Fully broke out of breeding stocks ETF more than 5%to lead the market

Author:Capital state Time:2022.07.04

Today, the three major A -share indexes are low in the entire line, and the breeding stocks such as pork and chicken raising are prominent. They lead the A -share attack on red. The relevant industry ETF — breeding ETF (159865) has risen more than 5%, leading the market.

In the sector, Baiyang and Zhengbang Technology have a strong daily limit. Superstar farmers and animal husbandry, Wen's shares, Muyuan shares, Dongrui Co., Ltd., Tianbang Foods have risen huge increases.

In terms of news, on the evening of July 2, a meeting of the National Development and Reform Commission intends to hold a meeting on July 4th to analyze the current supply and demand and price situation of the pig market. The meeting notified to relevant associations and breeding enterprises. The notice states that it will remind relevant companies to maintain the rhythm of the normal fence and avoid blind pressure fences, and put forward the requirements for not being able to hoard and raise prices, and study related measures to maintain the stable operation of the pig market.

In terms of fundamental perspective, breeding stocks are basically good, pork prices continue to rise, and pig production capacity is well -processed.

According to the monitoring of the Ministry of Agriculture and Rural Affairs, on July 1, the average price of pork in the national agricultural wholesale market was 24.55 yuan/kg, up 12.9%compared with 21.75 yuan/kg of last Friday (June 24). From the perspective of pig price, from June 27th to July 1st, the price of pigs rose strongly, rising by 15.2%. According to the data of China Pig Naid.com, on July 1, the average price of pigs (outer three yuan) was 20.53 yuan/kg. Compared with 17.82 yuan/kg of last Friday (June 24), it rose 2.71 yuan per kilogram of 2.71 yuan per kilogram. Essence Since late March this year, the price of pigs has risen for seven consecutive periods.

The market generally believes that the production capacity of sows in this round of pigs began in July 2021. According to historical data of the Ministry of Agriculture and Rural Ministry, the number of sows across the country reached a high of 45.64 million heads in early July 2021, which has continued to decline. The latest data released by the Ministry of Agriculture and Rural Affairs on June 30 this year shows that as of the end of May, the amount of sow can be 41.92 million, which is equivalent to 102.2%of the normal preservation. It is at the upper limit of balance and still has room to remove it.

Recently, the Ministry of Agriculture and Rural Affairs held an executive meeting for review and in principle through the "Programming Plan for the Regulation of Pig Production Power", emphasizing that the assessment of pig production capacity regulation and control work as a key measure to stabilize the production of pigs, strictly established a prize -free and inferior mechanism, and give full play to the assessment Command stick function. In conjunction with relevant departments to urge the implementation of policies such as finance, environmental protection, and land use that supports pig production, and effectively stabilize the production of pigs. In conjunction with the assessment, we can improve and improve the regulation mechanism of pig production capacity to ensure long -term continuous play.

Compared with other sectors, since the end of April, the breeding sector has not increased. Since April 27th, as of July 4, the increase in ETF (159865) has increased by only 13%.

Guohai Securities Research Report stated that recent investment in the pig sector has gradually invested from the left side of the production capacity to exfoliate, and transitions to the sector investment opportunities at the stage of rising pig prices. If you look at a round of cycles, the main rise of the pig sector is usually accompanied by the main rise of the pig price. Judging from the previous pig cycle, the pig price of the pig prices did not finish the market before the arrival of the waves.

Huachuang Securities believes that since June 2021 has seen pig production capacity, the cumulative extension has exceeded 6%. After nearly three quarters of production capacity adjustment, the industry is gradually transitioning from actively eliminating backward and inefficient production capacity to the passive de -capacity phase. Due to the industry side still holds a relatively optimistic pig price expectations for the second half of the year and next year, the overall game emotional emotion Still strong.

CICC believes that during the accelerated and exfoliating stage of production capacity, high -expected small and medium -sized breeding enterprises with high expectations of large leading enterprises and high financing capabilities. First of all, from the perspective of the performance of the stock price, we have re -inventing the past four -wheeled cycle. The stock price rises at the upward turning point of pig prices. Secondly, from the perspective of the cycle, the bottom left of the pig price is still at the bottom of the pig price. The price of low pigs, high feed, and high -corporate liabilities accelerate production capacity. The inflection point of pig prices is expected to arrive in the 4th quarter of 22 or early next year. In the end, from the perspective of stock price space, production capacity exfoliating accelerates the strengthening of the stock price rushing logic. Leading enterprises with funding advantages and small and medium -sized enterprises above the column elasticity still have much room for increase.

Investors can participate in the breeding sector's rebound market by breeding ETF (159865) one -click to participate in the breeding sector.

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