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苏垦农发和北大荒的收入增速对比
苏垦农发和北大荒的收入增速对比
行业数据
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【公司研究】苏垦农发-投资价值分析报告:站在价格拐点的种植业“牧原”-20200915(26页).pdf
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商业模式
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苏垦农发近年营业收入及增速(亿元,%)
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2024-05-11
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苏垦农发近年归母净利润及增速(亿元,%)
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其它
2024-05-11
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北大荒归母净利润及增速(单位:亿元、%)
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行业数据
2022-11-24
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苏垦农发归母净利润及增速(单位:亿元、%)
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行业数据
2022-11-24
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北大荒营业收入及增速(单位:亿元、%)
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行业数据
2022-11-24
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苏垦农发营业收入及增速(单位:亿元、%)
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行业数据
2022-11-24
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苏垦农发发展历程
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行业数据
2022-09-28
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苏垦农发股权结构
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行业数据
2022-09-28
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苏垦农发各分公司承包农垦集团耕地面积分布情况
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行业数据
2022-09-28
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苏垦农发收入与同比增长率
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行业数据
2022-09-05
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苏垦农发归母净利润与同比增长率
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行业数据
2022-09-05
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苏垦农发盈利能力环比持平
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行业数据
2022-09-05
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苏垦农发上市后和北大荒的PE对比
fCDml6XmnJ8gfCDoi4/lnqblhpzlj5EgUEUgfCDljJflpKfojZIgUEUgfAp8LS0tLS0tfC0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS18CnwgMjAxNy0wNSB8IDI1LjYgICAgICAgfCAzMC40ICAgICAgIHwKfCAyMDE4LTA1IHwgMTguOSAgICAgICB8IDIyLjUgICAgICAgfAp8IDIwMTktMDUgfCAxNy4zICAgICAgIHwgMTkuNiAgICAgICB8CnwgMjAyMC0wNSB8IDMyLjUgICAgICAgfCA0MC43ICAgICAgIHwKfCAyMDIxLTA1IHwgMjMuNiAgICAgICB8IDMzLjUgICAgICAgfAoK6LWE5paZ5p2l5rqQ77yaV2luZOOAgeaLm+WVhuivgeWIuA==
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行业数据
2022-06-09
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苏垦农发2021年上半年产品结构(%)
fCAg57G75YirICAgfCAg5Y2g5q+UICB8CnwgIC0tLS0gIHwgLS0tLSAgfAp8IOexs+S4miB8IDMwJeW3puWPsyB8Cnwg6aOf55So5rK5IHwgMjUl5bem5Y+zIHwKfCDlhpzotYQgfCAxNSXlt6blj7MgfAp8IOenjeakjeS4miB8IDEwJeW3puWPsyB8Cnwg56eN5LiaIHwgMTAl5bem5Y+zIHwKfCDlhbbku5YgfCAxMCXlt6blj7MgfAoK6LWE5paZ5p2l5rqQ77ya5YWs5Y+45YWs5ZGK77yM5Lic6I6e6K+B5Yi456CU56m25omA
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2022-03-16
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短期来看,2019 年稻麦丰产带来的成本改善和销量增长有望支撑 2020 年种植业务的盈利高增。中长期来看,公司有望受益于稻麦涨价、面积扩张及单产提升带动的销量增长、2022 年起的地租下降而保持盈利持续高增。量化粮价上行弹性和成本下行弹性后,我们上修公司 2020 年-2022 年 EPS 预测至 0.57/0.73/1.01 元(原为 0.54/0.65/0.81 元)。考虑到公司在未来三年的盈利增速有望维持高位,同时考虑到粮食安全战略的重要性、公司的规模化经营模式符合政策及行业发展大方向,参考同类上市公司在农产品价格上行期的历史估值水平(北大荒在 2007 年至 2010 年间的 PE 估值约 30-40 倍),给予 2020 年 35 倍估值,上调目标价至 20 元,维持“买入”评级。
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【公司研究】苏垦农发-投资价值分析报告:站在价格拐点的种植业“牧原”-20200915(26页).pdf
预计公司2022年至2026年的地租将下降6%-9%
大华种业是国内销售收入第三大的种子企业、第三大的麦种销售企业
国内稻谷的供需平衡
近3年的国家临储玉米竞价销售底价政策(元/吨)
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