Huatai Securities: The off-season will take full advantage. What should we pay attention to when investing in pig stocks?

Huatai Securities released a research report saying that pig prices have fluctuated and declined since April, but the pullback has not been significant. The off-season is over, pig prices are expected to rise steadily from May, 24Q2 pig prices may improve year on month, and drive pork's contribution to CPI to the right.

Zhitong Finance19:25 ET

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.

Zhitong FinanceApr 18 01:58 ET

Everbright Securities: The investment logic has switched from accelerated removal of production capacity to rising pig prices. Pig prices are expected to fluctuate at a low slope

As the amount of newborn piglets in the upstream shrinks and spreads to commercial pigs, compounded by a recovery in demand during the peak season, pig prices are expected to fluctuate upward at a low slope in April and May.

Zhitong FinanceApr 12 04:05 ET

Changjiang Securities: Non-linear capacity removal in the pig breeding industry may open up investment opportunities in the optimistic sector

Changjiang Securities released a research report stating that in the first quarter of 2024, when pig prices are still relatively low, it is expected that sector performance will continue to be under pressure, and the industry may begin to remove production capacity nonlinearly.

Zhitong FinanceApr 12 01:42 ET

League of Nations Securities: How do you view the changes in breeding sows in March?

Guolian Securities believes that considering the decline in production capacity over the past year, the current funding situation on the farming side has not recovered, and the upcoming rainy season is also putting pressure on the prevention and control of swine disease in the south. Currently, the market on the right side is still in its infancy, and continuity is still sufficient.

Zhitong FinanceApr 11 03:35 ET

Research Report Nuggets丨Guoxin Securities: The pigs released by Muyuan Co., Ltd. in '24 are expected to grow steadily year over year, maintaining a “buy” rating

According to the Guoxin Securities Research Report, Muyuan Co., Ltd. (002714.SZ) is a benchmark pig enterprise with an excellent management level. The cost has remained the highest in the industry for a long time, and the company continues to explore in 2023Q1-Q3. The total cost of commercial pigs is estimated to be about 14.5 yuan/kg, which is nearly 350 yuan in excess profit compared to the industry's single-head farming. The company has sufficient production capacity reserves. By the end of 2023, the number of breeding heads was 3.129 million, and 63.82 million pigs will be released in 2023. Steady year-on-year growth is expected in 2024. Based on the long-term accumulation of binary backcrossing breeding systems, the company is also expected to increase in the cycle

Gelonghui FinanceApr 9 03:14 ET