BK1996 Pork Industry
- 690.584
- +3.410+0.50%
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.
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.
National Bureau of Statistics: Pig prices in late April fell 1.3% from mid-month to month
On May 7, the National Bureau of Statistics announced changes in market prices for important means of production in the distribution sector in late April.
中糧家佳康：2023年年報
惠生國際：二零二三年年報
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.
萬洲國際：河南雙匯投資發展股份有限公司 截至二零二四年三月三十一日止三個月的 未經審核財務業績
萬洲國際：截至二零二四年三月三十一日止三個月 未經審核季度業績公告
WH GROUP: 2023 ANNUAL REPORT
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.
惠生國際：截至二零二三年十二月三十一日止年度 年度業績公告
HUISHENG INTL: PROFIT WARNING
PUTIAN FOOD: QUARTERLY ANNOUNCEMENT
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
PUTIAN FOOD: INSIDE INFORMATION (I) FURTHER DELAY IN PUBLICATION OF THE 2022 ANNUAL RESULTS AND DESPATCH OF THE 2022 ANNUAL REPORT; (II) FURTHER DELAY IN PUBLICATION OF THE 2023 INTERIM RESULTS AND DESPATCH OF THE 2023 INTERIM REPORT; (III)...
WH GROUP: AUDITED FINANCIAL RESULTS FOR THE YEAR ENDED 31 DECEMBER 2023 OF HENAN SHUANGHUI INVESTMENT & DEVELOPMENT CO., LTD
WH GROUP: ANNUAL RESULTS ANNOUNCEMENT FOR THE YEAR ENDED 31 DECEMBER 2023
YURUN FOOD: PROFIT WARNING