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    Home > Active Ingredient News > Feed Industry News > A number of chicken companies disclose sales data The industry may continue its new year or prospects

    A number of chicken companies disclose sales data The industry may continue its new year or prospects

    • Last Update: 2023-02-01
    • Source: Internet
    • Author: User
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    ;

    Recently, a number of chicken breeding companies released their sales in December 2022
    .
    Chicken sales were affected in the last month of 2022 due to factors such as the epidemic, but they still increased
    significantly year-on-year.
    M9y-,

    At present, due to the insufficient number of ancestor chickens, white feathered chickens have ushered in a new round of upward movement
    .
    Industry analysts believe that due to the Spring Festival consumption season window, the demand for chicken and related products will increase, and if feed prices can continue to decline, chicken prices will gradually rise, which is indeed a favorable situation for chicken listed companies, and can further expand the profit margins
    of chicken enterprises.
    M9y-,

    Several companies disclosed December salesM9y-,

    On the evening of January 10, Yisheng announced that the sales volume of white feather broiler chicks in December 2022 was 39.
    1508 million, and the sales revenue was 94.
    1612 million yuan, with year-on-year changes of 1.
    26% and 27.
    61%, and month-on-month changes of -20.
    40% and -61.
    29%
    respectively.
    The sales volume of Yisheng 909 small white feather broiler chicks was 7.
    7458 million, and the sales revenue was 10.
    262 million yuan, with month-on-month changes of -16.
    29% and -25.
    72%
    respectively.
    M9y-,

    Yisheng said that due to the new crown infection of slaughterhouse employees, the slaughtering capacity was insufficient, resulting in a decline
    in the price of hairy chickens and chicks.
    Coupled with the incubation period of commercial broiler seedlings in December 2022, the sales volume of the company's white feather broiler chicks decreased month-on-month, resulting in a month-on-month
    decline in the company's sales revenue of white feather broiler chicks in December 2022.
    With the gradual recovery of slaughterhouse slaughtering capacity, the price of hairy chickens and chicks has gradually increased
    .
    M9y-,

    On the same day, Sunnong Development announced that it achieved sales revenue of 1.
    535 billion yuan in December 2022, a year-on-year increase of 13.
    54% and a month-on-month increase of 1.
    77%.

    M9y-,

    A few days ago, Xiantan Shares, Minhe Shares, and Lihua Shares also released the monthly sales briefing
    .
    M9y-,

    Xiantan Co.
    , Ltd.
    announced that in December 2022, it achieved sales revenue of 534 million yuan and sales volume of 48,400 tons, with year-on-year changes of 71.
    39% and 36.
    43%, and month-on-month changes of 9.
    47% and 4.
    93%
    respectively.
    M9y-,

    Minhe announced that 9.
    9406 million commercial chicks were sold in December 2022, a year-on-year change of -21.
    69% and a month-on-month change of -60.
    28%; Sales revenue was 12.
    453 million yuan, a year-on-year change of -36.
    78% and a month-on-month change of -86.
    39%.

    M9y-,

    In December 2022, the price of chicks experienced great fluctuations, and the sales of Minhe shares were also greatly affected
    .
    M9y-,

    Minhe said that the sales volume of the company's commercial chicks fell by 60.
    28% month-on-month, mainly due to the decline in the company's hatchery volume (incubation: the annual routine operation of hatchery to avoid production in advance to avoid the inability to slaughter hairy chickens during the Spring Festival holiday).

