laitimes

8 listed companies released broiler sales data in March, and most of the company's sales revenue fell year-on-year!

author:Chicken hemp

As of today, listed companies Sunner shares, Yisheng shares, Xiantan shares, Minhe shares, Wen's shares, Xiangjia animal husbandry, and Lihua shares released broiler sales data in March 2024, among which white feather chicken enterprises: Sunner, Xiantan, Minhe sales revenue decreased year-on-year and increased month-on-month, of which Xiantan increased by 197.71% month-on-month; Yisheng sales revenue decreased year-on-year and month-on-month; yellow feather chicken enterprises: Lihua's sales revenue increased year-on-year and month-on-month; Wen's and Xiangjia's sales revenue decreased year-on-year and increased month-on-month. Layer enterprises: Ningxia Xiaoming's sales revenue decreased year-on-year and increased month-on-month.

White-feathered broilers

Sunner Development's sales revenue in March 2024 was 1.518 billion yuan, a year-on-year change of -3.37% and a month-on-month increase of 46.21%

1. Sales in March 2024

Fujian Sunner Development Co., Ltd. (hereinafter referred to as the "Company") achieved sales revenue of 1.518 billion yuan in March 2024, a change of -3.37% from the same period last year and a month-on-month increase of 46.21%. Among them, the sales revenue of chicken meat in the poultry breeding and processing sector was 1.208 billion yuan, an increase of 0.36% over the same period last year and an increase of 96.73% over the previous month, and the sales revenue of the deep processing meat products segment was 582 million yuan, a change of -1.70% over the same period last year and an increase of 4.94% over the previous month.

In terms of sales volume, the sales volume of chicken meat in the poultry breeding and processing sector in March was 123,400 tons, an increase of 20.88% over the same period last year and 118.60% over the previous month, and the sales volume of products in the deep processing meat products segment was 26,000 tons, an increase of 0.59% over the same period last year and 6.35% over the previous month.

2. Description

Starting from the big food development strategy, the company continues to maintain the increment while doing a good job in internal cost control. In terms of the cumulative number from January to March, the production and sales volume of the aquaculture sector and the food deep processing sector have maintained a growth level of more than 10%, especially the slaughter volume of the aquaculture sector has increased by more than 25% year-on-year. From the cost side, under the influence of multiple factors such as the improvement of management efficiency, the decline in the price of bulk raw materials and the warming weather, the company's comprehensive meat production cost decreased significantly year-on-year, and the profitability of the food sector increased.

8 listed companies released broiler sales data in March, and most of the company's sales revenue fell year-on-year!

Picture/company's official website

In March 2024, the number of white feather broiler chicks sold by Yisheng Co., Ltd. was 42.5882 million, and the sales revenue was 182.1307 million yuan, with a year-on-year change of -47.37% and a month-on-month change of -12.01%

1. Sales of chicks in March 2024

Shandong Yisheng Breeding Livestock and Poultry Co., Ltd. (hereinafter referred to as the "Company") sold 42.5882 million white-feathered broiler chicks in March 2024, with a sales revenue of 182.1307 million yuan, a year-on-year change of -15.61% and -47.37%, and a month-on-month change of -2.21% and -12.01% respectively.

The sales volume of Yisheng 909 small white feather broiler chicks was 7.8856 million, and the sales revenue was 9.4654 million yuan, with year-on-year changes of 17.51% and -28.75%, and month-on-month changes of 4.98% and -11.00% respectively.

2. Explanation of the reasons

In March 2024, the sales unit price of white feather broiler chicks fell year-on-year, and the company's sales volume decreased year-on-year, so the company's sales revenue of white feather broiler chicks decreased year-on-year.

Xiantan Co., Ltd.'s sales revenue of chicken products in March 2024 was 400.083 million yuan, a year-on-year change of -19.25% and a month-on-month increase of 197.71%

1. Sales briefing for March 2024

Shandong Xiantan Co., Ltd. (hereinafter referred to as the "Company") achieved a sales revenue of 400.083 million yuan and a sales volume of 47,300 tons of chicken products in March 2024, with year-on-year changes of -19.25% and -0.45%, and month-on-month changes of 171.66% and 197.71% respectively. Among them, the poultry breeding and processing industry achieved a sales revenue of 371.615 million yuan and a sales volume of 45,300 tons (note: the sales revenue of chicken products before offset was 398.8676 million yuan and the sales volume was 47,500 tons), a year-on-year change of -22.36% and -2.05%, a month-on-month change of 184.62% and 209.95%, and the food processing industry realized a sales revenue of 28.4681 million yuan and a sales volume of 2,000 tons, a year-on-year change 69.52% and 59.31%, with month-on-month changes of 70.40% and 56.25%.

