Progress of swine fever vaccine, orderly resumption of production, substantial increase in pork concept stocks

长沙桑拿按摩论坛社区

Progress of swine fever vaccine, orderly resumption of production, substantial increase in pork concept stocks
On March 31, with the collective growth of A shares, pork concept stocks rose intraday.At the end of the day, Tangren God, Zhenjing shares, New Hope, Aonong Biology, Tianbang shares had a daily limit of 5 stocks, Zhengbang Technology, Tiankang Biology, Dabeinong and other stocks rose more than 9%.Initial analysis showed that under the dual impact of the isolation of the African swine fever epidemic and the new crown epidemic, the current cycle of pigs may be significantly longer.With the progress of the African swine fever vaccine, and at the same time, it has increased the level of profitability. Animal protection, meat products and group breeding enterprises will usher in the possibility of development.Animal protection, the pig industry ushered in the development potential March 31, pork concept stocks in force.Eventually, 29 sauna concept stocks counted by Sauna and Yewang rose.According to Oriental Fortune Choice data, the overall growth of the pork sector reached 6.47%.Among them, Tangren God, Zhenjing shares, New Hope, Aonong Biology, Tianbang shares five stocks daily limit, Zhengbang Technology, Tiankang Biology, Dabeinong and other stocks rose more than 9%.On the news, on March 23, the Harbin Veterinary Research Institute of the Chinese Academy of Agricultural Sciences announced the progress of African swine fever vaccine research, indicating that the vaccine has entered the clinical trial stage.In the research report, Yang Tianming and Feng He of Huatai Securities Research Institute believe that the prospects for vaccine development and commercialization are promising, and through the breakthrough of vaccine progress, farmers ‘confidence in breeding will be repaired to a certain extent and improved to a greater extent.The level of profitability and the hog inventory are expected to stabilize and rebound, directly driving the performance of related companies.Tianfeng Securities analysts Wu Li, Wei Zhenya, Chen Xiao, Wang Cong and others pointed out in the research report that under the dual impact of the isolation of the non-plague epidemic and the new crown epidemic, the industry’s capacity recovery has been slow, and the current round of pig cycles may be significantly longer.Group farming enterprises with significant anti-epidemic advantages have taken advantage of the advantages to quickly expand against the trend, and the number of slaughter units is expected to continue to grow at a high rate, ushering in a period of development opportunities.In addition, from the perspective of the future competitive landscape, after each major epidemic outbreak, it will accelerate the concentration of pig breeding industry. It is expected that the market share of the top 10 domestic breeding leaders will reach 40-50% in the next 3-5 years.Before the end of the year, the general direction of hog production will remain unchanged. The impact of the new crown pneumonia on the resumption of the hog breeding industry. Zhu Zengyong, associate professor of the Beijing Institute of Animal Husbandry and Veterinary Medicine, Chinese Academy of Agricultural Sciences, told the sauna. Yewang said that although the previous epidemic prevention and control and the progress of resumption of work will affectThe speed of industry recovery, but overall, the general direction of returning to hog production levels by the end of 2020 will not change as a result.According to the Ministry of Agriculture and Rural Affairs, in February 2020, the number of capable sows increased by 1 month-on-month.7%, which has been increasing for the fifth consecutive month; the number of new piglets on a pig farm with more than 500 pigs per year has also increased for the first time since the monitoring in September last year, an increase of 3%.4%.With the gradual stabilization of epidemic prevention and control, the state continues to introduce incentive policies to support the active resumption of production in the pig industry.On March 15, at the press conference of the State Council’s joint prevention and control mechanism mechanism, Lin Li, Vice President of the Agricultural Development Bank of China, introduced that the Agricultural Development Bank has issued a total of 10 billion US dollars in pig loans since 2020, and the bank’s total pig loan balance is 20.5 billion US dollars., An increase of 5.7 billion yuan from the beginning of the year, an increase of 39%.In the future, the Agricultural Development Bank will continue to give full support to the pig enterprises that expand the list of key enterprises for epidemic prevention and control, and choose to support small and medium-sized breeding enterprises to resume production as soon as possible.On March 16, the National Development and Reform Commission and the Ministry of Agriculture and Rural Affairs jointly issued the “Implementation Opinions on Supporting the Development of Pig Production and Related Industries in Private Enterprises”, which proposed that the prevention and control of the new coronary pneumonia epidemic should be encouraged, and targeted measures should be encouraged to solveDifficulties and clogging points, to promote pig breeding and related enterprises to resume production as soon as possible.Under the joint promotion of favorable policies and industry demand, major pig breeding enterprises have been pushing for expansion plans since 3 months.Among them, New Hope Liuhe plans to invest 43.5.9 billion US dollars to build 10 pig breeding projects; Longda Meat intends to set up a subsidiary of Heilongjiang Longda Breeding for 100 million US dollars, and Heilongjiang Longda Breeding Investment established 3 pig breeding Sun companies; Jin Xinnong plans to raise funds through non-public offeringThe funding method is set to increase by 8.600 million to expand the scale of pig breeding.The average price of the merged enterprise and the related expansion of production will help seize the industry development opportunities, expand its own scale, and promote sustainable development.Sauna, Yewang Wang Siyang editor Zhu Fenglan proofreading Li Shihui