playdoublesupertimespokerfree| Open source securities: There is a definite supply contraction of white chickens. The resonance of pigs and chickens can be expected upwards

Gelonghui May 19| Open Source Securities Research News believesplaydoublesupertimespokerfreeAffected by the transmission gap in the introduction of ancestral chickens from May to December 2022 (at the same time disturbed by factors such as forced molting), there will be a definite supply contraction of white feather broilers in 2024. Based on the 42-week moving average parental chicken seedling sales, the supply trend of commercial chicken seedlings is calculated. The supply of broilers will be low in 2024 or in October, when the supply of live pigs will also shrink significantly and enter the peak consumption season. The logic of pigs and chickens strengthens each other, and the resonance can be expected upwards. At present, the white chicken sector is still at a relatively low level, and the allocation winning rate is high. It is recommended to strengthen allocation.