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[Brokerage Focus] CITIC SEC indicates that the livestock Operation continues to face pressure and may welcome a new round of clearing after the holiday.
Kingwo Finance News | CITIC SEC stated that the elimination and clearance in the livestock Industry will continue to advance in 2024, with a 6.7% decrease in stock in major production areas from Q1 to Q3, and an overall raw milk production decline of 2.8% year-on-year. Due to the impact of inventory clearance in the channels after the 2024 Spring Festival, dairy companies are cautiously stocking up for the Spring Festival 2025, compounded by a weak recovery in terminal demand, with limited short-term rebound in raw milk demand. By mid-December 2024, the price of bulk milk in major production areas briefly reached a peak of 3 yuan/kg, but then quickly fell back, dropping to 2.3 yuan/kg in the first week of 2025, continuing pressure on livestock enterprises, and under the backdrop of declining milk prices, social pastures are clearly under pressure. Additionally, some
Peak season's lackluster performance leads to another drop in raw milk prices. Is overseas bulk powdered milk still cost-effective? | Industry News
Since November, the price of raw milk has reached a new low in this cycle, and the import volume of bulk powder has been declining for eight consecutive months compared to the previous year; currently, domestic bulk powder has started to be exported at low stock prices to some major producing countries; experts believe that this trend of declining import of dairy products will continue.
The continuous inversion of raw milk prices has not resolved the "ranch crisis". Should we continue to slaughter cows?
①In the past year, the industry has been continuously 'slaughtering cows' to reduce overcapacity, but the situation of oversupply has not been reversed; ②The impact of oversupply of raw milk has fully appeared in the financial reports of large-scale farms and dairy enterprises; ③The current growth rate of raw milk production is further slowing down, and prices are expected to stabilize in the second quarter of 2025.
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YST DAIRY: Interim Report 2024
