603477 Leshan Giantstar Farming&Husbandry Corporation
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Leshan Giantstar Farming&Husbandry Corporation News
Guosheng Securities: The center of supply and demand pig prices may gradually move upward to the right side of the sector cycle
As supply continues to decline, supply and demand pig prices may gradually move upward. Currently, industry valuations are still relatively low, which is a good time to lay out the pig cycle.
Superstar Agriculture and Animal Husbandry (603477.SH): The company plans to produce more than 200,000 heads of pig breeding farm in the second half of the year
Gelonghui, May 23 | Superstar Agriculture and Animal Husbandry (603477.SH) revealed that the company's current pig breeding farm has a production capacity of more than 150,000 heads. In the future, the company will expand production capacity through leasing, acquisition, construction and renovation of pig farms. With the gradual delivery of the aforementioned pig farm project, the company's planned pig breeding farm production capacity for the second half of 2024 can reach more than 200,000 heads.
Superstar Agriculture and Animal Husbandry (603477.SH): The cost of breeding in April was 6.41 yuan/kg
Gelonghui, May 23丨Superstar Agriculture and Animal Husbandry (603477.SH) disclosed an investor relations activity record table showing that the company's farming costs continued to decline. In April 2024, the company's farming costs were 6.41 yuan/kg.
Guojin Securities: The decline in pig supply gradually widened around April, and the gap is gradually reflected after the expected decline weakens
According to estimates of the number of sows that can be grown, the supply of pigs around April began to be lower than the same period last year, and the decline gradually widened. It is expected that as the impact of weight loss gradually weakens, the supply-side gap will gradually become apparent.
Huaan Securities: Market logic shifts to cycle, high pig prices are worth looking forward to
The total reduction in this cycle was 9.1%, and the high pig price is worth looking forward to.
Zheshang Securities: The rise in pig prices in the next few months will become the core catalyst for the sector, and suggest positive layout
Pig prices are mostly dominated by supply, and demand changes are very limited. The long lag between falling production capacity and rising pig prices brings about cycle certainty. Changes in body weight are still controversial, but it is more likely that the upward cycle pressure will drive up pig prices.
League of Nations Securities: The agriculture, forestry, animal husbandry and fishery industry was sluggish in '23, and the 24-year farming cycle is picking up
In 2023, the agriculture, forestry, animal husbandry and fishery industry is still in a dormant period at the bottom of the cycle. The downturn in the aquaculture industry has also spread to upstream feed, animal protection and other sectors. Small and medium-sized enterprises are under pressure to clear up one after another, and the pace of industry integration and acquisitions is accelerating.
Individual Investors Own 26% of Leshan Giantstar Farming&Husbandry Corporation Limited (SHSE:603477) Shares but Private Companies Control 48% of the Company
Key Insights The considerable ownership by private companies in Leshan Giantstar Farming&Husbandry indicates that they collectively have a greater say in management and business strategy The top 3 s
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.
Superstar Agriculture and Animal Husbandry (603477.SH) announced first-quarter results with a net loss of 138 million yuan
Superstar Agriculture and Animal Husbandry (603477.SH) released its report for the first quarter of 2024. The company's revenue was 9.49...
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
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.
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.
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
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.
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.
China Post Securities: Volume cuts and price increases can be expected to reverse the pig industry cycle
Affected by the Spring Festival, the average monthly sales volume of pig companies listed in January-February declined, but due to a recovery in low prices and weight gain, individual losses are expected to decrease.
Superstar Agriculture & Animal Husbandry (603477.SH) appoints Chen Liqing as financial director
Superstar Agriculture and Animal Husbandry (603477.SH) announced that the company's board of supervisors recently received a resignation report from employee representative supervisor Chen Liqing...
Superstar Agriculture and Animal Husbandry (603477.SH): Net loss of 645 million yuan in 2023
Gelonghui, March 22丨Superstar Agriculture and Animal Husbandry (603477.SH) released its 2023 annual report. During the reporting period, it achieved operating income of 4,041 billion yuan, an increase of 1.83% over the previous year; net profit attributable to shareholders of listed companies - 645 million yuan; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss - 552 million yuan; and basic earnings per share - 1.2750 yuan.
Western Securities: The number of pig companies listed in January-February increased year-on-year, and pig production capacity is still high
Western Securities released a research report saying that the consolidated listing volume of listed pig companies continued to increase year-on-year in January-February, indicating that production capacity is still high and supply is relatively sufficient. It is recommended to seize opportunities in the layout of the pig breeding sector and focus on listed pig companies with strong certainty in listing growth and steady management.
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