The above data is unaudited and there may be discrepancies between the data disclosed in the periodic reports. Therefore, the above data is only used as a period of data for investors' reference.

2. Explanation of the reasons

Since the Spring Festival holiday in 2024 is in February, according to the company's production plan,

8 listed companies released broiler sales data in March, and most of the company's sales revenue fell year-on-year!

Figure/Network

In March 2024, Minhe Co., Ltd. sold 24.4106 million commercial chicken seedlings, with a sales revenue of 85.3622 million yuan, a year-on-year change of -36.97% and a month-on-month increase of 4.83%

1. Sales of commercial chicken seedlings in March 2024

Shandong Minhe Animal Husbandry Co., Ltd. (hereinafter referred to as the "Company" or "the Company") sold 24.4106 million commercial chicken seedlings in March 2024, a year-on-year change of 3.06% and a month-on-month change of 20.52%, and a sales revenue of 85.3622 million yuan, a year-on-year change of -36.97% and a month-on-month change of 4.83%.

2. Explanation of the reasons

The company's sales revenue of commercial chicken seedlings decreased by 36.97% year-on-year, mainly due to the high enthusiasm of the industry in the same period last year and the high price of commercial chicken seedlings.

Yellow-feathered broiler

Wen's shares sold 97.596 million broilers in March 2024, with an income of 2.785 billion yuan, a year-on-year change of -2.79% and a month-on-month increase of 33.77%

1. Wen's Food Group Co., Ltd. (hereinafter referred to as the "Company") sold 97.596 million broilers (including hairy chickens, fresh products and cooked food) in March 2024, with an income of 2.785 billion yuan and an average sales price of 12.98 yuan/kg, with month-on-month changes of 40.02%, 33.77% and -4.49% respectively, and year-on-year changes of 1.77%, -2.79% and -2.70% respectively. The main indicator change factors are as follows: In March 2024, the company's broiler sales and revenue increased month-on-month, mainly due to the fact that February coincided with the Spring Festival consumption into the off-season and the number of sales days was less, and the number of broilers slaughtered was small.

2. The company will sell 7,600,800 white-feathered chicks in March 2024.

8 listed companies released broiler sales data in March, and most of the company's sales revenue fell year-on-year!

Picture/company's official website

Xiangjia Co., Ltd. sold 3.9724 million live poultry in March 2024, with a sales revenue of 84.3012 million yuan, a year-on-year change of -4.35% and a month-on-month increase of 26.73%

1. Sales of chicken products in March 2024

Hunan Xiangjia Animal Husbandry Co., Ltd. sold 3.9724 million live poultry in March 2024, with a sales revenue of 84.3012 million yuan and an average sales price of 10.33 yuan/kg, with month-on-month changes of 34.46%, 26.73%, and -8.03%, and year-on-year changes of 2.99%, -4.35%, and -15.11%, respectively.

2. Explanation of the reasons

The company's live poultry sales in March 2024 increased month-on-month, mainly due to the fact that February was during the Spring Festival period, and the number of sales days in March was higher than that in February.

8 listed companies released broiler sales data in March, and most of the company's sales revenue fell year-on-year!

Picture/Chicken Disease Professional Network Supply

Jiangsu Lihua Animal Husbandry sold 39.2885 million commercial broilers in March 2024, with a sales revenue of 1.062 billion yuan, a year-on-year increase of 0.38% and a month-on-month increase of 18.53%

Jiangsu Lihua Animal Husbandry Co., Ltd. (hereinafter referred to as the company) sold 39.2885 million broilers (including hairy chickens, slaughtered products and cooked products) in March 2024, with a sales revenue of 1.062 billion yuan and an average sales price of 12.37 yuan per catty, with month-on-month changes of 29.42%, 18.53% and -8.78% respectively, and year-on-year changes of 6.97%, 0.38% and -6.07% respectively.

Layer

Ningxia Xiaoming sold 17.6095 million commercial chickens in March 2024, with a sales revenue of 54.6918 million yuan, a year-on-year change of -29.48% and a month-on-month increase of 46.31%

1. Briefing on the sales of commercial chickens in March

Ningxia Xiaoming Agriculture and Animal Husbandry Co., Ltd. sold 17.6095 million chicken products in March 2024, with a sales revenue of 54.6918 million yuan, a month-on-month change of 30.96% and 46.31%, and a year-on-year change of -24.91% and -29.48%, respectively.

2. Explanation of the reasons

In March 2024, the demand for chicken products in the current period improved, and the company adjusted its marketing layout in a timely manner according to market conditions, and the sales volume and revenue increased significantly compared with the previous month.