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01 corn, soybean meal prices, feed no resistance to the limit, in July feed enterprises twice raised prices pro-storage corn auction has been a continuous auction of 10 consecutive auctions, but also sold 2037 yuan / ton of the current highest price, spot corn prices are also all the way up, shandong parts have reached 2600 yuan / ton, soybean meal prices are also From the beginning of the month rose 200-300 yuan / ton, coupled with the feed ban has been limited to the beginning of July and the end of the feed enterprises have carried out two price increases, if the beginning of the month involved in the price of more varieties are pig and aquatic materials, then the end of the month is the whole variety of feed price increases, range of 50-100 yuan / ton.
specific price increases enterprises and varieties click on: corn more than 2400 yuan / ton, a new five-year price, soybean meal more than 3000 yuan / ton, July feed prices rose the highest 225 yuan / ton! 02 domestic and foreign corn price difference has been expanded to 638 yuan / ton, the United States corn inventory record edits 33 years of the highest level of national grain and oil information center data show that as of June 30, domestic and foreign corn price difference has been expanded to 638 yuan / ton. Yang Yantao,
, points out that the international corn market is well supplied and demand has plummeted, with U.S. corn inventories at their highest level in 33 years.
at the same time, the sharp decline in international crude oil prices, weaker ethanol demand, coupled with the outbreak caused transportation disruption, the joint suppression of international corn prices.
from the domestic point of view, first of all, domestic corn supply and demand tight, the gap in production gap to strengthen the corn price expectations.
, since the outbreak, domestic corn trade has been suspended, the phase of supply shortage caused by price increases.
again, as the domestic outbreak is under control, corn feed and processing demand continues to improve, corn starch enterprises started from 37% in February to 67% in May, corn demand is rising.
03 corn 10th auction rule "big" adjustment, two auction rule adjustment will bring about market cooling? On the evening of July 27, the National Food Trading Center website published a "huge" adjustment on the July 30th pro-storage corn auction rules.
is the trading capital, requiring a further 500 yuan / ton of payment, except for the margin, which means that the margin is equivalent to 720 yuan / ton.
this is nothing more than from the point of view of raising the cost of default to prevent default due to market fluctuations, of course, correspondingly raised the bidder's capital threshold. The second
is the eligibility of the transaction.
enterprises with cumulative turnover of more than 200,000 tons (inclusive) and the rate of clearance (acceptance confirmation /total transaction quantity) below the minimum outlet rate cannot participate in the current trading, and the time of statistics for the outlet rate is 17:00 every Tuesday.
this week's low outbound rate of 30 per cent, followed by a weekly increase of 5 per cent, at 17:00 on July 28th.
buyer's business must log in to the system prior to the transaction to confirm your participation in the current transaction.
three is the delivery of funds required bidders to bid within 7 days after the full payment, equivalent to the previous month interest-free period is not, but also from the market funds, improve the cost of the bidder's capital to do the article, and the first no difference.
before, corn trading rules in the 5th (June 24) auction has been partially adjusted, the range is not this big, mainly to increase the amount of corn auction margin (110 yuan / ton to 220 yuan / ton), not only to double the trading margin, but also the most important one is to shorten the auction after the payment time limit, from the previous 30 days to 20 days.
04 Brazil, Argentina refused to provide non-toxic proof, the argentine port for the first time found a new crown case, Brazil to China soybean ship confirmed 10 crew members from China's customs released the first half of the agricultural import and export data, of which soybean imports alone reached 45.04 million tons, accounting for 74% of the total grain imports in the first half of the year, June imports are a record monthly imports of 11.16 million tons.
imports of 10.51 million tons of Brazilian soybeans, up 18.6 percent from 8.86 million tons in May and up 91 percent from 5.5 million tons a year earlier.
but U.S. soybean imports were flat, down 56.5 percent from 614.8 million tons in the same period last year to 26.75 million tons, and 45.6 percent from 491.6 million tons in May.
in order to avoid the introduction of viruses from abroad and protect people's lives, China requires imported products to provide virus-free certification.
but it didn't take long for Brazil and Argentina, the first source of soybean imports, to refuse to provide this proof;
this is a new blow to global commodity trade.
