At present, according to the characteristics and perspectives of research paradigm, there are two main analysis methods of stock investment: basic analysis and technical analysis. These two analytical methods depend on different theoretical bases, assumptions and paradigm characteristics. Here, Bian Xiao will share with you whether pork stocks will rise, so that everyone can learn.
Will pork stocks go up again?
At present, the research report of Guohai Securities believes that: from the previous pig cycle! Before the arrival of the main rising wave of pig prices, the market of the pig sector did not complete the cycle, and the adjusted pig stocks ushered in a good opportunity for allocation. Since the second half of last year, the main logic of the live pig sector has been the valuation repair under the background of de-capacity, which belongs to the first stage of the production logic before the pig price rises. Judging from the stock price reflection, the short-term pig price rise weakens this logic, but the short-term pig price rise and fall is more difficult than the long-term price forecast, so exceeding or falling below expectations has a greater impact on the short-term stock price.
If the cycle is prolonged, the main rising wave of the pig plate is usually accompanied by the main rising wave of the pig price. Judging from the previous pig cycle, before the arrival of the main rising wave of pig prices, the market of pig plate has not finished. Although some pig enterprises have increased greatly since last year, most of them are companies with strong growth, and leading pig enterprises (such as Mu Yuan) have increased slightly. Compared with the upward phase of the pig cycle in 2023, the valuation of these growing pig enterprises has been greatly reduced, and it has become very attractive after short-term selling.
With the stabilization of the pig industry, in 2023, the average market value of pigs was more than 3,000 yuan in Wen's and Mu Yuan's; in 2000-3,000 yuan, there were superstars, Tiankang and Tianbang; in 2000, there were Aonong, New Hope,. After the panic, there may be a wave of valuation repair opportunities in this sector.
What is the reason for the rise of pork stocks again?
On the last closing day of June 5438+ 10, the overall market was stable in the middle, and there was not much change compared with the same period. The market of other commodities suddenly rose rapidly, especially the vegetable market, with an increase of 28.2%, which directly boosted various vegetable stocks.
In addition, the pork sector has an upward trend, and it is expected to increase by 20% to 30% in June 5438+065438+1October. Now the unit price of pork in the meat market in various regions is also rising again. Many citizens say that the price of pork is rising. Will it return to 2020 and will the price of pork fall before the Chinese New Year?
According to the current pork price, the price will rise again in the next two to three months, but this price is still acceptable to many citizens. This is undoubtedly a good welfare for all businesses, at least to make up for the previous losses.
The price of pork has fallen, will the number of live pigs rise?
Because the production capacity of pork has been restored, the supply of pork can start to keep up, and now the price of pork can be said to have dropped significantly compared with the original 20 18. That is the pig-raising enterprise where pork exploded. The stocks of pigs that were once in the doldrums have basically fallen to the bottom, so the question is, can you buy all the stocks of pigs now? Let's discuss it today.
Xi Cai Jun thinks it is possible to buy stocks in the field of live pigs, because the price of pork is now drawing to a close, and if it falls again, farmers will lose money. At this time, the country also began to buy reserve pork, with the aim of stabilizing pork prices and making farmers and pig-raising enterprises try not to lose money, so I think pork prices have reached the bottom of the policy.
Moreover, there have been many disasters in China recently, especially floods and typhoons in Henan and Zhejiang, which have had a serious impact on aquaculture. According to relevant media reports, more than 200,000 pigs died in this disaster, and there were many soaked pigs. Although these soaked pigs are not dead, they are almost in a state of scrapping.
Therefore, the next pork market, personally, will start to pick up, and the stocks of pig-raising enterprises can also start to be laid out.