On the evening of February 23, Xiangjia shares (SZ002982, stock price 15.48 yuan, market value 220.8 billion yuan) said that recently Hunan and Hubei areas have experienced freezing rain and large-scale snowfall, especially in northern Hunan, which has suffered a major ice and snow disaster. Affected by this, some of the company's farms in Changde area were collapsed by snow. According to preliminary estimates, it is estimated that the assets will be damaged by about 4557720,000 yuan (without considering the impact of insurance claims).
The reporter of the Daily Economic News noticed that the above-mentioned assets mentioned by Xiangjia shares were damaged, involving a direct loss of about 16.88 million yuan of biological assets, and the company's announcement reminded that this part has purchased property insurance, and the insurance company is currently calculating the loss; In addition, the damage also included a direct loss of fixed assets, and the net asset value was about 2,869720,000 yuan (of which the net value of equipment damage is about 16.5 million yuan). Therefore, Xiangjia shares said that the overall impact on the company could not be accurately verified for the time being.
In terms of farms, the ice and snow disaster involved a number of farms in Xiangjia shares, according to preliminary statistics, chicken coops and supporting building facilities, equipment, chickens, etc. were damaged, and the company's total breeding area was about 195710,000 square meters, about 18 of which need to be repaired due to damage due to the disaster690,000 square meters, accounting for 9% of the total breeding area55%。
Xiangjia Co., Ltd. said that the ice and snow disaster will have a certain impact on the company's operating performance in 2024. At present, the company has actively taken a number of loss reduction measures such as equipment repair and maintenance, production scheduling, etc., and made every effort to carry out post-disaster repair and reconstruction work, and the damaged farms are expected to fully resume normal seedling feeding in March 2024.
In addition, the reporter also noticed that a few days ago, Xiangjia shares also issued an announcement, saying that 366 live poultry were sold in January770,000, sales revenue of 7710440,000 yuan, the average sales price is 1067 yuan kg, month-on-month changes were -918%、-10.80%、-3.03%, and the year-on-year changes were .49%、-2.69%。
At the end of last month, Xiangjia Co., Ltd. released its 2023 annual performance forecast, and it is expected that the net profit attributable to the parent company will lose 1 percent last year$1.5 billion to $14.5 billion yuan, deducting non-net profit is expected to lose 1300 million to 1600 million yuan, basic earnings per share is expected to be a loss of 0$81 to $102 yuan, the main reason for the expected loss of Xiangjia shares is that the live poultry market is relatively sluggish, the sales unit price is low, and the live poultry business has a large loss; The gross profit margin of fresh products decreased; Raw material costs have decreased slightly, but remain high.
National Business Daily.