Raporo ya Q3 yateguye amasosiyete yo kurya mbere, ahishura umufuka uvanze wibisubizo.
Mu rwego rwo gutegura ibiteguro byabanjirije, ntabwo abakora neza gusa babigizemo uruhare; Abinjira benshi bo mu nganda, nko muri resitora nyinshi zo muri Restaurant hamwe n'ubuhinzi bwo hejuru, amashyamba, ubworozi, n'inzego z'ibihimbano, na bo bifatanije na Fray.
Vuba aha, raporo ya Q3 yamasosiyete ajyanye n'amafunguro yabanjirije mbere. TheUbuyobozi bwo gutanga ibitekerezoyashyize mu byiciro ukurikije ubucuruzi bwabo bwibanze muburyo butatu -Ibiryo byakonje,Ubuhinzi & Amatungo, naKabuhariwe-Gusesengura imikorere yanyuma yibigo 21 bifitanye isano no gusuzuma imiterere iriho yisoko ryifunguro ryateguwe.
Urebye igihembwe cya gatatu wenyine, amenshi muri aba 21 rusange byashyizwe ku mugaragaro mu ruhame mu rwego rwo kurya rwateguwe rwahinduye inyungu, hamwe n'amasosiyete ane gusa atanga raporo. Ariko, amasosiyete 13 yahuye no kugabanuka mubukwe bwungutse. Imikorere itandukanye muburyo butandukanye bwibigo.
1.. Ibigo byibiribwa byakonje muri rusange bitwaye neza, hamwe na raporo nyinshi ziyongera mumafaranga yombi ninyungu
Ibigo "bikonje" bijyanye no kurya mbere byateguwe muri rusange byatangajwe byiyongera haba kwinjiza no ku nyungu muri Q3. Kurugero, ibiryo bya Ajony (603345.sh), Quianingchu (001215.sz), ibiryo bya Huifa (603536.ST) byose byerekana imikorere ikomeye. Ibinyuranye, ibiryo bya Haixin (002702.sz) inyuma, gutanga raporo kugabanuka kwinjiza no kunguka.
Ibiryo bya Ajony byakomeje kwiyongera kwacyo muri Q3, kugera kuri miliyari 3,377
Ubucuruzi bwa mbere bwa mbere, bwo gutegura ifunguro rya mbere byateguwe, ntabwo bihinduka igice kinini cyubucuruzi gusa ahubwo kinakura hafi 50% mumafaranga. Nk'uko amakuru ya ANJY abiteganya buri gihe, ubwinjiriro bw'ubucuruzi bwayo bukonje mu gihembwe cya mbere cy'uyu mwaka yageze kuri miliyari 3.109, umwaka wa 47.46%.
Ibiribwa bya Huifa, byari byarabaye mbere byagize igihombo kirenze miliyoni 100 mu myaka ibiri ishize, bigaragara ko zitera kunoza. Muri Q3, ibiryo bya Huifa byatangaje ko inyungu rusange ya 601100, kugeza 102.83% umwaka-mu gihe.
Kuva mu rubanda, ibiryo bya Huifa byagize inyungu zidahungabana, hamwe nigihombo gikurikiranye kirenze miliyoni 100 zingana na 2021 na 2022. Ariko, ibiryo bya mbere byuyu mwaka, ibiryo bya Huifa byagabanije igihombo na 44.29% umwaka. Nubwo bimeze bityo ariko, iyi sosiyete iracyavuga ko igihombo cya miliyoni 29.95 ku mafaranga atatu ya mbere, kugabanuka kwa 60,62% ugereranije n'igihe kimwe umwaka ushize.
Ariko, umusanzu wamafunguro yabanjirije kwitegura igihombo cya Hufa bigaragara ko ari muto. Mu gihembwe cya mbere cy'uyu mwaka, amafaranga ya Huifa yaturutse mu masahani y'Abashinwa yiyongereye kuva miliyoni 145 RMB umwaka ushize kugeza kuri miliyoni 162 zinjira. Iterambere ryinjira mumikino yayo kandi rikaranze, zombi zakuze zirenga 20%, ryagize uruhare runini mu kugabanya igihombo, kuko iyi mirimo yombi yubucuruzi ibarirwa muri 50%.
Ugereranije n'ibiryo bya Huifa, bikiri mu gihira gitukura. "
Muri Q3, Quanwei Yangchu yavuze ko amafaranga miliyoni 47,4,20%. Nubwo Qianwei Yangchu atigeze atangaza imibare yihariye y'ibice bitandukanye by'ubucuruzi, yashimangiye ingamba zayo zisa n'ibice byombi bya B2B na B2C.
