Animal Vaccines
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Pork company sales "sprint": More than 70% of the sales target completion rate exceeds 90%. December may continue to increase volume | Industry news.
① As of the end of November, over 70% of listed pork enterprises have exceeded 90% of their target for livestock output; ② Currently, smallholders and group pig farms are accelerating their output, leading to increased market supply of Pork, with limited strength in Animal Slaughter consumption, resulting in pork prices falling below 8 yuan; ③ The output of live pigs is expected to continue increasing in December.
Jinyu bio-technology: The industry is in the lowest point in history. New products next year will contribute to revenue growth | Direct coverage of the earnings conference.
① At the performance briefing, the chairman of jinyu bio-technology, Zhang Chongyu, admitted that the industry is currently at its lowest point in history; ② The company stated that competition in the pig vaccine market is fierce, and it will maintain its existing market share. Several new vaccines will be launched in the next two years, and it is expected that the new products will contribute a certain revenue increment next year.
Costs for 90% of pig enterprises have dropped to the range of 14 yuan: many companies say there is still room for cost reduction. Will profits stabilize next year? | Industry Observation
① 90% of the listed pork enterprises have reduced their costs to the range of 14 yuan per kilogram, including 5 enterprises such as Sunlon, Muyuan Foods, and Wens Foodstuff Group have reduced to the range of 13 yuan per kilogram; ② Many listed pork enterprises have indicated that there is still some room for cost reduction in the fourth quarter and next year; ③ Industry insiders believe that the cost reduction achievements have become the moat for the long-term development of pig enterprises. While helping companies expand profit margins, it also enhances the resilience of the companies against risks.
Q3 net profit increased by more than 30 times year-on-year wens foodstuff group plans to distribute a large cash dividend of 0.995 billion yuan | interpretations
①Wens Foodstuff Group achieved a net income attributable to the parent company of 5.081 billion yuan in Q3, a year-on-year increase of 3097.03%; ②High pork prices, low costs, and increased sales volume drove the company's performance growth, with pork sales in the first three quarters increasing by 17.63% year-on-year and chicken sales increasing by 1.04% year-on-year; ③The company also announced a profit distribution plan on the same day, proposing to pay a generous cash dividend of 0.995 billion yuan.
In the fourth quarter, the pig prices staged a "ultimate showdown" between bulls and bears, determining whether the pork industry will be "fat or lean" next year. | Industry Observations
1. The price of pork has been continuously falling for two months during the traditional strong period, with a decline of more than 20%; 2. Behind the decline is the increase in slaughter caused by the expansion of piglets and the concentrated slaughter in the second fattening, forming a downward momentum together; 3. If the pork price in the fourth quarter is not good during the peak season, the pig cycle may either rise directly or come to an end. If the pork price realizes an upward pig cycle, pig enterprises and the breeding industry are still expected to have a prosperous year in 2025.
Shanghai Shen Lian Biomedical Corporation: Intensified competition weakens the leading profit of pig vaccines, will expand new product development | Directly hit earnings conference
1. Affected by the sluggish downstream livestock breeding market and price decline, the leading pig vaccine maker Shanghai Shen Lian Biomedical Corporation experienced an increase in revenue but not in profit; 2. Nie Dongsheng stated at the earnings conference that in the second half of 2024, Shanghai Shen Lian Biomedical Corporation will timely adjust short-term, medium-term, and long-term operating goals, expand market development and global strategic layout of new products, including cattle and sheep foot-and-mouth disease inactivated vaccines, increase the sales proportion of pig circovirus vaccines, and at the same time, have products entering the supply chain system of multiple large-scale breeding groups.
Higher pork prices have enabled listed pig enterprises to enter a "profit-making mode", with Beijing Dabeinong Technology Group's Q3 achieving the peak of annual profits.|interpretations
①Supported by the rise in pork prices, Beijing Dabeinong Technology Group expects to achieve a net income of 2.8 billion-3.2 billion yuan in Q3, a year-on-year growth of 308.4%-338.17%; ②Some industry insiders believe that the breeding sector may continue to maintain reasonable profitability in Q4, and Beijing Dabeinong Technology Group may benefit from the dual-track performance support of the hog and seed sectors.
In September, the group's pig farming enterprises actively slaughtered, and the profitability of Q4 breeding may continue | Industry Trends
1. The pig price continues to rebound, combined with the continued decline in costs, resulting in simultaneous increase in quantity and price of pig enterprises in the third quarter; 2. The average selling price of the group's pig enterprises in September is between 18.6 yuan/kg and 19 yuan/kg, with most pig farms' breeding costs around 14 yuan/kg, demonstrating considerable profitability for breeding enterprises; 3. It is widely believed within the industry that there is still profit potential for pig enterprises in the fourth quarter.
