Canceling live poultry market trading Yellow feather chicken enterprises have a big impact

On July 3, the State Council Joint Prevention and Control Mechanism held a press conference in Beijing to introduce the work related to epidemic prevention and supervision of farmers' marketsChen , market inspector at the State Administration of' State Administration of Market Supervision and Administration, said the live poultry market transactions should be phased outA-share market has a number of poultry listed companies, but the breeding of most lying is white feather chicken, most directly into the slaughterhouse, do not enter the live poultry marketabout 80% of the country's yellow-feathered broilers enter the live poultry market, so the new policy may have an impact on yellow-feathered chicken breeding enterprisesor influence theof the yellow feather broiler production enterprisesOn March 3, Chen , director of market inspection at the State Administration of Market Supervision and Administration, said that the State Administration of Market Supervision will urge all regions to effectively strengthen food safety supervision in key places such as farmers' markets, crack down on illegal wildlife trade, prohibit the consumption of wild animals, restrict the trade and slaughter of live poultry, encourage the promotion of concentrated slaughter of live poultry in places with conditions, and gradually eliminate the trade in live poultry marketsA-share there are a number of poultry listed companies, will this have an impact on the performance of the relevant companies? As far as broiler chicken is concerned, there are mainly white-featherbrony chicken, yellow-feathered broiler chicken, and egg-out chicken"In terms of species, white feather chicken is mostly in the slaughterhouse concentrated slaughter, division, enterprises are generally cultured, slaughtered one-stop." Only 1% and 2% of white-feathered broilers are placed in the live poultry marketGao Xiang, product analyst at Zhuotron Information White Feather Chicken Products, said that closing the live poultry market had little impact on the production of white feather broilerswhite feather chicken industry chain concentrated in Shandong, such as the probiotic shares, Minhe shares, Xiantan sharesAlthough the upstream and downstream industrial chains of the three listed companies are different, from seedling to commercial chickens to slaughter to downstream products, basically formed a closed industrial chainthe elimination of egg and chicken market volume is not small, from the national point of view, into the live poultry market and slaughter market accounted for 50% of each, the north to take a little more slaughter, the south to walk live poultry slightly morethe vast majority of yellow-feathered chickens go live poultry market, about 80%, only about 20% of the slaughterTherefore, the nationwide phase-out of the live poultry trading market, the yellow feather broiler enterprises have a relatively large impact Securities Times noted that among domestic A-share listed companies, Wen's shares have yellow feather broiler farming According to Wen's 2019 annual report, the company's main revenue came from pig products, amounting to 41.811 billion yuan, accounting for 57.18 percent of total revenue, while chicken products revenue was 26.786 billion yuan, accounting for 36.63 percent of total revenue Wen's shares said that in 2019, the sale of commercial broilers and commercial pigs is still mainly live chicken and live pig sales, slaughter sales as a supplement, and in the future, will gradually to "concentrated slaughter, brand management, cold chain circulation, cold fresh listing" sales model The company has been laying out the slaughtering processing industry Gao Xiang believes that the current degree of policy implementation is not clear, specific in which province seisiper areas to implement is not clear, the impact on the market remains to be seen there have been documents to cancel the live poultry trade
　　Farmers' markets, including wholesale markets, are an important channel for urban food supply, with more than 70% of livestock and poultry meat, aquatic products, vegetables and fruits entering the market through farmers' markets and wholesale markets just after the outbreak of Xinguan pneumonia, many provinces, in addition to closing the wildlife market, also set more stringent conditions for the trading and circulation of live poultry For example, Shandong Provincial Livestock Bureau issued a letter, in cooperation with the market regulatory authorities to completely close all types of market live poultry trading areas and slaughter points, suspended live poultry trading in various markets, slaughter quarantine Suspend inter-provincial live poultry transfer On February 28, the Information Office of the Shandong Provincial Government held a press conference, and by February 5th the province had closed 1,494 live poultry trading areas and 4,922 live poultry slaughter inganic selling points In addition to Shandong, Henan, Anhui and Gansu provinces have announced the closure of live poultry markets in According to data released by the National Development and Reform Commission on March 19th, the proportion of live poultry markets actually closed in China is more than 95% there are areas that are already pushing for the abolition of live poultry markets Fujian Province nine departments in early April jointly issued a plan, proposed Xiamen, Fuzhou to fully implement the poultry products frozen market, gradually cancel the live poultry trading, and strive to 2025, Fujian urban areas above the market cold, frozen poultry products supply ratio of more than 30% Jinan, Chongqing, Qingdao and other local market supervision bureaus have also issued the "Live Poultry Trading Management Measures" (draft for comments), to the public for comments The focus of the opinion is basically around the issue of live poultry trading, the establishment of a zone prohibited trading areas For example, Jinan City's documents state: "The city around the city highway ring within the ban on the establishment of live poultry trading places." have different voices about closing live poultry markets On April 14, Yang Zhanqiu, a professor at Wuhan University's Institute of Medical Viruses, told the media that the origin of the outbreak of xinguan pneumonia is now inconclusive in the academic community, and that many of the earliest cases did not have a history of exposure to the South China seafood market The primary host of the virus and the chain of transmission of the virus are not now determined by the global scientific community, so there is no scientific basis for the idea that the live poultry seafood market may spread the virus