Earnings Update: Guangdong Haid Group Co., Limited (SZSE:002311) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts
Kaiyuan Securities: The low-level configuration value of the pig Sector is becoming evident, while the logic of domestic product rise in the pet Sector continues to strengthen.
In Q1 2025, the proportion of Heavyweight in Fund holdings in the Agriculture Sector decreased.
Guangdong Haid Group's Q1 Profit Jumps 49%
Haida Group: 2024 Annual Report Summary
Haida Group: Report for the first quarter of 2025
Haida Group: 2024 Annual Report
Guangdong Haid Group (002311.SZ) announced its first-quarter performance, with a net income of 1.282 billion yuan, a year-on-year increase of 48.99%.
Guangdong Haid Group (002311.SZ) released the Q1 2025 report, in the first quarter, the company achieved revenue...
Express News | Guangdong Haid Group Says Q1 Net Profit up 49.0%
Express News | Guangdong Haid Group 2024 Net Profit up 64.3%
While Individual Investors Own 23% of Guangdong Haid Group Co., Limited (SZSE:002311), Private Companies Are Its Largest Shareholders With 55% Ownership
Haida Group: Earnings Forecast for the First Quarter of 2025
Guangdong Haid Group (002311.SZ): Q1 net income is expected to increase by 39.42% - 51.04%.
Guangdong Haid Group (002311.SZ) announced its performance forecast for the first quarter of 2025 on April 8. From January to March 2025, the company expects to achieve a net income attributable to shareholders of 1.2 billion to 1.3 billion yuan, an increase of 39.42% to 51.04% compared to the same period last year; the net income after deducting non-recurring gains and losses is expected to be 1.2 billion to 1.3 billion yuan, an increase of 57.96% to 71.13% compared to the same period last year; the basic EPS is expected to be 0.72 yuan/share to 0.78 yuan/share. The Industry Chain of the Fodder Industry continues to make progress and improvements, with the tariff policies having minimal impact on the industry. In recent years.
Express News | Guangdong Haid Group Sees Q1 Net Profit up 39.4-51.0% Y/Y
The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.
① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.
Central China: In February, the prices of livestock and poultry showed weak running, while Pet Food export data welcomed a "good start."
In early February, after the Spring Festival, the market is in a situation of oversupply, with pig prices running weakly; China's Pet Food export data is warming up, and the fundamentals of related companies are expected to improve.
Guangdong Haid Group (SZSE:002311) Shareholders Have Earned a 6.3% CAGR Over the Last Five Years
Investors Aren't Buying Guangdong Haid Group Co., Limited's (SZSE:002311) Earnings
Guangdong Haid Group (002311.SZ): Currently, the largest share of the company's overseas Fodder sales is in Vietnam.
On March 3, Glonghui reported that Guangdong Haid Group (002311.SZ) recently stated at a Brokerage strategy meeting that the largest region for its overseas Fodder sales is Vietnam. Additionally, Fodder sales are present in several countries including Indonesia, Ecuador, and Egypt. When investors asked about "the company's plans for future overseas Fodder development?", the company indicated that in Southeast Asia, it focuses on Vietnam while actively expanding into markets such as Indonesia, Bangladesh, and Malaysia; in Africa, it uses Egypt as a foothold to gradually extend into the North Africa and East Africa markets; in South America, the company has also established a Business layout in Ecuador and has formed a team.
Guangdong Haid Group (002311.SZ): The short-term goal for the Fodder Business is to reach an increase of 3 million tons by 2025.
On March 3, Gelonghui reported that Guangdong Haid Group (002311.SZ) recently stated at a Brokerage strategy meeting that in 2024, the company expects Fodder sales to be approximately 26.5 million tons (including internal breeding consumption of about 2.1 million tons), a year-on-year growth of about 9%. Among this, the external sales of poultry feed are estimated at about 12.7 million tons, a year-on-year increase of about 12%; external sales of pig feed are about 5.6 million tons, a slight year-on-year decline of about 3%; external sales of aquaculture feed are about 5.8 million tons, an increase of about 11% year-on-year; and external sales of ruminant feed and Other are about 0.3 million tons. At the same time, the company's international business layout has made significant progress, with overseas Fodder sales approximately 2.4 million tons year-on-year.
Central China: Performance and profit levels continue to improve, and the agriculture, forestry, animal husbandry, and fishery sectors are expected to see a return to valuation.
Currently, the PE and PB of the Agriculture, Forestry, Animal Husbandry, and Fishery Industry are both below the historical valuation center, at relatively low levels. With the first introduction of "new quality productive forces in Agriculture" in Document No. 1, a valuation rebound is expected in the future.