Pig companies "kill pigs" to avoid danger, and some raisers have thrown 2 million piglets at the bottom!

 　　Pork, which has fallen for four consecutive months, has risen again
.
According to the monitoring of the Ministry of Commerce, from June 28 to July 4, the wholesale price of pork was 21.
21 yuan per kilogram, an increase of 8.
6%, the first rebound since late February
.
At the same time, the Ministry of Commerce, together with the National Development and Reform Commission and the Ministry of Finance, launched the 2021 central reserve pork purchasing and storage work.
The first batch of central reserve frozen pork of 20,000 tons has been auctioned for purchasing and storage recently
.
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　　When the market starts in the second half of the year, the price of pork has risen in stages and the boots of purchasing and storage have landed.
Whether the price of pigs will bottom out and rebound has attracted much attention in the industry
.
In Qingdao, there are already fattening pig farmers who are unable to restrain themselves, aiming at the end of the year to "buy the bottom" of piglets.
Some people have 4,000 piglets in 8 days
.
Wang Zuli, an associate researcher at the Institute of Agricultural Economics and Development of the Chinese Academy of Agricultural Sciences, believes that the overall pig price in the second half of the year should remain above the cost line, but the rebound height should not be too optimistic
.
Sqq China Feed Industry Information Network-Based on feed, serving animal husbandry

　　Meat prices "rebound" hard to stop the enthusiasm for consumption, butchers sell a pig a daySqq China Feed Industry Information Network-Based on feed, serving animal husbandry

　　The price of pigs has been "turning down" since the beginning of this year
.
In terms of pork prices, the latest weekly monitoring report on the ex-factory price of lean white striped pork released by the Ministry of Agriculture and Rural Affairs shows that it has dropped from 44.
36 yuan per kilogram at the beginning of the year to 22.
31 yuan, almost cut in half
.
The price of live pigs is even more fierce.
According to the market price changes of important means of production in the circulation field released by the National Bureau of Statistics, live pigs (external three yuan) have dropped from 36.
8 yuan/kg in early January to 13.
9 yuan/kg in late June.
Kilograms
.
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　　However, since late June, pig prices have quietly shown signs of "stopping falling"
.
The main live pig contract 2019 shows that after reaching the record low of 16,675 yuan/ton on June 22, it began to rebound gradually.
It rose to 19800/ton on June 28, and fluctuated sideways thereafter.
As of the 9th, it closed at 19165/ Tons
.
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　　“The front elbow is about 15 yuan per catty, which is a little bit up
.
” On July 10, Mr.
Zhang, a meat stall owner at a farmer’s market on Liaoning Road, North District, Qingdao, told reporters that the price was more than 12 yuan in the same period last month
.
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　　However, compared to last year's retail price of 20 or 30 yuan of pork, consumers are not sensitive to recent small fluctuations
.
“On average, one or two pigs can be sold every day
.
” Ms.
Song, the owner of a butcher shop on Huantai Road that provides pork enema service, told reporters that the summer was originally a low season for pork consumption, but this year due to lower meat prices, consumer demand is strong
.
In addition to daily consumption, customers also have a lot of demand for anti-season enema.
"Generally, it is the peak season for traditional enema before the Spring Festival, but it will start early this summer
.
We can fill 50 or 60 catties a day, and when it’s good, many customers do.
At least ten catties at a time
.
"Sqq China Feed Industry Information Network-Based on feed, serving animal husbandry

　　Not only in Qingdao, reporters found that on social platforms, "pork price cut citizens anti-season filling sausages" has become a frequent visitor across the country recently, and many consumers said that they came to "replenish goods" at low prices
.
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　　Pig raisers throw more than 2 million "bumper" pigletsSqq China Feed Industry Information Network-Based on feed, serving animal husbandry

　　Compared with the unabated enthusiasm of the consumer end, pig farmers have shown obvious differentiation in the follow-up direction of the "pig cycle"
.
In recent months, Lacey breeder Li Zonghui, who has nearly 10 years of experience in self-reproduction and self-raising of live pigs, has reduced the number of reproductive sows in the farm from 1,300 to 600, and has eliminated more than half.
"I am going to continue to reduce Up to 400.

" He told reporters that since late April, his pig farm has entered a loss period.
Currently, each pig has a loss of more than 300 yuan.
The cumulative loss of more than 1,000 pigs that have just been put out in June exceeds 230,000 yuan
.
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　　He doesn’t hold much hope for the room for this rebound.
“The price of pigs has recently been around 8.
2 yuan per catty, which has risen from the lowest price of 7 yuan in June, but it is still lower than my 9.
5 yuan breeding cost, and I still lose money.

"In his opinion, although the price of pigs has risen recently, the cost of breeding is also rising.
Taking full-price pig feed as an example, the price has increased by more than 200 yuan per ton compared with the beginning of the year
.
In addition, many new breeding farms were put into production at the high point last year.
Taking into account the production cycle of the self-reproduction model, subsequent production capacity is still to be released
.
In order to prepare for a protracted battle, he has recently returned to his old business, with experience in beef cattle breeding.
"Now there are 100 cows in the farm, and he plans to continue to increase
.
"Sqq China Feed Industry Information Network-Based on feed, serving animal husbandry

　　Some are hedging risks, and some have already begun to "buy dips
.
" "In the past half month, many piglets in the circle have been raised for five and a half months, and they will be marketed at the end of the year
.
My friend's 4,000-head factory is full in 8 days
.
" A source in the breeding industry told reporters about fattening.
For farmers, the current market price of 6.
5kg-7kg weaned piglets is around 550 yuan.
Although it is relatively low, it costs more than 2 million for four thousand pigs.
In the current market, it is not a small one.
Number
.
What's more, there may still be variables at the end of the year
.
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　　The average sales price of a number of listed pig companies in June "cut down" year-on-yearSqq China Feed Industry Information Network-Based on feed, serving animal husbandry

