The production and sales data of the five major pig companies turned in July. How to get the price of pigs in the future?

As of now, the five major listed pig companies have disclosed a briefing of the sales of pigs in July. According to data, pig companies such as Muyuan shares and new hope have improved.

The production and sales data of many pig companies are good

Judging from the July production and sales data released by the five pig companies, Zhongxin Jingwei noticed that in terms of year -on -year or year -on -year sales revenue, only Zhengbang Technology declined.

Specifically, in July, in July, it hoped that 942,300 pigs were sold, an increase of 48.44%year -on -year; Muyuan stocks sold 4.594 million pigs, an increase of 52.57%year -on -year; Wen's stock sales of 1.3243 million heads (including hair pigs and pork and pork and pork and pork and pork and pork and pigs Fresh products), a year -on -year increase of 3.58%; Tianbang Food Sales Pig Pig 326,900 heads, a year -on -year increase of 15.14%; Zhengbang Technology sold 882,500 pigs, a year -on -year decrease of 49.60%.

Five major pig companies in July (of which Tianbang Foods are commercial pigs, Wen's shares are meat pigs, and the remaining three are live pigs).

In terms of sales revenue in July, the new hopes of sales revenue was 2.167 billion yuan, an increase of 22.78%month -on -month, an increase of 92.79%year -on -year; Muyuan's sales revenue was 10.491 billion yuan, an increase of 19.84%month -on -month, an increase of 101.48%year -on -year; Wen's sales revenue revenue revenue income 3.421 billion yuan, an increase of 29.01%month -on -month, an increase of 46.29%year -on -year; Tianbang Food Sales goods pig revenue was 816 million yuan, an increase of 23.79%month -on -month, an increase of 45.7%year -on -year; 77.51%.

Five major pig companies in July sales revenue drawing: Zhongxin Jingwei

In this regard, Zhengbang Technology explained that in July 2022, the company's pig sales and sales revenue decreased a large decrease. At the same time, Zhengbang Technology also stated that the decline in the number of pig sales and sales revenue in the first July was mainly due to the decline in domestic pig prices and the reduction of production capacity of the company.

As for the improvement of production and sales data in July, some pig companies also gave their answers.

New hopes said that the main reason for the increase in pig sales year -on -year is the normal release of production capacity. The main reason for the increase in pig sales revenue year -on -year is that the sales of pigs have increased significantly, and the price of pigs has risen significantly.

Wen's shares stated that the sales revenue of meat pigs in July was a year -on -month and year -on -year increase, mainly due to the volume and sales of meat pigs and the same year -on -year increase; the average sales price of meat pigs increased year -on -year, mainly due to the domestic pig market The impact of the market change.

How to get in the future of pig prices

According to the website of the National Bureau of Statistics on the 4th, according to the monitoring of the market prices of 50 important production materials market in the national circulation field, the price of pigs fell by 6.2%in late July. Earlier data showed that the price of pigs rose 1.3%in mid -July, and the price ring of pigs rose by 21.9%in early July.

"The price of pig prices rose and stabilized at the end of July. In the past three months, the current price of pigs has remained rising, and the highest increase in the same period from the same period in June to July. Recently, pig prices have turned to high weak shocks." The futures point out that on the fundamentals of pigs from July to August, the amount of columns may be in July to August. As high temperature weather comes, the phase may rebound. It will be higher than April. In addition, farmers have gradually increased their profit, driving the industry's sales and increased mood of the fence. The collective selling behavior of stepping on the track will not be reproduced.

Zhuochuang Information Report shows that many factors in August may lead to the decline in pig prices. From the perspective of supply, the completion rate of the planning of a pig -raw pig out of the key breeding enterprises in July means that the plan of more than 4%is delayed to be completed in August. In addition, from the perspective of demand, the temperature in August was still high, and the demand for pork in the terminal market was relatively light.

Sun Weijie, a senior analyst of Zhuochuang Information, said that due to the attention and industry influence brought about by the sharp decline in the pig cycle, although the "pig cycle" in the future still exists, under the early intervention and guidance of regulatory supervision, no guidance, no, no There will be an excessive rise and ups and downs.

Huachen Futures pointed out that in terms of the supply side, due to the influence of the production capacity of the farming end, the amount of sow can remain in a reasonable horizontal range, and the pressure on the column in August is not much pressure; Or gradually get out of the column, the market supply is tight or eased.

"From the perspective of demand, August is the off -season of seasonal consumption, and the school's summer vacation has further reduced demand, but holiday tourism and education banquets may have to make up for pork consumption; however, due to the repeated public health incidents recently It may be suppressed to a certain extent. "Huachen Futures said that in an all -round way, the price of pigs or shocks in August was mainly weak.

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