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In 2022, the breeding end will continue to reduce costs and increase efficiency, and with the downward pig cycle reaching the bottom, breeding costs will basically drop to a low level
.
Subsequently, the pig price bottomed out and rebounded to bring a profit period for the farmer, but considering the poor profit at the slaughtering end, the breeding enterprise may continue to stabilize production while continuing to expand the slaughtering sector at the same time to achieve the landing of the early increase in production
.
The cost of breeding continues to fall, and the gap in weight costs is small
Affected by feed prices and dead panning rate, the cost line of pigs of different weights in the past five years has mainly risen first, then fell and then risen, mainly divided into two stages
.
The first stage: January 2018 to mid-March 2021 is dominated
by continuous increases.
Mainly considering the rising feed cost, and the increase in the death rate affected by African swine fever, and considering the empty slaughter of breeding enterprises, the cost line of pigs by weight has continuously risen to more than
17.
0 yuan/kg.
The second stage: from mid-March 2021 to October 2022, the decline speed of pig prices in the early stage exceeded expectations, and the cost line fell slightly in order to avoid risks and quickly reduce costs and increase efficiency
.
However, the high level of feed costs fluctuated, forming a favorable support, and the cost line by weight rose again in the later period
.
From the comparative trend analysis of the cost line by weight, the cost line of 100 kg is generally higher than the feeding cost line of 120 kg and 140 kg, while the cost line of 120 kg and the cost line of 140 kg are highly consistent
after February 2022.
In the early part of 2022, due to a large reduction in the production of retail investors, the main source of fat pig supply, fat pigs rose ahead of time, and the price spread of fat standard pigs turned positive
in advance.
After July, the gap in weight cost line is small, on the one hand, it stimulates secondary fattening customers to actively replenish the supply of about 100 kg of standard pigs, and on the other hand, the source of pigs is pressed to increase the weight to more than 140 kg out of the slaughter
.
When the profit period comes, aquaculture enterprises may steadily extend downstream
In 2022, the cost of breeding continued to decline, compared with the pig cycle in previous years, the average weight of pig trading did not fall below 125 kg, and the lowest in the year was 125.
66 kg, while the average price of pig trading began to rise continuously after falling to a low level and bottoming stage from January to March, but did not achieve the overlap of the upward cycle and the profit cycle
.
From the comparison chart between the 120 kg cost line and the average pig trading price this year, the pig price only rose above
the cost line in mid-June.
With the active replenishment of secondary fattening and the overall pen, the average pig price began to rise continuously after standing at 15.
0 yuan / kg, and once exceeded 25.
0 yuan / kg, although it ended the rally before touching 30.
0 yuan / kg and began to turn down, but the cumulative profit period of 6.
5 months also brought the average profit of 886.
64 yuan for the farmer, and also prepared the conditions
for the expansion of breeding enterprises.
However, considering the sudden rise and fall of pig prices more and more frequently, bullish and bearish expectations are amplified, which is not conducive to slaughtering enterprises to lock in profits in stages, for some breeding enterprises with self-built slaughterhouses, the overall profitability of the slaughtering end in 2022 is not good, which also hinders the pace
of expansion.
2023 is a year when the pig cycle may reverse, and breeding enterprises are currently stable in large-scale production, and synchronous development of downstream is still a top priority
.
;
;In 2022, the breeding end will continue to reduce costs and increase efficiency, and with the downward pig cycle reaching the bottom, breeding costs will basically drop to a low level
.
Subsequently, the pig price bottomed out and rebounded to bring a profit period for the farmer, but considering the poor profit at the slaughtering end, the breeding enterprise may continue to stabilize production while continuing to expand the slaughtering sector at the same time to achieve the landing of the early increase in production
.
The cost of breeding continues to fall, and the gap in weight costs is small
The cost of breeding continues to fall, and the gap in weight costs is smallAffected by feed prices and dead panning rate, the cost line of pigs of different weights in the past five years has mainly risen first, then fell and then risen, mainly divided into two stages
.
The first stage: January 2018 to mid-March 2021 is dominated
by continuous increases.
Mainly considering the rising feed cost, and the increase in the death rate affected by African swine fever, and considering the empty slaughter of breeding enterprises, the cost line of pigs by weight has continuously risen to more than
17.
0 yuan/kg.
The second stage: from mid-March 2021 to October 2022, the decline speed of pig prices in the early stage exceeded expectations, and the cost line fell slightly in order to avoid risks and quickly reduce costs and increase efficiency
.
However, the high level of feed costs fluctuated, forming a favorable support, and the cost line by weight rose again in the later period
.
From the comparative trend analysis of the cost line by weight, the cost line of 100 kg is generally higher than the feeding cost line of 120 kg and 140 kg, while the cost line of 120 kg and the cost line of 140 kg are highly consistent
after February 2022.
In the early part of 2022, due to a large reduction in the production of retail investors, the main source of fat pig supply, fat pigs rose ahead of time, and the price spread of fat standard pigs turned positive
in advance.
After July, the gap in weight cost line is small, on the one hand, it stimulates secondary fattening customers to actively replenish the supply of about 100 kg of standard pigs, and on the other hand, the source of pigs is pressed to increase the weight to more than 140 kg out of the slaughter
.
When the profit period comes, aquaculture enterprises may steadily extend downstream
When the profit period comes, aquaculture enterprises may steadily extend downstreamIn 2022, the cost of breeding continued to decline, compared with the pig cycle in previous years, the average weight of pig trading did not fall below 125 kg, and the lowest in the year was 125.
66 kg, while the average price of pig trading began to rise continuously after falling to a low level and bottoming stage from January to March, but did not achieve the overlap of the upward cycle and the profit cycle
.
From the comparison chart between the 120 kg cost line and the average pig trading price this year, the pig price only rose above
the cost line in mid-June.
With the active replenishment of secondary fattening and the overall pen, the average pig price began to rise continuously after standing at 15.
0 yuan / kg, and once exceeded 25.
0 yuan / kg, although it ended the rally before touching 30.
0 yuan / kg and began to turn down, but the cumulative profit period of 6.
5 months also brought the average profit of 886.
64 yuan for the farmer, and also prepared the conditions
for the expansion of breeding enterprises.
However, considering the sudden rise and fall of pig prices more and more frequently, bullish and bearish expectations are amplified, which is not conducive to slaughtering enterprises to lock in profits in stages, for some breeding enterprises with self-built slaughterhouses, the overall profitability of the slaughtering end in 2022 is not good, which also hinders the pace
of expansion.
2023 is a year when the pig cycle may reverse, and breeding enterprises are currently stable in large-scale production, and synchronous development of downstream is still a top priority
.
.
