On October 9, Pengdu Agriculture and Animal Husbandry issued an announcement. The announcement stated that in order to further strengthen interactions with investors and enable investors to have a comprehensive understanding of the company's situation, Pengdu Agriculture and Animal Husbandry Co., Ltd. (hereinafter referred to as the "Company") participated in the "2022 Investor Online Collective Reception Day for Listed Companies in Hunan" jointly organized by China Securities Regulatory Commission Hunan Regulatory Bureau, Hunan Provincial Association of Listed Companies and Shenzhen Panoramic Network Co., Ltd. Some company executives interacted and communicated with investors on September 29, 2022.
Pengdu Agriculture and Animal Husbandry Announcement Screenshot
Below are the main contents of the 2022 Investor Online Collective Reception Day Q&A for listed companies in Hunan:
1. Have the cattle from Myanmar come in?
Answer: Myanmar has not completed the construction of an epidemic-free zone and does not meet the acceptance standards of the "Protocol on the Recommendations and Hygiene Requirements for the Import of Beef Cattle from Myanmar from China". Myanmar beef cattle cannot be cleared for the time being. At present, the company is actively promoting the resumption of work and production, and can be put into production after the Myanmar beef cattle can be cleared.
2. The company's beef cattle introduction
Answer: Company has introduced beef cattle from New Zealand , Uruguay and other overseas since 2021. As of December 31, 2021, the company has controlled a total of 85,000 beef cattle.
3. Does your company's soybean business in Brazil have warehousing business, and what is the storage scale?
Answer: The storage capacity of company's own storage in Brazil is 3 million tons.
4. What impact does the depreciation of the RMB have on Pengdu Agriculture and Animal Husbandry’s main business? What is the main currency that the company trades in Brazil?
Answer: The depreciation of RMB has little impact on its main business. The company's main trading currency in Brazil is real .
5. Does the current world situation have a great positive impact on your company's soybeans and other agricultural products?
Answer: Ukraine and Russia are not the main producers of global soybeans, so the Russian-Ukraine war has a very limited impact on the global soybean supply and demand balance, and more will affect the supply and demand of corn and wheat. It may increase the sowing area of Brazilian corn and will have a positive impact on the company's agricultural supplies and pesticide business in Brazil. The company will continue to pay attention to the impact of the Russian-Ukraine war.
6. Is Newest Milk made by the company? What marketing plans will be in the future?
Answer: company seizes on the high-end development trend of dairy products brought about by consumption upgrades and actively extends upstream to control high-quality milk sources. It has controlled 29 original ecological ranches in New Zealand and has formed various mid-to-high-end dairy products of the "Newsland" brand, providing high-quality, healthy and traceable golden milk sources, dairy products and milk powder for the Chinese and foreign markets. At the same time, a national distribution network covering online and offline was built, and a complete industrial chain from "ranch to dining table" was built through the construction of a vertically integrated industrial chain.
7. What is the situation of shareholder reduction?
Answer: shareholder reduction is based on the needs of its own development. The reduction in holdings will not lead to a change in the control of Pengdu Agriculture and Animal Husbandry, and will not have a significant impact on the corporate governance structure and continued operations. The company's shareholders strictly abide by the provisions of " Shenzhen Stock Exchange Stock Listing Rules ", "Shenzhen Stock Exchange Listed Companies Self-Discipline Supervision Guidelines No. 1 - Standardized Operation of Main Board Listed Companies", "Several Provisions on Reducing Shares by Shareholders, Directors, Supervisors and Senior Managers of Listed Companies", and "Implementation Rules for Reducing Shares by Shareholders and Directors, Supervisors and Senior Management Personnel of Shenzhen Stock Exchange Listed Companies to Reduce Shares".
8. Is your company's trading business affected by the exchange rate ?
Answer: The decline in the people's exchange rate has a positive impact on China-Pakistan trade business. Brazilian subsidiaries' import trade from China's agricultural inputs has increased significantly.
9. Can you publish the data on cow giving birth?
Answer: has calved nearly 30,000 now.
10. Please introduce the full-year forecast income for 2022. Please explain the schedule for resumption of work and production.
Answer: Please refer to the company's regular report for the full-year performance of Company in 2022.Ruilipeng and the slaughterhouse have already met the production conditions, but the resumption of work and production must be determined based on the epidemic and the situation of Myanmar's imports.
11. I would like to ask the company's management, what specific measures does the company have in improving its operating level and returning investors
Answer: Since the company's controlling rights changed in 2014, the company's development strategy and main business have undergone major changes. After nearly two years of continuous practice and exploration, the company has gradually clarified the strategic positioning of "agriculture + food" and the development concept of "global resources, Chinese market", grasped the market opportunities brought by consumption transformation and upgrading, and established a strategic positioning to quickly control agricultural and food resources and connect with the domestic market through mergers and acquisitions on a global scale. In the future, the company will continue to promote the decline in administrative costs, financing costs and operating costs, and revitalize existing assets; increase research on trends in various industries, seize industry development opportunities, optimize financing structure, and explore model innovation, thereby further enhancing the company's transformation and upgrading.
12. Progress of the company's agricultural cooperation with China?
Answer: company's controlling shareholder Pengxin Group and China Agricultural Development Group signed the strategic cooperation agreement on July 28, 2022. The two parties will aim to explore the best practices of agricultural industrialization through resource integration, market docking and other methods, and jointly contribute to promoting China's agricultural modernization.
As of the close of September 30, Pengdu Agriculture and Animal Husbandry closed at 2.69 yuan per share. The total market value is 171.47 yuan
Pengdu Agriculture and Animal Husbandry 2022 interim report shows that the company's main business income was 10.918 billion yuan, an increase of 34.55% year-on-year; the net profit attributable to shareholders was 38.9278 million yuan, a decrease of 49.38% year-on-year; the net profit attributable to shareholders was 26.1204 million yuan, a decrease of 68.97% year-on-year; the company's main business income in a single quarter was 5.708 billion yuan, a increase of 40.82% year-on-year; the net profit attributable to shareholders in a single quarter was 5.0837 million yuan, a decrease of 72.27% year-on-year; the net profit attributable to shareholders in a single quarter was -8.4955 million yuan, a decrease of 128.88% year-on-year; the debt ratio was 65.18%, investment income was 109 million yuan, a financial expense of 91.7581 million yuan, and a gross profit margin of 6.31%.
Duchuang Finance Comprehensive
Review: Sun Shijian