The broiler chicken breeding industry is thriving with four stocks receiving net inflows of funding.
Since May, due to the scarcity of high-quality chick breeds and the continuous improvement in poultry meat consumption, the white feather chicken farming industry has maintained a high level of prosperity, with both upstream chick breeds and downstream chicken meat products experiencing simultaneous growth. According to data from Steel Union, from after the Spring Festival until now, the price of broiler chickens has mostly remained between 3.5 yuan to 3.7 yuan per half kilogram. During most periods, the profit margin for processed broiler chickens has remained stable at between 1.3 yuan to 1.7 yuan per half kilogram. Since the second quarter, financing funds have increased their holdings in several meat chicken farming stocks. According to Securities Times Data, as of May 22, Yisheng Shareholding, Lihua Shareholding, Sheng Nong Development, and Minhe Shareholding have all received net purchases of financing funds, with amounts being 53.91 million yuan, 16.24 million yuan, 10.54 million yuan, and 5.64 million yuan respectively. In terms of performance, Sheng Nong Development and Xiantan Shareholding saw a significant increase in net profit in the first quarter, with growth rates of 71.41% and 38.02% respectively; Yisheng Shareholding and Yike Food achieved a turnaround from losses to profits year-on-year.
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