[News concentrate 44] "Pig King" cost 5.1 yuan attracts attention, Wen's attracts investment giants 1 billion

　　1.
Muyuan's comprehensive cost is 5.
1 yuan/catties, and the low market may last for 5 yearsZE5-，

　　Recently, the office meeting of the president of the Henan Pig Industry Association was successfully held in the Yellow River Guest House in Henan Province
.
Chairman Qin Yinglin shared the cost control of Muyuan Food Co.
, Ltd.
-low protein diets and the development trend of pig herd growth performance over the past few decades
.
President Qin said: The 170-day-old body weight of the 3800 heads of Muyuan reached 170kg, the average feed-to-meat ratio was 2.
4:1, and the overall cost was 10.
2 yuan/kg
.
Muyuan's pig production performance is far ahead, leading the pig industry in Henan Province to a higher level, and is a benchmark enterprise in the entire pig industry
.
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　　Muyuan said on the investor interaction platform on October 28 that the feed-to-meat ratio in the fattening stage of the company is currently around 2.
9
.
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　　Executive Chairman Wang Xiaolong made a speech on the market and association issues
.
He said that the market is very important.
This low market may last for 5 years, but the most important thing is the cost competition.
Even if the price of a pig is 8 yuan, most companies may still lose money
.
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　　2.
The performance of pig enterprises is too "hips": the highest 9 months of losses have lost 10 years of profitsZE5-，

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　　The pig-raising companies as a whole "pulled the hips", and the "Pig King" Muyuan shares failed to take care of themselves
.
Its net profit attributable to the first three quarters fell 58.
53% year-on-year, from 20.
988 billion yuan in the same period in 2020 to 8.
704 billion yuan .
ZE5-，

　　This is especially true for Zhengbang Technology.
The first three quarters are expected to lose 6.
95-7.
95 billion yuan, and the total net profit for the four years from 2017 to 2020 is only 8.
1 billion yuan.
This loss is all over
.
ZE5-，

　　Wen's net profit loss in the first three quarters was 9.
701 billion yuan
.
Among them, the company's third quarter net profit loss was 7.
204 billion yuan
.
ZE5-，

　　Xie Yongdong, vice president of Shenzhen Jingji Intelligent Agriculture Times Co.
, Ltd.
: If you can use a simple sentence to summarize the situation of this industry, it is miserable with only one word
.
Because all companies are at a loss, and are in a state of huge losses, some companies have basically lost their profits for the past 10 years in 9 months
.
ZE5-，

　　3.
Wen's stock lost 7.
2 billion yuan in a single quarter, but it attracted 1 billion yuan to sweep the goods from the reverse investment giantZE5-，

　　On the evening of October 27, Wen's Co.
, Ltd.
released its third quarter report for 2021.
The company suffered a substantial loss in the third quarter, with operating income of 15.
939 billion yuan, a year-on-year decrease of 18.
2%; net profit loss of 7.
204 billion yuan
.
The company achieved operating income of 46.
576 billion yuan in the first three quarters, down 16.
01% year-on-year; net profit loss was 9.
701 billion yuan, which turned from profit to loss year-on-year
.
This is the company's most loss-making quarter since it went public in 2015
.
ZE5-，

　　In the face of Wen's huge loss of 9.
701 billion yuan in the first three quarters of its tragic performance, the list of its top ten tradable shareholders suddenly appeared in the products of Feng Liu, a well-known private equity fund manager
.
Feng Liu is well-known for reverse investment.
His representative work is Gaoyi Linshan No.
1 Yuanwang Fund's list of the top ten tradable shareholders of Wen's shares and ranks the fifth largest tradable shareholder
.
ZE5-，

　　Specifically, as of the end of the third quarter, Gaoyi Linshan No.
1 Yuanwang Fund held 71.
5 million shares of Wen's shares, corresponding to a market value of about 1.
035 billion yuan, accounting for about 1.
48% of the outstanding A shares
.
In addition, Hong Kong Securities Clearing Co.
, Ltd.
(Beijing Capital) increased its position in 9,944,500 shares, and natural person shareholder Wen Yaoguang slightly increased its position in 10,000 shares
.
ZE5-，

　　4.
"Pig boss" Muyuan shares cannot escape losses, slowing down expansion and reducing costs to cope with low pig pricesZE5-，

　　In order to cope with the pressure of funds and liabilities, on October 19, Muyuan Co.
, Ltd.
announced the non-public issuance of A shares in 2021.
It plans to issue no more than 149 million shares of non-public shares, all of which will be subscribed by the controlling shareholder Muyuan Group, and the subscription amount shall not exceed 60.
100 million yuan
.
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　　In addition to the fixed increase, Muyuan is still adopting a variety of financing methods to ease funding pressure
.
On October 23, Muyuan said that the China Interbank Market Dealers Association decided to accept the registration of Muyuan’s 10 billion ultra-short-term financing bonds.
The registration limit is valid for 2 years and is jointly underwritten by China CITIC Bank, Bank of Communications and China Merchants Bank
.
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　　At the same time, Muyuan started to slow down the pace of capacity construction
.
Muyuan shares in the investor activity record released on October 20th that the company has increased its management of new and under-construction projects, and suspended construction of non-essential construction in progress with slow progress, and for projects with fast construction progress.
Implementation of one matter, one discussion, but except for individual projects that have been adjusted due to major changes in objective conditions, there is no abandonment of construction projects that have already started
.
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　　5.
Beijing revised its live pig regulation plan and will launch the second round of temporary reserve purchasing and storage in the near futureZE5-，

