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年内首轮猪肉收储启动 养殖板块应声上涨

Group 1 - The A-share pig farming sector saw significant gains, with stocks like Zhenghong Technology hitting the daily limit and Shennong Group rising over 7% [1] - On June 9, the National Storage Network announced the first round of central reserve frozen pork storage for the year, with a quantity of 10,000 tons [1] - The average price of pigs in China has been declining, with a reported price of 14.78 yuan/kg in the first week of June, down 0.4% from the previous week, marking six consecutive weeks of decline [1][2] Group 2 - As of April, the number of breeding sows in China was 40.38 million, a year-on-year increase of 1.3%, remaining above the normal target of 39 million [2] - The expected profit for pig farming has dropped significantly, with a current estimate of 80.1 yuan per head, down over 65% from the high of 229.99 yuan per head at the beginning of the year [2] - Cost control has become a critical focus for pig farming companies, with TianKang Biological reporting a breeding cost of 13 yuan/kg and a selling price of 14.32 yuan/kg, indicating a clear profit margin [2] Group 3 - The stock prices of pig farming companies have generally risen since the announcement of the frozen pork storage, with an average increase of 4.09% in June, outperforming the CSI 300 index by over 2 percentage points [3] - Some stocks in the pig farming sector remain undervalued, with an average price-to-book ratio of 2.66 times, while TianKang Biological and Dongrui shares have ratios below 1.5 times [3] - TianKang Biological is expanding its international business, having shipped 56 tons of high-quality feed products to Uzbekistan, marking its entry into the international market [3] Group 4 - Twelve stocks have received ratings from five or more institutions, with Muyuan Foods, Wens Foodstuff Group, and Haida Group leading in institutional coverage [4] - Predictions indicate that ten stocks are expected to see net profit growth by 2025, with Huazhong Holdings, New Wufeng, New Hope, and Dabeinong projected to have growth rates exceeding 100% [4]