Sou Hu Cai Jing·2025-09-15 03:40Group 1 - The poultry industry is experiencing a price recovery, with prices for fast, medium, and slow chickens rising by 39%, 36%, and 22% respectively from June lows, driven by supply clearance and demand recovery [1] - A specific company's yellow chicken business achieved a breakeven cost of 5.6 yuan per pound in August, marking a turnaround in monthly performance [1] - The pig farming market is facing increased supply pressure, leading to price declines, with a target of 2 million pigs to be marketed by 2025, representing a 54% growth [1] Group 2 - The cost of pig farming in August was reported at 6.3 yuan per pound, with the cost of piglets dropping below 280 yuan per head [1] - As of September 15, 2023, the livestock ETF (159867.SZ) rose by 0.87%, and the related index, the CSI Livestock Index, increased by 1.01% [1] - Key stocks in the sector, such as Haida Group, Muyuan Foods, and Tiankang Biological, saw price increases of 2.62%, 1.95%, and 5.78% respectively [1] Group 3 - The pig farming industry is under pressure from declining prices due to supply release, with potential long-term risks from feed ingredient price fluctuations [3] - Major feed companies are expected to see significant sales growth in the first half of 2025, benefiting from a recovery in downstream farming volumes [3] - Haida Group reported a 26% year-on-year increase in feed sales, with a 40% increase in overseas sales, supporting its performance [3]