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Tianfeng Securities: The valuation is currently at a relatively low position, highlighting the value of the pig breeding sector.
In the situation where the previous production capacity has been fully utilized to drive the reversal of pig prices and the progress of supplementing the herd is limited, the industry has considerable profit space. Enterprises with strong cost control ability and high growth elasticity will obviously emerge as the bearish market leader with extended industry cycle length.
New Hope Liuhe (000876.SZ): As of July 19, the number of shareholders is approximately 0.204 million households.
On July 25, Gelunhui reported that as of the market close on July 19, New Hope Liuhe (000876.SZ) had approximately 0.204 million shareholders on the investor interaction platform.
New Hope Liuhe (000876.SZ): As of July 10, the total number of company shareholders is approximately 0.2036 million households.
New Hope Liuhe (000876.SZ) stated on the investor platform on July 17th that as of July 10th, the total number of shareholders was approximately 0.2036 million households.
New Hope Liuhe (000876.SZ): The exit cost per kilogram in the operating line in June has dropped to 14.5 yuan/kg.
On July 17th, Glorious Sun (000876.SZ) stated on an investor interactive platform that the slight increase in the previous period's asset-liability ratio was mainly due to losses. The company has achieved profitability beginning from the second quarter of this year and the subsequent debt ratio will gradually decrease. At the same time, the company has been continuously improving from various cost and main production indicators. In June, the operating cost of the production line has dropped to 14.5 yuan/kg. Looking at the bank side, the company's debt structure is very stable, and it is currently proactively optimizing the debt structure to reduce financing costs. Finally, the company is also continuing to introduce some assets, as well as private placement.
Tianfeng Securities: The value of the pig breeding sector is prominent. Companies with high growth elasticity may clearly emerge from the alpha market.
Tianfeng Securities released a research report stating that with the sufficient clearance of previous production capacity and limited progress in replenishing pig farms, the industry has considerable profit space in the lengthening of the business cycle during a bearish period for hog prices.
Express News | Fresh Life Cold Chain and Contemporary Amperex Technology have signed a strategic cooperation agreement.
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