In March, the price changes of yellow and white feather chickens were differentiated, and the production capacity of yellow feather chickens was slowly removed
In March, the price of yellow feather chicken decreased month on month, and the price of white feather chicken increased month on month. According to the monitoring data of xinmu.com, the average sales price of slow, medium and fast yellow feather chickens in China in March was 8.4/6.9/6.6 yuan / kg respectively, with a month-on-month increase of – 8.9% / – 7.7% / – 6.9% respectively. After the year, the price of yellow feather chickens showed a downward trend. According to Boya Hexun data, the average sales price of white feather broilers nationwide in March was 7.9 yuan / kg, a month on month increase of + 1.4%. White feather chicken: in March, the sales of parent generation chicken seedlings and commercial generation chicken seedlings of the sample enterprises were 4.4863 million sets and 336 million feathers respectively, with a change of + 8.8% and + 19.8%. At the end of March, the price of parental chicken seedlings in sample enterprises was 19.73 yuan / set, with a month on month ratio of – 15.3%; The price of commercial substitute chicken seedlings was 1.56 yuan / piece, a month on month increase of + 54.5%. The total stock of white feather ancestral breeding chickens in the industry was 1.711 million sets, with a month on month ratio of – 3.7%; The total stock of parent generation breeding chickens was 31.198 million units, a month on month increase of – 0.3%. Yellow feather chicken: in March, the sales volume of yellow feather chicken parent generation chicken seedlings and commercial generation chicken seedlings were 5.4286 million sets and 146 million feathers respectively, with a month on month change of + 8.0% and + 10.4% respectively. In March, the stock of yellow feather ancestral chicken increased month on month, and the stock of parent broiler breeders decreased month on month. By the end of March, the total stock of yellow feather ancestral breeding chickens was 2.4837 million units, with a month on month increase of + 1.6%; The total stock of parent generation breeding chickens was 233907 million, with a month on month ratio of – 1.5%. Laying hens: according to the data of Boya Hexun, the price of laying hens at the end of March was 3.3 yuan / piece, and the wholesale price in front of the egg shed was 8.6 yuan / kg, with month on month changes of – 2.9% and + 13.2% respectively.
In March, the sales volume of white feather broiler seedlings varied month on month, and the sales volume of laying hens seedlings decreased month on month
Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) in March, the sales volume of chicken seedlings was 55.226 million, with a month on month change of + 18.85%; The average selling price of chicken seedlings was 1.18 yuan / feather, with a month on month decrease of 0.51 yuan / feather Shandong Minhe Animal Husbandry Co.Ltd(002234) in March, the sales volume of chicken seedlings was 1997.5 million, with a month on month change of + 4.48%. The average sales price was 1.01 yuan / feather, with a month on month decrease of 0.15 yuan / feather Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) in March, the sales volume of chicken products was 165717 million feathers, a month on month increase of + 16.31%; The average sales price was 3.47 yuan / feather, down 0.29 yuan / feather month on month.
In March, the sales volume, average sales price and sales revenue of white feather chicken decreased month on month
Shandong Xiantan Co.Ltd(002746) March chicken sales volume was 39000 tons, with changes of + 70.35% and + 121.85% over the same period and month on month respectively. In March, the sales revenue of chicken was 332 million yuan, with changes of + 60.14% and + 128.29% respectively on the same and month on month basis; The average sales price was 851282 yuan / ton, a month on month increase of + 2.62% Fujian Sunner Development Co.Ltd(002299) in March, the sales volume of chicken was 99400 tons, with a year-on-year change of + 13.88%, the average sales price was 1008048 yuan / ton, with a month on month change of – 1.98%, and the sales volume of meat products was 18300 tons, with a month on month change of – 0.53%.
In March, the sales volume and income of yellow feather chicken decreased month on month, and the average price fluctuated month on month
Wens Foodstuff Group Co.Ltd(300498) in March, the sales volume of broilers was 80 million, with a change of – 1.11% and + 42.68% respectively in the same period and month on month; The average sales price was 13.44 yuan / kg, with a month on month change of – 6.01% and – 8.13% respectively In Jiangsu Lihua Animal Husbandry Co.Ltd(300761) March, 298485 million broilers were sold, with changes of + 6.13% and + 36.57% over the same period and month on month respectively; The average sales price was 12.81 yuan / kg, with a month on month change of – 8.50% and – 9.53% respectively Hunan Xiangjia Animal Husbandry Company Limited(002982) March saw the sales of 2.7333 million live birds, with a month-on-month change of – 11.58% and + 27.14% respectively; The sales unit price was 11.64 yuan / kg, with a month on month change of – 2.74% and – 4.81% respectively.
Risk warning: uncertainty of poultry diseases; Consumption recovery is less than expected.
