Wen's life-saving year "up 47%, back to the GEM "one brother" position! Experts predict pigs in 2019.
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Last Update: 2020-07-23
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Source: Internet
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Author: User
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OA show ('918 '); Wynn's market value returned to the position of "first brother" on the growth enterprise market mb7Wynn's shares soared 6.06% on the 5th, with the latest closing price hitting a three-year highThe value of a stock market reached 204.6 billion yuan, making it the only listed company with a market value of more than 200 billion yuan in the agriculture, forestry, animal husbandry and fishery industryFrom the perspective of the market value of the latest A-share of gem, influenced by the 5-day surge, Wen's market value topped the list of A-share market value of gemOn February 22, mb7 mb7, Wynn announced the 2018 performance expressDuring the reporting period, the company realized a total operating revenue of 57.308 billion yuan, a total profit of 4.292 billion yuan, and a net profit of 3.962 billion yuan attributable to shareholders of the listed companyThe company's net profit attributable to shareholders of the listed company decreased by 41.31% year on year; The main reasons for mb7 are as follows: (1) affected by the change of market supply and demand and the outbreak of swine fever in Africa in the second half of the year, the sales price of the company's commercial pigs decreased by 14.42% year on yearAlthough the company's pig breeding business continued to maintain steady development, the sales volume of commercial pigs increased by 17.10% year on year, but it was not enough to offset the impact of the decline in the average sales price, resulting in a sharp drop in the company's profit level of commercial pigs year on yearDuring the mb7 (2) reporting period, the company completed the registration of granting the first restricted stock and amortized the incentive fee of the restricted stock of 312 million yuan in accordance with the relevant provisions of the accounting standards for business enterprises, resulting in a decrease in net profitAt the end of mb7 (3) report period, according to the relevant provisions of the accounting standards for business enterprises and the market situation and actual business situation, the company has accrued the inventory falling price reserves of 84 million yuanMb7 on March 4, 2019, Wynn and Zhejiang Huatong meat products Co., Ltd(hereinafter referred to as "Huatong") signed the strategic cooperation framework agreement in Xinxing County, Yunfu City, Guangdong ProvinceThe two sides reached a strategic cooperation direction on pig breeding, slaughtering business and other aspects of cooperationSpecific cooperation matters will be further negotiated and agreedMb7 muyuan shares followed closely, returning to the market value of 100 billion yuan, investing 500 million yuan to build a pig slaughtering and food processing project mb7 mb7 February 21 morning, agricultural shares soaredThe stock price of muyuan is more than 49 yuan, with a market value of more than 100 billion yuan, becoming the second agricultural stock with a market value of more than 100 billion yuan after WenIndustry insiders believe that the rise of pig stocks means that the outside world is generally optimistic about the future trend of pig prices Mb7 muyuan announced on March 1 that it plans to invest 500 million yuan in Zhengyang County to build 2 million pig slaughtering and food processing projects The project is divided into two phases, the first phase is the 2 million pigs slaughtering project, and the second phase is the food processing project According to the company, carrying out pig slaughtering and food processing projects is an important measure for the company to expand from the breeding link to the downstream according to the changes of the industry situation and the company's future development plan Mb7 pork market soared Braker predicted that the price of pork will reach 20 yuan / kg in 2019 Among the many pork concept stocks, Wynn's is not the best one Its cumulative increase since the beginning of the year is 47.06%, ranking outside the top 10 According to data treasure statistics, excluding the secondary new shares listed this year, the growth of three concept shares of agriculture and animal husbandry doubled, namely Yisheng shares, Zhengbang technology and xinwufeng The highest increase was in Yisheng shares, with a cumulative increase of 198.26% since the beginning of the year Tianbang shares, muyuan shares, new hope, Tiankang biology, etc rose by more than 50% Lin Guofa, research director of mb7 Brunswick group, said in an interview with first finance and economics that the aquaculture industry is a typical cyclical market After a deep loss, it will usher in the recovery of the industry The previous decline has led to an oversold rebound, and the sustained support for the industry's rise is mainly due to the improvement of the industry's forecast in the future Referring to the rise of pig price bull market in the past two cycles and the evaluation of the relationship between supply and demand, in 2019, the pig price is expected to break the historical high, and the average price is also significantly improved In addition, due to the serious impact of the epidemic on pig production capacity, the current round of pig price bull market is expected to last longer, and the industry profitability is expected to improve Mb7 thinks that according to the current feed price, regardless of the epidemic factors, the average unit cost of pigs is 11.6 yuan / kg, and the weak soybean meal is expected to further reduce the feed cost, thereby reducing the average production cost of pigs, According to the calculation of 115KG pig weight, the price of pig rebounded to 20 yuan / kg, with a single profit of 966 yuan / head In 2016, the high price of pig was 22.4 yuan / kg, with a profit of 800-1000 yuan / head Mb7 Lin Guofa predicted that in the second quarter, the pig price is expected to quickly break through the 2016 high and maintain a high price for a long time In 2019, the average price of pigs on the market is expected to reach 17-18 yuan / kg, with an average profit of 700-800 yuan / head In 2020-2021, the pig price is still expected to remain at a high level It is expected that in 2020-2021, the average single pig profit will be 600-1000 yuan / head, with a low feed breeding level, and the past few years In, the capacity of aquaculture group was released in a large amount, and it is expected to realize profits quickly in the next three years Zhu zengyong, deputy researcher of Agricultural Information Research Institute of Chinese Academy of Agricultural Sciences, mb7, said that the continuous decline of sows in 2018, especially in the second half of the year, will affect the market supply in the second half of 2019 and 2020, and the situation of tight supply in the second half of this year will gradually appear He predicted that the price of pigs will rebound moderately in the second quarter of this year, and the increase will accelerate after June until the first half of 2020 In addition, the benefits drive the enthusiasm of the supplement, and the price of pigs in the next two or three years is optimistic Mb7 by
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