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Pig prices rose 2% month-on-month, and institutions are optimistic that pig prices will continue to rise in the future.
The concept of synthetic biology rebound by shock.
In early trading on May 24th, the concept of synthetic biology opened higher, then fell back in intraday trading, pulled up again near 11:00, and closed up 1.Doubledoublebonuspokerstrategy.04%. In terms of individual stocks, the shares of Shengda Biology, Boon Group and Walter rose by the daily limit, while those of Azure Biology, Langkun Environment and Plum Blossom Biology were among the top gainers.Doubledoublebonuspokerstrategy99 million yuan.
Walter shares, which have two hot concepts of PEEK materials and synthetic biology, have risen by the daily limit for two consecutive days. A few days ago, the company said on the investor interaction platform that the company cooperated with Shenzhen Advanced Institute to maximize the efficient use of scientific and technological resources, and accelerated the transformation of scientific and technological achievements through industry-university-research cooperation mode. promote the company to increase investment project "synthetic Biomaterials Innovation Center Construction Project" carried out in an orderly manner. In terms of PEEK materials, the first phase of the Chongqing LCP project and the first phase of the PEEK project have completed the evaluation of fire protection, environmental protection and trial production, and the project has entered the trial production period from the construction period.
On the news, Beijing recently released the Beijing Action Plan for accelerating Synergetic Innovation in Medicine and Health (2024-2026). In this paper, it is proposed to accelerate the output of major achievements in the field of life science, and deploy "nuclear detonation points" in cutting-edge technological fields such as cell gene therapy, brain-computer interface, synthetic biology, and so on. Promote clinical demand and market orientationDoubledoublebonuspokerstrategyThe transformation of innovation. Support the construction of technological innovation centers in the direction of disease animal models and synthetic biological manufacturing.
The price of live pigs is up 2% from the previous month.
Self-breeding pigs made their first profit after 8 months.
According to data released by the National Bureau of Statistics, in mid-May 2024, compared with the first ten days of May, the price of live pigs (outside three yuan) was 15.3 yuan / kg, the highest since early October 2023, up 0.3 yuan / kg from the previous month, or 2%. Since the beginning of this year, pig prices have shown a volatile trend, with the latest price up 11.68% from the low of the year. In addition, pig futures have also risen slightly since May, with the main contract up more than 5% since May.
The data show that with the recovery of pig prices, the profitability of pig enterprises has gradually recovered. According to Wind data, the profit of breeding self-raised pigs reached 58.21 yuan per head on May 24, the first return since September 8 last year, while the profit of purchased piglets reached 204.15 yuan per head, the highest since 2023.
Institutions are optimistic that pig prices will continue to rise in the future. Huachuang Securities Research News believes that due to the strong bullish sentiment of the industry for prices in the second half of the year, the current pig price is at a downward bottom, and there is a subsequent supply reduction pull upward.DoubledoublebonuspokerstrategyThe situation, the overall price is easy to rise but difficult to fall, the early production capacity or begin to cash in effect, prices are expected to gradually rise.
Founder Securities Research report believes that the fundamentals of pig supply and demand continue to improve, on this basis, superimposed part of the second fertility and emotional pull up. Whether the pig price does not fall under the early weight reduction or the recent sudden jump, it reflects that the fundamentals of pig supply and demand are gradually alleviating. Under the action of no extreme emotion, pig prices will maintain an upward trend from May to June, showing a slow bull rise, which is expected to rise nearly 16 yuan / kg at the end of May, continue the upward trend in June, and may usher in a larger rise in the third quarter.
The breeding cost of pig enterprises has been significantly reduced.
With the gradual rise in pig prices, institutions' attention to pig enterprises has increased significantly. A number of listed pig enterprises announced in the research activities that the cost of pig farming has dropped significantly, and the industry is expected to reduce costs and increase efficiency.
According to Databao statistics, since the beginning of this year, 10 pig farming enterprises have obtained a total of 43 investor surveys, including Muyuan shares and Shennong Group, with 9 surveys respectively.
Muyuan shares said in a survey of investors that the company's annual average pig breeding complete cost target for 2024 is 14 yuan / kg, and hopes to reduce to 13 yuan / kg by the end of the year, compared with the annual average cost of 15 yuan / kg last year, there is room for a decline of 2 yuan / kg.
Shennong Group said in its research activities that the latest complete cost of the company in April was about 14.2 yuan / kg, and that of the company in 2023 was about 16.2 yuan / kg (including year-end bonus).
In addition, Wen's shares, Jin Xinnong (rights protection), superstar agriculture and animal husbandry and other listed companies have said that breeding costs have declined.
In early trading, the pig farming sector as a whole rose, with the new Wufeng up 4.71% in the first place, while Dongrui shares and superstar agriculture and animal husbandry were among the top gainers, both exceeding 2%. Pig farming sector performed better this week, with new Wufeng and * ST Zhengbang rising more than 10 per cent on the 5th.
Since the beginning of this year, pig production capacity continues to eliminate the trend, the industry is basically oriented to good, pig enterprises to obtain the layout of institutions in advance. By the end of the first quarter of this year, Muyuan shares, Wen's shares of the two leading positions in more than 200 funds; in addition, the new Wufeng social security fund heavy positions, ST Tianbang access to QFII fund positions.
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Databao (shujubao2015): Securities Times intelligent original new media.