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Muyuan Foods' Pig Sales Revenue Rises in May
Muyuan Foods (SHE:002714) earned revenue of around 10.5 billion yuan in May, higher than 9.49 billion yuan a year earlier, the company said in its filing on the Shenzhen Stock Exchange. The Chinese po
Express News | Muyuan Foods Says May Hog Sales at 10.5 Bln Yuan
Guojin Securities: Cycle reversal time is getting closer, it is recommended to actively lay out investment opportunities in the pig sector
Guojin Securities released a research report saying that after April '24, the deposit of sows that could be bred 10 months ago began to turn negative year on year, although behaviors such as equal weight and secondary fattening of pigs may have had an impact on short-term supply.
China Galaxy Securities: Pig prices rose year on year in '24, H2 average price was significantly better than H1 with high certainty
If MSY was within +0.39 year on year in '24, then the number of fat pigs released declined year on year, and the average annual price of pigs increased year on year. At the same time, considering the gradual intensification of the conflict between supply and demand, the average price of 24H2 pigs is significantly superior to H1 with high certainty.
China Post Securities: Disruptive factors such as reduced supply have weakened, and pig prices are expected to continue to rise moderately after May
Pig prices are expected to continue to rise moderately after May, as disruptive factors such as reduced supply and secondary education have weakened. At the same time, farming costs will continue to decline, driven by factors such as rising farming standards and falling feed prices.
China Galaxy Securities: The upward trend in pig prices is showing active grasping of the layout of the farming chain
The livestock and poultry farming chain is still the current focus. The focus is on low layout opportunities in the pig cycle, comprehensively considering the length of losses in the industry, the extent to which sows can be raised, and expectations of the intensification of future supply and demand conflicts, taking into account the industry's historical low valuation, and focusing on high-quality pig companies with leading cost control and good financial resources.
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