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万洲(00288.HK):下半年形势不太乐观 料内地猪价短期维持高位
阿思达克 08-11 17:58
万洲国际(00288.HK)董事长兼行政总裁万隆出席业绩电话会议时指,内地水灾对养殖业会带来影响,特别是在非洲猪瘟的情况下对不同的经营业务均会造成影响,对下半年形势不太乐观。他指出考虑到现时国内外形势,暂未有并购计划及目标,待疫情平息、国际经济有所改善,会再考虑下一步的扩张计划。

首席财务官郭丽军指上半年内地生猪价格平均约33元人民币,维持在较高水平,而目前内地生猪价格则处於38元人民币的高位,估计受非洲猪瘟及洪水等因素影响,目前粮食价格有所提升,对生猪出栏、疫情防控及养猪成本等均有影响,料短期生猪价格会维持高位,到年底或明年初才出现转变。

在美国市场方面,管理层指上半年生猪价维持在95美仙左右,按年跌约17%,仍处较低位置,加上供应持续增加,考虑到当地疫情仍未好转,对市场影响仍然存在,并会影响到当地屠宰业务及猪价等。他续指现时美国已回复生产,但受疫情控制措施影响,产能未完全恢复。

针对中美贸易战对出口猪肉的影响,郭氏指出,上半年美国猪肉出口至中国表现正常,而在进口政策及税率等亦未有变化,但料受美国疫情影响屠宰场开工不足、产出减少等,将拖累下半年对中国出口猪肉减少,但估计随疫情受控、经济复苏等,猪价差异及两地贸易等会回复至正常情况。

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