NEW HOPE(SZ:000876) 证券时报·2025-02-27 15:05Core Viewpoint - The article discusses the proposals and insights shared by Liu Yonghao, Chairman of New Hope Group, during a media communication meeting, focusing on agricultural development, support for the private economy, and rural entrepreneurship. Group 1: Proposals and Themes - Liu Yonghao plans to submit five proposals at the upcoming National People's Congress, focusing on "three rural issues," the private economy, poverty alleviation, and rural construction [1] - The call for subsidies for durable consumer goods and the issuance of consumption vouchers to stimulate consumption [2][9] - Suggestions to support young entrepreneurs moving to rural areas with subsidies, such as providing 10,000 yuan for university graduates starting businesses in rural areas [2][10] Group 2: Industry Insights - Traditional industries like meat, eggs, and dairy will not disappear; efforts should focus on expanding scale, introducing technology, optimizing varieties, and improving efficiency [2] - New Hope is exploring "AI + modern agriculture," aiming to enhance feed formulation, genetic testing in breeding, cold chain logistics efficiency, and disease prevention through AI [2][6] - The company is working to reduce reliance on imported breeding stock for pigs, developing high-quality local breeds like Sichuan fragrant pigs [6] Group 3: Financial Support and Performance - Financial institutions have continued to support New Hope during challenging times, with banks actively proposing to strengthen cooperation [2][7] - New Hope's revenue for 2024 is expected to be roughly flat compared to 2023, with a significant increase in profitability; projected net profit is between 450 million and 550 million yuan, representing an increase of 80.58% to 120.71% year-on-year [2][7] - The use of futures products, particularly in pig trading, is seen as a way to stabilize price fluctuations in the pig cycle, with New Hope participating cautiously [2][8]