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Entering November, feed ushered in the 12th comprehensive price increase of the year, a number of companies announced a price increase of nearly 300-500 yuan / ton, Cailian reporters through a number of interviews learned that the peak season will continue to pick up the breeding industry, further promote the rise in feed demand, major feed enterprises volume and price rise, and the concentration of the material enterprise industry is also gradually increasing, from the market to research and development competition tends to be fierce
.
Feed goes up and down
"The price of feed has risen again!" This is the bitterness
in the heart of Mr.
Huang, a pig farmer.
Pig prices have risen, but pigs are getting more and more expensive, "Now the feed price has risen to nearly 2 yuan / kg, approaching the price of ordinary rice in China, feed This price increase trend does not know when is a head
.
" Mr.
Huang complained
to reporters.
Mr.
Lu, who has been engaged in pig breeding for nearly 10 years, told the Cailian reporter, "Now the feed price is too high, I have not encountered such a high price for many years of pig breeding, and the feed mill gives the saying that the price of raw materials has increased, and they are really helpless
.
" ”
According to Mysteel agricultural products network, the arrival of soybeans in Hong Kong in November continued to be delayed, domestic stocks fell, soybean meal supply was still tight, and many oil mills faced shutdown
.
The tight supply of soybean meal, which is the main raw material for feed, has driven up high prices, further raising downstream feed prices
.
Mr.
Chen of Southwest Longsheng Feed told reporters: "The main thing is that soybean meal raw materials have been at a high level, and the current supply is relatively tight, so we can only allocate the pressure and risk to the downstream breeding end
through price increases.
" ”
From the data of the feed industry association, the average price of feed in September has been close to 2 yuan / kg, and there has been a significant increase year-on-year
.
(Source: Feed Industry Association)
In this regard, Wang Wenshen, an expert from Neijiang Agricultural College, said in an interview with reporters that the increase in feed prices is mainly due to the continuous rise in commodity raw materials, such as soybean meal and fishmeal
.
Because China's soybeans are still in short supply, according to the current situation, there may be a possibility of further price increases in feed within the year, which further shows that soybean meal reduction alternative technology is imperative
.
The pressure of feed price increases has been transmitted to farmers
.
Based on a 300 yuan increase per ton of feed, the profit of a pig will be compressed by nearly 100 yuan
.
"And that's without taking into account other costs
.
" Mr.
Huang said
.
With the arrival of the peak breeding season, feed prices remain high, and farmers' demand for feed remains high
.
Miss Li, a local feed brand distributor, said, "Recently, feed sales are still rising compared to October, because after entering the winter festival, it is not only the peak season for pork consumption, but also the peak season
for feed consumption.
" ”
"Feed demand is generally higher in winter, and if the feed supply is insufficient, it can lead to reduced growth performance, growth stagnation or even stiff pigs or death
.
" Mr.
Huang told
reporters.
The volume and price of enterprises are expected to rise
It can be seen from the data of the Feed Industry Association that after entering September, the national industrial feed output was 28.
33 million tons, an increase of 7.
5% month-on-month and 3.
1% year-on-year, while the previous month-on-year data were down, and the month-on-month growth rate in September also hit a new high
in the year.
(Source: Feed Industry Association)
"In fact, feed production and sales in the first half of this year are relatively average, lower than the same period last year, but since the second half of this year, feed demand has risen
.
" Mr.
Chen told
reporters.
"Recently, there have been a lot of transport vehicles pulling feed, and the queues are very long, much
more than in previous months.
" Mr.
Liu, who usually transports feed for twins, said
.
Benefiting from the rise in volume and price, feed listed companies have frequently reported good news
.
Taking AONONG Bio (603363.
SH) as an example, the sales volume of feed outside AONONG Bio successfully exceeded 320,000 tons in September, a year-on-year increase of about
16%.
In terms of Haida Group (002311.
SZ), the third quarterly report showed that the company's feed business achieved foreign sales of about 15.
03 million tons in the first three quarters, an increase of 7% year-on-year, the unit price of pig feed Q3 increased by about 150 yuan / ton compared with Q2, and the unit price of poultry feed Q3 increased by 70-80 yuan / ton compared with Q2, and the market share was further improved
.
However, the overall gross profit margin of the industry has declined
to a certain extent.
A number of relevant people from enterprises told reporters, "The main reason is that the investment in research and development is high, and the high cost of raw materials is also under great pressure on us, because we cannot transfer all the rising costs to the downstream, and we inevitably need to bear certain pressure
.
" Therefore, we are now actively responding to policies to promote alternative technologies
for soybean meal reduction.
”
Market competition is intense
It is understood that the scale of China's industrial feed market has exceeded one trillion yuan in 2021, last year the output value of feed products in the country was 1,096.
4 billion yuan, and the operating income was 1,049.
