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Central China: In February, the prices of livestock and poultry showed weak running, while Pet Food export data welcomed a "good start."
In early February, after the Spring Festival, the market is in a situation of oversupply, with pig prices running weakly; China's Pet Food export data is warming up, and the fundamentals of related companies are expected to improve.
Guangdong Haid Group (SZSE:002311) Shareholders Have Earned a 6.3% CAGR Over the Last Five Years
Investors Aren't Buying Guangdong Haid Group Co., Limited's (SZSE:002311) Earnings
Guangdong Haid Group (002311.SZ): Currently, the largest share of the company's overseas Fodder sales is in Vietnam.
On March 3, Glonghui reported that Guangdong Haid Group (002311.SZ) recently stated at a Brokerage strategy meeting that the largest region for its overseas Fodder sales is Vietnam. Additionally, Fodder sales are present in several countries including Indonesia, Ecuador, and Egypt. When investors asked about "the company's plans for future overseas Fodder development?", the company indicated that in Southeast Asia, it focuses on Vietnam while actively expanding into markets such as Indonesia, Bangladesh, and Malaysia; in Africa, it uses Egypt as a foothold to gradually extend into the North Africa and East Africa markets; in South America, the company has also established a Business layout in Ecuador and has formed a team.
Guangdong Haid Group (002311.SZ): The short-term goal for the Fodder Business is to reach an increase of 3 million tons by 2025.
On March 3, Gelonghui reported that Guangdong Haid Group (002311.SZ) recently stated at a Brokerage strategy meeting that in 2024, the company expects Fodder sales to be approximately 26.5 million tons (including internal breeding consumption of about 2.1 million tons), a year-on-year growth of about 9%. Among this, the external sales of poultry feed are estimated at about 12.7 million tons, a year-on-year increase of about 12%; external sales of pig feed are about 5.6 million tons, a slight year-on-year decline of about 3%; external sales of aquaculture feed are about 5.8 million tons, an increase of about 11% year-on-year; and external sales of ruminant feed and Other are about 0.3 million tons. At the same time, the company's international business layout has made significant progress, with overseas Fodder sales approximately 2.4 million tons year-on-year.
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.
