Pastoral, Wen's, Zhengbang, New Hope, Tianbang, Dabei Farmer... The first three quarters of the listed pig enterprises.

First, january-September 2020 listed pig out of the column pig number as of October 12, 12 listed pig enterprises in the first three quarters of the pig column data has been published, from the data we can see such a few phenomena: First, laurel easy owner, Makhara In place of Wen's pick the first nine months out of the number of pigs, and Wen's number of pigs out of the column compared to last year's "waist cut", in September Wen's column 7411 million head, but also ranked in the past, Zhengbang and New Hope, ranked fourth.
2, New Hope 6 increased the most year-on-year, with 4.338 million pig heads in January-September, up 83.11% year-on-year, the largest year-on-year increase among the 12 pig companies.
This is, nearly half of the pigs out of the column pig number decreased year by year, Wen's, Dabei nong, Tang God, Luo Niushan and Zhenghong technology, out of the column pig year by year have different degrees of reduction.
Second, January-September 2020 net profit from the first three quarters have been announced the results of the forecast of the six head pig enterprises, Makhara, Wenshi, Zhengbang, New Hope Six and Tianbang and Jinxin Nong data, these six enterprises are profitable, but the profit margin of two days, each has its own autumn.
1, Muyuan: net profit absolute value of the largest pig enterprises, the first three quarters of net profit increased about 14 times year-on-year, the third quarter net profit accounted for half of the nine-month net profit, and almost a day 100 million speed in making money, a veritable "money printing machine."
2, Wen's: tired of the chicken market, Wen's net profit is much less than Mawhara, the first three quarters only earned 81-84 billion yuan, but also the absolute value of the second-ranked enterprises.
But its third-quarter net profit fell 9.69%-16.07% year-on-year, Wen responded: "In the first three quarters of this year, wen's shares of wool chicken and duck sales fell 22.96 percent and 31.47 percent year-on-year, respectively, and poultry business profits fell sharply year-on-year, resulting in large losses."
"3, Zhengbang: Zhengbang's net profit in the third quarter was the largest year-on-year increase, about eight times, but also a day to earn 100 million rhythm.
according to its monthly number of pigs out of the column, in August has exceeded the monthly column million, in September out of 1.216 million, is four times as many as in January, the growth rate can be described as fast.
due to the large increase in the number of monthly columns, coupled with this year's high pig prices, Zhengbang in the first three quarters of Zhengbang profit of 5.5-56 billion yuan, 100 times more than last year.
4, Tianbang: the first three quarters of net profit increased 233-242 times year-on-year, is currently the largest increase in pig enterprises, from the number of pigs out of Tianbang, 2.02 million pigs, not much changed from last year, but because of the high proportion of its breed pigs and piglets, so the profit is very considerable.
This, pig production capacity continued to recover, pig prices into the down period, how to deal with pig enterprises? October 6, Huaxi Securities issued a research report that: the current pig cycle from June 2018, the current length of 28 months, for the "up-period";
according to data monitored by the Ministry of Agriculture and Rural Affairs, pig production is gradually recovering, starting with a 3.4% increase in the number of newborn piglets for the first time in February and a 3.6% year-on-year increase in the number of sows in June 2020, the first since 2018. For the first time since April, year-on-year growth was achieved; third, in July 2020, pig stock increased by 13.1% year-on-year, the first year-on-year increase since April 2018; and in addition to the steady recovery in production capacity, three supply factors also affected the decline in pig prices.
is that the main force of capacity restoration is the leading enterprises above the scale, and its increase in the number of columns has a greater impact on the market than ordinary retail investors.
second, when supply growth is growing but demand is relatively stable, the previously loss-making slaughter industry will take advantage of the changing supply and demand situation to try to pull down pig prices and reduce costs.
is that the central reserve of frozen pork is constantly being put into use.
Muyuan shares said: "In the face of several historical pig price troughs, the company first from the production management to minimize costs, this is one of our goals, but also we maintain a relatively fast pace of development of a foundation; The relatively conservative cash flow management strategy is specifically to manage the cost of construction projects, for example, in 2014 and 2018, despite the fluctuations in profits, but by doing so, the company's normal operations and future development can be maintained unaffected.
" New Hope Vi and also said to continue to reduce costs, the goal is october-December 2021, pig self-fertilization costs fell to the theoretical value of 11-12 yuan, do not worry about the impact of the pig cycle.
this is a very firm decision-making direction within the new hope.
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