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Shanxi Securities: The cycle is expected to gradually come to an end, and focus on the timing of the fourth “loss bottom” layout for pig farming
Whether looking at the reversal in 2024 or the reversal in 2025, we should pay attention to the timing of the fourth “loss bottom” layout of pig breeding stocks.
The pork sector picked up in a straight line. Zhenghong Technology closed up and down, Tang Renshen rose more than 5%, and superstar agriculture and animal husbandry, Shennong Group, Jingji Zhinong, Wen's shares, and Tiankang Biotech followed suit.
The pork sector picked up in a straight line. Zhenghong Technology closed up and down, Tang Renshen rose more than 5%, and superstar agriculture and animal husbandry, Shennong Group, Jingji Zhinong, Wen's shares, and Tiankang Biotech followed suit.
Shennong Group (605296): Taking advantage of rising pig prices, warm wind refining, low cost internal performance
The price increase in April increased; in a single month, the price increase of pig raising or profit companies in April; the rise in pig prices combined with the improvement in the company's breeding performance. We judge that the company may have made a profit of 0.07 to 0.09 billion yuan in April alone. We maintain profit forecasts
Zheshang Securities: The rise in pig prices in the next few months will become the core catalyst for the sector, and suggest positive layout
Pig prices are mostly dominated by supply, and demand changes are very limited. The long lag between falling production capacity and rising pig prices brings about cycle certainty. Changes in body weight are still controversial, but it is more likely that the upward cycle pressure will drive up pig prices.
League of Nations Securities: The agriculture, forestry, animal husbandry and fishery industry was sluggish in '23, and the 24-year farming cycle is picking up
In 2023, the agriculture, forestry, animal husbandry and fishery industry is still in a dormant period at the bottom of the cycle. The downturn in the aquaculture industry has also spread to upstream feed, animal protection and other sectors. Small and medium-sized enterprises are under pressure to clear up one after another, and the pace of industry integration and acquisitions is accelerating.
A-share pork stocks fluctuated higher, and Shennong Group rose more than 7%
Glonghui, May 13 | Shennong Group rose more than 7%, followed by Huatong Co., Ltd., Guanghong Holdings, Bunge Technology, Haida Group, and Tang Renshen.
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