电商有几个文字提问第一个是这个投资者还是关心咱们能不能抹除了这个最新存单这样的一个情况请您大概介绍一下包括就是他想看一下分区域就是我们不是三大块嘛就是新疆、河南、甘肃嘛这三个区域分别的抹除存单情况大概怎么样啊我们就是现在 确定了明年的三百万三百五十万到四百万目标我们可能呃就会逐渐的增加这个母猪的这个这个量因为今年的我们是全年就刚才给大家汇报了预计可能大概完成三百万出头所以今年基本上我们一直呃能发母猪量就控制在十三万头左右明年的可能按照我们明年制定的三百五十万到四百万的这个目标会向下增加这个能发母猪能发母猪 13万头应该在新疆应该在我看新疆是6万头左右吧这个河南大概有5万5这个甘肃大概有个2万5左右大概是这样我看新疆6万新疆5万5大数新疆和河南比新疆稍微少一点 明白 就是那今年年底我们传大概要增量到多少目前还是个13万左右可能它这个量还要根据它这个储燃节奏不断地增加起来可能在最近这今年年底或者明年上半年吧 也举动出这样的数量分件下来明白然后另外一个投资者呢就是比较关注饲料这边的一些情况就是他想问的问题是就是随着这个下游散户的这么一个减少嘛其实今年饲料全行业其实都面临着一定的外销的这么种压力啊就是世卫未来对于啊这 ...

天康生物 证券代码：002100 证券简称：天康生物 公告编号：2024-065 关于控股股东增持公司股份计划暨获得增持资金贷款支持 的公告 公司控股股东新疆生产建设兵团国有资产经营有限责任公司保证向本公司提 供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 天康生物股份有限公司（以下简称"公司"）控股股东新疆生产建设兵团 国有资产经营有限责任公司（以下简称"兵团国资公司"）计划自本公告披露之日 起 6 个月内增持本公司股份，计划增持金额不少于人民币 10,000 万元,不超过人 民币 20,000 万元。 本次增持不设定价格区间，兵团国资公司将基于对公司股票价格的合理判 断，并根据公司股价波动情况及资本市场整体趋势，择机实施增持计划。 风险提示：本次增持计划可能存在因证券市场情况发生变化或信贷政策等 因素，导致本次增持计划实施无法达到预期或延迟实施的风险，敬请广大投资者 注意投资风险。 公司于近日收到公司控股股东兵团国资公司的通知，基于对公司未来持续稳 定发展的坚定信心和对公司价值的认可，在符合法律法规的前提下 ...

天康生物 证券代码：002100 证券简称：天康生物 公告编号：2024-064 天康生物股份有限公司 关于归还用于暂时补充流动资金的闲置募集资金的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 天康生物股份有限公司（以下简称"公司"）于2023年11月24日分别召开了 第八届董事会第十一次（临时）会议、第八届监事会第六次（临时）会议，审议 通过了公司《关于使用部分闲置募集资金暂时补充流动资金的议案》，同意公司 使用部分闲置募集资金暂时补充流动资金，总额不超过50,000万元,使用期限自公 司董事会批准之日起不超过12个月。具体内容详见刊登于2023年11月25日本公司 指定信息披露报纸《证券时报》和巨潮资讯网www.cninfo.com.cn上的《天康生物 股份有限公司关于使用部分闲置募集资金暂时补充流动资金的公告》（公告编号： 2023-094）。 公司已于2024年11月15日将用于暂时补充流动资金的闲置募集资金50,000万 元全部归还至公司募集资金专用账户，使用期限未超过12个月,即在到期日2024年 11月23日前归还。公司已将上述募集资金 ...

Investment Rating - The report maintains a "Buy" rating for the company Tian Kang Biological (002100) [1] Core Views - The company has achieved significant profitability in its pig farming business due to rising pig prices and improved costs, with a projected Q4 profit outlook remaining strong [1][3] - The company aims to increase its pig output to 3 million heads in 2024, with a long-term goal of reaching 5 million heads in the next 2-3 years [1][3] - The feed business remains stable, with a slight increase in sales volume, although revenue is expected to decline due to falling feed prices [1] Market Data - In the first three quarters of 2024, the company reported revenue of 13.09 billion yuan, a year-on-year decrease of 11.0%, but achieved a net profit of 570 million yuan, turning around from losses [1] - The company sold 2.144 million heads of pigs in the first three quarters, a year-on-year increase of 4.15%, with an average selling price for fat pigs expected to exceed 18 yuan/kg in Q3 [1] - The average price of live pigs in Q3 was approximately 19.4 yuan/kg, a year-on-year increase of 21.6% [1] Financial Projections - The company forecasts revenues of 19.03 billion yuan in 2023, with a projected decline of 11.2% in 2024, followed by growth in subsequent years [3][4] - The expected earnings per share (EPS) for 2024, 2025, and 2026 are 0.53 yuan, 0.67 yuan, and 0.75 yuan respectively, with corresponding price-to-earnings (PE) ratios of 12.8, 10.1, and 9.1 [3][4]

