8月份国内白羽肉鸡苗价格有望冲击年内新高

Core Viewpoint - The A-share chicken sector is experiencing a rebound, with the white feather broiler market showing signs of recovery, particularly in chick prices, which are expected to reach new highs in August [1][3]. Industry Summary - The white feather broiler industry faced a significant price drop in June, with chick prices hitting a low of 0.73 yuan per chick, but began to recover in July due to reduced hatchery output and rising prices of broilers [1][2]. - As of July 31, the mainstream market price for white feather broiler chicks rose to 2.95 yuan per chick, with enterprise quotes increasing to 3.4 yuan per chick [1]. - The parent stock of white feather broiler chicks decreased by 2.13% in July, with an expected further decline of 1.54% in August, leading to lower hatchling output compared to the previous year [2]. Demand and External Factors - The demand for chicks is increasing due to seasonal factors, such as school preparations, and the correlation between chick and broiler prices is driving up demand as broiler prices rise [2][3]. - External factors, including strict regulations on Thai poultry exports and ongoing import restrictions from Brazil, are contributing to a positive sentiment in the chick market, with broiler prices increasing by 500 to 1000 yuan per ton [2]. Company Performance - Major companies in the white feather broiler sector, such as Shandong Minhe Livestock and Poultry Co., reported a 26.87% increase in chick sales in July, although revenue decreased by 27.3% [3]. - Yisheng Livestock and Poultry Co. also saw a 7.51% increase in chick sales, but a significant revenue drop of 46.39%, indicating the ongoing impact of the market downturn on company performance [3].