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温氏股份:不仅仅是一家养殖企业

来源: 南方日报网络版     时间: 2019年01月18日 03:48:32
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(原)(标)(题)(:不)(惧)(猪)(周)(期)(温)(氏)(股)(份)(:不)(仅)(仅)(是)(一)(家)(养)(殖)(企)(业)(
广)(东)(温)(氏)(食)(品)(集)(团)(股)(份)(有)(限)(公)(司)((以)(下)(简)(称)(“温)(氏)(股)(份)(”)已)(不)(仅)(仅)(是)(一)(家)(传)(统)(的)(养)(殖)(企)(业)(,做)(好)(主)(产)(业)(的)(大)(前)(提)(下)(,温)(氏)(还)(在)(动)(保)(、农)(牧)(装)(备)(、环)(保)(设)(备)(、投)(资)(业)(务)(等)(板)(块)(均)(有)(布)(局)(,这)(将)(极)(大)(程)(度)(平)(滑)(猪)(价)(低)(谷)(对)(业)(绩)(的)(负)(面)(影)(响)(。
就)(在)(市)(场)(谈)(“举)(牌)(”色)(变)(的)(时)(期)(,有)(这)(么)(家)(公)(司)(,第)(一)(大)(股)(东)(仅)(持)(股)(4.15%,却)(显)(得)(颇)(为)(淡)(定)(:“以)(开)(放)(的)(心)(态)(看)(待)(战)(略)(投)(资)(的)(加)(入)(,愿)(意)(与)(有)(诚)(意)(的)(战)(略)(投)(资)(者)(展)(开)(合)(作)(洽)(谈)(。引)(入)(战)(略)(投)(资)(,也)(将)(更)(有)(利)(于)(公)(司)(的)(市)(值)(稳)(定)(。”
这)(家)(公)(司)(便)(是)(温)(氏)(股)(份)(,一)(家)(以)(全)(员)(持)(股)(而)(闻)(名)(,始)(终)(坚)(持)(“共)(同)(致)(富)(”理)(念)(,前)(三)(季)(度)(净)(利)(润)(突)(破)(百)(亿)(的)(创)(业)(板)(市)(值)(第)(一)(股)(。目)(前)(,其)(第)(一)(大)(股)(东)(、董)(事)(长)(温)(鹏)(程)(仅)(持)(有)(约)(4%,整)(个)(温)(氏)(家)(族)(持)(股)(不)(到)(17%;而)(原)(始)(创)(业)(股)(东)(及)(高)(管)(超)(过)(6000多)(人)(持)(股)(,约)(占)(总)(股)(本)(的)(75%。
因)(此)(种)(种)(,12月)(22日)(,在)(由)(21世)(纪)(经)(济)(报)(道)(主)(办)(、前)(海)(股)(权)(交)(易)(中)(心)(协)(办)(的)(“2016亚)(洲)(产)(业)(与)(资)(本)(峰)(会)(”上)(,温)(氏)(股)(份)(获)(得)(了)(“2016中)(国)(战)(略)(型)(上)(市)(公)(司)(卓)(越)(董)(事)(会)(”奖)(项)(。
规)(模)(化)(养)(殖)(平)(滑)(猪)(周)(期)(影)(响)(
WIND数)(据)(显)(示)(,按)(证)(监)(会)(行)(业)(分)(类)(,截)(至)(12月)(26日)(,14家)(畜)(牧)(业)(上)(市)(公)(司)(中)(的)(10家)(已)(发)(布)(全)(年)(业)(绩)(预)(告)(,其)(中)(9家)(业)(绩)(预)(增)(200%以)(上)(。
