Changjiang Securities: How do you view the data released by pig breeding companies for the first quarter?

The Zhitong Finance App learned that Changjiang Securities released a research report indicating that the growth rate of major listed aquaculture companies declined month-on-month in the first quarter, mainly affected by the Spring Festival holiday and the month-on-month decline in productive biological assets of breeding companies in 2023Q2. In March, the total number of commercial pigs released by the nine major breeding companies increased markedly from month to month, up 5.2 kg from the beginning of February. At the same time, the average sales price of breeding enterprises increased 4.5% month-on-month in March, and some high-quality breeding enterprises with cost advantages are expected to reduce losses month-on-month in March. The inflection point of this pig cycle is being prepared. The entire breeding sector is within 10% of the historical quantile of the top average market capitalization. I am optimistic about breeding

Zhitong FinanceApr 18 22:13 ET

Shanxi Securities: The pace of pig sales resumed in March, and the trend of capacity removal continued

The fourth “loss bottom” in the current cycle in 2024 is the first time since 2006 that there have been 4 “loss bottoms”, and the bottom of the cycle is expected to gradually come to an end.

Zhitong FinanceApr 18 21:46 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

Leshan Giantstar Farming&Husbandry (SHSE:603477) Is Making Moderate Use Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously said that 'Volatility is far from synonymous with risk.' So it seems the smart m

Simply Wall StApr 13 20:38 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

Superstar Agriculture and Animal Husbandry (603477.SH): The total amount of fixed increase stock capital raised in 2023 was adjusted to no more than 1.2 billion yuan

Zhitong Finance App News, Superstar Agriculture and Animal Husbandry (603477.SH) issued an announcement. On April 3, 2024, the company held the 15th meeting of the 4th board of directors and the 11th meeting of the 4th board of supervisors to review and pass the “Proposal on Adjusting the Company's 2023 Stock Issuance Plan to Specific Targets” and other relevant proposals to revise part of the company's share issuance plan to specific targets in accordance with relevant laws and regulations and taking into account the company's actual situation. Among them, the total capital raised by issuing shares to specific targets after the adjustment is no more than 1.2 billion yuan and no more than 30% of the total share capital of the company before this issuance.

Zhitong FinanceApr 3 03:47 ET