In the first half of 2019, the net income of 24 listed companies exceeded 10 billion, and SUNNONG, new hope Liuhe and wenshijing

OA_show('918'); In September 2019, the performance statements of the first half of each listed company have been published Ruonan counted 8 feed enterprises, 10 pig raising and slaughtering processing enterprises, 6 poultry raising and slaughtering processing enterprises totaling 24 Their total operating income in the first half of the year exceeded 200 billion, while the total net profit reached 10.368 billion yuan, of which only 4 enterprises suffered from operating losses in the first half of the year Home, are Zhengbang technology, tianbang shares, young eagle farming and animal husbandry and LUONIUSHAN, almost all pig enterprises From the perspective of industry classification, six enterprises in poultry breeding sector make the most money, with a total net profit of 4.317 billion yuan, of which the net profits of Minhe shares and Yisheng shares have increased 46 times and 26 times respectively The net profits of the eight feed enterprises were all positive, but the net profits of dabiannong and Hunan Zhenghong were significantly lower than that of last year However, the net profits of Hefeng animal husbandry and jinxinnong increased the most year-on-year Firstly, Hefeng poultry materials accounted for a large proportion, while the profits of poultry in the first half of the year were considerable Secondly, for African swine fever, Hefeng launched the functional package W.in to improve the immunity of pigs 5i88 has also been widely praised by the market From the perspective of a single enterprise, the top three companies with high net profit are Shengnong development, new hope Liuhe and Wenshi Co., Ltd., all of which have different identities Among them, Shengnong development is the largest one-stop broiler feeding enterprise in the whole industry chain in China, which integrates chicken breeding and food processing and sales; New hope Liuhe is the first feed enterprise in China and the third feed enterprise in the world Its poultry production is the first in China, and it is also the first parent generation of duck seedlings, the second largest commercial generation of chicken seedlings and duck seedlings supplier in China Its poultry slaughter volume has been ranked first in China for many years; Wen's stock is the largest pig raising enterprise in China, the largest yellow feather broiler breeding enterprise, and the largest enterprise in the market value of gem Under the influence of African swine fever, in addition to Wynn's shares and Longda meat, the net profit of pig raising enterprises almost fell year on year, while the net profit of Zhengbang technology, tianbang shares, faying farming and animal husbandry and LUONIUSHAN in the first half of the year was in deficit Teg Teg In terms of the feed sales volume announced by 10 enterprises, the sales volume of enterprises mainly based on pig feed generally declined in varying degrees, such as Zhengbang technology, Dabei agriculture group, aonong biology, Jin Xinnong and Hunan Zhenghong, while the feed varieties include poultry, aquatic products and other types of enterprises Their feed sales increased in the first half of the year compared with the same period of the previous year, such as Haida group and xinhope six, which have a large share of poultry feed Hefeng animal husbandry Co., Ltd and Hefeng animal husbandry Co., Ltd., Tiankang biological's feed sales volume is not large, but the year-on-year growth is the largest The annual report said that the feed sales volume is stable due to the dual drive development strategy of products and services Teg Affected by African swine fever in the past year, in addition to poultry breeding enterprises, enterprises mainly engaged in pig feed and pig raising have been affected to varying degrees However, as we know from Ronan, the impact in the first half of the year is not large Due to the sharp decline of pig stocks, it is estimated that the impact will increase in the second half of the year On the other hand, the good news is that the price of pigs has been rising, and these large-scale enterprises The industry has also been increasing the layout of pig breeding If there are pigs in hand, and if we are lucky enough to fail, it is still possible to turn over the plate! TEG Of course, what Ruonan listed is only the performance of some listed companies, including gem, new third board and unlisted companies Their performance is not listed in Ruonan Although the latter half of the year is full of thorns, there is still hope in the industry For example, TEG may speed up the listing process, and some people predict that it will be launched within the year; TEG is affected by non pestilence, and the profits of broiler and laying hens are considerable; TEG 3 is that the state starts to encourage individual farmers to raise pigs, and various supporting policies are issued; TEG 4 is that many pig material enterprises start to transform, increasing diversified development of poultry material, aquatic material, ruminant material, etc; TEG hopes that our animal husbandry industry will soon usher in the dawn and embark on the fast lane of healthy development! See you at the end of the year! TEG (author: Ruonan)