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10月猪价又降了,牧原股份收入环比上涨,温氏股份等多家猪企收入下滑

sanjibaozhuqi“quanyuan”yingli。

图片来源:界面图片

记者 | 沈溦

duojiazhuqiluxugongbu10yueshengzhuxiaoshoujianbao。

zaisanjibaojihuquanyuanshixianyinglihou,suizheshengzhuchulandezengzhang,zhuroujiageyoumingxianyousuoxiahua。

yi“zhuwang”muyuangufen(002714.sz)weili,10yuegongsixiaoshoushengzhu649.8wantou(qizhongshangpinzhu625.2 wantou,zizhu23.4wantou,zhongzhu1.1wantou),xiaoshoushouru134.23yiyuan。10yuegongsishangpinzhuxiaoshoujunjia17.17yuan/gongjin,huanbixiahua7.94%。

wenshigufen(300498.sz)biaoshigongsi10yuexiaoshourouzhu267.20wantou(hanmaozhuhexianpin),shouru58.12yiyuan,maozhuxiaoshoujunjia17.64yuan/gongjin,huanbibiandongfenbiewei6.43%、-0.89%、-7.40%,tongbibiandongfenbiewei11.54%、32.36%、16.74%。

xinxiwang(000876.sz)gonggao,gongsi2024nian10yuexiaoshoushengzhu125.34wantou,huanbizengzhang5.12%,tongbixiajiang14.82%;shouru20.81yiyuan,huanbixiajiang9.21%,tongbixiajiang11.11%;shangpinzhuxiaoshoujunjia17.37yuan/gongjin,huanbixiajiang7.66%,tongbizengzhang16.5%。

dongruigufen(001201.sz)gongbushengzhuxiaoshoujianbao,10yuegongxiaoshoushengzhu9.80wantou,xiaoshoushouru1.30yiyuan,huanbixiajiang4.71%;shangpinzhuxiaoshoujunjia19.21yuan/gongjin,huanbixiajiang4.82%。

jingjizhinong(000048.sz)gonggao,10yuegongsixiaoshoushengzhu18.29wantou,xiaoshoushouru3.75yiyuan;shangpinzhuxiaoshoujunjia18yuan/gongjin。qianshigeyue,gongsileijixiaoshoushengzhu181.73wantou,leijixiaoshoushouru32.65yiyuan。

sttianbang(002124.sz)gonggao,gongsi2024nian10yuexiaoshoushangpinzhu48.44wantou,xiaoshoushouru7.29yiyuan,xiaoshoujunjia18.49yuan/gongjin,huanbibiandongfenbiewei11%、-11.06%、-6.41%。qianshigeyuexiaoshoushangpinzhu498.61wantou,xiaoshoushouru72.71yiyuan,xiaoshoujunjia17.93yuan/gongjin,tongbibiandongfenbiewei-7.41%、-7.76%、17.31%。

dabeinong(002385.sz)gongbu2024nian10yuefenshengzhuxiaoshouqingkuang,gongsikonggujicangugongsishengzhuxiaoshoushuliang10yuehejiwei65.21wantou,leijiwei492.85wantou;shengzhuxiaoshoushouru10yuehejiwei12.95yiyuan,1-10yueleijiwei91.03yiyuan。

shennongjituan(605296.sh)gonggao,2024nian10yuefen,gongsixiaoshoushengzhu20.28wantou,xiaoshoushouru4.48yiyuan。10yuefen,gongsishangpinzhujiagechengxianxiajiangqushi,shangpinzhuxiaoshoujunjia17.46yuan/gongjin,bi9yuefenxiajiang5.77%。qianshigeyue,gongsigongxiaoshoushengzhu186.65wantou,xiaoshoushouru36.84yiyuan。

