According to Tianfeng Securities' research report, the current cycle of supply shortage has been accelerating recently and the current rise in pig prices has not yet ended. The highly prosperous cycle is likely to exceed expectations in terms of its sustainability. Pay attention to differences in expectations and emphasize the prosperity of this round of pig cycles. From a stock selection perspective, it is currently recommended to prioritize capital, cost leadership, high increase in output, and relatively safe valuation. Wens Foodstuff Group and Muyuan Foods are highly recommended for large pigs, followed by New Hope Liuhe. For small pigs, it is recommended to focus on Zhejiang Huatong Meat Products and Shennong Group.
天风证券：重视预期差 再次强调重视此轮猪周期景气度
Tianfeng Securities: Valuing expectation gaps and re-emphasizing the importance of the current pig cycle prosperity.
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