Lates News

date
07/09/2025
CITIC Securities research report indicates that in the second half of 2025, pork prices may continue to fluctuate weakly. It is recommended to continue monitoring progress in capacity digestion under the new valuation paradigm, and to continue recommending top companies with strong innovation and dividend capabilities, as well as companies that can achieve incremental growth through mergers and acquisitions / innovation. In the later stages of the economic cycle, it is recommended to continue focusing on high-quality targets in the feed sector. In the seed industry, companies with a good trend in single products and continuously increasing market share are recommended. The demand for pet food remains stable, and it is recommended to continue focusing on the leading companies in the food sector. In other growth segments, the following are recommended: 1) leading companies in functional sugars; 2) leading companies in blueberries.