而)(作)(为)(全)(国)(规)(模)(最)(大)(的)(种)(猪)(育)(种)(、肉)(猪)(、肉)(鸡)(养)(殖)(企)(业)(之)(一)(,温)(氏)(股)(份)(的)(业)(绩)(亦)(相)(当)(亮)(眼)(。三)(季)(报)(显)(示)(,前)(三)(季)(度)(公)(司)(实)(现)(营)(业)(总)(收)(入)(436.44亿)(元)(,同)(比)(增)(长)(27.62%;归)(属)(于)(上)(市)(公)(司)(股)(东)(的)(净)(利)(润)(108.37亿)(元)(,同)(比)(增)(长)(124.94%。
温)(氏)(股)(份)(靓)(丽)(的)(业)(绩)(与)(“超)(长)(猪)(周)(期)(”不)(无)(关)(系)(。所)(谓)(的)(猪)(周)(期)(,即)(为)(“肉)(价)(上)(涨)(-母)(猪)(存)(栏)(量)(大)(增)(-生)(猪)(供)(应)(增)(加)(-肉)(价)(下)(跌)(-大)(量)(淘)(汰)(母)(猪)(-生)(猪)(供)(应)(减)(少)(-肉)(价)(上)(涨)(”,在)(以)(往)(,整)(个)(周)(期)(一)(般)(是)(2-3年)(循)(环)(一)(次)(。
温)(氏)(股)(份)(去)(年)(11月)(上)(市)(,而)(生)(猪)(价)(格)(从)(去)(年)(11月)(的)(16.40元)(/公)(斤)(一)(度)(冲)(至)(今)(年)(6月)(初)(21.21元)(/公)(斤)(高)(位)(。
但)(今)(年)(下)(半)(年)(,全)(国)(生)(猪)(价)(格)(进)(入)(下)(行)(通)(道)(。农)(业)(部)(监)(测)(显)(示)(,10月)(生)(猪)(价)(格)(每)(公)(斤)(17.06元)(,环)(比)(跌)(7.1%,连)(续)(5个)(月)(回)(落)(。也)(有)(业)(内)(人)(士)(预)(计)(,随)(着)(本)(轮)(“猪)(周)(期)(”进)(入)(后)(半)(段)(,明)(年)(猪)(价)(存)(下)(调)(趋)(势)(。
“猪)(价)(在)(今)(年)(出)(现)(了)(高)(点)(,接)(下)(来)(可)(能)(相)(对)(平)(稳)(。”温)(氏)(股)(份)(坦)(言)(,公)(司)(也)(将)(通)(过)(多)(种)(手)(段)(,降)(低)(经)(营)(成)(本)(,保)(持)(业)(绩)(稳)(步)(上)(升)(努)(力)(平)(滑)(猪)(周)(期)(带)(来)(的)(影)(响)(。不)(过)(,大)(规)(模)(、集)(中)(化)(养)(殖)(是)(大)(趋)(势)(,这)(会)(将)(猪)(周)(期)(拉)(长)(,曲)(线)(更)(加)(平)(滑)(。
而)(且)(,与)(以)(前)(相)(比)(,现)(在)(的)(猪)(肉)(周)(期)(会)(有)(所)(不)(同)(。造)(成)(猪)(周)(期)(改)(变)(的)(重)(要)(原)(因)(之)(一)(是)(之)(前)(散)(户)(采)(用)(快)(进)(快)(出)(的)(模)(式)(,但)(现)(在)(养)(猪)(行)(业)(的)(环)(保)(门)(槛)(大)(为)(提)(高)(,散)(户)(进)(入)(养)(殖)(业)(不)(再)(那)(么)(容)(易)(。大)(量)(产)(能)(的)(退)(带)(来)(了)(很)(大)(的)(市)(场)(空)(缺)(,各)(大)(农)(牧)(企)(业)(也)(已)(开)(始)(马)(不)(停)(蹄)(地)(投)(资)(扩)(张)(。
就)(以)(养)(猪)(业)(为)(例)(,不)(仅)(仅)(深)(耕)(华)(南)(市)(场)(,温)(氏)(股)(份)(已)(在)(全)(国)(20多)(个)(省)((市)(、自)(治)(区)()进)(行)(战)(略)(布)(局)(,蓄)(积)(产)(能)(将)(在)(未)(来)(几)(年)(逐)(步)(释)(放)(,预)(期)(2017年)(出)(栏)(量)(保)(持)(15%左)(右)(的)(增)(长)(;2019年)(商)(品)(猪)(出)(栏)(量)(2750万)(头)(。