　　Recently, a pig regulation plan occurred in Beijing's revision and printing.
One major change in the new version of the "plan" is to adjust the warning interval, refer to national standards, set a reasonable warning value, distinguish between excessive drop in live pig prices and excessive increase in pig prices, and set up a three-level warning interval
.
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　　When the price of pig food is between 6:1 and 9:1, no warning is given, leaving room for the market to adjust spontaneously
.
In the case of excessive decline, the Beijing Municipal Development and Reform Commission will issue a three-level warning when the pig-to-food price ratio is below 6:1; when the pig-to-food price ratio is between 5:1 and 6:1 for three consecutive weeks, a second-level warning will be issued; When the grain price ratio is lower than 5:1, a first-level warning will be issued
.
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　　In the case of excessive increases, when the pig-to-food price ratio is higher than 9:1, the Beijing Municipal Development and Reform Commission will issue a three-level warning; when the pig-to-food price ratio is between 10:1 and 12:1 for two consecutive weeks, or the retail price of lean meat is flat during the week When the average price increase is between 30% and 40% year-on-year, a second-level warning is issued; when the price of pigs and food is higher than 12:1, or the average price of lean meat for the week has increased by more than 40% year-on-year, a first-level warning is issued
.
ZE5-，

　　According to the "Preplan", from October 18 to 24, the ratio of pig food in Beijing was 4.
26:1, which entered the first-level warning area of ​​excessive decline.
The joint force of the reserve pool is to promote the return of the price level of live pigs to a reasonable range, and promote the long-term stable operation of the live pig market
.
ZE5-，

　　6.
The new standard of "Feed Ingredients and Fish Meal" (GB/T 19164-2021) is released!ZE5-，

　　On October 11, 2021, on the occasion of the 52nd World Standards Day, the State Administration for Market Regulation (National Standardization Administration) approved the release of the newly revised national standard-"Feed Ingredients and Fish Meal" (GB/T 19164- 2021)
.
ZE5-，

　　The new standard is a revision of the GB/T 19164-2003 edition.
On the basis of the original standard, a wide range of adjustments have been made to the technical content:ZE5-，

　　Modified the grading indicators of red fish meal and white fish meal, increased the technical requirements for fish steak meal, increased the proportion of 17 kinds of amino acids in crude protein, the proportion of glycine in 17 kinds of amino acids, the proportion of DHA and EPA in total fatty acids, and the proportion of malondialdehyde.
For aldehyde content and related test methods, the index items such as crude fat and methionine were deleted, and the test methods for sand content and volatile basic nitrogen were modified
.
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　　The new index system classification is more reasonable and scientific, and more maneuverable.
It will play an active role in effectively identifying the quality of fishmeal, preventing adulteration, and letting the real good fishmeal stand out
.
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　　7.
The 2021 Hurun Report is released.
What changes will happen this year?ZE5-，

　　Hurun Research Institute and Hengchang Shaofang, a high-end sauce-flavored liquor brand, jointly released the "2021 Hengchang Shaofang·Hurun Report"
.
This year is the 23rd consecutive time that the Hurun Research Institute has released the "Hurun Rich List" since 1999, and the entry threshold has remained at 2 billion yuan for the eighth consecutive year
.
ZE5-，

　　According to the statistics of the list, China Feed Industry Information Network has the following changes:ZE5-，

　　1.
Number of people on the list: Affected by the downturn in the aquaculture industry and business losses, the wealth of the rich has also shrunk sharply.
This year, there are 38 rich people in the agriculture and animal husbandry list.
Last year there were 42 people, 4 less than last year
.
It can also be seen from their rankings that, with the exception of Eastern Hope and Tongwei, the rankings of other companies have declined compared with last year
.
The wealth of Tongwei Liu Hanyuan, which focuses on photovoltaics, doubled from 63 billion yuan to 125 billion yuan; Oriental hopes that the wealth of Liu Yongxing and his son will increase from 110 billion yuan to 130 billion yuan
.
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　　2.
Top three: This year's top three are Muyuan, Oriental Hope and Tongwei.
New Hope dropped from second to fourth, and Tongwei jumped from fourth to third
.
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　　3.
Wealth: The wealth of Qin Yinglin, Liu Yonghao, Lin Yinsun, and Xue Hua decreased by 30 billion yuan, 55 billion yuan, 10 billion yuan, and 1.
5 billion yuan respectively from last year
.
ZE5-，

　　4.
New to the list: Shennong He Zuxun, He Qiaoguan, fellow Ji Shu Xiaolong, Dong Xue and his wife, Dong Rui Yuan Jiankang, Ye Aihua and his wife, Minhe Sun Ximin, and Sun Zhashang are newly added to the list this year
.
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　　5.
The number of companies on the list: Wen is still the same as last year, with 9 people on the list; Haida dropped from 6 last year to 5 this year; Muyuan dropped from 3 last year to 2 this year, and New Hope dropped from 3 last year.
It has dropped to 1 this year, and Zhengbang has also dropped from 2 last year to 1 this year
.
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　　6.
VTR, Xiangjia shares, and Hefeng are not on the list this year
.
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