    The decline in hatching volume of chicks and the decline in chick sales prices this month also led to a year-on-year
    and month-on-month decline in sales revenue from Minhe Shares' commercial generation chicks.
    M9y-,

    In addition, Lihua announced that in December 2022, 37.
    4264 million broiler chickens (including hairy chickens, slaughtered products and cooked products) were sold, with sales revenue of 1.
    049 billion yuan, and the average sales price of hairy chickens was 13.
    16 yuan/kg, with month-on-month changes of 6.
    60%, -6.
    51% and -12.
    33%, and year-on-year changes of 8.
    24%, 3.
    25% and -7.
    32%
    respectively.
    M9y-,

    The industry experienced many challenges in 2022M9y-,

    Looking back on 2022, the chicken industry has experienced many challenges such as sluggish consumption during the epidemic and sharp increases in raw material prices, especially in the chicken seedling sector, which once soared to a new record in the middle of last year, but fell back to the "cabbage price"
    at the end of the year.
    M9y-,

    The data shows that in December 2022, after the incubation period, the price of white feather chicks hovered continuously at a low level, and the overall price was in a weak state, on January 3 this year, the average price of the national white feather chick market was 0.
    87 yuan / p, down 20.
    18%
    from before the seedling period.
    Since then, the price of chicks has risen again, and as of January 9, the average price of white feather chicks in the country was 1.
    73 yuan / peat, a daily increase of 29.
    61%.

    M9y-,

    Chicken prices are like chicken habits, like to "jump up and down", but in the industry's view, the price of hairy chickens fluctuates relatively large years ago, which is a normal phenomenon, from the perspective of past years, after the incubation period, the price of hairy chickens will fluctuate relatively large, especially the epidemic factors have also brought a certain impact
    on the industry.
    M9y-,

    For the current industry background, companies in the industry are still optimistic
    .
    M9y-,

    Sunnong Development said in the announcement that in 2022, in the face of industry challenges, the company will achieve multi-index growth in production capacity, revenue and sales volume during the trough of the industry by continuously improving its management level and promoting measures to reduce costs and increase efficiency, further strengthening its comparative advantages
    with other enterprises in the same industry.
    On the other hand, Sunnong Development completed the investment in Henan Sensheng Agriculture and Animal Husbandry Co.
    , Ltd.
    , which not only increased the output of broilers, but also expanded the company's industrial chain horizontally to the field of broiler chickens, laying a solid foundation
    for the realization of the company's "14th Five-Year Plan".
    M9y-,

    Sunnong Development also said that all links of the industrial chain have achieved good development
    throughout 2022.
    "In the upstream poultry feeding and processing sector, under the first year of sales of its own seed source Shengze 901, the company's grandparent chicken replenishment and renewal has exceeded 20% of the national total, laying a solid foundation
    for the increase in sales of parent breeders in 2023.
    At the same time, benefiting from the continuous improvement of breeding and management level and the performance advantages of its own seed sources, the company's comprehensive breeding efficiency continued to rise, and the annual European Index increased by nearly 2%
    year-on-year.
    In the downstream deep-processed meat products sector, while achieving double growth in revenue and sales, brand promotion continues to upgrade, of which C-end channels contribute significantly to the annual performance, not only maintaining rapid revenue growth, highlighting the results of explosive strategies, and increasing profitability
    .
    M9y-,

    Throughout 2022, the chicken industry ushered in an improvement in prosperity in the second half of the year, and according to the disclosure of relevant listed companies, sales data increased
    month by month.
    Industry insiders pointed out that from the perspective of broiler breeding, the industry is currently in the stage of climbing from the bottom up, and it will continue
    in 2023.
    M9y-,

    The industry is optimistic about the new yearM9y-,

    At present, the insufficient introduction of ancestor chickens is the main supporting factor
    for the new round of market of white feather chickens.
    M9y-,

    It is understood that due to the problem of avian influenza and flight restrictions, the introduction of ancestor broiler breeders in China has decreased
    sharply since May 2022.
    Yisheng shares previously said in the survey that at present, the influencing factors are still there, and it is expected that the introduction volume in 2023 will not be too much
    .
    M9y-,

    According to the statistics of the China Animal Husbandry Association, from January to November 2022, the renewal volume of China's ancestor white-feathered broiler breeders was 860,000 sets, and it is expected that the renewal of ancestral broiler breeders in the whole year will not exceed 1 million sets
    .
    M9y-,

    Due to the decrease in supply, the price of chicken seedlings once rose sharply, and as a business enterprise with chicken seedlings, companies such as Yisheng and Minhe received high attention
    .
    M9y-,

