Tianfeng Securities: The valuation is currently at a relatively low position, highlighting the value of the pig breeding sector.
In the situation where the previous production capacity has been fully utilized to drive the reversal of pig prices and the progress of supplementing the herd is limited, the industry has considerable profit space. Enterprises with strong cost control ability and high growth elasticity will obviously emerge as the bearish market leader with extended industry cycle length.
New Hope Liuhe (000876.SZ): As of July 19, the number of shareholders is approximately 0.204 million households.
On July 25, Gelunhui reported that as of the market close on July 19, New Hope Liuhe (000876.SZ) had approximately 0.204 million shareholders on the investor interaction platform.
New Hope Liuhe (000876.SZ): As of July 10, the total number of company shareholders is approximately 0.2036 million households.
New Hope Liuhe (000876.SZ) stated on the investor platform on July 17th that as of July 10th, the total number of shareholders was approximately 0.2036 million households.
New Hope Liuhe (000876.SZ): The exit cost per kilogram in the operating line in June has dropped to 14.5 yuan/kg.
New Hope Liuhe (000876.SZ) stated on the investor interaction platform on July 17th that the slight increase in the asset-liability ratio in the early stage was mainly due to losses, and the company has achieved profitability since the second quarter of this year. The subsequent debt ratio will gradually decrease. At the same time, the company is continuously improving from various cost and main production indicators. In June, the exit cost of the operating field has dropped to RMB 14.5/kg. From the bank's perspective, the company's debt structure is very sound and is currently proactively optimizing the debt structure and reducing financing costs. Finally, the company is also continuing to promote the introduction of some assets, as well as private placements.
Tianfeng Securities: The value of the pig breeding sector is prominent. Companies with high growth elasticity may clearly emerge from the alpha market.
Tianfeng Securities released a research report stating that with the sufficient clearance of previous production capacity and limited progress in replenishing pig farms, the industry has considerable profit space in the lengthening of the business cycle during a bearish period for hog prices.
An important signal has appeared! The industry leader has started making money.
Pig cycle turning point
New Hope Liuhe (000876.SZ): The gene chip required for the independently designed whole genome selection technology is cost-saving compared to imported chips.
On July 10th, Gelonhui reported that New Hope Liuhe (000876.SZ) stated on the investor interaction platform that the company uses genetic testing technology and its independently designed full-genome selection technology requires gene chips that save costs compared to imported chips.
New Hope Liuhe: 2023 Annual Report (English Version)
New Hope Liuhe: 2024 Interim Performance Forecast
Express News | New Hope Liuhe Says June Hog Sales 2.3 Bln Yuan, up 18.4% Y/Y
Express News | New Hope Liuhe Sees H1 Net Loss of 1.2 Bln Yuan
New Hope Liuhe (000876.SZ) announced pre-loss, with an expected net loss of 1.2 billion yuan in the first half of the year, with a narrowing loss.
New Hope Liuhe (000876.SZ) disclosed its performance forecast for the first half of 2024, with the company expecting a net profit attributable to shareholders...
The Past Five Years for New Hope LiuheLtd (SZSE:000876) Investors Has Not Been Profitable
Huaxi Securities: Unexpected Rise in Pork Prices Boosts Livestock Industry Chain
According to the research report released by huaxi, as of June 25th, 2024, the pig prices for Q1/Q2 2024 were 14.44/16.20 yuan/kg respectively, with a year-on-year change of -3.86%/+13.02%. The Q2 pig price rose unexpectedly. With the rise of pig prices and the improvement of fundamentals, both self-breeding and purchased piglet breeding have achieved profits. With further cost optimization and pig price rise, the per capita profit is expected to gradually increase, and the valuation level is currently at a relatively low position. The certainty of the cyclical reversal has increased, and it is recommended to continue to pay attention to the good financial condition.
New Hope Liuhe (000876.SZ): Currently, the proportion of imported pork in the overall domestic pork supply is relatively small.
On June 25, 2024, New Hope (000876.SZ) held an earnings conference and was asked how much the national restriction on imported pork would improve New Hope's performance. The company responded that currently, the proportion of imported pork in the domestic pork supply is relatively small, and restrictions on imports would have a certain positive effect on domestic pork prices, but the impact would not be too great.
New Hope Liuhe (000876.SZ): Currently, the average daily weight gain of the company's fattening animals is close to 690g.
On June 25, 2024, New Hope Liuhe (000876.SZ) held a performance briefing. When asked about "how much is the approximate daily weight gain of the company's fattened animals?", the company replied that currently the daily weight gain of the company's fattened animals is close to 690g.
New Hope Liuhe (000876.SZ) plans to sell around 15 million pigs throughout the year.
On June 26th, Gelunhui reported that New Hope Liuhe (000876.SZ) held a performance briefing on June 25th, 2024. When asked about the number of hogs to be sold from July to December of the second half of the year, the company replied that it plans to sell about 15 million heads of hogs for the whole year.
New Hope Liuhe (stock code 000876.SZ) is not currently involved in any special treat risks.
On June 25th, GeLongHui reported that New Hope Liuhe (000876.SZ) stated on the investor interactive platform that the company's operation is currently healthy and does not involve ST risks. From the current perspective, April and May have already turned from break-even to profitability, which is a very good sign. If stable profitability is achieved in the future, the company would like to create greater value for shareholders from its own perspective, and will implement a corresponding dividend plan based on profitability, asset-liability ratio and cash situation.
Xingyuan Environment Technology (300266.SZ): New Hope Liuhe Investment Group plans to increase the capital of Xingyuan Environment by no more than 500 million yuan in debt to the company.
On June 24th, GeLongHui announced that Hangzhou Xingyuan Environment Protection Equipment Co., Ltd. (referred to as "Xingyuan Environment") is a wholly-owned subsidiary of Xingyuan Environment Technology (stock code: 300266.SZ), and New Hope Investment Group Co., Ltd. (referred to as "New Hope Investment Group") is a legal person holding more than 5% of the company's shares. New Hope Investment Group plans to increase capital to Xingyuan Environment with the debt rights of no more than 500 million yuan (hereinafter referred to as "Debt Rights") it enjoys on the company. The final way and amount of capital increase shall be subject to the capital increase agreement signed by both parties. After the capital increase is completed, the company will still be the controlling shareholder of Xingyuan Environment, and this capital increase does not involve public
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