Raising pigs and loops to transfer companies to grief and joy

Raising pigs and loops to transfer companies to grief and joy

In 2015, it was halfway through and the company's performance forecast was freshly released. In the first quarter of 2015, the price of the entire breeding industry was extremely low. The pig industry also witnessed an icy situation in the first and second quarters. The profit in the second quarter prompted many pig-listed companies to revise their earnings performance in the first half of the year. On the whole, in the entire pig industry chain in the first half of the year, pig production was better than last year, feed was less than last year, and the performance of animal protection was better than others.

1. The profit for the first half of the Yingying Farming and Animal Husbandry is expected to reach 300 to 10 million yuan, much higher than expected.

On July 6, the Yingying Farming and Animal Husbandry issued a revised announcement for the 2015 semi-annual performance forecast. The net profit for the first half of the year reached 3 million to 10 million yuan, which is much higher than the previous expected performance. Profits increased significantly from -148 million yuan in the same period of last year.

As for the reason for the change in performance, since May 2015, prices of commercial hogs and commodity piglets have entered a rising channel. In the second quarter, the price of commercial hogs rose by about 25%, and that of commodity pigs rose by more than 30%. The current rising price of commercial piglets has had a positive effect on its operating conditions, which has made the company's profitability higher than expected.

2. Zhengbang Technology's net profit for the first half of the year was 5 million to 10 million yuan, which was a year-on-year loss.

On July 9, Zhengbang Technology issued a notice of amendments to the performance forecast. In the first half of the year, it achieved a net profit of 5 million to 10 million yuan, which was a year-on-year loss and a loss of 145 million yuan in the same period of last year.

Zhengbang Technology stated that since the second quarter of 2015, the price of live pigs has increased by a large margin and the average price has increased by more than 20% from the previous quarter. Coupled with the increase in aquaculture efficiency and the gradual decline in costs, the income from hog farming has increased in a chain. Due to the relatively high proportion of pig breeding business in the company's revenue structure and steady development of the feed and veterinary medicine business, the company's overall profit level is better than expected.

3. Luo Niushan’s net profit fell in the first half of the year, and it was difficult for pig farms to shut down and benefit from rising pig prices.

On July 14, Luo Niushan announced its performance forecast. The net profit for the first half of the year was between 2 million and 3 million yuan, which was a year-on-year decrease of 87.46%-91.64% and a profit of 23.92 million yuan in the same period last year.

In the first quarter of 2015, in the general loss of pigs, Luo Niushan benefited from the disposal income of trading financial assets and stocks, and achieved a net profit of 15.507 million yuan. In the second quarter, in the case of higher-than-expected pig prices, Luo Niushan reversed a loss of 1250-1350 million yuan in a single quarter, mainly due to environmental issues, the company has shut down 23 farms, the scale of pig breeding decreased, and the disposal of non-current assets The decrease in profit and loss year-on-year has a significant impact on the company's performance.

4. The net profit of Dabei Agriculture in the first half of the year is expected to decline by 15%-30% year-on-year.

On July 15, Dabeiong issued a revised announcement of its first-half performance forecast. The net profit was 199 million to 242 million yuan, a year-on-year decrease of 15%-30%. The net profit of Dabei farmers fell for two consecutive years, and this year's decline was also the largest.

Reasons for poor performance: In recent years, affected by the continuous downturn in pig prices in the downstream aquaculture industry, farmers have suffered widespread losses. Some farmers have either given up their breeding or reduced the amount of farming, which has caused a decline in the number of live pigs on the market and a reduction in the demand for feed products. expected. Although the price of live pigs has increased since May and the downstream booming pig breeding industry continues to pick up, the demand for feed and related products in the aquaculture market needs a certain period.

5. Dahuanong expects its net profit to increase 100-130% year-on-year in the first half of the year.

On July 14, Dahuanong’s net profit attributable to shareholders of the listed company during the first half of 2015 was 52.8045-6082.4 million yuan, which was 100-130% higher than the same period of last year.

The reason for the change in performance was that the market environment in the breeding industry improved, and the demand for drug vaccines increased; the company achieved remarkable results in the promotion of pig products, and achieved a significant increase in revenue and profits.

6. Tiankang Biologicals repaired the first half of the year's forecast because of the increase in investment income.

On July 8, Tiankang Biotech released a revised announcement of its performance forecast. In the first half of the year, it achieved a net profit of 114 to 142 million yuan, an increase of 20% to 50% year-on-year.

Tiankang Biological said that the company’s subsidiary Jilin Guanjie Biotechnology Co., Ltd. will increase its capital and expand shares in this period. The company originally held 57.05% equity in Jilin Crown Circle. After the capital increase and share expansion, the company holds 30.048% equity in Jilin. The long-term equity investment in Guanjie was changed from the cost method to the equity method.

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