According to the national development and Reform Commission, the pig grain price ratio has entered the level-1 early warning range of excessive decline for five consecutive weeks. As of March 23, the exit price of pigs nationwide was 13.06 yuan / kg, down 1.28% from March 16; The price of corn in the main wholesale market was 2.88 yuan / kg, unchanged from March 16; The specific price of pig grain was 4.53, down 1.31% from March 16. The national development and Reform Commission will work with relevant departments to start the collection and storage of the third batch of central frozen pork reserves within the year, and guide all localities to speed up the collection and storage.
From January 2021 to now, pig prices have continued to fall for more than 13 months, and pig farmers have entered a large area of losses. At present, the decline of pig prices is expected to slow down with the boost of the central government and the collection and storage of frozen pork in many places. With the end of the collection and storage, the farmers' mentality of pressing the fence will be loosened one after another, and the pigs pressing the fence in the early stage will be released one after another. Some analysts believe that from the perspective of binary sow and piglet prices, the industry's willingness to make up the column is still relatively low, the uncertainty of the trend of capacity removal continues to strengthen, and the pig price is expected to reach the bottom as soon as April.
According to the theme database of financial Associated Press, among the relevant listed companies:
Tangrenshen Group Co.Ltd(002567) pig business grew steadily. From 2015 to 21, the number of pigs sold increased continuously, from 107200 to 1542300, and the company's long-term goal of selling 10 million pigs.
Leshan Giantstar Farming&Husbandry Corporation Limited(603477) an integrated breeding enterprise focusing on pigs. The company is expected to achieve counter cyclical expansion with its cost leadership and capital comparative advantage.