Mu gusubiza ibibazo byabashoramari, Qianwei Yangchu yavuze ko C-impera zayo (umuguzi) na Yuzhi cuisine na Yuzhi cuisine neza muri Q3. Yuzhi cuisine yibanda kuri kimwe cya kabiri cyarangiye kubakiriya benshi b2b, mugihe amacakubiri ya C-Isonga yashyizeho iminyururu myiza muri sisitemu yububiko bwononona, hamwe nububiko busobanutse bwubucuruzi.
Ibiryo bya Sanquan nabyo byabonaga net Inyungu ziyongera kumyaka irenga 20% yumwaka muri Q3, nubwo kwinjiza yiyongereye gato kuri 3.03%.
Mu gihembwe cya mbere cy'uyu mwaka, amafunguro yabanjirije yateguwe yagize uruhare mu iterambere ry'imikorere ya Sanquan. Mu gusubiza ibibazo by'ishoramari, Sanquan yemeye ko ibicuruzwa biteguye mu bicuruzwa byiteguye-guteka, nko gukura kw'inyama zateguwe, hamwe n'ibicuruzwa bito, hamwe na Microwave hamwe na Pasta ya GICRORe,
Ugereranije n'ibigo bine byakorewe ibiryo byakonje, haixnin ibiryo ("ububiko bwa mbere bw'amafi akonje n'ibikomoka ku nyama").
Muri Q3, Haixin yatangaje kongereye amafaranga miliyoni 400 z'amafaranga y'imari ya miliyoni 400, mu gihe cy'umwaka 1.06%, n'inyungu za miliyoni 2.4814. Kuri bitatu bya mbere nkibikorwa byose, Haixn nabyo byari bitari bike, yinjiza miliyari 1.134
Haixin explained the profit changes in its Q3 report, citing three reasons: increased production costs, promotional discounts in the supermarket system, and the initial investment in seafood products not yet yielding results, leading to a decline in gross profit margin; kimwe no kongera gukoresha ibikorwa byamamaza.
TheUbuyobozi bwo gutanga ibitekerezoYavuze kandi ko mugihe Hayixin wongereye amafaranga yamamaza, yagabanije ishoramari rya R & D. Muri bitatu bya kane byambere, gukoresha Haixn byagabanutse kuva kuri miliyoni 12.2053 mugihe kimwe cyumwaka ushize kugeza kuri miliyoni 10.9618 RMB.
Iyi nzira yo kugabanya amafaranga R & D ntabwo yihariye Haixin. Uyu mwaka, ibigo byibiribwa bikonje byibanze ku kugabanya ibiciro no kunoza imikorere, hamwe n'amasosiyete menshi yo gutema ku mafaranga ya R & D no gukoresha amafaranga yo gutegura neza. Qianwei Yangchu, ariko, ni ibintu bidasanzwe.
By'umwihariko, Sanquan yagabanije amafaranga atandukanye, harimo imiyoborere, R & D, no kugurisha, hamwe n'ibipimo byayo byo kugurisha no kuyobora byerekana inzira yo hepfo.
Haixin, Ajoy, na Huifa bose bongereye amafaranga yo kugurisha isoko mugihe bagabanye imiyoborere na R & D. Raporo yubushakashatsi bwakozwe nabashoramari bwashyizwe ahagaragara na Ajoy, abajijwe ibijyanye na gahunda yo gukoresha Q4 na Q1 umwaka utaha, nibiba ngombwa, byihutisha iterambere ryiyongera mu kongera imbaraga no kongeramo imbaraga zo mu kwamamaza no kongeramo imbaraga zo kwamamaza no kongeramo imbaraga.
Ariko, Qianwei Yangchu yakomeje kongera amafaranga akoreshwa mu bice byinshi, amafaranga yo kugurisha na R & D yakoresheje 65.22% na 33.69%, no kuyobora amafaranga ya mbere.
2. "Ububiko bwa mbere bwamafunguro mbere yo gutegura" abona kugabanuka mubushobozi rusange nkibicuruzwa byinka bitinda
Mugihe ibigo byibiribwa bikonje byinjiye mu rwego rwo kwitegura kwateguwe neza, umukinnyi wimikino yiteguye Weizhixiang (605089.S) yabonye iterambere ryihuse mumyaka yashize riza guhagarara.
Nk'uko Raporo y'imari ivuga ko QUME yinjira muri QMO, q30 zimaze imyaka 202, mu mwaka w'imyaka 112.
