雨潤食品:二零二三年年報
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.
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.
Caitong Securities: The pig cycle is declining for a long time, can CPI rise?
The Zhitong Finance App learned that CaiTong Securities released a research report saying that the current pig cycle is at the bottom of the downward cycle. The current upward phase has continued for 6 months, while the downward phase has continued for about 16 months, which is close to 3 times the upward period.
Yurun Foods (01068) announced annual results. Loss attributable to shareholders of HK$148 million increased 881.85% year-on-year
Yurun Foods (01068) announced its annual results for the year ended December 31, 2023, with a group revenue of 14.11...
雨潤食品:截至二零二三年十二月三十一日止財政年度全年業績公佈
YURUN FOOD: PROFIT WARNING
Yurun Foods (01068.HK) held a board meeting on March 27 to approve publication of annual results
Gelonghui March 13 | Yurun Food (01068.HK) announced that the company will hold a board meeting on March 27, 2024 (Wednesday) to approve (among other things) the publication of the annual results announcements of the Company and its subsidiaries for the year ended 31 December 2023, and to consider the payment of a final dividend (if any).
YURUN FOOD: DATE OF BOARD MEETING
Huachuang Securities: Eryu enters the market to support pig prices and the trend of capacity removal remains unchanged
Huachuang Securities released a research report saying that the slaughter rate has gradually returned to normal, and the price difference between standard fertilizer has greatly supported Eryu's entry into the market, driving price fluctuations to strengthen.
SDIC Securities: The food and beverage industry is resilient and clearly actively recommends companies with changing competitiveness during the off-peak season
China Investment Securities believes that sector valuations are still at the bottom, excellent companies can still have excess profits, and continue to recommend the sector.
Yurun Foods (01068) fell 8.00% to 0.161 yuan, hitting a 52-week low
As of 11:06, Yurun Foods (01068) fell 8.00% from yesterday's closing price and is now reporting a 52-week low of $0.161; the trading volume is 65,000 shares, with a turnover of HK$11,300.
Xiangcai Securities: The pig cycle is still bottoming out in the second half of the year or may usher in a relatively impressive rise
After the peak season of the Spring Festival, we ushered in a relatively low season. There was not much loss of production capacity in the first half of the year. The number of pigs released in the second half of the year will decline. At that time, pig prices may experience a relatively considerable rise.
CICC: How should pig companies lay out pig stocks to increase losses during peak season?
The Zhitong Finance App learned that CICC released a research report saying that due to supply pressure constraints, the peak season for 23Q4 pig prices was not strong and showed a downward trend from month to month. The rebound during this period lasted a short period of time and was weak, and the average loss in the pig breeding industry generally increased.
Huatai Securities: The pig cycle trend is gradually becoming clear and the breeding sector is being actively laid out
Pig prices and costs are under double pressure, and the pig industry is in the middle of winter.
CICC: How to evaluate the current financial pressure on pig companies?
Pig companies increased their leverage proactively during the period of high pig prices. In the current context where pig prices continue to weaken, they generally face greater financial pressure.
Open Source Securities: Fat pigs are concentrated, pig prices are not strong during the peak season, and diversification is expected to continue under multiple pressures
Looking ahead to January 2024, pig supply pressure is still strong, but demand is still supported before the Spring Festival. Pig prices are expected to fluctuate slightly due to low fluctuations.
Cathay Pacific Junan: Low pig prices, the industry continues to lose production capacity, and the direction of the 2024 pig cycle is becoming more and more clear
Pig prices were sluggish in 2023, and the industry continued to lose production capacity. The direction of the 2024 cycle became more clear. The direction of prosperity was more important than the short-term price pace, and if you look at it, the prospects are becoming more and more bright.
Debon Securities: Pig prices fluctuate and fall, and the pig industry will continue to lose production capacity
In the long run, 24H1 supply is expected to increase year-on-year. Combined with the fact that consumption may be low after the Spring Festival, pig prices are expected to see a low point in this cycle.
Guotai Junan: From upgrading the consumer industry to a steady state of short-term excess decline in price in exchange for volume, valuations are still waiting to stabilize as expected
The consumer industry went from upgrading to exchanging price for volume. The restructuring of valuations led to a sharp decline in short-term valuations and a sharp decline in the short term.
No Data