Group 1 - The core viewpoint indicates that meat product prices are under pressure, leading to declining sales for breeding companies in June [1][2] - Wens Foodstuff reported sales of 104 million meat chickens in June, generating revenue of 2.288 billion yuan, with a chicken sales average price of 10.29 yuan/kg, showing month-on-month declines of 3.40%, 8.30%, and 4.28% respectively [1] - In June, Wens Foodstuff sold 3.0073 million pigs, with a revenue of 4.92 billion yuan and an average price of 14.39 yuan/kg, reflecting month-on-month changes of -4.69%, -7.57%, and -1.98% [1] Group 2 - New Hope reported sales of 1.33 million pigs in June, with a revenue of 1.871 billion yuan and an average price of 14.18 yuan/kg, showing month-on-month declines of 0.29%, 5.12%, and 2.81% respectively [1] - Juxing Agriculture announced sales of 419,900 pigs in June, with a revenue of 742 million yuan, and a 3.4% decrease in average price, while sales volume increased by 28% [2] - Xiangjia reported sales of 4.298 million live poultry in June, generating revenue of 68.1782 million yuan, with a significant decline in sales price due to market sluggishness [2] Group 3 - The industry is experiencing a seasonal consumption lull, with pig prices maintaining a fluctuating trend, and expectations for better performance in the second half of the year [2][3] - The report suggests that the supply of pigs will see limited growth by 2025, and high-quality pig enterprises may still achieve considerable profits [3] - The industry is currently operating at a marginal profit, with large pig enterprises focusing on increasing capacity utilization to reduce breeding costs [3]

湘佳股份（002982）公告，2025年5月份销售活禽413.53万只，同比下降27.07%，环比下降6.79%；实现 销售收入7286.27万元，同比下降3.07%，环比下降9.71%。销售均价为9.06元/公斤，同比下降22.11%， 环比下降2.15%。2025年累计销售活禽2017.63万只，累计销售收入3.79亿元。 ...

南非农业部：暂停与巴西活禽、鸡蛋及鲜禽的贸易，不再发放新的进口许可证。 ...

湘佳股份（002982）公告，2025年4月份销售活禽443.67万只，销售收入8070.27万元，销售均价9.26元/ 公斤。环比变动分别为17.46%、12.62%、-1.21%，同比变动分别为73.57%、42.86%、-18.20%。 ...