On February 14, the leading feed enterprise New Hope Liuhe Co.Ltd(000876) ( New Hope Liuhe Co.Ltd(000876) , 000876. SZ) released a brief report on pig sales in January 2022. So far, in addition to Muyuan Foods Co.Ltd(002714) (002714. SZ), New Hope Liuhe Co.Ltd(000876) , Wens Foodstuff Group Co.Ltd(300498) (300498. SZ), Tech-Bank Food Co.Ltd(002124) (002124. SZ), Jiangxi Zhengbang Technology Co.Ltd(002157) (002157. SZ), four listed pig enterprises have released pig sales briefings in January 2022. Considering the impact of the Spring Festival, Muyuan Foods Co.Ltd(002714) usually discloses the sales from January to February in March.
Pig sales of four listed pig enterprises since December 2020, drawn by Peng Yanqiu
In terms of sales volume, in January, New Hope Liuhe Co.Ltd(000876) sold 1292600 pigs , up 20.62% month on month and 76.61% year-on-year; Wens Foodstuff Group Co.Ltd(300498) sold 1506100 pigs (including hairy pigs and fresh products), with a month on month change of 22.75% and a year-on-year change of 50.01%; Tech-Bank Food Co.Ltd(002124) sold 381300 commercial pigs (including 7479 piglets), with a month on month change of 3.70% and a year-on-year change of - 18.01%; Jiangxi Zhengbang Technology Co.Ltd(002157) sold 958700 pigs (including 69800 piglets and 888900 commercial pigs), up 19.07% month on month and 21.86% year-on-year. The sales volume of Jiangxi Zhengbang Technology Co.Ltd(002157) , New Hope Liuhe Co.Ltd(000876) , Wens Foodstuff Group Co.Ltd(300498) in January increased month on month and year on year, while the sales volume of Tech-Bank Food Co.Ltd(002124) increased month on month and decreased year on year. Among them, New Hope Liuhe Co.Ltd(000876) pig sales in January 2022 was the highest in 13 months since January 2021. For the reason why the number of live pig sales increased significantly year-on-year in January this year, New Hope Liuhe Co.Ltd(000876) said that it was mainly due to the normal release of production capacity, and the investment of piglets in the middle of 2021 was significantly higher than that in the middle of 2020.
Sales of listed pig enterprises, tabulated by Peng Yanqiu
New Hope Liuhe Co.Ltd(000876) sales trend in recent year, drawn by Peng Yanqiu
In terms of sales revenue, in January, New Hope Liuhe Co.Ltd(000876) revenue was 1.638 billion yuan , with a month on month change of 6.78% and a year-on-year change of - 34.66%; Wens Foodstuff Group Co.Ltd(300498) revenue was 2.471 billion yuan , with a month on month change of 7.86% and a year-on-year change of - 39.29%; The sales revenue of Tech-Bank Food Co.Ltd(002124) was 558482700 yuan , with a month on month change of - 7.10% and a year-on-year change of - 60.96%; The sales revenue of Jiangxi Zhengbang Technology Co.Ltd(002157) was 1.219 billion yuan , a month on month decrease of 5.57% and a year-on-year decrease of 60.92%. Among them, the sales revenue of Jiangxi Zhengbang Technology Co.Ltd(002157) and Tech-Bank Food Co.Ltd(002124) in January decreased month on month and year on year, Wens Foodstuff Group Co.Ltd(300498) and New Hope Liuhe Co.Ltd(000876) decreased year on year and increased month on month.
Sales revenue of listed pig enterprises, tabulated by Peng Yanqiu
Wens Foodstuff Group Co.Ltd(300498) the trend of sales volume and sales revenue in recent year, drawn by Peng Yanqiu
Jiangxi Zhengbang Technology Co.Ltd(002157) the trend of sales volume and sales revenue in recent year, drawn by Peng Yanqiu
In terms of the average sales price, in January, New Hope Liuhe Co.Ltd(000876) the average sales price of commercial pigs was 13.06 yuan / kg , with a month on month change of - 10.91% and a year-on-year change of - 57.21%; The average selling price of Wens Foodstuff Group Co.Ltd(300498) pigs was 14.09 yuan / kg , with a month on month change of - 13.08% and a year-on-year change of - 58.79%; The average selling price of Tech-Bank Food Co.Ltd(002124) is 13.35 yuan / kg (the average price of commercial fat pigs is 13.58 yuan / kg), with a month on month change of - 16.24% and a year-on-year change of - 62.39%; The average selling price of Jiangxi Zhengbang Technology Co.Ltd(002157) commercial pigs (excluding piglets) was 12.92 yuan / kg , down 14.89% from the previous month. The average sales price of the four listed pig enterprises decreased month on month and year on year, with a year-on-year decrease of 55% - 65%. Among them, the average sales price of Tech-Bank Food Co.Ltd(002124) decreased the most year-on-year, with 62.39%. For the sharp year-on-year decline in the average sales price in January, Tech-Bank Food Co.Ltd(002124) said that due to the sharp decline in pig prices, it was lower than that in the same period last year. As for the sharp decline in the average sales price in the industry, all four enterprises said that it was due to the decline in pig prices caused by China's pig market.
Average sales price of listed pig enterprises, tabulated by Peng Yanqiu
Tech-Bank Food Co.Ltd(002124) the trend of sales volume and sales revenue in recent years, drawn by Peng Yanqiu
