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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).
Wens Foodstuff Group (300498.SZ): The internal DeepSeek model platform has now been built and deployed.
On February 21, Gelonghui reported that Wens Foodstuff Group (300498.SZ) stated on the investor interaction platform that the company is actively embracing cutting-edge technologies such as AI. An internal DeepSeek model platform has been established and deployed to assist in the company's production, operation, and management, enhancing work efficiency and quality.
Wens Foodstuff Group (300498.SZ): The eggs are mainly sold to the domestic market and have not yet entered the overseas market.
Gelonghui reported on February 20 that Wens Foodstuff Group (300498.SZ) stated on the investor interaction platform that the company's eggs are primarily sold in the domestic market, including the mainland market and Hong Kong and Macau, and have not yet entered the foreign market. In the future, the company will first focus on the domestic market, delving deep, refining, and perfecting the domestic market. When the time is right, the company will consider appropriately expanding into foreign markets.
Wens Foodstuff Group (300498.SZ): The average weight of slaughtered pigs in January 2025 is around 242 pounds per head.
On February 20, Gelonghui reported that Wens Foodstuff Group (300498.SZ) stated on the investor interaction platform that the average weight of live pigs sold in January 2025 would be around 242 pounds per head.
Wens Foodstuff Group (300498.SZ) has a net income of 9.245 billion yuan in 2024, turning losses into profits.
Wens Foodstuff Group (300498.SZ) released its 2024 annual performance report, with total operating revenue for 2024...
Investors Aren't Entirely Convinced By Wens Foodstuff Group Co., Ltd.'s (SZSE:300498) Revenues