98 billion yuan, an increase of 29.
8% and 29.
1% respectively, and the output value of feed additive products was 115.
49 billion yuan and the operating income was 111.
04 billion yuan, an increase of 23.
8% and 29.
5%
respectively.
Some institutions estimate that if the current output added value is calculated, this year's output value may exceed 1.
3 trillion yuan, and in 2030, the domestic feed output value may reach 3 trillion yuan
.
Under the background of continuous growth of market scale, the competition of major head feed enterprises has entered a fierce heat, and they have expanded their production capacity to seize market share and increased investment in research and development to improve competitiveness
.
Taking Haida Group as an example, in order to further increase its market share, the company added 8 new feed bases in the first half of the year, increasing production capacity by about 2 million tons, and there are still nearly 30 feed production bases under construction and expansion
.
"At present, the commissioning depends on the construction speed, and the production capacity layout
will be further optimized after it is put into operation.
" Relevant people of Haida Group previously told
reporters.
In addition to Haida Group, Shennong Group (605296.
SH) and other enterprises have also accelerated the expansion of production capacity
.
Previously, at the press conference of Luliang Pig Industry Nutrition Factory of Shennong Group, relevant people told reporters: "The company will increase the layout of feed production capacity in the future, increase the company's market share, and further increase
feed production capacity.
" ”
At the same time, with the further increase of industry concentration, some small material companies are gradually under pressure to go
out.
According to data from the China Feed Association, there were 957 feed production plants with a scale of more than 100,000 tons in the country last year, an increase of 208 over the previous year
.
"Everyone wants to eat this cake, but compared
to these large enterprises.
Whether it is R&D investment, market sales investment, we can not compete, we can only ensure the local market share, but in recent years, the market share is still shrinking
.
Now the local area is full of distributors
of large material companies.
Mr.
Chen said
.
In Wang Wenshen's view: "China's feed market has great potential, but in the future, the concentration will be further increased, and large-scale enterprises will further increase, which has certain commonalities
with the pig industry.
" ”
In addition, under the background of the continued high level of soybean meal and the continuous promotion of reduction and substitution by the Ministry of Agriculture and Rural Affairs, the cost advantage of the head material enterprises with R&D financial strength will gradually appear
.
;
;Entering November, feed ushered in the 12th comprehensive price increase of the year, a number of companies announced a price increase of nearly 300-500 yuan / ton, Cailian reporters through a number of interviews learned that the peak season will continue to pick up the breeding industry, further promote the rise in feed demand, major feed enterprises volume and price rise, and the concentration of the material enterprise industry is also gradually increasing, from the market to research and development competition tends to be fierce
.
Feed goes up and down
Feed goes up and down"The price of feed has risen again!" This is the bitterness
in the heart of Mr.
Huang, a pig farmer.
Pig prices have risen, but pigs are getting more and more expensive, "Now the feed price has risen to nearly 2 yuan / kg, approaching the price of ordinary rice in China, feed This price increase trend does not know when is a head
.
" Mr.
Huang complained
to reporters.
Mr.
Lu, who has been engaged in pig breeding for nearly 10 years, told the Cailian reporter, "Now the feed price is too high, I have not encountered such a high price for many years of pig breeding, and the feed mill gives the saying that the price of raw materials has increased, and they are really helpless
.
" ”
According to Mysteel agricultural products network, the arrival of soybeans in Hong Kong in November continued to be delayed, domestic stocks fell, soybean meal supply was still tight, and many oil mills faced shutdown
.
The tight supply of soybean meal, which is the main raw material for feed, has driven up high prices, further raising downstream feed prices
.
Mr.
Chen of Southwest Longsheng Feed told reporters: "The main thing is that soybean meal raw materials have been at a high level, and the current supply is relatively tight, so we can only allocate the pressure and risk to the downstream breeding end
through price increases.
" ”
From the data of the feed industry association, the average price of feed in September has been close to 2 yuan / kg, and there has been a significant increase year-on-year
.
(Source: Feed Industry Association)
(Data source: Feed Industry Association) (Data source: Feed Industry Association) (Data source: Feed Industry Association).In this regard, Wang Wenshen, an expert from Neijiang Agricultural College, said in an interview with reporters that the increase in feed prices is mainly due to the continuous rise in commodity raw materials, such as soybean meal and fishmeal
.
Because China's soybeans are still in short supply, according to the current situation, there may be a possibility of further price increases in feed within the year, which further shows that soybean meal reduction alternative technology is imperative
.
The pressure of feed price increases has been transmitted to farmers
.
Based on a 300 yuan increase per ton of feed, the profit of a pig will be compressed by nearly 100 yuan
.
"And that's without taking into account other costs
.
" Mr.
Huang said
.
