Dekon Agriculture and Animal Husbandry (02419.HK) reported swine sales revenue of 1.318 billion yuan in April, while yellow-feathered broiler chicken sales revenue reached 197 million yuan.

Gelonghui, May 8th - Dekang Nongmu (02419.HK) announced that in April 2026, the group sold 1,046.71 thousand heads of commercial pork, generating revenue of RMB 1.318 billion from the sales of commercial pork. In April 2026, the average selling price of the group’s commercial pork was RMB 9.22 per kilogram, representing a decrease of 8.35% compared to March 2026. For the four months ended April 30, 2026, the group sold a total of 3,780.75 thousand heads of commercial pork, with revenue amounting to RMB 5.49 billion from commercial pork sales. In April 2026, the group sold 5,622.18 thousand yellow-feathered chickens.

Gelonghui Finance19:46

Hong Kong stocks moved lower as pork-related shares declined; April saw a dual drop in both hog prices and revenue, with Muyuan Shares falling by 4.6%.

Gelonghui, May 8 | Hong Kong-listed pork concept stocks collectively declined, with Muyuan Shares performing the worst, falling by 4.6%. Dekon Agriculture dropped by 3.3%, WH Group fell by 1.5%, and COFCO Joycome Foods decreased by 0.72%. The current low hog prices are mainly due to an 'oversupply' in the market. Although the inventory of breeding sows is declining, the pressure on pork supply remains high due to factors such as improved breeding efficiency. In this context, Muyuan Shares also announced its sales situation for April: the average selling price of commercial pigs fell by 35.54% year-on-year, and as a result, sales revenue also decreased by 32.49% year-on-year.

Gelonghui Finance10:33

Some content was not mentioned again, while some requirements are newly added — Interpretation of the April Politburo Meeting

Cinda Securities stated that, regarding monetary policy, there was no further mention of 'flexible and efficient cuts to the reserve requirement ratio (RRR) or interest rates,' indicating a significant decline in the probability of future RRR or interest rate cuts. In terms of boosting domestic demand, there was no reiteration of 'promoting investment stabilization,' but rather an emphasis on 'facilitating the commencement of major projects with mature conditions.' New requirements were added, including 'advancing self-reliance and strength in science and technology, and ensuring autonomy and controllability of industrial chains.' Additionally, a new requirement was introduced to 'systematically address external shocks and enhance the security assurance level of energy and resource supplies.'

Xin Da Securities, Xie YunliangApr 29 16:26

H-share Movement | Pork-related stocks surged in the afternoon, with Dekang Nongmu (02419) up nearly 4% and Muyuan Shares (02714) rising over 3%.

Pork-related stocks surged in the afternoon. As of press time, Dekang Nongmu (02419) rose by 3.89%, trading at 66.7 Hong Kong dollars; Muyuan Shares (02714) increased by 3.08%, trading at 40.2 Hong Kong dollars.

Zhitong FinanceApr 28 13:38

In-depth Report on Dekang Agriculture and Animal Husbandry (2419.HK): Cost Advantage Builds Moat, Innovative Model Drives Breakthrough

The three key components—breeding stock, feed, and management—form the solid foundation of cost advantages. A company's long-term value is rooted in its systematic cost control capabilities. Dekang Nongmu’s cost advantages span the entire chain from breeding stock to farming management. In terms of breeding stock, the company has adopted a strategy of enhancement.

Huaxin SecuritiesApr 25 00:00

The Hong Kong stock market saw a decline in pork-related concept stocks, with Muyuan Shares falling over 4%. The company reported a net loss of 1.215 billion yuan in Q1.

Gelonghui, April 22 | The pork concept stocks in the Hong Kong stock market declined. Among them, Muyuan Shares fell more than 4% after its earnings release, WH Group dropped by 1.66%, and Dekon Farming fell over 1%. Reports indicate that the supply and demand imbalance in the hog market will persist into the first quarter of 2026. Post-Chinese New Year demand declined, compounded by a rise in slaughter weight to a four-year high, resulting in concentrated release of supply pressure and pushing hog prices below the 10-yuan-per-kilogram mark. According to the Q1 report disclosed on the evening of April 21, both leading companies, Muyuan Shares and Wen's Shares, turned from profit to loss due to the sharp drop in hog prices. Muyuan Shares reported revenue of 29.894 billion yuan in Q1 2026, representing a year-on-year decrease of 17.1%.

Gelonghui FinanceApr 22 11:24