Higher Pork Prices Drive Stronger-than-Expected Rise in China's July Consumer Prices

MT NewswiresAug 8 23:00 ET

WH Group Serves Up Smithfield Spinoff To Support Overseas Expansion

BenzingaJul 24 12:26 ET

gtja Securities: strong reality, weak expectations, misalignment of pig cycle position and valuation level.

Under weak expectations but strong reality, the current spot price has already led the rise and exceeded expectations. Even if following the spot price, related companies still have room for valuation repair.

Zhitong FinanceJul 23 21:14 ET

China Merchants Securities: How is the excess profit of the pig industry formed?

The profitability of the future pig industry will be lower than each cycle before 2018, roughly ranging from 100 to 150 yuan, but higher than the irrational cycle in 2022.

Zhitong FinanceJul 23 01:54 ET

Due to the bird flu outbreak, Brazil, the world's largest exporter of chicken, has temporarily suspended exports to China and the European Union.

This news also caused a stir in the domestic market. Today, A-share pork and chicken stocks showed unusual activity in the afternoon. Xiaoming Stock surged more than 10%, followed by Huaying Agricultural Development, Hunan Xiang Jia Husbandry, Hunan Zhenghong Science and Technology Development, Shandong Yisheng Livestock & Poultry Breeding, and Shandong Minhe Animal Husbandry.

wallstreetcnJul 19 08:51 ET

Hong Kong Stock Concept Tracking | Pig prices rise and costs decrease, the "scissors difference" expands, and many pig companies' profitability recovers. Is the turning point of the cycle here? (Attached Concept Stocks)

According to the sales report released by the pig industry, the recovery of pork prices has brought sustained repair of corporate profitability.

Zhitong FinanceJul 18 19:46 ET