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gtja: Bullish on the continuing cyclicality with high pork prices and slow production growth.
gtja released a research report stating that the current hog prices are high and the breeding profits have significantly improved compared to the same period last year. In the second quarter, breeding profits turned from a loss to a profit, and it is expected that breeding profits will continue to grow quarter on quarter in the third quarter.
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.
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