project launched annually by comdale and Meizhou agricultural and rural Bureau of Guangdong Province, with a total planned investment of about 1.5 billion yuan 8mk (4) in addition to the investment in four regions, on October 18, Kangda invested 5 million yuan and signed the strategic cooperation framework agreement with South China Agricultural University The two sides mainly cooperated in scientific research, human resources, industrialization and other aspects The cooperation period is five years, from October 18, 2019 to October 17, 2024 The cooperation is mainly for South China Agricultural University to provide business guidance and technical support in enterprise management and pig health breeding 8mk's investment of 8.9 billion yuan in Guangdong can contribute more than 3 million pigs to Guangdong's breeding task, and on the other hand, it hopes that the first listed share of agriculture and animal husbandry can revive its breeding business 8mk (author: Ruonan)