18 pig enterprises net income of 49.5 billion yuan, pig farming continued to make a profit of 1000 yuan / head in 14 months after falling again

Because of the "non-plague" and "new crown", China can breed sows and pig storage column sharply reduced, the "second brother" on the wind mouth of the real fire for a long time, pig cycle has also been stretched a lot, 2020 18 pig enterprises and pig farming-related pigs benefit from high pig prices brought dividends, the first three quarters of net profit of up to 49.5 billion yuan, of which the first five head enterprises Makhara, Wenshi, Zheng The total net profit of Bang, Xin hope six and Tianbang shares was 42.571 billion yuan, up more than three times from 10.606 billion yuan in the same period last year, these five enterprises accounted for more than 86% of the net profit of the 18 listed pig enterprises, of which Tianbang's net profit rose the most, up to 235.53 percent, while the absolute net profit of Mayuan shares was the highest at 20.99 billion yuan.
October 27th, Wei Baigang, chief economist of the Ministry of Agriculture and Rural Affairs, pointed out that pork prices had fallen for nine consecutive weeks as pig production recovered rapidly and the volume of production increased.
market price of 47.66 yuan per kilogram, 11.98 yuan lower than the peak in February this year, a clear downward trend.
According to the latest disclosure of the National Development and Reform Commission website of the national average pig appearance price and feed prices, pig head earnings are expected to break through 1000 yuan / head in the third week of August 2019, to the third week of October 2020, in 1000 yuan / head for a year and two months, the fourth week of October again fell below 1000 yuan / head.
The National Development and Reform Commission analysis that: early next month, the group pig farm out of the rhythm of slowing down, is expected to next week pig prices or slightly higher, but the increase is limited, pig ratio or narrow adjustment mainly.
for the next four quarters, open source securities believe that from the listed companies to supplement the situation, the fourth quarter out of the column volume is expected to maintain high-speed growth month-on-month, the full-year column target worry-free.
Tianfeng Securities Research Report also analyzed, benefit from january-September pig prices high, overlay column year-on-year growth, a number of pig companies performance growth, pig prices are expected to remain relatively high in the fourth quarter, and the expected column growth rate further improved month-on-month, pig companies performance can be increased.
In terms of pork prices, the Ministry of Agriculture and Rural Affairs has stressed that since the fourth quarter is the traditional peak consumption season for pork, consumption growth and pig supply to resume synchronization, the relationship between supply and demand tension will gradually ease, pork prices are unlikely to rise or fall.
Wei Baigang also pointed out that the supply of pork will increase by about 30% year-on-year during the two major holidays of New Year's Day and Spring Festival in 2021.
later in the year, with the increase of sow breeding, the amount of pig storage increased, the number of columns will also increase rapidly.
supply, prices will gradually fall back to normal levels.
compared to pig prices, the 2020 chicken market is much more "miserable", the year low run, and three losses, the first loss from the fourth week of December 2019 to the first week of March 2020 continued for eight weeks, the second loss from the first week of May to the fourth week of May continued four weeks, and this round since the second week of September began to lose money, has been in six consecutive weeks of losses.
, according to the National Development and Reform Commission estimates, this week's national chicken price ratio of 1.75, flat month-on-month.
based on current prices and costs, the future loss of broiler farming is 2.88 yuan / only.