Consumption reference 丨 The National Development and Reform Commission requires stable prices, and pork stocks still rise sharply

Author:21st Century Economic report Time:2022.07.04

Reporter He Hongyuan and Chen Sha reports from the 21st Century Business Herald reporters

Pig companies are hard to hide.

On July 4, the pork sector rose sharply. As of the closing, Wen's shares rose nearly 12%, Zhenghong Technology, Xinwufeng, Tiankang Biology, Tianbang Food, etc. rose more than 10%, Muyuan shares rose 10%, new hope, Tang people, Jin Xinnong, etc. rose nearly 10%, etc. Essence

Behind it is that the price of pigs has rose strong.

According to the monitoring of the Ministry of Agriculture and Rural Affairs, as of 14:00 on July 4, the average price of pork in the national agricultural wholesale market was 25.74 yuan/kg, an increase of 4.8%over last Friday. According to the monitoring data of China Pig Network Network, on July 4, the pig (three yuan) was reported at 21.48 yuan/kg, an increase of 0.75 yuan/kg from the previous day, an increase of 31.3%year -on -year, and an increase of 34.42%month -on -month.

On the same day, in the futures market, the main 2209 contract of pigs once rose daily at 22695 yuan/ton, an increase of 7.71%.

The regulatory layer noticed this situation.

On July 4th, according to the National Development and Reform Commission officials, we disclosed that the price of the Price Department of the National Development and Reform Commission organized industry associations, some breeding enterprises and slaughtering enterprises in response to the recent rapid rise in pig prices.

At the meeting, the Price Department of the National Development and Reform Commission stated that the state has always paid close attention to changes in the market price of raw pork and pork, strives to prevent sharp fluctuations in prices, and maintain the smooth operation of the market; require large breeding companies to take the lead The column, reminding companies not to hoard their stories, make up prices, and do not collude prices; it is clearly stated that effective measures such as reserve adjustment, supply and demand adjustment will be taken in a timely manner to prevent the price of pigs from rising excessively. Illegal behaviors such as information and raising prices, maintaining normal market order, and promoting the long -term healthy development of the industry.

In addition, the National Development and Reform Commission quoted relevant parties to analyze that the price of domestic pigs has risen too fast recently, and the important reason is that the market has irrational pressure fences and secondary fattening. The price increase atmosphere has exacerbated the market for sale in the short term.

The National Development and Reform Commission also emphasized that the current production capacity of pigs is generally reasonable and abundant, and the consumption is not strong, and the price of pigs does not have the basis of continued to rise. It is also said that the blind pressure bar and the secondary fattening may lead to a concentrated barrack in the later period and the price fell rapidly again, causing market prices to rise and fall.

According to the calculation of China Merchants Securities, with the impact of the "lard resonance" of the supply side of the supply side, the subsequent CPI trend may rise. It is expected to increase by 2.4%year -on -year CPI and 0%month -on -month.

On July 4, the Shanghai Stock Exchange 80 Index closed at 6753.79 points, an increase of 1.47%.

food and drink

Jinjian Mi Industry: Hunan Grain Group intends to plan strategic reorganization matters

On July 3rd, Jin Jianmi issued an announcement that the controlling shareholder Hunan Food notice was informed that Hunan Grain Group plans to plan strategic reorganization matters. The reorganization plan has not been determined. Xinwufeng announced that it was notified that the indirect controlling shareholder Hunan Modern Agricultural Industry Holding Group Co., Ltd. was informed that the modern agricultural group intends to plan strategic reorganization matters, and the restructuring plan has not been determined.

Dabei Nong established an ecological technology company

According to industrial and commercial information, recently, Lushan Boyuan Agricultural Ecological Technology Co., Ltd. was established with a registered capital of 10 million yuan. The business scope includes grain planting; fruit planting; tree planting operations; flower planting; vegetable planting; feed raw materials; retail of edible agricultural products; retail of edible agricultural products; Animals are harmless; for the operation of Hong Kong, Macao livestock and poultry. The information shows that the company's wholly -owned shares of the company are indirectly shares.

New Dairy Released in the second quarter of 2022, convertible company bonds to the stock conversion situation

On July 4th, Xinwan Dairy Co., Ltd. announced that as of June 30, 2022, a total of 21,600 yuan new milk convertible bonds have been converted into ordinary A -shares of the company, with a cumulative number of shares of the shares of 1161 shares, accounting for accounting Before convertible bonds, the company issued 0.00%of the total shares. As of June 30, 2022, the amount of convertible bonds that had not yet been converted was 7179,78,400 yuan, accounting for 100.00%of the total amount of convertible bond issuance.

