Farming
- 421.064
- -2.510-0.59%
August is the peak period of profitability for pig enterprises, with daily profits exceeding one billion yuan. | Industry News
①In August, the pig market continued to recover, with sales prices of major pig companies reaching a new high this year; ②The peak of profitability for pig companies still focuses on reducing costs and increasing efficiency. Muyuan Foods, Shennong Group, and Wens Foodstuff Group have all reduced their fully loaded costs to below 14 yuan/kg; ③Some industry insiders believe that breeding companies will continue to maintain a considerable profit trend this year.
The pig market is recovering, and new hope liuhe has significantly reduced losses in the first half of the year. However, the fodder business is quietly under pressure. Interpretations of the financial report.
① The recovery of the pig market supported New Hope's significant reduction in losses in H1, and turned losses into profits in Q2. ② The company's fodder business is under pressure, with a 16% YoY decrease in revenue and a 0.79 percentage point decline in gross margin. ③ Some industry experts pointed out that pig prices are expected to remain high in the second half of the year, and the third and fourth quarters will be the main profit period for pig enterprises.
Hog farming industry rebounds, leshan giantstar farming&husbandry corporation turns loss into profit in Q2, but stock price plunges to near half! | Interpretations of financial reports.
hog farming is rebounding, leshan giantstar farming&husbandry corporation significantly reduced losses in H1 and achieved a turnaround in Q2; in H1, the company's hog production reached 1.0945 million heads, with commodity hogs reaching 1.0618 million heads, a year-on-year increase of 24.69%; although the performance has improved, the company's stock price has plummeted since June.
The recovery of the live pig market, ST Tianbang H1 turns loss into profit, and the pre-reorganization progresses as the company's debt decreases | interpretations
①ST Tianbang achieved a net profit of 0.174 billion yuan after non-deductible adjustments in Q2, compared to a net loss of 0.455 billion yuan after non-deductible adjustments for the company in Q1, indicating a significant improvement in the main business performance; ②During the reporting period, the company's food business grew significantly, but it remained in a loss state; ③The company made certain progress in reducing its debt, with total debt decreasing by 3.577 billion yuan since the beginning of the year and the debt ratio decreasing by 8.33 percentage points.
The selling price of Baiyu Chicken products is weak. Shandong Xiantan had a non-GAAP loss in the first half of the year. | Interpretations of the financial report.
①The sales price of chicken products decreased compared to the same period last year, and the company's revenue and net income declined significantly, with a loss in net income after deduction of non-recurring items. ②Pre-cooked food is an important focus for the company. In the first half of this year, the company achieved sales of approximately 1,221.40 kilograms of pre-cooked food, a year-on-year increase of 61.14%.
Has the pig cycle reversed? "Top pig farmer" Muyuan Foods is expected to turn a profit in the first half of the year, with quarterly profits exceeding 3 billion!
Is it finally the turning point for the hog cycle as "Second Brother" rebounds and listed pig companies forecast a return to profit? On Wednesday evening, listed pig breeding enterprise Muyuan Foods announced its performance forecast for the first half of 2024. The announcement indicated that Muyuan Foods is expected to achieve a net profit attributable to shareholders of RMB 0.7-0.9 billion in the first half of 2024, reversing its losses from the same period last year. The basic earnings per share will be between RMB 0.13 and RMB 0.17, compared to a loss of RMB 0.52 per share during the same period last year. The company stated that the main reason for the return to profit in the first half of 2024 was the increase in the number of hogs sold and the average selling price of hogs, as well as the decrease in the cost of hog farming during the reporting period.
Chevrolet's “magic car” left lonely
An inflection point for second-tier joint venture brands.
Ningde Times, China Shenhua, Muyuan Co., Ltd.... A number of A-share giants are forecasting annual results!
On the evening of January 30, a number of A-share listed companies announced their 2023 annual results forecasts. A few companies are happy and a few are sad. The Ningde Era expects net profit to increase by more than 30% over the same period last year, reaching 42.5 billion yuan to 45.5 billion yuan, with daily earnings exceeding 116 million yuan; China Shenhua's profit in 2023 will drop 9.9% to 14%, and the drop in coal prices will affect performance. Sluggish pig prices have caused most listed pig companies to report losses in 2023, and industry differentiation has intensified. Among them, Muyuan Co., Ltd. expects a net loss of 3.9 billion to 4.7 billion yuan in 2023, and a profit of over 13.2 billion yuan in 2022. The price of lithium carbonate fell sharply, with a decline of more than one year
Gold River Productions, Inc. (D/B/A Trans American Aquaculture) Continues to Build Board of Directors
Origin Agritech stock gains premarket on $35M order from Muyuan Foods
Origin Agritech Receives $35M Order From Muyuan Foods
Review of December 24: full momentum this week, release the volume of the main funds to attack 5 shares next week.
December 24 news, the three major indices opened low, and then Prev maintained a low consolidation, the gem index led two cities down. In terms of the plate, medicine-related plates collectively rose, Chinese medicine stocks led the rise, food processing, retail and other consumer stocks were active against the trend; lithium batteries, photovoltaic, energy storage and other new energy tracks fell across the board, of which the weight fell more than 9% in the Ningde era. The index continued to weaken in the afternoon, with the gem index falling 2.7% at one point. Cultivate diamond, NFT concept stocks pull up; automobile, rare earth, fluorine chemical industry, digital currency and other sectors in the doldrums. Overall, market sentiment cooled, individual stocks showed a general downward trend, the two markets
New Hope Liuhe Sells $1.3 Billion Renminbi Convertible Bonds; Shares Rally 9%
6 times on the list on the 5th, Xiaoming shares "20CM" rose by the daily limit, and the turnover rate was as high as 44.75%.
