Iyo Q3 mishumo yemakambani ezvipfuyo pre asvika akaburitswa, achifumura bhegi rakasanganiswa.
Muchikamu chakagadziriswa chekudya chaimo, hachisi chete vagadziri vemari vanobatanidzwa; Vazhinji vanoyambuka-venesheni vanopinda, vakadai sokudzika kwekudyira mabhizinesi uye kumusoro kwekurima, masango, manyorero, uye mabishi ehove, akabatanawo nemhombwe.
Nguva pfupi yadarika, iyo Q3 mishumo yemakambani ane hukama neyekugadziriswa kwekugadzirira zvikafu zvakaburitswa. The theKuchinjisa Kugovera ChaChin Chenongedzoyakavaratsa kubva pane yavo yekutanga bhizinesi mumhando nhatu huru-Chikafu chakaomeswa,Zvekurima & zvipfuyo, uyeNyanzvi-Kuongorora iyo ichangobva kushanda kwemakambani makumi maviri nemasere uye kuongorora mamiriro azvino emusika waive pre-pre-pre-pre-.
Achitarisa kota yechitatu chete, mazhinji emakambani aya akanyorwa nevadzidzi vepamberi pekutanga chikamu chekudya chakashanduka, aine makambani mana chete achizivisa kurasikirwa. Zvisinei, makambani makumi matatu akasangana nehanya mukukura kwemberi. Iko kuita kwakasiyana kumhando dzakasiyana dzemakambani.
1. Makambani echando ezvekudya zvakazara ari kuita zvakanaka, nekuwedzera kwakati wandei zvinowedzera mune ese miviri uye purofiti
"Chakagadzirwa chando" makambani ane chekuita nezvekudya kwekutanga kugadzirwa kazhinji anotaurwa anowedzera mune ese mari uye purofiti muQ3. Semuenzaniso, chikafu chinonakidza (603345.sh), Qianwei Yangchu (001215.Sz), Huifa Chikafu (6535336.sh), uye chikafu cheSanc (002216.Sz) zvese zvakaratidza kushanda kwakasimba. Mukupesana, chikafu cheHixin (002702.sz) chakachekwa kumashure, kushuma kuderera mune ese mari uye purofiti.
Zvekudya zveAnoy zvakaenderera mberi nekukura kwayo trajectory muQ3, kuwana mari yemabhiriyoni matatu emabhiriyoni, kumusoro kwegore, uye purofiti yemamita makumi matatu nematanhatu, kumusoro 63.75% gore-pagore.
Kutarisa matatu matatu ekutanga makamuri ese, bhizinesi rekudya risati rasvika rinoramba rakasimba, risingangove kungova chikamu chikuru chebhizinesi Maererano neAnjoy's nguva dzose kuburitswa data yekushandisa
Chikafu cheHuifa, icho chakamborasikirwa nekurasikirwa kwemamiriyoni zana Rem pamusoro pemakore maviri apfuura, zvinoita sekuvandudza. MuQ3, Huifa Chikafu chakashuma iyo Net purofiti ye601,100 RMB, UP 102.83% gore-pagore.
Sezvo tichienda kuruzhinji, Huifa chikafu chisina kugadzikana chekubatsira, nekurasikirwa kwakateedzana kwakapfuura mamirioni zana nemakumi maviri nemakumi maviri nemakumi maviri neshanu Pasinei neizvi, kambani ichiri kutaurira kurasikirwa kwemamirioni 29.95 miriyoni matatu ekutanga matatu, a 60.62% kuderedzwa kuenzaniswa nenguva imwe chete gore rakapera gore.
Nekudaro, mupiro wezvikafu zvekutanga-pekugadzirira kuHuifa akaderedza kurasikirwa kunoratidzika kunge kushoma. Muchikamu zvitatu zvekutanga zvegore rino, mari yaHuifa kubva kuChinese ndiro yakawedzera kubva pamamiriyoni gumi nemashanu RMB gore rakapera kusvika pamamiriyoni gumi nematanhatu, Iyo mari yekuroora mune yayo yeCayball uye yakaomeswa zvigadzirwa, izvo zviviri zvakakura kwazvo, zvose zvakawedzera pamusoro pe20%, zvakaita basa rakakosha mukuderedza kurasikirwa, seaya maviri ebhizinesi zvikamu account yeanoda kusvika makumi mashanu muzana emari.
