Guojin Securities: The decline in pig supply gradually widened around April, and the gap is gradually reflected after the expected decline weakens
According to estimates of the number of sows that can be grown, the supply of pigs around April began to be lower than the same period last year, and the decline gradually widened. It is expected that as the impact of weight loss gradually weakens, the supply-side gap will gradually become apparent.
Shanxi Securities: The cycle is expected to gradually come to an end, and focus on the timing of the fourth “loss bottom” layout for pig farming
Whether looking at the reversal in 2024 or the reversal in 2025, we should pay attention to the timing of the fourth “loss bottom” layout of pig breeding stocks.
Tangrenshen Group: Corrections to the 2024 First Quarter Report
Tangrenshen Group: 2024 First Quarter Report (after correction)
Huaan Securities: Market logic shifts to cycle, high pig prices are worth looking forward to
The total reduction in this cycle was 9.1%, and the high pig price is worth looking forward to.
League of Nations Securities: The agriculture, forestry, animal husbandry and fishery industry was sluggish in '23, and the 24-year farming cycle is picking up
In 2023, the agriculture, forestry, animal husbandry and fishery industry is still in a dormant period at the bottom of the cycle. The downturn in the aquaculture industry has also spread to upstream feed, animal protection and other sectors. Small and medium-sized enterprises are under pressure to clear up one after another, and the pace of industry integration and acquisitions is accelerating.
Tang Renshen (002567.SZ): Revenue mainly consists of three major businesses: feed, pigs, and meat
Gelonghui, May 10 | Tang Renshen (002567.SZ) said on the investor interactive platform that the company's revenue mainly consists of three major businesses: feed, pork, and meat. The company's revenue declined in the first quarter, mainly due to a drop in feed prices combined with a decline in feed sales, which led to a year-on-year decline in feed sales revenue. In addition, there has been an increase in pig revenue.
Tangrenshen's Pig Sales Revenue Rises 14% in April
Tangrenshen Group (SHE:002567) earned revenue of 483.1 million yuan from selling pigs in April, up 14.2% from the previous year, the company said in its filing on the Shenzhen Stock Exchange. The Chin
CICC: Pig prices may start to rise, and pig companies' balance sheet recovery has entered a critical period
From an enterprise perspective, the current financial pressure on pig companies has reached a historical extreme, and the period of rising pig prices is a critical window for balance sheet repair. From an investment perspective, the current round of the market did not beat pig prices; the inflection point on the right side of pig prices is a key catalyst.
Even After Rising 5.0% This Past Week, Tangrenshen Group (SZSE:002567) Shareholders Are Still Down 54% Over the Past Five Years
Statistically speaking, long term investing is a profitable endeavour. But along the way some stocks are going to perform badly. To wit, the Tangrenshen Group Co., Ltd (SZSE:002567) share price mana
Tang Renshen (002567.SZ): From January to April, cumulative pig sales revenue of 1,816 billion yuan increased 9.42% year-on-year
Gelonghui, May 9丨Tang Renshen (002567.SZ) announced that in April 2024, the company sold 3154,000 pigs (including 264,200 commercial pigs and 512,000 piglets), and sold 26800 pigs in April 2023 (including 251,100 commercial pigs and 16,900 piglets), up 17.69% year on year, down 9.05% month on month; total sales revenue was 483.09 million yuan, up 14.22% year on year and down 6.93% month on month. From January to April 2024, the cumulative sales volume of pigs was 1.262,400 heads (of which 109 are commercial pigs
Tang Renshen (002567.SZ) announced first-quarter results, with a net loss of 198 million yuan, a narrowing of 41.94%
Tang Renshen (002567.SZ) released its report for the first quarter of 2024. The company's revenue was 4.88 billion...
Shanxi Securities: The pace of pig sales resumed in March, and the trend of capacity removal continued
The fourth “loss bottom” in the current cycle in 2024 is the first time since 2006 that there have been 4 “loss bottoms”, and the bottom of the cycle is expected to gradually come to an end.
China Post Securities: March capacity data diverged, pig prices may rise in the second half of the year
Moreover, currently pig prices have not yet entered the profit range, so there is no need to worry about the loss of production capacity as a result.
Tang Renshen (002567.SZ): Price cuts for raw materials such as corn and soybean meal have a relatively limited impact on the company's feed profitability
Gelonghui, April 17 | Tang Renshen (002567.SZ) said on the investor interactive platform that reducing the price of raw materials such as corn and soybean meal will reduce pig feed costs and help improve the company's profitability. In addition, the pricing method for feed products is mainly based on a cost plus pricing model, and the impact of price reductions on raw materials such as corn and soybean meal is relatively limited on the company's feed profitability.
Tangrenshen Group Co., Ltd's (SZSE:002567) Market Cap Dropped CN¥611m Last Week; Individual Investors Who Hold 57% Were Hit as Were Institutions
Key Insights The considerable ownership by individual investors in Tangrenshen Group indicates that they collectively have a greater say in management and business strategy 40% of the business is he
Tang Renshen (002567.SZ): Non-transactional transfer of the third phase of the employee stock ownership plan completed
Gelonghui, April 11, 丨 Tang Renshen (002567.SZ) announced that on April 11, 2024, the company received the “Securities Transfer Registration Confirmation” issued by the Shenzhen branch of China Securities Registration and Settlement Co., Ltd., and 5,924,985 shares of the company's shares held in the company's special securities account for repurchase were transferred through a non-transactional transfer to the “Tang Renshen Group Co., Ltd. - Phase III Employee Stock Ownership Plan” special securities account established by the company on April 10, 2024, accounting for 0.41% of the company's total share capital. The current employee stock ownership plan lasts for 36 months and is owned by employees
Tang Renshen (002567.SZ): As of April 10, the number of shareholders of the company was 62,258
Gelonghui, April 11 | Tang Renshen (002567.SZ) said on the investor interactive platform that as of April 10, the number of shareholders of the company was 62,258.
Tangrenshen Group's Hog Sales Rise 20.3% in March
Tangrenshen Group's (SHE:002567) hog sales incerased 20.27% year over year to 519.1 million yuan in March, according to a Wednesday filing with the Shenzhen bourse. Pig sales increased 30.38% to 346,8
Tang Renshen (002567.SZ): Total pig sales revenue in March was 519 million yuan, up 20.27% year on year
Gelonghui, April 9 | Tang Renshen (002567.SZ) announced that in March 2024, the company sold 346,800 pigs (including 289,000 commercial pigs and 57,800 piglets), and sold 266,000 pigs in March 2023 (including 243,300 commercial pigs and 25,700 piglets), up 30.38% year on year and 27.50% month on month; total sales revenue was 519.06 million yuan, up 20.27% year on year and 29.82% month on month. The cumulative sales volume of pigs from January to March 2024 was 947,000 heads (of which 82 are commercial pigs.
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