Policies help pig companies to develop healthi...

On August 6, the Flush Pork sector rose by 0.
27%.
The constituent stocks of Middle East Swiss shares and Tianbang shares rose by more than 2%, and pig companies such as Muyuan shares and Aonong Biotechnology rose by about 1%
.

The Ministry of Agriculture and Rural Affairs, in conjunction with the Development and Reform Commission and other departments, recently issued opinions on promoting the sustainable and healthy development of the pig industry.
The opinions include overall requirements, stable pig production long-term support policies, establishment of a countercyclical control mechanism for pig production, and improvement of comprehensive pig production and supply.
Emergency response system and continuous promotion of the modernization of the pig industry in five aspects
.

In terms of loans, the opinion puts forward that banking financial institutions should promptly summarize the pilot experience in various regions and accelerate the promotion of land management rights, breeding pens, large-scale breeding machinery, and live pig mortgage loans

From the perspective of the operating conditions of listed companies, due to the decline in live pig prices and the increase in feed and other breeding costs, the performance forecasts of pig farming companies have generally declined compared with the same period last year
.

Among the four leading pig raising companies of Muyuan, Zhengbang Technology, New Hope, and Wen's, only Muyuan's interim report attributable to shareholders of listed companies is positive (a year-on-year decrease of 12.

In terms of pig price trends, live pig prices have recovered recently, but there is still a big gap compared with the same period last year
.

Tianbang's July 2021 commercial pig sales briefing shows that the average price of commercial fat pigs in July 2021 is 15.

Along with the drop in pig prices, the share prices of related listed companies have fallen significantly during the year
.

As of the close on August 6, leading pig raising companies such as Muyuan, Zhengbang Technology, New Hope, and Wen's shares have all fallen by more than 20% during the year.

However, fund companies still chose to add warehouses to some pig-raising companies in the second quarter
.

Flush data shows that Zhengbang Technology held 12 funds in the second quarter, holding a total of 52,078,900 shares, accounting for 2.

From the survey content, institutions generally pay attention to the cost control and production expansion of pig companies
.

Muyuan said that the company's current cost is still far behind 2018.

Judging from the sales in July, although pig prices generally rebounded compared with June, the sales of pig companies in July showed a certain divergence
.

The sales of Zhengbang Technology, Wen's shares, and Aonong Biotechnology increased month-on-month, while the sales of Muyuan shares and Tianbang shares decreased month-on-month