    In a recent investor survey, Yisheng disclosed its plans
    for 2023.
    The company said that in 2023, the normal introduction plan of the company's grandparent broiler breeders will be about 300,000 sets per year, maintaining a 1/3 share of the company's ancestral broiler breeder market share
    .
    However, affected by factors such as bird flu in the United States, the supply of breeders in the United States is tight, and the final number of seeds introduced by the company depends on whether the factors affecting the supply of breeders are alleviated or eliminated
    .
    M9y-,

    In terms of production capacity, Yisheng expects the production of commercial white-feathered broiler chicks to be 580 million in 2023, a slight increase from 2022, mainly due to the improvement
    of breeding quantity and breeding efficiency brought about by the change in breeding mode.
    The production of parent white-feathered broiler chicks in 2023 also depends on the introduction of the company's grandparent breeders in the first quarter
    .
    M9y-,

    For the future market situation of the industry, the industry and brokerage institutions are more optimistic
    .
    M9y-,

    China Post Securities said that the impact of upstream supply shortage will gradually be transmitted
    from top to bottom to parents, commodity generations, broilers and other links.
    It is expected that the white feather broiler industry chain will continue to boom
    .
    M9y-,

    East Asia Qianhai Securities believes that the market is often sluggish after the Spring Festival, and the production capacity of farmers is actively degraded or occurs, which is good for the market of chicken seedlings
    in the future.
    At the same time, the transmission of the introduction gap is expected to gradually materialize, and the price of commodity seedlings will rise in the first half of 2023
    .
    M9y-,

    According to industry analysts, from the supply side, the current replenishment sentiment is not good, and after the Spring Festival, it faces a certain problem of shrinkage of chicken sources, which supports the price of hairy chickens; From the demand side, the replenishment of the distribution side was cautious a few years ago, and after a period of digestion during the Spring Festival, there were conditions
    for taking goods.
    In addition, the current downstream consumer market has released some positive signals
    .
    If feed prices can continue to fall and chicken prices gradually rise, the profit margins
    of chicken enterprises can be further expanded.
    M9y-,

    ;
    ;

    Recently, a number of chicken breeding companies released their sales in December 2022
    .
    Chicken sales were affected in the last month of 2022 due to factors such as the epidemic, but they still increased
    significantly year-on-year.
    M9y-,

    At present, due to the insufficient number of ancestor chickens, white feathered chickens have ushered in a new round of upward movement
    .
    Industry analysts believe that due to the Spring Festival consumption season window, the demand for chicken and related products will increase, and if feed prices can continue to decline, chicken prices will gradually rise, which is indeed a favorable situation for chicken listed companies, and can further expand the profit margins
    of chicken enterprises.
    M9y-,

    Several companies disclosed December salesM9y-,

    Several companies disclosed December sales

    On the evening of January 10, Yisheng announced that the sales volume of white feather broiler chicks in December 2022 was 39.
    1508 million, and the sales revenue was 94.
    1612 million yuan, with year-on-year changes of 1.
    26% and 27.
    61%, and month-on-month changes of -20.
    40% and -61.
    29%
    respectively.
    The sales volume of Yisheng 909 small white feather broiler chicks was 7.
    7458 million, and the sales revenue was 10.
    262 million yuan, with month-on-month changes of -16.
    29% and -25.
    72%
    respectively.
    M9y-,

    Yisheng said that due to the new crown infection of slaughterhouse employees, the slaughtering capacity was insufficient, resulting in a decline
    in the price of hairy chickens and chicks.
    Coupled with the incubation period of commercial broiler seedlings in December 2022, the sales volume of the company's white feather broiler chicks decreased month-on-month, resulting in a month-on-month
    decline in the company's sales revenue of white feather broiler chicks in December 2022.
    With the gradual recovery of slaughterhouse slaughtering capacity, the price of hairy chickens and chicks has gradually increased
    .
    M9y-,

    On the same day, Sunnong Development announced that it achieved sales revenue of 1.
    535 billion yuan in December 2022, a year-on-year increase of 13.
    54% and a month-on-month increase of 1.
    77%.

