Hong Kong Stock Concept Tracking | Pig Price Recovery Helps Leading Pig Companies Achieve Break-even Industry Sentiment or Exceed Expectations (with concept stocks)
As pig prices picked up and costs declined, leading pig companies such as New Hope (000876.SZ) and Wen's Shares (300498.SZ) achieved monthly break-even in April, and the industry as a whole is returning to the breeding break-even line.
Pu Tian Food (01699): No news or further developments relating to the charged shares have been received and the trading continues to be suspended
Pu Tian Food (01699) issued an announcement. As of the date of this announcement, following the appointment of the receiver, the receiver will exercise its rights...
National Bureau of Statistics: Pig prices in late April fell 1.3% from mid-month to month
On May 7, the National Bureau of Statistics announced changes in market prices for important means of production in the distribution sector in late April.
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.”
Putian Foods (01699.HK) has not received any news or further developments relating to the shares charged
Putian Foods (01699.HK) issued an announcement. As of the date of this announcement, following the appointment of a receiver, if the receiver exercises its right to sell encumbered shares to another third party buyer, if any buyer and person acting in concert with them buys 30% or more of the Company's voting rights, the sale may trigger a mandatory comprehensive offer under the Takeovers Code. As of the date of this announcement, the Company has not received any news or further developments relating to the encumbered shares other than those described above.
Caitong Securities: The pig cycle is declining for a long time, can CPI rise?
The Zhitong Finance App learned that CaiTong Securities released a research report saying that the current pig cycle is at the bottom of the downward cycle. The current upward phase has continued for 6 months, while the downward phase has continued for about 16 months, which is close to 3 times the upward period.
PUTIAN FOOD: QUARTERLY ANNOUNCEMENT
Pu Tian Food (01699) delays publication of 2023 annual results and continues to suspend trading
Zhitong Finance App News, Putian Food (01699) issued an announcement. Affected by the continuous sharp drop in pork and pig prices over the past few months and the extremely sluggish financing environment, the group is facing serious cash flow problems in maintaining the basic business of the pig farming industry. Furthermore, under pressure from creditors with statutory claims for debt repayment, the company is still endeavoring to discuss and negotiate with potential new investors and creditors to arrive at possible financing and debt restructuring plans. As a result, the review process was blocked, and the recommended action plan and schedule mentioned in the company's announcement dated September 29, 2023 were not reached. As of the date of this announcement,
PUTIAN FOOD: INSIDE INFORMATION (I) FURTHER DELAY IN PUBLICATION OF THE 2022 ANNUAL RESULTS AND DESPATCH OF THE 2022 ANNUAL REPORT; (II) FURTHER DELAY IN PUBLICATION OF THE 2023 INTERIM RESULTS AND DESPATCH OF THE 2023 INTERIM REPORT; (III)...
The pig industry conference is coming, the pig cycle has received market attention, a list of senior institutional research stocks
The Belt and Road International Pig Industry Conference will be held in Zhengzhou from April 25 to 27.
“High-risk” pig companies line up to enter ICU: Can the difficult situation be reversed in the second half of the year due to high debt and reorganization one after another? |Industry Watch
Behind the sluggish cycle, some pig companies lost their arms to survive, but under the heavy pressure of continuous losses and high debt, many pig companies still “thundered” and entered the debt vortex one after another during this cycle.
The off-season of the holiday season dragged down pig companies' sales in February, and the lowest breeding cost “crown” changed owners|Industry News
Financial Services News, March 11 (Reporters Zhang Chenjing and Wang Pingan) Pig companies' “cold winter” continues. Due to the impact of the Spring Festival holiday, pig companies' sales generally declined in February, but the average sales price picked up compared to the end of 2023.
Huachuang Securities: Eryu enters the market to support pig prices and the trend of capacity removal remains unchanged
Huachuang Securities released a research report saying that the slaughter rate has gradually returned to normal, and the price difference between standard fertilizer has greatly supported Eryu's entry into the market, driving price fluctuations to strengthen.
Express News | CITIC Securities: The Ministry of Agriculture introduced a pig production capacity regulation plan, and pig production capacity is expected to continue to be reduced
Express News | National Committee of the Chinese People's Political Consultative Conference (CPPCC) member Liu Yonghao: pig prices are likely to return above the cost line in the second half of this year
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