Muri rusange, inyungu za Weizhixiang kuri kimwe cya kane cya mbere cyuyu mwaka hari rmb 107, hasi yumwaka 2.90%. Ibinyuranye n'ibyo, urushundura rushingiye ku nyungu za Weizhiant mu bihe bimwe na 2021 na 2022 byari 9.02% na 7.65%.
Amakuru y'imikorere ya Weizhixiang agaragaza ko kugurisha inyama z'inka byagize ingaruka ku nyungu.
Muri Q3, urukurikirane rw'inka rwinka rwo muri Weizhiant rwabyaye amafaranga miliyoni 81 gusa, hasi 23.15% kuva kuri miliyoni 105 zinjira muri Q3 2022.
Nubwo Raporo ya Q3 itagaragaje inyungu nini cyane ku nyungu z'inka, amakuru ya mbere yerekana ko ibicuruzwa by'ingwate bimaze kugera kuri 40% byinjira, hamwe n'inyungu zikomeye zo munsi ya 20%. Ibi byerekana ko inyama zinka ari isoko yingenzi yinyungu kuri Weizhixiang.
Weizhixiang yasobanuye ko murwego rwo kumanura abaguzi, ibicuruzwa-agaciro gakomeye bigurisha neza kurenza ibicuruzwa bike. Mugihe umuyoboro wikigo ugizwe ahanini nibicuruzwa byinka byinka, ingano yumusaruro rusange yakomeje guhagarara neza, ariko ibi byatumye hagabanywa muri Q3 yinjiza.
Impapuro za Guotai junan zagaragaje kandi mu butumwa bwayo bwo gukora ubushakashatsi kuri weIIZHIXIAL itandukanijwe na Q3, ahanini biterwa no gukoresha amafaranga y'abaguzi. Amatike yo hejuru nkinka na shrimp yabonye amafaranga yinjira muri kugabana, mugihe ibintu bito-bike nkinkoko ningurube zabonye amafaranga yiyongera.
Weizhixiang yavuze kandi ko ibidukikije bitoroshye byagize ingaruka ku kuri k'ubusa 'ubushake bwo gufungura amaduka mashya, biganisha bamwe gufata inzira yo gutegereza no kubona, bagabanya uburyo bwo gufungura ububiko bushya.
Nk'uko byatangajwe na raporo y'imari, Weizhixiang yatinze rwose gufungura ibikoresho muri Q3, yinjiza ibikorwa bya Francise munsi ya 6.43% umwaka-mu gihe. Muri Q3, Weizhixiang yafunguye 91 Ububiko bushya bwa Francise, gusa kimwe cya kabiri cyumubare mugihe kimwe cyumwaka ushize (amaduka 182 muri Q3 2022).
Byongeye kandi, WeizhixiangG yavuze ko yatanze ishoramari rikomeye muri uyu mwaka, kandi itangizwa ry'inganda nshya muri Q3 ryongeweho kubiciro. Izi ngingo zahujwe no gutanga umusanzu mugutangira inyungu za Q3 Net.
Nkibibazo byihariye byitegura kwishingikiriza cyane kubicuruzwa byinka, ubushobozi bwa WeizhiantG bwo kugarura no gukura inyungu birashobora gutera imbere muri rusange mubidukikije.
3. Ubworozi bw'ingurube n'inkoko byatewe n'ihindagurika - birashobora gutandukanya amafunguro yabanjirije atezimbere inyungu?
Umubare w'amasosiyete yiyongera yinjiye mu rwego rwo gutegura ibitero mbere, yizeye ko azagira umugabane w'isoko, harimo n'umugabane w'isoko, harimo n'umugabane w'isoko, harimo n'umugabane w'ubuhinzi, ubworozi, ubworozi, n'inzego zironge, ndetse n'amasosiyete atunganya inyama.
Ariko, kubera kugabanuka kw'ibiciro by'ibikoresho fatizo nk'ingurube, inyama z'inka, n'inkoko nyinshi zo guhinga, mu gihe zikomeje kuba inyungu, ziragabanuka mu mikurire yunguka.
Nk'uko amakuru yashinzwe n'ikigo cy'igihugu gishinzwe ibarurishamibare, muri Nzeri uyu mwaka, ingurube n'ingurube n'ibara ry'ukwezi. Ikinini, ibiciro byingurube byagabanutseho umwaka umwe wikurikiranya kuva muri Gicurasi kugeza muri Nzeri uyu mwaka.
Ibiciro by'inkoko na byo byari ubunebwe muri Q3. Nk'uko byatangajwe ku "kurya no kugaburira urunigi rw'amasoko buri kwezi." Yakozwe n'Ikigo cy'ubushakashatsi cya Wangju mu Bushinwa muri Nyakanga muri Nyakanga.
