002567 Tangrenshen Group
- 6.92
- -0.14-1.98%
Tangrenshen Group News
Guojin Securities: The decline in pig supply gradually widened around April, and the gap is gradually reflected after the expected decline weakens
According to estimates of the number of sows that can be grown, the supply of pigs around April began to be lower than the same period last year, and the decline gradually widened. It is expected that as the impact of weight loss gradually weakens, the supply-side gap will gradually become apparent.
The chicken sector rose. Xiangjia shares rose 4.91%, Xiaoming shares rose 4.09%, Tianma Technology rose 3.07%, and Tang Renshen, Minhe shares, and New Hope rose more than 2%.
The chicken sector rose. Xiangjia shares rose 4.91%, Xiaoming shares rose 4.09%, Tianma Technology rose 3.07%, and Tang Renshen, Minhe shares, and New Hope rose more than 2%.
Shanxi Securities: The cycle is expected to gradually come to an end, and focus on the timing of the fourth “loss bottom” layout for pig farming
Whether looking at the reversal in 2024 or the reversal in 2025, we should pay attention to the timing of the fourth “loss bottom” layout of pig breeding stocks.
The A-share pork sector rose in a straight line, and Zhenghong Technology closed up and down
Gelonghui, May 20 | Zhenghong Technology closed up, Tang Ren Sheng rose more than 5%, while Superstar Agriculture and Animal Husbandry, Shennong Group, Jingji Zhinong, Wen's shares, and Tiankang Biotech followed suit.
Tangrenshen Group: Corrections to the 2024 First Quarter Report
Tangrenshen Group: 2024 First Quarter Report (after correction)
Huaan Securities: Market logic shifts to cycle, high pig prices are worth looking forward to
The total reduction in this cycle was 9.1%, and the high pig price is worth looking forward to.
Pig cycle reversal expectations strengthen institutions say the sector has entered a layout period
① The National Bureau of Statistics released data on May 14. The current price of pigs (plus three yuan) was 15.0 yuan/kg, up 0.7% from the previous month. ② The CICC research report points out that expectations for a reversal of the pig cycle have strengthened, the sector has entered a layout period, and low-cost, highly flexible pig companies will benefit first.
Pork stocks fluctuated higher. Zhenghong Technology rose and stopped in the afternoon, Dongrui shares and Jin Xinnong rose more than 5%, and Tang Renshen, Xiangjia shares, Tiankang Biotech, and Huatong shares followed suit.
Pork stocks fluctuated higher. Zhenghong Technology rose and stopped in the afternoon, Dongrui shares and Jin Xinnong rose more than 5%, and Tang Renshen, Xiangjia shares, Tiankang Biotech, and Huatong shares followed suit.
Express News | SAP and Tang Renshen sign strategic cooperation agreement
League of Nations Securities: The agriculture, forestry, animal husbandry and fishery industry was sluggish in '23, and the 24-year farming cycle is picking up
In 2023, the agriculture, forestry, animal husbandry and fishery industry is still in a dormant period at the bottom of the cycle. The downturn in the aquaculture industry has also spread to upstream feed, animal protection and other sectors. Small and medium-sized enterprises are under pressure to clear up one after another, and the pace of industry integration and acquisitions is accelerating.
Tang Renshen (002567.SZ): Revenue mainly consists of three major businesses: feed, pigs, and meat
Gelonghui, May 10 | Tang Renshen (002567.SZ) said on the investor interactive platform that the company's revenue mainly consists of three major businesses: feed, pork, and meat. The company's revenue declined in the first quarter, mainly due to a drop in feed prices combined with a decline in feed sales, which led to a year-on-year decline in feed sales revenue. In addition, there has been an increase in pig revenue.
Tangrenshen's Pig Sales Revenue Rises 14% in April
Tangrenshen Group (SHE:002567) earned revenue of 483.1 million yuan from selling pigs in April, up 14.2% from the previous year, the company said in its filing on the Shenzhen Stock Exchange. The Chin
CICC: Pig prices may start to rise, and pig companies' balance sheet recovery has entered a critical period
From an enterprise perspective, the current financial pressure on pig companies has reached a historical extreme, and the period of rising pig prices is a critical window for balance sheet repair. From an investment perspective, the current round of the market did not beat pig prices; the inflection point on the right side of pig prices is a key catalyst.
Express News | Tang Renshen: Cumulative pig sales revenue increased 9.42% year-on-year in January-April
Tang Renshen (002567): Release continues to be high, costs increase, and there is plenty of room for reduction
Incident: The company released its 2023 annual report and 2024 quarterly report: 1) Achieved operating income of 26.949 billion yuan in 2023, an increase of 1.55% over the previous year; realized net profit to mother of -1,526 billion yuan, down year on year
Tang Renshen (002567): Factors such as low pig prices dragged down the overall performance, which is basically in line with expectations
Core view: Low pig prices and other factors dragged down 23-year performance, and 24Q1 losses narrowed. The company disclosed its annual report for '23 and its quarterly report for '24, and achieved revenue of 26.949 billion yuan in '23 (yoy+1)
Tang Renshen (002567): Promising prospects for collaborative development of breeding, feed and meat
Event: The company recently released its 2023 Annual Report and 2024 Quarterly Report. Achieved revenue of 26.949 billion yuan, a year-on-year increase of 1.55%; realized net profit to mother of 1,526 billion yuan, a year-on-year decline of -1228.76
Tang Renshen (002567): Low pig prices in '23 dragged down performance and maintained high growth in the number of pigs released
Incident: On April 29, the company released its annual report for '23 and its quarterly report for '24. For the full year of '23, the company achieved revenue/net profit of 26.9.49/ -1,526 billion yuan, +1.55%/-1228 compared with the previous year
Tang Renshen (002567): Cost Optimization Continues to Promote Release and Maintain Rapid Growth
The 2023 results are within the scope of the performance forecast. The 2023 and 1Q24 results are in line with our expectations Tang Renshen's announced results: revenue in '23 +1.5% YoY to $26.95 billion, net profit attributable to mother -16.6
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