In the past, the pig breeding industry, which was mainly characterized by a relative rise against the trend, has tightened its currency in today's rebound. Today, the Shanghai Composite Index soared 1.36%, and the concept of pork rebounded slightly by 0.26%, and the increase remained at the lower part of the concept plate. In the news, according to the information of the National Development and Reform Commission, in order to effectively maintain the market demand and price stability of raw pork on traditional festivals such as Mid-Autumn Festival and National Day, the National Development and Reform Commission and relevant departments will promote the first batch of intermediate frozen pork reserves this year on September 8, and recently assist all parts of the country to increase the promotion range of raw pork reserves.
The organization is also more optimistic about pork prices. From the perspective of stock fundamentals, the profit rate of pig breeding industry in the second quarter has long been right. At the level of individual stocks, the net profit of Tianbang Food, Wen's shares, superstar agriculture and animal husbandry, Shennong Group and other stocks turned positive in the second quarter.
The main contract of live pigs rose for five consecutive months, from the lowest12,360 yuan/ton to the latest 23,000 yuan/ton, with a large increase of nearly 94% during the period. In the context of the rebound of pork prices, the sales profit rate of pig breeding industry finally reached the right bank in the second quarter. According to the statistical analysis of hot cloud data, the sales profit rate of pig breeding industry in the second quarter was 0.94%, which largely represented that the breeding industry finally stopped losing money. The profit rate of pig breeding industry increased by 10 point compared with the first quarter, and the profit rate steadily increased to the fourth place in Shenwan's third-class industry.
The sales performance of some listed companies in the second quarter has also gradually improved. Among them, Tianbang Food's net profit in the second quarter was 65.438+25.7 million yuan, and its loss in the first quarter was 674 million yuan. Wen's shares, Shennong Group and other stocks have also turned losses into profits. However, the non-net profit of A-share pig breeding industry is still in a state of total loss. Non-net profit deducted from Mu Yuan, Zhengbang Technology, New Hope and other stocks in the second quarter all exceeded 654.38 billion yuan.
The organization feels that the purchasing and storage scale of raw pork is very small compared with the usual consumption, which will only affect the rising mentality of the market in the short term, but it will not endanger the rising trend of pig prices in September. At this stage, the slaughter rate price has turned over many enterprise cost lines, and enterprises have entered the profit dialog box. At the stock price level, the average total market value of pig heads sold at this stage is still in the underestimated range, and the planning marginal contribution rate is high.
According to incomplete statistics, since September, a number of securities companies have issued brokerage reports on the pig breeding industry. In terms of listed companies, individual stocks in the industry are expected to make an average profit next year. According to the unanimous forecast and analysis of the organization, the net profit of1/hog industry chain stocks is expected to increase by more than 4 times in the coming year.
Specifically, the six banks unanimously predicted that Aonong Bio's net profit in the coming year is expected to exceed RMB 654.38+09 billion, an increase of more than 87 times compared with this year. In addition, two stock institutions, New Hope and Gold, unanimously predicted that the growth rate of net profit in the coming year would exceed 10 times, and eight stock institutions, including Wenshi, Dabeinong and Tianbang Food, unanimously predicted that the growth rate of net profit in the coming year would exceed 4 times.
Some stocks are favored by institutions. Among them, the social security fund 106, a new heavyweight stock, Tiankang Bio, was HK$ 228.2 billion, with a total market value of over RMB 270 million at the end of the period; Social Security Fund 1 15 years formed a new hope16810 million Hong Kong dollars, and the total market value of the final positions exceeded 260 million yuan. Zhengbang Technology was favored by QFII, and Barclays Bank entered a new heavyweight stock of HK$ 97.5 billion, with a total market value of over RMB 59 million at the end of the period.
In addition, so far in the second quarter, some stocks have been bought in large quantities. According to the average transaction volume during the period, Dabeinong has been blessed with 330 million yuan in the stock list since April, and Tiankang Bio and Shi Wen Co., Ltd. have been blessed with more than 1 billion yuan in the stock list. In recent years, the A-share market has continued to fluctuate, and some pig stocks have performed well. Superstar agriculture and animal husbandry rose by nearly 95%, and many stocks such as Aonong Bio and Zheng Hong Science and Technology rose by more than 30% against the trend. With the performance payment of listed companies, people are waiting for whether the share price of pig stocks can continue to be strong.