　　Greater variables exist in the capital market
.
Up to now, with the announcement of the sales of the top listed pig companies in June, the "semi-annual reports" of each company's live pig sales have gradually been announced
.
Among them, Muyuan shares and Zhengbang Technology ranked the top two in the industry in the first half of the year
.
According to the announcement, from January to June 2021, Muyuan’s cumulative sales of live pigs was 17.
437 million, an increase of 157.
1% over the same period last year; Zhengbang Technology’s cumulative sales of live pigs was 6.
9968 million, a year-on-year increase of 156.
72%
.
Sqq China Feed Industry Information Network-Based on feed, serving animal husbandry

　　While the production capacity has risen sharply, it has once again confirmed the decline in pig prices
.
Taking Zhengbang Technology as an example, the cumulative sales revenue from January to June was 17.
738 billion yuan, an increase of 65.
59% year-on-year, which was less than half of the increase in pig sales
.
During the period from March, although the average sales weight of commercial pigs rose from 126.
15 kg/head to 143.
61 kg/head in June, the average sales price of commercial pigs (after deducting piglets) fell from 24.
86 yuan/kg to 13.
66 month by month.
Yuan/kg
.
According to the company's reply on the interactive platform of the Shenzhen Stock Exchange, the complete cost of fattening the company's self-produced piglets in the first quarter of 2021 is about 21.
6 yuan/kg
.
This also means that declining pig prices are putting companies under tremendous pressure to penetrate the cost line
.
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　　Judging from the sales of live pigs in June, in terms of average sales price, the increase in the price of pigs that began in late June is difficult to reverse
.
The reporter combed and found that Muyuan, Zhengbang Technology, New Hope, and Tianbang shares all fell by more than 20% from the previous month, and fell by more than 50% year-on-year
.
In terms of sales revenue, although affected by sales volume factors, Muyuan shares, Zhengbang Technology, Wen's shares, New Hope, Dabeinong, and Jinxinnong all fell by more than double digits from the previous month
.
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　　How to reduce the cost of hog breeding has become the focus of investors' attention, and various listed companies have frequently thrown "reassurance"
.
Zhengbang Technology stated that the company is currently mainly committed to reducing breeding costs by improving production and operation efficiency, and the cost has dropped significantly in the second quarter
.
Muyuan Group stated that it hopes to reach the cost target of 14 yuan/kg in the fourth quarter of 2021 or in stages
.
Wen's shares stated that the company's current cost is a periodical abnormal fluctuation, and there is a lot of room for decline
.
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　　However, the impact of the "pig cycle" on stock prices is still immediate
.
As of the close of July 9, Muyuan shares, Zhengbang Technology, New Hope, and Tianbang shares have all fallen by more than 30% from the beginning of the year.
Among them, New Hope has fallen by more than 40% and Tianbang shares have fallen by nearly 60%
.
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　　"Slaughter pigs" hedging plans to be listed pig companies aiming at slaughterSqq China Feed Industry Information Network-Based on feed, serving animal husbandry

　　The pig price trend may also become an opportunity for the reshaping of the corporate structure in the industry chain
.
Official data show that Shandong's livestock and poultry slaughter companies have achieved annual operating income of more than 220 billion yuan, ranking first in the country
.
Among them, there are 319 pig slaughter companies
.
At the same time, strong slaughter capacity is a major feature of the livestock and poultry slaughtering industry in Shandong Province
.
Shandong Province has 17 national-level pig slaughter standardization demonstration enterprises, accounting for 1/5 of the country, and pork accounts for 30% of the Shanghai and Zhejiang markets
.
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　　In the A-share market, as the price of pigs fluctuated and declined this year, downstream slaughter companies ushered in favour
.
As a representative of listed companies in the Shandong sector, which accounted for nearly 70% of slaughter revenue, Longda Meat performed quite well.
Following a net profit increase of 276.
06% last year, the net profit in the first quarter of this year was 214 million yuan, a year-on-year increase of more than 50%
.
From April 9th ​​to June 1st of this year, Fu Xiaotong, the founder of Jinmanhui Investment, known as "Niu San", bought a total of 5,056,800 shares of the company, accounting for 5% of the total share capital, and is currently the company's No.
The five largest shareholders
.
Fu Xiaotong said that all the funds to buy Longda Meat come from its own funds, and the placard is based on the optimistic view of the development prospects of the listed company and the confidence in the sustainable and stable development in the future
.
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　　Not only investors, but the upstream and downstream extension of the industrial chain of pig breeding, including slaughter, has also become the "standard equipment" for pig companies to be listed in the near future
.
According to the reporter's incomplete statistics, 4 of the 5 pig companies that have submitted IPO applications, including Xinnong Technology, Zhengda, Yangxiang, Shiyang Agricultural Science, and Dekang Agriculture and Animal Husbandry, have involved slaughter projects in their prospectuses
.
Among them, although Xinnong Technology is not directly reflected in the fund-raising investment project, it has jointly established Jiangsu Longda Qinnon Food Co.
, Ltd.
through equity cooperation with Longda Meat, holding 49% and 51% of the shares respectively.

.
According to industry and commerce information, the establishment date of the company is September 24, 2020, and its business scope covers licensed items: food production; food business; pig slaughter
.
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　　Guohai Securities pointed out that in the short term, with the continuous recovery of domestic pig breeding capacity and slaughter volume, pig prices will gradually fall, which will help increase slaughter volume and profit margins, and benefit the development of the slaughter industry
.
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