Ikigereranyo cyo guhinga inkoko inkoni inkoni.
Ihindagurika mu biciro bya mbisi byanze bikunze byanze bikunze umusaruro n'imikorere yo kuzamura ubuhinzi n'ubworozi.
Itsinda rya Longda rirerire, itsinda rishya ryimirwango, itsinda rya fucheng, itsinda rya Tangenshen, itsinda rya Xiangjia, Itsinda rya Xiantan, hamwe nibiryo bya gike, hamwe nibiryo bya duke biri mubigo bifite ubuhinzi, kubaca, cyangwa gutunganya inyama. Bose batandukanye mu mafunguro yabanjirije. Raporo y'imari yerekana ko muri Q3, ibyo bigo byose byahuye n'imikurire mibi.
Muri bo, "Itsinda ry'amashyamba rinini cyane mu itsinda rishya (000876.SZ) ryatangaje ko gutakaza urutoki rw'ingabo 875 RMB muri Q3, ahanini bitewe no kugabanuka gukabije. Isosiyete yavuze ko muri Q3 2022, ibiciro by'ingurube byari hafi ku ya 22 ku ruziga, mugihe muri Q3 2023, bari bafite imyaka 15 gusa.
Byongeye kandi, ibigo nk'iterambere rya Shengnong (002299.SZ), iterambere rya Shuanghui (000895.SZ), na Huaing Ubuhinzi (002321.SZ) bashoboye kugera ku iterambere ryiza. Ariko, bamwe muri ayo masosiyete nabo bagaragaje ko imikorere yabo yatewe no guhagarika ibiciro bibisi.
Gushyira mu gaciro ko guhinga inkoko y'inkoko sosiyete Shengnong Iterambere ryatangaje ko ryiyongera haba ku nyungu zombi, ariko byagaragaye ko igihombo cyayo cyo gutangaza mu mwaka w'inka n'ibiteganijwe mu gaciro k'ibicuruzwa by'inkoko.
Iterambere rya Shunghui ryiyongereyeho 11.62% muri Q3, mugihe kwinjiza byagabanutseho 5.20% umwaka-mu gihe. Isosiyete yavuze ko nubwo umubare wacyo wo kugurisha inyamanswa wageze kuri toni 840.000 muri Q3, up 4,6% umwaka-ku mwaka, amafaranga ntabwo yakuze kubera kugabanuka k'umwaka umwe mu mwaka w'ingurube.
Nubwo hari ingaruka mbi yibiciro bibisi, ibigo byinshi bigira uruhare mubucuruzi bucyashoboye guhindura inyungu muri Q3. Mu bigo bya 15 byashyizwe ku rutonde rusange byashyizwe muriUbuyobozi bwo gutanga ibitekerezo'Imibare ituzuye, 11 yatangajwe ku nyungu. Ariko, muri ibyo bigo 11 byunguka, 8 byahuye no kugabanuka mubukwe bwungutse.
Imikorere y'ubuhinzi n'ubworozi igira ingaruka ku mashyamba ya cyclical mu buhinzi, buyobora byinshi kandi benshi muri bo bagura cyane mu buryo bwo gutunganya ibiteguro kugirango bashake amahirwe mashya yo gukura kugirango bashake amahirwe mashya yo gukura kugirango bashake amahirwe mashya yo gukura.
Nyamara, raporo ya Q3 yerekana ko imikorere y'ibigo byatangaje ko amafaranga yabo yateguye aratandukanye cyane.
Kurugero, "Itsinda rya mbere ryubuhinzi bw'inka" Shucheng ROUCHEng ryagabanutse cyane umusaruro wateguwe mbere muri uyu mwaka ariko uracyahura nigitutu cyibarura muri Q3. Itsinda rya Fucheng cyane cyane rikora ubucuruzi bwayo mbere yo gutegura ikigo cyacyo cyihuse, kandi ubucuruzi bwihuse bwibiryo buvugwa muri raporo zayo ngarukamwaka bivuga amafunguro yabanjirije.
Itsinda rya Fucheng ryatangajwe n'imibare ibarura kuri Q1, H1, na Q3 uyu mwaka ni toni 93.14, toni 262.28, na toni 357.27. Mubihe bimwe muri 2022, imibare ijyanye ni toni 293.99, toni 409,60, na toni 329.54. Amakuru yerekana ko mugihe iyitsinda rya fucheng ryagabanije cyane ibarura mu gice cya mbere cyuyu mwaka ugereranije numwaka ushize, urwego rwa Q3 rushinzwe kubahira rwarenze iyo nkigihe kimwe umwaka ushize.
