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On October 10, the chicken concept sector soared, Yisheng shares, Huatong shares, Xiaoming shares soared 18.
83%, Minhe shares, Xiantan shares, Lihua shares, Superstar Agriculture and Animal Husbandry rose more than 8%, and Shengnong Development, Chunxue Food, Wens shares and other stocks rose more than 5%.
On the same day, a number of listed companies in the chicken sector released sales briefings for September, benefiting from the rise in chicken prices, and the sales revenue of related companies achieved a large increase
.
Data show that at present, the price of white feather chicken fry climbed to the 4 yuan / feather mark, a new high in the year, and the supply and demand sides are showing a good trend
.
Since April this year, the white-feathered broiler breeding has been profitable for
more than five months.
Consistently profitable
Xiantan Co.
, Ltd.
, an integrated enterprise of breeding, slaughtering and processing, disclosed that in September, the sales revenue of chicken products was 459 million yuan, and the sales volume was 46,100 tons, with year-on-year changes of 58.
55% and 37.
98%, and month-on-month changes of -1.
90% and -1.
58%
respectively.
Among them, the poultry breeding and processing industry achieved sales revenue of 442 million yuan of chicken products, with a sales volume of 45,000 tons, a year-on-year change of 59.
64% and 38.
29%, a month-on-month change of -1.
90% and -1.
54%; The food processing industry achieved sales revenue of 17.
2554 million yuan of chicken products, and the sales volume was 12,000 tons, a year-on-year change of 34.
90% and 26.
93%, a month-on-month change of -2.
01% and -2.
97%.
Yisheng shares, a breeder company, disclosed that the number of white feather broiler seedlings sold in September was 46.
2142 million, and the sales revenue was 163 million yuan, a year-on-year change of 4.
20% and 48.
13%, and a month-on-month change of 0.
06% and 13.
69%
respectively.
The sales volume of Yisheng 909 small white feather broiler fry was 7.
4003 million, and the sales revenue was 12.
4579 million yuan, a month-on-month change of -2.
42% and 5.
91%,
respectively.
Minhe shares announced that 24.
0332 million commercial chicken seedlings were sold in September, a year-on-year change of -10.
75% and a month-on-month change of 15.
89%; Sales revenue was 70.
4137 million yuan, a year-on-year change of 19.
52% and a month-on-month change of 38.
11%.
According to the data disclosed by Lihua shares, 36.
7683 million broiler chickens (including hairy chickens, slaughtered products and cooked products) were sold in September, with sales revenue of 1.
366 billion yuan, and the average sales price of hairy chickens was 18.
66 yuan / kg, with month-on-month changes of 4.
07%, 10.
34% and 4.
66%, and year-on-year changes of 5.
61%, 50.
09% and 40.
51%
respectively.
The rise in chicken prices has led to an increase
in the performance of related companies.
Yisheng shares and Minhe shares respectively said that with the rise of the prosperity of the white feather broiler industry, the sales price of chicken seedlings rose sharply year-on-year in September, so the sales revenue of chickens increased
significantly year-on-year.
The staff of the securities department of Yisheng shares said that at present, the downstream replenishment sentiment is high, and the company's orders are sufficient, which has been scheduled until early
December.
Data show that during the National Day holiday, the price of white feather chickens climbed to 4.
00 yuan / feather, a new high
in the year.
Some securities research reports pointed out that the removal of parent breeders is obviously hindered by overseas introduction, and the inflection point of white feather chicken breeding is expected to accelerate
.
At the same time, pig prices rose significantly during the National Day, and chickens and pigs are expected to dance together
.
The industry boom is out of the bottom
Zhuochuang information analyst Feng Xiaocheng told the Securities Times reporter that at present, due to factors such as the decline in the supply of white feather broiler chickens and the rise in broiler prices, the chicken market has been boosted from both supply and demand, and the price of chickens has risen to the highest point
in the year.
Moreover, the current reserve breeder stock continues to decrease, the domestic breeding capacity is relatively limited, can not make up for the shortage of breeders, tight supply to promote the upward
price of chickens.
Therefore, in theory, it can be considered that the industry prosperity is out of the bottom and is expected to open a new round of upward cycle
.
However, Feng Xiaocheng also pointed out that the price of chicken seedlings rose to a new high in the year in early October, and the upward momentum in the later period may be insufficient, and the seedling price is running in a flat manner, and it is expected that the price of seedlings may fall in December, and will reduce
the income of hatchery and slaughtering.
