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Wens Foodstuff Group (300498.SZ): has cumulatively repurchased 0.5148% of its shares.
Glonghui, April 2nd. Wens Foodstuff Group (300498.SZ) announced that as of March 31, 2025, the company has cumulatively repurchased a total of 34,257,600 shares through a special securities account for stock repurchase via centralized bidding trade, accounting for 0.5148% of the company's total equity. The highest Fill Price for this share buyback was 19.51 yuan/share, the lowest Fill Price was 15.33 yuan/share, and the total amount of the transactions was 0.61 billion yuan (excluding transaction fees).
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.
Tianfeng: The recent two rounds of hog cycle have sufficient reduction and production capacity is expected to fluctuate and decrease in the long term.
In 2025, with pig prices remaining low, costs difficult to decline or even increasing, and potential disruptions from the epidemic, the ease of capacity reduction and the difficulty of resuming production may increase again, and long-term capacity is still expected to fluctuate and reduce.
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