从业绩表现来看,猪企三季报盈利能力大幅提升,几乎全员实现盈利。

duiyusijiduzhuroujiagehechulanshujudequshi,zaoqian,nongyenongcunbudangzuchengyuanlijinghuizaiguoxinbanfabuhuishangjiubiaoshi,zhenduisijidushengzhushichangzoushi,nongyenongcunbuduocizuzhiyangzhiqiye、xingyexiehuihezhuanjiakaizhanhuishang,dajiarenweisuizhezhurouxiaofeijinruwangji,zhuroujiagedafubodongdekenengxingjiaoxiao,shengzhuyangzhitoujunlirunyouwangbaochizaizhengchangshuiping。

lingjunongyenongcunbujiance,11yue6ri“nongchanpinpifajiage200zhishu”wei124.71,biqianyitianxiajiang0.22gedian,“cailanzi”chanpinpifajiagezhishuwei126.44,bizuotianxiajiang0.28gedian。jiezhi11yue6ri14:00shi,quanguonongchanpinpifashichangzhuroupingjunjiagewei24.42yuan/gongjin,biqianyitianshangsheng0.1%。

yourouqixingyerenshiduijiemianxinwenjizhebiaoshi,zi2023nianzhongxunqi,zhuqizhengtichuyuhuifuzhouqi,suiranjinqishengzhujiagexiangjiaoyunianneigaodianyichuxianhuiluo,ersijidulaikan,zhuqiweibaozhengchulanliangmubiao,haishihuibaochishengzhugongyingliangdekuaijiezou,shengzhujiageyeyouyidingdezoudiqushi,danzongtishang,zhuqihaizaiyigeyinglizhouqi。

zhongxinjiantouzhengquanyanbaozhichu,zhanwanghoushi,gongxushuangzenggejujiangzhi。jinnianxinshengzizhushuliangzi3yuechixuzengjia,duiyingqiudongxiaofeiwangji;congzhongdazhucunlankan,9yuequanguo5yuelingyishangzhongdazhucunlantongbixiajiang4.6%,huanbizengzhang1.5%,yilianxu4geyuezengzhang,yushizheweilai2~3geyuedefeizhushangshiliangjiangjiaozhiqiandeyuefenzengduo。yangzhiyinglibeijingxia,channengquhuadonglibuzu,yujihoushichannengrengyixiaofubodongweizhu,duiyingzhujiaxiaofubodong,rengxuguanzhumuzhushengchanxiaolvtishengjidongjiyibingqingkuang。

未经正式授权严禁转载本文,侵权必究。

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10月猪价又降了,牧原股份收入环比上涨,温氏股份等多家猪企收入下滑

sanjibaozhuqi“quanyuan”yingli。

图片来源:界面图片

记者 | 沈溦

duojiazhuqiluxugongbu10yueshengzhuxiaoshoujianbao。

zaisanjibaojihuquanyuanshixianyinglihou,suizheshengzhuchulandezengzhang,zhuroujiageyoumingxianyousuoxiahua。

yi“zhuwang”muyuangufen(002714.sz)weili,10yuegongsixiaoshoushengzhu649.8wantou(qizhongshangpinzhu625.2 wantou,zizhu23.4wantou,zhongzhu1.1wantou),xiaoshoushouru134.23yiyuan。10yuegongsishangpinzhuxiaoshoujunjia17.17yuan/gongjin,huanbixiahua7.94%。

wenshigufen(300498.sz)biaoshigongsi10yuexiaoshourouzhu267.20wantou(hanmaozhuhexianpin),shouru58.12yiyuan,maozhuxiaoshoujunjia17.64yuan/gongjin,huanbibiandongfenbiewei6.43%、-0.89%、-7.40%,tongbibiandongfenbiewei11.54%、32.36%、16.74%。

xinxiwang(000876.sz)gonggao,gongsi2024nian10yuexiaoshoushengzhu125.34wantou,huanbizengzhang5.12%,tongbixiajiang14.82%;shouru20.81yiyuan,huanbixiajiang9.21%,tongbixiajiang11.11%;shangpinzhuxiaoshoujunjia17.37yuan/gongjin,huanbixiajiang7.66%,tongbizengzhang16.5%。

dongruigufen(001201.sz)gongbushengzhuxiaoshoujianbao,10yuegongxiaoshoushengzhu9.80wantou,xiaoshoushouru1.30yiyuan,huanbixiajiang4.71%;shangpinzhuxiaoshoujunjia19.21yuan/gongjin,huanbixiajiang4.82%。

