China Galaxy Securities research reports indicate that at the current point in time, hog prices are on an upward trend. We believe that the average annual price of hogs in 2024 will rise year-on-year, and H2 prices will be higher than H1 with high certainty. It is recommended to actively lay out the hog farming sector during short-term pullbacks, taking into account the continuous cost reduction of excellent hog breeding enterprises. This round of breeding profits is expected to exceed market expectations, focusing on Wens Foodstuff Group, Muyuan Foods, Tecon Biology Co., Ltd., and so on.
银河证券：建议在短期回调时积极布局生猪养殖板块
Galaxy Securities: It is recommended to actively layout the hog farming sector during short-term pullbacks.
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