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Consumer Staples Jan 23, 2022 09:59 AM (GMT+8) · EqualOcean
Guotai Junan Securities pointed out that the acceleration of capacity deregulation will be carried out after the Spring Festival, reiterated the views and judgments of "the second wave has been opened", "the first quarter is the gold allocation period" and "the first half of the year is better than the second half of the year", maintained the previous judgment on the plate reversal, and the expected improvement of the pig cycle reversal will continue to accelerate. Continue to recommend beta opportunities in pig breeding sector, recommend targets: muyuan shares, Wenshi shares, Zhengbang technology, tianbang shares, new hope, etc., and benefit from aonong biology, etc.

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