美国玉米播种面积减少,巴西价格影响孟山都业绩

Monsanto reported agricultural productivity — or crop protection — sales totaled $931 million in the second quarter, compared with $888 million in the year-ago period. Seeds and genomics sales fell to $4.1 billion from $4.2 billion a year ago.

本季度净收入为 $15 亿,即每股 $3.27,而去年同期为 $14 亿,即每股 $3.09。

根据孟山都公司的说法,这一结果是由草甘膦定价的改善以及 INTACTA RR2 PRO 大豆的更好的定价和增加的种植面积所推动的,但被时机和美国预期种植面积减少以及玉米减少所导致的玉米产量下降所抵消巴西商品价格持续走低。

“We met our acreage target for INTACTA RR2 PRO soybeans in South America, and the Roundup Ready Xtend Crop System is on a path to record trait adoption,” added Brett Begemann, president and chief operating officer for Monsanto. “In just the third year of the trait on the market, U.S. farmers are on the way to planting nearly 50 million acres of dicamba-tolerant soy and cotton in 2018, nearly doubling last season’s acreage. Based on anticipated market demand, we’re expecting 60 million acres in 2019. Farmers clearly see the value in this weed control technology, and we are eager to partner with them to successfully use this vital tool.”

在拜耳领导即将进行的合并的监管程序的情况下,两家公司继续与监管机构合作,并取得了稳步进展。反垄断批准的数量继续增加,最显着的是来自欧盟委员会、中国和巴西的批准,作为这一过程的一部分,拜耳宣布了多项计划中的资产剥离。通过这些行动,孟山都继续对两家公司在 2018 年第二季度和协议规定的时间内获得所需批准的集体能力充满信心。