Two days ago, I saw a news on the Internet, saying that Dabei Nong will achieve a market value of 100 billion in the next 3 years! Invite 100 witnesses, each witness invests 1 million, and becomes 10 million in three years, if the goal is not reached, 3 million will be refunded! What confidence is this!
Let's take a look at the recent relevant data of Dabeinong:
Dabeinong announced its 2021 performance report on April 23. In 2021, the operating income will be about 31.328 billion yuan, a year-on-year increase of 37.32%; the net profit loss attributable to shareholders of listed companies will be about 440 million yuan, a year-on-year decrease of 122.52%.
Dabeinong released its first-quarter performance announcement on the evening of April 29, stating that the revenue in the first quarter of 2022 will be about 6.46 billion yuan, a year-on-year decrease of 12.73%; the net profit loss attributable to shareholders of listed companies is about 233 million yuan, a year-on-year decrease of 15.949 billion yuan %;
From the performance reports of Dabeinong in 2021 and the first quarter of 2022, it is not difficult to see that the overall loss is in a state, but the operating income is in a state of increase. The main factors affecting the performance are: during the reporting period, the price of live pigs continued to fall , African swine fever and other diseases continued to exist, and the gross profit margin of the pig farming business dropped sharply. At the end of the reporting period, the company made a provision for asset impairment of the hogs on hand, and the company suffered a loss in the pig raising business.
During the reporting period, the sales volume of the company's feed business increased by 26.47% year-on-year, and the sales revenue increased by 36.83% year-on-year. The company gave full play to its technological advantages and comprehensive service capabilities, and the profit of the feed business increased year-on-year.
From the point of view of the main factors affecting the performance, the impact of the breeding industry is still the main one. The price of pigs continues to fall and the cost of feed increases, coupled with the impact of the epidemic, resulting in a decline in profits!
Then, what is the strength of Dabeinong's market value of 100 billion yuan if it has doubled tenfold in three years?
I think no matter how confident they are, the most important point is that they have relatively good expectations for the pig market in the next 3 years! In particular, the current live pig market has basically reached the trough and inflection point of the cycle, and the rising cycle of pig prices is about to usher in the next one!
But judging from Dabeinong's 2022 production target:
about the company's 2022 development plan
1, feed industry: great potential, focusing on pig feed, breaking through ruminant . To become the most competitive feed enterprise with a market share of 10% in the short term and 20% in the medium and long term.
2. Pig raising industry: general idea: improve the system, strengthen epidemic prevention, increase efficiency and reduce costs, and operate steadily. Production situation: the current production capacity is 400,000 sows, and the stock of basic sows is 200,000. In 2022, it is expected to be about 5 million.
3. Seed industry (1) R&D, new varieties and promotion of existing rice and corn (2) Continuous investment: company investment + national policy support for Dabei Nong to obtain two projects of corn and soybean (3) Waiting: transgenic business Hua
raises pigs, the third place. Our slaughter volume is not very large, and we are developing steadily, with a capacity of 10 million pigs for slaughter. The entire pig raising industry has entered a period of integration, and at the same time, a new platform has been built for integration, and the number of pigs will reach 20 million in the future.
Do you think Dabeinong can achieve its goal in the next 3 years? If you had 1 million, would you invest it?
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