同)(时)(,温)(氏)(股)(份)(坚)(定)(地)(表)(示)(,未)(来)(几)(年)(,主)(要)(资)(本)(支)(出)(仍)(是)(养)(猪)(业)(、养)(鸡)(业)(的)(提)(量)(、提)(质)(,其)(他)(配)(套)(业)(务)(也)(是)(为)(了)(配)(合)(主)(产)(业)(的)(发)(展)(。
规)(模)(化)(、集)(中)(化)(养)(殖)(除)(了)(有)(力)(支)(撑)(公)(司)(业)(绩)(,对)(冲)(猪)(周)(期)(的)(影)(响)(外)(,也)(有)(助)(于)(降)(低)(养)(殖)(成)(本)(,增)(加)(产)(品)(竞)(争)(力)(。
近)(期)(,市)(场)(都)(在)(热)(议)(,洋)(猪)(肉)(以)(低)(价)(占)(领)(市)(场)(,“绞)(杀)(”国)(产)(肉)(。农)(业)(部)(数)(据)(显)(示)(,2016年)(1-10月)(猪)(肉)(进)(口)(139.4万)(吨)(,同)(比)(增)(1.3倍)(。业)(内)(预)(计)(全)(年)(进)(口)(将)(达)(到)(150万)(吨)(以)(上)(,这)(占)(到)(我)(国)(猪)(肉)(产)(量)(的)(1/40。
“进)(口)(猪)(肉)(可)(能)(对)(国)(内)(市)(场)(产)(生)(一)(定)(的)(影)(响)(,但)(影)(响)(不)(会)(太)(大)(。即)(使)(进)(口)(猪)(肉)(增)(多)(,但)(基)(数)(少)(,实)(际)(市)(场)(占)(有)(量)(也)(少)(。2015年)(,进)(口)(猪)(肉)(占)(国)(内)(市)(场)(份)(额)(约)(1%。”温)(氏)(股)(份)(表)(示)(,“国)(外)(成)(本)(低)(的)(原)(因)(在)(于)(原)(料)(成)(本)(低)(、自)(动)(化)(养)(殖)(程)(度)(高)(。目)(前)(,公)(司)(的)(养)(殖)(成)(本)(正)(在)(逐)(步)(降)(低)(。成)(本)(控)(制)(是)(个)(系)(统)(工)(程)(,技)(术)(、生)(产)(、经)(营)(管)(理)(等)(方)(面)(的)(水)(平)(高)(,都)(会)(促)(进)(降)(低)(成)(本)(。”
温)(氏)(股)(份)(已)(不)(仅)(仅)(是)(一)(家)(传)(统)(的)(养)(殖)(企)(业)(,做)(好)(主)(产)(业)(的)(大)(前)(提)(下)(,温)(氏)(还)(在)(动)(保)(、农)(牧)(装)(备)(、环)(保)(设)(备)(、投)(资)(业)(务)(等)(板)(块)(均)(有)(布)(局)(,这)(将)(极)(大)(程)(度)(平)(滑)(猪)(价)(低)(谷)(对)(业)(绩)(的)(负)(面)(影)(响)(。
完)(善)(“公)(司)(+农)(户)(”模)(式)(,
打)(造)(品)(牌)(效)(应)(
从)(市)(场)(占)(有)(率)(来)(看)(,目)(前)(温)(氏)(股)(份)(已)(稳)(居)(养)(猪)(养)(鸡)(“双)(料)(龙)(头)(”:2015年)(,温)(氏)(上)(市)(商)(品)(肉)(猪)(1535万)(头)(,约)(占)(全)(国)(产)(量)(的)(2.17%;温)(氏)(养)(鸡)(业)(在)(国)(内)(排)(行)(神)(话)(,占)(黄)(鸡)(市)(场)(的)(约)(20%,占)(整)(个)(肉)(鸡)(市)(场)(的)(约)(10%。
但)(是)(对)(于)(普)(通)(消)(费)(者)(而)(言)(,“温)(氏)(”品)(牌)(或)(许)(有)(点)(陌)(生)(,在)(大)(型)(商)(超)(、门)(店)(,甚)(至)(是)(菜)(市)(场)(都)(鲜)(见)(“温)(氏)(”肉)(类)(,与)(市)(场)(“龙)(头)(”地)(位)(似)(乎)(不)(太)(相)(符)(?
