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招商证券:鸡价触底回升 看好8月景气
智通财经网· 2025-08-14 08:33
Group 1 - The core viewpoint is that chicken prices are gradually rebounding due to reduced supply since mid-July, leading to improved profitability for farmers and increased willingness to restock [1][2] - In July, the average price of chicken seedlings was 1.41 yuan per chick, down 43% year-on-year and 38% month-on-month; the average price of live chickens was 6.52 yuan per kilogram, down 12% year-on-year and 9.2% month-on-month [1] - The demand for chicken seedlings is overall positive due to the upcoming school season, although the supply of chicken seedlings has decreased due to increased culling of breeding chickens [1] Group 2 - The price of yellow feathered chickens has shown signs of recovery in late July, with expectations for a favorable market in August [3] - The average price of fast-growing chickens in July was 3.94 yuan per pound, down 19.6% year-on-year but up 3.2% month-on-month; the average price of Xueshan grass chickens was 6.43 yuan per pound, down 27% year-on-year but up 5% month-on-month [3] - The cost of raising yellow feathered chickens has decreased significantly, with costs for leading companies falling to around 5.6 yuan per pound, indicating potential for substantial profit release as prices recover [3][4] Group 3 - The supply of parent stock chickens is expected to tighten in the second half of 2025 due to a significant decrease in overseas imports, which will also affect the supply of commercial broiler chicks in 2026 [2][4] - The current inventory of parent stock chickens is at a historically low level, which may lead to a contraction in supply and set the stage for future price increases [4] - The long-term outlook for the yellow feathered chicken market remains positive, driven by changing consumer habits, implementation of sales bans, and economic recovery boosting consumption [4]
南农晨读 | 鹭舞秋田
Nan Fang Nong Cun Bao· 2025-08-14 01:36
南农晨读 | 鹭舞 秋田_南方+_南 方plus 【今日关注】 图景 近日,由广东省 退役军人事务厅 主办的"走基层· 走军营·走红色 足迹"——中 央、省市媒体采 风行走进云浮、 清远和汕尾市, 深入挖掘"兵支 书"在助力"百县 千镇万村高质量 发展工程"中的 滚动 | 广东水利 防汛防台风应急 响应提升至Ⅱ 级,大埔县停课 省水利厅要求, 全省各级水利部 门和有关单位要 认真贯彻落实省 委、省政府工作 部署,密切监视 风情、雨情、水 情、工情,加密 滚动会商研判, 立即组织防汛责 任人上岗履职, 认真执 行"456"水利预 警机制,强化水 利工程一线巡查 防守和风险管 控,针对突出薄 弱环节和重点部 位,提前预置抢 险队伍和物料, 做到险情早发 现、早处置,全 力保障人民群众 生命财产安全。 乡风美了、文旅 活了、渔村红 了,广东"兵支 书"绘就乡村新 生动实践与突出 贡献。 一步一个脚印, 驻广宁螺岗镇工 作队助力灾后重 建 | 驻在千镇万 村⑳ "几十年了,我 从没见过这么大 的雨。"望着被 洪水侵袭后的家 园,螺岗镇一位 老人心有余悸地 说道。8月4日至 6日,连续的特 大暴雨向肇庆广 宁袭来,洪水 ...
百亿集群X千亿龙头!“中华土鸡产业基地”共建启动,打造“舌尖中国”新IP
Nan Fang Nong Cun Bao· 2025-08-13 04:31
百亿集群X千亿 龙头!"中华土 鸡产业基地"共 建启动,打 造"舌尖中国"新 IP_南方+_南方 plus 受访者供图 做优"土特产",奋进"百千万"。8月12日,"中华土鸡产业基地"共建启动仪式在广东省云浮市 新兴县举办,活动以"让中国人爱上中华土鸡"为主题,共商发展大计,共谋合作新篇。农业农 村部原总农艺师、中国合作经济学会会长孙中华,中国食品工业协会品牌战略工作委员会秘书 长曾黔,新兴县委书记陈哲江,温氏股份董事长温志芬、总裁黎少松等出席活动。 产业链域外共赢签约仪式 受访者供图 活动现场,举行了"中华土鸡产业基地"共建启动仪式,新兴县人民政府还与多家机构签署了战略 合作协议,涵盖研发、深加工、渠道、推广等全产业链环节。中国农业科学院农产品加工研究 所、中华土鸡美食文化推广中心等知名机构与企业参与签约,共同培育"新兴土鸡+"全产业链生 态。温氏股份同期发布了"温氏畜禽""温氏食材"全新企业标识,彰显其作为行业龙头推动产业升 级的决心。 陈哲江代表新兴县委、县政府致欢迎辞,介绍了新兴县发展中华土鸡产业的基础和优势。他指 出,近年来,新兴县大力培育现代农业、预制菜等"六大百亿产业集群",农业农村现代化步伐不 ...
