Super thousands of housing enterprises behind pigs: is the house not good to sell, or pig

Recently, "more than 1000 housing enterprises to switch to pig farming" topic caused a heated debate.
, according to media reports, New Hope Group Chairman Liu Yongxuan said:
So today's real estate to do pig farming, we simply counted more than 1000 in the country."
" In fact, according to the Beijing News reporter learned that the current statistics of "real estate" and "pig farming" related registered enterprises, although more than a thousand, but the real line of "pig farming" is not much, the overall has not yet formed a major trend, still need a long-term wait and see.
industry said that "pig farming" is only a diversified business choice of housing enterprises, but housing enterprises across the border into the pig industry also need to guard against certain industry risks.
housing enterprises to switch to pig farming or pig enterprises cross the border to do real estate? With the pork market is good, the market is no longer Wenshi, Makhara and New Hope between the three enterprises "three kill", more and more enterprises to transform "pig", including housing enterprises.
recently, New Hope Group Chairman Liu Yong good a speech popular.
, according to media reports, Liu Yongxuan said: "Today the real estate to do pig farming, we simply calculated the country more than 1000."
", "more than 1000 housing enterprises to switch to raising pigs" on the hot search.
day eye inspection shows that China currently has more than 1400 enterprises operating scope of both "pig" and "real estate", and the status of the industry, survival, migration, relocation of enterprises.
, more than 60% of enterprises were established in the last 5 years.
geographical distribution, the number of related enterprises in Guangdong Province ranks first, accounting for 44% of the total number of related enterprises in the country.
companies with dual roles of "real estate" and "pig farming" are mostly strong.
from the registered capital point of view, the above related enterprises registered capital of more than 10 million yuan.
, nearly 90 per cent of enterprises are limited liability companies, mainly in the rental and business services sector (31.27 per cent) and wholesale and retail (25.41 per cent).
however, the industry pointed out that more than 1400 business scope contains both "pig" and "real estate" enterprises, down, can be divided into two categories, one is housing enterprises involved in pig industry, the other is from pig industry transformation to real estate.
, this does not mean that more than 1400 housing enterprises into the pig industry.
Pan Hao, a senior analyst at the shell research institute, further pointed out that compared with about 100,000 industrial and commercial registered real estate enterprises, even if the super-thousand housing enterprises and "pig farming" business-related, the proportion is only about 1%, the overall has not yet formed a big trend, still need to wait and see for a long time.
housing enterprises involved in the pig industry, the most cause of concern to the industry is Vanke.
Beijing News reporter learned that in March this year, Vanke officially set up a food business unit, the initial business development, the main layout of pig farming, vegetable cultivation, enterprise catering and other three areas.
on this basis, on May 7 this year, Vanke's official website released recruitment information shows that its food division to recruit pig farm development manager, general manager of the settlement pig farm, pre-settlement professional manager, development and construction commissioner, pig farm veterinarians and other positions, the workplace is in Shenzhen.
in the eyes of industry insiders, the move means Vanke officially began raising pigs and entering the food sector.
, Vanke's holding company invested entirely in a pig-breeding company.
recently, Vanke in the recruitment of small procedures, "Wan-Jun" released the recruitment of pig jobs information, and increase the Qingdao workplace, once again triggered a heated debate in the industry.
from pig-related industries to real estate, New Hope Group is a typical.
Beijing News reporter learned that the New Hope Group has entered the food fast-food, agricultural science and technology, real estate, health care, financial investment and other industries.
in the real estate sector, from the Krei monitoring data, in the first 11 months of this year, new hope real estate sales have reached 90.09 billion yuan, ranking 42nd in the country's housing enterprises; Equity sales of 48.33 billion yuan, ranked 53rd.
Housing enterprises really line "pig" is not many real, but the Beijing News reporter noted that the current statistics "real estate" and "pig" dual role of the relevant registered enterprises have more than a thousand, but the real line "pig" is not many real.
this year in the pig business has a "big move" is also The Rich Group.
According to the official website of the Ordos Municipal People's Government, on January 17 this year, the Quanger Flag People's Government and Fuli Group officially signed a contract in Kangbas on the whole industrial chain project of 1 million pigs, with a planned investment of 2.7 billion yuan. Covering an area of 7000 mu, the use of 4 years in warm water townships and other construction of pig breeding farms and 10 commodity pig fertilizer farms, feed processing plants, food processing plants and other projects, plans to reach production within 5 years, to achieve the effect of the entire industrial chain.
It is worth mentioning that Tianying also shows that Fuli Group's Guangzhou Tianying Garden Engineering Co., Ltd., the scope of business includes pigs, chickens, ducks, geese and other poultry breeding (all branches only).
and as early as May 2018, it was announced that it was openly recruiting pig-breeding experts.
, however, has been rarely mentioned in recent years, with more mentions of agriculture, including modern facilities agriculture, modern agricultural machinery, the Internet of Things and smart agriculture.
wanda, the reason for the previous plan to raise pigs, aimed at poverty alleviation, but later did not try.
