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China Merchants: In March, the Hog Farming industry was clearly oversold, and pig prices may still have support at the bottom.
In terms of valuation, corresponding to the slaughter volume in 2025, the average Market Cap of major listed pig companies has fallen to historical bottom levels, highlighting the allocation value of high-quality pig companies.
The National Bureau of Statistics: In early April, the price of live pigs was 14.7 yuan/kg, which is unchanged from the previous period.
The monitoring of market prices for 50 important production materials in 9 major categories in the national circulation sector shows that in early April 2025, compared to late March, prices of 14 products increased, 32 decreased, and 4 remained stable.
Trending Industry Today: YURUN FOOD Leads Losses In Pork Industry Stocks
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.
China Yurun Food Group Reports 2024 Financial Results With Notable Revenue Decline
YURUN FOOD (01068.HK): The loss attributable to equity holders in 2024 is 38.573 million HKD.
On March 25, Gelonghui reported that YURUN FOOD (01068.HK) announced that the group recorded a revenue of HKD 0.992 billion in 2024 (2023: HKD 1.411 billion). Looking back over the year, the loss attributable to equity holders was approximately HKD 38.573 million (2023: HKD 0.148 billion). The basic and diluted loss per share was HKD 0.021. During the year, the group focused on the Business of the "Haluolian" series of brands with a higher gross margin, resulting in an increase in the proportion of low-temperature meat products with a higher gross margin in the group's revenue, driving an overall gross margin increase of 3.6 percentage points to