Pig industry giants enjoy “super pig cycle” bonus industry concentration further increased
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Original title: Pig giants enjoy the “Super Pig Cycle” bonus, the industry concentration will further increase. In the future, the pig industry will also form a “stronger stronger” situation.
With the successive release of annual reports, the sales income and net profit of listed pig companies and chicken companies increased by several times or even 10 times, becoming the most eye-catching sector in the capital market.
Affected by the swine fever in Africa, the production capacity of pigs has spread. Under the country ‘s goal of “ensuring that the production capacity of pigs has been restored to a level close to the normal year by the end of 2020”, “stable production and supply” has become a pig giant in this round of super pigs.Opportunity for rapid expansion in the cycle.
Preliminary people believe that in the context of the rapid increase in large-scale farming in the future, small retail farmers will quickly withdraw or be empty.
Seeking to consult the chief consultant officer and chairman of China Canada Rongda Investment Co., Ltd. Wang Zhong said that the capital market is optimistic about the price of pigs in the next two years. Recently there are many funds on the market and lack of investment hotspots. Pig stocks have become a safe choice.
However, it does not always represent the actual operating level and speed of capacity expansion.
Companies enjoy the pig cycle bonus According to combing the annual reports of listed companies, regarding the growth of reported performance, Muyuan summarized it as “the supply trend in the pig market is tight, the overall sales price ratio has increased significantly in the same period last year, and the company’s main business profitability has been corresponding.”Highest growth”. Overall, we increased investment in biosafety prevention and control costs, implemented intelligent pig management, effectively improved the environment of pig houses, increased production efficiency, ensured healthy growth of pigs, and improved the company’s production performance.
Sale of live pigs 1025 in 2019.
On the basis of 330,000 heads, transforming the subsidiary’s layout in the southern provinces, increasing land reserves and introducing talents, Muyuan plans to produce 1750 pigs in 2020?
20 million heads.
Wen’s shares said that the market for meat and poultry is better, and the company actively develops poultry business and implements measures such as increasing investment in seedlings to achieve incremental production and increase efficiency.
At the same time, in terms of stable production and supply of live pigs, it also sold 1851 hogs.
660,000 heads (including hairy pigs and fresh products), a decline of 16 per year.
95%, but sales price rose 46.
57%, the company’s pig business income and profit increased significantly.
Democracy, on January 6, the release date of the performance forecast, Wen mentioned that the pig industry is expected to grow by 10% or more this year, and there are uncertain factors in the pig industry. It will take effort to exceed the volume of slaughter in 2019.It is still difficult for retail investors to recover.
For the future strategy of 70 million heads, it is expected to 6?
It takes about 7 years to complete.
30 million heads are expected in 2021, 2022?
In 2023, the annual production capacity will increase by 10 million heads.
Wen ‘s annual pig production volume ranks first in the country. Considering the pressure of annual cumulative expansion and the challenge from the industry’s second largest animal husbandry stock, in order to stabilize the industry leader, Wen ‘s internal documents to buy piglets from February 1From the end of the year, a reward of 5 yuan / head will be given to outsourcing piglets.
It is worth noting that, also in 2019, Makihara completed the counterattack on the market value, surpassing Wen’s in one fell swoop, and becoming the first listed pig company by market value.
New Hope explained that the prices of the company’s commercial chicken and ducklings increased compared with the same period of the previous year, and that the profit of the poultry industry was used to achieve growth. The parent company’s net profit is expected to exceed $ 1 billion.
The pig slaughtering and sales prices have risen together, leading to a substantial increase in the profit of the pig industry. It is estimated that the net profit attributable to mothers will be about 15.
400 million yuan.
Among them, a total of 3.55 million pigs were initially slaughtered.
Although this year’s production and operation were affected by the new coronary pneumonia epidemic, the new hope said, “Self-prevention and anti-epidemic assistance in one hand; resumption of production in one hand.” The plan is to launch no less than 8 million heads in 2020.
