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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.
PUTIAN FOOD (01699): May trigger a mandatory general offer under the takeover code, continuing suspension of trading.
Putian Food (01699) announced that as of the date of this announcement, after appointing a receiver, the receiver exercised his rights...
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.
Market Chatter: China Renews Registrations for US Pork, Poultry Exporters
China Putian Food Holding Limited Provides Monthly Update on Receivership and Trading Suspension
