-
Categories
-
Pharmaceutical Intermediates
-
Active Pharmaceutical Ingredients
-
Food Additives
- Industrial Coatings
- Agrochemicals
- Dyes and Pigments
- Surfactant
- Flavors and Fragrances
- Chemical Reagents
- Catalyst and Auxiliary
- Natural Products
- Inorganic Chemistry
-
Organic Chemistry
-
Biochemical Engineering
- Analytical Chemistry
- Cosmetic Ingredient
-
Pharmaceutical Intermediates
Promotion
ECHEMI Mall
Wholesale
Weekly Price
Exhibition
News
-
Trade Service
;
On November 8, Xiantan Co.
, Ltd.
(002746) released a sales briefing for October 2022, and the company achieved sales revenue of 495.
7436 million yuan and sales volume of 49,300 tons, a year-on-year change of 58.
05% and 32.
46%
respectively.
On November 18, poultry farming concept stocks opened higher, led by chicken stocks, and the industry sector rose 1.
95%, ranking among the top gainers
.
The disk shows that Yisheng Shares, Shengnong Development, Minhe Shares, Xiantan Shares, Xiaoming Shares, and Xiangjia Shares rose by 8.
79%, 6.
76%, 5.
67%, 3.
68%, 2.
88%, and 0.
85%
respectively on November 18.
"On the demand side, it benefited from the early expansion of chain catering enterprises against the trend, and the profitability of the same store in the later period improved
year-on-month.
On the supply side, pay attention to the epidemic of avian influenza in the main producing countries of overseas breeders in autumn and winter and the changes in the policy of
introducing ancestors.
Chen Xueli, an analyst at Kaiyuan Securities, said, "Recently, the incidence rate of Marek's disease and liver rupture in domestic white-feather breeders has increased, and the quality of commercial chickens has fluctuated
significantly.
It is recommended that the white feather broiler integration leading enterprise Shengnong Development, and the national white feather broiler breeding leading enterprise Hefeng shares, the beneficiaries include Yisheng shares, Minhe shares, Xiantan shares, Chunxue food, etc
.
”
In terms of white-feathered chickens, the hidden worries of ancestral breeding are obvious, the production capacity of grandparents and parents has declined, the rigid support of downstream demand on the demand side is obvious, and the high pig price stimulates the demand for
broilers.
In this regard, Guotai Junan expects the price of commercial substitute chickens and hairy chickens to rise step by step, and it is expected that the high price of yellow feather chickens will continue
.
From the supply side, feed costs are high, farmers are weak in restocking, parental inventory remains low, and the demand side is affected by high pig prices, mainly pushing the price of yellow chickens upward
.
In terms of individual stocks, the poultry breeding and processing industry of Xiantan Co.
, Ltd.
achieved sales revenue of 477.
2996 million yuan and a sales volume of 48,100 tons, a year-on-year change of 57.
44%, 31.
98%, a month-on-month change of 8.
11%, and a 6.
84% month-on-month change; The food processing industry achieved sales revenue of 18.
444 million yuan of chicken products, and the sales volume was 12,000 tons, a year-on-year change of 75.
47% and 54.
39%, and a month-on-month change of 6.
89% and 6.
7%.
In this regard, Xiantan shares said: "In October 2022, according to the company's overall strategic deployment, the newly established subsidiaries Zhucheng Food and Xiantan Qing Food in 2021 were put into production successively, and the slaughtering capacity of Zhucheng Food and Xiantan Qing Food will be gradually released in 2022, and the number of chicken products processed will gradually increase, and the sales quantity and sales revenue will also increase
.
" ”
For the poultry breeding industry, Wei Hongmei, an analyst at Dongguan Securities, said: "The prosperity of poultry breeding is expected to continue to rise, and pay attention to the leading poultry
farming.
" Can focus on: Sunner Development, Lihua Shares, Xiangjia Shares
.
”
;
;On November 8, Xiantan Co.
, Ltd.
(002746) released a sales briefing for October 2022, and the company achieved sales revenue of 495.
7436 million yuan and sales volume of 49,300 tons, a year-on-year change of 58.
05% and 32.
46%
respectively.
On November 18, poultry farming concept stocks opened higher, led by chicken stocks, and the industry sector rose 1.
95%, ranking among the top gainers
.
The disk shows that Yisheng Shares, Shengnong Development, Minhe Shares, Xiantan Shares, Xiaoming Shares, and Xiangjia Shares rose by 8.
79%, 6.
76%, 5.
67%, 3.
68%, 2.
88%, and 0.
85%
respectively on November 18.
"On the demand side, it benefited from the early expansion of chain catering enterprises against the trend, and the profitability of the same store in the later period improved
year-on-month.
On the supply side, pay attention to the epidemic of avian influenza in the main producing countries of overseas breeders in autumn and winter and the changes in the policy of
introducing ancestors.
Chen Xueli, an analyst at Kaiyuan Securities, said, "Recently, the incidence rate of Marek's disease and liver rupture in domestic white-feather breeders has increased, and the quality of commercial chickens has fluctuated
significantly.
It is recommended that the white feather broiler integration leading enterprise Shengnong Development, and the national white feather broiler breeding leading enterprise Hefeng shares, the beneficiaries include Yisheng shares, Minhe shares, Xiantan shares, Chunxue food, etc
.
”
In terms of white-feathered chickens, the hidden worries of ancestral breeding are obvious, the production capacity of grandparents and parents has declined, the rigid support of downstream demand on the demand side is obvious, and the high pig price stimulates the demand for
broilers.
In this regard, Guotai Junan expects the price of commercial substitute chickens and hairy chickens to rise step by step, and it is expected that the high price of yellow feather chickens will continue
.
From the supply side, feed costs are high, farmers are weak in restocking, parental inventory remains low, and the demand side is affected by high pig prices, mainly pushing the price of yellow chickens upward
.
In terms of individual stocks, the poultry breeding and processing industry of Xiantan Co.
, Ltd.
achieved sales revenue of 477.
2996 million yuan and a sales volume of 48,100 tons, a year-on-year change of 57.
44%, 31.
98%, a month-on-month change of 8.
11%, and a 6.
84% month-on-month change; The food processing industry achieved sales revenue of 18.
444 million yuan of chicken products, and the sales volume was 12,000 tons, a year-on-year change of 75.
47% and 54.
39%, and a month-on-month change of 6.
89% and 6.
7%.
In this regard, Xiantan shares said: "In October 2022, according to the company's overall strategic deployment, the newly established subsidiaries Zhucheng Food and Xiantan Qing Food in 2021 were put into production successively, and the slaughtering capacity of Zhucheng Food and Xiantan Qing Food will be gradually released in 2022, and the number of chicken products processed will gradually increase, and the sales quantity and sales revenue will also increase
.
" ”
For the poultry breeding industry, Wei Hongmei, an analyst at Dongguan Securities, said: "The prosperity of poultry breeding is expected to continue to rise, and pay attention to the leading poultry
farming.
" Can focus on: Sunner Development, Lihua Shares, Xiangjia Shares
.
”