    M9y-,

    A few days ago, Xiantan Shares, Minhe Shares, and Lihua Shares also released the monthly sales briefing
    .
    M9y-,

    Xiantan Co.
    , Ltd.
    announced that in December 2022, it achieved sales revenue of 534 million yuan and sales volume of 48,400 tons, with year-on-year changes of 71.
    39% and 36.
    43%, and month-on-month changes of 9.
    47% and 4.
    93%
    respectively.
    M9y-,

    Minhe announced that 9.
    9406 million commercial chicks were sold in December 2022, a year-on-year change of -21.
    69% and a month-on-month change of -60.
    28%; Sales revenue was 12.
    453 million yuan, a year-on-year change of -36.
    78% and a month-on-month change of -86.
    39%.

    M9y-,

    In December 2022, the price of chicks experienced great fluctuations, and the sales of Minhe shares were also greatly affected
    .
    M9y-,

    Minhe said that the sales volume of the company's commercial chicks fell by 60.
    28% month-on-month, mainly due to the decline in the company's hatchery volume (incubation: the annual routine operation of hatchery to avoid production in advance to avoid the inability to slaughter hairy chickens during the Spring Festival holiday).

    The decline in hatching volume of chicks and the decline in chick sales prices this month also led to a year-on-year
    and month-on-month decline in sales revenue from Minhe Shares' commercial generation chicks.
    M9y-,

    In addition, Lihua announced that in December 2022, 37.
    4264 million broiler chickens (including hairy chickens, slaughtered products and cooked products) were sold, with sales revenue of 1.
    049 billion yuan, and the average sales price of hairy chickens was 13.
    16 yuan/kg, with month-on-month changes of 6.
    60%, -6.
    51% and -12.
    33%, and year-on-year changes of 8.
    24%, 3.
    25% and -7.
    32%
    respectively.
    M9y-,

    The industry experienced many challenges in 2022M9y-,

    The industry experienced many challenges in 2022

    Looking back on 2022, the chicken industry has experienced many challenges such as sluggish consumption during the epidemic and sharp increases in raw material prices, especially in the chicken seedling sector, which once soared to a new record in the middle of last year, but fell back to the "cabbage price"
    at the end of the year.
    M9y-,

    The data shows that in December 2022, after the incubation period, the price of white feather chicks hovered continuously at a low level, and the overall price was in a weak state, on January 3 this year, the average price of the national white feather chick market was 0.
    87 yuan / p, down 20.
    18%
    from before the seedling period.
    Since then, the price of chicks has risen again, and as of January 9, the average price of white feather chicks in the country was 1.
    73 yuan / peat, a daily increase of 29.
    61%.

    M9y-,

    Chicken prices are like chicken habits, like to "jump up and down", but in the industry's view, the price of hairy chickens fluctuates relatively large years ago, which is a normal phenomenon, from the perspective of past years, after the incubation period, the price of hairy chickens will fluctuate relatively large, especially the epidemic factors have also brought a certain impact
    on the industry.
    M9y-,

    For the current industry background, companies in the industry are still optimistic
    .
    M9y-,

    Sunnong Development said in the announcement that in 2022, in the face of industry challenges, the company will achieve multi-index growth in production capacity, revenue and sales volume during the trough of the industry by continuously improving its management level and promoting measures to reduce costs and increase efficiency, further strengthening its comparative advantages
    with other enterprises in the same industry.
    On the other hand, Sunnong Development completed the investment in Henan Sensheng Agriculture and Animal Husbandry Co.
    , Ltd.
    , which not only increased the output of broilers, but also expanded the company's industrial chain horizontally to the field of broiler chickens, laying a solid foundation
    for the realization of the company's "14th Five-Year Plan".
    M9y-,

