证券代码：000048 证券简称：京基智农 编号：2022-019 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | |-----------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动类别 | 特定对象调研（含个人投资者来访） 分析师会议 □媒体采访 业绩说明会 □新闻发布会 □路演活动 现场参观 其他（电话会议） | | | 太平基金 陈豪 邱子扬 | | | 方正证券 娄倩 邱星皓 高之昱 | | | 银华基金 孙勇 华安基金 王旭冉 | | | 富荣基金 钟津莹 | | | 长城基金 刘疆 | | | 中银基金 王寒 | | 参与人 / 单位名称 | 平安基金 张晓泉 | | | 睿远基金 李武 | | | 金元 ...

证券代码：000048 证券简称：京基智农 编号：2021-001 - 1 - 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------- ...

Group 1: Financial Performance - The company reported a loss in Q3 primarily due to the gradual capacity increase of its pig farming projects, rising operating costs, and a decline in market prices, leading to losses in the pig farming business [3] - The estimated loss per pig in Q3 is not aligned with the current output, and future profitability is closely tied to market conditions, indicating uncertainty [3] - The company aims to achieve a full cost target of 16.3 RMB/kg next year, focusing on cost control and efficiency improvements [3] Group 2: Production Capacity and Plans - The company has built and is constructing projects in Xu Wen, Gao Zhou, Wen Chang, and He Zhou, with a total expected output of approximately 2 million pigs upon full capacity [3] - The current output for this year is around 200,000 pigs (including piglets), with a projected output of over 1 million pigs for the next year, considering market conditions [3] Group 3: Real Estate Development - The company has clarified its strategic planning to not initiate new real estate projects, focusing instead on existing land development [3] - The Shanhai Yuyuan real estate project has already opened for pre-sale, with expected cash inflow of approximately 15 billion RMB [3] - The Shanhai Gongguan project is anticipated to open for pre-sale in April 2022, with an expected cash inflow of over 4 billion RMB [3] Group 4: Financial Reserves and Cash Flow - As of the end of Q3, the company has accumulated pre-receipts of over 3.5 billion RMB from the Shanhai Yuyuan project, with an expected total cash return of 11 billion RMB upon project completion [4] - The company has a bank credit line of approximately 6 billion RMB, with about 2.1 billion RMB drawn, indicating sufficient liquidity to navigate industry cycles [4]

证券代码：000048 证券简称：京基智农 编号：2021-002 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | --- | |--------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------| | 投资者关系活动类别 | 特定对象调研（含个人投资者来访） □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 其他（电话会议） | □分析师会议 | | ...

Group 1: Livestock and Production Capacity - As of the end of Q3 2021, the company has approximately 21,000 breeding sows and 77,000 pigs in total, with about 56,000 of them being foundational sows [2] - The company is currently investing in multiple pig farming projects, including Xuwen and Hezhou, which are expected to achieve an annual output scale exceeding 2 million pigs once fully operational [2] - The company aims for a complete cost target of 16.3 RMB/kg for the next year, focusing on ongoing project construction and cost reduction [2] Group 2: Market and Pricing Outlook - The pig cycle in the industry typically lasts about 3-5 years, with recent price increases due to seasonal demand; however, high production capacity and breeding sow inventory indicate a need for time to reduce capacity [3] - The company anticipates that the pig price will be influenced by market conditions and historical data trends [3] Group 3: Biosecurity and Disease Prevention - The company has implemented comprehensive biosecurity measures to prevent African swine fever, including closed management and air filtration systems [3] - Since the launch of its pig farming projects, the company has successfully maintained a zero occurrence of African swine fever [3] Group 4: Real Estate and Financial Performance - The company has ongoing real estate projects, with two phases of the Baonan Xixiang project already under construction; the fourth phase began pre-sales in July 2021 [3] - The company’s high asset-liability ratio is attributed to significant pre-sale receipts and ongoing investments in pig farming, which are expected to decrease as real estate revenue is recognized and pig output increases [3] - The company projects a decline in performance in Q3 2021, with future earnings dependent on market conditions and project delivery timelines [4]

证券代码：000048 证券简称：京基智农 编号：2022-004 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：000048 证券简称：京基智农 编号：2022-002 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------- ...

证券代码：000048 证券简称：京基智农 编号：2022-003 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

证券代码：000048 证券简称：京基智农 编号：2022-001 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------| | 投资 ...

证券代码：000048 证券简称：京基智农 编号：2022-010 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | |--------------------|------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动类别 | 特定对象调研（含个人投资者来访） □分析师会议 业绩说明会 □路演活动 | | 参与人 / 单位名称 | | | 时间 | | | 地点 | | | 公司接待人员姓名 | | | | | | | | | | 年第一季度实现营业收入 4.60 亿元，实现归母净利润 -1.42 亿元。 今年一季度业绩较上年同期有所下降，一方面系因去年一季度公司有房地产项 | | | 目交楼实现结转收入，而今年一季度公司无房地产项目结转收入；另一方面， | | | 生猪出栏量稳步上升，但受生猪市场价格低迷等影响，生猪养殖 | | 投资者关 ...