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Has the harsh winter passed? Pig feed demand is now picking up: a frontline salesperson sold 100 tons more in a single month compared to the beginning of the year.
①Affected by the recovery of the breeding market, the demand for first-line pig fodder is trending upwards. Some frontline fodder sales staff have reported: "In September, sales were 100 tons higher than in January."; ② Although pig feed has seen continuous improvement compared to the previous month, there is still a gap compared to the same period last year; ③ According to industry experts, the positive trend in pig feed demand, coupled with low raw material costs, may become a support point for future corporate performance improvement.
Huaan Securities: Production capacity recovery is significantly weak, pig prices will be supported in 2025.
Guoan Securities predicts that the later stage of pig price support may continue to be weak, and the speed of pig price decline in 2025 may be significantly slower, with the average price of slaughtered pigs in 2025 only slightly lower than in 2024.
CICC: Financial policy support strengthened, agricultural leader expected to have value restoration.
Recently, the State Council Information Office held a press conference to interpret the situation regarding financial support for the high-quality development of the economy, bullish on the leading companies in the relevant agriculture sector entering the value restoration channel.
Piglet prices 'halved', disagreement on restocking in breeding industry, industry expects pig farming to remain profitable next year | Industry Dynamics
①The price of piglets has plummeted, nearly halving from the highest point this year, with 7KG piglets in some regions falling to 140 yuan each; ② The sentiment of adding pens at the breeding end is now polarized, with some breeders stably adding pens while others are quite cautious; ③ Most breeders and industry experts are optimistic about the overall market outlook for next year, with profitability still being the main trend.
wens foodstuff group (300498.SZ): First buyback of 2.3256 million shares involving 35.8781 million yuan
On September 23, Gelonghui reported that Wens Foodstuff Group (300498.SZ) announced that it had implemented its first share buyback through a special account for buybacks using centralized bidding trading on September 20, 2024. The number of repurchased company shares was 2.3256 million shares, accounting for 0.0350% of the total share capital. The highest fill price for the share buyback was 15.50 yuan per share, the lowest fill price was 15.33 yuan per share, and the total fill price amount was 35.8781 million yuan (excluding transaction fees).
Is Wens Foodstuff Group (SZSE:300498) Using Too Much Debt?
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