The pig industry is undergoing changes! "Cost reduction" has become the key to success or failure. Are publicly listed pig companies experiencing better-than-expected profit improvements?

Under the dual effect of rising Pork prices and falling costs, the profitability of listed pig farming companies is rapidly improving.

Zhitong FinanceDec 11 21:21

Pork company sales "sprint": More than 70% of the sales target completion rate exceeds 90%. December may continue to increase volume | Industry news.

① As of the end of November, over 70% of listed pork enterprises have exceeded 90% of their target for livestock output; ② Currently, smallholders and group pig farms are accelerating their output, leading to increased market supply of Pork, with limited strength in Animal Slaughter consumption, resulting in pork prices falling below 8 yuan; ③ The output of live pigs is expected to continue increasing in December.

cls.cnDec 11 15:39

Pork prices have fallen for three consecutive months. Has the economic cycle failed?

Recently, pork prices have shown a continuous downward trend, and the industry’s prosperity cycle not only failed to continue but is also showing signs of gradual collapse. The Wind Pork Industry Index has significantly underperformed the market.

Zhitong FinanceNov 13 20:45

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.

cls.cnNov 4 21:36

In the fourth quarter, the pig prices staged an ultimate showdown between bulls and bears, determining whether the pig industry will be "fat or thin" next year. | Industry Observation

①The pork price has been falling continuously for two months in the traditional high season, with a decline of over 20%; ②Behind the decline, there is an increase in slaughtered pigs corresponding to the expansion of piglets, as well as a concentrated slaughter of secondary fattening pigs, jointly forming downward pressure; ③If the pork price in the fourth quarter is not prosperous in the 'peak season', the pig cycle may end directly if the uptrend in the pig cycle is realized, the pig enterprises and the breeding industry still have the hope of a 'good year' in 2025.

cls.cnOct 22 18:40

Demand for earthmoving machinery rises, domestic sales of excavators in September increase by more than 20%, will infrastructure recovery be boosted by debt restructuring? | Industry News

① In September, domestic excavator sales increased by nearly 20% year-on-year, marking the sixth consecutive month of double-digit positive growth in domestic sales. ② With the gradual implementation of equipment renewal subsidies and the accelerated construction of major domestic infrastructure projects, the industry is expected to gradually emerge from the downturn.

cls.cnOct 13 22:47