In October, the feed production declined, and pigs earned two weeks, and the pig is really less?Official release warning
Introduction: The latest data on agricultural rural ministry shows that since March this year, the number of new piglets in the country’s large-scale pig farm is more than 30 million, and it is expected that fat pigs listed in the fourth quarter of the first quarter will also increase year-on-year. . The current farmers are the most important thing to adjust the capacity structure and reduce production costs. From the company’s announcement, the sales cost of listed pigs has also opened the gap. At present, the full cost of the pigs in the pastus has dropped to about 7.35 yuan / catties, and the complete cost of the new hope, Tianbang, Zhengbang is about 10 yuan / catties, and Wen is 11 yuan / catties …
Zhou Yang City Hotspot
01, animal feed costs 1.35, staged pig cost 5.1 yuan
Current pigs’ breeding cost has opened the gap. According to the data released by the listed pigs, there has been a complete cost of the pigs in the current pastoral commodity, and the full cost of the new hope, Tianbang, Zhengbang is about 10 yuan / catties, and Wen’s is 11 yuan / catties. .
On the investor’s interactive platform, the pasta represents the complete cost of the stage 13 yuan / kg as a struggle for 2022 cost ends. In addition, the Founder Group founded the stage of the pastoral cost in the President of the Pig Industry Association in Henan Province, at 5.1 yuan / catties.
Feed as a maximum cost of pigs, accounting for about 70% of the overall cost. Muyuan said in the investor interactive platform, the company adopted a variety of measures to reduce the cost of feed costs, and the cost of proportional feed prices. Including the development of the formulation according to the market market, the low corn bean formula, wheat, rice and soybean meal, etc. are promoted; according to the flexible adjustment of the feed raw material procurement strategy, reduce the purchase price; build the logistics and transportation platform; expand Diversified transportation channels such as public iron sea transportation reduces raw material transportation costs. At present, the weighted average cost of the company’s feed is around 2.7 yuan / kg.
02, pigs have earned two weeks! In October, the national pig feed production fell by 0.7% from October!
The latest data on the National Development and Reform Commission shows that in the second day of November, the national pig price is 5.4, and the annual increase is 5.88%. According to the current price and cost, the future pig breeding head is a profit of 154.20 yuan. After 23 weeks of pigs, they have earned two weeks. At present, the supply and demand game is fierce, and it is expected that short-term pig prices or continues to be slightly consolidated, and pigs are expected to be slightly possible. China Feed Industry Association released the report of \”National Feed Production Situation in October 2021\”. The data shows that in October, the national pig feed output is 10.91 million tons, which is 0.7% compared to 10.99 million tons in September 2021.
03, agricultural rural department: live pig supply relative excess situation will continue
10The rise in pig prices later in the mid-month is mainly the pulling of consumption, and the supply of pork is not reduced. Under the stimulation of low-priced pork, the market is marina, product, storage, etc. in the middle of October increased significantly. From the view, the number of pig slaughters in the national scale slaughter enterprises has reached 30.23 million in October, an increase of 111% year-on-year, which is 5.14 million in September. The breeding field has been re-stationed, and the trend of this rising will continue?
According to the monitoring of agricultural rural parts, since March this year, the number of new piglets in the national scale pig farm has more than 30 million, and continued to grow, these piglets are more than 6 months will become a fat pig. Listed, it is expected that the fat pig listed in the fourth quarter of this year will be significantly higher than that of the first quarter of the first quarter.
From the perspective of production, in October, the country’s domestic pig stocks are 43.48 million, 6% more than 41 million normal insurance. It is now desirable to have a certain effect, and it is possible to adjust the normal inventory to normal. It is expected that it can be adjusted to the appropriate level in the first quarter of next year.
Source: Types of Treasures Since Agricultural Rural Department, Feed Industry Information Association, each company announcement, etc.