BK1996 Pork Industry
- 652.061
- -7.802-1.18%
Express News | China Galaxy Securities: Getting Out of the Industry's Darkest Hour and Seizing the Layout Timing of the Rise in Pig Prices
Western Securities: The pig breeding sector is laid out at the right time to focus on listed pig companies with strong certainty in listing growth and steady management
Currently, there are obvious differences in Nengfan production capacity data under different calibers, but the month-on-month increase in the number of Ganglian/Yongyi Nengfan sows has narrowed, and the Ministry of Agriculture is expected to maintain a scale of around 39.9 million heads. According to data from the Ministry of Agriculture, the trend of industry capacity reduction is still being maintained.
Express News | Huachuang Securities: The rise in pig prices may kick off the prelude to seize the key layout window on the right
Express News | Pig prices in most parts of the country have risen to more than 8 yuan
Express News | Investment Strategy Research: Pig Price Inflection Point Approaching High Quality Pig Companies May Welcome Layout Window
Huatai Securities: Pig inflection point shows 24Q1 feed leader & pet sector welcomed a good start
The profit side of the 4Q1 pig breeding sector has now reduced losses, and profits from leading feed and pet sectors have bucked the trend. It is recommended to grasp the two main lines of agricultural stock investment in 2024 accordingly.
Express News | Fangzheng Securities: Pig prices have entered a slow upward trend
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.
CICC: Pig prices may start to rise, and pig companies' balance sheet recovery has entered a critical period
From an enterprise perspective, the current financial pressure on pig companies has reached a historical extreme, and the period of rising pig prices is a critical window for balance sheet repair. From an investment perspective, the current round of the market did not beat pig prices; the inflection point on the right side of pig prices is a key catalyst.
Express News | CICC: Pig prices may start to rise, and pig companies' balance sheet recovery has entered a critical period
National Bureau of Statistics: Pig prices in late April fell 1.3% from mid-month to month
On May 7, the National Bureau of Statistics announced changes in market prices for important means of production in the distribution sector in late April.
中糧家佳康：2023年年報
惠生國際：二零二三年年報
雨潤食品：二零二三年年報
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.
Express News | Huatai Securities: Pig prices are expected to rise steadily from May