The new hope of the pig industry has also been raised, and the goal of “producing 25 million pigs by 2022” has also been proposed.
On February 26, New Hope continued to soar, jumping into the 100 billion club, becoming the third domestic listed company with a market value of over 100 billion.
Zhengbang Technology explained that since the second quarter of 2019, hog prices have started to pick up and entered an upward channel in October. The increase in hog prices has increased the company’s hog breeding revenue.
In 2019, the number of pigs slaughtered was 578.
400,000 heads, an increase of 4 in ten years.
41%, the throughput of pig breeding business was further released.
Rising pig prices have driven meat substitution and the poultry industry has entered a boom cycle.
Yisheng, Minhe, Xiantan, Shengnong Development and other listed chicken companies have also made a lot of money.
Yisheng Co., Ltd. is China ‘s largest ancestor white feather broiler breeder. For the profits soaring, the company explained that “The overall performance of the white feather broiler industry in 2019 is tight supply, strong demand, high industry prosperity, chicks,杭州桑拿 chickens and chicken products.Prices have increased significantly compared to the same period in 2018.
“The report has led to an increase in the demand for chicken alternative consumption in Africa due to the swine fever event in Africa, which has contributed to the increase in chicken consumption.
Affected by the demand side, the report increased, the price of chicken products rose, and the price of chickens increased, and the prices of chicks and breeders also increased.
Specifically, the average price of parent broiler breeder chicks of Yisheng’s main products increased by 115 compared with the previous year.
05%, the average price of commercial broiler chickens increased by 101 over the previous year.
Yisheng shares also launched the largest dividend distribution plan since listing, with a total distribution of 5.
7.7 billion dividends (including tax).
The hard task of stable pig production and supplier protection for the two major outbreaks of African swine fever and new crown pneumonia. Recently, at the China Agriculture and Animal Husbandry Leaders Online Forum, Wen Zhifen, chairman of the Wen Group, believes that the high price period of pigs will be prolonged and the industry will be concentratedThe degree will be further improved, and the integration of breeding and slaughtering will become a major trend.
Guo Yizhong, President of Tongwei, believes that the impact of the new crown epidemic on the pig industry is a short-term shock.
On the whole, there is still a gap in the supply of pigs in 2020. Is it expected that February 2020?
In May, there was still a shortage of pork supplies.
Fertile sow stocks will ease in the third quarter of 2020.
The average price of hogs in 2019 is 18?
20 yuan / kg, expected to reach 28 in 2020?
30 yuan / kg.
He believes that outdoor catering consumption will drop significantly in the short term, and the prices of livestock products will fall; declines, short poultry market time, some cities closed live poultry markets, slaughtering companies resumed work slowly, but also caused serious losses to the poultry industry; some farms are worried about the road closureProblems and feed indicators, suspended seedlings.
However, through the recovery of consumption, coupled with the decline in farming productivity during the epidemic, overlapping pork substitution effects, poultry products promote restorative growth.
Shi Liang, president of Yangxiang Co., Ltd., said that African swine fever will bring about a huge change in the structure of pig breeding, and large groups (more than 10,000 sows) may account for 50%, and large-scale pig farms (100-10,000 sows) mayIt accounts for 20%, and family farms (under 100 sows) may account for 30%.
Only those with anti-non-competence ability (highly-known anti-non-competition ability, hardware facilities in place, detailed implementation in place) and pig-raising ability (will be able to raise pigs) can raise pigs.
He said that due to the impact of non-pesticidal diseases, the pig cycle was significantly lengthened, and the pig price is expected to reach the highest in June 2020. From 2018, there will be a full 30-month period of high profit.
In the future, the pig industry will also become stronger.
Wang Zhong said that the increase in large-scale farming is mainly due to the top 10 companies, especially listed companies with strong financing and land acquisition capabilities, which is conducive to Muyuan, Wen’s, and New Hope.