Li Ziyuan's price pick -up products account for more than 85% of the total category

On July 4th, according to Li Ziyuan's release of investor relationship records, its price increase products were mainly core products such as sweet milk and flavor milk beverages, accounting for more than 85%of the entire category. The price increase is 6%-9%. Li Ziyuan said that price increase mainly considers the rise of raw materials and the various influences of energy rise.

Maiquer apologized for unqualified milk: will cooperate with relevant government departments to further verify the accurate cause of the incident

On July 3rd, the WeChat public account of Mc & Preds Dairy issued a communication letter on the progress of the verification of "Macquett's Pure Milk Unqualified". The announcement was that the market supervision department of Changji City shall investigate the company in accordance with the law. "According to the preliminary investigation of our company, the unqualified products are not effectively cleaned the residual modulation milk of the can tank lines during the production and switching of the two categories of pure milk and modulation milk, resulting in the legal food additives in the modulation milk (including the milk additives (including the milk additives (including Polyol ingredients) Mixed with pure milk. The company will cooperate with relevant government departments to further verify the accurate reasons for the incident and will be announced to the society in a timely manner. "McWell said.

Hengshun Vinegar Industry: Non -public issuance shares apply to obtain the review of the China Securities Regulatory Commission's issuance and review committee. On July 4, Hengshun Vinegar Industry issued an announcement.

Courier logistics

China Logistics and Procurement Federation: June China Logistics Industry Establishment Return Return

On July 4, the Chinese logistics industry prosperity index released by China Logistics and Procurement Federation's website was 52.1%in June 2022, an increase of 2.8 percentage points from the previous month; the Chinese warehousing index was 53.9%, an increase of 3.7 percentage points from the previous month.

Entertainment game

QQ music test virtual community Musiczone

On July 4th, according to the TECH planet news, QQ Music added the "Music Zone" function in its internal test version recently, which can provide users with a virtual space. In space, users can complete some interesting social experiences Essence In addition, users can also replace their own image. It should be noted that in addition to the system provided by the system, the replaceable image can also choose the NFT image provided by the platform. At present, the NFT image needs to be paid.

Ding Lei withdraw from Shanghai.com's legal representative

On July 4, industrial and commercial information showed that the industrial and commercial changes occurred in Shanghai.com's Yiwang Technology Development Co., Ltd., and Ding Lei withdrew from the legal representative and executive director positions, all of which were taken over by Zhang Dong. However, Ding Lei still holds 100%of the company. Shanghai.com's Yiyi Network Technology Development Co., Ltd. was established in January 2008 with a registered capital of 10 million yuan. The business scope includes the research and development and production of computer software; the research and development of network technology; using information network to operate game products, animation products, etc.

Bubble Mart ’s overseas flagship store landing Hougel

On July 4th, according to Global Network, Bubble Mart Korean flagship store recently opened in Hongda, Seoul. This is the first flagship store opened by Bubble Matt in the United States pop -up store in June.

Station B invested in Chengdu Cathew Network Technology Company

On July 4th, industrial and commercial data showed that recently, industrial and commercial changes have undergone industrial and commercial changes in Chengdu Cyber ​​Network Technology Co., Ltd., and Shanghai Bilibili Technology Co., Ltd. is a shareholder with 20%of the shares. At the same time, the company's registered capital has increased to 1.25 million yuan. The company was established in September 2020. The legal representative is Rodwell, which contains software development; information system integration services; graphic design; animation game development, etc.

Cultural tourism

Baidu Shen Shao resigned as a director of Ctrip Company

On July 4th, according to Sina Technology, it was reported that Ctrip announced that the senior vice president of Baidu has resigned as a director of Ctrip. He Junjie, a senior vice president of Baidu, took over as Shen Yan and was appointed as a new successor of Ctrip Group. From July 1, 2022, it has taken effect. Relevant persons responded that "this adjustment is a normal equity change", but for more details, Baidu and Ctrip did not disclose too much.

The new policy of Hainan's islands has been "attracting gold" 90.6 billion yuan in two years

On July 4th, according to the Hainan Daily, Haikou Customs released data on the 3rd. Since the adjustment of Hainan's outlying islands tax exemption policy on July 1, 2020, as of the end of June this year, Haikou Custom The number of pieces of 125 million pieces and 12.28 million shopping passengers. Among them, the average daily shopping amount was 124 million yuan, an increase of 257%before the implementation of the new policy, and the top three products in sales were cosmetics, watches, and jewelry.

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