Hong Kong stock concept tracking | Rising pork prices help boost performance and hog farming has reached the bottom end of the cycle (including concept stocks).

Institutions have pointed out that the hog farming cycle is already at the bottom end of the cycle, before dawn, and there is currently a bullish investment opportunity in hog farming stocks.

Zhitong FinanceJun 12 19:18 ET

HTSC's mid-term strategy for the food and beverage industry: bullish on the long-term potential of consumer demand for food and drink, with sector differentiation under the trend of "price-value ratio".

HTSC's research report predicts that the overall demand for the sector will steadily recover in 2024. Bullish on the long-term potential of consumer demand in the food and beverage sector, considering the valuation level, the sector has high allocation value.

Zhitong FinanceJun 4 19:39 ET

Huachuang Securities: White chicken prices picked up in April, and the sector may be profitable or ushered in a turning point

The Zhitong Finance App learned that Huachuang Securities released a research report believing that the chicken cycle is coming. From a long-term perspective, the cost performance ratio and economic advantages of white chicken as the animal protein with the lowest feed-to-meat ratio will be further reflected, and the long-term growth of the industry has been highlighted; on the other hand, the size of leading companies has clearly expanded compared to the previous cycle, and the ability to redeem profits in this cycle is expected to increase significantly compared to the previous cycle. Industrial chain profits are concentrated in the upstream seedling chain, and advantageous breeding companies may obtain excess profits. According to the Association's monthly report, only 179,900 units were imported (accounting for 41%) of the ancestral renewal volume in January-April, and imports accounted for

Zhitong FinanceMay 24 04:45 ET

Western Securities: The pig breeding sector is laid out at the right time to focus on listed pig companies with strong certainty in listing growth and steady management

Currently, there are obvious differences in Nengfan production capacity data under different calibers, but the month-on-month increase in the number of Ganglian/Yongyi Nengfan sows has narrowed, and the Ministry of Agriculture is expected to maintain a scale of around 39.9 million heads. According to data from the Ministry of Agriculture, the trend of industry capacity reduction is still being maintained.

Zhitong FinanceMay 23 23:13 ET

Huatai Securities: Pig inflection point shows 24Q1 feed leader & pet sector welcomed a good start

The profit side of the 4Q1 pig breeding sector has now reduced losses, and profits from leading feed and pet sectors have bucked the trend. It is recommended to grasp the two main lines of agricultural stock investment in 2024 accordingly.

Zhitong FinanceMay 15 21:11 ET

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.

Zhitong FinanceMay 10 01:41 ET