PDAH(SZ:002505)2022-11-19 03:04Group 1: Company Overview and Plans - The company plans to import 1.2 million high-quality breeding cows over approximately five years, aiming for a stock of 2.3 million and an output of 2 million [3][4][12] - The company has completed the construction of a slaughter capacity for 500,000 beef cattle, but operations are currently halted due to the pandemic [3][6][8] Group 2: Financial Performance and Market Impact - In 2021, the company reported a revenue of approximately 850 million yuan from sugar, accounting for 5.9% of total revenue [14][17] - The domestic beef consumption reached 9.81 million tons in 2021, with a year-on-year growth of 10.91%, indicating a significant supply gap of 2.83 million tons [12] Group 3: Investor Relations and Stock Performance - The company's stock performance is influenced by multiple factors, and it is actively working to enhance market recognition [5] - The company emphasizes the importance of maintaining communication with investors and is committed to shareholder returns while ensuring sustainable development [7][10] Group 4: Operational Challenges and Strategies - The company is facing challenges in importing live cattle from Myanmar due to customs issues, but is actively working to resume operations [6][8] - The company has implemented strict hedging measures to mitigate price risks in grain trading, ensuring stable profits despite market fluctuations [9]