Cofco group and U.S. agricultural firm Bungie's local factory was forced to close.
the United States took the opportunity to sign a treaty with us on proof of virus-free.
then shipped 15.77 million tons of U.S. soybeans to China, and the pressure on U.S. soybean stocks eased significantly.
The crew of a soybean cargo ship from Rio Grande do Brazil developed a new crown of pneumonia in mid-July, according to a July 30 report by Sina Financial.
it is understood that the ship's 10 crew members tested positive for the virus, the final destination for China's Shandong Yantai Port.
news from Yantai Port, Shandong Province, July 29, that China has taken action to strengthen nucleic acid testing of the crew of cargo ships arriving in Hong Kong.
as of July 26, the soybean ship also temporarily docked at Yantai port, and local authorities did not allow the ship to unload.
05 Guangdong: The price of pigs in the third quarter will break through the high of 40 yuan / kg, selling a pig can earn the profit of 10 pigs in 2018! Recently, the Guangdong Provincial Agriculture and Rural Affairs Department released the "First Half 2020 in Guangdong Province pig production and marketing situation analysis", analysis pointed out that, "self-breeding base profit growth is larger, slaughtering enterprises loss."
the first half of the year to benefit from high prices, the base column of commodity pig head output value reached 4487.2 yuan, the average gross profit of 2567 yuan, compared with the fourth quarter of last year increased by 40%, an increase of more than 2400 yuan, gross margin rate of 57%, in a high profit period, each column of a pig can get the profit of 10 pigs in 2018.
production enterprises made a large profit, but the circulation market slaughter enterprises are serious losses, mainly due to the low slaughter volume, resulting in low income, the first half of the near loss.
analysis forecast, the second half of the pig column price is still high operation, the overall supply is still tight, especially in July and August supply in a large shortage position, significantly lower than the first half of the average monthly level.
so the price of commodity meat pigs will have a large increase in the third quarter, the high point is expected to exceed 40 yuan / kg! 06 2020 the first half of the provinces can breed sow sow column, the northeast and southwest provinces pig production capacity to restore better at the end of June 2020 the national can breed sow column 36.29 million head, year-on-year For the first time, 5.49 million more than at the end of last year, has returned to 81.2% at the end of 2017, and the pig stock is close to the level of the same period last year, reaching 340 million, an increase of 29.29 million at the end of last year, equivalent to 77% of the end of 2017.
, the recovery of pig production capacity in the northeast and southwest provinces is relatively better than that of central, southern and eastern China provinces, on the one hand, because the northeast, southwest and other places are relatively small affected by the non-plague epidemic, on the other hand, thanks to the two-year recovery, expansion and financial preferential policies of support.
overall, the current recovery of pig production capacity in all provinces of the country is relatively good, or by the end of next year to the level of non-plague.
07 super 43 foreign meat enterprises were suspended from import in May, the official website of the General Administration of Customs at least 43 foreign meat enterprises / cold storage suspended imports to inform.
, more than half of foreign meat enterprises/cold storage for the independent suspension.
the number of suspended imports/cold storage in July reached 17, the highest in nearly two months.
countries, meat companies/cold storage from Argentina suspended imports the most, accounting for 20.93 percent, the most affected U.S., meat companies/cold storage suspended imports accounted for 2.33 percent.
from the meat situation, the suspension of imports of meat enterprises / cold storage, pork and beef enterprises / cold storage accounted for the largest share, reached 38% and 28% respectively.
08 Brazil has found a new variant of swine flu has been infected, experts say has the potential for a pandemic, according to Russia's satellite news agency july 28, Brazilian experts have discovered the previously unknown swine flu virus mutation, this mutation has the potential for a pandemic.
