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澳门特别行政区
贺州市(钟山县、富川瑶族自治县、昭平县、八步区、平桂区)








德阳市(什邡市、旌阳区、广汉市、中江县、罗江区、绵竹市)
湘西土家族苗族自治州(吉首市、永顺县、龙山县、泸溪县、花垣县、古丈县、凤凰县、保靖县)
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六安市(叶集区、金寨县、裕安区、霍邱县、霍山县、金安区、舒城县)

1、请问中国2024年从美国进口猪肉25.39亿美元,现如今中美贸易摩擦间,中国对美猪肉加收34%关税,美国进口猪肉进不来,这会对公司业绩产生重大影响吗?

牧原股份:您好,进口猪肉在国内市场中占比较小。公司会密切关注相关政策动态和市场的变化,持续做好经营管理。感谢您的关注!

2、温氏是国内养猪大户,请问如果中方全面停止从美进口猪肉,你们的毛利润率能提升多少?

温氏股份:您好,影响毛利率的因素较多,目前较难以准确预测您所述问题中的相关假设对公司毛利率的影响。

首先,2024年我国共进口猪肉107万吨,来自美国的猪肉10万吨,大致占比10%;进口猪肉及猪杂碎222万吨,其中美国为40万吨,占比18%。如果放在全国猪肉产量中来看,相比年产量5700万吨来说,占比仅在0.34%,1%都不到。因此,不再进口美国猪肉对我国猪肉供应影响并不大。特别是近期我国开始与西班牙等欧盟国家洽谈相关猪肉进口贸易,欧盟等国家猪肉出口或占据美国猪肉份额,我国猪肉进口量或许还能不降反增。

截止目前来说,中美贸易战刺激国内部分猪肉冻品价格上涨,对鲜品影响较小。

反过来,中美贸易战的影响,受影响最大的不是中国,而是美国。

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