As a hot concept stock of big agriculture and chicken raising, Shandong Xiantan Co.Ltd(002746) (002746), the stock price has performed well recently. Disk display, December 28, 29, the company's share price for two consecutive days harvest limit board. To this end, the company issued a stock price change announcement last night, saying that the company currently has no undisclosed matters that should be disclosed. Market participants believe that after all Zhucheng projects of the company are completed and put into operation in 2024, the production capacity will double in the future.
the share price this week achieved two limit plates
Shandong Xiantan Co.Ltd(002746) on December 29, it closed again on the daily limit, with a closing price of 8.67 yuan. Disk display, at 9:30 a.m. on December 29, the company's share price closed the limit, which was not opened during the period. As of the closing, the company's sealing fund was 129 million yuan, accounting for 2.1% of its current market value. In terms of capital flow data, on that day, the net inflow of main funds was 38.5561 million yuan, the net inflow of hot money was 36.5575 million yuan, and the net outflow of retail funds was 22.1807 million yuan.
As the Shandong Xiantan Co.Ltd(002746) share price has gained two limit boards, the company issued a share price change announcement on December 29, saying: "the recent operation of the company is normal, and there is no significant change in the internal and external business environment. The company, controlling shareholders and actual controllers have no major events that should be disclosed but not disclosed about the company, and there are no other major events in the planning stage."
Affected by the downturn in chicken prices and the rise in the prices of major raw materials such as corn and soybean meal in the first half of the year, the company's breeding costs increased more and its profits were under pressure at both ends. According to the third quarterly report, Shandong Xiantan Co.Ltd(002746) in the first three quarters of 2021, the operating revenue was 2.367 billion yuan, a year-on-year increase of - 0.41%, and the net profit was 124 million yuan, a year-on-year increase of - 62.09%. In the third quarter, the operating revenue was 922 million yuan, a year-on-year increase of 9.25%, and the net profit was 2418600 yuan, a year-on-year increase of - 95.12%.
poultry consumption has room for improvement
" Shandong Xiantan Co.Ltd(002746) the whole industry chain has outstanding advantages and good cost control ability." According to the analysis of Cheng Yisheng, a researcher of Sealand Securities Co.Ltd(000750) , "The company extends the industrial chain upstream and downstream, forming a complete industrial chain closed loop from chicken breeding to chicken product processing and cooked food processing. It adopts the cooperative breeding mode of 'company + self farm + farm'. The investment in fixed assets is relatively small, reducing financial expenses, depreciation costs and other expenses, effectively controlling the company's production costs, and has a strong cost advantage in the same industry Advantages to form the core competitiveness of sustainable development. "
According to the dragon and tiger list data on December 29, Huaxin Securities Shanghai Branch, which is in the "buy one" seat, bought Shandong Xiantan Co.Ltd(002746) 43891300 yuan through quantitative beating, and the "buy two" seat is a special seat for institutions, which bought 2016.16 million yuan on the same day. In addition, Zhongtai Securities Co.Ltd(600918) Henan Branch of "buy three" seat, Huatai Securities Co.Ltd(601688) Beijing Suzhou Street securities business department of "buy four" seat and Huatai Securities Co.Ltd(601688) Wuxi financial First Street securities business department of "buy five" seat bought 14.3703 million yuan, 12.3461 million yuan and 11.229 million yuan respectively.
For the recent market performance, A private placement person in Guangdong told the reporter of Dazhong Securities News: "The company has formed a complete industrial chain model covering parent generation broiler breeding, chick incubation, feed production, commodity generation broiler breeding, broiler slaughtering and processing. The company has led the whole sector strongly recently, with short-term continuous outbreak potential, and the share price has closed above the annual line for three consecutive days. Value investors need to carefully check whether the value has been fully reflected."
From the demand side of the industry, Huaxi Securities Co.Ltd(002926) analyst Zhou Sha believes that: "Poultry is the second largest meat consumer in China. From 2018 to 2020, the proportion of pork consumption decreased from 63.45% to 53.85%; the proportion of poultry consumption increased from 23.41% to 30.91%, with obvious substitution effect. At the same time, China's per capita poultry consumption is far from that of the world's major chicken consuming countries, and there is still much room for improvement. The company's Zhucheng projects will be completed and put into operation in 2024 After delivery, the company will realize the full support of the parent generation and commodity generation. The company's broiler slaughter volume will reach 250-270 million, the meat processing capacity will reach 600000 tons, the cooked food capacity will reach 150000 tons, and the company's capacity will double. "
(Volkswagen Securities Journal)
