Pig breeding: the average selling price of three yuan pigs abroad on Friday was 16.18 yuan / kg, up 2.66% from last Friday. On Friday, the average price of Sanyuan piglets outside 15kg nationwide was 26.93 yuan / kg, down 0.44% from last Friday. We predict that in early January, pig prices will still be weak and volatile, and there may be a short-term opportunity for pig prices to rise around mid January. On January 1, 2022, Muyuan Foods Co.Ltd(002714) and Henan Shuanghui Investment & Development Co.Ltd(000895) signed a strategic cooperation agreement. The strategic cooperation between the two sides mainly involves pig procurement. The original procurement method through “dealers” is gradually transformed into “point-to-point” direct sales, which is conducive to both sides to use their own advantages to open up the industrial chain and achieve mutual benefit and win-win results. In the cycle dimension, it is recommended to continue to pay attention to the changes of industrial production capacity. In the enterprise dimension, it is recommended to focus on the phased results of enterprise cost reduction and efficiency increase. It is recommended to focus on the breeding head enterprises with obvious advantages in cost control, and then focus on the second-line and small American Standard enterprises with great expected improvement and growth certainty.
Planting and seed industry: the central rural work conference was held in Beijing. The conference stressed the need to pay full attention to grain production and important Shenzhen Agricultural Products Group Co.Ltd(000061) supply, stabilize grain area and vigorously expand soybean and oil production. Strengthen the mayor responsibility system of “vegetable basket”, stabilize pig production and ensure the effective supply of livestock, poultry, aquatic products and vegetables. We believe that since the end of 2020, with food security and seed industry revitalization gradually becoming the focus of China’s agricultural policies, a series of seed industry related policies have been issued one after another, China’s seed industry has entered a new stage, and the development environment of leading seed enterprises has been greatly improved. In the policy intensive period at the end of the year and the beginning of the year, food security and seed industry issues are expected to continue to receive policy attention. It is suggested to pay attention to enterprises with core R & D and innovation capabilities 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: Fishery 6.67%, livestock and poultry breeding 1.12%, Shenzhen Agricultural Products Group Co.Ltd(000061) processing 0.93%, animal health 0.29%, feed – 1.71% and planting – 4.30%. Among the companies in agriculture, forestry, animal husbandry and fishery industry this week, the top five companies are Pu Shandong Xiantan Co.Ltd(002746) 50.50%, Shandong Oriental Ocean Sci-Tech Co.Ltd(002086) 27.80%, Shandong Bailong Chuangyuan Bio-Tech Co.Ltd(605016) 11.57%, Shanghai Hile Bio-Technology Co.Ltd(603718) 8.82%, Lontrue Co.Ltd(300175) 8.71%; The top five companies are: Xinjiang Sayram Modern Agriculture Co.Ltd(600540) – 6.97%, Wanxiang Doneed Co.Ltd(600371) – 7.77%, Shandong Denghai Seeds Co.Ltd(002041) – 8.61%, Winall Hi-Tech Seed Co.Ltd(300087) – 9.58%, Henan Huaying Agricultural Development Co.Ltd(002321) – 9.68%.
Key tracking:
1. Announcement of Beijing Dabeinong Technology Group Co.Ltd(002385) announcement that the products of the holding subsidiary obtained the safety certificate of agricultural genetically modified organisms again: on December 28, Beijing Dabeinong Technology Group Co.Ltd(002385) announced that the corn characteristic product dbn3601t of the company’s holding subsidiary Beijing Beijing Dabeinong Technology Group Co.Ltd(002385) Biotechnology Co., Ltd. was approved by the Ministry of agriculture and rural areas to issue the safety certificate of agricultural genetically modified organisms. The corn character product dbn3601t to be approved this time is an upgraded character new product of the company’s original dbn9936 and dbn9501, which can provide customers with the choice of multiple characters.
Key recommendations:
[key recommendations] Wens Foodstuff Group Co.Ltd(300498) , 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)
[attention recommended] Jiangxi Zhengbang Technology Co.Ltd(002157) , Yantai China Pet Foods Co.Ltd(002891) , Petpal Pet Nutrition Technology Co.Ltd(300673) , Wuhan Keqian Biology Co.Ltd(688526)
Risk tips: price fluctuation risk of livestock and poultry, impact of extreme weather, impact of animal diseases, etc.
