立华股份:公司三季度肉鸡完全成本环比提升至约11.4元/公斤

Core Viewpoint - Lihua Co., Ltd. reported an increase in the complete cost of broiler chickens to approximately 11.4 yuan/kg in Q3 due to rising feed raw material costs and the impact of prolonged high temperatures on production metrics, but expects a potential decrease in costs with the arrival of seasonal production [1] Group 1: Cost and Production Insights - The complete cost of broiler chicken production increased to about 11.4 yuan/kg in Q3, reflecting a rise in feed raw material costs and adverse weather conditions [1] - The company anticipates a certain degree of cost reduction as seasonal production begins [1] Group 2: Market Performance - The yellow feather broiler chicken market hit a low in June and July but began to recover starting in August [1] - Since August, the yellow feather broiler chicken segment has remained profitable, indicating positive market conditions [1] Group 3: Management and Strategy - The company is focused on enhancing precision management across all operational segments to maintain cost advantages [1] - There is a sustained confidence in the market outlook for the company moving forward [1]