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Express News | Today, a total of 80 stocks in the A-share market experienced block trades, with shanghai new world, guangdong aofei data technology, and jinling pharmaceutical leading in transaction volume.
Express News | Institutions are bullish on these stocks today.
Shandong Yisheng Livestock & Poultry Breeding (002458): Expansion of scale, demand boosts, and improved performance.
Report Overview: The expansion of breeding capacity continues, and Yisheng 909's market share continues to increase. From a long-term development perspective, with the preference for chicken consumption and consumer spending boosting, the long-term demand supports the industry's expansion, which in turn supports chick prices. Investment Highlights: Maintain 'buy'.
Shandong Yisheng Livestock & Poultry Breeding (002458.SZ): The estimated sales of Yisheng 909 small white feather broiler chickens this year is more than 80 million, showing growth compared to last year.
On November 22, 2023, Gelonghui reported that Shandong Yisheng Livestock & Poultry Breeding (002458.SZ) stated during a specific investigation on November 22, 2024, that the sales volume of the Yisheng 909 small white feather broiler is expected to exceed 80 million this year, showing an increase compared to last year. According to China's poultry industry development report, the growth rate of small white feather broilers has been rapid in recent years, with a production capacity of 2.3 billion small white chickens reached in 2023. The Yisheng 909 mainly replaces the market for small white chickens and fast yellow chickens.
shandong yisheng livestock & poultry breeding (002458.SZ): It is expected that next year's sales of breeding pigs will be 0.15 million heads.
On November 21, Gelonghui reported that Shandong Yisheng Livestock & Poultry Breeding (002458.SZ) stated during an investor relations event that the company expects to sell 0.15 million breeding pigs next year, and the expected sales volume at full production will be 0.2 million breeding pigs.
Shandong Yisheng Livestock & Poultry Breeding (002458.SZ): It is expected that the supply of commodity replacement chicks will still be tight in the first quarter of next year.
On November 21, Shandong Yisheng Livestock & Poultry Breeding (002458.SZ) stated in an investor relations event that, influenced by the reduction in the ancestral seed quantity, it is expected that the supply of commodity replacement chicks will still be tight in the first quarter of next year. In this context, the price of commodity replacement chicks will mainly depend on the demand side. If the price of chicken meat rises, it will drive up the prices of live chickens and chicks.
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