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

Our country is solidly promoting the action to enhance grain production capacity, and the seed industry is entering a period of intensive policy stimulation.

According to reports, this year, our country has solidly promoted a new round of grain production capacity enhancement actions aimed at increasing grain production by a billion pounds, implementing large-scale yield improvement actions for major crops such as grains and oils, and accelerating the construction of high-standard farmland. The Guosheng Securities pointed out that after 2021, policies represented by the seed industry revitalization plan have been intensively introduced, and the seed industry revitalization policies combined with Transgenic changes have led to an expansion of the Industry and a significant optimization of the landscape, currently entering a period of intensive policy and Transgenic information catalysis.

cls.cnDec 17, 2024 19:01 ET

Costs for 90% of pig enterprises have dropped to the range of 14 yuan: many companies say there is still room for cost reduction. Will profits stabilize next year? | Industry Observation

① 90% of the listed pork enterprises have reduced their costs to the range of 14 yuan per kilogram, including 5 enterprises such as Sunlon, Muyuan Foods, and Wens Foodstuff Group have reduced to the range of 13 yuan per kilogram; ② Many listed pork enterprises have indicated that there is still some room for cost reduction in the fourth quarter and next year; ③ Industry insiders believe that the cost reduction achievements have become the moat for the long-term development of pig enterprises. While helping companies expand profit margins, it also enhances the resilience of the companies against risks.

cls.cnNov 4, 2024 08:36 ET

Corn seed industry competition intensifies, yuan longping high-tech agriculture Q3 net loss expands by 40% year-on-year | Interpretations

① Yuan Longping High-Tech Agriculture achieved revenue of 0.299 billion yuan in Q3, a year-on-year decrease of 60.27%, with a net loss of 0.587 billion yuan, an increase of 40.49% compared to the same period last year; ② The intensifying competition in the corn seed industry is the main factor leading to the company's declining revenue; ③ As of the end of the third quarter, the company's contractual liabilities amounted to 3.87 billion yuan, an increase of 14.8% year-on-year.

cls.cnOct 30, 2024 12:45 ET

Higher pork prices have enabled listed pig enterprises to enter a "profit-making mode", with Beijing Dabeinong Technology Group's Q3 achieving the peak of annual profits.|interpretations

①Supported by the rise in pork prices, Beijing Dabeinong Technology Group expects to achieve a net income of 2.8 billion-3.2 billion yuan in Q3, a year-on-year growth of 308.4%-338.17%; ②Some industry insiders believe that the breeding sector may continue to maintain reasonable profitability in Q4, and Beijing Dabeinong Technology Group may benefit from the dual-track performance support of the hog and seed sectors.

cls.cnOct 14, 2024 09:18 ET

Yuan Longping High-Tech Agriculture's H1 turned losses into profits year-on-year, but high three expenses and debt ratio still face challenges on the 'slimming' road. | Interpretations

①Yuan Longping High-tech Agriculture achieved a net income of 111 million yuan in H1, turning losses into profits year-on-year; ②After deducting non-recurring items, the company's losses are expanding, with investment income from the disposal of part of the equity of Yuan Longping Biology in the first half of the year amounting to 340 million yuan; ③During the period, the company's expenses increased compared to the same period last year, and the debt ratio also slightly increased from the end of last year.

cls.cnAug 28, 2024 09:06 ET