    Sunnong Development also said that all links of the industrial chain have achieved good development
    throughout 2022.
    "In the upstream poultry feeding and processing sector, under the first year of sales of its own seed source Shengze 901, the company's grandparent chicken replenishment and renewal has exceeded 20% of the national total, laying a solid foundation
    for the increase in sales of parent breeders in 2023.
    At the same time, benefiting from the continuous improvement of breeding and management level and the performance advantages of its own seed sources, the company's comprehensive breeding efficiency continued to rise, and the annual European Index increased by nearly 2%
    year-on-year.
    In the downstream deep-processed meat products sector, while achieving double growth in revenue and sales, brand promotion continues to upgrade, of which C-end channels contribute significantly to the annual performance, not only maintaining rapid revenue growth, highlighting the results of explosive strategies, and increasing profitability
    .
    M9y-,

    Throughout 2022, the chicken industry ushered in an improvement in prosperity in the second half of the year, and according to the disclosure of relevant listed companies, sales data increased
    month by month.
    Industry insiders pointed out that from the perspective of broiler breeding, the industry is currently in the stage of climbing from the bottom up, and it will continue
    in 2023.
    M9y-,

    The industry is optimistic about the new yearM9y-,

    The industry is optimistic about the new year

    At present, the insufficient introduction of ancestor chickens is the main supporting factor
    for the new round of market of white feather chickens.
    M9y-,

    It is understood that due to the problem of avian influenza and flight restrictions, the introduction of ancestor broiler breeders in China has decreased
    sharply since May 2022.
    Yisheng shares previously said in the survey that at present, the influencing factors are still there, and it is expected that the introduction volume in 2023 will not be too much
    .
    M9y-,

    According to the statistics of the China Animal Husbandry Association, from January to November 2022, the renewal volume of China's ancestor white-feathered broiler breeders was 860,000 sets, and it is expected that the renewal of ancestral broiler breeders in the whole year will not exceed 1 million sets
    .
    M9y-,

    Due to the decrease in supply, the price of chicken seedlings once rose sharply, and as a business enterprise with chicken seedlings, companies such as Yisheng and Minhe received high attention
    .
    M9y-,

    In a recent investor survey, Yisheng disclosed its plans
    for 2023.
    The company said that in 2023, the normal introduction plan of the company's grandparent broiler breeders will be about 300,000 sets per year, maintaining a 1/3 share of the company's ancestral broiler breeder market share
    .
    However, affected by factors such as bird flu in the United States, the supply of breeders in the United States is tight, and the final number of seeds introduced by the company depends on whether the factors affecting the supply of breeders are alleviated or eliminated
    .
    M9y-,

    In terms of production capacity, Yisheng expects the production of commercial white-feathered broiler chicks to be 580 million in 2023, a slight increase from 2022, mainly due to the improvement
    of breeding quantity and breeding efficiency brought about by the change in breeding mode.
    The production of parent white-feathered broiler chicks in 2023 also depends on the introduction of the company's grandparent breeders in the first quarter
    .
    M9y-,

    For the future market situation of the industry, the industry and brokerage institutions are more optimistic
    .
    M9y-,

    China Post Securities said that the impact of upstream supply shortage will gradually be transmitted
    from top to bottom to parents, commodity generations, broilers and other links.
    It is expected that the white feather broiler industry chain will continue to boom
    .
    M9y-,

    East Asia Qianhai Securities believes that the market is often sluggish after the Spring Festival, and the production capacity of farmers is actively degraded or occurs, which is good for the market of chicken seedlings
    in the future.
    At the same time, the transmission of the introduction gap is expected to gradually materialize, and the price of commodity seedlings will rise in the first half of 2023
    .
    M9y-,

    According to industry analysts, from the supply side, the current replenishment sentiment is not good, and after the Spring Festival, it faces a certain problem of shrinkage of chicken sources, which supports the price of hairy chickens; From the demand side, the replenishment of the distribution side was cautious a few years ago, and after a period of digestion during the Spring Festival, there were conditions
    for taking goods.
    In addition, the current downstream consumer market has released some positive signals
    .
    If feed prices can continue to fall and chicken prices gradually rise, the profit margins
    of chicken enterprises can be further expanded.
    M9y-,

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