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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.
Zhengbang Technology: Briefing on pig sales in February 2025
Jiangxi Zhengbang Technology Co.Ltd.'s (SZSE:002157) Largest Shareholders Are Retail Investors Who Were Rewarded as Market Cap Surged CN¥1.1b Last Week
Jiangxi Zhengbang Technology Plans to Lease Idle Feed Mills, Pig Farms
Zhengbang Technology (002157.SZ): plans to sign a leasing framework agreement with related parties.
On February 17, GELON Group announced that Zhengbang Technology (002157.SZ) plans to sign a "Lease Framework Agreement" with its controlling shareholder affiliated company Jiangxi Twins Agricultural Development Co., Ltd. (hereinafter referred to as "Twins Agriculture") to improve the efficiency of idle asset revitalization, reduce costs, and enhance profitability. The company intends to lease part of its and its subsidiaries' idle Fodder factories and pig farms at market prices to Twins Agriculture and its subsidiaries for Operation. On one hand, the company can obtain rental income to offset depreciation and interest, reducing the impact of idle depreciation on total costs, thus aiding in the recovery of the listed company's profits; on the other hand, this will benefit the company in accelerating asset management.
The sales data of pig companies rose and fell in January, what will happen to pig prices in the future?
Upwards or downwards.
Getting In Cheap On Jiangxi Zhengbang Technology Co.Ltd. (SZSE:002157) Is Unlikely