超八成养猪股2023年亏损
近期,上市猪企纷纷公布2023年年报。养猪《农财智库》数据显示,股年23家上市猪企2023年总收入超6800亿元,亏损总利润亏超146亿元,超成生猪销量总和1.6亿多头。养猪
显而易见的股年是,在低迷的亏损行情面前,亏损成为行业主旋律。超成23家猪企中,养猪仅4家盈利,股年19家亏损,占比高达83%。
13家猪企营收超百亿元
从营收表现来看,23家上市猪企合计创造营收6877.02亿元。其中,新希望、海大集团和牧原股份是仅有的三家跨入千亿营收的猪企,2023年营收分别达1417.03亿元、1161.17亿元和1108.61亿元。另外,各有10家猪企位于百亿营收和数十亿元营收的梯队。
相比去年同期,23家上市猪企中,16家实现增长,7家出现下降。
其中,2023年营收增幅最大的是京基智农,为107.1%。这或许与京基智农房地产业务收入的增加有着密切的关系,这表明该公司在房地产市场上的表现对其整体收入增长起到了重要的推动作用。跌幅最大的是*ST正邦,为51.5%,主要系生猪出栏量增长幅度、销售节奏等因素导致。
4家猪企盈利,总额超132亿元
观察利润端,23家上市猪企中,仅新希望、京基智农、海大集团和*ST正邦四家猪企实现盈利,净利润分别为2.49亿元、17.46亿元、27.41亿元和85.29亿元,合计盈利132.65亿元。为何这四家企业能在亏损大潮中独善其身?
财报资料显示,新希望实现盈利的其中一个重要原因是,2023年年底,新希望对白羽肉禽和食品深加工板块引入战略投资者并转让控股权,宣布重点聚焦饲料、生猪养殖与屠宰两大行业,相关转让帮助业绩实现扭亏为盈。
而*ST正邦实现盈利的一个重要原因是根据《重整计划》实施以股抵债产生的重整收益176亿元。(更多详情请阅读:双胞胎出手!*ST正邦2023年净利润超85亿元创历史最高!负债率降至50%||巨头观察)
此外,京基智农在2023年的业绩较2022年同期大幅增长的主要原因系公司房地产项目交付数量较2022年同期大幅增加,结转销售收入及利润相应大幅增长。
事实上,海大集团虽说实现净利润27.41亿元,但同比下降7.31%。海大表示,主要是由于养殖业务发生亏损所致。目前,公司正在摸索轻资产、低风险、稳健的生猪养殖模式。
19家猪企亏损,总额超279亿元
《农财智库》数据显示,在亏损的19家猪企中,亏损总额高达279.15亿元。其中,去年同期盈利52.89亿元的温氏股份,2023年净利润亏损最严重,高达63.9亿元。亏损额排在第二高的牧原股份也出现上市以来的首亏,2023年实现净利润亏损-41.68亿元。
此外,傲农生物、天邦食品、大北农、唐人神、天康生物、新五丰等亏损额也均超10亿元。
对于亏损原因,多家上市猪企在年报中提及,一是养猪成本高;二是行情低迷;三是产能过剩。
就产能情况而言,23家上市猪企2023年生猪出栏总量为16527.92万头,比2022年新增出栏2643.86万头。
不难发现,卖得越多亏得越多。出栏量位列一二名的牧原股份和温氏股份,净利润的亏损额也是名列前茅的。可见,在产能大释放时期,遇上低迷行情,亏损是猪企们是不可避免的结局。
从2023年净利润的同比变化来看,除京基智农、*ST正邦同比增长125.89%和163.72%外,其余21家猪企同比均出现不同程度的下滑。其中,大北农、金新农、新五丰、东瑞股份、唐人神的同比降幅均超12倍。
以同比降幅最高的大北农为例,2023年净亏损21.74亿元,同比跌4255.85%。对此,大北农表示:“公司2023年亏损金额较大,主要受养猪业务亏损及计提的各类资产减值损失、信用减值损失的影响较大。公司的饲料业务和种业业务经营绩效较好,其中,饲料业务净利润同比增长超过60%。”
近期猪价让养猪人看到点希望,希望2024年,上市猪企能一举扭亏为盈!
【作者】曾慧玲
【来源】南方农村报 农财宝典 新牧网
-
US Open 2024 livestream: How to watch US Open tennis for free案件与两被告相关联 为何只有一被告承担责任“养老+金融”助力老有所养Uber will scan drivers' faces to make sure they're wearing masksNew image shows the North Star is changing. And it has spots.US says N. Korean actions along DMZ increasing risk of military tensions, miscalculationsNow is a great time to invest in a menstrual cup'Loki' reviews are in: Here's what critics think of Marvel's latest TV showElon Musk's AI facility is reportedly operating gas turbines without a permitFacebook employees walk out over hands
下一篇:The local version of Project 2025 is already causing devastation.
- ·Newborns hit new low, but births to those unmarried reach record high: data
- ·China looks to retaliate against U.S. over ‘unreasonable suppression’ of Huawei
- ·Military reports 144 more COVID
- ·Coronavirus cooking is like a messed
- ·A Barbie flip phone is here from HMD
- ·Your national parks are free during coronavirus
- ·被执行人死亡 遗产继承人是否要担责
- ·Rangnick fears for United defence at Liverpool
- ·[Herald Review] Tori Kelly thrills fans, hints her love for Korean artists
- ·How Democrats could band together to slow Trump’s judicial appointments.
- ·How Twitter and Trump's toxic relationship came crashing down
- ·What kind of villain is Loki, really? 'Loki' on Disney+ wants to know.
- ·Is Mercury retrograde messing with you? Think again.
- ·“文明家庭” 用好家风诠释幸福真谛
- ·Millions across the UK clap and cheer NHS workers in emotional tribute
- ·Man Utd 'six years' behind after Liverpool thrashing
- ·Students get free entry at second Rawalpindi Test but what’s the catch?
- ·Here’s how to create your Facebook Avatar in a few simple steps
- ·川台《乡村大篷车》在荥经县完成节目录制
- ·What kind of villain is Loki, really? 'Loki' on Disney+ wants to know.
- ·How much will PCB's Champions Cup mentors be paid?
- ·Elon Musk announces that the Tesla Model S Plaid+ is 'canceled'
- ·'Loki' reviews are in: Here's what critics think of Marvel's latest TV show
- ·市生活垃圾焚烧发电项目(1号线)正式点火试运营
- ·夏凤俭与四川建安工业有限责任公司董事长耿海波座谈
- ·The Angle: Supreme Court forfeiture, Bernie Sanders, movie censorship.
- ·PS5 Pro: It looks like a sketch of the design just leaked
- ·How Twitter and Trump's toxic relationship came crashing down
- ·Care facility gets through isolation with a game of life
- ·China looks to retaliate against U.S. over ‘unreasonable suppression’ of Huawei
- ·Our galaxy might crash into Andromeda. What would happen to Earth?
- ·US says N. Korean actions along DMZ increasing risk of military tensions, miscalculations
- ·Man Utd 'six years' behind after Liverpool thrashing
- ·Trump’s national emergency to build his border wall is the most autocratic move of his presidency.
- ·Best smart home deal: The Amazon Smart Thermostat is just $63.99
- ·被执行人死亡 遗产继承人是否要担责