Changes in the pig industry! Did “cost reduction” become a winner or lose, and the profit improvement of listed pig companies exceeded expectations?
Due to the dual effects of higher pork prices and lower costs, the profit situation of listed pig companies is rapidly improving.
Jiangsu Skyray Instrument has been designated as a special treat and fined 3 million yuan. In recent years, there have been 10 other instances of illegal operation in production and management. | Quick read of the announcement.
① Jiangsu Skyray Instrument was fined 3 million yuan by the Securities Regulatory Commission, and several executives including chairman Liu Zhaogui were also penalized; ② The company's stocks will be subject to other risk warnings by the Shenzhen Stock Exchange, changed to "ST Jiangsu Skyray"; ③ In recent years, the company has faced up to 10 cases of violations related to environmental protection, safety regulations, and other operational misconduct.
Sungrow Power Supply with a valuation of 19 billion, the subsidiary will 'take over' Hefei Taihe Intelligent Technology Group, the board of directors collectively resigns to welcome restructuring.|Speedy Reading Announcement
①The board of directors of Hefei Taihe Intelligent Technology Group is composed of 7 directors. The new board of directors will be recommended by Sunshine New Energy, including 3 non-independent directors and 3 independent directors, including the chairman. ②Sunshine New Energy is valued at over 19 billion yuan. After the acquisition plan was announced, Hefei Taihe Intelligent Technology Group experienced nine consecutive trading limit up sessions, with a maximum increase of 135.77% during this period.
The daily sales of the product reached 18 million GMV. E-commerce concept stocks achieved three consecutive board limits this week, with institutions conducting intensive research on related listed companies.
①Nanji E-commerce released institutional research notes on Friday, stating that Nanji Ren's luxury series has a daily sales volume of 18 million GMV recently. A hundred good brands have already expanded to channels such as Douyin, Alibaba, vipshop, etc. In terms of the secondary market, Nanji E-commerce closed with a 3-day consecutive limit up on Friday.
Expand the high-end instrument and equipment category. Hexin Instruments is planning to acquire Liangxi Technology. The core product of the target company has unclear commercialization prospects.
①Some market analysts believe that, in terms of application areas, the target company belongs to the cutting-edge technology sector, and the future market space will depend on the implementation of quantum computing; ②Founder of Quantity Technology, Wu Ming, stated that the company has recently completed the production and delivery of core equipment for quantum computing.
Costs for 90% of pig enterprises have dropped to the range of 14 yuan: many companies say there is still room for cost reduction. Will profits stabilize next year? | Industry Observation
1. The cost of 90% of the listed pig companies has dropped to the range of 14 yuan per kilogram, including five companies such as Sunlon, Muyuan Foods, and Wens Foodstuff Group, which have dropped to the range of 13 yuan per kilogram; 2. Several listed pig companies have indicated that there is still some room for cost reduction in the fourth quarter and next year; 3. Industry insiders believe that the cost reduction achievements have become a moat for the long-term development of pig companies, helping companies expand their profit margins and enhance their risk resistance capabilities.