证券时报·2025-07-07 14:48Core Viewpoint - The sales reports for June from multiple listed pig companies indicate a general decline in both sales prices and volumes, with notable variations among different companies [3][5][6]. Group 1: Sales Performance - Leading pig company Muyuan Foods reported sales of 7.019 million pigs in June 2025, a year-on-year increase of 58.35%, with a sales revenue of 12.799 billion yuan, up 27.65% year-on-year [5]. - Another major player, Wens Foodstuff Group, sold 3.0073 million pigs in June 2025, with a revenue of 4.92 billion yuan, showing a year-on-year price decline of 20.50% [6][7]. - Shennong Group reported a sales volume of 219,000 pigs in June 2025, with a revenue of 385 million yuan, reflecting a decrease in both sales volume and price compared to May [8]. - Dabeinong's sales figures for June 2025 showed a total of 666,100 pigs sold, generating a revenue of 1.078 billion yuan, with a decline in sales price [9]. Group 2: Cost Control and Efficiency - Despite the overall low prices in the pig market, many companies have managed to maintain effective cost control through refined management practices [11][12]. - New Hope reported that its recent operating cost for fattened pigs is around 13 yuan per kilogram [13]. - Tianbang Biological aims to reduce its breeding costs to below 12.8 yuan per kilogram by the end of 2025, with a target of 6.5 to 7 million pigs for the year [14]. - Haida Group has made significant progress in reducing overall breeding costs due to its established breeding model and advantages in feed research and development [15]. - Muyuan Foods claims to have a cost advantage in piglet sales, contributing positively to its profitability [16].