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上市猪企6月销售简报集中出炉:肉价又跌了!
Zheng Quan Shi Bao·2025-07-07 14:54

Core Insights - Multiple listed pig companies released their sales reports for June, indicating a general decline in sales prices and varying performance in sales volume and revenue among different companies [1][3][4] Group 1: Sales Performance - Muyuan Foods reported sales of 7.019 million pigs in June 2025, a year-on-year increase of 58.35%, with a sales revenue of 12.799 billion yuan, up 27.65% year-on-year [3] - Wens Foodstuff Group sold 3.0073 million pigs in June 2025, with a revenue of 4.92 billion yuan, showing a decline in sales volume and average price compared to May [3][4] - Shennong Group's sales volume decreased to 219,000 pigs in June 2025, with a revenue of 385 million yuan, reflecting a drop in both sales volume and price [4] Group 2: Price Trends - The average selling price of Muyuan Foods' pigs was 14.08 yuan/kg in June 2025, down 20.59% year-on-year [3] - Wens Foodstuff Group's average price for pigs was 14.39 yuan/kg, showing a year-on-year decline of 5.40% [3] - Shennong Group's average price for pigs was 14.35 yuan/kg, a decrease of 0.55% from May [4] Group 3: Cost Control and Efficiency - Many pig companies have managed to control breeding costs effectively, enhancing operational efficiency despite the overall low price trend [5][6][7] - New Hope reported a recent cost of 13 yuan/kg for fattened pigs, while Tianbang Bio aims to reduce costs to below 12.8 yuan/kg by the end of 2025 [7][8] - Muyuan Foods highlighted its cost advantage in piglet sales, contributing positively to its profitability [8]