南非公布五大举措 直面美方贸易霸凌
Yang Shi Wang· 2025-08-13 01:54
Core Points - The South African government has announced five key measures to address the 30% unilateral tariffs imposed by the US on South African exports since August 7 [1][3] - These measures include ongoing tariff negotiations with the US, diversification of export markets, economic support initiatives, trade defense actions, and domestic demand stimulation plans [1][3] Group 1: Tariff Negotiations - South Africa has submitted a revised trade agreement to the US, addressing concerns raised by the US and making adjustments on import access for poultry, blueberries, and pork [1] - The US trade agency has confirmed that it will begin exporting poultry and pork to South Africa from multiple states within two weeks [1] Group 2: Export Market Diversification - South Africa aims to accelerate the development of the African Continental Free Trade Area and expand into markets in Europe, Asia, and the Middle East [3] - The government plans to deploy trade and agricultural commissioners to enhance export certification and biosecurity standards, thereby increasing economic resilience [3] Group 3: Economic Support Initiatives - The economic support plan includes establishing an export enterprise consulting service platform and creating a localized support fund [3] - An export and competitiveness support program will be launched, along with employment security measures for affected workers in collaboration with the labor department [3] Group 4: Trade Defense Measures - South Africa will implement anti-dumping, countervailing, and safeguard measures as necessary, in accordance with WTO rules, to prevent surges in imports and low-priced dumping that could harm domestic industries [3] Group 5: Domestic Demand Stimulation - A platform for promoting local brands will collaborate with businesses and retailers to expand the sales of domestic products, leveraging domestic demand to support the economy [3] - The South African government emphasizes the importance of maintaining the US market while accelerating market diversification to ensure employment and industrial stability [3]
一个月涨3倍,鸡苗价格大幅上涨还供不应求
Xuan Gu Bao· 2025-08-12 14:46
Industry Overview - In early July, the price of white feather broiler chickens fell below 3 yuan per jin, but by August, the price surged to a maximum of 3.7 yuan per jin, with chick prices increasing from 1.5 yuan per chick to 4.2 yuan per chick, indicating a supply-demand imbalance [1] - In Shandong, a major broiler production province, chick prices experienced a staggering increase of 300% within just over a month [1] Supply Chain Dynamics - The reduction in the import volume of grandparent stock has negatively impacted the production of commercial broiler chicks, leading to a scarcity of advantageous commercial chicks in the future [1] - According to the China Animal Husbandry Association, the update volume of grandparent meat breed chickens in the first half of this year decreased by 36.72% year-on-year, which will affect the supply of parent stock meat breed chickens in 7 months and commercial white feather meat chickens in 14 months [1] - Nationwide high temperatures this year have resulted in a 15% decrease in chick survival rates, and the number of chickens aged 40-60 days has decreased by 8% month-on-month, exacerbating the supply tightness [1] Market Sentiment - Farmers are optimistic about the holiday consumption market, as the replenishment in August corresponds to the pre-National Day market [1] Related Companies - A-share related concept stocks include Lihua Co., Ltd. and Xiantan Co., Ltd. [1]
新兴启动“中华土鸡产业基地”共建,以现代农业擦亮“百千万工程”底色
Nan Fang Nong Cun Bao· 2025-08-12 14:00
Core Viewpoint - The establishment of the "Chinese Native Chicken Industry Base" aims to enhance the quality and recognition of the native chicken industry in Xinxing County, promoting local agricultural development and aligning with national agricultural optimization strategies [2][9][19]. Group 1 - The "Chinese Native Chicken Industry Base" was officially launched on August 12 in Xinxing County, with participation from various government and industry representatives [2][4][6]. - Xinxing County is recognized for its favorable natural environment, making it an ideal location for native chicken farming [8]. - The initiative aligns with national efforts to optimize agricultural structures and promote high-quality specialty agricultural products [9][10][19]. Group 2 - Xinxing County has been actively developing modern agriculture and has established six major billion-dollar industry clusters, including the native chicken industry [18][19]. - The county has a complete industrial chain from breeding to processing and sales, which is crucial for enhancing the market presence of "Xinxing Native Chicken" [26][29]. - The collaboration aims to create a new development model characterized by resource sharing and mutual benefits among stakeholders [31][32]. Group 3 - Industry leaders, including Wen's Group, emphasize the importance of stabilizing urban consumption while expanding market reach and enhancing brand recognition [48][50]. - The Chinese Food Industry Association will support the brand development of the native chicken industry through various promotional activities [40][42]. - Experts discussed strategies for revitalizing the native chicken industry, focusing on brand building and market guidance [55].