25 variants of influenza A(H1N2) virus have been detected worldwide since 2005, the variants found in the Brazilian city of Ibipola are different from those found earlier.
noted that the virus is genetically different from other pathogens of swine flu and is highly contagious.
Sikayla also said there had been one case of infection, which infected a 22-year-old female employee at a meat processing plant in the city of Ibibora.
the woman had mild symptoms, according to The Globe.
Sikayla believes that although no human-to-human phenomenon has been detected, the likelihood of human-to-human transmission may increase if the pathogen mutates further.
experts are currently studying some 3,000 biomaterial samples taken from residents of the area, who have tested negative for both the new coronavirus and other respiratory viruses.
09 new crown vaccine first share, the issue price of 209.71 yuan! CDC director has been vaccinated in july on the last trading day, "new crown vaccine first shares" Concino today officially issued in the co-creation board, with 209.71 yuan per share price hit the second highest issue price in history.
it is understood that The Institute of Bioengineering of the Institute of Military Medical Research of the Military Academy of Sciences jointly developed and recombined the new coronavirus vaccine (adenovirus vector), which was constructed using genetic engineering methods to replicate the defective human type 5 adenovirus as the vector, which can express the new coronavirus S antigen, which is intended to be used to prevent diseases caused by the new coronavirus infection.
According to the Northwest Metropolis News, Gao Fu, director of the China Center for Disease Control and Prevention, said at a web-based seminar recently that he had been vaccinated against an experimental new coronavirus. "I got one of those vaccines in the hope that it would work,"
said in a statement.
" he said he hoped the move would help build confidence in future vaccinations.
Gaofu says many people question the role of the new crown vaccine, "As a scientist, you have to be brave."
If we don't get vaccinated, how can we convince the world that everyone should be vaccinated?" 100,000 continents International, New Hope, Wenshi Food and other 9 agricultural and animal husbandry enterprises selected in the 2020 China Fortune 500 Chinese Network has just released the 2020 Fortune China 500 list, taking into account the performance and achievements of the world's largest listed enterprises in the past year.
total operating income of 500 listed Chinese companies this year reached Rmb50,500bn, up 11 per cent on last year, and net profit scored Rmb4,200bn, up more than 16 per cent from last year.
the annual revenue threshold for companies on the list this year is close to 17.8 billion yuan, up nearly 10 percent from last year.
China's GDP exceeded 99 trillion yuan last year, meaning that the combined income of the top 500 listed companies is still more than half of China's GDP.
, there are 9 agricultural and animal husbandry enterprises on the list, namely, Wanzhou International, New Hope, Wen's, Haida, Tongwei, Zhengbang, Merlin, Makhara, Yufeng, the current poultry enterprises are not on the list.... 11 New Hope to continue to increase pig farming, the proposed 5.371 billion yuan to build 17 pig breeding projects New Hope announcement, the company decided to continue to increase investment in pig farming business, in Jiangsu, Henan, Gansu, Shandong, Hebei, Chongqing, Guangdong, Zhejiang and other places to build 17 pig breeding projects, the total investment of the project is
5.37 billion yuan.
12 Haida's feed sales in the first half of the year 6.39 million tons, net profit increased by 60% YoY Haida Group issued a half-yearly report for 2020, achieving operating income of 25.886 billion yuan, up 22.89 percent YoY, and net profit attributable to shareholders of listed companies of 1.104 billion yuan, up 63.82 percent YoY.
feed sales of 6.39 million tons, up 19% YoY, to achieve feed sales gross profit of 2.4 billion yuan, up 18% YoY;
business realized revenue of RMB406 million, up 23.21% YoY; raw materials trading business realized revenue of RMB2.642 billion, down 3% YoY;
July 30, with the stock price to 64.18 yuan, Haida Group market value successfully exceeded the 100 billion mark, ushered in a successful listing after another historical moment.
.