Haid Group recently pointed out in a survey with ** investment institutions that the company's overseas feed business has formed a competitive advantage in the industrial chain through the construction of local factories and local sales, as well as supporting technical service systems and animal protection and seedling plates, and the overall growth is good. However, due to the slow construction of overseas production capacity in the past few years, there has been a shortage of production capacity in Vietnam, Egypt, Indonesia and other regions, and the company will further accelerate the construction of overseas production capacity.
In addition, with the smoother global logistics, the company's foreign formulas will gradually be in line with domestic standards, domestic mature technologies will be transformed in foreign markets, and the profits of the entire overseas business will continue to increase. The company believes.
According to reports, the Southeast Asian market is the earliest layout area of Haid Group, which will beVietnamas the core, and to Indonesia, Malaysia, Bangladesh and other markets; In the African region, currentlyEgyptIt has its factory layout, and plans to gradually develop to Ethiopia, Tanzania and other North African and East African markets in the future; In South America, the company is currently in:EcuadorThere is a layout, and Brazil is also a target market that it pays more attention to.
Haid Group's 2023 semi-annual report shows that its overseas business contributed about in the first half of last year44.300 million yuanRMB revenue accounts for about 8% of its total revenue4%。The gross profit margin of the overseas business exceeded 12%, which was significantly higher than the level of its domestic regions.
The company also pointed out in the survey that the competition pattern of various varieties in the feed industry will change greatly in 2023. Look at it by varietyPig feedThe competition is relatively stable, due to the continuous loss of breeding, the shortage of funds in the breeding industry, the market strategy of pig feed mills is tightened, if the pig price rebounds in 2024, the competition in the pig feed market may become fierce; The scale of poultry breeding has been significantly improvedPoultry feedThe market competition is relatively fierce, which is more reflected in the large companies; AquacultureIn terms of most varieties, the most varieties are sluggish, breeding losses, market capacity is declining, and small and medium-sized aquatic feed enterprises are accelerating their withdrawal.
Haid Group said that pig feed profits may be under pressure in the case of fierce competition in the industry, and the launch of the company's teaching trough nursery material products this year will accelerate the improvement of product structure, and there will be better support for pig feed profits. At the same time, the company maintains confidence in the growth of special aquatic materials, of which foreign special aquatic materials maintain a high growth, which has a greater role in promoting the overall profit of aquatic materials.
It also mentioned that with the improvement of the production efficiency of sows in the whole industry, the upgrading of technical models, and the impact of secondary fattening and pen pressing in the market, the pig cycle is not as clear and obvious as before, and the overall situation is gradually shortening. If the pig cycle is completed within one year, the impact on the company's feed performance and other aspects is not large. Its own pig breeding has been adhering to a stable business operation model, which can effectively avoid cycle risks and will not cause major fluctuations.
In the first half of 2023, Haid Group will slaughter 2.2 million pigs, and its annual slaughter volume is expected to be about 4.35 million, which is among the top 15 pig enterprises in China.
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