Packaged Foods and Meats

WENS

WENS released FY2026 Q1 earnings on April 21 During-Market (BJT), actual revenue CNY 24.53 B, actual EPS CNY -0.161

WENS to Release FY2026 Q1 Earnings Report on April 22 During-Market BJT

WENS to Release FY2025 Earnings on April 22 Pre-Market (BJT), Forecast Revenue CNY 99.08 B, EPS CNY 1.0603

WENS released FY2025 Q4 earnings on February 24 Pre-Market (BJT), actual revenue CNY 28.1 B (forecast CNY 23.73 B), actual EPS CNY -0.0031 (forecast CNY 0.75)

WENS released FY2025 annual earnings on February 24 Pre-Market (BJT), actual revenue CNY 103.82 B (forecast CNY 99.08 B), actual EPS CNY 0.7844 (forecast CNY 1.0603)

WENS released FY2025 9 Months Earnings on October 21 After-Market (BJT), actual revenue CNY 75.79 B, actual EPS CNY 0.77

WENS released FY2025 Q3 earnings on October 21 After-Market (BJT), actual revenue CNY 25.94 B (forecast CNY 25.61 B), actual EPS CNY 0.2596 (forecast CNY 0.5057)

WENS to Release FY2025 Q3 Earnings on October 22 After-Market (BJT), Forecast Revenue CNY 25.61 B, EPS CNY 0.5057

WENS released FY2025 Q2 earnings on August 27 During-Market (BJT), actual revenue CNY 25.56 B (forecast CNY 25.55 B), actual EPS CNY 0.2216 (forecast CNY 0.401)

WENS released FY2025 Semi-Annual earnings on August 27 During-Market (BJT), actual revenue CNY 49.98 B, actual EPS CNY 0.5135

WENS to Release FY2025 Semi-Annual Earnings on August 28, 2025 (BJT)

Wens Shares July 2025 Sales Data

Wens E-commerce Established with 5 Million Capital

Wens Group USD Bond Sees Largest Gain Since August 9, 2023

Wens Group Announces June 2025 Pork and Poultry Sales Data

Wens Foodstuff Group Submits 3 New Trademark Applications

Wens Shares Institutional Q&A on Breeding Technology and Cost Performance

Low Valuation Highlights Expectation Gap in Hog Sector

Wens Holdings Undertakes Major Personnel Adjustment, New Generation Family Members Join Management Team

CS Index Livestock and Breeding Stocks Rising, Analysts Predict Pig Price Surge

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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

MUYUAN

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

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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

China Merchants CSI Animal Husbandry ETF

Ping An CSI Animal Husbandry ETF

China Universal CSI Livestock Breeding Industry ETF

Penghua CSI Animal Husbandry ETF

Guotai CSI Animal Husbandry ETF

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

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000895

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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

SHUANGHUI

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

Barchart Option

Shennong Group

Huatong Meat

Tyson Foods

LESHAN GIANTSTAR FARMING&HUSBANDRY

Hogs Leaking Lower at Midday

601899

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As of April 6, 116 A-share listed companies have announced share repurchase plans, with 77 designated for equity incentives or employee stock ownership plans and 18 for market value management. Companies including SF HOLDING, Goertek, HYPC, WENS, ZIJIN MINING, and FII are among those with the largest repurchase amounts

Zijin Mining

SF Holding

SF HOLDING

HYPC

SF INTRA-CITY

Goertek

ZIJIN MINING

Boosting Confidence with Real Capital: Multiple A-share Industry Leaders Announce Share Repurchase Plans

2026 is considered the most challenging year of the hog cycle. On April 3rd, live hog futures prices dropped to 9,370 yuan/ton, and the average spot market price for live hogs fell below 10 yuan/kg, a new low in over a decade. The state has already conducted two rounds of central hog stockpiling to stabilize prices, but current hog prices are below the industry's average cost, leading to widespread losses for farming enterprises. Furthermore, the pace of capacity reduction is slow, and market clearing will take time

2026: The Toughest Year of the Hog Cycle, Farming Enterprises "Winter" Through Multiple Approaches

The National Development and Reform Commission, the Ministry of Commerce, and the Ministry of Finance will recently carry out the second batch of central frozen pork reserve storage this year, and require localities to synchronize their storage efforts to better play the role of reserve regulation. Next, the relevant departments will continue to closely monitor the dynamics of the hog market, increase storage efforts, strengthen comprehensive capacity regulation, guide farms to reasonably arrange production and operations, and promote stable market operations

AASTOCKS

The country continues to carry out the central frozen pork reserve storage

WENS(300498.SZ)