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China Galaxy Securities: The average pig price in 2025 will be under pressure compared to last year, with a focus on recommending "large pig enterprises."
However, supported by the low average prices of Fodder raw materials and improvements in breeding efficiency, excellent pig enterprises will accelerate cost optimization, and profits for outstanding pig enterprises in 2025 will still be considerable.
Express News | Wens Foodstuff: Hog Price Performance in 2025 May Be Slightly Lower Than Average Price in 2024
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.
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.