Year old at the beginning of last years of a dynasty or reign, meeting pork consumes busy season, pork is the main product in food basket, does price of near future pork have change?
1 consumption is pulled move countrywide pork price to rise continuously
In the morning at 9 o'clock, the reporter gives birth to bright supermarket to see in Beijing, pork bar gathered a lot of come round the consumer of the choose and buy.
Salesperson introduction, normally new year's day is mixed during the Spring Festival, it is the busy season that pork consumes, now everyday sale than going up the month increases 20% , the price also begins to rise after experiencing two many months to drop.
Ministry of transport of battalion of Beijing some supermarket staff member Home Cao is happy: Pork price rises 7 weeks continuously, accumulative total rises 20% the left and right sides.
According to introducing, last year December up to now, countrywide pork price appears concussion to rise situation, 2021 price of pork of whole nation of a week every kilograms 52.99 yuan, annulus is compared and be to rise compared to the same period.
This basically is southern market bloats dried meat enema is started in the round, add new year's day the festival is carried brace up, demand of consumptive terminal whole has bigger promotion. Additional, the market will be superintended to importing aspic to taste December last year more severe, the market is current little, partial aspic tastes demand to turn to domestic delicacy to taste, price of farther stimulative flesh rises. The reporter understands, while pork rises in price, live pig price also has go up apparently.
Shandong saves some farming herd company to sell chief Zheng thunder: New year's day arrives before the Spring Festival, it is live pig gives column fastigium, give column head number to be controlled in 1000 everyday. Live pig price is a kilogram 36 yuan, it is by November 2020 a kilogram 30 yuan.
The personage inside course of study expresses, as Spring Festival drawing near, demand promotion, predicting pig price still has rise likelihood, the consumption after the Spring Festival decreases, pig value is potential fall after a rise.
Abundant of Xia Chen of analyst of live pig of farming letter interconnection: Annulus of amount of livestock on hand of can numerous sow compared the share in November 2020 grow 3.8% , grow 31.2% compared to the same period, successive already 6 months are growing; Annulus of live pig amount of livestock on hand compares growth 4.3% , grow 29.8% compared to the same period, successive already 5 months are growing. Will for a long time look, live pig supply still can increase continuously 2021, pig price will approach normal level gradually.
Pork of 2 benefit from benefit from rises in price
Outstanding achievement of enterprise of live pig breed aquatics grows considerably
Pork rises in price, does the production that the enterprise breeds related run a state how?
In interview, the reporter understands, of price of near future pork rise, although be in each square anticipation, but rise of impetus still let a few controller that breed an enterprise suddenly feel accident, although they were increased answer produce strength, but the multiple effect that gets the respect such as epidemic situation, the supply of live pig still is put in certain breach.
Pig price rises let relevant live pig breed an enterprise to be benefited many. near future of state science and technology releases announcement to say, sold hog in December 2020 one million three hundred and forty-two thousand one hundred, annulus comparing grows 27.18% , grow 117.06% compared to the same period; Sales revenue 3.883 billion yuan, annulus comparing grows 1.40% . Grow 109.44% compared to the same period. Herd primary share December 2020 portion, sell hog 2.641 million, annulus comparing grows 27.2% . Among them to wholy-owned subsidiary limited company of food of herd raw meat sells hog 137 thousand. Company commodity pig is sold all valence achieved 30.15 yuan / kilogram, annulus comparing rose 14.55% .
Be worth what carry is, distributors of herd primary share tasted a pig 2019 ten million two hundred and fifty-three thousand three hundred, after realizing profit to grow considerably, establish of herd primary share more swift and violent 2020 outspread plan.
The personage inside course of study expresses, end of the consumption year ago is relatively exuberant to pork demand, the start working rate of butcher enterprise will promote 60% to 70% , pork market supply and demand two flourishing. After the section demand is attributed to insipid, supply also can decrease somewhat, two low circumstances issue supply and demand, the price will whole goes low.
Eminent starts analyst of information pork industry: Since 2019, our country live pig is produced can be in slow resumptive level, to the end of 2021, quantity of live pig amount of livestock on hand will restore 80% . Demand promotion range is narrow 2021, predict live pig and pork price will appear what drop continuously to go 2021 situation, all value will be overt under 2020.
Performance of 3 hog futures is low fan
Pork bear press be issued to lower levels
Last week 5, the hog futures that gets market personage attention fully hangs out his shingle in Dalian Commodity Exchange appear on the market. Two since appearing on the market nevertheless trade day, hog futures appeared relatively adjust substantially. Suffer this effect, a pork board piece also behave low fan.
Specific in light of, appeared on the market that day " live pig 2109 " " live pig 2201 " " live pig 2111 " breed of 3 futures contract encountered different level drop. To closing quotation when, drop be as high as 12.61% respectively, 15.83% , 15.99% .
11 days early dish, hog futures dish in weigh defeat to drop once more stop. Up to 11 days in the morning closing quotation. LH2109 of agreement of hog futures brunt still is in drop park position, it is 26030 yuan / ton, drop for 7.99% .
Be in harmony connects Wu Shu of researcher of industry of fund management limited company: Live pig amount of livestock on hand and amount of livestock on hand of can numerous sow are rising continuously, that is to say porky supply is rising continuously, because this is in pig price trend downward when, the price still is on the high side, the hog futures that appears two days this so falls greatly, it is to accord with expectant performance.
Of hog futures low confuse expression, also let whole pig industry board piece bear pressure. Up to this morning closing quotation, wind data shows, 2 trade recently day, accumulative total of pig estate index drops 6.3% . Specific in light of board piece inside 24 composition all appeared of different level drop, among them Jin Xinnong, state science and technology, new 5 abundant, nearly 2 trade day accumulative total drops to all be in 10% the left and right sides.
Be in harmony connects Wu Shu of researcher of industry of fund management limited company: Go downward in pig price when, gain of pig look forward to is potential bear pressure, but do not eliminate specific company to pass high grade manage, implementation gives column to measure considerably outspread, promoted profitability. But on whole for, still give priority to carefully.
Advocate sow judge quickly: Price of near future pork rebounds
With supply and demand two respects element is concerned
Recently of price of two months pork rebound, it is without doubt on one hand those who follow demand is seasonal increase about, but on the other hand, the personage inside course of study also points out, glide like what pork entrance measures, and the difficulty that microtherm weather increased live pig epidemic prevention, these rehabilitate that create end of live pig supply and produce can outspread, before the likelihood is inferior to everybody's anticipation.
Hog futures last week 5 just appear on the market, successive two trade day drops greatly, today dish in it is to drop more stop. This showed the market to pork price the big trend inside year is returned is be expected to fall, whole hog cycle looks from old structure, still be down.
Fleshy price is cheap, natural to consumer it is good news. But breed an industry to live pig, especially for bibcock enterprise, how to answer hog cycle to be down, make a very main task. Still be that word, want to satisfy the requirement of consumer namely, consumer besides it is cheap to think of to eat the flesh, still think of quality is good eating meat, be at ease the flesh.
To the bibcock enterprise of live pig breed aquatics, besides want ten million 100 plan control cost, enlarge is large-scale, much raise a pig besides, cure pig, production to go out even be at ease the flesh. Do this mean the poor dissimilation that should accomplish a product even the poor dissimilation of the brand? Mean should swim downward butcher, current link is outspread, extend business to exceed, sell field, report the channel such as business, carry consumption to receiving C directly then? If these can come true, can the gain stability of enterprise of bibcock of live pig breed aquatics get promotion? May the appraise value of capital market also be faced with heavy appraise? These need relevant enterprise and investor careful consider.
Origin: CCTV finance and economics
