Report Abstract: Pig Breeding: the average price of three yuan pigs sold abroad on Friday was 15.76 yuan / kg, down 4.19% from last Friday. On Friday, the average price of Sanyuan piglets outside 15kg was 27.05 yuan / kg, down 3.39% from last Friday. Pig prices continued to fall this week, and pig prices in Northeast China fell below 15 yuan / kg. Affected by the continuous decline of pig prices, the breeding end is more active, the supply of pigs in the market is sufficient, and the slaughtering enterprises have a strong pressure on prices. Pig prices still have the opportunity to fluctuate upward years ago, but the increase is expected to be limited. According to the financial report of China Central Television, the number of fertile sows in November was 42.96 million, down 1.2% month on month, narrower than that in October. In the follow-up, we need to pay attention to the possible outbreaks of non plague, diarrhea and other epidemics under the extremely cold weather conditions in winter this year, or the passive de production of the industry, as well as the acceleration of farmers’ active de production after the Spring Festival or the emergence of the inflection point of cycle reversal in advance. Near the end of the year, focus on the phased results of cost reduction and efficiency increase of enterprises, recommend paying attention to the aquaculture head enterprises with obvious advantages in cost control, and secondly pay attention to the second-line and small American Standard enterprises with great expected improvement and growth certainty.
Seed industry: the latest amendment to the seed law was made at the 32nd meeting of the Standing Committee of the 13th National People’s Congress, which closed on the 24th. The newly revised seed law expands the right content and protection scope of new plant variety right, proposes to establish a substantive derivative variety system, further increase the punishment for fake and inferior seeds, and ensure the original innovation of seed industry in multiple dimensions. In the policy intensive period at the end of the year and the beginning of the year, the relevant policies of the seed industry are expected to continue to receive policy attention. It is suggested to pay attention to the enterprises with core R & D and innovation ability in biological breeding technology.
Market review:
Among the sub industries of agriculture, forestry, animal husbandry and fishery this week, the weekly increases and decreases are as follows: feed 11.11%, animal health 9.75%, livestock and poultry breeding 8.22%, planting 2.35%, fishery 1.24% and Shenzhen Agricultural Products Group Co.Ltd(000061) processing 0.88%. Among the companies in agriculture, forestry, animal husbandry and fishery industry this week, the top five companies are: Pulike Biological Engineering Inc(603566) 22.53%, Tecon Biology Co.Ltd(002100) 22.25%, Fujian Tianma Science And Technology Group Co.Ltd(603668) 21.54%, Tangrenshen Group Co.Ltd(002567) 14.18%, Fujian Aonong Biological Technology Group Incorporation Limited(603363) 13.36%; The top five companies are: Tianshui Zhongxing Bio-Technology Co.Ltd(002772) – 7.89%, Henan Huaying Agricultural Development Co.Ltd(002321) – 8.33%, Fujian Wanchen Biotechnology Co.Ltd(300972) – 8.34%, Fujian Jinsen Forestry Co.Ltd(002679) – 8.60%, Xinjiang Tianshan Animal Husbandry Bio-Engineering Co.Ltd(300313) – 11.58%.
Key tracking:
1. Yuan Longping High-Tech Agriculture Co.Ltd(000998) the announcement signed the strategic cooperation framework agreement with the Department of agriculture and rural areas of Jilin Province
Event: on December 21, Yuan Longping High-Tech Agriculture Co.Ltd(000998) announced that Jilin Provincial Department of agriculture and rural areas and the company signed the strategic cooperation framework agreement on December 20, 2021. The main cooperation contents include: jointly promoting the construction of scientific and technological innovation platform for seed industry; Carry out cooperation on key projects such as “high-efficiency agriculture in the whole industrial chain of the golden corn belt” and “industrialized application of corn biological breeding”; To carry out equity capital cooperation, Jilin will support the company’s key investment projects and promote the smooth development of the company’s projects in Jilin Province.
Key recommendations:
[key recommendations] Beijing Dabeinong Technology Group Co.Ltd(002385) , Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Guangdong Haid Group Co.Limited(002311) , Jinyu Bio-Technology Co.Ltd(600201) , Wuhan Keqian Biology Co.Ltd(688526)
[attention recommended] Wens Foodstuff Group Co.Ltd(300498) , Jiangxi Zhengbang Technology Co.Ltd(002157) , Yantai China Pet Foods Co.Ltd(002891) , Petpal Pet Nutrition Technology Co.Ltd(300673) , Guangdong Vtr Bio-Tech Co.Ltd(300381)
Risk tips: price fluctuation risk of livestock and poultry, impact of extreme weather, impact of animal diseases, etc.
