Understanding the Market | Livestock Stocks Rise Collectively, Short-term Factors Do Not Affect the Resonance of the Meat and Dairy Long Cycle, Dairy and Meat Linked Model Enterprises Show Outstanding Profitability

Livestock stocks rose collectively, with YOURAN DAIRY up 6.71% and CH MODERN D up 4.2%. CITIC Securities pointed out that the short-term slowdown in the reduction of dairy cow inventory is affecting stock prices, but the cyclical logic remains unchanged, and the resonance between meat and milk is still present. It is expected that raw milk prices will bottom out and rebound, and beef prices may reach a turning point. It is recommended to pay attention to companies such as YOURAN DAIRY and China Shengmu