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Tianfeng Securities: The value of the pig breeding sector is prominent. Companies with high growth elasticity may clearly emerge from the alpha market.
Tianfeng Securities released a research report stating that with the sufficient clearance of previous production capacity and limited progress in replenishing pig farms, the industry has considerable profit space in the lengthening of the business cycle during a bearish period for hog prices.
Express News | Ten hog farming listed companies have disclosed their performance forecasts for the first half of the year. Muyuan Foods and Wens Foodstuff Group are expected to have the highest net profit in Q2, with 3.2 billion yuan and 2.7 billion yuan respectively.
Guosheng Securities: It is expected that the extreme value of this round of pig cycle will appear from September to November, and the bullish market may start again.
It is expected that the extreme values of this cycle will appear in September to November 2024, which is also the traditional peak season for pig consumption. The marginal improvement of demand or the strengthening of price performance.
Express News | Due to the increase in pork prices and decrease in costs, many pig enterprises have achieved significant recovery in the second quarter.
Hunan New Wellful Co., Ltd. announced a pre-loss for the first half of 2024.
Hunan New Wellful (600975.SH) announced a loss forecast, with a net loss of 220-280 million yuan in the first half of the year.
Hunan New Wellful (600975.SH) disclosed a semi-annual performance pre-loss announcement for 2024. The company expects to report a loss in the period...
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