Kuenzaniswa neHuifa Chikafu, icho chichiri mune tsvuku, "kugovera kugovera keteni yekutanga stock" Qianwei Yangchu iri munzvimbo iri nani.
MuQ3, Qianwei Yangchu yakashuma mari yemari ye77, kumusoro 25.04% yegore-pagore, painakarukwa quarter yekutengesa, nepo purofiti yayo yakawedzera ne60%. Kunyangwe Qianwei Yangchu haina kuburitsa chaiyo nhamba yemari yezvikamu zvakasiyana zvebhizinesi, yakasimbisa zano raro rekushandisa zvakafanana nezvezvose zviri zviviri B2B uye B2C zvikamu zveB2C.
Mukupindura kubvunza kubvunza, Qianwei Yangchu akataura kuti C-end (Consumer) chikamu uye Yuzhi cuisine yakaita zvakanaka muQ3. Yuzhi cuisine inotarisa pane yakagadzirirwa zvigadzirwa zveSemi-yakapera
Zvikafu zveSanquan zvakawonawo mari yayo purofiti neanopfuura makumi maviri muzana-pagore-gore muQ3, kunyangwe mari yakaramba zvishoma ne 3.03%.
Kwemakota matatu ekutanga egore rino, zviga zvekugadzirira zvakakonzera kuwedzera kukura kweSanquan. Mukupindura kubvunza mibvunzo yekudyara, Sanquan akabvuma kuti yakagadzirwa nechando zvigadzirwa zvekudya, zvakadai seyakagadzirwa-zvakakwenenzverwa, pamwe neyechigadzirwa zvigadzirwa zvakaita kunge maseketi akakangwa uye microwave pasta, kuita zvakanaka.
Kuenzaniswa nemakambani ari pamusoro pemakambani echando echando echando, eHixin zvekudya ("yekutanga stock yehove yechando uye zvigadzirwa zvenyama") pasi.
MuQ3, Hixin akashuma mari yemamirioni mazana mana emamiriyoni, pasi 1.06% gore-pagore, uye purofiti yeMakumi maviri neshanu, pasi 92.433% gore-pagore. Kwemakota matatu ekutanga seyekutanga, kuita kwaHofin
Hixin akatsanangura shanduko yeBhinda muQ3, kuitisa zvikonzero zvitatu: Kuwedzera Kwemitengo pamwe nekuwedzera kushanduka kwezviitiko zvinosimudzira.
The theKuchinjisa Kugovera ChaChin ChenongedzoZvakare zvichoona kuti nepo Hixin yakawedzera kushandisa kwayo kwekushandiswa, yakaderedza iyo R & D Investment. Muzvikamu zvitatu zvekutanga, Hixin's R & D kupedza kwakaderera kubva ku12.2053 miriyoni rmb munguva imwe cheteyo gore rapfuura kusvika ku16,9618 miriyoni RMB.
Iyi maitiro ekuderedza r & d kushandisa kwechiitiko hakuna kusiyana neHIXIN. Gore rino, makambani echando echando akawandisa anotarisisa pamutengo wekudzikisira uye nekubudirira kugadzirisa, nemakambani akati wandei anocheka paR & D uye manejimendi mari yekubhadhara mari yekubudirira. Qianwei Yangchu, zvisinei, kusarudzika.
Zvikurukuru, Sanquan akaderedza mari dzakasiyana siyana, kusanganisira manejimendi, R & D, uye kutengesa, nekutengesa kwayo uye manejimendi emutariri ratios airatidza kutsika tsika.
Hixin, anjoy, uye huifa ese akawedzera mari yekushandisa kwavo paMusika kutengesa uku kuderedza manejimendi uye r & D mari. Zvinoenderana neyekuongorora ongororo yekuongorora yakaburitswa neAnjoy, paakabvunzwa nezvechirongwa charo chekushandisa q4 neQ1 gore rinouya, kana zvichikosha
Nekudaro, Qianwei Yangchu yakaramba ichiwedzera kushandisa mari zhinji munzvimbo dzakawanda, neR & D mari
2. "Yekutanga stock yezvikafu zvisati zvagadzirira" anoona kuderera mumambure purofiti seyembwa yekutengesa inonamira inodzikira
Nepo makambani echando echando apinda mubatanidzwa wepamberi pekudya waive wakaita zvakanaka, akasarudzika pre-yakagadzirirwa play weizhixiang (605089.sh) yakaona kukura kwayo mumakore apfuura anouya kuzorora.
