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Livestock and poultry industry chain sentiment picks up, breeding stocks rise broadly, presenting a good opportunity for positioning
At the end of July, prices across the livestock and poultry industry chain rose noticeably. Historical statistics show that whenever pig prices rise significantly and sustainedly, breeding stock prices climb another step higher. On the whole, the decline in the inventory of breeding sows is clear, while the domestic macroeconomic shift is turning favorable, with mid-term positive factors strengthening, and improvement in the 2015 hog supply-demand pattern along with a clear recovery in sentiment can be expected. At the same time, in terms of trend, the fact that a "pig price reversal" cannot be falsified before the 2015 Spring Festival also provides a safe time window for investment in the livestock and poultry chain; in terms of market cap space, some leading hog companies currently have room to rise, but the risk-reward ratio of poultry industry stocks and feed and vaccine stocks is higher. Therefore, the livestock and poultry industry chain is worth actively accumulating, and opportunities in the livestock and poultry chain will also spread to feed and veterinary drugs as well as other non-leading breeding stock targets.
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The claim that farmers have no successors is just mawkish sentimentality
"Ordinarily, you basically never see young people in the village." Chen Maosheng, a professional grain-growing farmer in Pingxiang City, Jiangxi Province, said with no small worry. He is already 55 years old, and he said that farming by middle-aged and elderly people has now become a common phenomenon. At least there are still people farming the land now, but in another ten
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Livestock and poultry farming sentiment on the rise, 2015 market outlook favorable
As of December 31, 2014, the CSI 300 Index rose 52% in 2014, while the agriculture, forestry, animal husbandry and fishery (Shenwan) tier-one industry index rose 16% cumulatively over the same period, far underperforming the broader market. This is related to the overall national macroeconomic environment in recent years, the weak nature of the agriculture, forestry, animal husbandry and fishery industry, relatively high agricultural product capacity and inventories, slow earnings growth of listed agricultural companies, the agricultural product price cycle and expected performance of national agricultural support policies.
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Hybrid rice seed industry sentiment rebounds, pace of superior variety renewal accelerates
In 2014, the domestic hybrid rice seed production area was 1.4 million mu, a decrease of about 230,000 mu from the previous year, down 14.11% year on year; the country's newly produced seed was about 230 million kg, with total output down 42 million kg from last year, a year-on-year decrease of 15.55%. In 2015, the total supply of hybrid rice seed was 355 million
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Corn reserve auction suppresses excessive price rises, market wait-and-see sentiment strengthens
Last week's reserve corn auction marked the official start of this year's reserve corn auctions. Although the auction regions were concentrated in the sales areas, this has already sent a signal to the market of increased supply. Considering that about 75 million tonnes of reserve corn remained domestically last year, and that this year's reserve corn purchases are steadily approaching 80 million tonnes, the supply of reserve corn is enormous.
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Soybean Meal Resumes Uptrend as Market Panic Subsides
Affected by the Greek sovereign debt crisis and the sharp decline in the Chinese stock market, Dalian soybean meal futures fell sharply last Wednesday and Thursday. However, as the risk of Greece exiting the eurozone decreased and the Chinese stock market stabilized and rebounded, the panic sentiment in the commodity market temporarily eased, and Dalian soybean meal futures resumed their uptrend.
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