Consumption reference 丨 Golden Aurea's profit problem

Reporter He Hongyuan and Chen Sha reports from the 21st Century Business Herald reporters

Golden Aurea tries to break free of raw material cycles.

The semi -annual report released on August 4 showed that in the current period, its revenue was 119.483 billion yuan, a year -on -year increase of 15.74%; net profit was 1.976 billion yuan, a year -on -year decrease of 33.47%.

From the perspective of products, kitchen food revenue was 76.136 billion yuan, an increase of 15.41%year -on -year; feed raw materials and oil technology revenue of 42.469 billion yuan, an increase of 16.46%year -on -year.

Such a decline in profit is good news for golden fish. In the first quarter, its revenue was 56.5 billion yuan, a year -on -year increase of 10.68%; net profit was 110 million yuan, a year -on -year decrease of 92.71%.

According to the financial report, starting from mid -late June, the prices of major raw materials soybeans and palm oil have fallen from a high level, and derivative financial instruments have achieved returns. As a result, the profit ring in the second quarter improved.

According to financial reports, in the first half of the year, due to factors such as the expected soybean output and geopolitical conflict affected by the drought output of South America, the prices of soybeans, soybean oil and palm oil have risen rapidly. Although the price has fallen in mid -to -late June, compared During the same period last year, the cost of golden fish products still increased sharply.

At the 2021 performance briefing meeting, Mu Yankui, the company's president, said that in the face of the environmental oil rising environment, considering the third price adjustment.

In addition, the Golden Aurea admitted in the semi -annual report that although the price of some products was raised, it did not completely cover the cost of raw material, and the gross profit margin of the main products decreased significantly year -on -year. In the first half of 2022, the interest rate of Golden Aurea was 7.53%, and the same period last year was 11.94%.

In fact, increasing income and increasing benefits to golden fish is already normal. From 2017 to 2021, its net profit fell from 877.97%to -31.15%year-on-year.

In order to solve the problem of profits, Golden Aurea sets the direction in the central kitchen. On the one hand, the business provides new sales channels for its kitchen food. On the other hand, it extends the industrial chain and improves the profit margin of the kitchen food sector.

In terms of progress, the Golden Dragon Fish Hangzhou Kitchen Project was put into production in March. The total area of ​​the project was about 90,000 square meters. It introduced raw materials such as vegetables and meats of partners and produced with its own rice noodles. In addition, Chongqing, Langfang, and Xi'an projects are expected to be put into production this year. More than 20 cities including Guangzhou, Tianjin, Zhengzhou, Taiyuan, Wenzhou, Haikou, Guiyang, Huai'an have also identified the construction of the central kitchen project.

This is one of the few choices in the passive cycle of golden fish.

On August 4, Golden Aurea closed at 45.51 yuan, an increase of 0.86%. The historical high at this price of 145.62 yuan in 2021 has shrunk by more than 100 yuan, and the latest market value is 246.7 billion yuan, which has evaporated by more than 540 billion yuan from 789.6 billion yuan.

agriculture

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The average price of pork in the national agricultural wholesale market decreased by 0.3%

According to the monitoring of the Ministry of Agriculture and Rural Affairs, the "Agricultural Products Wholesale Price 200 Index" was 121.24 on August 4, a decrease of 0.44 points from the 3rd. The wholesale price index of the "vegetable basket" product was 122.04, a decrease of 0.52 points from the 3rd. As of 14:00 on the 4th, the average price of pork in the national agricultural wholesale market was 28.98 yuan/kg, a decrease of 0.3%from the 3rd.

food and drink

Wen's shares lost 3.517 billion yuan in the first half of the year

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The Tang Dynasty proposed to acquire 60%equity of Hunan Longxiang 60%

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Yili Co., Ltd.: The Dealers Association accepts the company's no more than 35 billion yuan multi -variety debt financing instruments (DFI) registration

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French cheese producer Bel acquired 70%of Shandong Junjun cheese

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Zhou Heiya issued a profit early warning

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It is rumored that the Wal -Mart cuts about 200 company employees

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New Oriental Yu Minhong: Allows Oriental selection to lose money for five years

On August 3, at the closing speech of the Tianjin Summit of the 2022 Yabuli China Entrepreneurs Forum, Yu Minhong, chairman of the New Oriental Education Technology Group, talked about its live broadcast and cargo platform Oriental selection: "Do not hurry to do it slowly, allow losses for five years, losing money every year, losses each year. There is no problem with one billion. "

Entertainment game

Switch sales fell 22% year -on -year

On August 3, Nintendo, Japan, released the first fiscal season as of the end of June. In the season, its operating profit fell 15%to 101.6 billion yen (about 763 million US dollars), and its revenue was 307.5 billion yen, all lower than expected. Nintendo sold 3.43 million Switch game consoles in the first quarter, lower than 4.45 million units in the same period last year, a year -on -year decrease of 22%. At the same time, Nintendo maintains the prediction of this fiscal year, that is, in the year of March 2023, it sold 21 million Switch, which was lower than 23.06 million units in the previous fiscal year.

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Cat Eye Entertainment issued a profit early warning

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Wanda Film: Vice President Xu Jianfeng leaves office

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Luxury

TOD's Group will be privatized

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Textile clothing

Anta Sports issued the country's first single private enterprise green panda bond

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