Sekureva kwemishumo yemari, weizhixiang's Q3 marizeni yaive mamirioni makumi maviri nemazana maviri emamiriyoni
Pfuma yose Mukupesana, Weizhixiang's net purofiti kukura mimwe nguva mune imwe nguva ye2021 uye 2022 yaive 9.02% uye 7.65%, zvichiteerana.
Yeizhixiang's yekushandisa data yakaratidza kuti kuderera kwekutengesa kwezvigadzirwa zvemombe zvakakanganisa mari yemari.
MuQ3, Weizhixi's Beef Chigadzirwa Chakanyorwa zvakagadzirwa mari yemamiriyoni emamiriyoni emamiriyoni chete, pasi 23.15% kubva ku150 Mamiriri muQ3 2022.
Kunyangwe iyo q3 mushumo haina kuburitsa iyo chaiyo chirongwa cheGroys margin zvigadzirwa, yapfuura data zvigadzirwa zvakaratisa kune inopfuura makumi mana emari, ine gross purofiti yemari isina isingasviki 20%. Izvi zvinoratidza kuti zvigadzirwa zvemombe ndezvekutarisirwa purofiti kweiyo yeizhixiang.
Weizhixiiang akatsanangura kuti mumamiriro ezvinhu emutengi anodzora, zvakakwirira-kukosha zvigadzirwa zvinotengesa zvishoma kupfuura zvigadzirwa zvakaderera-kukosha. Sezvo kambani yekambani yekambani inonyanya kuve ine zvigadzirwa zvepamusoro zvemberi, zvakazara zvigadzirwa zvakaramba zvakadzika, asi izvi zvakakonzera kuderera muQ3 Revenue.
Guotai Junan Security inoonekwawo mukutsvagisa kwaro mushumo iyo weizhixiang yechigadzirwa chechigadzirwa chakadzikira muQ3, kunyanya nekuda kwekushaya simba rekushandisa simba rekushandisa simba. Yakakwirira-matikiti zvinhu senge nyama yemombe uye shrimp yakaona mari inoderera, nepo matikiti-matikiti zvinhu sehuku uye nyama yenguruve yakaona mari yekuwedzera.
Weizhixiiang zvakare kuti nzvimbo inonetsa yakanganisa kuda kwaMwari kuvhura zvitoro zvitsva, zvichitungamira zvimwe zvekumirira-uye-kuona nzira yekuvhura kwechitoro chitsva.
Sekureva kweDhiti yemari, Weizhixiang akanyatsodzora kuchitoro kwechitoro muQ3, ine mari kubva kuFranchise chitoro mashandiro pasi 6.43% gore-pagore. MuQ3, Weizhixiang akavhura zvibereko zvitsva zvevhu
Pamusoro pezvo, Weizhixiang akaona kuti yakaita zvakakosha zvekushandisa gore rino, uye kuvhenekerwa kwemakambani matsva muQ3 zvakare kwakawedzerwa kumitengo. Izvi zvinhu zvakasanganiswa kuti ubatsire kuderera muQ3 NET purofiti.
Sechirevo chakakosha pre-gadziriro yekugadzira kambani yakanyanya kureruka pane nyama yebanga
3. Nguruve uye yehuku yekurima yakakanganiswa ne cyclical kuchinjika - inogona kujaira muzvikafu zvisati zvagadzirira zvinogadzirisa?
Nhamba inowedzera yemakambani iri kupinda muchikamu chekudya chaPre-chekudya, kusanganisira chekurima, masango, emhuka, uye mabhizinesi ehove, pamwe nemakambani enyama.
Nekudaro, nekuda kwekuderera kwemitengo yezvinyorwa zvezvinhu zvakashata senge nyama yenguruve, uye huku muQ3, mabheji mazhinji ekurima, nepo akasara achiwana mari, akafungisisa mukukura kwemambure.
Sekureva kwedatha rakaburitswa neNyika Bureau yehuwandu, munaGunyana gore rino, mitengo yenguruve yakafananidzwa neyakagadziriswa gore rapfuura. NEMAHARA, mitengo yenguruve dzave dzichiramba gore-pagore remwedzi mishanu inoteedzana kubva munaSeptember gore rino.
Mitengo yemakumbo yaive zvakare simbe muQ3. Maererano ne "chikafu cheChinese Enterprise Mutengo Wemasango Mbiri yeChikunguru MuChikunguru muJinki.
