In February, the prices of yellow and white broilers fluctuated month on month, and the industry profit turned into loss
According to the monitoring data of xinmu.com, the average sales price of slow, medium and fast yellow feather chicken in February was 9.4/7.6/6.9 yuan / kg respectively, up 11.4% / 7.1% / 1.9% month on month respectively. However, from the change trend within the month, the price of yellow feather chicken showed a downward trend after the year. According to Boya Hexun data, the average sales price of white feather broilers nationwide in February was 7.8 yuan / kg, down 2.4% month on month, and the average sales price also showed a downward trend in the month. In terms of industry profitability, affected by the upward feed price and the downward price of chicken after the year, the sales profit of white feather chicken fell month on month, and the breeding profit of white feather chicken turned into a loss.
White feather chicken: in February, the sales volume of yellow feather chicken parent generation chicken seedlings and commercial generation chicken seedlings of the sample enterprises were 4.959 million sets and 130 million feathers respectively, with month on month changes of - 6.8% and - 16.3% respectively. By the end of February, the total stock of yellow feather ancestral breeding chickens was 2.246 million sets, with a month on month ratio of - 2.7%; The total stock of parent generation breeding chickens was 23.713 million, with a month on month increase of + 0.1%.
Yellow feather chicken: in February, the sales of white feather chicken parents' generation chicken seedlings and commercial generation chicken seedlings of the sample enterprises were 4.144 million sets and 280 million feathers respectively, with month on month changes of - 14.1% and - 13.4% respectively. By the end of February, the price of parental chicken seedlings in sample enterprises was 26.7 yuan / set, down 13.0% month on month; The price of commercial substitute chicken seedlings was 1.1 yuan / piece, down 21.9% month on month.
Laying hens: according to the data of Boya Hexun, the price of laying hens at the end of February was 3.2 yuan / piece, and the wholesale price in front of the egg shed was 7.1 yuan / kg, with month on month changes of - 3.0% and - 11.2% respectively. According to the data of the national development and Reform Commission, at the end of February, the national average ex factory price of eggs was 7.3 yuan / kg, a month on month ratio of - 12.8%, and the profit of layer breeding was - 6.5 yuan / feather, a month on month ratio of - 129.3%.
In February, the sales volume of white feather broiler seedlings varied month on month, and the sales volume of laying hens seedlings decreased month on month
in Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) 2 month, the sales volume of chicken seedlings was 464689 million, with changes of + 42.05% and + 24.07% respectively in the same period and month on month; The average selling price of chicken seedlings was 1.69 yuan / feather, a decrease of 0.03 yuan / feather month on month In Shandong Minhe Animal Husbandry Co.Ltd(002234) 2 month, the sales volume of chicken seedlings was 189266 million, with the same and month on month changes of - 37.34% and - 20.62% respectively; The average selling price of chicken seedlings was 1.16 yuan / feather, up 0.02 yuan / feather month on month In Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) 2 months, the sales volume of chicken products was 142481 million, with a chain comparison of - 11.63%; The average sales price was 3.76 yuan / feather, up 0.41 yuan / feather month on month.
In February, the sales volume, average sales price and sales revenue of white feather chicken decreased month on month
in Shandong Xiantan Co.Ltd(002746) 2 month, the sales volume of chicken was 17600 tons, with a change of + 122.33% and - 42.67% over the same period and month on month respectively; The average sales price was 829545 yuan / ton, a month on month increase of -13.08%; The sales volume of chicken products was 0700 tons, with a month on month change of + 52.04% and - 26.43% respectively Fujian Sunner Development Co.Ltd(002299) 2 month, the sales volume of chicken was 59900 tons, with a change of + 31.65% and - 26.95% over the same period and month on month respectively; The average selling price of chicken was 1028381 yuan / ton, a month on month increase of - 4.06%; The sales volume of meat products was 18400 tons, with a month-on-month change of + 7.6% and - 18.58% respectively.
In February, the sales volume and income of yellow feather chicken decreased month on month, and the average price fluctuated month on month
in Wens Foodstuff Group Co.Ltd(300498) february, the sales volume of broilers was 56 million, with a month on month change of - 6.47% and - 37.67% respectively; The average sales price was - 65% and + 14.4% respectively In Jiangsu Lihua Animal Husbandry Co.Ltd(300761) 2 months, 209933 million broilers were sold, with the same and month on month changes of - 8.13% and - 39.60% respectively; The average sales price was 14.16 yuan / kg, with a month-on-month change of - 5.91% and - 2.07% respectively Hunan Xiangjia Animal Husbandry Company Limited(002982) 2 month, 2149800 live birds were sold, with a change of - 11.12% and - 44.39% over the same period and month on month respectively; The sales unit price was 23.43 yuan / kg, with changes of + 0.16% and + 7.78% respectively on the same and month on month basis.
Risk warning: uncertainty of poultry diseases; Consumption recovery is less than expected.