天康生物 证券代码：002100 证券简称：天康生物 公告编号：2024-063 | 2024 | 年 | 8 | 月 | 23.95 | 186.21 | 4.58 | 31.10 | 19.03 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2024 | 年 | 9 | 月 | 28.17 | 214.38 | 5.33 | 36.43 | 18.01 | | 2024 | 年 | 10 | 月 | 28.43 | 242.81 | 4.71 | 41.14 | 16.91 | 注：因四舍五入，以上数据可能存在尾差。 天康生物股份有限公司 关于 2024 年 10 月份生猪销售简报 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、2024 年 10 月份生猪销售情况 天康生物股份有限公司（以下简称"公司"）2024 年 10 月份销售生猪 28.43 万头，销量环比增长 0.92%，同比增长 22.86%；销售收入 4.71 亿元，销售收入环 比下降 11.63%，同比增长 1 ...

看来 今年6-9月份公司实现饲料销量是204.36万吨较去年同期增长2.25%生猪猪篮214.38万头较去年同期增长7.15%动物疫苗实现营业收入8.37亿元较去年同期增长1.8% 那么各业务的这个分拆的利润构成情况是这样的1月1到9月份公司实现这个规模基金是5.66亿元其中资料实现利润是1.13亿元科药实现利润是0.99亿元养殖业务利润5.1亿元蛋白油的业务亏损1600万元 农产品业务亏损七千二百万元总部费用是六千九百万这是一到九月份的利润构成单三季度的利润构成食药业务实现的利润是两千八百万元制药业务四千万元养殖业务是二百八九亿元蛋白油子业务亏损八百七十万元农产品业务是亏损三千五百万元 总部费用2400万元单三系统实现内容是8、9亿这是各业务的一个内容构成情况以上就是今年1月到9月份公司各项业务的一个基本的经营情况先给各位投资者做一个汇报现在看各位投资者对公司今年实现这个经营情况哪些方面 还是要做自己的了解咱们做一个交流谢谢好的那感谢郭总的分享下面是进入到投资者的提问环节如需提问电话端的参会者请先按话题上的信号键再按数字一谢谢 各位投资者现在是互动提问环节如需提问电话端的参会者请按话机上的信号键再按数字一谢 ...

Investment Rating - The report maintains a rating of "Accumulate" for the company, with a target price adjusted to 8.68 CNY from the previous 11.29 CNY [3][5]. Core Views - The company has seen a decrease in breeding costs, with expectations for marginal improvements in the post-cycle phase. The third quarter performance met expectations, with significant profits from breeding operations [4][5]. - The company reported a total output of 2.14 million heads in the first three quarters and has revised its 2024 sales volume forecast down to 3 million heads due to intense competition in foot-and-mouth disease vaccines, leading to a reduction in gross margin predictions for some vaccine sales [5]. - The report anticipates a continued decline in breeding costs, with average costs expected to decrease further in the fourth quarter, driven by improved breeding efficiency and epidemic prevention capabilities [5]. Financial Summary - For the first three quarters, the company achieved a revenue of 1.3087 billion CNY, a year-on-year decrease of 11.01%, while the net profit attributable to the parent company was 566 million CNY, reflecting a year-on-year increase of 212.14% [5]. - The report projects the company's EPS for 2024 and 2025 to be 0.57 CNY and 0.76 CNY respectively, down from previous estimates of 0.65 CNY and 0.78 CNY [5]. - The company is valued using a segment valuation method, with projected market values for its feed, veterinary, and breeding segments at 2.4 billion CNY, 3.4 billion CNY, and 6 billion CNY respectively, leading to a total target market value of 11.8 billion CNY [5]. Market Data - The company's stock price has fluctuated between 5.71 CNY and 8.94 CNY over the past 52 weeks, with a total market capitalization of 9.243 billion CNY [6]. - The company has a net asset value per share of 5.09 CNY, with a current price-to-book ratio of 1.3 [7].

