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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.
The sudden death of employees at Muyuan Foods has caused controversy, and the company culture emphasizes "less calculation and more dedication".
Muyuan's "Pig Worshiping Document" requires employees to dedicate themselves like pigs.
Express News | Muyuan Foods established a modern agricultural and animal husbandry company with a capital of 0.2 billion yuan.
gtja Securities: strong reality, weak expectations, misalignment of pig cycle position and valuation level.
Under weak expectations but strong reality, the current spot price has already led the rise and exceeded expectations. Even if following the spot price, related companies still have room for valuation repair.
GTJA: The position of the pig cycle and the valuation level are mismatched, and the sector has room for valuation repair.
At this stage, the breeding sector is recommended based on the β angle, and the recommended symbols are Muyuan Foods (002714.SZ) and Wens Foodstuff Group (300498.SZ).
China Post Securities: it is expected that the pig price will be more likely to rise than fall in the second half of the year, and the profitability of the industry may exceed the market expectations.
Although the current weak demand limits the rise of pork prices, the reduced supply will support the prices, and the relatively tight supply pattern may last for a long time. If demand improves slightly in the second half of the year, the stimulating effect on prices will be greater than before.
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