温氏股份(300498) - 2024年08月27日投资者关系活动记录表

Financial Performance - In the first half of 2024, the company achieved a net profit attributable to shareholders of 1.33 billion CNY, representing a year-on-year increase of 128.31% [3] - In Q2 2024, the net profit attributable to shareholders reached 2.56 billion CNY [3] - The pig farming business generated approximately 1.8 billion CNY in profit, while the chicken farming business contributed around 800 million CNY [4] Production and Sales - The company sold a total of 14.37 million pigs in the first half of 2024, an increase of 22% year-on-year [4] - Chicken sales amounted to 548 million birds, a slight decrease of 1.04% year-on-year, with fresh chicken sales around 75 million birds and cooked products about 5.9 million birds [4] - The company began exploring piglet export business, selling a total of 440,000 piglets in the first half of 2024 [4] Cost Management - The comprehensive cost of pig farming decreased to approximately 7.4 CNY per jin, a year-on-year decline of about 1.2 CNY per jin [6] - In Q2 2024, the comprehensive cost of pig farming further reduced to around 7.1 CNY per jin, with a quarter-on-quarter decrease of 0.5 CNY per jin [6] - The cost of chicken farming also saw a reduction, with the total cost per chicken dropping to 6.2 CNY per jin, down by 0.8 CNY per jin year-on-year [6] Debt and Financial Health - The company's asset-liability ratio decreased to below 59% by the end of Q2 2024, down approximately 2.5% from the end of the previous year [6] - The company aims to reduce the asset-liability ratio to below 55% within the year [6] Future Plans - The company plans to enhance production management and continue improving disease prevention measures [6] - Focus will be placed on cost reduction and efficiency improvement initiatives to strengthen core competitiveness [7] - The company is committed to maintaining a stable cash dividend policy to reward shareholders [7]