Securities Star data Center News, according to the trading public information released by the Shanghai and Shenzhen Stock Exchange on September 27, 2021, Xiaoming shares (300967) the top five securities with a daily turnover rate of 30 per cent due to price restrictions and the top five securities with daily closing prices up to 15 per cent with price limits are on the list. This is the sixth time in the last five trading days that it has been on the list. By the end of the day, Xiaoming shares closed at 23.28 yuan, an increase of 20.0%, with a turnover of 199500 lots. Xiaoming shares closed at 23.28 yuan, up or down 20.00%, with a turnover rate of 4%.
Analysis of the limit of Xiaoming shares on September 27: chicken raising, big agriculture, rural revitalization concept hot stocks
Securities Star data Center News, Xiaoming shares rose the limit to close, closing price 23.28 yuan. The stock rose by the daily limit at 10:49, but did not open the limit. The closing capital was 51.1209 million yuan, accounting for 4.93% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 69.0014 million yuan, the net inflow of hot capital was 62.4 million yuan, and the net outflow of retail funds was 35.3573 million yuan. In the past 5 days, the capital flow is shown in the following table: this unit is a hot stock of chicken raising, big agriculture and rural revitalization, and the concept of raising chickens rose 7.32% on the same day. The investment logic of the unit is as follows: 1. Domestic leader
Afternoon review: Prev fell 1.3%, A-share "drink and eat meat" market more than 170 stocks fell by the daily limit
By midday, the three major A-share indexes were up and down, with the Prev down 1.3% and the Shenzhen Composite Index down 0.55%. The gem index was up 0.43%. From the market point of view, liquor, pork, chicken and other concepts led the increase. In the liquor sector, Guizhou Moutai trading limit, Gujing tribute wine, Luzhou laojiao trading limit, Wuliangye close to the limit; in the pork plate, Muyuan shares rose more than 8%; in the chicken concept, Xiaoming shares 20CM, Shengnong development limit. However, under the condition of A-share "drinking and eating meat", as many as 3800 companies in the two cities fell, while the number rose to only 600. the number of companies that fell to the limit reached 176,
Pork stocks rose against the trend Muyuan shares rose 7% counter-attack market opened?
On September 27, the pork plate continued to pull up. As of press time, Shunxin Agriculture, Muyuan shares, New Hope, Lihua shares, Huatong shares rose more than 7%, and other shares rose to varying degrees. On the news of the start of the second round of collection and storage, the state has launched the second round of pork collection and storage this year in order to cope with the rapid decline in pig and pork prices. A few days ago, the Chinese Merchants Reserve Commodity Management Center issued a notice that the second round of the second round of central reserve frozen pork in 2021 will be held on October 10. This time, 30,000 tons of pork will be listed and traded, compared with 20,000 tons of the first pork collection and storage auction in 2021.
Wen's shares: with the participation of well-known institutions Juming Investment, a total of 33 institutions investigated our company on September 16.
Wen's shares (300498) issued a notice on September 17, 2021, saying: Tianfeng Securities Wu Li, Chen Xiao, Xiao Wenjin, Pan Gaowa, RaymondLuo, Huaxia Fund Liu Ruicong, Fanshui Spring Investment Wang Fan, Yinhua Fund Su Jingran, China Life Insurance Company Limited Endowment Insurance Hu Zhongli, CICC Capital Management Hot Spring Fang Rongjia, Cathay Pacific Life Insurance Hu Siyu, Yong win Fund Lu Kailin, Ju Ming Investment History Book, Shanghai Bank Fund Zhou Yueyang, Xinhua Capital Manager Yang Sisi, Tianan property Insurance Su Yang, Gophie Asset Fenglai, Guotai Junan Capital Management Liu Hansi, Chongshan Investment Yang Shanshan, CITIC Construction Investment Liu Guangzong, CITIC Cai Jianlei, Xi Hongzhong
RMB701.4M Net Outflow from COSCO SHIP HOLD from Northbound Trading of SH-HK Connect
Comments: lithium stocks fell and stopped, A shares encountered "Black Thursday"
Today, the three major A-share indexes collectively closed down, of which the Prev index fell 1.34%, the Shenzhen index fell 1.91%, the gem index fell 2.24%, and northward funds sold 3.014 billion yuan net throughout the day, of which Shanghai Stock Exchange bought 146 million yuan and Shenzhen Stock Exchange sold 3.16 billion yuan. On the disk, lithium batteries, salt lake lithium extraction, photovoltaic, energy storage and other plates led the decline. In the upstream and downstream plates of lithium electricity, Tianqi Lithium Industry, Ganfeng Lithium, Tibet Everest, Tibet Mining, Huazi Science and Technology, Salt Lake shares fell by the limit; in the photovoltaic plate, CNC, Qibin Group fell by the limit, and Jinbo shares fell by more than 11%; in the energy storage plate