The new year is approaching, the supply and demand of the chicken sales market are booming, and many listed companies had good sales performance last December. However, affected by the Spring Festival holiday, some manufacturers took the initiative to stop hatching chicken seedlings, resulting in a cold chicken seedling sales market.
On January 9, Shandong Xiantan Co.Ltd(002746) (002746) announced that in December last year, the sales revenue of chicken products was 311 million yuan, and the sales volume was 35400 tons, with a year-on-year increase of 25.52% and 31.70% respectively, and a month on month change of 7.57% and 6.33% respectively.
Among them, the poultry breeding and processing industry realized a sales revenue of 300 million yuan and a sales volume of 34600 tons, with a year-on-year increase of 26.34% and 32.41% respectively, and the chain change range was 7.71% and 6.46%; In the food processing industry, the sales revenue of chicken products was 11.2264 million yuan and the sales volume was 0800 tons, with a year-on-year increase of more than 7%.
Shandong Xiantan Co.Ltd(002746) said that the year-on-year increase in the sales revenue and sales volume of chicken products in December 2021 was mainly due to the increase in the slaughter volume of commercial generation broilers in December 2021 compared with the same period last year. Therefore, the sales volume of chicken products increased and the sales revenue also increased.
Previously, Jiangsu Lihua Animal Husbandry Co.Ltd(300761) (300761) released the commercial chicken sales briefing in December last year, and the data were also very bright: 33.201 million commercial broilers were sold, the sales revenue was 987 million yuan, and the average sales price was 14.20 yuan / kg, with month on month changes of 7.23%, 11.40% and 3.50% respectively, and year-on-year changes of 5.28%, 19.93% and 9.74% respectively.
Jiangsu Lihua Animal Husbandry Co.Ltd(300761) also announced the sales of the whole year in 2021: 370 million broilers were sold in the whole year, the sales revenue was 9.573 billion yuan, and the average sales price was 12.88 yuan / kg, with year-on-year changes of 14.68%, 30.80% and 11.78% respectively.
At the end of the year, the supply and demand of broiler market were booming, resulting in the rise of relevant stocks. Shandong Xiantan Co.Ltd(002746) harvest four trading boards in the last four trading days of 2021.
However, in contrast, the chicken seedling sales market at the end of the year was relatively cold.
On January 9, Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) (002458) also released the production and sales data of last December: the sales volume of chicken seedlings was 38.6621 million, and the sales revenue was 73.7875 million yuan, with year-on-year changes of 0.36% and – 29.88% respectively, and month on month changes of – 22.84% and – 32.31% respectively.
Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) said that affected by the suspension of incubation, the company’s chicken seedling sales volume decreased month on month in December 2021, and the chicken seedling sales revenue decreased month on month.
Not long ago, the chicken seedling sales report released by Shandong Minhe Animal Husbandry Co.Ltd(002234) (002234) was not optimistic: 12.6947 million commercial substitute chicken seedlings were sold in December last year, a year-on-year decrease of 46.54% and a month-on-month decrease of 48.61%; The sales revenue was RMB 19.9691 million, a year-on-year decrease of 72.7% and a month on month decrease of 52.83%.
Shandong Minhe Animal Husbandry Co.Ltd(002234) said that the main reason for the decline in chicken seedling sales was that the incubation suspension period in 2021 was concentrated in December (incubation suspension: the annual routine operation that the incubator avoided production in advance to avoid the slaughter of hairy chickens during the Spring Festival holiday). The chicken seedling production decreased and the sales decreased.
(source: Securities Times)
