The sales revenue of the leading pig companies increased in August?Is the good day of pork companies coming?

Recently, the pork market has attracted much attention from the market, but after a period of stressful market, the market conditions of the leading pig companies have obviously improved. What do you think? Is the good day of pork companies coming?

First, the sales revenue of the leading pig companies increased in August?

According to the Securities Times report, with the price of pig prices, since June, pig prices have risen to the top of the industry cost. In the third quarter, pig companies are expected to reverse the losses as a whole.

Recently, Makiyuan, Wen's shares, and new hope for pig farming companies have disclosed sales data in August. Although pig prices declined slightly from the previous month, the number of pigs' sales and sales revenue increased significantly year -on -year.

From April to early July this year, the bottom of the domestic pig price rose was obvious. According to the latest monitoring data of China Pig Network, the price of ternary pork on September 6 was 23.66 yuan/kg, which was close to the price of nearly two months ago. At that time, the price of ternary pork was 23.92 yuan/kg. However, because the price of pigs fell to the trough before, the ratio of pig food entered the first -level warning range for several consecutive weeks, and even if the price of pigs rose sharply, the pig price failed to reverse the collective loss of farming companies in the first half of the year in a short time.

Wen's shares said in the institutional investigation a few days ago that according to historical experience, the demand in the second half of the year is generally better than the first half of the year. The main reasons include the cold weather in the second half of the year, which is conducive to pork food consumption. In the second half of the year The demand for stocking during holidays is increased and the demand for pickled waxes in the second half of the year. Recently, Muyuan shares also stated in the investigation that according to the current market price of pigs and the public data of the industry, the company is expected to be better than the first half of the year.

It is worth noting that as the price of pigs rises, the placement of pork will be launched again. According to the National Development and Reform Commission on September 6, the Development and Reform Commission will put on the first batch of central frozen pork reserves on September 8 with relevant departments on September 8th, and instructed to increase pork reserves in various places in various places.

2. Is the good day of pork companies coming?

We have seen that the current leading pork companies have risen a large market consumer demand, and the overall performance has performed well. Many people say that this means that the good day of pork companies is coming. Should the rising channel be gradually clarified?

First of all, for the current entire market, the phenomenon of overtaking the entire pork market before. This ultra -decline is actually that the entire market has not achieved cyclical fluctuations after the entire market has undergone cyclical adjustment. And changes, thereby leading to the overcurrent of pork on the entire market, and insufficient demand, which caused the performance of the entire market to perform problems. This is why pork prices have fallen over. After a period of market adjustment, the pork market has begun to restore the normal pork cycle. Under such circumstances, the signs of pork companies' performance recovery are actually normal, and it is in line with the market development trend.

Secondly, from the perspective of the periodic perspective of pork development, after entering the second half of the year, especially after the weather gradually turns cold, the market demand has gradually increased demand to rise is a large characteristic of the entire market. Therefore It is very likely that there will be better market fluctuations and market performance, so we have full reasons to believe that the current entire pork market has begun to enter a general trend that gradually recovers and gradually improves, and in the second half of this year, with the needs of this year The gradual stability of growth and supply may indeed increase the price of pork to a certain extent. However, from the current point of view, a large number of national reserves of pork are being put into the market, which has a good favorable effect on the stability of the entire pork price. In the future, pork The price is relatively stable within at least a period of time, and the overall will not affect everyone's life.

Third, from the perspective of long -term market development, for the current entire market, pork companies may have to learn to make certain market regulation, and reduce the pressure on their market development through market regulation, thereby improving their market development Level, and learn this kind of change in the pork cycle. After all, for the current market, such a large -scale market fluctuations in the market are not conducive to the long -term sustainable development of pork companies, so from the perspective of long -term market fluctuations , Pork companies may really learn to find unchanged channels in changes, thereby fighting the excessive impact of the fluctuations of the pork cycle on themselves. This may be the most needed thing for pork companies to do.

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