jingjizhinong(000048.sz)gonggao,10yuegongsixiaoshoushengzhu18.29wantou,xiaoshoushouru3.75yiyuan;shangpinzhuxiaoshoujunjia18yuan/gongjin。qianshigeyue,gongsileijixiaoshoushengzhu181.73wantou,leijixiaoshoushouru32.65yiyuan。

sttianbang(002124.sz)gonggao,gongsi2024nian10yuexiaoshoushangpinzhu48.44wantou,xiaoshoushouru7.29yiyuan,xiaoshoujunjia18.49yuan/gongjin,huanbibiandongfenbiewei11%、-11.06%、-6.41%。qianshigeyuexiaoshoushangpinzhu498.61wantou,xiaoshoushouru72.71yiyuan,xiaoshoujunjia17.93yuan/gongjin,tongbibiandongfenbiewei-7.41%、-7.76%、17.31%。

dabeinong(002385.sz)gongbu2024nian10yuefenshengzhuxiaoshouqingkuang,gongsikonggujicangugongsishengzhuxiaoshoushuliang10yuehejiwei65.21wantou,leijiwei492.85wantou;shengzhuxiaoshoushouru10yuehejiwei12.95yiyuan,1-10yueleijiwei91.03yiyuan。

shennongjituan(605296.sh)gonggao,2024nian10yuefen,gongsixiaoshoushengzhu20.28wantou,xiaoshoushouru4.48yiyuan。10yuefen,gongsishangpinzhujiagechengxianxiajiangqushi,shangpinzhuxiaoshoujunjia17.46yuan/gongjin,bi9yuefenxiajiang5.77%。qianshigeyue,gongsigongxiaoshoushengzhu186.65wantou,xiaoshoushouru36.84yiyuan。

从业绩表现来看,猪企三季报盈利能力大幅提升,几乎全员实现盈利。

duiyusijiduzhuroujiagehechulanshujudequshi,zaoqian,nongyenongcunbudangzuchengyuanlijinghuizaiguoxinbanfabuhuishangjiubiaoshi,zhenduisijidushengzhushichangzoushi,nongyenongcunbuduocizuzhiyangzhiqiye、xingyexiehuihezhuanjiakaizhanhuishang,dajiarenweisuizhezhurouxiaofeijinruwangji,zhuroujiagedafubodongdekenengxingjiaoxiao,shengzhuyangzhitoujunlirunyouwangbaochizaizhengchangshuiping。

lingjunongyenongcunbujiance,11yue6ri“nongchanpinpifajiage200zhishu”wei124.71,biqianyitianxiajiang0.22gedian,“cailanzi”chanpinpifajiagezhishuwei126.44,bizuotianxiajiang0.28gedian。jiezhi11yue6ri14:00shi,quanguonongchanpinpifashichangzhuroupingjunjiagewei24.42yuan/gongjin,biqianyitianshangsheng0.1%。

yourouqixingyerenshiduijiemianxinwenjizhebiaoshi,zi2023nianzhongxunqi,zhuqizhengtichuyuhuifuzhouqi,suiranjinqishengzhujiagexiangjiaoyunianneigaodianyichuxianhuiluo,ersijidulaikan,zhuqiweibaozhengchulanliangmubiao,haishihuibaochishengzhugongyingliangdekuaijiezou,shengzhujiageyeyouyidingdezoudiqushi,danzongtishang,zhuqihaizaiyigeyinglizhouqi。

zhongxinjiantouzhengquanyanbaozhichu,zhanwanghoushi,gongxushuangzenggejujiangzhi。jinnianxinshengzizhushuliangzi3yuechixuzengjia,duiyingqiudongxiaofeiwangji;congzhongdazhucunlankan,9yuequanguo5yuelingyishangzhongdazhucunlantongbixiajiang4.6%,huanbizengzhang1.5%,yilianxu4geyuezengzhang,yushizheweilai2~3geyuedefeizhushangshiliangjiangjiaozhiqiandeyuefenzengduo。yangzhiyinglibeijingxia,channengquhuadonglibuzu,yujihoushichannengrengyixiaofubodongweizhu,duiyingzhujiaxiaofubodong,rengxuguanzhumuzhushengchanxiaolvtishengjidongjiyibingqingkuang。

未经正式授权严禁转载本文,侵权必究。