Minsheng Securities: Pig prices continue to fluctuate in the high prosperity range, waiting for positive transmission in the post-cycle.

The number of newborn piglets has a turning point since October 2023. Pushing back six months means that April 2024 will mark the turning point for the number of pigs slaughtered, with later pig supply pressures easing month by month.

Zhitong FinanceAug 26 02:07 ET

Swhy Research: Pig prices hit new highs, grasp the profits of livestock and poultry breeding, pay attention to the bottom of the industry and the transformation of seed industry.

Under weak demand and expectations, Swhy research believes that the supply side has a "expectation gap" which is the core reason for the strong performance of pig prices in this round, exceeding the main expectations of the industry and the market.

Zhitong FinanceAug 19 03:55 ET

Open Source Securities: Pig prices start to rise rapidly, and the supply of live pigs is expected to continue to be tight in the fourth quarter.

During the hot season from July to August, the consumption of fat pigs is low, but there is still a high premium for fat pigs reflecting the tight supply of market hogs. It is expected that in the future market, as the temperature gradually decreases and the premium for fat pigs drives up, the average weight of market hogs may gradually increase.

Zhitong FinanceAug 13 01:40 ET

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