Group 1 - The core viewpoint of the news highlights the impact of the recent tariff increases between China and the United States on domestic agricultural prices, particularly pork prices, which are expected to rise due to increased costs of feed and imported meat [1][2] - China has announced a 34% tariff on all imports from the U.S., which, combined with previous tariffs, brings the total tariff rate on U.S. goods to 54% [1] - The domestic supply and demand outlook suggests that pork prices will have support in the medium term, with a gradual upward trend expected as the market adjusts to the new tariff environment [1] Group 2 - COFCO Jiajia Kang reported a revenue of 16.326 billion RMB for the fiscal year 2024, a decrease of 5.29% year-on-year, but achieved a net profit of 538 million RMB, reversing a loss from the previous year [2] - The improvement in profitability is attributed to significant cost reductions in pig farming, driven by better management practices and operational efficiencies [2] - The company has increased its breeding stock to 345,000 heads by the end of 2024, a 4.5% increase compared to the previous year, with plans for further capacity expansion [2]
港股异动 | 中粮家佳康(01610)盘中拉升逾6% 内外围共振利多猪价 公司去年实现扭亏为盈