Central China: Performance and profit levels continue to improve, and the agriculture, forestry, animal husbandry, and fishery sectors are expected to see a return to valuation.
Currently, the PE and PB of the Agriculture, Forestry, Animal Husbandry, and Fishery Industry are both below the historical valuation center, at relatively low levels. With the first introduction of "new quality productive forces in Agriculture" in Document No. 1, a valuation rebound is expected in the future.
Guolian Minsheng Securities: It is expected that hog prices may face pressure running in 2025, and the trend of capacity reduction may gradually strengthen.
In January 2025, the inventory data of breeding sows began to decline, but after the festival, pig prices and piglet prices continued to weaken, and the profitability level in the Industry may decline, leading to a potential strengthening of the trend of capacity reduction in the future.
Research Reports Gold Mining | Huaxi: Maintain Guangdong Haid Group "Buy" rating, with stable growth in core Business Fodder & Animal Health.
Huaxi's Research Reports indicate that Guangdong Haid Group (002311.SZ) is expected to achieve a Net income of 4.516 billion yuan in 2024, a year-on-year increase of 64.73%. The company's main Businesses, Fodder & animal health, continue to grow steadily. In 2024, the company's fodder sales are expected to be around 26.5 million tons (of which internal consumption is about 2.1 million tons and external sales about 24.4 million tons), representing a year-on-year growth of around 9%. As production capacity recovers in 2025, the demand for fodder is expected to further increase; in 2024, the company's Hog Farming business is projected to turn profitable with the warming of the Industry. According to the company's announcement, it is currently exploring a light asset farming model, and the company's production capacity is expected to further increase in the future.
Guangdong Haid Group Co., Limited's (SZSE:002311) Recent Stock Performance Looks Decent- Can Strong Fundamentals Be the Reason?
Haida Group: 2024 Annual Results Report
Guangdong Haid Group (002311.SZ) has a net income of 4.516 billion yuan in 2024, an increase of 64.73% year-on-year.
Guangdong Haid Group (002311.SZ) disclosed the annual performance report for 2024, with total operating revenue of 1146....
Express News | Guangdong Haid Group Prelim 2024 Net Profit up 64.7%
An Intrinsic Calculation For Guangdong Haid Group Co., Limited (SZSE:002311) Suggests It's 22% Undervalued
The quarterly report of XINGZHENG Global Fund has been released! Xie Zhiyu has made significant adjustments to the portfolio, heavily investing in XIAOMI-W (01810).
Overall, the changes in holdings of products under Xie Zhiyu in the fourth quarter were significant. In the Xinchun He Yi Hybrid and Xinchun Social Value Three-Year Holding Hybrid, XIAOMI-W (01810) was newly included in the top ten and became the largest holding stock. Luxshare Precision Industry (002475.SZ) also received a large increase in holdings, becoming the largest holding stock in the Xinchun He Run Hybrid.
Guangdong Haid Group (SZSE:002311) Has More To Do To Multiply In Value Going Forward
Guangdong Haid's Profit Forecast to Jump Up to 75% in 2024; Shares Up 3%
Haida Group: 2024 Annual Results Forecast
Guangdong Haid Group (002311.SZ): It is expected that the net income in 2024 will increase by 55.04%-75.1% year-on-year.
On January 9, Gelonghui reported that Guangdong Haid Group (002311.SZ) announced an expected net income of 4.25 billion to -4.8 billion yuan for 2024, an increase of 55.04% to 75.1% compared to the same period last year. The net income excluding non-recurring gains is estimated at 4.05 billion to -4.6 billion yuan, an increase of 59.36% to 81.00% compared to the same period last year. The company always focuses on the main business of fodder, guided by the principle of 'creating value for customers', continuously strengthening its core competitiveness, and improving the product capability, professionalism, and regional coverage of its fodder. In 2024, the company is expected to achieve a fodder sales volume of approximately 26.5 million tons (including internal farming consumption of about 2.1 million tons.
Express News | Guangdong Haid Expects 2024 Net Profit up 55.0%-75.1%
Guangdong Haid Group (002311.SZ): In the first half of 2024, the company's external sales of poultry Fodder increased by approximately 14% year-on-year.
On January 6, Gelonghui reported that Guangdong Haid Group (002311.SZ) stated on the investor interaction platform that in the first half of 2024, the company's external sales of poultry Fodder increased by approximately 14% year-on-year. The company fully leverages its professional advantages and actively engages in cooperation with large-scale breeding farms and integrated farming companies to capture market share.
Guangdong Haid Group Co., Limited (SZSE:002311) Stock Most Popular Amongst Private Companies Who Own 55%, While Individual Investors Hold 22%
Guolian: In 2025, the supply of live pigs is expected to enter a relaxed situation, and pig prices are anticipated to be under pressure.
Before the Spring Festival, Pork consumption will enter the traditional peak season, coupled with consumer demand from winter cured meats and holidays like New Year's Day, which is expected to keep Hog Farming profitable before the Spring Festival. In 2024, breeding sow capacity will begin to recover slowly, and by 2025, the supply of hogs will enter a relaxed situation, with pork prices expected to come under pressure.
Guangdong Haid Group Co., Limited's (SZSE:002311) Prospects Need A Boost To Lift Shares
Guangdong Haid Group (002311.SZ): has a core production capacity layout in Southeast Asia, South America, and Africa, where aquaculture resources are abundant.
Gelonghui December 5th | Guangdong Haid Group (002311.SZ) stated in recent investor relations activities that the company has core production capacity layouts in Southeast Asia, South America, and Africa, all rich in aquaculture resources. Based on this, it will continue to develop the surrounding country markets and currently has factories under construction.
Guangdong Haid Group (002311.SZ): In the first half of the year, the company's overseas fodder sales exceeded 1 million tons, a year-on-year increase of over 30%.
Gelonghui, December 5th丨Guangdong Haid Group (002311.SZ) recently stated in its investor relations activities that in the first half of the year, the company's overseas fodder sales exceeded 1 million tons, a year-on-year increase of over 30%; at the same time, the gross margin of products steadily improved, further enhancing profitability. This trend continued in the third quarter, with both sales and profits showing good growth.