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for the stock over the next six months [6]. Core Insights - The company achieved a revenue of 13.087 billion yuan in the first three quarters of 2024, a year-on-year decrease of 11%, but the net profit attributable to the parent company reached 566 million yuan, a significant increase of 212% [1]. - In Q3 2024, the company reported a revenue of 5.094 billion yuan, down 11% year-on-year but up 21% quarter-on-quarter, with a net profit of 289 million yuan, reflecting a year-on-year increase of 606% and a quarter-on-quarter increase of 30% [1]. - The company is expected to achieve both volume and quality growth, with significant cost improvements and a steady increase in output [4]. Summary by Sections Financial Performance - In Q3 2024, the company’s pig output was approximately 743,000 heads, a decrease of 1% year-on-year and 2% quarter-on-quarter, with an estimated weighted average price of 18.2 yuan/kg, up 18% quarter-on-quarter [2]. - The estimated cost for Q3 2024 has decreased to around 14.3 yuan/kg, down from 15.15 yuan/kg in Q2 2024, leading to an estimated operational profit of about 300 million yuan for the pig business [2]. - The company’s total revenue for 2024 is projected to be 20.283 billion yuan, with a compound annual growth rate of approximately 11% to 19% from 2023 to 2025 [4]. Business Segments - The non-pig business remains robust, with animal health and feed being significant profit sources. The animal health business is expected to gain market competitiveness following the successful establishment of a vaccine project [3]. - In Q3 2024, feed sales reached approximately 690,000 tons, with exports accounting for about 450,000 tons and domestic sales for about 240,000 tons, although revenue is expected to decline due to falling raw material prices [3]. Future Outlook - The company aims to achieve a pig output target of 350,000 to 400,000 heads next year, supported by improved production metrics and cost efficiencies [2]. - The report adjusts the net profit forecast for 2024 to 952 million yuan, with EPS estimates of 0.70 yuan per share, reflecting a recovery from previous losses [4].

Investment Rating - The report maintains a "Recommended" rating for the company [6] Core Views - The company's profitability has significantly improved, with a net profit of 5.7 billion yuan for the first three quarters of 2024, representing a year-on-year increase of 212.1% [1] - The sales volume of the feed business has steadily increased, with a total of 204.36 million tons sold in the first three quarters of 2024, up 2.25% year-on-year [1] - The company has reduced its breeding costs, with the total cost of raising pigs dropping to 15.2 yuan/kg in the first three quarters of 2024, and further down to 14.3 yuan/kg in Q3 2024 [2] - The company has a strong cash flow, with a net cash flow from operating activities of 13.7 billion yuan in Q3 2024, up 23.9% quarter-on-quarter [3] - The company is expected to continue benefiting from high pig prices in the second half of 2024, with projected net profits of 8.18 billion, 11.00 billion, and 15.19 billion yuan for 2024-2026 [3] Summary by Sections Financial Performance - For the first three quarters of 2024, the company achieved a revenue of 13.09 billion yuan, down 11.0% year-on-year, while Q3 revenue was 5.09 billion yuan, also down 11.3% year-on-year [1] - The gross profit margin for the first three quarters of 2024 was 12.0%, an increase of 7.9% year-on-year [3] Sales and Production - The company sold 214.4 million pigs in the first three quarters of 2024, a year-on-year increase of 4.2%, with an average selling price of 15.7 yuan/kg, up 9.3% year-on-year [2] - The company has improved its breeding efficiency, with an increase in the average number of piglets born per litter by 1.87 compared to Q2 [2] Financial Health - As of Q3 2024, the company's cash reserves stood at 36.5 billion yuan, an increase of 27.6% quarter-on-quarter [3] - The company's debt-to-asset ratio was 49.9%, a decrease of 1.2 percentage points from the previous quarter [3]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported a net profit attributable to the parent company of 566 million yuan for the first nine months of 2024, turning from loss to profit year-on-year [2] - The company's debt-to-asset ratio decreased to 49.9% by the end of September 2024, down 1.2 percentage points from June [2] - The company achieved a pig output of 2.144 million heads from January to September 2024, a year-on-year increase of 4.2%, and is on track to meet its annual target of 3 million heads [2] - The complete cost of pig farming has been decreasing quarterly, with costs of 15.99 yuan/kg, 15.15 yuan/kg, and 14.28 yuan/kg for Q1, Q2, and Q3 respectively [2] - The company expects to continue reducing costs in Q4 due to improved farming efficiency and disease control [2] Financial Performance Summary - For 2024, the company forecasts revenues of 18.76 billion yuan, with a year-on-year decrease of 1.4%, followed by increases of 7.5% and 4.8% in 2025 and 2026 respectively [5] - The net profit attributable to the parent company is projected to be 918 million yuan in 2024, 1.279 billion yuan in 2025, and 1.001 billion yuan in 2026 [5] - The gross margin is expected to improve from 2.9% in 2023 to 13.2% in 2024, and then to 14.0% in 2025 [5] - The return on equity (ROE) is projected to be 12.5% in 2024, 14.9% in 2025, and 10.4% in 2026 [5] Key Financial Indicators - The total assets are expected to grow from 167.52 billion yuan in 2023 to 200.66 billion yuan in 2026 [4] - The company’s cash position is projected to increase from 28.22 billion yuan in 2023 to 63.82 billion yuan in 2026 [4] - The debt-to-asset ratio is expected to decline from 52.8% in 2023 to 44.6% in 2026 [5]