Guangdong Haid Group Co., Limited's (SZSE:002311) Prospects Need A Boost To Lift Shares
Guangdong Haid Group (002311.SZ): has a core production capacity layout in Southeast Asia, South America, and Africa, where aquaculture resources are abundant.
Gelonghui December 5th | Guangdong Haid Group (002311.SZ) stated in recent investor relations activities that the company has core production capacity layouts in Southeast Asia, South America, and Africa, all rich in aquaculture resources. Based on this, it will continue to develop the surrounding country markets and currently has factories under construction.
Guangdong Haid Group (002311.SZ): In the first half of the year, the company's overseas fodder sales exceeded 1 million tons, a year-on-year increase of over 30%.
Gelonghui, December 5th丨Guangdong Haid Group (002311.SZ) recently stated in its investor relations activities that in the first half of the year, the company's overseas fodder sales exceeded 1 million tons, a year-on-year increase of over 30%; at the same time, the gross margin of products steadily improved, further enhancing profitability. This trend continued in the third quarter, with both sales and profits showing good growth.
Guangdong Haid Group (002311.SZ): engaged in the production and sales of pet food.
On December 4th, Gelonghui reported that Guangdong Haid Group (002311.SZ) stated on the investor interaction platform that the company is layouting its industry chain business around providing comprehensive solutions for animal husbandry. The main products include fodder, quality animal seedlings, animal health, live pigs, aquatic products, and so on. The business operation has covered all aspects of product research and development, design, production, sales, and services. The company produces and sells pet food, but this segment's revenue proportion is very low.
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Guangdong Haid Group (002311.SZ): The company expects that there is still growth potential in the future special aquatic fodder capacity.
格隆汇November 18th | Guangdong Haid Group (002311.SZ) disclosed the investor relations activity record form. In the long run, the company expects the potential capacity of special aquatic fodder to continue to grow. At the same time, the long-term growth of special aquatic products requires opening up new consumer scenarios, such as household consumption.
Central China: Pig prices are running weakly, while the pet data during singles' day sales continues to grow.
Central China Securities released research reports stating that the industry's pe and pb are both lower than the historical valuation center, at a relatively low level, and are expected to see a valuation rebound in the future, maintaining an investment rating of "stronger than the market" for the industry.
Guangdong Haid Group (002311.SZ): The employee stock ownership plan has been completed and terminated in advance.
Gelonghui November 12 | Guangdong Haid Group (002311.SZ) announced that the company's 2023 employee stock ownership plan (referred to as the "2023 Employee Stock Ownership Plan") and core team employee stock ownership plan (referred to as the "Core Employee Stock Ownership Plan") have recently sold all the company's shares held. As of November 12, 2024, the 2023 Employee Stock Ownership Plan, holding 10,272,108 shares of the company's stock, has been completely sold through centralized competitive bidding, accounting for approximately 0.6174% of the company's current total share capital. As of November 12, 2024, core
Guolian Securities: Hog farming prosperity rises, pet and fodder companies' prosperity is on the rise.
In Q3 2024, the revenue of the pig sector increased compared to the previous quarter. 15 listed pig companies achieved a revenue of 126.516 billion yuan in the third quarter of 2024, an increase of 3.20% year-on-year and 18.01% quarter-on-quarter.
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Guangdong Haid Group's (SZSE:002311) Solid Earnings Are Supported By Other Strong Factors
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Guangdong Haid Group (002311.SZ): There is not much change in next year's capital expenditure plan compared to this year.
Guangdong Haid Group (002311.SZ) stated at the investor relations event on October 21 that next year's capital expenditure plan will not change much compared to this year. Overseas markets will be the focus of capital expenditure, while domestically it will lean towards upgrading and renovating existing production capacity equipment.
guangdong haid group (002311.SZ): overall overseas production capacity is relatively tight.
Gelonghui October 21st| Guangdong Haid Group (002311.SZ) stated at an investor relations event that overall overseas production capacity is relatively tight, therefore, the company is actively expanding the production capacity layout in the relevant regions in multiple ways.
Haida Group: Report for the third quarter of 2024
Net income increased by more than 60% year-on-year, Guangdong Haid Group plans to use no more than 10 billion yuan for financial management | Interpretations
①With the improvement in the live pig market and the low commodity raw material prices, guangdong haid group's net income in the first three quarters increased by more than 60% year-on-year; ②The company announced on the same day that it plans to use idle self-owned funds with a maximum balance not exceeding 10 billion yuan for entrusted wealth management.
Express News | Guangdong Haid Group Q3 Net Profit up 30.2% Y/Y
Guangdong Haid Group (002311.SZ) released its performance for the first three quarters, with a net income of 3.624 billion yuan, a year-on-year increase of 60.95%.
Zhito Finance APP news, guangdong haid group (002311.SZ) released the third quarter report of 2024. In the first three quarters, the company achieved operating income...
Guangdong Haid Group (002311.SZ): net income in the third quarter was 1.499 billion yuan, a year-on-year increase of 30.17%.
GLENCI 18th October | guangdong haid group (002311.SZ) announced its third quarter report for 2024, with revenue of 32.565 billion yuan for the reporting period, a year-on-year decrease of 4.75%; net income attributable to shareholders of the listed company was 1.499 billion yuan, an increase of 30.17% year-on-year; Net income attributable to shareholders of the listed company after deducting non-recurring gains and losses was 1.486 billion yuan, an increase of 34.75% year-on-year; Basic earnings per share was 0.90 yuan.
CICC Securities: The hog farming sector has entered a high-profit stage, bullish on the sustainability of this round of profits.
Due to factors such as cured meat preservation and Spring Festival stocking, the increase in demand in the fourth quarter relative to the third quarter is relatively rigid, and the high profitability level of the hog farming industry in 2024Q4 is worth looking forward to.