Summary
[A new round of pig cycle may have been brewing for the average price of pork to recover]On January 20, the concept of pork became stronger, the daily limit of Delis’s seven consecutive boards, and Muyuan shares and Wen’s shares rose nearly 5%. The Changjiang Securities Research Report pointed out that the main line of agricultural investment in 2022 lies in the pig breeding sector, and a new round of pig cycle has been brewing. The agency believes that the current trend of the sector is relatively certain. With the further expansion of the stock of reproductive sows, the inflection point of pig prices is expected to come, and it is recommended to focus on the allocation of the pig breeding sector. (First Finance and Economics)
On January 20, the concept of pork strengthened,DelisSeven consecutive daily limit,Muyuan shares、Wen’s sharesrose nearly 5%.
The Spring Festival holiday is approaching, and consumers’ demand for fresh meat continues to grow. According to the detection of the Ministry of Agriculture and Rural Affairs, the average price of pork this week has decreased compared with last week. The average price of pork rebounded on January 20.agricultural productsThe average price of pork in the wholesale market was 21.81 yuan/kg, up 0.9% from yesterday. At the same time, the relevant person in charge of the Ministry of Agriculture and Rural Affairs stated at the press conference today that the production of live pigs has fully recovered. By the end of 2021, there will be 43.29 million breeding sows in the country, and the production capacity has returned to a reasonable level. The annual pork production is 52.96 million tons, higher than The annual growth rate was 28.8%, basically reaching the historical normal level.
Changjiang SecuritiesResearch reportIt is pointed out that the main line of agricultural investment in 2022 lies in the pig breeding sector, and a new round of pig cycle has been brewing. The agency believes that the current trend of the sector is relatively certain. With the further expansion of the stock of reproductive sows, the inflection point of pig prices is expected to come, and it is recommended to focus on the allocation of the pig breeding sector.
(Article source: First Finance and Economics)