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securities times reporter chen yukang

the collective roadshow of the pig industry was held on september 26. three listed companies, xinwufeng, superstar agriculture and animal husbandry, and shennong group, participated. the reporter noticed that after experiencing the "super long pig cycle", the pig industry has ushered in an upward turning point. in the first half of 2024, the production capacity of the breeding industry was significantly reduced, the pressure of temporary overcapacity continued to be released, and the pig market price fluctuated and rebounded. against this background, listed companies in the pig industry continued to reduce costs and increase efficiency, and production and operation were generally good.

listed pig companies focus on reducing costs and increasing efficiency

as the supply and demand relationship in the pig market tends to be balanced, pig prices have risen and the operating performance of many shanghai-listed pig companies has improved.

shennong group sold 1.0924 million pigs in the first half of the year, up 62.83% from the same period last year; the average price of commercial pigs was 14.70 yuan/kg, up 5.60% year-on-year. the company achieved operating income of 2.494 billion yuan, up 46.04% year-on-year; and realized a net profit of 124 million yuan attributable to the parent company, up 146.98% year-on-year.

new wufeng's pig output in the first half of the year reached 1.9713 million heads, a growth rate of 53.60%. wan qijian, chairman of new wufeng, said: "the pig market price began to pick up in the second quarter, and the pig output increased year-on-year. the company's pig breeding business achieved profitability in the second quarter."

juxing agriculture and animal husbandry focuses on reducing costs and increasing efficiency, continuously improving breeding efficiency and reducing breeding costs, and maintaining cost control at a leading level. duan lifeng, chairman of juxing agriculture and animal husbandry, said that the company strictly implements biosafety prevention and control measures, strengthens genetic genes and pig health management, and optimizes breeding process management. the main production indicators of pig farming such as "psy and feed-to-meat ratio" continue to improve and improve. in the second quarter of 2024, psy reached more than 29 and the feed-to-meat ratio dropped to less than 2.6, which had a significant effect on the continued decline in the cost of pig farming business. in june and july 2024, the company's commercial pig breeding costs were 6.44 yuan/jin and 6.35 yuan/jin respectively, and the full cost of commercial pigs was less than 7 yuan/jin.

integrate high-quality production capacity resources

it is reported that my country's pig farming industry has the characteristics of large market space, low degree of scale, and low proportion of high-quality production capacity. eliminating backward production capacity and high-quality development are the mainstream trends in the future development of the pig farming industry.

superstar agriculture and animal husbandry stated that the company will continue to strengthen its light asset expansion approach, guided by the layout of production capacity and investment in value areas, expand production capacity through leasing, acquisition, new construction and renovation and expansion of pig farms, integrate high-quality production capacity resources and improve capacity utilization, and specifically promote the delivery of farms and the introduction of new breeds to achieve sustained growth in the company's scale and high-quality development.

shennong group focuses on the construction and development of the entire pig industry chain, forming a complete pig industry chain integrating feed processing and sales, pig breeding and sales, pig slaughtering, fresh pork and deep-processed food sales, and has competitive advantages in cost control, biosafety and food safety, risk resistance and business expansion. the company said that it will further develop the industrialized breeding model, replicate the industrialized breeding experience of existing pig farms, and develop and improve the pig industry chain by increasing the number of breeding farms and fattening farms, increasing the sow inventory, and the annual output of piglets and fattening pigs.

in the first half of the year, xinwufeng's pig production capacity expanded in an orderly manner, delivering one sow farm, adding 4,800 sows to the stock, and one fattening pig farm, adding 95,200 fattening pigs per year. while paying close attention to the quality of the newly delivered pig farms, the company promptly cleared out backward and old production capacity to ensure high-quality development. it is reported that the company's pig industry supporting facilities are becoming more and more complete. for example, the company's feed self-sufficiency capacity has been significantly enhanced, with a total of 8 feed factories and a feed production capacity of nearly 1.2 million tons.

vigorously improve the level of intelligent breeding

the reporter learned from the roadshow that my country's pig farming industry is still in the transition period from traditional farming mode to modern and large-scale farming system, and there is still a large gap between the industry concentration and farming efficiency and the international benchmark. the construction of modern biological epidemic prevention system, the level of intelligent farming, and core farming technology have been increasingly valued by pig farming market participants, and the industry is accelerating its upgrading.

shennong group has increased its r&d efforts in multiple links. in feed processing, the company adheres to the principle of high quality and high price and the concept of green production, focusing on balanced nutrition of feed formula, and has gained a good market reputation: it has fully launched the "shennong core" product and developed the latest results of pig intestinal health solutions. in pig slaughtering, the company has introduced internationally advanced production equipment from germany and south korea, which has improved production efficiency while achieving full traceability of food safety.

wan qijian, chairman of new wufeng, said that the pig industry is no longer what it used to be. from breeding to pig raising to slaughtering, the value of scientific and technological innovation is getting higher and higher. the company has successively built smart breeding demonstration project pilots in pig farms such as shaoshan changfeng and miluo fengcang, using new technologies such as 5g, ai, and cloud computing to hone five application scenarios of biosafety, intelligent environmental control, precision feeding, precise measurement, and remote pig selling, increasing per capita breeding efficiency by 5-10 times and achieving a new leap from traditional breeding to technological innovation breeding.

"the threshold for pig farming has been greatly increased, and the industry will accelerate its transformation to a technology-intensive, capital-intensive, and knowledge-intensive industry." a relevant person in charge of juxing agriculture and animal husbandry said that the modern pig farming industry has gradually extended from traditional fattening to gene screening, breeding of breeding pigs, animal disease prevention and control, scientific feed ratios and other systematic projects across multiple systems and disciplines. with juxing research institute as the core, we will build a breeding technology research base, strive to put advanced breeding, nutritional feeding, health management, and artificial intelligence advanced technologies into practice, and embark on an independent and controllable development path of "introduction-selection-breeding-breeding" in genetic breeding.