No Data
No Data
Hong Kong stock market concept tracking | Pig cycle continues to recover, many pig enterprises significantly increase profits in the second quarter (including concept stocks).
With the recovery of the pig cycle in the first half of this year, pig prices have also started to rise and surpassed the highest level of the past three years in June.
China Putian Food's Trading Suspension and Sale Update
China Galaxy Securities: Pig prices resumed upward trend this week. Subsequent profit elasticity may exceed expectations.
Currently, hog prices have entered an upward trend, while cost centers have shifted downward. The elasticity of hog farming profits is expected to exceed expectations. It is recommended to actively invest in the hog farming sector during short-term declines, taking into account the continuous cost reduction of excellent hog enterprises. This round of hog farming profits is expected to exceed market expectations.
Huachuang Securities: White chicken prices picked up in April, and the sector may be profitable or ushered in a turning point
The Zhitong Finance App learned that Huachuang Securities released a research report believing that the chicken cycle is coming. From a long-term perspective, the cost performance ratio and economic advantages of white chicken as the animal protein with the lowest feed-to-meat ratio will be further reflected, and the long-term growth of the industry has been highlighted; on the other hand, the size of leading companies has clearly expanded compared to the previous cycle, and the ability to redeem profits in this cycle is expected to increase significantly compared to the previous cycle. Industrial chain profits are concentrated in the upstream seedling chain, and advantageous breeding companies may obtain excess profits. According to the Association's monthly report, only 179,900 units were imported (accounting for 41%) of the ancestral renewal volume in January-April, and imports accounted for
Western Securities: The pig breeding sector is laid out at the right time to focus on listed pig companies with strong certainty in listing growth and steady management
Currently, there are obvious differences in Nengfan production capacity data under different calibers, but the month-on-month increase in the number of Ganglian/Yongyi Nengfan sows has narrowed, and the Ministry of Agriculture is expected to maintain a scale of around 39.9 million heads. According to data from the Ministry of Agriculture, the trend of industry capacity reduction is still being maintained.
Huatai Securities: Pig inflection point shows 24Q1 feed leader & pet sector welcomed a good start
The profit side of the 4Q1 pig breeding sector has now reduced losses, and profits from leading feed and pet sectors have bucked the trend. It is recommended to grasp the two main lines of agricultural stock investment in 2024 accordingly.
No Data