Our country is solidly promoting the action to enhance grain production capacity, and the seed industry is entering a period of intensive policy stimulation.
According to reports, this year, our country has solidly promoted a new round of grain production capacity enhancement actions aimed at increasing grain production by a billion pounds, implementing large-scale yield improvement actions for major crops such as grains and oils, and accelerating the construction of high-standard farmland. The Guosheng Securities pointed out that after 2021, policies represented by the seed industry revitalization plan have been intensively introduced, and the seed industry revitalization policies combined with Transgenic changes have led to an expansion of the Industry and a significant optimization of the landscape, currently entering a period of intensive policy and Transgenic information catalysis.
Pork company sales "sprint": More than 70% of the sales target completion rate exceeds 90%. December may continue to increase volume | Industry news.
① As of the end of November, over 70% of listed pork enterprises have exceeded 90% of their target for livestock output; ② Currently, smallholders and group pig farms are accelerating their output, leading to increased market supply of Pork, with limited strength in Animal Slaughter consumption, resulting in pork prices falling below 8 yuan; ③ The output of live pigs is expected to continue increasing in December.
New hope liuhe plans to transfer equity of multiple subsidiaries and equity investees to recover cash or exceed 1 billion yuan | Summary of the announcement.
① New hope liuhe intends to sell equity in multiple subsidiaries and affiliated companies; ② The actual controller of the company's trading counterpart is Liu Yonghao, who is the same actual controller as the listed company; ③ The total trade could bring back over 1 billion yuan in cash flow for the company.
Jinyu bio-technology: The industry is in the lowest point in history. New products next year will contribute to revenue growth | Direct coverage of the earnings conference.
① At the performance briefing, the chairman of jinyu bio-technology, Zhang Chongyu, admitted that the industry is currently at its lowest point in history; ② The company stated that competition in the pig vaccine market is fierce, and it will maintain its existing market share. Several new vaccines will be launched in the next two years, and it is expected that the new products will contribute a certain revenue increment next year.
Costs for 90% of pig enterprises have dropped to the range of 14 yuan: many companies say there is still room for cost reduction. Will profits stabilize next year? | Industry Observation
① 90% of the listed pork enterprises have reduced their costs to the range of 14 yuan per kilogram, including 5 enterprises such as Sunlon, Muyuan Foods, and Wens Foodstuff Group have reduced to the range of 13 yuan per kilogram; ② Many listed pork enterprises have indicated that there is still some room for cost reduction in the fourth quarter and next year; ③ Industry insiders believe that the cost reduction achievements have become the moat for the long-term development of pig enterprises. While helping companies expand profit margins, it also enhances the resilience of the companies against risks.
Corn seed industry competition intensifies, yuan longping high-tech agriculture Q3 net loss expands by 40% year-on-year | Interpretations
① Yuan Longping High-Tech Agriculture achieved revenue of 0.299 billion yuan in Q3, a year-on-year decrease of 60.27%, with a net loss of 0.587 billion yuan, an increase of 40.49% compared to the same period last year; ② The intensifying competition in the corn seed industry is the main factor leading to the company's declining revenue; ③ As of the end of the third quarter, the company's contractual liabilities amounted to 3.87 billion yuan, an increase of 14.8% year-on-year.