A new round of "pig fever" formed a pig out of the column fell to a nearly 10-year low.

Who was the best performing A-share industry in the first half of this year? At present, in addition to the concept of anti-epidemic medical enterprises, it is the "second brother" to protect the listed pig enterprises the most eye-catching.
high pig prices, pig market dividend release, but also to promote the various capital and farmers actively expand production, forming a new round of "pig boom."
Muyuan shares earn nearly 60 million a day, second only to Guizhou Maotai at the 2019 annual meeting of Chinese business leaders, Vanke founder Wang Shi asked Liu Yong-ho, chairman of New Hope Group: "How much money did you make raising pigs this year?" Liu Yong good answer is very modest: "the benefits are good, please have a meal is certainly no problem, pork dinner."
, New Hope's pig revenue rose 132.16 percent last year, the fastest growth of any of the company's five businesses.
just over half a year after the talks, New Hope became the most profitable group of A-shares.
forecast net profit of RMB3.15-32 billion in the first half of 2020, up 101.68% to 104.88 percent year-on-year.
compared with the first half of the results of the scale, the new hope will be china-South construction, investment Shekou, Grand Hyatt City and many other real estate giants left behind.
, who was curious last year about how much money pigs can make, set up a food division in March to officially enter the pigsty.
, pork prices rose 104.3 percent in the first half of this year, up 96.6 percentage points from a year earlier, according to the National Bureau of Statistics.
pig-breeding enterprises make a lot of money.
, 18 of the 24 listed pig companies reported year-on-year net profit growth and none of them lost money, according to Wind.
the first half of 2020, the performance of listed pig enterprises such as Mahara Shares, New Hope, Zhengbang Technology, Xin Wufeng and Wen's shares continued to grow significantly, and Mawhara shares and Xin Wufeng expect net profit to increase more than 30 times.
, the largest leading company in the pig-breeding industry, achieved revenue of 21.033 billion yuan and net profit of 10.784 billion yuan in the first half of this year.
more than 1700 semi-annual reports and forecasts published by the A-shares, Makhara's earning power is second only to that of Guizhou Maotai.
the first half of this year, a total of 182 days, equivalent to the daily net income of Makhara shares of about 59.253 million yuan.
Huatai Securities, an analyst told reporters: "Many listed pig companies in recent years, the return on net assets (ROE) remained above 25%, even higher than liquor enterprises, and the entire A-share ROE more than 25% of only more than 100 companies."
" summer is the low season for consumption, but pork prices have recently risen again some people who often buy vegetables to buy meat found that pork prices have rebounded in recent times.
Reporters visited a number of farmers' markets in Xi'an last week pork shops, large supermarkets and community fresh shops learned that pork prices are more expensive than the previous period, the current market rib retail price is more than 30 yuan per catty, 30 yuan or less is mainly five-flower meat, large ridge and so on.
about 20 per cent in early June compared with the end of May.
since the Spring Festival this year, pork prices have come out of the "U" shape of the first fall and rise.
the price of pork in Xi'an fell gradually in April and began to rebound in June.
rose 9% month-on-month in June, according to the Xi'an Survey Team of the National Bureau of Statistics.
the wholesale price of fresh pork in Xi'an fell to 37.73 yuan per kilogram in mid-May, according to the Shaanxi Business Operations Monitoring Center.
weekly wholesale price since July was about 48.23 yuan/kg and the highest was about 49.76 yuan/kg.
the arrival of high summer temperatures, coupled with rainy weather, resulting in increased meat transportation and storage costs, resulting in higher pork prices.
summer was the off-season for pork consumption, but pork terminal prices did not fall as expected.
, pig early warning analyst Feng Yonghui told China Business Daily, with the outbreak effective prevention and control, this summer's social and catering demand gradually increased, driving up pork consumption.
the root cause of high pig prices is supply.
Feng Yonghui said that the domestic can breed sow stock bottom rebound is after September last year, as a pilot indicator of pig production capacity recovery, 10-12 months after the pig out of the column has a greater impact.
, pig-out levels are expected to return to growth after September and ease the "pig shortage".
also learned from some supermarket chains, because pork prices rebounded and sales fell, merchants adjusted the meat supply strategy, increase the promotion of beef, poultry and other products, so that consumers have more choices.
pig out of the column fell to a near 10-year low, capital in Shaanxi and other places to expand pork prices behind the high run, pig out of the column has experienced many years of tension.
, China's pig production fell to a near 10-year low of 131 million pigs in the first quarter of this year, the company said in a statement.
for our consumers, pork is an indispensable dish on the table.
