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突发性事件影响三文鱼市场供需
突发性事件影响三文鱼市场供需
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所属报告：
2021年三文鱼市场供需发展分析及佳沃食品研究报告（19页）.PDF
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突发性事件影响三文鱼市场供需
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2021-10-19
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于 4 月中下旬已基本完成。根据 UCN 国际海产资讯，本次赤潮导致超过 4000 吨三文鱼死亡。相比于 2016 年赤潮约 4 万吨死亡、涨价 50%，本次赤潮危害较轻，导致的死亡吨数仅为 2016 年的 16%，预计赤潮对下半年三文鱼价格略有提振，但总体影响不大。除公司外，智利众多三文鱼公司不同程度受到赤潮的影响。得益于优秀的管理、先进的养殖技术，公司基本未受海洋赤潮的影响，上半年捕捞量同比持平。
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2021年三文鱼市场供需发展分析及佳沃食品研究报告（19页）.PDF
三文鱼业务毛利率大幅改善（%）
公司利润率大幅改善（%）
21H1公司归母净亏损收窄（亿元）
三文鱼业务带动公司营收逐年增长（亿元）
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