Since the beginning of 2025, both live hog and retail pork prices have risen due to supply shortages. In the South, prices reached the highest levels in the country, with a nationwide average increase of about 16% in over a month. Major breeding companies like Dabaco (DBC), BAF Vietnam (BAF), Hoang Anh Gia Lai (HAG), and Masan MeatLife (MML) have benefited significantly, with DBC and BAF stocks rising over 22%, hitting historical highs.
Vietcombank Securities (VCBS) predicts that pork prices will increase by about 18% in 2025 due to decreasing supply and the new Livestock Law’s impact. The market share of breeding is shifting from small households to larger enterprises. Dabaco stands out by developing its own vaccines, intending to gain new profits from this activity in 2025. They will continue to expand breeding scales and are plan to add new farms in several provinces, alongside a soybean oil production plant.
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