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Egg prices have soared in many countries! The “deadliest bird flu in history” has made a comeback, and the US and Japan have once again been affected by the disaster
① Recently, signs of a resurgence of bird flu have been discovered again in farms in the United States, Japan and other places. ② Currently, in addition to the US and Japan, egg prices have soared in Europe, Mexico, Indonesia, etc., and many consumers have even begun to stock up on eggs.
Express News | Huatai Securities: Pig prices are expected to rise steadily from May
Huatai Securities: The off-season will take full advantage. What should we pay attention to when investing in pig stocks?
Huatai Securities released a research report saying that pig prices have fluctuated and declined since April, but the pullback has not been significant. The off-season is over, pig prices are expected to rise steadily from May, 24Q2 pig prices may improve year on month, and drive pork's contribution to CPI to the right.
Changjiang Securities: Non-linear capacity removal in the pig breeding industry may open up investment opportunities in the optimistic sector
Changjiang Securities released a research report stating that in the first quarter of 2024, when pig prices are still relatively low, it is expected that sector performance will continue to be under pressure, and the industry may begin to remove production capacity nonlinearly.
Is the “pig on the cusp” here again? Listed pig companies welcome a sharp rise in volume and price, pig prices are expected to rise until the second quarter
After a long period of the coldest pig cycle, the pig market dawned in March. Recently, in the March sales data disclosed by listed pig companies, the number of domestic pigs released has rebounded, and the average sales price has picked up accordingly. Leading pig companies' Q1 losses may narrow month-on-month. A CIFA reporter learned from an industry interview that the loose pig supply situation began to improve in March, and pig prices are expected to rise moderately in the second quarter.
Cycle inflection point? Pig farming has begun to make money, and retail investors in institutional enterprises have been “optimistic” for 10 weeks in a row | Industry Watch
CIFA reporters learned in multiple interviews that due to the continuous rise in pig prices since March, the breeding side has now officially started a profit model. Some farmers told CIFA reporters, “I currently earn about 250 yuan per pig.” Another pig company source said, “Some low-cost pig farms under the company have already entered the profit range.”
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