8月份国内白羽肉鸡苗价格有望冲击年内新高
Core Viewpoint - The A-share chicken sector is experiencing a rebound, with the white feather broiler market showing signs of recovery, particularly in chick prices, which are expected to reach new highs in August [1][3]. Industry Summary - The white feather broiler industry faced a significant price drop in June, with chick prices hitting a low of 0.73 yuan per chick, but began to recover in July due to reduced hatchery output and rising prices of broilers [1][2]. - As of July 31, the mainstream market price for white feather broiler chicks rose to 2.95 yuan per chick, with enterprise quotes increasing to 3.4 yuan per chick [1]. - The parent stock of white feather broiler chicks decreased by 2.13% in July, with an expected further decline of 1.54% in August, leading to lower hatchling output compared to the previous year [2]. Demand and External Factors - The demand for chicks is increasing due to seasonal factors, such as school preparations, and the correlation between chick and broiler prices is driving up demand as broiler prices rise [2][3]. - External factors, including strict regulations on Thai poultry exports and ongoing import restrictions from Brazil, are contributing to a positive sentiment in the chick market, with broiler prices increasing by 500 to 1000 yuan per ton [2]. Company Performance - Major companies in the white feather broiler sector, such as Shandong Minhe Livestock and Poultry Co., reported a 26.87% increase in chick sales in July, although revenue decreased by 27.3% [3]. - Yisheng Livestock and Poultry Co. also saw a 7.51% increase in chick sales, but a significant revenue drop of 46.39%, indicating the ongoing impact of the market downturn on company performance [3].
农业行业周报:建议关注饲料的回升周期和养殖的边际改善-20250812
Shanxi Securities· 2025-08-12 10:39
Investment Rating - The report maintains an investment rating of "Buy-A" for Haida Group and "Buy-B" for Shengnong Development, Wen's Shares, and others [7]. Core Insights - The report suggests focusing on the recovery cycle of feed and the marginal improvement in breeding [1]. - The pig price has decreased week-on-week, with average prices in key provinces showing a decline [3]. - The feed industry is expected to see a bottoming out and recovery due to the decline in upstream raw material prices and improvements in the downstream breeding sector [3]. - The report highlights the potential growth of Haida Group's overseas feed business as a new performance growth point [3]. Industry Performance - For the week of August 4 to August 10, the CSI 300 index rose by 1.23%, while the agriculture sector increased by 2.52%, ranking 10th among sectors [2][24]. - The top-performing sub-industries included broiler chicken breeding, fruit and vegetable processing, and pig breeding [2][24]. Pig Breeding Sector - As of August 8, the average price of external three-way cross pigs in Sichuan, Guangdong, and Henan was 13.30, 15.39, and 13.83 yuan/kg, respectively, reflecting a week-on-week decline of 2.92%, 4.05%, and 3.82% [3][33]. - The average pork price was 20.41 yuan/kg, down 0.92% from the previous week [3][33]. - The self-breeding profit was 45.13 yuan/head, while the profit from purchasing piglets was -134.14 yuan/head [3][33]. Poultry Sector - As of August 8, the weekly price of white feather broiler chickens was 7.14 yuan/kg, up 4.54% week-on-week [3][47]. - The price of broiler chicks was 3.13 yuan/chick, reflecting a week-on-week increase of 21.79% [3][47]. - The profit from chicken breeding was 0.62 yuan/chick, while egg prices fell by 6.94% to 6.70 yuan/kg [3][47]. Feed Processing Sector - In June 2025, the total industrial feed production in China was 27.67 million tons, a month-on-month decrease of 0.1% but a year-on-year increase of 6.6% [54]. - The production of compound feed, concentrated feed, and additive premix feed saw year-on-year growth of 6.6%, 3.4%, and 8.7%, respectively [54]. Recommendations - The report recommends stocks such as Wen's Shares, Shengnong Group, Juxing Agriculture, Tangrenshen, and New Hope in the pig breeding sector due to expected profitability recovery starting from Q2 2024 [4]. - It also highlights the potential of domestic pet food brands like Guibao Pet and Zhongchong Shares, which are expected to perform well in the upcoming years [5].