Has the harsh winter passed? Pig feed demand is now picking up: a frontline salesperson sold 100 tons more in a single month compared to the beginning of the year.
①Affected by the recovery of the breeding market, the demand for first-line pig fodder is trending upwards. Some frontline fodder sales staff have reported: "In September, sales were 100 tons higher than in January."; ② Although pig feed has seen continuous improvement compared to the previous month, there is still a gap compared to the same period last year; ③ According to industry experts, the positive trend in pig feed demand, coupled with low raw material costs, may become a support point for future corporate performance improvement.
Piglet prices 'halved', disagreement on restocking in breeding industry, industry expects pig farming to remain profitable next year | Industry Dynamics
①The price of piglets has plummeted, nearly halving from the highest point this year, with 7KG piglets in some regions falling to 140 yuan each; ② The sentiment of adding pens at the breeding end is now polarized, with some breeders stably adding pens while others are quite cautious; ③ Most breeders and industry experts are optimistic about the overall market outlook for next year, with profitability still being the main trend.
Can't the stock price keep up with the price of pork? Wens Foodstuff Group intends to buy back shares in large quantities to protect the market | Speed read announcement
1. wens foodstuff group announced this evening that it plans to repurchase shares at a value of 0.9 billion to 1.8 billion yuan; 2. Since June, the company's performance has continued to improve, with the average selling price showing a monthly upward trend; 3. Since June, the secondary market performance of related pork stocks has been sluggish, with wens foodstuff group's stock already falling by 28.67%.
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.
Zhejiang Hisun Pharmaceutical: Give up the pharmaceutical distribution raw material business, leading to a decline in H1 revenue. Sales of Olsalazine increased significantly compared to the same period last year.
①At the earnings conference, the CFO of Zhejiang Hisun Pharmaceutical explained that the decline in H1 revenue was due to the company's abandonment of low-margin pharmaceutical distribution raw material business and other factors. ②President Xiao Weihong addressed questions about the growth in endocrine drug revenue and the future business model of the animal health sector.
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 animal protection industry is under pressure, with pulike biological engineering,inc. H1 net profit falling by more than thirty percent. The pet track may become a new growth point. | Interpretations
① The net income of the animal protection industry in H1 generally declined, with Pulike Biological Engineering, Inc. declining by more than 30%, but the company's Q2 net income has narrowed compared to Q1; ② The company's pet track has made a breakthrough in H1 and may become a new growth point for future performance; ③ Looking ahead to the second half of the year, when the downstream animal husbandry industry's profits rebound, the upstream animal protection enterprises' profits will also show an upward trend.
Beijing Dabeinong Technology Group turned its losses into profits in Q2 of the pig cycle, and the dual tracks of breeding and pigs may become a support point for H2 performance.|Interpretation of financial statements
① With the upward impact of the pig cycle, Beijing Dabeinong Technology Group significantly reduced its losses in the first half of the year and turned losses into profits in the second quarter; ② Hindered by the overall downturn in the fodder industry, the company's fodder sales volume decreased by 8.92% year-on-year during the reporting period; ③ The pig market in the second half of the year is expected to remain at a high level, and the company's seed profits will also be reflected in the second half of the year. The dual-track development strategy will provide support for H2 performance.
Tianjin Ringpu Bio-Technology Raises $207 Million From Private Placement
Analysis of Qingdao Vland Biotech Inc.'s surge to the daily limit on September 27: hot stocks in the concepts of fodder and animal health.
According to Securities Star Data Center, Qingdao Vland Biotech Inc. closed at a trading limit with a closing price of 20.52 yuan. The stock hit the trading limit at 9:37 without breaking through it, and the sealed capital as of the closing time was 24.633 million yuan, accounting for 1.15% of the market value. As for the capital trend data, block orders had a net inflow of 40.8658 million yuan, followed by individual investors with a net inflow of 40.0947 million yuan and retail investors with a net outflow of 23.2814 million yuan. Please refer to the following table for the capital trend in the past five days. It is a stock in the fodder and animal health concept, and the fodder and animal health concepts rose 1.86% and 0.17%, respectively, on the day.
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.
A picture to understand the 2021 report of pre-science biology.
Securities Star data Center News, pre-Science Biology 2021 reported that the company's main income was 545 million yuan, up 53.49% from the same period last year; the net profit was 286 million yuan, up 56.45% from the same period last year; deducting 279 million yuan from non-net profit, up 53.96% from the same period last year; debt ratio 14.03%, investment income 2.5633 million yuan, financial expenses-29.2556 million yuan, gross profit margin 81.69%. There are four new shareholders in this period. China China Construction Bank Corporation Co., Ltd.-Castrol Agricultural Industry Equity Securities Investment Fund holds 2.216913 million shares, accounting for the proportion of outstanding shares.