Poultry and Meat
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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.
The Ministry of Commerce has initiated an anti-dumping investigation into pork imports from the European Union. Analysts say this will have a certain impact on pork prices in the region.
① The Ministry of Commerce announced that it will initiate an anti-dumping investigation into imported pork and pork by-products from the European Union, starting from June 17, 2024. ② The amount of pork exported from the European Union to China is relatively low compared to the consumption in China, and some industry insiders believe that it has little impact on China's live pig market. ③ As most of the pork exported from the European Union does not belong to European dietary habits, some analysts believe that the situation may have certain impacts on pork prices in the European Union.
Has a new pig cycle come?
The pig cycle has entered a new stage, with new characteristics in supply and demand relations and industry structure.
Sunshine and cold winter weather have hit the prices of pigs and chickens, with prices hitting a two-and-a-half-year low. What happened to the promise of "walking with pigs"?
① Since April, the price of live pigs has been rising continuously, while the selling price of white feather chickens has instead hit a two-and-a-half-year low; ② Insiders and analysts in the industry believe that a resonating effect between chickens and pigs needs a certain trigger. There have been changes in the supply and demand pattern of white feather chickens, and there are still variables as to whether this pig cycle can drive the chicken cycle; ③ White feather chicken companies are fighting against the industry's winter by increasing exports, extending the industry chain and other measures.
Jiangsu has released the implementation plan for controlling the production capacity of live pigs, which can accurately control the inventory of sows.
The Jiangsu Provincial Department of Agriculture and Rural Affairs has released the "Implementation Plan for Capacity Control of Pig Production in Jiangsu Province (Revised in 2024)."
Performance is beginning to pay off! The selling price of pig enterprises in May reached a new high for the year, and the industry is bullish on the market in the second half of the year.
With the upswing of the pig cycle, the average sales price of listed pig companies in May surpassed the new high for the year, and their performance began to gradually realize. According to a reporter from Cailian Press who interviewed insiders, the supply and demand of pigs will further improve in the second half of the year against the backdrop of 17 consecutive months of liquidation of sows, and pig prices are expected to remain high and volatile, with listed pig companies expected to be profitable for the year.
Pork prices soared! Listed pig companies have escaped from the "abyss" of losses: how much money can they earn this year?
Recently, pork prices have skyrocketed, and in some areas, they have exceeded the 20 yuan/kg mark. The farming industry has entered a comprehensive profitable mode. According to rough estimates of the production goals and costs of several listed pig companies, all the companies are optimistic about their profits this year. The leading companies, Muyuan Foods (002714.SZ) and Wens Foodstuff Group (300498.SZ), are expected to earn more than 17.7 billion yuan and 8.526 billion yuan respectively.
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.”
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?
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.”
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.
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.
Egg prices have soared in many countries! The “deadliest bird flu in history” has made a comeback, and the US and Japan have once again been affected by the disaster
① Recently, signs of a resurgence of bird flu have been discovered again in farms in the United States, Japan and other places. ② Currently, in addition to the US and Japan, egg prices have soared in Europe, Mexico, Indonesia, etc., and many consumers have even begun to stock up on eggs.
Is the “pig on the cusp” here again? Listed pig companies welcome a sharp rise in volume and price, pig prices are expected to rise until the second quarter
After a long period of the coldest pig cycle, the pig market dawned in March. Recently, in the March sales data disclosed by listed pig companies, the number of domestic pigs released has rebounded, and the average sales price has picked up accordingly. Leading pig companies' Q1 losses may narrow month-on-month. A CIFA reporter learned from an industry interview that the loose pig supply situation began to improve in March, and pig prices are expected to rise moderately in the second quarter.
Cycle inflection point? Pig farming has begun to make money, and retail investors in institutional enterprises have been “optimistic” for 10 weeks in a row | Industry Watch
CIFA reporters learned in multiple interviews that due to the continuous rise in pig prices since March, the breeding side has now officially started a profit model. Some farmers told CIFA reporters, “I currently earn about 250 yuan per pig.” Another pig company source said, “Some low-cost pig farms under the company have already entered the profit range.”