First of all, the article points out that the proportion of heavy assets and income of Muyuan shares is almost the same. Why is the proportion of heavy assets in a aquaculture enterprise so high? Is there any false data? However, some supporters pointed out that the biggest difference between Muyuan and other pig-raising enterprises is that it takes an asset-oriented model, that is, it does everything in the upstream and downstream of the whole aquaculture industry, resulting in a relatively large proportion of heavy assets, which was also reflected in previous financial reports, not just for the first time.
There is also the question of profit margin. Supporters also pointed out that the profit rate of raising pigs in Muyuan under the asset-oriented model has always been higher than that of other enterprises, which is also the success of its business model. At present, the authenticity of Muyuan's financial report data is still under discussion and the public has not reached an agreement.
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Some analysts pointed out that the share price of Muyuan shares has recently released some risks, or is there? Is it bad? . In addition, Muyuan's related party transactions are not only recently disclosed data, but have been fully recognized by the market before. So? The blur This problem may not have a great negative impact on the stock price of listed companies. The future stock price trend is mainly affected by the supply of live pigs, the price of pork, the concentration of animal husbandry in the industry, cost control and other factors.
As of the close of March 15, listed companies have not publicly responded to online queries. According to media reports, the relevant staff said that the company is operating normally at present, and the related transactions with the construction company under the controlling shareholder are also normal.