今日晚间，新希望发布2024年三季度报告，实现营业收入772.09亿元，同比下降27.67%，实现归属于上市公司股东净利润为1.53亿元，上年同期净亏损38.58亿元。其中，第三季度公司实现营业收入276.32亿元，同比下降25.91%，实现净利润13.71亿元，扭亏为盈。对于业绩改善因素，新希望在财报中称：主要系生猪销售价格较去年同期上升，公司猪产业同比减亏所致。①new hope liuhe achieved a net profit of 153 million yuan in the first three quarters, compared to a net loss of 3.858 billion yuan in the same period last year; ②Pork prices rebounding and cost reduction and efficiency improvement are important factors for the company's performance improvement. The cost of fat pigs in the company's mid-line operation in October has dropped to 14.2 yuan/kg; ③The company's debt ratio as of the end of the third quarter dropped to 70.85%, decreasing for two consecutive quarters.
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Financial Alliance News October 30th (Reporter Liu Jian Wang Ping'an) Major listed pig companies have started to make money. As one of the top three listed pig companies in terms of output, new hope liuhe (000876.SZ) is no exception. Boosted by industry recovery and cost reduction and efficiency improvement, the company turned losses into profits year-on-year in the first three quarters.
Tonight, new hope liuhe released the third quarter report for 2024, achieving operating income of 77.209 billion yuan, a year-on-year decrease of 27.67%, and a net profit attributable to the company's shareholders of 153 million yuan, compared to a net loss of 3.858 billion yuan in the same period last year. In the third quarter, the company achieved operating income of 27.632 billion yuan, a year-on-year decrease of 25.91%, and a net profit of 1.371 billion yuan, turning losses into profits. Regarding the factors contributing to the performance improvement, new hope liuhe stated in the financial report: mainly due to the rise in pig selling prices compared to the same period last year, resulting in a year-on-year reduction in losses in the company's pig industry.
Looking at the sales briefing, the company slaughtered 12.4204 million pigs in the first three quarters of this year, a slight decrease from the same period last year, which was 13.0615 million pigs. The selling price of pigs showed a monthly upward trend and reached a peak of 20.13 yuan/kg in August.
Cost reduction and efficiency improvement are another important driving force for the company's performance improvement. Public information shows that the cost of fat pigs in the company's mid-line operation in October has dropped to 14.2 yuan/kg, compared to nearly 15.8 yuan/kg in the fourth quarter of last year, a decrease of nearly 1.6 yuan/kg during the year.
Performance improvement has accelerated the company's cash inflow and driven a continuous reduction in the debt ratio. The financial report shows that the net cash flow generated from operating activities in the first three quarters was 8.274 billion yuan, an increase of 24.14% year-on-year; the asset-liability ratio as of the end of the third quarter was 70.85%, decreasing for two consecutive quarters, down by 2.14 percentage points from the end of the first half and 3.18 percentage points from the end of the first quarter.
New Hope Liuhe recently stated that the company has a comprehensive plan for reducing debt and has been actively promoting it. The debt ratio in Q2 has already decreased compared to Q1. In recent years, the company's operational efficiency and pig raising costs have continued to improve. The cost of fat pigs in the mid-line operation in October has dropped to 14.2 yuan/kg. In addition, the company is actively pursuing other measures to reduce debt, improve capacity utilization through some capacity upgrades, and these debts will be handled in a smoother and more stable manner over the next three years.
生豚事業の改善と並行して、会社の海外飼料事業が急速に発展し、会社業績のもう一つの重要な支点となっており、情報筋はCaixin Mediaの記者に話しました。「今年、新希望の海外飼料事業が急速に発展しており、主にいくつかの海外地域の飼料市場が中国の20年前の黄金の発展時期に似ています。」
前の半期報告書では、既にこの兆候が現れており、新希望は「前半期、海外飼料販売数量が257万トンで、前年比+16％、増加率が二桁に達し、利益は前年比+50％増加しました。海外は当社の前半期の飼料事業の光る要の一つであり、各原料種に良い成長が見られました。」と述べています。
国外でのブルーオーシャン開拓と比較して、国内の飼料市場は競争がやや激しいことに注意する必要があります、特に豚用飼料に関しては。飼料工業協会の情報によると、1-9月の国内豚用飼料生産量は10229万トンで、前年比で6.8％減少しています。そのうち、仔ブタ用飼料、母ブタ用飼料、肥育ブタ用飼料の生産量はそれぞれ12.5％、7.7％、4.7％減少しました。