The first quarter of the business performance, the prefabricated vegetable track of Xiantan Co., Ltd.

21st Century Business Herald reporter Han Yi Beijing report

After the operation performance declined for two consecutive years, Xiantan (002746.SZ) intends to seek to expand another main business.

On the evening of July 29, Xiantan announced that the company had signed a strategic cooperation agreement with Qingdao Aohma Cold Chain Integrated Co., Ltd. (referred to as Qingdao Aohma) and Acery (Qingdao) Economic and Trade Development Co., Ltd. Seeking common effort to make the prefabricated vegetable market.

In the first quarter of this year, the company's first quarterly loss of 43.7397 million yuan. Could this prefabricated dish, is this large -scale carnivore company focusing on white feathers and chicken breeding and slaughtering and processing operations for more than 20 years.

In the first quarter of sex loss

At present, Xiantan shares focusing on white feathers and chicken breeding and slaughter processing have fallen into a sharp decline in profitability.

In 2021, Xiantan achieved operating income of 3.312 billion yuan in that year, an increase of 3.87%year -on -year, but the net profit attributable was only 82.1447 million yuan, a year -on -year decrease of 76.70%.

The main factors that lead to the decline in operating performance are, including the Chinese white -feather broiler industry during the reporting period, affected by the negative situation of the new crown epidemic situation of "spreading globalization, surviving persistence", and the continuous decline of pig prices, leading to the overall industry shock downward downward settlement The industry's prosperity decreased year -on -year.

In the first quarter of this year, the first quarterly loss since the listing of Xiantan Co., Ltd., the quarterly loss reached 43.7397 million yuan.

Its latest semi -annual performance trailer shows that in the first half of 2022, Xiantan's profit profit was from 14 million yuan to 19 million yuan, a year -on -year decrease of 84.42%to 88.52%. Yuan loss.

The main reason for the pre -losses is that during the reporting period, it was again affected by the rise in raw materials such as corn and soybean meal, and the company's production costs increased.

It is worth noting that in the face of the market market in the disadvantaged chicken industry, Xiantan has also expanded significantly in the early stage.

In December 2020, the company's fixed increase of 110 million shares, raising 1.045 billion yuan for Zhucheng's annual output of 120 million feathers chicken industry ecological projects. After all the Zhucheng project was completed and put into operation in 2024, the company's meat chicken slaughter will reach 250 million to from 250 million to 270 million, with a meat processing capacity of 600,000 tons, and a prefabricated capacity of 150,000 tons. The company's production capacity will double, which is equivalent to building a "Xiantan shares" in cities.

Wang Shouchun, chairman of Xiantan Co., Ltd., responded to investors. The Zhucheng project as a rural revitalization Qilu model project created by the city project. Practical foundation.

However, at present, the production capacity expansion plan of the company's model engineering before, in the context of the downturn of the whole meat chicken industry, did not bring performance growth expectations, but has become the business burden of Xiantan.

Consultation prefabricated dishes

The three parties cooperated with Qingdao Aohma, such as Qingdao, perhaps it was the trend of Xiantan's search for business transformation.

It is reported that in this cooperation, the three parties intended to grasp the development opportunities of the prefabricated vegetable industry air outlet and RCEP (the "Regional Comprehensive Economic Partnership Agreement"). Focusing on the characteristics of prefabricated vegetable products, build a prefabricated cold chain logistics system, improve the prefabricated dishes from the field from the field At the dining table, through technological research and development, the cost of warehousing and transportation of prefabricated dishes improves, and take the lead in building an RCEP prefabricated vegetable industry base to promote the development of the prefabricated industry chain.

Qingdao Akoma has now deployed the four major scenarios of commercial superposition, hotel kitchen, intelligent retail, cold storage, and the cold chain industry of the cold chain industry. It has built a cold chain Internet of Things management platform with the help of the Internet of Things and other technologies to achieve remote monitoring of terminal equipment. Control and cloud resource management can provide customers with professional customization services from the origin to the dining table, from one kilometer to the last mile.

Acery is an important unit of RCEP Shandong Economic and Trade Cooperation Demonstration Zone. The company's shareholders and management teams all come from RCEP member states and have a good cooperative relationship with RCEP core member states. One -stop service platform.

One side is a large carnivore company. One party has the professional cold chain specialty, and the other party has the RCEP market. Xiantan plans to use this cooperation to open up the digestive mass production capacity, extend the industrial chain, and open up the prefabricated vegetable track.

"The company will make full use of the advantages of professional technology and market resources, with the prefabricated vegetable industry as the pillar, supplemented by cold chain logistics, public services, and international trade, connect with listed companies at home and abroad Industrial advantages and resource channels, through the integration of resource business, strengthen the scale of assets and profitability. "A staff member of Xiantan shares responded to the 21st Century Business Herald reporter and said that Xiantan plans to borrow this cooperation to contribute to the company's chicken products and prefabricated dishes Business, promote the strategic implementation and transformation of the company's "big food+large consumption" agricultural and animal husbandry food integrated industrial chain enterprise.

According to the company's plan, the Xiantan Co., Ltd. planned a subsidiary Xiantan Food as a deep -processed manufacturer of prefabricated dishes, and adopted a fully automatic production line to develop prefabricated vegetable products for Chinese and Western fast food channels. In the cooperation of the three parties, Xiantan will serve as the output party of the product, providing products such as splitting frozen chicken products, ice chicken products and conditioning foods. At present, the prefabricated dishes are becoming a new track for capital. Companies that are seeking to be listed with chicken as the main business of the prefabricated vegetables include the century -old Texas chopped chicken, Ziyan Baiwei chicken, and villagers chicken.

The 21st Century Economic Herald reporter learned from the Shandong Prefabrication Industry Alliance that Shandong has become a hot land for cultivating prefabricated dishes. The number of prefabricated vegetable companies is up to 9,246. In addition to the number one company -related ranking enterprise, there are currently 7 in the province in the province. A -share listing prefabricated vegetable companies are the number one prefabricated company in the country.

A person in charge of a private equity investment institution in Beijing told the 21st Century Business Herald that prefabricated dishes are actually industrialization of traditional Chinese food. Behind the industry's fiery technical support for cooking technology, prefabricated dishes that are difficult to meet consumer needs without cooking processes are pseudo -pseudo Propositions, it is not optimistic about the prefabricated vegetable market for the layout of the upstream industrial chain.

So, as an upstream enterprise's fairyland, can its layout of prefabricated dishes succeed in getting a cup?

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