2015, China's per capita pork consumption reached a peak of 40.3 kg.
2019, pork prices have risen sharply, and China's pork consumption has fallen to 44.866 million tons, but it is still in an absolute leading position in the world.
pork is not enough to eat, the willingness of the capital side to expand production is rising rapidly.
announced on July 30 that it had decided to build 17 pig breeding projects in 12 provinces of the country with a total investment of 5.371 billion yuan.
, which was not originally a pig-breeding province, also ushered in a new round of "pig-breeding tide".
In June this year, Shaanxi Ningqiang County and Sichuan Iron Riders Group signed a strategic cooperation agreement on the industrial chain of 200,000 pigs, and in the same month, Shandong Dlis announced that Shaanxi Dlis, a wholly-owned subsidiary, and Sanyuan County signed a Framework Agreement on Investment Cooperation in 2 million Pig Slaughter and Meat Processing Projects.
In addition, there is news that New Hope VI and shares to visit Otsita Farm, Liquan County to introduce new good technology in Tibet, Dingbian County and Chongqing Agricultural Investment signed a contract for 2 million healthy pig industry projects, Shanghai Oriental hopes to invest 2 billion yuan in Hanzhong to build a "pig farm", Shaanxi agricultural leader Shiyang Group and Lantian, Minnan reached a "cloud farming" cooperation and a series of pig production information.
industry estimates that in the past year, the capital investment in Shaanxi pig farming industry, is expected to exceed 10 billion yuan.
" large enterprises in Shaanxi investment action, can be described as the capital side in the country's expansion of the microcosm.
" Feng Yonghui said that in this wave of production expansion, large enterprises with the help of capital and technological advantages to occupy more initiative.
new pig farms have been on the horse, there are farmers said the profit is not as good as last year's small and medium-sized pig farm households out of the column more than half of the country's pigs.
face of the pig market dividend, small and medium-sized farmers have also increased their willingness to expand production.
Bai Jiqing, a pig farmer in Chengcheng County, Minnan City, told the China Business Daily that this year he had remodeled an automated pig farm, and the scale of breeding had increased from less than 2,000 to 3,500.
the outbreak has also had an impact on breeding, "some of the piglets that were ordered in the early stages are not yet fully in place."
"" from the money-making effect, last year's pig profits can be said to be unprecedented.
"" a farm director said that this year, although pig prices are still high, but piglets, feed and other costs are rising, pig profits have been less than last year.
the farm's director said that in 2018 when the purchase price of pigs reached 5 yuan per kilogram, many pig farmers lost money to switch.
year, pig prices have gained momentum, and with policy support, many new farms are back on the market.
the price of pigs rose, piglets also followed the rise, last year a piglet but about 1000 yuan, this year to 2000 yuan.
, corn prices have risen sharply this year, driving up the price of pig feed, and the risk of raising pigs is said to be higher than last year.
because of the limited profits of pig farming in previous years, Shaanxi in a long time, pig farming scale has been not high, and now there is a change.
the Ministry of Agriculture and Rural Affairs, as of the end of the first quarter of 2020, there were 321.2 million pigs in the country and 8.05 million pigs in Shaanxi ranked 12th in the country.
the total number of pigs in Shaanxi increased by 11.7% compared with the end of 2019.
, Henan, Sichuan, Hunan, Shandong, Guangxi and other pig-breeding provinces have also seen significant growth.
, not only Shaanxi ushered in the "pig tide", but the national pig industry's collective rebound.
with the number of out of the column to fill the position, the current round of pig prices has come close to the end of the growing army of pigs, focusing on the pork gap and behind the huge pork consumption market.
's pork production is expected to reach 50 million tons by 2021 and pork consumption is expected to reach 51.77 million tons, according to the China Pork Outlook Report released recently by the Ministry of Agriculture and Rural Affairs.
so more and more pig-breeding projects landed, can the price of pork down? Feng Yonghui believes that with the number of out of the column to fill the position, the current round of pig prices are nearing the end of the high point.
, the market share of domestic pig farming is relatively dispersed, in the process of industry scale, pork prices are still likely to fluctuate.
expected to iron out prices in the future with large-scale farming, depends on whether large-scale production capacity can be more fully released.
present, scale and standardization can improve biosecurity prevention and control work, reduce the proportion of input and output, and is conducive to management and labor and other cost and expenditure control.
Zhang Hong, president of the Shaanxi Economics Society, said that although it is vulnerable to the pig cycle, small and medium-sized farmers will remain the main breeding force for some time to come, so mobilizing the willingness of small and medium-sized farmers to increase their breeding is also the key to curbing pork prices.
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