In addition to supply and demand factors, since the beginning of this year, factors such as high feed prices and restrictions on international flights have also affected
the industry.
From the perspective of the cost composition of broiler breeding, under normal circumstances, feed prices can account for 60%~70%
of broiler breeding costs.
"From 2022, the domestic white-feathered broiler feed price will continue to strengthen, and the breeding cost will be pulled at 10%~15%.
The increase in cost expenditure supports the market price of broilers to a certain extent, not only in the breeding link, but also in the hatching and slaughtering links are also affected by the cost of high-priced feed, and the cost rises across the board, which has a supporting effect on the price, and the price of the white-feathered broiler industry in the later stage may be at a medium and high level
.
Feng Xiaocheng thought
.
According to Mysteel agricultural product statistics, as of August, the total inventory of white-feathered broiler ancestors was 1.
8979 million sets, down 3.
29% month-on-month and up 1.
77%
year-on-year.
According to statistics from Mysteel agricultural product sample enterprises, the number of white feather commercial seedlings in September was 207.
8587 million birds, a decrease of 8.
057 million birds from August, a decrease of 3.
73%
from the previous month.
According to Zhuochuang information research, the difficulty of introducing ancestral breeders in recent times is mainly due to the small number of international flights
.
It is understood that since the end of April this year, due to flight problems, the new crown epidemic and bird flu in New York, the United States, the introduction of ancestral seedlings has not been introduced for nearly 4 consecutive months, which will lead to a decrease in the emergence of commercial chicken seedlings in one and a
half years.
"The uncertainty of the number of international flights in the later stage is large, the difficulty of introducing ancestral breeders still exists, and the monthly update volume may continue to be at a medium to low level
.
" Feng Xiaocheng said
.
That is to say, from the perspective of breeding source, to a certain extent, it still affects the release of production capacity in the
medium and long-term broiler market.
;
; On October 10, the chicken concept sector soared, Yisheng shares, Huatong shares, Xiaoming shares soared 18.
83%, Minhe shares, Xiantan shares, Lihua shares, Superstar Agriculture and Animal Husbandry rose more than 8%, and Shengnong Development, Chunxue Food, Wens shares and other stocks rose more than 5%.
On the same day, a number of listed companies in the chicken sector released sales briefings for September, benefiting from the rise in chicken prices, and the sales revenue of related companies achieved a large increase
.
Data show that at present, the price of white feather chicken fry climbed to the 4 yuan / feather mark, a new high in the year, and the supply and demand sides are showing a good trend
.
Since April this year, the white-feathered broiler breeding has been profitable for
more than five months.
Consistently profitable
Sustained profitability Sustained profitability Xiantan Co.
, Ltd.
, an integrated enterprise of breeding, slaughtering and processing, disclosed that in September, the sales revenue of chicken products was 459 million yuan, and the sales volume was 46,100 tons, with year-on-year changes of 58.
55% and 37.
98%, and month-on-month changes of -1.
90% and -1.
58%
respectively.
Among them, the poultry breeding and processing industry achieved sales revenue of 442 million yuan of chicken products, with a sales volume of 45,000 tons, a year-on-year change of 59.
64% and 38.
29%, a month-on-month change of -1.
90% and -1.
54%; The food processing industry achieved sales revenue of 17.
2554 million yuan of chicken products, and the sales volume was 12,000 tons, a year-on-year change of 34.
90% and 26.
93%, a month-on-month change of -2.
01% and -2.
97%.
Yisheng shares, a breeder company, disclosed that the number of white feather broiler seedlings sold in September was 46.
2142 million, and the sales revenue was 163 million yuan, a year-on-year change of 4.
20% and 48.
13%, and a month-on-month change of 0.
06% and 13.
69%
respectively.
The sales volume of Yisheng 909 small white feather broiler fry was 7.
4003 million, and the sales revenue was 12.
4579 million yuan, a month-on-month change of -2.
42% and 5.
91%,
respectively.
Minhe shares announced that 24.
0332 million commercial chicken seedlings were sold in September, a year-on-year change of -10.
75% and a month-on-month change of 15.
89%; Sales revenue was 70.
4137 million yuan, a year-on-year change of 19.
52% and a month-on-month change of 38.
11%.
According to the data disclosed by Lihua shares, 36.
7683 million broiler chickens (including hairy chickens, slaughtered products and cooked products) were sold in September, with sales revenue of 1.
366 billion yuan, and the average sales price of hairy chickens was 18.
66 yuan / kg, with month-on-month changes of 4.
07%, 10.
34% and 4.