Kutungamira yePoultry yekurima kambani yekudya kwekurima kwekambani
Iko kunhuhwirira mumitengo yeutsi hwekushandisa kunoshamisa kunokanganisa kugadzirwa uye mashandiro ekuzvidza ekukwira ekurima uye mhuka yemumuviri.
Longda Chikafu, New Tariro Boka, Fucheng Boka, Tangrensten Group, Boka reWNSAN, HAADANUE FILDS, DAYANUE FATE, BHUKU Ivo vese vava kusiyana-siyana muzvikafu zvisati zvagadzirira. Mishumo yemari inoratidza kuti muQ3, ese gumi nemaviri emakambani aya akasangana nekukura kwakashata net.
Pakati pavo, "Holy yekurima hombe" ITSVA HOPE BHUKU (000876.Sz) Yemamiriyoni matatu emamiriyoni emamiriyoni mboni Iyo kambani yakaona kuti muQ3 2022, mitengo yemitengo yenguruve yaive kumativi makumi maviri nematatu, uchiri muQ3 2023, dzaingova dzakakomberedza gumi nemashanu.
Pamusoro pezvo, makambani seShengnong kuvandudza (00229.Sz), Shuanghui Development (000895.sz), uye Huaying Szriculture (002321.sz) Yakakwanisa Kuwana Kukura Kwakanaka. Nekudaro, mimwe yemakambani aya akacherekedza kuti kuita kwavo kwakakanganiswa nekuchinja kwemitengo yemutengo wezvinhu.
Kutungamira Broiler Kuku kurima Kambani Shenggong Development kwakataurwa inowedzera mumari yekureba,
Shuanghui Development's Net purofiti yakawedzera ne 11.62% muQ3, nepo mari yoremerwa ne5,20% gore-pagore. Iyo kambani yakaona kuti kunyangwe iyo yakazara nyama yekutengesa nziyo dzisvika mazana masere nemakumi mana ematani muQ3, UP
Pasinei nekukanganisa kwehunhu hwekutengesa mutengo, makambani mazhinji anobatanidzwa mumabhizinesi ekurima achiri kukwanisa kutendeudzira purofiti muQ3. Pakati pemakambani gumi nemashanu akanyorwa pachena anosanganisirwa muKuchinjisa Kugovera ChaChin Chenongedzomanhamba asina kukwana, 11 akataura purofiti. Nekudaro, zvemakambani gumi nemaviri anobatsira, 8 akasangana nekuderera mukukura kwemberi.
Kubata kwemabhizimusi uye kuparadzwa kwemabhizimusi kunokanganiswa nyore nyore nekupima cyclical mukurima, zvichitungamira zvakanyanya nezvavo nekuwedzera kwekuita basa rekuita kuti vatsvage mikana nyowani.
Nekudaro, iyo q3 mishumo inoratidza kuti kuita kwemakambani ayo akazivisa yavo isati yagadzirirwa chikafu mari inosiyana zvakanyanya.
Semuenzaniso, "yekutanga stock yemombe yekurima" Fucheng boka rakanyanya kuderedza mari yayo yekudya isati yagadzirwa gore rino asi ichiri kutarisana nekumanikidza kweQ3. Fucheng Boka kunyanya inoitisa bhizinesi rayo rekudya kuburikidza nekudya kwayo kwekudya kwekupedzisira
Fucheng Group's Ratidza maInventory nhamba dzeQ1, H1, uye Q3 Iri gore raive 93.14 matani, makumi matatu nemakumi matatu nemakumi matatu nemakumi matatu nemakumi matatu nemakumi matatu nemakumi matatu nenhanhatu, uye 357.27 matani, zvichiteerana. Munguva imwechete muna 2022, manhamba anoenderana maive nemakumi matatu nematanhatu, 409.60 matani, uye 329.54 matani. Iyo data inoratidza kuti nepo fucheng boka zvakanyanya kuderedza muhafu yekutanga yegore rino vachienzaniswa negore rapfuura, q3 maganho ekupedzisira akadarika iyo yenguva imwecheteyo gore rapfuura.
Dhata rekushanda rinoburitswa neCacheng Boka rinoratidza kuti kugadzirwa kwaro kwekukurumidza mumakota matatu ekutanga kwakaderedzwa neyekutanga-gore-pagore, neyekukurumidza chikafu chevengozi pasi 52.87% gore-pagore. Maererano neH1 mushumo, fucheng boka rekukurumidza kwekudya kwekudya muH1 2022 uye H1 2023 raive 3,437.97 matani uye ne100 matani, zvakateerana, kuderera kwe45.64%.
