China Merchants: In March, the Hog Farming industry was clearly oversold, and pig prices may still have support at the bottom.
In terms of valuation, corresponding to the slaughter volume in 2025, the average Market Cap of major listed pig companies has fallen to historical bottom levels, highlighting the allocation value of high-quality pig companies.
The National Bureau of Statistics: In early April, the price of live pigs was 14.7 yuan/kg, which is unchanged from the previous period.
The monitoring of market prices for 50 important production materials in 9 major categories in the national circulation sector shows that in early April 2025, compared to late March, prices of 14 products increased, 32 decreased, and 4 remained stable.
PUTIAN FOOD (01699): May trigger a mandatory general offer under the takeover code, continuing suspension of trading.
Putian Food (01699) announced that as of the date of this announcement, after appointing a receiver, the receiver exercised his rights...
The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.
① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.
Market Chatter: China Renews Registrations for US Pork, Poultry Exporters
China Putian Food Holding Limited Provides Monthly Update on Receivership and Trading Suspension
National Bureau of Statistics: The price of live pigs (external three yuan) in late February remained stable compared to mid-February.
According to the monitoring of the market prices of 50 important production materials in 9 major categories across the country, compared to mid-February 2025, in late February 2025, the prices of 22 products rose, 26 decreased, and 2 remained unchanged.
Tianfeng: There may be no further reasons for continued pessimism in the spot market. Continuing to focus on recommending the Hog Farming Sector.
In summary, the Hog Farming Sector is at a valuation bottom with expectations differing, measured by cost leadership, capital supremacy, high growth in sales volume, and inexpensive valuations.
National Bureau of Statistics: In early February, the price of live pigs dropped by 3.8% compared to late January.
According to data released by the National Bureau of Statistics, monitoring of market prices for 50 major commodities in nine categories in the national circulation sector shows that in early February 2025, compared to late January, the prices of 21 products increased, 20 decreased, and 9 remained unchanged.
The "cost battle" continues! Pork supply is expected to increase. Will pig enterprises still be able to "earn easily" this year?
① In January, many listed pig companies recorded year-on-year growth in sales revenue, with significant sales revenue increases for Tangrenshen Group and Zhengbang Technology; ② In January, pig prices dropped again, although they increased compared to the same period last year, the overall trend in the past six months has been a downward fluctuation; ③ As hog supply gradually increases, the profitability of pig companies in 2025 may be weaker than in 2024.
Raising White Chickens = Raising Chickens for Free? The price of white-feathered broilers has dropped to 10 yuan for 4 jin, and farmers are facing "violent capacity reduction"?
Recently, in some areas of ShanDong, the Quote for white feather broilers has dropped to 10 yuan for 4 jin, reaching a new low in nearly 5 years, causing heavy losses for farmers; The industry believes that the main reason for the plummeting price of broilers is the short-term oversupply combined with slaughterhouses taking advantage to "harvest profits."
China Putian Food Faces Potential Takeover Amid Share Sale Developments
PUTIAN FOOD (01699.HK) has submitted an application to the High Court for permission to seek judicial review against the decision of the Listing Review Committee.
On January 20, Gelonghui reported that PUTIAN FOOD (01699.HK) announced that on January 15, 2025: (a) the company has submitted an application to the High Court for judicial review permission against the decision of the Listing Review Committee, seeking to overturn the decision of the Listing Review Committee and any other remedies, relief, and orders that the High Court may provide ("Judicial Review Procedure"); and (b) the company has notified the Stock Exchange of the Judicial Review Procedure and the grounds for the judicial review. The company will make further announcements in a timely manner concerning any significant developments in the Judicial Review Procedure and the implementation of the decision of the Listing Review Committee according to the Listing Rules.
China Putian Food Seeks Judicial Review to Prevent Delisting
Express News | China Putian Food - Expects Stock Exchange Will Refrain From Implementing Lrc Decision to Cancel Listing
National Bureau of Statistics: In early January, the price of live pigs was 16.1 yuan per kilogram, an increase of 2.5% month-on-month.
On January 14, the National Bureau of Statistics released the changes in market prices of important production materials in circulation in early January 2025.
China Putian Food Issues Monthly Update on Share Receivership
Express News | China Putian Food - Trading in Shares of Co on Stock Exchange Will Remain Suspended Until Further Notice
China Putian Food Holding Ltd. Announces Financial and Operational Developments
PUTIAN FOOD (01699.HK): Received a copy of the custody instructions totaling 28 million Hong Kong dollars provided by Zhang Zhen and Liang Liquan to the relevant law firm.
On January 6, Gu Longhui reported that PUTIAN FOOD (01699.HK) issued a business update announcement. On January 3, 2025, the company received copies of an escrow instruction amounting to 28 million Hong Kong dollars from Zhang Zhen and Liang Li Quan to a relevant law firm. Accordingly, (1) the law firm has received escrow funds from Zhang Zhen and Liang Li Quan in amounts of 26 million Hong Kong dollars and 2 million Hong Kong dollars respectively (collectively referred to as "escrow funds"); and (2) Zhang Zhen and Liang Li Quan have each made irrevocable instructions to transfer.