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Market Chatter: China Renews Registrations for US Pork, Poultry Exporters
China Putian Food Holding Limited Provides Monthly Update on Receivership and Trading Suspension
National Bureau of Statistics: The price of live pigs (external three yuan) in late February remained stable compared to mid-February.
According to the monitoring of the market prices of 50 important production materials in 9 major categories across the country, compared to mid-February 2025, in late February 2025, the prices of 22 products rose, 26 decreased, and 2 remained unchanged.
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.
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.
The "cost battle" continues! Pork supply is expected to increase. Will pig enterprises still be able to "earn easily" this year?
① In January, many listed pig companies recorded year-on-year growth in sales revenue, with significant sales revenue increases for Tangrenshen Group and Zhengbang Technology; ② In January, pig prices dropped again, although they increased compared to the same period last year, the overall trend in the past six months has been a downward fluctuation; ③ As hog supply gradually increases, the profitability of pig companies in 2025 may be weaker than in 2024.
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