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Wen\'s Shares: 2024 Semi-Annual Report
Wen\'s Shares: 2024 Semi-Annual Report Summary
Express News | Wens Foodstuff Says It Returns to Net Profit of 1.3 Bln Yuan in H1
Minsheng Securities: Pig prices continue to fluctuate in the high prosperity range, waiting for positive transmission in the post-cycle.
The number of newborn piglets has a turning point since October 2023. Pushing back six months means that April 2024 will mark the turning point for the number of pigs slaughtered, with later pig supply pressures easing month by month.
How to deal with the strong reality and weak expectations of pork prices according to Changjiang Securities?
Pork prices are showing strong present reality and weak expectations. A comprehensive analysis of capacity digestion, second-child policy, and pressure from raising pigs, this round of price increase is mainly driven by supply and demand relationship.
Swhy Research: Pig prices hit new highs, grasp the profits of livestock and poultry breeding, pay attention to the bottom of the industry and the transformation of seed industry.
Under weak demand and expectations, Swhy research believes that the supply side has a "expectation gap" which is the core reason for the strong performance of pig prices in this round, exceeding the main expectations of the industry and the market.
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