66%, and year-on-year changes of 5.
61%, 50.
09% and 40.
51%
respectively.
The rise in chicken prices has led to an increase
in the performance of related companies.
Yisheng shares and Minhe shares respectively said that with the rise of the prosperity of the white feather broiler industry, the sales price of chicken seedlings rose sharply year-on-year in September, so the sales revenue of chickens increased
significantly year-on-year.
The staff of the securities department of Yisheng shares said that at present, the downstream replenishment sentiment is high, and the company's orders are sufficient, which has been scheduled until early
December.
Data show that during the National Day holiday, the price of white feather chickens climbed to 4.
00 yuan / feather, a new high
in the year.
Some securities research reports pointed out that the removal of parent breeders is obviously hindered by overseas introduction, and the inflection point of white feather chicken breeding is expected to accelerate
.
At the same time, pig prices rose significantly during the National Day, and chickens and pigs are expected to dance together
.
00 yuan / feather mark, a new high
in the year.
Some securities research reports pointed out that the removal of parent breeders is obviously hindered by overseas introduction, and the inflection point of white feather chicken breeding is expected to accelerate
.
At the same time, pig prices rose significantly during the National Day, and chickens and pigs are expected to dance together
.
During the National Day holiday, the price of white feather chicken fry climbed to 4.
00 yuan / feather mark, a new high
in the year.
Some securities research reports pointed out that the removal of parent breeders is obviously hindered by overseas introduction, and the inflection point of white feather chicken breeding is expected to accelerate
.
At the same time, pig prices rose significantly during the National Day, and chickens and pigs are expected to dance together
.
The industry boom is out of the bottom
Industry prosperity off the bottom Industry prosperity off the bottom Zhuochuang information analyst Feng Xiaocheng told the Securities Times reporter that at present, due to factors such as the decline in the supply of white feather broiler chickens and the rise in broiler prices, the chicken market has been boosted from both supply and demand, and the price of chickens has risen to the highest point
in the year.
Moreover, the current reserve breeder stock continues to decrease, the domestic breeding capacity is relatively limited, can not make up for the shortage of breeders, tight supply to promote the upward
price of chickens.
Therefore, in theory, it can be considered that the industry prosperity is out of the bottom and is expected to open a new round of upward cycle
.
.
Theoretically, it can be considered that the industry prosperity is out of the bottom and is expected to open a new round of upward cycle
.
However, Feng Xiaocheng also pointed out that the price of chicken seedlings rose to a new high in the year in early October, and the upward momentum in the later period may be insufficient, and the seedling price is running in a flat manner, and it is expected that the price of seedlings may fall in December, and will reduce
the income of hatchery and slaughtering.
In addition to supply and demand factors, since the beginning of this year, factors such as high feed prices and restrictions on international flights have also affected
the industry.
From the perspective of the cost composition of broiler breeding, under normal circumstances, feed prices can account for 60%~70%
of broiler breeding costs.
"From 2022, the domestic white-feathered broiler feed price will continue to strengthen, and the breeding cost will be pulled at 10%~15%.
The increase in cost expenditure supports the market price of broilers to a certain extent, not only in the breeding link, but also in the hatching and slaughtering links are also affected by the cost of high-priced feed, and the cost rises across the board, which has a supporting effect on the price, and the price of the white-feathered broiler industry in the later stage may be at a medium and high level
.
Feng Xiaocheng thought
.
According to Mysteel agricultural product statistics, as of August, the total inventory of white-feathered broiler ancestors was 1.
8979 million sets, down 3.
29% month-on-month and up 1.
77%
year-on-year.
According to statistics from Mysteel agricultural product sample enterprises, the number of white feather commercial seedlings in September was 207.
8587 million birds, a decrease of 8.
057 million birds from August, a decrease of 3.
73%
from the previous month.
According to Zhuochuang information research, the difficulty of introducing ancestral breeders in recent times is mainly due to the small number of international flights
.
It is understood that since the end of April this year, due to flight problems, the new crown epidemic and bird flu in New York, the United States, the introduction of ancestral seedlings has not been introduced for nearly 4 consecutive months, which will lead to a decrease in the emergence of commercial chicken seedlings in one and a
half years.
"The uncertainty of the number of international flights in the later stage is large, the difficulty of introducing ancestral breeders still exists, and the monthly update volume may continue to be at a medium to low level
.
" Feng Xiaocheng said
.
That is to say, from the perspective of breeding source, to a certain extent, it still affects the release of production capacity in the
medium and long-term broiler market.
