The Bird Flu outbreak in the USA has somewhat eased, and egg prices quickly fell in March.

① In the first week of March, the wholesale price of bulk eggs in the USA dropped by $1.20, with a national average price of approximately $6.85 per dozen, a decrease of 15% from the previous week; ② According to a report from the USA Department of Agriculture, there have been no significant outbreaks of highly pathogenic Bird Flu detected in the last two weeks, leading to weakened demand for eggs.

cls.cnMar 13 11:49 ET

"Winter goes, spring comes"? After the sharp drop in white feather broiler prices, they have increased by 40%. Profitability at the breeding end, many farmers still have lingering fears | Industry observation

On March 13, the actual transaction price of ShanDong white feather broiler chickens rose to over 3.5 yuan per pound, a 40% rebound compared to the extreme Low Stock Price of "10 yuan for 4 pounds" a month ago. Listed companies such as Spring Snow Food indicated that the prices of segmented products have recently warmed up, and the shipping situation has also slightly improved; the industry stated that the recovery of the white feather chicken Industry Chain is related to the recent market being in a supply gap due to the Spring Festival, leading to a decrease in the overall market supply of live chickens.

cls.cnMar 12 23:03 ET

Brokerage morning meeting highlights: There is still significant room for improvement in China Consumer, with service consumption having more space than Commodity consumption.

At today's Brokerage morning meeting, Tianfeng stated that Hong Kong stocks still have appeal for mainland investors from a configuration perspective; China Securities Co.,Ltd. predicted that the growth momentum of construction machinery domestic sales is expected to continue in March; China International Capital Corporation believes that there is still significant room for improvement in Consumer spending, and the space for service consumption is greater than that for Commodity consumption.

cls.cnMar 12 20:25 ET

New round of cycle starting point? In February, the excavator domestic sales data "exploded" while the main machine manufacturers remain "calm" | Industry observation

① In February of this year, domestic excavator sales increased by 99.4% year-on-year; exports increased by 12.7% year-on-year. ② In Q1, the production scheduling of upstream supporting manufacturers grew rapidly year-on-year, and this year may enter a new rising cycle.

cls.cnMar 10 09:42 ET

Greater infrastructure support is "on the way". How elastic are the orders in the Construction Machinery Industry?

① This year's government work report further releases Bullish Signals, supporting "two重" construction with greater intensity; ② Orders for related Construction Machinery companies show signs of recovery after the Spring Festival, and after the start of several major Infrastructure projects this year, the order volume for machinery manufacturers is expected to rise.

cls.cnMar 5 09:18 ET

A price changes daily! Chicks prices are rising while egg prices are falling. Strong supply and weak demand may continue | Industry news.

① With strong supply and weak demand, egg prices have fallen across the board, with current spot prices at 3.08 yuan/kg to 3.1 yuan/kg, and the price drop in the past month reaching 27%; ② Chick prices remain high, with Xiaoming Co., Ltd. setting a new high for average monthly sales in January in six months; ③ In the first half of 2025, the supply capacity of laying hens will be relatively abundant, and it is expected that current egg prices will continue to show weakness.

cls.cnFeb 19 04:43 ET