Consumer Staples Jul 25, 2021 10:31 PM (GMT+8) · EqualOcean
Galaxy Securities pointed out that on the basis of continuous tracking of pig and chicken prices, considering the seasonal changes during the year and the accelerated release of Q2 fat pigs, Q3 pig and chicken prices may usher in an upward market. At the same time, it is suggested to pay attention to muyuan Co., Ltd. in consideration of factors such as pig slaughter and cost control of pig enterprises; In addition, as the leader of yellow feather chicken breeding in East China, Lihua has the cost leading advantage and sustainable attention. In the post cycle field, based on the logic of gradual recovery of downstream pig production capacity and large-scale improvement, animal protection has gradually recovered after 19 years of industry trough, 21q1roe has reached a five-year high, vaccine enterprises will maintain high growth and high profitability in 21 years, and enterprises with product advantages are preferred. It is recommended to pay attention to Zhongmu shares and Keqian biology.
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