Poultry and animal medicine stocks soared due to bird flu

Introduction: the stock indexes of the two cities started to fluctuate deeply on Thursday We found that the stock of animal medicine concepts such as Zhongmu (600195), Jinyu group (600201) and shenghuabaike (600226) have entered the top of the list This is mainly caused by the discovery of avian influenza in Turkey, Romania, Greece and China's Inner Mongolia According to relevant reports, as of October 10, a total of 98 suspected cases of avian influenza were found in Indonesia, of which 5 were confirmed to be infected with avian influenza (4 have died); subsequently, due to the migration of birds in Asia and Africa, Russia, Bulgaria, Romania and Turkey and other countries in Europe also suffered from avian influenza Who also expects January to March next year to be a high-risk period for an outbreak of global avian influenza On October 19, the national avian influenza reference laboratory confirmed the H5N1 avian influenza epidemic in a rare poultry farm in tengjiaying village, Bayan Town, Saihan District, Hohhot City, Inner Mongolia Autonomous Region Fortunately, the bird flu epidemic has been temporarily controlled But now it's the migratory season There are three migratory routes in the world passing through China The poisonous migratory birds contact with poultry, which is very easy to cause new epidemic From the performance of the stock market during the previous international and domestic epidemic: on December 25, 2003, the first case of mad cow disease was found in the United States, which led to a sharp fall in the U.S stock market, including the food giant danglao At the same time, the stock prices of beef substitutes, poultry, eggs and pork, as well as the stock prices of the relevant pharmaceutical companies producing and testing mad cow disease, also soared In China, 2003 During the SARS period in, Tiantan biology, the beneficiary company of vaccine production, increased by more than 40% in April alone In view of the expectation of the avian influenza epidemic, it is necessary to make some investment considerations At present, the listed companies involved in vaccine production in the two cities mainly include China animal husbandry Co., Ltd., Jinyu group, Donghu hi tech, Huashen group, shenghuabaike, etc in addition, the companies involved in the poultry and livestock vaccine industry also include Yahua seed industry, Qinfeng agriculture, Changchun hi tech, Guangdong Hongyuan, Harbin Pharmaceutical Group, etc the shares of these companies have certain performance opportunities On the other hand, the future outbreak of avian influenza will also have a great impact on raw materials, feed, breeding and other related markets, and will also have an impact on the end consumer market of meat, resulting in a decline in meat consumption For example, the rise and development of grassland engaged in chicken production in the two cities implies a greater risk, but related chicken alternative products such as aquatic products, beef, pork and so on will be in demand Increase At present, the listed companies engaged in aquatic products mainly include Dongting Shuizhi, reclaimed water fishery and good management Tianxiang group, LUONIUSHAN, Yufeng, xinwufeng and Shunxin agriculture, which are engaged in the production of cattle and pork, and Yili, Sanyuan and Guangming dairy, which are engaged in the production of dairy industry, will also attract the attention of investors.