On July 30, MUYUAN rose 3.23% in regular trading, trading at HK$33.34/share, with turnover of HK$108 million. The stock gained momentum following signals from a high-level policy meeting that emphasized stabilizing hog and other agricultural product production and prices.

The policy directive provided a clear floor signal for the hog industry, boosting market confidence in pig price stabilization. Institutions noted that Q2 breeding sow inventory fell to 37.8 million head, down 6.5% year-over-year, with de-capacitization exceeding expectations. Leading brokerages project that capacity reduction is likely to continue through H2, with hog price recovery anticipated into next year. Current industry-wide losses have persisted for months, with average breeding costs around 12 yuan/kg still above the recent selling price of approximately 10.4 yuan/kg.

MUYUAN previously disclosed an H1 net loss forecast of 5.7-6.7 billion yuan, compared to a profit of 10.5 billion yuan in the year-ago period, driven by a 28% year-over-year decline in average hog selling prices. The company continues to optimize costs and recently completed a 500-million-yuan executive share buyback plan, signaling confidence in navigating the cycle trough.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)