双汇发展：公司屠宰业将坚持“稳利扩量”的经营策略

证券之星09-03

证券之星消息，双汇发展(000895)09月03日在投资者关系平台上答复投资者关心的问题。

投资者提问：2025年牧原屠宰2866万头、双汇1314万头；牧原上半年屠宰收入220.61亿，为双汇111.40亿的1.98倍，毛利率2.1%4.2%。肉制品销量+9.12%，吨均毛利6264元、同比-0.8%，成本红利未体现。请问：（1）面对养殖企业向屠宰延伸，护城河与差异化策略是什么？2.14pct毛利率优势能否维持？（2）成本大降而吨毛利反降，降价与结构各占多少？（3）下半年吨毛利展望？

双汇发展回复：感谢您对公司的关注！公司屠宰业将坚持“稳利扩量”的经营策略，在稳定盈利的基础上，积极发挥产业协同优势、加工优势、品牌优势、工业布局和市场网络优势等，持续扩大屠宰规模和市场份额。上半年，公司肉制品吨均利润同比略有下降，主要因市场费用投入增加等影响，下半年公司肉制品将优化市场费用投入节奏，预计下半年及全年肉制品的吨均利润仍会保持在较高水平。谢谢！

本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。

责任编辑：沈彬

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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