Zheng Quan Shi Bao Wang·2025-07-07 14:38Group 1 - The core viewpoint indicates that meat product prices are under pressure, leading to declining sales for breeding companies in June [1][2] - Wens Foodstuff reported sales of 104 million meat chickens in June, generating revenue of 2.288 billion yuan, with a chicken sales average price of 10.29 yuan/kg, showing month-on-month declines of 3.40%, 8.30%, and 4.28% respectively [1] - In June, Wens Foodstuff sold 3.0073 million pigs, with a revenue of 4.92 billion yuan and an average price of 14.39 yuan/kg, reflecting month-on-month changes of -4.69%, -7.57%, and -1.98% [1] Group 2 - New Hope reported sales of 1.33 million pigs in June, with a revenue of 1.871 billion yuan and an average price of 14.18 yuan/kg, showing month-on-month declines of 0.29%, 5.12%, and 2.81% respectively [1] - Juxing Agriculture announced sales of 419,900 pigs in June, with a revenue of 742 million yuan, and a 3.4% decrease in average price, while sales volume increased by 28% [2] - Xiangjia reported sales of 4.298 million live poultry in June, generating revenue of 68.1782 million yuan, with a significant decline in sales price due to market sluggishness [2] Group 3 - The industry is experiencing a seasonal consumption lull, with pig prices maintaining a fluctuating trend, and expectations for better performance in the second half of the year [2][3] - The report suggests that the supply of pigs will see limited growth by 2025, and high-quality pig enterprises may still achieve considerable profits [3] - The industry is currently operating at a marginal profit, with large pig enterprises focusing on increasing capacity utilization to reduce breeding costs [3]