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.

cls.cnMar 31 07:48 ET

The price of beef cattle is "constantly falling". Fortune Ng Fung Food's 2024 performance decline is nearly 50%丨Interpretations

1. Fortune Ng Fung Food's revenue and net income for 2024 both declined, with net income of 51.7 million yuan, down 47.56% year-on-year; 2. The company explained in its annual report that the significant drop in domestic live cattle and beef prices directly led to an increase in beef sales without an increase in profit; 3. Since the fourth quarter of last year, the pace of live cattle slaughter has noticeably accelerated in the domestic market, and the overall trend for domestic breeding cows has been a reduction, with the industry expecting a potential reversal and increase in beef prices by 2025.

cls.cnMar 21 09:36 ET

The market continues to shrink and fluctuate, and after the acceleration of themes rotation, funds are expected to flow back to the core main lines.

As the premium for new themes decreases, some funds still choose to flow back into the two major core directions of Siasun Robot&Automation and AI.

cls.cnMar 18 21:19 ET

The "cost battle" continues! Pork supply is expected to increase. Will pig enterprises still be able to "earn easily" this year?

① In January, many listed pig companies recorded year-on-year growth in sales revenue, with significant sales revenue increases for Tangrenshen Group and Zhengbang Technology; ② In January, pig prices dropped again, although they increased compared to the same period last year, the overall trend in the past six months has been a downward fluctuation; ③ As hog supply gradually increases, the profitability of pig companies in 2025 may be weaker than in 2024.

cls.cnFeb 12 03:26 ET

The "flying" pigs! Wens Foodstuff Group expects its revenue to surpass 100 billion yuan for the first time in 2024, with profits nearing 10 billion yuan | Quick announcement.

① Wens Foodstuff Group expects to achieve revenue exceeding 100 billion yuan and a net income of 9 billion-9.5 billion yuan in 2024; ② Analysts believe that the company's performance meets expectations but does not exceed them, which is considered normal; ③ In contrast to the impressive performance, Wens Foodstuff Group's stock price has dropped a cumulative 16.66% throughout the year 2024.

cls.cnJan 3 09:00 ET

Pickling and curing have failed to reverse the decline: pig prices are not strong during the peak season. Will listed pig companies face a "test"?

Under the background of ample supply, the impact of processed meat on boosting pork prices is limited, as the average profit per pig in December has already shrunk by over a hundred yuan; industry insiders expect that next year's pork prices may be weaker than this year's, and related listed pig companies with lower costs are still guaranteed to make a profit, but companies with high costs may face certain risks of loss.

cls.cnDec 31, 2024 03:31 ET