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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.
Huaan Securities: Pig prices have entered a downward cycle, and cost reduction remains a top priority.
Huaan suggests paying attention to the Hog Farming Sector, with a focus on recommending Wens Foodstuff Group (300498.SZ) and Muyuan Foods (002714.SZ).
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Tianfeng: There may be no further reasons for continued pessimism in the spot market. Continuing to focus on recommending the Hog Farming Sector.
In summary, the Hog Farming Sector is at a valuation bottom with expectations differing, measured by cost leadership, capital supremacy, high growth in sales volume, and inexpensive valuations.
Muyuan Foods Co., Ltd.'s (SZSE:002714) Most Bullish Insider Is CEO Ying Lin Qin, and Their Holdings Value Went up by 3.5% Last Week
National Bureau of Statistics: In early February, the price of live pigs dropped by 3.8% compared to late January.
According to data released by the National Bureau of Statistics, monitoring of market prices for 50 major commodities in nine categories in the national circulation sector shows that in early February 2025, compared to late January, the prices of 21 products increased, 20 decreased, and 9 remained unchanged.
