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Since the second half of the year, the price of white-feathered broilers has continued to rise
.
According to the information of Zhuochuang Information, as of October 31, the profit of white feather broiler breeding in October was 2.
15 yuan / piece, an increase of 24.
28% month-on-month and 211.
98%
year-on-year.
From the forecast situation, broiler breeding in November may continue to be profitable, and the profit of single broiler breeding may be 1.
50 yuan to 2.
50 yuan
.
For the reasons for the rise in broiler breeding profits, industry insiders interviewed by the "Securities Daily" reporter mentioned that changes in supply and strong demand are the main reasons
.
For the current "cyclical" characteristics of the aquaculture industry, how to ensure the stability of profits of relevant aquaculture listed companies is the focus
of investors.
In this regard, industry insiders gave suggestions
to "extend the industrial chain and make the industrial chain up and down".
Prices of chicks and broilers both increased
Zhuochuang information data shows that in the breeding industry chain of white-feathered broilers, the price, breeding cost and breeding income of chickens are at a high level
.
In terms of breeding costs, from late August to mid-early September, affected by the high prices of feed and chicken seedlings, the average breeding cost was 4.
13 yuan / jin, an increase of 1.
23% month-on-month and 7.
55% year-on-year; From the perspective of breeding income, boosted by both cost and supply, the trading of hairy chickens has improved, and the average price of broiler chickens is 4.
52 yuan / jin, an increase of 2.
49% month-on-month and 31.
01%
year-on-year.
On the whole, although the cost and income of breeding enterprises have both risen, the income has increased significantly, driving the profit of broiler breeding from 1.
20 yuan / only in early October to 3.
13 yuan / unit
at the end of October.
The rise in the price of white-feathered broilers has kept the price of upstream chicks high
.
Due to the relatively low seedling production of hatchery enterprises in October, and the high profit of breeding support the high price of
seedlings.
It is expected that the hatching volume will continue to be low in November, and the tight supply will not change, so the price of chicks may remain at a high level
of 3.
50/feather to 4.
00 yuan/feather.
The rise in profits of white-feathered broiler breeding has attracted the attention
of related listed companies.
On the interactive platform of the exchange, investors continue to ask the latest chicken prices, breeder production capacity, feeding methods, profit margins and other matters
of relevant listed companies.
Industry insiders suggest expanding the industrial chain to balance operations
Judging from the data of the three quarterly reports just released, the related listed companies of white-feathered broiler breeding have a good performance presentation
.
However, for investors, how to maintain stable operations and maintain stable profit growth is also of concern
.
In this regard, industry insiders interviewed by the "Securities Daily" reporter believe that expanding the industrial chain is a good way, for example, some companies have announced their entry into the pre-made vegetable industry
with a high profile.
Zhang Yi, CEO of iMedia Consulting, said in an interview with a reporter from Securities Daily that the trend of consumption recovery in the third quarter is obvious, and in this context, it may be seen that the performance of aquaculture enterprises and product prices have rebounded
.
In addition, Zhang Yi believes that a key factor that cannot be ignored is the development of
pre-made dishes by enterprises that can release their performance in the first three quarters.
"When the export end of agricultural planting and breeding is not smooth, it is a good way for
enterprises to use pre-made vegetables to break the bottleneck of development.
" Moreover, from the perspective of demand, whether it is the domestic or foreign market, the performance of pre-made dishes is very good, and it has a good role in promoting the development of
aquaculture enterprises.
”
Lin Guofa, research director of Brake Agricultural Products Purchasing Network, introduced in an interview with a reporter from Securities Daily that extending the industrial chain is conducive to balancing corporate profit fluctuations
.
For example, from the existing mature market cases, enterprises with integrated breeding, breeding, slaughtering and processing have significantly less profit fluctuations than enterprises
that only carry out broiler fattening business.
For aquaculture enterprises, it is necessary to take advantage of the current industrial chain expansion opportunities, "change the thinking of single supply of aquaculture enterprises in the past, and be able to integrate the development of the industrial chain
.
" Zhang Yi suggested
.
;
;Since the second half of the year, the price of white-feathered broilers has continued to rise
.
According to the information of Zhuochuang Information, as of October 31, the profit of white feather broiler breeding in October was 2.
15 yuan / piece, an increase of 24.
