Heavy! Cross-border pig farming enterprises or waist-cutting off the field

At the 15th International Oil and Grease Conference held on December 22nd, Li Weifeng, chairman of Guangdong Agricultural Industry Fund and general manager of Guangdong Innovation Center, said that the future feed industry still has greater growth potential, the current progress of guangdong pig production is very fast, compared with this year's sky-high prices, pig prices next year will be high, the following year is likely to be low prices.
Li Weifeng stressed that when the price of pigs fell, many real estate and other industries to invest in pig-breeding enterprises, halfway may leave the market, by 2022 does not rule out that some people will sell pig farms at half price.
pig feed sales have the potential to double in the past decade, the total amount of global feed is increasing every year, in 2011 the global feed 873 million tons, last year exceeded 1.1 billion tons, eight years of nearly 40% growth.
consumption of meat per capita directly determines the future growth space of the feed industry.
Li Weifeng points out that from the total meat consumption, the average consumption of Chinese is about 59 kg, only 50% of the United States, "if we compared with the United States, we still have a very large space for meat consumption."
", the Chinese has a rigid demand for pork consumption.
Total domestic feed sales in 2019 are 220 million tons, Li Weifeng predicts that the size of the national feed in 2023 is likely to reach 300 million tons, the future feed industry will maintain an annual growth rate of 3-5%, but the concentration of head enterprises may be higher and higher.
From a structural point of view, aquaculture in the slow growth, ruminant market potential will be very large, pig material future growth will be very large, Li Weifeng believes that "domestic pig sales should have the potential to double, poultry material is relatively saturated."
Li Weifeng said that the feed industry in the future will be group, scale, industrialization in the direction of development.
years, the proportion of feed enterprises selling more than 100,000 tons has increased year by year, and the number of feed enterprises has dropped significantly, from 15,000 feed enterprises in 2005 to 3,000 this year.
will continue to decline in the future, and may end up with hundreds of feed companies left.
this year the industry presents very obvious characteristics, strong Hengqiang, small and medium-sized enterprises are more difficult.
Li Weifeng revealed that in the past a company to do 100,000 tons, 80,000 tons of scale will also be profitable, but this year in Guangdong a single plant size of less than 200,000 tons will be difficult to make a profit.
price of pigs this life difficult to see again talking about African swine fever, Li Weifeng said, more than a year guangdong pig production progress is very fast.
" We recently held a meeting in Zengcheng, Qingyuan, Zhanjiang, including shaoguan several government leaders to report that several local large enterprises have invested in the scale of more than 10 million head, and the government to their pig-raising tasks, the annual output column is about 3 to 5 million head, from Guangdong to see the progress of pig production is very fast, the future Guangdong pig is very likely to achieve self-surance.
" for pig prices, this year's pig price is a sky-high price, Li Weifeng believes, "there is no major outbreak in the future, perhaps our generation may not see more than 20 yuan of pig prices."
if this year is a sky-high price, next year pig prices should be said or high prices, the following year there is no possibility of low prices, I think it is also very likely, this is our judgment on pig prices.
" So, when pig prices fall the year after, many other industries, such as real estate, will invest in pig farming, and these companies may leave midway through, and in 2022 it will not be ruled out that some people will sell pig farms at half price.
Next year pig out of the column about 3 times when talking about the strategic layout of new hope, Li Weifeng said you, to do strong feed, do big pig, do fine white feather meat and poultry, do excellent food, do deep overseas - feed plate is the core business of new hope, the next three years feed sales to double.
in addition to maintaining the growth of scale, there is still a lot of room for improvement in variety structure and profitability.
to be determined to raise pigs.
hope that this year there will be about 8 million pigs out of the column, next year will be more than 30 million.
plan to self-fertilize at least 70% in the future; To do self-breeding, not only to lay out pig breeding, but also layout fattening base.
Xinhua hope for many years to continue to promote the fusion culture model, with automation, modernization, intelligence and digital matching, to attract more young people into the pig industry, has been in Guangdong Jiexi, Zhaoqing, Shaoguan and other places laid out a number of columns of 500,000 fat pigs.
to make fine white feathered meat and poultry.
in addition to farming, feed, new hope has begun to do varieties, the future will do more easily self-control of their own breeding base.
to do deep overseas.
new hope is the first domestic feed enterprises to go abroad, in more than 10 countries abroad have fifty or sixty enterprises.
Li Weifeng believes that there is still a good opportunity for China's large feed enterprises to go out and develop.
because many countries' feed industry is still ten years behind the domestic ratio, "domestic gross profit today may be the net profit of foreign countries at this stage."
the first three quarters of this year, New Hope (000876.SZ) achieved operating income of 74.788 billion yuan, up 31.40% YoY; Net profit was RMB5,085 million, up 65.54 percent year-on-year.
, in the third quarter, the company achieved operating income of 30,092 million yuan, up 39.17% YoY; Net profit was RMB1,921 million, up 27.22% YoY.
main profits from pig farming and feed business.
the increase in pig prices and the increase in the number of columns, the pig industry achieved a net profit of 1.240 billion yuan, up 245 percent year-on-year, the company's Q3 profit the largest source.
of Q3 feed business, Q3 feed sales were about 6.51 million tons, achieving a net profit of 440 million yuan, up 6% year-on-year.
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