Domestic sales of excavators slightly exceeded expectations in April and broke out of a trough in Q2? Industry: Relatively stable overseas business helps smooth the ironing cycle |Industry News

The peak season for the industry from March to May has arrived. Domestic sales of excavators were slightly higher than expected in April, and the decline in exports narrowed.

cls.cnMay 13 07:19

Nurturing a new cycle: “Earning money” in the second half of the year was a consistent expectation. Was it a small fluctuation or a big market?

Financial Services Association, May 12 (Reporters Liu Jian and Wang Ping An) The timeline for capacity removal is lengthening, and the pig cycle concept seems to be weakening, yet the pig industry is still thirsting for a “new cycle.”

cls.cnMay 12 15:25

The era of marginal profit: who is silently falling to the bottom and waiting for the “dividend” of pig prices to pick up?

A new cycle has spawned, and the traditional cycle of ups and downs and huge profits is far away. How should pig companies with rapid expansion and debt pressure survive in the future?

cls.cnMay 12 15:24

Cyclical changes: Profitability attracts capital to pour in, and pig companies sound the trumpet of expanding production

Who is behind cycle failure? Mr. Lu, who has experienced African swine fever, felt it very deeply. “I think it's capital. Raising pigs was very profitable after African swine fever in '19.”

cls.cnMay 12 15:23

Production capacity is slowly being removed: pig companies' debt ratios are rising, and “they can handle it” even though the pressure is high

The boom in pig farming began, the proportion of large-scale pig farming increased rapidly, production capacity recovered rapidly, and was slow to decline. “Before 2017, the proportion of retail investors was quite large, and the number of retail sows would also fluctuate relatively large, further driving the evolution of the pig cycle.” An industry insider said.

cls.cnMay 12 15:22

Pig cycle “failure”: the worst loss in history, farmers bluntly called it “too difficult!”

① In the past, the pig cycle was about every 3-4 years. The upward time in this round of the pig cycle was short, and losses on the breeding side were serious, and the industry lamented “it's hard to make money!” ② The formation cycle of the pig industry is a mismatch between changes in supply and demand and the pig growth cycle.

cls.cnMay 12 15:21