Packaged Foods and Meats(IN40189.SH)

Affected by the fluctuations in the pig market prices, MUYUAN expects its net profit in 2025 to decrease by 14.93%–20.21% year-on-year

Muyuann Co., Ltd. expects a year-on-year decline in net profit in 2025, mainly due to a decrease of approximately 17.3% in the average selling price of live pigs compared to the previous year, which offsets the benefits brought by the decline in breeding costs. The company pointed out that fluctuations in live pig market prices are a systemic risk in the industry, and if pig prices drop significantly in the future, performance may still be under pressure

Muyuan Foods sees 2025 net profit down 12.2-17.8%

Muyuan Foods sees 2025 net profit down 12.2-17.8%

The phosphorus chemical sector fluctuated and rose, with KMCJNC up over 10%. TONZE, YUEGUI, LuHua Technology, YTH, Xingfa Chem, and Chanhen also followed suit

The three major A-share indices opened mixed, with media stocks rising

36Kr learned that the three major A-share indices opened mixed, with the Shanghai Composite Index up 0.35%, the Shenzhen Component Index up 0.47%, and the ChiNext Index down 0.13%; the cultural media, precious metals, and aerospace military industry sectors led the gains, with Leo hitting the daily limit, Shengda Resources and Guobo Electronics rising over 8%, and COL rising over 6%; the soft drinks, energy, and real estate sectors weakened, with YANGYUAN, Uni-President Enterprises, and Greenland Holdings falling over 1%

Morning Trend | Anjoy Food (2648.HK) Hits New Highs, Defensive Funds Dominate the Market

Anjoy Food (2648.HK) yesterday once again refreshed its phase high during intraday trading. Recently, the consumer sector remains hot, with risk-averse funds continuously flowing into defensive assets such as food and beverages. In the fourth quarter of 2023, rising food prices have driven mainstream buying to continue to gather, with significant increases in daily trading volume, reinforcing a bullish atmosphere as the stock price approaches technical resistance zones. Technical indicators show clear signs of short-term overbought conditions, and market sentiment continues to heat up. Positive fundamental news includes increased holdings of leading stocks by funds at the beginning of the year, a growth in New Year orders, and a resonance of stocking demand before the Spring Festival, which strengthens optimistic expectations for Anjoy Food's main business. The company's defensive attributes combined with an upward industry trend drive the stock price to maintain strong performance. On the risk side, the current price is constrained by high-level capital games; if adverse factors arise suddenly or market sentiment reverses, the pressure from high-level capital fleeing will be sharply released, and short-term pullback risks cannot be ignored. It is also necessary to pay attention to the rotation phenomenon in the consumer sector, as changes in the direction of capital dominance can bring volatility to individual stocks. In summary, it is advisable to consider short-term technical pullback buying opportunities, but caution is needed for chasing prices at high levels, and vigilance against short-term retracements is warranted