In December, the prices of yellow and white broilers rose month on month, and the profitability of the industry increased month on month
According to the monitoring data of xinmu.com, the average sales prices of slow, medium and fast yellow feather chickens in December were 8.8/7.4/7.0 yuan / kg respectively, up 0.3% / 1.3% / 3.5% month on month respectively. According to Boya Hexun data, the average sales price of white feather broilers nationwide in December was 8.0 yuan / kg, up 4.3% month on month. Benefiting from the month on month rise in the average sales price, the profitability of the industry continued to improve.
White feather chicken: in December, the sales of parent generation chicken seedlings and commercial generation chicken seedlings of the sample enterprises were 4.91 million sets and 200 million feathers respectively, with month on month changes of – 0.9% and – 29.9% respectively. By the end of December, the price of parental chicken seedlings in sample enterprises was 34.4 yuan / set, down 11.0% month on month; The price of commercial substitute chicken seedlings was 1.1 yuan / piece, down 42.3% month on month.
Yellow feather chicken: in December, the sales of yellow feather chicken parents’ generation chicken seedlings and commercial generation chicken seedlings were 5.196 million sets and 130 million feathers respectively, with month on month changes of + 7.9% and + 6.2% respectively. By the end of December, the price of parent generation chicken seedlings in sample enterprises was 10.4 yuan / set, with a month on month ratio of – 1.3%; The price of commercial substitute chicken seedlings was 1.9 yuan / piece, a month on month increase of + 5.4%.
Laying hens: according to the data of Boya Hexun, the price of laying hens at the end of December was 3.5 yuan / piece, and the wholesale price in front of the egg shed was 8.7 yuan / kg, with a month on month change of + 6.1% and – 7.5% respectively. According to the data of the national development and Reform Commission, at the end of December, the national average ex factory price of eggs was 8.8 yuan / kg, a month on month ratio of – 7.4%, and the profit of layer breeding was 33.7 yuan / feather, a month on month ratio of – 35.4%.
In December, the average sales price of white feather broiler seedlings decreased month on month, and the average price of layer seedlings increased month on month
In December, the sales volume of Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) chicken seedlings was 38.6621 million, with changes of + 0.36% and – 22.84% over the same period and month on month respectively; Shandong Minhe Animal Husbandry Co.Ltd(002234) the sales volume of chicken seedlings was 12.6947 million, with a month-on-month change of – 46.54% and – 48.61% respectively. In terms of sales revenue and average price, the average sales price of chicken seedlings in December Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) was 1.91 yuan / feather, a month on month decrease of 0.26 yuan / feather, and the sales revenue was 74 million yuan, a month on month decrease of – 32.31%; Shandong Minhe Animal Husbandry Co.Ltd(002234) the average sales price of chicken seedlings was 1.58 yuan / feather, a month on month decrease of 0.12 yuan / feather, and the sales revenue was 20 million yuan, a month on month decrease of – 52.83%. Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) in December, the sales volume of chicken products was 16.6963 million, a month on month increase of + 9.61%; The sales revenue was 57 million yuan, a month on month increase of + 15.70%; The average sales price was 3.39 yuan / feather, a month on month increase of + 6.2%.
In December, the sales volume and income of chicken varied month on month, and the average sales price increased month on month
Shandong Xiantan Co.Ltd(002746) in December, the sales volume of chicken was 34600 tons, with a month-on-month change of + 32.41% and + 6.46% respectively; The average sales price was 8673.37 yuan / ton, a month on month increase of + 7.71%. Fujian Sunner Development Co.Ltd(002299) in December, the sales volume of chicken was 93300 tons, with a month-on-month change of + 5.16% and – 1.29% respectively; The average selling price of chicken was 10514.47 yuan / ton, a month on month increase of + 6.96%.
In December, the sales volume and income of yellow feather chicken varied month on month, and the average price increased month on month
Wens Foodstuff Group Co.Ltd(300498) in December, the sales volume of broilers was 96 million, with a month-on-month change of + 1.83% and – 7.22% respectively; The average sales price was 14.60 yuan / kg, with changes of + 11.20% and + 1.60% over the same period and month on month respectively. Jiangsu Lihua Animal Husbandry Co.Ltd(300761) 33.201 million broilers were sold in December, with changes of + 5.28% and + 7.23% respectively in the same period and month on month; The average sales price was 14.20 yuan / kg, with changes of + 9.74% and + 3.50% respectively on the same and month on month basis. Hunan Xiangjia Animal Husbandry Company Limited(002982) in December, 3.8434 million live birds were sold, with a month-on-month change of + 38.42% and + 2.54% respectively; The sales unit price was 12.68 yuan / kg, with a month on month change of + 9.39% and + 6.18% respectively.
Risk tip: the supply of poultry breeding industry chain has increased significantly, the price has fallen, and the enterprise has lost money; The uncertainty of poultry diseases makes the industry face systematic risks; The recovery of downstream consumption was less than expected.
