【私募调研记录】诚盛投资调研立华股份

Group 1 - The core viewpoint of the news is that Chengsheng Investment has conducted research on Lihua Co., which shows promising operational metrics and cost reductions in the poultry and pig farming sectors [1] - Lihua Co. reported that the complete cost of broiler chickens has decreased to below 11 yuan/kg, maintaining strong competitiveness [1] - In the second quarter, the production efficiency of the pig segment improved, with PSY reaching 29 and the cost of weaned piglets dropping below 280 yuan [1] - The complete cost of pork was reported at 12.8 yuan/kg for the first half of the year, with a decrease to 12.3 yuan/kg in June, and a target of 12 yuan/kg by year-end [1] - Lihua Co. has slaughtered 4 million broilers in the first half of 2025, with an annual target of 10 million, and has established an annual slaughter capacity of 135 million [1] - The company is optimistic about the growth of yellow-feathered broilers and aims to enhance quality and efficiency across all segments [1]