Pork prices rise, listed pig companies enter "profit-making mode", beijing dabeinong technology group Q3 enters the peak of annual profit | interpretations
①Supported by the rise in pork prices, Beijing Dabeinong Technology Group expects to achieve a net income of 2.8 billion-3.2 billion yuan in Q3, with a year-on-year growth of 308.4%-338.17%; ②Some industry insiders believe that the breeding sector may continue to maintain reasonable profitability in Q4, and Beijing Dabeinong Technology Group may benefit from the dual tracks of pig production and seed industry performance support.
Beijing Dabeinong Technology Group reversed its loss to profit in Q2 as the pig cycle rose. The dual tracks of seed and pig may become the performance support point in H2. Interpretation of financial report.
①The upturn of the pig cycle has greatly reduced the losses of Beijing Dabeinong Technology Group in the first half of the year, and turned losses into profits in Q2 single quarter. ②Affected by the overall downturn of the fodder industry, the company's fodder sales volume decreased by 8.92% year-on-year during the reporting period. ③The pig market is expected to remain high in the second half of the year, and the company's seed profits will also be reflected in the second half of the year. The dual-track strategy will bring support to the performance of H2.
Dabeinong performs “I ate and vomit” and Aonong Biotech went from a “sweet marriage” to a “peaceful break up”
① Due to major changes such as equity freezes in Aonong Biotech's controlling shareholder Aonong, the equity cooperation between Dabinong Biotech and Aonong Biotech was terminated; ② Since December, Aonong Biotech has issued announcements relating to the controlling shareholder's share pledge on three days. The controlling shareholder's pledge ratio has continued to rise. Currently, the pledge ratio is close to 98%;
The debt ratio is as high as 89%, Wu Youlin, the actual controller of Aonong Biotech, wants to sell big assets to “ask” the old owner Dabeinong to take over?
① Dabeinong plans to obtain no less than 51% of Aonong's investment through capital increases and stock expansion, and Aonong Biotech's actual controller may change; ② Aonong Biotech's balance ratio is as high as 89.41%, of which short-term loans are about 4.51 billion yuan, and total current liabilities are about 11.55 billion yuan, while the monetary capital on the account is only less than 300 million yuan.
Has Dabeinong's acquisition of Jiuding Technology come to an end? In the second trial, the Hunan High Court upheld the original judgment again
① The second trial of Dabeinong's acquisition of Jiuding Technology ushered in a judgment. The Hunan High Court rejected the appeal and upheld the original judgment ② In the third quarter report, Dabeinong has initiated plans for the acquisition of shares in Jiuding Technology and Zhengbang Technology
What are investment bosses buying: Jing Lin's US stock position data at the end of the Q3 quarter at the end of Q3
① As market fluctuations became more intense, it became more common for well-known investors to delay the release of the 13F table; ② By the end of the third quarter, Jinglin's long position at the end of the third quarter had risen to 2.55 billion US dollars. During this period, it significantly increased its position on Microsoft and opened a position on Google, but it launched Nvidia and cleared AMD.