京基智农(000048) - 京基智农调研活动信息

Group 1: Sales Performance - In April 2024, the company sold 192,000 pigs, including 39,500 piglets, generating sales revenue of 299 million yuan [1] - The average selling price of commercial pigs was 15.24 yuan/kg, with an average weight of approximately 120 kg [1] Group 2: Cost Structure - The average breeding cost for fattening pigs in April 2024 was 13.5 yuan/kg, with total costs around 14.6 yuan/kg [1] - The average cost for weaned piglets was 325 yuan per head [1] Group 3: Inventory and Production Metrics - As of the end of April 2024, the company had approximately 114,600 sows, including about 99,000 breeding sows and 15,600 replacement sows; fattening pigs inventory was 1,007,600, with 157,900 suckling piglets [2] - In April 2024, the PSY (Pigs per Sow per Year) was approximately 25, with an average of 11 weaned piglets per litter and a fattening survival rate of about 90% [2] Group 4: Business Strategy and Impact - In Q1 2024, the revenue contribution from pig farming was 54%, surpassing the real estate sector, indicating a strategic focus on pig farming [2] - The company has established emergency plans and disease prevention mechanisms to mitigate the impact of extreme weather events, with no significant adverse effects reported from recent floods [2]