With the arrival of the peak breeding season, feed prices remain high, and farmers' demand for feed remains high
.
Miss Li, a local feed brand distributor, said, "Recently, feed sales are still rising compared to October, because after entering the winter festival, it is not only the peak season for pork consumption, but also the peak season
for feed consumption.
" ”
"Feed demand is generally higher in winter, and if the feed supply is insufficient, it can lead to reduced growth performance, growth stagnation or even stiff pigs or death
.
" Mr.
Huang told
reporters.
The volume and price of enterprises are expected to rise
The volume and price of enterprises are expected to riseIt can be seen from the data of the Feed Industry Association that after entering September, the national industrial feed output was 28.
33 million tons, an increase of 7.
5% month-on-month and 3.
1% year-on-year, while the previous month-on-year data were down, and the month-on-month growth rate in September also hit a new high
in the year.
(Source: Feed Industry Association)
(Data source: Feed Industry Association) (Data source: Feed Industry Association) (Data source: Feed Industry Association)."In fact, feed production and sales in the first half of this year are relatively average, lower than the same period last year, but since the second half of this year, feed demand has risen
.
" Mr.
Chen told
reporters.
"Recently, there have been a lot of transport vehicles pulling feed, and the queues are very long, much
more than in previous months.
" Mr.
Liu, who usually transports feed for twins, said
.
Benefiting from the rise in volume and price, feed listed companies have frequently reported good news
.
Taking AONONG Bio (603363.
SH) as an example, the sales volume of feed outside AONONG Bio successfully exceeded 320,000 tons in September, a year-on-year increase of about
16%.
In terms of Haida Group (002311.
SZ), the third quarterly report showed that the company's feed business achieved foreign sales of about 15.
03 million tons in the first three quarters, an increase of 7% year-on-year, the unit price of pig feed Q3 increased by about 150 yuan / ton compared with Q2, and the unit price of poultry feed Q3 increased by 70-80 yuan / ton compared with Q2, and the market share was further improved
.
However, the overall gross profit margin of the industry has declined
to a certain extent.
A number of relevant people from enterprises told reporters, "The main reason is that the investment in research and development is high, and the high cost of raw materials is also under great pressure on us, because we cannot transfer all the rising costs to the downstream, and we inevitably need to bear certain pressure
.
" Therefore, we are now actively responding to policies to promote alternative technologies
for soybean meal reduction.
”
Market competition is intense
Market competition is intenseIt is understood that the scale of China's industrial feed market has exceeded one trillion yuan in 2021, last year the output value of feed products in the country was 1,096.
4 billion yuan, and the operating income was 1,049.
98 billion yuan, an increase of 29.
8% and 29.
1% respectively, and the output value of feed additive products was 115.
49 billion yuan and the operating income was 111.
04 billion yuan, an increase of 23.
8% and 29.
5%
respectively.
Some institutions estimate that if the current output added value is calculated, this year's output value may exceed 1.
3 trillion yuan, and in 2030, the domestic feed output value may reach 3 trillion yuan
.
Under the background of continuous growth of market scale, the competition of major head feed enterprises has entered a fierce heat, and they have expanded their production capacity to seize market share and increased investment in research and development to improve competitiveness
.
Taking Haida Group as an example, in order to further increase its market share, the company added 8 new feed bases in the first half of the year, increasing production capacity by about 2 million tons, and there are still nearly 30 feed production bases under construction and expansion
.
"At present, the commissioning depends on the construction speed, and the production capacity layout
will be further optimized after it is put into operation.
" Relevant people of Haida Group previously told
reporters.
In addition to Haida Group, Shennong Group (605296.
SH) and other enterprises have also accelerated the expansion of production capacity
.
Previously, at the press conference of Luliang Pig Industry Nutrition Factory of Shennong Group, relevant people told reporters: "The company will increase the layout of feed production capacity in the future, increase the company's market share, and further increase
feed production capacity.
" ”
At the same time, with the further increase of industry concentration, some small material companies are gradually under pressure to go
out.
According to data from the China Feed Association, there were 957 feed production plants with a scale of more than 100,000 tons in the country last year, an increase of 208 over the previous year
.
"Everyone wants to eat this cake, but compared
to these large enterprises.
Whether it is R&D investment, market sales investment, we can not compete, we can only ensure the local market share, but in recent years, the market share is still shrinking
.
Now the local area is full of distributors
of large material companies.
Mr.
Chen said
.
In Wang Wenshen's view: "China's feed market has great potential, but in the future, the concentration will be further increased, and large-scale enterprises will further increase, which has certain commonalities
with the pig industry.
" ”
In addition, under the background of the continued high level of soybean meal and the continuous promotion of reduction and substitution by the Ministry of Agriculture and Rural Affairs, the cost advantage of the head material enterprises with R&D financial strength will gradually appear
.