对)(此)(,温)(氏)(股)(份)(解)(释)(道)(,品)(牌)(与)(消)(费)(市)(场)(紧)(密)(相)(连)(,是)(产)(品)(在)(消)(费)(者)(心)(目)(中)(的)(品)(质)(印)(象)(与)(口)(碑)(。此)(前)(,温)(氏)(专)(注)(于)(养)(殖)(业)(务)(,猪)(、鸡)(等)(产)(品)(多)(销)(售)(给)(下)(游)(大)(型)(批)(发)(商)(。接)(下)(来)(,将)(在)(品)(牌)(塑)(造)(方)(面)(下)(大)(气)(力)(,如)(温)(氏)(生)(鲜)(项)(目)(,目)(前)(拥)(有)(40多)(家)(生)(鲜)(门)(店)(,销)(售)(自)(产)(的)(猪)(、禽)(类)(、牛)(奶)(等)(自)(主)(品)(牌)(产)(品)(。目)(前)(生)(鲜)(门)(店)(主)(要)(分)(布)(在)(深)(圳)(等)(地)(,今)(后)(将)(逐)(渐)(向)(珠)(三)(角)(等)(地)(区)(拓)(展)(。
除)(了)(塑)(造)(品)(牌)(外)(,温)(氏)(亦)(在)(育)(种)(、饲)(料)(、动)(保)(、农)(牧)(装)(备)(、环)(保)(处)(理)(等)(方)(面)(均)(处)(于)(全)(国)(领)(先)(地)(位)(,打)(造)(出)(一)(条)(清)(晰)(的)(全)(产)(业)(链)(。
业)(绩)(的)(稳)(步)(增)(长)(也)(与)(温)(氏)(独)(特)(的)(“公)(司)(+农)(户)(”养)(殖)(模)(式)(有)(关)(。在)(规)(模)(扩)(张)(过)(程)(中)(,温)(氏)(承)(担)(了)(育)(种)(、种)(苗)(饲)(料)(生)(产)(、技)(术)(管)(理)(体)(系)(建)(立)(等)(产)(业)(链)(配)(套)(的)(关)(键)(环)(节)(;合)(作)(农)(户)(承)(担)(肉)(鸡)(、肉)(猪)(的)(现)(场)(饲)(养)(管)(理)(。通)(过)(该)(模)(式)(,温)(氏)(有)(效)(地)(整)(合)(了)(规)(模)(扩)(张)(中)(需)(要)(的)(资)(本)(、土)(地)(、劳)(动)(力)(等)(资)(源)(要)(素)(,实)(现)(了)(资)(源)(的)(优)(化)(配)(置)(和)(公)(司)(地)(快)(速)(扩)(张)(。
而)(以)(合)(理)(的)(利)(益)(分)(配)(,使)(温)(氏)(与)(农)(户)(连)(接)(成)(利)(益)(共)(同)(体)(,形)(成)(高)(度)(互)(信)(的)(合)(作)(关)(系)(。尤)(其)(在)(市)(场)(行)(情)(不)(好)(的)(时)(候)(,温)(氏)(仍)(然)(按)(合)(同)(约)(定)(,保)(证)(农)(户)(每)(年)(都)(有)(稳)(定)(的)(收)(入)(,并)(随)(着)(物)(价)(、社)(会)(生)(活)(水)(平)(提)(高)(,农)(户)(的)(收)(益)(逐)(年)(提)(高)(。牢)(固)(的)(合)(作)(基)(础)(,也)(是)(温)(氏)(的)(核)(心)(竞)(争)(力)(所)(在)(。
有)(利)(亦)(有)(弊)(。随)(着)(环)(保)(要)(求)(越)(来)(越)(高)(,不)(论)(是)(自)(繁)(自)(养)(,还)(是)(农)(户)(养)(殖)(,同)(样)(存)(在)(环)(保)(风)(险)(,必)(须)(加)(以)(掌)(控)(。而)(对)(于)(这)(一)(点)(,温)(氏)(股)(份)(早)(有)(应)(对)(措)(施)(,设)(置)(专)(门)(科)(室)(开)(展)(环)(保)(工)(程)(的)(研)(发)(和)(管)(理)(工)(作)(。农)(户)(在)(与)(公)(司)(合)(作)(养)(殖)(前)(,需)(经)(过)(公)(司)(专)(业)(部)(门)(的)(验)(收)(,验)(收)(合)(格)(后)(,才)(与)(其)(合)(作)(;签)(订)(合)(同)(时)(,农)(户)(要)(签)(署)(无)(害)(化)(承)(诺)(书)(、环)(保)(承)(诺)(书)(等)(;每)(个)(合)(作)(农)(场)(都)(有)(配)(套)(环)(保)(设)(施)(,畜)(禽)(粪)(便)(发)(酵)(后)(可)(作)(为)(有)(机)(肥)(还)(田)(,尿)(、污)(水)(等)(经)(处)(理)(后)(达)(标)(排)(放)(或)(零)(排)(放)(。此)(外)(,公)(司)(还)(通)(过)(一)(定)(的)(补)(贴)(,调)(动)(合)(作)(农)(户)(做)(好)(环)(保)(处)(理)(的)(积)(极)(性)(。现)(在)(公)(司)(的)(综)(合)(环)(保)(水)(平)(在)(业)(内)(处)(于)(先)(进)(地)(位)(。返)(回)(搜)(狐)(,查)(看)(更)(多)(责)(任)(编)(辑)(:
声)(明)(:该)(文)(观)(点)(仅)(代)(表)(作)(者)(本)(人)(,搜)(狐)(号)(系)(信)(息)(发)(布)(平)(台)(,搜)(狐)(仅)(提)(供)(信)(息)(存)(储)(空)(间)(服)(务)(。
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