Packaged Foods and Meats

MUYUAN

MyHome 2025 Shareholder Meeting: Cost Drops to 11.6 RMB/kg, 10 Billion AI Model Investment

Mutian Stockholders' Meeting Approves Multiple Important Resolutions

Muyuan Shares' Wholly-Owned Guangdong Hengqin Muyuan Modern Agro-Sci-Tech Co., Ltd. Established

Muyuan Food Revenue for Finished Pigs Dropped 32.49% to 8.5 Billion Yuan in April 2026

Muyuan Foodstuff Sees Significant Increase in Slaughtering Volume in Q1 2026, Projects Growth and Profitability for Full Year

MUYUAN released FY2026 Q1 earnings on April 21 After-Market (BJT), actual revenue CNY 29.89 B (forecast CNY 27.34 B), actual EPS CNY -0.213 (forecast CNY 0.5565)

Muyuan Foods issues RMB 1 billion third tranche of ultra-short-term financing notes

Morin Agro responds to speculation about reducing output and announces 2026 sales plan

Muyuan Foods Reduces Breeding Sows

Goldman Sachs Cuts Target Price on Muyuan Foods but Maintains Buy Rating

MUYUAN to release FY2026 Q1 earnings on April 21 After-Market (BJT), forecast revenue CNY 27.34 B, EPS CNY 0.5565

Positive Environmental Transformation in Hog Farming Industry

Muyuan Shares Anticipates Pig Breeding Cost of 11.6 RMB/kg in March 2026

Muyuan Foods Sales of Commercial Pigs in March Experienced a Price Drop While Revenue Increased, but Scale Decreased

Hog Futures Reach New Low, Industry Enters Cyclical Bottom Phase

Muyuan Foods Announced 2025 Annual Report and Proposed Cash Dividend

Muyuan Food Announces 2025 Financial Data and Dividend Distribution Plan

MUYUAN released FY2025 earnings on March 27 After-Market (BJT), actual revenue CNY 144.14 B (forecast CNY 142.04 B), actual EPS CNY 2.8401 (forecast CNY 2.801)

MUYUAN released FY2025 Q4 earnings on March 27 After-Market (BJT), actual revenue CNY 32.35 B (forecast CNY 31.86 B), actual EPS CNY 0.1262 (forecast CNY 0.3267)

CICC Rates Muyuan Food 'Outperform' with Price Target

WHGLY

002714

000895

159867

516670

159865

Barchart Option

WH Group

Smithfield Foods

Tyson Foods

Hormel Foods

SHUANGHUI

Penghua CSI Animal Husbandry ETF

China Merchants CSI Animal Husbandry ETF

Guotai CSI Animal Husbandry ETF

Hogs Falling Back on Thursday

02714

Muyuan Foods Co., Ltd. held its 2025 AGM on May 13, 2026, in Nanyang, Henan Province, with substantial shareholder participation of 63% of eligible shares. The meeting confirmed compliance with PRC company law, and the board's work report was overwhelmingly approved, indicating strong shareholder support. The company operates in the livestock and pork production industry, listed in both A and H share markets. The latest analyst rating for its stock (HK:2714) is a Buy, with a price target of HK$68.00.

Tip Ranks

Muyuan Foods Secures Strong Shareholder Backing at 2025 AGM

300498

The pig farming sector faces accelerating capacity reduction. Leading firms Muyuan and Wens reported net losses of 1.215 billion yuan and 1.07 billion yuan respectively in their Q1 2026 financial reports, both swinging from profit to loss. With pig prices remaining persistently weak and falling below 10 yuan per kilogram in April, the industry is speeding up capacity reduction under deep loss pressure while shifting focus to refined quality improvements. Leading companies are pursuing differentiated breakthroughs based on their unique strengths

Wallstreetcn

WENS

Pig Farming Sector Accelerates Capacity Reduction; Leading Firms Shift from 'Enduring the Cycle' to 'Strengthening Internal Capabilities'

Muyuan Foods Co., Ltd. has released its unaudited first-quarter results for 2026, affirming the accuracy and completeness of the financial information while cautioning investors about the unaudited status. The company emphasizes compliance with Hong Kong disclosure rules and highlights management's legal liability. The latest analyst rating for Muyuan Foods (HK:2714) is a Buy, with a price target of HK$68.00. The company operates in the agricultural sector, focusing on livestock and food products, and prepares its financial statements under Chinese Accounting Standards.

Muyuan Foods Issues Unaudited First-Quarter 2026 Results and Reaffirms Disclosure Commitments

002157

000876

516760

The Development and Reform Commission of Loudi City, Hunan Province, conducted a survey on pig prices, focusing on breeding, slaughter, and sales segments to assess pig inventory, piglet prices, and feed costs. The survey revealed that the current pig market is oversupplied with low prices, causing financial pressure on breeders. Investigators analyzed the causes, promoted policies to ensure supply and stabilize prices, and urged business entities to regulate their pricing behavior. Moving forward, enhanced monitoring will be implemented, key indicators will be tracked, and data support and decision-making references will be provided for the pig industry

ZHENGBANG TECHNOLOGY

CAHIC

New Hope

HKAIT

Ping An CSI Animal Husbandry ETF

China Universal CSI Livestock Breeding Industry ETF

Loudi City Development and Reform Commission of Hunan Province Conducts In-depth Research on Pig Prices

002311

603363

The Ministry of Agriculture and Rural Affairs convened a symposium on the development of the pig industry, emphasizing guidance for breeding enterprises to sell livestock in line with market trends. It required leading enterprises to implement capacity reduction measures, considering environmental protection and balance sheet constraints to avoid blind expansion. Simultaneously, positive policy signals were released to boost market confidence, reduce secondary fattening, and prevent disorderly sales

HAID GROUP

Aonong Group

601688

002385

159825

According to a Huatai Securities research report, the average national pig price has fallen to 8.7 yuan per kilogram, marking a new low since 2008 and resulting in an average loss of approximately 450 yuan per head for self-breeding and self-raising operations. The industry is facing deep cash flow losses, with the reduction of breeding sows already underway. It is expected that piglet supply will remain high from Q2 to Q3 2026. Industry losses and capital consumption are likely to continue, and non-linear capacity reduction could occur at any time. The report reiterates its recommendation for the pig farming sector

HTSC

DBN Group

Fullgoal CSI Agriculture Theme ETF

Huatai Securities Co., Ltd. GDR Class A RegS

HTSC: Livestock Capacity Reduction Has Begun; Reiterates Recommendation for Pig Farming Sector