In July, the sales revenue of pig companies listed companies increased the results year -on -year.

Reporter Shu Yajiang

On August 10, the new hope disclosed a briefing in the sales of pigs in July. The company sold 942,300 pigs in July, an increase of 48.44%year -on -year. The average sales price of commercial pigs rose from 15.97 yuan/kg in June to 21.09 yuan in July 21.09 yuan /Kg, a month -on -month increase of 32.06%, a year -on -year increase of 36.24%, and pig sales revenue increased significantly by 92.79%year -on -year.

With the rise of pig prices, the operating conditions of A -share pig breeding enterprises in July reported good news. Among them, the sales revenue of Wen's pig product sales increased by 50.97%year -on -year, and the sales revenue of the Tang Dynasty pigs increased by 106.75%year -on -year.

Analysts interviewed by a reporter from the Securities Daily said that the "off -season is not off" in pig prices in July, and pig prices in the second half of 2022 are expected to be stronger than the first half of the year. From the expected performance improvement, pig companies listed in the second half of the year are expected to make profitability in the second half of the year. , But it is difficult to achieve the annual turn of losses into profits.

Pig's average price

Three months increased over 73%

According to the information disclosed by a number of listed pig companies, the price of commercial pigs successfully broke through the "2" mark in July. The price of hair pigs in Wen's shares reached 22.06 yuan/kg in July.

According to data from MySTEEL agricultural products, as of August 10, 2022, the average price of ternary pigs in the country was 21.18 yuan/kg, a cumulative increase of 8.95 yuan/kg from 12.23 yuan/kg on April 13, an increase of 73.18%.

Yuan Shuai, deputy secretary -general of the China Cultural Management Association Rural Revitalization and Construction Committee, told a reporter from the Securities Daily that "the low season of pig prices in July was not faded, mainly because of the imbalance of supply and demand on the market and the impact of the epidemic. The influence of policies and emotions since March is caused by the continuation of pig prices. But this is not normal, and the subsequent pig price will inevitably appear. It is optimistic about the trend of the prosperity of the pig breeding sector, and the price of pigs will fluctuate. "

From the perspective of future trends, the price of pig prices in the second half of 2022 may be better than the first half of the year. In response, Wu Menglei, a pig analyst at the Shanghai Ganglian Agricultural Products Division, said: "In the second half of the year, the overall preference for the supply and demand side, the operating of pig prices will be stronger than the first half of the year, but the secondary fertilizer is released, the slaughter frozen product outbound, and the recurrence of the new crown epidemic situation and the recurrence of the new crown epidemic situation. Factors such as the uncertainty of African swine fever in some areas in the south will bring staged pressure to the market risk adjustment pressure. "

Pig companies may be profitable in the second half of the year

But it is still difficult to turn losses in the year

From the perspective of the enterprise, after the impact of the bottom of the pig price, pig farming companies are actively ironing the impact of cycle fluctuations through production capacity adjustment, improving production indicators, and cost optimization. Taking new hope as an example, the company introduced in an institutional survey held in late July that in the first half of 2022, the company's pig industry's childbirth rate, nest living number, and nests were significantly improved, which effectively promoted breeding. The decline in costs is expected to be about 17.4 yuan/kg in July, and the cost will drop below 17 yuan/kg in September, and the end of the year will be about 16 yuan/kg.

It is worth mentioning that with the gradual recovery of pig prices, the performance improvement of pig companies is also expected to attract investors' attention. In 2022, is the profitability of pig farming companies worth looking forward to?

Wu Menglei told the reporter of "Securities Daily" that according to the announcement, 7 months before 2022, Wen's, Muyuan, Xinwang, Tianbang, Dabong, Aoon, Tangren, Tiankang, Jinxinnong, COFCO 10 listed pigs The total number of pigs in the enterprise was 63,789,600 heads, and the average completion rate of the annual column plan was 62.54%. According to comprehensive factors such as the capacity of the pork sow, the conduction cycle, and the optimization index, In the first half of the year. "In summary, due to the low price of pigs in the first half of the year, the losses of listed pig companies have a deeper loss. Although the price of pig prices has risen to the cost line of most breeding enterprises since mid -June, it continues to maintain 22 yuan/kg in July to 22 yuan/kg to 24 yuan/kg of shock operation, but due to the limited room for pig prices in the second half of the year, the number of listed pig companies is expected to be less. Therefore, pig companies listed in the second half of the year will hold appropriate profits, but it is basically difficult to achieve the profit of the year. "

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