异动解读 | 中粮家佳康盘中大涨5.23%,业绩符合预期养殖成本大幅下降

异动解读
27 Mar

中粮家佳康(01610)今日盘中大涨5.23%,引发市场关注。截至盘中,该股报价较前一交易日收盘价上涨5.23%。

据中金公司最新研报显示,中粮家佳康公布的2024年业绩符合市场预期。公司2024年收入同比下降5.3%至163.26亿元,但生物资产公允价值调整前后的归母净利润均实现增长,分别为2.59亿元和5.38亿元,同比增加0.82亿元和5.48亿元。业绩改善主要得益于生猪养殖完全成本的大幅下降。

中金指出,中粮家佳康在多个方面取得显著进展。公司聚焦完善防疫体系、深化精细化管理、推进数智化养殖、强化育种技术研发以及优化一线员工激励机制等,有效提升了成本竞争力。据测算,2024年第四季度完全成本同比下降2-3元/千克至约14元/千克,预计2025年第一季度成本有望进一步降低。此外,公司的套保策略优化使得2024年期货套保实现盈利0.4亿元。尽管因收购导致资产负债率上升至52.9%,但仍保持同业偏低水平,显示出公司稳健的财务状况。这些因素共同推动了投资者信心,促使股价上涨。

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