仙坛股份(002746) - 仙坛股份调研活动信息

Group 1: Industry Overview - In 2018, the number of domestic breeding stock decreased, leading to a reduction in the supply of broiler chickens and a subsequent rise in chicken prices [3] - The overall supply situation in the white feather broiler industry has contracted significantly [3] Group 2: Company Performance - In 2018, the company achieved total revenue of 2.578 billion CNY and a total profit of 422 million CNY [3] - Net profit attributable to shareholders was 402 million CNY, an increase of 294.19% compared to the previous year [3] Group 3: Business Model and Strategy - The company has integrated its operations across the entire chicken industry chain, including feed production, chicken farming, slaughtering, and processing, enhancing its market response and risk management capabilities [3][4] - The cooperative breeding model ("company + base + farm") effectively integrates scientific farming processes with local resources, promoting rapid scale expansion while ensuring biosecurity [3][4] Group 4: Future Development Plans - The company aims to expand its production scale and enhance economic and social benefits while ensuring satisfactory returns for shareholders [4] - Plans include extending the industry chain into downstream areas, such as ready-to-eat and processed chicken products, to increase brand visibility and establish a terminal brand enterprise [4]