Workflow
黄鸡价格上涨
icon
Search documents
国盛证券:供需双振,看好黄鸡价格走强
Xin Lang Cai Jing· 2025-08-24 03:52
Group 1 - The core viewpoint of the article indicates that the price of yellow chickens has been continuously rising, with average prices for fast, medium, and slow-growing yellow feathered chickens reaching 10.84 CNY/kg, 12.68 CNY/kg, and 15.24 CNY/kg respectively, showing year-on-year increases of 5.9%, 5.0%, and 5.0% [1] - The article notes that yellow chicken prices have risen for five consecutive weeks, with a profit of 3.7 CNY per chicken based on a weight of 2.2 kg and a cost of 11 CNY/kg for Lihua Co [1] - Supply-side analysis reveals a significant reduction in the supply of medium and fast-growing chickens, leading to market shortages, while high-end products are selling well, and there is a strong sentiment for price increases [1] Group 2 - On the demand side, consumption is being driven by events such as graduation parties, and there is positive market demand in preparation for the Mid-Autumn Festival and National Day, leading to a gradual resumption of industry breeding [1] - The overall sales volume is expected to improve, and despite considering the industry's restocking cycle, the current economic cycle may last for about one quarter, with the sector likely to see a recovery in fundamentals [1] - The article suggests focusing on leading companies in the yellow chicken sector, specifically Wens Foodstuff Group and Lihua Co [1]