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Shennong Agricultural Industry's Subsidiary Signs Investment Deal for Pig Industry Chain Project for 700 Million Yuan
Shennong Group (605296.SH): has repurchased a total of 1.25% of its shares.
On April 1, Gelonghui丨Shennong Group (605296.SH) announced that as of March 31, 2025, the company has repurchased a total of 6.5806 million shares, accounting for 1.25% of the company's current total share capital, with a total amount paid of 0.18 billion yuan (excluding stamp tax, transaction commissions, and other transaction costs).
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.
Shennong Group (605296.SH): The target for livestock production in 2025 is 3.2 million to -3.5 million heads.
On March 13, Glonghui reported that Shennong Group (605296.SH) stated on the investor interaction platform that the company's market release plan is steadily growing, with a target of 3.2 million to -3.5 million heads by 2025, and an expected release of more than 5 million pigs by 2027.