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China Merchants: Seasonal decline in pig prices, with a slight month-on-month increase in sow productivity in February.
In February, the supply pressure in the industrial sector eased more than expected, and the price difference of benchmark fertilizers guided the industry to postpone supply. Pork prices weakened seasonally, but overall remained stronger than market expectations.
The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.
① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.
Dongrui Food's Pig Sales Revenue Climbs in February
Dongrui Co., Ltd.: February 2025 pig sales briefing
Dongrui Co., Ltd. (001201.SZ): In February, Hog Sale revenue was 0.158 billion yuan.
On March 7, Glonghui reported that Dongrui Co., Ltd. (001201.SZ) announced that in February 2025, the company sold a total of 100,900 live pigs, with sales revenue of 0.158 billion yuan, an increase of 13.70% month-on-month; the average selling price of commodity pigs was 15.86 yuan/kg, a decrease of 4.06% month-on-month. Among these, 17,300 live pigs were sold to its wholly-owned subsidiary, Heyuan City Dongrui Meat Food Co., Ltd.
Dongrui Food's Pig Sales Revenue Rises in January
Dongrui Food Group Co., Ltd. (SZSE:001201) Stocks Pounded By 27% But Not Lagging Industry On Growth Or Pricing