Muyuan Foods (SZ:002714) Di Yi Cai Jing·2025-07-10 02:12Group 1 - The pork sector experienced significant gains, with Zhenghong Technology hitting the daily limit and Bangji Technology rising over 6% [1] - Other companies in the sector, such as Tianbang Food, Aonong Biological, and Zhengbang Technology, also saw increases in their stock prices [1] - Specific stock performance includes Zhenghong Technology up by 9.97% to 8.27, Bangji Technology up by 6.10% to 24.00, and Tianbang Food up by 4.35% to 3.11 [2] Group 2 - Muyuan Foods announced a substantial increase in its expected net profit for the first half of 2025, projecting a range of 10.2 billion to 10.7 billion yuan, representing a year-on-year growth of 1129.97% to 1190.26% [3][4] - The company reported a basic earnings per share of 1.90 to 2.00 yuan, significantly higher than the previous year's 0.15 yuan [4] - The increase in profit is attributed to a rise in the number of pigs sold and a decrease in breeding costs compared to the previous year [4] Group 3 - Muyuan Foods sold approximately 38.39 million pigs in the first half of 2025, an 18.54% increase from 32.39 million in the same period of 2024 [5] - The sales revenue for the first half of 2025 reached 70.87 billion yuan, up 26.5% from 56.02 billion yuan in the previous year [5] Group 4 - Huatai Securities noted that since late May, pork prices have been fluctuating downwards, with expectations of accelerated weight reduction and inventory release in the short term [6] - The report suggests that supply pressure may ease slightly by the end of Q3 and Q4, coinciding with the seasonal peak in pork consumption around September [6] - The second half of 2025 is expected to see better-than-expected pork prices and improved profitability for leading pig farming companies due to ongoing cost advantages [6]