The national average pig grain price entered the three-level early warning range of excessive decline, and individual stocks in the pig industry rose more and fell less.
several trading stocks issued a reduction notice
After the stock price rises rapidly, some shareholders often choose to reduce their holdings and cash out. During the day, the trading limit is raised, and the announcement of reduction of holdings is issued at night from time to time.
On January 17, three “20cm” trading stocks on the same day issued a shareholder reduction announcement, including Shenzhen Emperor Technology Company Limited(300546) , Synthesis Electronic Technology Co.Ltd(300479) , Jiangxi Tianli Technology Inc(300399) . Coincidentally, these three stocks are technology stocks in the computer field, which are closely related to the recent concept of “digital economy”, and are listed on the gem. Statistics show that the three listed companies have a total of 60100 shareholders.
Specifically, Shenzhen Emperor Technology Company Limited(300546) announced that Gao Jing, the controlling shareholder and the actual controller of the company, plans to reduce no more than 2.7163 million shares, accounting for 2.00% of the total share capital of the company. Gaojing holds 51022500 Shenzhen Emperor Technology Company Limited(300546) shares, accounting for 37.57% of the total share capital of the company. For the reasons for this reduction, Shenzhen Emperor Technology Company Limited(300546) indicates that the actual controller needs funds. According to the trading market, Shenzhen Emperor Technology Company Limited(300546) closed on January 17. The company increased by 74.74% in the 15 trading days from December 27, 2021 to January 17, 2022.
Synthesis Electronic Technology Co.Ltd(300479) announced that Shandong Shensi Technology Investment Co., Ltd., the controlling shareholder of the company, plans to reduce its shares by no more than 5.91 million shares, no more than 3% of the total share capital of the company. Since new year’s day, Synthesis Electronic Technology Co.Ltd(300479) has accumulated four 20cm trading limits, with an increase of 90% after the year.
Jiangxi Tianli Technology Inc(300399) it is announced that the shareholders of the company, Tianjin Zhihui and Qian Yongmei, and the director and general manager of the company, Kuang Qing, plan to reduce the total shares of the company by no more than 4.12%.
According to the statistics of securities times · databao, excluding the three trading stocks announced last night, a total of five stocks have disclosed the announcement of shareholders’ pre reduction on the day of trading or the next day, including Yueyang Xingchang Petro-Chemical Co.Ltd(000819) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Jc Finance & Tax Interconnect Holdings Ltd(002530) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , of which Yueyang Xingchang Petro-Chemical Co.Ltd(000819) share price has fallen sharply, and the share price has fallen 31.93% since January 6.
pig grain price entered the three-level early warning range of excessive decline
According to the monitoring of the national development and Reform Commission, from January 10 to 14, the national average pig grain price was 5.75 ∶ 1 , which entered the three-level early warning range of excessive decline set in the plan for improving the regulation mechanism of government pork reserves and ensuring the supply and price stability of pork market. At present, the pig production capacity is generally in a reasonable range. It is recommended that farms (households) scientifically arrange production and operation decisions to maintain the pig production capacity at a reasonable level.
The pig grain price ratio adopts the ratio of the weekly pig exit price monitored and counted by the national development and Reform Commission to the average wholesale price of second-class corn in the main wholesale markets in China. According to the production cost data in recent years, the pig grain price ratio corresponding to the profit and loss balance point of pig production is about 7:1. Data treasure statistics show that since late May last year, the specific price of pig grain has been lower than 7:1. At present, the vast majority of farms (households) are in a state of loss.
At present, the continuous low price of pigs has in turn affected the production capacity of pigs. At the end of the third quarter of last year, there were 437.64 million pigs on hand, a slight decrease of 0.3% over the end of the second quarter, including 44.59 million breeding sows, a decrease of 2.3% over the end of the second quarter. The breeding sows on hand have continued to decline since July last year, and the production capacity is expected to accelerate the liquidation.
According to China’s economic data for 2021 released by the National Bureau of Statistics yesterday, among the food, tobacco and wine prices, pork prices have become the only category with a sharp decline. Last year, the price fell by 30.3%, and the prices of grain and fresh vegetables have increased. Meanwhile, in 2021, the National Pork output was 52.96 million tons, an increase of 28.8%.
After entering 2022, the price of pork is still not rising near the peak season of the Spring Festival. On January 17, the average price of pork in the national Shenzhen Agricultural Products Group Co.Ltd(000061) wholesale market was 21.82 yuan / kg, down 2.0% from last Friday and 54.2% from the same period last year. After a rebound in October last year, pig futures entered the downward channel in November. After new year’s day, the futures price hit 13400 yuan / ton, approaching the low of 13365 yuan / ton set last year.
Dongxing Securities Corporation Limited(601198) believes that the marketing of pigs has entered the final sprint stage before the Spring Festival, the supply of pigs has increased, and due to the impact of the recent epidemic, there is panic in some areas, and the price of pigs has been trampled. From the perspective of cycle dimension, the downward trend of price starts in advance, will continue to bottom after the Spring Festival, and a new round of capacity deregulation is expected to start.
pig industry concept stocks rose more and fell less
Data treasure statistics show that there are 25 pig industry stocks in a shares. Since this year, pig industry stocks have increased more or decreased less. Six stocks have increased by more than 10%, and Shandong Delisi Food Co.Ltd(002330) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) has the highest increase, 48.4%, 24.09% and 15.35% respectively.
Nine of the pig industry’s individual stocks have been increased by going north this year. From the perspective of shareholding growth, Jiangxi Zhengbang Technology Co.Ltd(002157) , Muyuan Foods Co.Ltd(002714) , Hunan New Wellful Co.Ltd(600975) net purchases have exceeded 10 million shares, of which Jiangxi Zhengbang Technology Co.Ltd(002157) has been increased by going north for four consecutive weeks.
Despite the rapid decline in pork prices in the past six months, the concept stocks of pig industry still receive continuous attention from institutions. Statistics show that nearly half of the pig industry concept stocks have been rated “buy” or “overweight” by more than five institutions, with the largest number of Muyuan Foods Co.Ltd(002714) , Henan Shuanghui Investment & Development Co.Ltd(000895) , Wens Foodstuff Group Co.Ltd(300498) , 21, 15 and 15 respectively.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
