29 listed pig companies continue to decline collectively, Longda Meat and other declines exceeded 5%

29 listed pig companies continue to decline collectively, Longda Meat and other declines exceeded 5%

29 listed pig companies continue to decline collectively, Longda Meat and other declines exceeded 5%
With the recent continuous decline in pork prices, the stock market prices of A-share pork concept stocks also began to decline.According to data from Choice Financial Terminal, this morning, the stock closes at noon and pork stocks have dropped by 2 overall.25%, 30 pork concept stocks in the sector, only 1 increased, 29 decreased, Longda Meat currently has the largest single-day decline, at 5.77%.Sauna, Yewang noticed that the rising Xiangjia stock was a new pork concept stock, which was listed on the Shenzhen Stock Exchange on April 24, 2020.On April 26, the board of directors of Xiangjia Co., Ltd. established and passed the “Schematic Diagram of the Subsidiary Hunan Taimiao Xianfeng Food Co., Ltd.’s Investment in the Construction of a Deep Processing Project for Slaughtering 1 Million Live Pigs and Meat Products”.It is reported that the construction period of the project is 15 months, the total budget investment of the project is 20.65 million yuan, and the source of funds is self-raised by the enterprise.For the purpose of this investment, Xiangjia said that the company has rich experience in breeding and slaughtering and processing management, advanced slaughtering and processing technology, and cold chain logistics and fresh food marketing network systems that radiate 20 provinces across the country and are widely influenced by the brand.The development of the pig slaughtering and processing industry on the basis of the mature development of the entire poultry slaughtering and processing industry chain will further enrich the company’s product varieties; it can make full use of the local pig breeding resources and make use of the company’s existing cold chain logistics system and marketing network.Function to meet consumer demand for high-quality livestock meat food.Facing the recent continuous increase in pig prices, what do listed pig companies think?Regarding pork prices, “the company was still relatively optimistic at the initial stage, thinking that it should be maintained at more than 30 without any problems. Recently, it has also been felt that the new crown epidemic has some impact on the economy, causing economic downturn and weak consumption, but from the supply sideSeeing pigs is still in short supply, maybe May and June are a low season and will go down, but there should still be some rebound in the future.”Tianbang said on May 11.Also on May 11, when asked by investors about the company’s views on the price of pigs this year, Jin Xinnong replied: “The price of pigs is difficult to judge, and the high price is certainly no problem, but the specific data is difficult to explain.In Jin Xinnong’s view, the reason why the short-term pig price continued to fall is: “Now the pig price is still closely related to consumption, and this time of year is also a low season for consumption.”It is still too early to revert to non-blast disease, and the stock of capable sows is still low. In addition, many companies in the early stage advocated ternary, but the ternary efficiency is reduced, and it will definitely be eliminated.”New Hope Liuhe predicted in its 2019 annual report: under the influence of African swine fever, the price of hogs in 2019 will continue to rebound after a bottoming rebound. The sharp rise in the second half of the year hit a record high. In November, due to the national reserve meat graduallyFactors such as periodic adjustments to the strategy for large-scale enterprises to sell pigs drove back slightly and lagging behind the overall high level of turbulence, gradually the overall internal price of pigs soared by nearly 200% year-on-year.The focus of attention.In the poultry industry, due to the insufficient introduction of intermediates, the consumption demand for supplementary pork replacement has increased significantly. In 2019, the prices of poultry, chicken, duck and poultry meat are generally high.The supply of poultry meat will be gradually restored in 2020, but the supply of pork will be more scarce in 2020. It is expected that the price of live pigs will continue to consolidate at a high level in 2020 and may even continue to break through the previous highs. Poultry meat prices may receive some support, butAs the supply increases, the market supply and demand game will become more intense, these will have an impact on the company’s profit changes in stages.Sauna, Ye Wang, editor of the night net, Zhao Ze proofreading Wang Xin