Zhengbang's performance forecast shows that due to the "sharp drop" in output, the pre-loss net profit in 2022 is 1 1 0.30 billion yuan, and the pre-loss net profit after deducting non-profit is 9.5 billion yuan-1/0.50 billion yuan. By the end of 2022, the estimated net assets will be-8.4 billion yuan.
As soon as this news came out, the Shenzhen Stock Exchange quickly issued a collection letter, including the specific situation of low average weight and high piglet mortality caused by the early release of Dafei.
Zhengbang's delisting risk soared.
It is estimated that Zhengbang will sell 8,446,500 pigs in 2022, a year-on-year decrease of 434,5438+0%; Cumulative sales reached 8.954 billion yuan, down 69.87% year-on-year.
Zhengbang Technology said in the reply to the collection letter of Shenzhen Stock Exchange that the main reason for the loss of commercial pigs was that they had to release large fertilizers in advance in order to withdraw funds, resulting in poor survival rate;
The gross profit loss of piglets is affected by the company's lack of funds and the elimination of pregnant sows, which can not help but remind people of the "supply crisis" that led to the continuous decline of Zhengbang shares in July last year. It is also because of the lack of funds that it is impossible to provide pig feed to its adoptive parents on time, which leads to the adoptive parents' pigs starving to death and even the phenomenon of "pigs eating pigs".
It must be said that 2022 is a huge test for Zhengbang, and scandals have been exposed one after another.
Previously, Zhengbang was also applied for bankruptcy reorganization by the important partner "jinzhou area Tian Li" on the grounds of lack of ability to pay off due debts, but it has reorganization value.
It's a pity that the former pig giant can't even get 9 million now. As for whether Zhengbang can survive, it depends on bankruptcy and reorganization.
Sales revenue of major pig enterprises in 2023 1 month.
Recently, major listed pig enterprises are disclosing the monthly pig sales briefing of 1 month. Among them, the sales income of Wenshi pigs was 2.763 billion yuan, far ahead of other pig enterprises, but it decreased by 35.48% from the previous month. The sales revenue of Dabei Agricultural Pig totaled 8150,000 yuan, down 39.66% from the previous month. Tianbang's live pig income totaled 3.665438 billion yuan, down 38.67% from the previous month.
Recently, Zhang Banghui, chairman of Tianbang, even released malicious words that Tianbang Food will challenge the cost of fattening pigs to be lower than 5 yuan/kg in the future. This statement shocked everyone. You know, as the "No.1" pig industry in Mu Yuan, the cost of raising pigs is now around 7-7.5 yuan/kg, which is questioned by many people.
We have to say that Tianbang's move is very radical and is undoubtedly challenging Muyuan's "hegemony". As for whether the company can reduce the breeding cost to 5 yuan/kg, let's wait and see.
At present, Muyuan has not disclosed the sales briefing. According to the practice of previous years, the company will disclose the sales briefing of1-February in March, so the specific live pig sales situation is still unknown, but as far as the current live pig market is concerned, it is likely to show a downward trend.
In the case of losses in the whole industry, Mu Yuan accelerated its expansion and set foot in many fields, such as grain plate and pig slaughtering plate, which made its own cost relatively low.
Today, Muyuan continues to dig deep into the space of reducing costs and increasing efficiency, and has cooperated with five companies in the form of joint venture or capital increase, with a total investment of about 247 million yuan.
A number of scale fields said that the decline in pig sales revenue was mainly related to the frequent "grinding bottom" of pig prices.
Can the price of live pigs stop falling and turn up?
According to the data of the Ministry of Agriculture and Rural Affairs, the national average price of live pigs in the first week of February was 15. 13 yuan/kg, down 4.4% from the previous week and up 2.9% year-on-year.
On June 5438+ 10, the overall pig price was weak, but it rebounded slightly during the Chinese New Year, but this increase was "valuable without market", and the off-season of pig consumption was ushered in after the year, and the pig price continued to fall.
According to Zhu Zengyong, from the first week of February, each pig farmer will lose about 274.5 yuan, and the farmers will grow old together. But at this time, the official announcement of purchasing and storage news has undoubtedly given a shot in the arm to the "depressed" market.
Although purchasing and storage can not directly affect the rise and fall of pig prices, and each purchasing and storage accounts for a small part of the national consumption, which is equivalent to one day's consumption at most, it can boost market sentiment, prevent farmers from panicking and improve everyone's confidence in future pig prices.
Personally, in the second quarter of this year, the price of live pigs may stop falling and turn up.
After all, the economy is gradually recovering, and everyone's consumption of pork will rebound to a certain extent, but the pressure faced by retail farmers is still great. If you want to survive in this "cruel" pig market, Bian Xiao suggested not to speculate and not to blindly fatten again.