28% month-on-month and 211.
98%
year-on-year.
From the forecast situation, broiler breeding in November may continue to be profitable, and the profit of single broiler breeding may be 1.
50 yuan to 2.
50 yuan
.
15 yuan / piece, an increase of 24.
28% month-on-month and 211.
98% year-on-year, and from the forecast situation, broiler breeding in November may continue to be profitable, and the profit of single broiler breeding may be 1.
50 yuan to 2.
50 yuan
.
For the reasons for the rise in broiler breeding profits, industry insiders interviewed by the "Securities Daily" reporter mentioned that changes in supply and strong demand are the main reasons
.
For the current "cyclical" characteristics of the aquaculture industry, how to ensure the stability of profits of relevant aquaculture listed companies is the focus
of investors.
In this regard, industry insiders gave suggestions
to "extend the industrial chain and make the industrial chain up and down".
Prices of chicks and broilers both increased
Both chicken and broiler prices increasedZhuochuang information data shows that in the breeding industry chain of white-feathered broilers, the price, breeding cost and breeding income of chickens are at a high level
.
.
In terms of breeding costs, from late August to mid-early September, affected by the high prices of feed and chicken seedlings, the average breeding cost was 4.
13 yuan / jin, an increase of 1.
23% month-on-month and 7.
55% year-on-year; From the perspective of breeding income, boosted by both cost and supply, the trading of hairy chickens has improved, and the average price of broiler chickens is 4.
52 yuan / jin, an increase of 2.
49% month-on-month and 31.
01%
year-on-year.
On the whole, although the cost and income of breeding enterprises have both risen, the income has increased significantly, driving the profit of broiler breeding from 1.
20 yuan / only in early October to 3.
13 yuan / unit
at the end of October.
The rise in the price of white-feathered broilers has kept the price of upstream chicks high
.
Due to the relatively low seedling production of hatchery enterprises in October, and the high profit of breeding support the high price of
seedlings.
It is expected that the hatching volume will continue to be low in November, and the tight supply will not change, so the price of chicks may remain at a high level
of 3.
50/feather to 4.
00 yuan/feather.
The rise in profits of white-feathered broiler breeding has attracted the attention
of related listed companies.
On the interactive platform of the exchange, investors continue to ask the latest chicken prices, breeder production capacity, feeding methods, profit margins and other matters
of relevant listed companies.
Industry insiders suggest expanding the industrial chain to balance operations
Industry insiders suggest expanding the industrial chain to balance the operationIndustry people suggest expanding the industrial chain to balance the operationJudging from the data of the three quarterly reports just released, the related listed companies of white-feathered broiler breeding have a good performance presentation
.
However, for investors, how to maintain stable operations and maintain stable profit growth is also of concern
.
In this regard, industry insiders interviewed by the "Securities Daily" reporter believe that expanding the industrial chain is a good way, for example, some companies have announced their entry into the pre-made vegetable industry
with a high profile.
.
Zhang Yi, CEO of iMedia Consulting, said in an interview with a reporter from Securities Daily that the trend of consumption recovery in the third quarter is obvious, and in this context, it may be seen that the performance of aquaculture enterprises and product prices have rebounded
.
In addition, Zhang Yi believes that a key factor that cannot be ignored is the development of
pre-made dishes by enterprises that can release their performance in the first three quarters.
"When the export end of agricultural planting and breeding is not smooth, it is a good way for
enterprises to use pre-made vegetables to break the bottleneck of development.
" Moreover, from the perspective of demand, whether it is the domestic or foreign market, the performance of pre-made dishes is very good, and it has a good role in promoting the development of
aquaculture enterprises.
”
Lin Guofa, research director of Brake Agricultural Products Purchasing Network, introduced in an interview with a reporter from Securities Daily that extending the industrial chain is conducive to balancing corporate profit fluctuations
.
For example, from the existing mature market cases, enterprises with integrated breeding, breeding, slaughtering and processing have significantly less profit fluctuations than enterprises
that only carry out broiler fattening business.
For aquaculture enterprises, it is necessary to take advantage of the current industrial chain expansion opportunities, "change the thinking of single supply of aquaculture enterprises in the past, and be able to integrate the development of the industrial chain
.
" Zhang Yi suggested
.