IMIKORESHEREZE YISUBIZO Itsinda rya Fucheng ryerekana ko umusaruro wihuse mu gihembwe cya mbere cyagabanutseho 40% umwaka-kumyaka, hamwe nibiryo byihuse byinjiza hasi 52.87% byumwaka. Nk'uko byatangajwe na H1, umusaruro wisuku wihuse yimodoka muri H1 2022 na H1 2023 ni toni 3.437.97.97.968.90.90, kugabanuka kwa 45,64%.
Ibiryo bya Chunxe (605567.sh), byatangiriye ubworozi bw'inkoko, nabyo byanze kugabanuka mu mugabane winjiza mu bucuruzi bwateguwe mbere.
Muri Q3 2023, amafaranga yinjiza y'ibiryo byateguwe (amafunguro yabanjirije) yagabanutse kuva 47.98% mu gihe kimwe umwaka ushize kugeza 42.96%, kugabanuka gato. Ariko, uruhare rwinjiza ibicuruzwa bishya yasimbutse kuva 22.72% mugihe kimwe cyumwaka ushize kugeza 40.24%, yiyongera kuva kuri miliyoni 160 zigera kuri miliyoni 160.
Muri 2019-2021, ibiryo byateguwe byaduteguwe (amafunguro yabanjirije) ubucuruzi buringaniye kubarwa birenga 50% byinjira. Muri 2022, yateguye amafaranga yinjira mu kimwe cya kabiri cyinjiza yose, yerekana ko ibiryo byateguwe byabaye isoko yinjira muri Chunxue.
Niba ubu buryo buzahinduka ibisigazwa bigaragara mubikorwa bya Q4. Ariko, ibikorwa bya Chunxe muri uyu mwaka byerekana ko wibanda kubicuruzwa bishya.
Raporo ya H1 yerekana ko Chunxee yabyaye toni 66.000 zikomoka ku bicuruzwa bishya by'inkoko muri H1, hejuru 35% by'umwaka. Byongeye kandi, Chunxe yagaragaje icyizere cyo gukura kw'ibicuruzwa bishya, kumenya raporo ya H1 ko uko imiterere y'abaturage bagiramu ihinduka kandi imibereho y'abaturage ihinduka ndetse n'imibereho y'abaturage y'inyama nshya izagenda yihuta.
Nubwo itsinda rishya ryatanze igihombo muri Q3 uyumwaka, ibicuruzwa bito bizwi cyane by'ingurube byakomeje gukora neza.
Muri Nzeri honyine, kugurisha ingurube ntoya ya barenze miliyoni 140. Ibyiringiro bishya byagaragaye ko kugurisha kw'ingurube ntoya iteganijwe kurenga miliyari 1.4 z'amafaranga 1.4. Byongeye kandi, ibicuruzwa binini byamatungo byakomeje kugurisha buri kwezi kururo miliyoni 35-40.
Iterambere rya Shuanghui mbere rya Shuanghui naryo ryitwaye neza, hamwe no kugurisha birenze toni 50.000 muri kane ya mbere muri uyu mwaka, kwiyongera k'umwaka 80%. Isosiyete irateganya gukomeza kwagura ubucuruzi bwayo mbere yo gutegura.
Iterambere rya Shuanghui ryerekanye ko ryashyizeho itsinda rya umwuga R & D hamwe nitsinda ryabatsi. Kujya imbere, isosiyete irateganya kongera guteza imbere ibicuruzwa no kwagura isoko mu byiciro nk'ibiryo byiteguye-kurya, ibiryo-byarangiye, kandi byoroshye kwitegura-kurya.
Umwanzuro
Kuva uyu mwaka intangiriro yuyu mwaka, isoko ryateguwe ryateguwe ryakonje kandi ntirishyushye nkuko byari bimeze mumyaka yashize. Hamwe n'ibigo bihindura, ibigo bimwe byatangiye guhindura imiterere yubucuruzi. Ariko, haracyari ibigo bihitamo gukomeza gushora imari cyane muburyo bwateguwe mbere, cyane cyane abamaze kongera inyungu.
Raporo ya Q3 yerekana ko mugihe amasosiyete ajyanye n'amafunguro ajyanye na pre-yateguwe yahinduye inyungu, iterambere ryunguka ryinshi ryatinze. Nkuko abakinnyi benshi binjiza isoko no guhatanira amarushanwa, ibihe byo gukura kw'ishyamba no kwaguka bikabije mu mafunguro yateguwe bizarangira, kandi inzitizi z'inganda zizagaragara buhoro buhoro.
Igihe cya nyuma: Kanama-21-2024