The lower reaches of the poultry industry is continuously recovered

Recently, business data disclosed by many poultry listed companies showed that sales data in July increased significantly year -on -year. Industry insiders said that with the improvement of market supply and demand, the poultry industry is expected to continue to recover. It is expected that the downstream demand for the poultry industry in the second half of the year is strong, and the annual performance is generally better.

The sales data in July is dazzling

Wen's shares sold 91.9677 million meat chickens in July, with revenue of 2.934 billion yuan, and the average sales price of chicken chickens was 16.38 yuan/kg, with a year-on-year change of -3.91%, 47.96%, and 51.81%. , 11.96%.

Shengnong's development revenue achieved sales revenue of 1.661 billion yuan in July, an increase of 31.85%year -on -year, and a month -on -month increase of 12.86%. Among them, the sales revenue of chicken breeding section of poultry breeding sector reached 1.204 billion yuan, and the sales volume was 105,200 tons, an increase of 22.41%and 12.81%year -on -year, respectively, and an increase of 18.04%and 9.95%. The sales volume was 23,900 tons, an increase of 36.19%and 10.10%year -on -year, respectively, and a month -on -month increase of 13.22%and 9.60%.

In July, Xiantan's sales revenue of chicken products was 462 million yuan, and the sales volume was 450,000 tons, a year -on -year increase of 56.93%and 38.36%, respectively, and a month -on -month increase of 26.26%and 25.80%. Among them, the poultry breeding and processing industry realized the sales revenue of chicken products of 448 million yuan, and the sales volume was 44,100 tons, a year -on -year increase of 57.49%and 38.74%, respectively, and increased by 26.82%and 26.37%.

The annual performance is generally good

The pheasant market conditions and the improvement of supply and demand relationship are the main reasons for the increase in the increase in meat chicken sales in many companies.

Wen's shares said that due to the changes in the domestic broiler market, the average sales price of meat chicken in July increased year -on -year, which increased the sales revenue of meat chicken year -on -year. Xiantan said that the newly -built subsidiaries have been put into production, slaughter production capacity has been gradually released, and the number of commercial chickens has gradually increased, resulting in the increase in sales and sales revenue in July. Xiangjia shares said that in July, the company's live poultry sales, income, and average price increased significantly year -on -year, mainly due to the improvement of market supply and demand relationship, and the poultry industry was in the recovery of the poultry industry.

East Asia Qianhai Securities researcher Wang Ling stated in the research report that "In the second half of 2021, the amount of parental survival fillet continued to decline, the preliminary production capacity was deduced, and the consumer demand was recovered. The average price of the chicken was 9.20 yuan per kilogram, an increase of 17.49%month -on -month. In addition, the overseas quotation was blocked.

Open source Securities stated in the research report that the price of white feathers and chicken seedlings has continued to rise, the enthusiasm of supporting households has increased, and terminal consumption is expected to gradually boost. It is expected that the mood of the hair chicken column before the Mid -Autumn Festival will continue to be positive. "The double festival in the third quarter is coming, and it is supported by consumption. In the fourth quarter, due to the seasons of winter in the fourth quarter, the overall meat consumption is relatively high. It is expected that the downstream demand of the poultry industry in the second half of the year will have strong support. . From the perspective of my country's poultry meat consumption structure, the proportion of white feathers with poultry meat is close to 60%, which will be the biggest engine for future poultry consumption growth. "

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