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Express News | The Ministry of Finance: National state-owned and state-controlled enterprises' total operating income for the first six months increased by 1.9%.
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.
China Merchants Securities: How is the excess profit of the pig industry formed?
The profitability of the future pig industry will be lower than each cycle before 2018, roughly ranging from 100 to 150 yuan, but higher than the irrational cycle in 2022.
Hong Kong stock market concept tracking | Guangdong market pig high stock price has exceeded 21 yuan/kg, pig breeding sector has room for valuation repair (with concept stocks)
In July, the price of live pigs in Guangdong returned to the high stock price zone in the country. There may still be room for further increase in August.
Soochow Securities: CSI SW food & beverage index significantly reduced its position, with valuation falling into high dividend camp.
Hold positions for csi sws food & beverage index actively managed equity funds in Q2 24 have dropped to a new low since 2018.
Express News | State-owned Assets Supervision and Administration Commission: we must adhere to the strategy of improving, optimizing and expanding state-owned capital and state-owned enterprises.
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