(Eng) Modern Farm Tech -Invest Taiwan 1215卜蜂-農業革新

2021-08-16·18 分鐘

本集介紹

The net profit after tax of CP for the whole year of last year was 1.656 billion yuan, the annual growth rate was 13.26%, the net profit after tax per share was 6.19 yuan, and the shareholders' meeting passed a cash dividend of 4.5 yuan. CPB’s revenue in June of this year was 2.02 billion yuan, an annual increase of 14.2%. In the first half of this year, the cumulative monthly revenue was 11.82 billion yuan, an annual increase of 10.8%.

CP spent 1.3 billion yuan in the construction of an AI artificial intelligence automated feed factory without added drugs in 2018 in Yunlin Science and Technology Industrial Zone. It is expected to complete mass production in the second quarter of 2021, which will become a new driving force for the growth of this year’s operation and market share. The rate will increase to 20%.

Yunlin New Feed Factory introduces the world's most advanced AI automated three-dimensional storage equipment. All the processes of raw material storage, crushing and mixing, material preparation to packaging are introduced into AI artificial intelligence automated production, raw materials enter the factory for inspection and acceptance, and finished products are shipped. The overall manpower will be more than the current feed. The factory saves more than 50%.

In addition to the current feed and meat processing market, active diversified operations will strengthen the development and sales of dry meat products such as floss, jerky, egg products such as steamed tea bowls, soft-boiled eggs, and condiment packs to attack consumers in the post-epidemic era More diversified dietary needs.

Regarding the outlook for operations this year, CP believes that the prices of raw materials and pork have become the biggest variables affecting profitability.

卜蜂去年全年稅後純益為16.57億元,年增率為13.26%,每股稅後純益為6.19元,股東會通過配發現金股利4.5元。卜蜂今年6月營收20.2億元,年增14.2%,上半年月累計營收118.2億元,年增10.8%。
卜蜂在雲林科技工業區2018年斥資13億元投入興建一座AI人工智慧自動化無添加藥物的飼料廠,預計2021年第2季完工量產,成為推升今年營運成長的新動能,市場占有率將提高到20%。



雲林新飼料廠引進世界最先進AI自動化立體倉儲設備,原料進倉、粉碎混合、製料到包裝所有製程導入AI人工智慧自動化生產,原料進廠驗收、成品出貨,整體人力將比現行飼料廠節省50%以上。
除了目前飼料及深耕肉類加工市場外,積極多角化經營,將加強乾式肉製品如肉鬆、肉乾、蛋製品如茶碗蒸、溏心蛋及調理包產品進行開發與銷售,搶攻後疫情時代消費者更多元化的飲食需求。
對於今年展望營運,卜蜂認為原物料及豬肉價格成為影響獲利的最大變數


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