Xinhua Beijing News reporter learned that in Wanda Danzhai poverty alleviation model, at first, Wanda plans to invest in the construction of 300,000 pig farms, and the construction of selenium zinc rice, selenium zinc tea processing plant, the formation of a brand, and then through various channels to promote to the country.
arguments, Wanda found that the three industries could not truly lift the local community out of poverty.
at that time, Wanda Group said that in the long run, poverty alleviation can not stay in the first industry, to Danzhai, for example, if the support of local agriculture, planting industry, a few years later may still be poor counties, but through tourism, the entire county can be transformed and upgraded, with the country to promote the transformation to consumer services fully consistent.
is also interesting, in fact, housing enterprises not only cross the border to raise pigs, but also cattle and so on.
2016, Evergrande announced that it would invest 300 million yuan to build more than 110 pig-based agricultural and animal husbandry bases in Guizhou.
However, according to the Beijing News reporter understand that then Evergrande in Guizhou to help build is not a pig breeding base, but cattle breeding base, and these industrial poverty alleviation projects have been completed after all free of charge to the local government.
in addition to engaging in real estate business, but also involved in the agricultural sector, into the cattle breeding industry.
may last year, the Group signed a strategic cooperation agreement with the People's Government of Guyuan City, Ningxia Hui Autonomous Region, with a plan to invest 1 billion yuan in the development of the guyuan livestock industry project.
, on September 8 this year, the Meat and Cattle Eco-Industrial Park in Fengxuan (Ningxia) was officially opened.
is understood that, as a key project of poverty alleviation collaboration between Yanning counterparts, the project includes forage cultivation, beef cattle breeding, deep processing of meat products and circular agriculture and other business areas.
the layout of the housing enterprise pig industry? The question is, why do housing enterprises lay out the pig industry across borders? Is it a bad house to sell now, or is pork too profitable? On October 17th, Vanke 2020 Northern Regional Media Exchange, Yu Liang responded to the pig hot news that Vanke entered the pig industry not because of "pig fat real estate thin", but because Vanke property platform did a good job, many people think of this platform to sell things, such as rice, noodles, oil, etc., "we say, or try it yourself."
Yuliang said that the pig business is part of the customer support, is a small attempt by Vanke, "customers need to do more, do not need to do less."
" Zhongyuan real estate senior market analyst Lu Wenxuan believes that pig farming has a cyclical, special period is worth investing in, and the recent Vanke layout in Shenzhen on the basis of Qingdao, may be a cost issue, or out of a south-north layout considerations, in order to form a stable model after expansion, spread operation.
, however, it is unclear whether it will become an important part of Vanke's business map in the future.
Pan Hao pointed out that from 2015 to 2016, the high pig price operation triggered a new round of pig investment boom, housing enterprises layout pig business, but also mostly from this time node.
, especially in the first half of this year, affected by the outbreak of swine fever and new crowns in Africa, there is still a certain degree of supply and demand gap in the pig market, pig prices continue to operate at a high level, thus attracting more market attention.
according to statistics from the Shell Research Institute, the gross margin of pig-breeding enterprises Wenshi, Makhara and New Hope in the first half of 2020 was 38.39 percent, 63.27 percent and 42.6 percent, respectively, up 31.69 percent, 58.93 percent and 23.56 percent year-on-year, respectively.
high profit and growth space make "pig farming" have a higher development value.
this comparison, the real estate industry in the first half of the average gross margin of 27.42 percent, and by the third quarter fell to 25.77 percent, the level of gross margin of housing enterprises collective decline has become an industry trend.
based on this, Pan Hao believes that the housing enterprises to high-value business layout in the rational.
In this context, Pan Hao said, such as Vanke and other housing enterprises have more about the "pig" business of the substantive action, and its own diversified development combined, in the "production city integration" and other related business areas, thereby seeking a long-term "pig farming" cause.
addition, China's pig long-term mainly scattered, low-scale, large-scale entry, is expected to enhance the pig industry scale, standardization and intelligence.
After the outbreak of swine fever in Africa, the relevant departments of the state to pig farming production to give more tilt policy, in Pan Hao's view, in addition to fiscal and tax subsidies, the flexible management of pig land, collective land, etc. is also to attract housing enterprises to enter the "pig" another main reason.
industry: housing enterprises diversified layout still need to guard against risks it is worth mentioning that the "strongest pig cycle" let the pig breeding industry on the wind, reaped dividends.
November 5th, the 2020 Forbes China Rich List was released, with 400 people on the list this year.
reporter noted that Henan's richest pig farmer Qin Yinglin family with a wealth of 147.46 billion yuan, ranked 14th in the list, more than many real estate tycoons.
in the eyes of the industry, "pig farming" is a diversified business choice of housing enterprises, however, housing enterprises across the border into the pig industry also need to guard against certain industry risks.
Pan Hao reminded that, in addition to the "epidemic" on the pig industry threat, compared with the real estate industry, pig business investment in the early stage, slow income, smaller revenue scale.
based on this, Pan Hao said, housing enterprises in the choice to enter this area, but also need to combine their own characteristics and development strategies, especially for small and medium-sized housing enterprises, should not blindly follow.
yan Yuejin also said that housing enterprises involved in the pig industry, should be combined with community and other projects, in addition, the pork market has a more obvious concept of "pig cycle", which is a follow-up enterprises need to guard against a major risk.
。