Chunxue chikafu (60556.sh), izvo zvakatanga nePoultry kurima, kwakawonekwa kuderera mune mari yekugovera bhizinesi rekudya rayo rekutanga.
MuQ3 2023, iyo mari yekugovera yeChunxue chikafu chakasarudzika (pre-yakagadzirirwa chikafu) Bhizinesi rakadzikira kubva pamakumi mana nemashanu gore rapfuura kusvika makumi mana nemashanu. Nekudaro, mari yekugovera yezvigadzirwa zvitsva yakasvetuka kubva pa20.72% munguva imwe chete yapera kusvika 40.24%, ine mari inowedzera kubva pamamiriyoni zana emamiriyoni mamiriri.
Muna 2019-2021, chunxue yakagadzirirwa chikafu (pre-yakagadzirirwa chikafu) Bhizinesi inowanzoverengerwa kune anopfuura makumi mashanu muzana emari yemari. Muna 2022, ravenue yakagadzirirwa chikafu inoverengeka yehafu yehuwandu hwehuwandu, zvichiratidza kuti chikafu chakagadzirira chave chiri chinhu chakakosha chemari yeChunxue.
Kunyangwe maitiro aya achachinja zvinosara zvichionekwa muQ4 performance. Nekudaro, zviito zvaChunxue gore rino gore rinopa zano rakawedzera pane zvitsva zvigadzirwa bhizinesi.
Iyo H1 mushumo inoratidza kuti Chunxue yakagadzira makumi matanhatu ematani ematani ezvinyorwa zvitsva zvehuku muH1, kumusoro 35% gore-pagore. Pamusoro pezvo, chunxue yakaratidza tariro nezve kukura kwezvigadzirwa zvitsva, zvichireva zviratidzo zvayo zveH1 kuti chimiro chehuwandu hwevatengi vanochinja uye mararamiro evanhu anovandudza mwero mutsva wenyama zvichawedzera zvishoma nezvishoma.
Kunyangwe hazvo boka idzva retariro rakareva kurasikirwa muQ3 rino gore rino, chigadzirwa chidiki chekrisimasi chakakurumbira chakaramba ichiita zvakanaka.
MunaSeptember ndere, kutengesa kwembiru diki yenguruve zvakapfuura mazana mashanu emamiriyoni rm. Tariro matsva yakataura kuti kutengesa kwechidiki Crispy nyama yenguruve inotarisirwa kupfuura kupfuura 1,4 bhiriyoni rm 10 gore rino. Pamusoro pezvo, chigadzirwa chikuru chemukati chakachengetedza kutengesa kwakasimba kwemwedzi makumi matatu nemashanu emamiriyoni emamiriyoni.
SHUANGOI YAKABUDA YAKABVUNZWA BHUKU RAKATAURWA DZESVONDO DZAKAITWA DZESVONDO RAKATAURWAwo, nekutengesa zvinopfuura makumi mashanu ematani ematani mune zvikamu zvitatu zvekutanga zvegore rino, kuwedzera kweanopfuura 80% gore-pagore. Iyo kambani inoronga kuti ienderere mberi nekuwedzera bhizinesi raro rekudya.
Simba Kufambira mberi, iyo kambani inoronga kusimbisa kukura kwechigadzirwa uye kushambadzira kwemusika mumapoka akadai saye akagadzirira-kudya midziyo, gadziriro dzakatemwa, uye dzakagadzirira zvigadzikiso, uye zvakanakira kudya chikafu.
Mhedziso
Kubva pakutanga kwegore rino, musika wekupedzisira waive wokudya wakatanga wasviba uye hausisiri kupisa sezvazvaive mumakore apfuura. Nenzvimbo inochinja yemusika, mamwe makambani akatanga kugadzirisa yavo bhizinesi marudzi. Nekudaro, kuchine makambani anosarudza kuramba achidyara pakudya pakudya kwekutanga, kunyanya ayo akatokohwa zvakanaka.
Mishumo yeQ3 inoratidza kuti apo makambani mazhinji okudya akareba akavezwa akavezwa akazochinja purofiti, Sezvo vamwe vatambi vanopinda mumusika uye kukwikwidza kunowedzera, nguva yekukura kwemusango uye kuwedzera kwakashata mumakona ekupedzisira pakupedzisira anozopedzisira, uye zvipingamupinyi zveindasitiri zvichava zvishoma nezvishoma.
Kutumira Nguva: Aug-21-2020