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China Post Securities: Volume cuts and price increases can be expected to reverse the pig industry cycle
Affected by the Spring Festival, the average monthly sales volume of pig companies listed in January-February declined, but due to a recovery in low prices and weight gain, individual losses are expected to decrease.
Western Securities: The number of pig companies listed in January-February increased year-on-year, and pig production capacity is still high
Western Securities released a research report saying that the consolidated listing volume of listed pig companies continued to increase year-on-year in January-February, indicating that production capacity is still high and supply is relatively sufficient. It is recommended to seize opportunities in the layout of the pig breeding sector and focus on listed pig companies with strong certainty in listing growth and steady management.
Huatong Co., Ltd. (002840): The release of pigs in February remained flat compared to the same period last year, and the flexibility of listing growth is worth looking forward to
Core view: The number of pigs released in February remained the same year on year, and the average sales price increased month-on-month. The company released a monthly livestock and poultry sales briefing. In February 2024, the company sold 184,600 pigs (including 8,300 piglets sold
Huatong Meat Products' Pig, Chicken Sales Rise in February
Zhejiang Huatong Meat Products' (SHE:002840) revenue from both chicken and pig sales rose year on year in February. The Chinese livestock and poultry company generated revenue of nearly 304 million yu
Huatong Co., Ltd. (002840.SZ): February pig sales revenue of 304 million yuan and chicken sales revenue of 7.6479 million yuan
Gelonghui, March 14 | Huatong Co., Ltd. (002840.SZ) announced that in February 2024, the company sold 184,620 pigs (including 8,300 piglets), a change of -21.73% month-on-month and 0.05% year-on-year. In February 2024, the company's pig sales revenue was 303.9676 million yuan, a month-on-month change of -14.88% and a year-on-year change of 11.10%. In February 2024, the average sales price of commercial pigs was 14.30 yuan/kg, up 3.55% from January 2024. Chicken sales February 2024 Chicken sales
Guosheng Securities: How do you view the impact of pig industry financing?
Pay attention to the accelerated elimination of production in highly leveraged pig farms.
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