它,一个多月价格暴涨300%!
Mei Ri Jing Ji Xin Wen· 2025-08-12 10:17
Group 1 - The price of commodity broiler chicks has surged rapidly since mid to late July, with prices increasing from 1.5 yuan per chick at the beginning of July to 4.2 yuan per chick currently, representing a 180% increase [1] - The price of broiler chickens has also seen significant increases, with prices in Shandong dropping to a low of 3 yuan per jin in early July and then rising to a peak of 3.7 yuan per jin in August due to supply shortages [1] - Affected by these price changes, A-share market stocks related to the chicken industry experienced volatility, with companies like Xiaoming Co. and Minhe Co. seeing substantial intraday gains [1] Group 2 - In Jiangsu Huai'an, the demand for broiler chicks has increased, leading to a supply shortage and rising prices [2] - A management representative from a chicken breeding base in Huai'an noted that their facility can raise around 1 million broiler chicks per batch, but extreme measures were taken in July to reduce losses, resulting in a supply gap in August [4] - The recent drop in temperatures has made conditions more favorable for broiler chicken growth, contributing to the rapid price increases [6] Group 3 - In Shandong, the price of broiler chicks has increased by 300% over the past month, with farmers purchasing new chicks at significantly higher prices [7] - The rise in meat chicken prices, which increased by 15% in July, is driving farmers to replenish their stocks, while the supply from hatcheries is decreasing [9] - The average price of domestic white feather meat chicken products rose from 8260 yuan per ton to 8420 yuan per ton in July, boosting the purchasing enthusiasm of slaughterhouses [11] Group 4 - Industry statistics indicate a 0.95% decrease in the supply of commodity broiler chicks in July, with an expected further decline of 1.54% in August [12] - High temperatures earlier this year have led to a 15% decrease in chick survival rates, exacerbating supply tightness [12] - The overall update rate of grandparent meat breeding chickens has decreased by 36.72% year-on-year in the first half of the year, which will impact future supply of parent and commodity broiler chickens [12]
价格暴涨300%!它,从“没人要”到“买不到”
新浪财经· 2025-08-12 09:38
Core Viewpoint - The price of white feather chickens has experienced significant fluctuations, with prices dropping below 3 yuan/kg in early July and rising to 3.7 yuan/kg by August, leading to a supply-demand imbalance in the market [2]. Group 1: Price Fluctuations - The price of chicken chicks has surged from 1.5 yuan to 4.2 yuan per chick due to supply shortages [2][4]. - In Shandong, the price of chicken chicks has increased by over 300% in just over a month, with specific cases reporting a rise from July [8][9]. Group 2: Supply and Demand Dynamics - Increased demand for chicken farming has been noted, particularly as the weather becomes more suitable for raising white feather chickens [6]. - The rise in meat chicken prices, which increased by 15% in July, has driven farmers to replenish their stocks, further straining the supply of chicks [11]. Group 3: Industry Responses - Some breeding farms are implementing measures to reduce feed costs, improve chick survival rates, and lower feed-to-meat ratios to cope with rising chick prices [7]. - In response to previous losses, some breeding farms have resorted to extreme measures such as culling breeding chickens, which has exacerbated the supply shortage of chicks [4]. Group 4: Market Trends - The comprehensive selling price of domestic white feather meat chicken products rose from 8260 yuan/ton to 8420 yuan/ton in July, indicating increased purchasing enthusiasm from slaughterhouses [13].