Niu stock surnamed Niu, trillion yuan output value explodes!

Do you know? Eating beef and these tips!

A beef cow, conceived in October, ready for slaughter38After months, it can produce approximately400KGFresh beef, at the same time, the offspring produced by that sow can probably already be produced3420KGFresh pork.

The hard won nature of beef has kept its price consistently high. From the perspective of demand patterns, beef consumption demand is strong in the first and fourth quarters, while it is relatively low in the second and third quarters. The high consumption in the first quarter will be reflected in the performance of the first quarter, which is also the first focus that Lao Gai started to pay attention to before entering the second quarter, that is, the industries with confirmed performance growth in the first quarter.

Of course, having performance alone is not enough. He also needs a tipping point. In the past few days, there has been news that there is a serious quality problem with Brazilian beef, and Chinese imports of Brazilian beef account for one-third of the level. Many domestic securities firms are optimistic about meat import companies, such as Shanghai Merlin and Delis, but they don't see it that way.

Our country is the third largest beef consumer in the world. You should know that our country consumes beef every year 700Ten thousand tons, of which30-40 10000 tons of imports,120 Smuggling of ten thousand tons has broad industrial prospects. Previously, the high-end beef market was dominated by imported meat, with Brazil ranking first. Now there is a vacuum gap, either import substitution or domestic production.

Domestic beef has two major advantages: grain feed and fresh meat. High end restaurants usually use American beef, but it is too expensive. It was previously replaced by Brazilian beef, but now it is a vacuum. However, Australian beef, which is imported more from our country, is not of good quality and is usually used in small restaurants. Of course, a large number of hot pot restaurants may use Indian buffalo. Well, I admit that you may not know these things. American beef is too expensive, and in recent years, the United States has cracked down on smuggling, so I am optimistic that domestic beef will fill this gap.

With the opening of vacancies in the high-end market, domestic enterprises have a foundation for explosive performance, and coupled with their good performance in the first quarter, I am very optimistic about the entire beef processing industry chain. Supported by performance and catalyzed by unexpected events, let's wait and see for this trillion dollar beef production and processing industry together! For relevant stocks, please see my official account's Twitter.

In addition, the speculation roadmap on the the Belt and Road has been released in the morning, and no friends who have collected it can go to my official account for concept enthusiasts.

As I said in the morning, don't talk about the US stock market. We have our own national conditions. Our attitude in the morning has been very clear. China's stock market has its own characteristics. The performance of Xinjiang and Xi'an, two "the Belt and Road" sectors, is good. The top-level strategy needs to build momentum.