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China Post Securities: it is expected that the pig price will be more likely to rise than fall in the second half of the year, and the profitability of the industry may exceed the market expectations.
Although the current weak demand limits the rise of pork prices, the reduced supply will support the prices, and the relatively tight supply pattern may last for a long time. If demand improves slightly in the second half of the year, the stimulating effect on prices will be greater than before.
Tangrenshen group (002567.SZ): Animal slaughter capacity has not yet covered the company's existing output.
Tangrenshen Group (002567.SZ) stated on its investor interaction platform on July 18th that the company currently has animal slaughter capacity in Zhuzhou, Hunan Province and Nanle County, Henan Province. The current slaughter volume is relatively small and has not been able to cover the company's existing production volume.
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.
While Institutions Invested in Tangrenshen Group Co., Ltd (SZSE:002567) Benefited From Last Week's 6.7% Gain, Retail Investors Stood to Gain the Most
Pacific Securities: The upward trend in mid-term pig prices is still present. Focus on investment opportunities in the sector.
Affected by summer vacation, pork consumption may be weak in the short term, but overall demand has already hit the bottom and is expected to gradually improve in August and September.
Tangrenshen group (002567.SZ): Currently, the cost reduction progress of the company's hog farming business basically meets expectations.
Tangrenshen Group (002567.SZ) stated on their investor platform on July 16 that the company has always been committed to building a low-cost production system. Currently, they mainly reduce the cost of hog farming through optimizing fodder formulas, reducing raw material procurement prices, optimizing immune programs, improving sow varieties, enhancing pig herd health, and reducing mortality costs. At present, the company's hog farming costs are decreasing as expected.
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