Major Hang Seng Index constituent stocks will face changes! Institutions: Alibaba may become the focus.
Which stocks are expected to be included this time? Citic Securities pointed out that we need to pay attention to the timing of the adjustment of the Hong Kong Stock Connect.
Will the pig cycle start benefiting from an upward trend? Industry insiders: the trend of improvement is beginning to emerge | industry news
① The animal protection industry is currently showing signs of recovery and warming, with some industry insiders stating that the market has seen some improvement recently compared to the first quarter and last year. ② In the second quarter of 2024, the number of domestically produced biological products for animal use issued in batches has increased compared with both the same period last year and the previous quarter. ③ When profits in the downstream aquaculture industry are on the rise, profits of upstream animal protection companies will also see a certain upward trend, according to industry experts interviewed.
"Rocket eggs" is coming? Chicken seedling companies show signs of accelerated orders. Short-term egg prices may be easy to rise and difficult to fall | Industry News
①Starting from late June, egg prices continued to rise, increasing by nearly 30% in the past half month; ②The rise in egg prices has driven the increase in profits for egg-laying chicken farming, a 120.51% increase compared to the previous period; ③There are signs of accelerated downstream replenishment, and frontline staff from some chick companies have stated that "currently, customers' willingness to purchase chicks has increased and sales are moving quickly, with chick prices continuing to rise."
"Pigs on the Windward"! Monthly sales prices of listed pig companies have risen for six consecutive months, and Q2 profitability of pig companies has become the mainstream.|Industry News
①The sales price of listed pig companies reached a new high in June, rising for six consecutive months, and the profitability has been improving significantly month by month; ②With the rising of pork price, New Hope Liuhe, Leshan Giantstar Farming&Husbandry Corporation, Special Treat Tianbang and Shennong Group all achieved profits in the second quarter; ③Some analysts predict that the profit of hog farming this year is considerable, and the average profit per head of livestock should reach 300-400 yuan for the whole year of farming.
Foreign institutions are bullish on Chinese assets, and these symbols are worth paying attention to.
Strategists believe that there are clear signs of economic recovery in China, which is bullish for the company's performance and further supports its valuation.
The Pig Technology Conference is coming soon, and industry capacity continues to decline. These symbol institutions are conducting frequent research.
The 6th China Swine Industry Science Conference (CSSC 2024) will be held in Yantai, Shandong from August 5th to 7th.