The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.
① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.
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National Bureau of Statistics: The price of live pigs (external three yuan) in late February remained stable compared to mid-February.
According to the monitoring of the market prices of 50 important production materials in 9 major categories across the country, compared to mid-February 2025, in late February 2025, the prices of 22 products rose, 26 decreased, and 2 remained unchanged.
Tianfeng: There may be no further reasons for continued pessimism in the spot market. Continuing to focus on recommending the Hog Farming Sector.
In summary, the Hog Farming Sector is at a valuation bottom with expectations differing, measured by cost leadership, capital supremacy, high growth in sales volume, and inexpensive valuations.
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National Bureau of Statistics: In early February, the price of live pigs dropped by 3.8% compared to late January.
According to data released by the National Bureau of Statistics, monitoring of market prices for 50 major commodities in nine categories in the national circulation sector shows that in early February 2025, compared to late January, the prices of 21 products increased, 20 decreased, and 9 remained unchanged.