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唐人神(002567.SZ):短期尚未有布局宠物饲料业务计划
Ge Long Hui· 2025-12-16 07:05
格隆汇12月16日丨唐人神(002567.SZ)在投资者互动平台表示,公司主营业务包括生物饲料、健康养 殖、品牌肉品三大业务板块,其中,公司2025年上半年肉品业务实现营业收入6.96亿元。目前公司结合 产业发展趋势以及下游肉品消费变化,将逐步加大食养产品等肉品新品类战略投入力度,打造"香乡 猪"、"唐小厨"等肉品品牌,成为一家稳健、精进、未来可期的生猪全产业链领跑企业。公司短期尚未 有布局宠物饲料业务计划。 ...
唐人神业绩说明会明确战略方向 打造低成本竞争体系熨平周期波动
Zheng Quan Ri Bao· 2025-05-14 05:41
Core Viewpoint - The company aims to establish a low-cost competitive system to smooth out the fluctuations of the pig cycle and create better returns for investors [2] Industry Development Outlook - Pork is the primary source of animal protein for Chinese residents and will maintain a dominant position in meat consumption in the long term, making it a stable and evergreen industry [2] - The pig farming market experiences cyclical price fluctuations due to factors such as growth cycles, inventory levels, feed prices, and market supply and demand [2] Cost Reduction Strategy - The company is focusing on reducing costs as a systematic project rather than merely cutting individual costs [2] - In 2024, the company plans to reduce fattening costs by 1.59 yuan per kilogram and weaning pig costs by 46.34 yuan per head compared to the previous year [2] - The company emphasizes technological innovation in genetic breeding, feed nutrition, and health farming to continuously lower pig farming costs and enhance profitability [2] Management and Operational Innovations - The company is committed to management innovation, enhancing internal management through project systems, and advancing digital transformation [2] - The company is accelerating the promotion of the "company + farmer" fattening model in consumption areas such as Hunan, Guangdong, and Guangxi [2] Environmental Considerations - The company is investing in environmental measures such as ventilation, odor control, and wastewater treatment, and has established a specialized environmental department [3] - The company aims to lower comprehensive costs without sacrificing the interests of stakeholders or increasing social and environmental costs [3] Business Structure and Strategy - The company has a clear division of its three main business segments: biological feed, healthy farming, and branded meat products [3] - The company follows a full industry chain operation strategy, focusing on professional development, industrial collaboration, and value prioritization to enhance profitability [3]