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养殖户苦尽甘来 养猪业仍存隐忧

来源: 赤峰和美嘉科技有限公司  点击: 发布时间:2015-8-3

      今年生猪市场利好不断,“苦尽甘来”4个字,道出了当前全国养猪户的心声,但国内养猪业仍然问题很多。每逢行情看好,散户就大量涌入,导致产能迅速过剩。由于我国生猪养殖业规模化、集约化、自动化水平低下,国内猪价长期大幅高于国际市场,进口猪肉也将冲击国内市场——
  “每出栏一头250斤的毛猪,净赚700元。连续亏了好几年,现在总算苦尽甘来。”8月2日,湖北省蕲春县刘河镇振龙实业公司董事长胡基振对《经济日报》记者说。
  农业部畜牧业司对全国480家集贸市场的监测数据显示,7月最后一周,全国生猪和猪肉每公斤均价为17.51元、26.76元,分别连续19周和18周上涨,累计涨幅分别高达44%和26%。
  猪价呈恢复性上涨
  过去3年,国内猪价持续低迷,去年3月份以后,大户减产、散户退出,供给减少,猪价恢复性上涨
  今年猪市利好不断。一方面是猪价上涨,另一方面是饲料价格下跌。
  众所周知,饲料占养猪成本的绝大部分。作为猪饲料主要成分的玉米、豆粕,最近一年时间价格一直低迷。
  胡基振的公司目前存栏5000头生猪,每月出栏1000头,光饲料钱每天就是一笔不菲的费用。“去年7月份,每吨饲料玉米进价2860元、豆粕进价3800元,现在玉米只要2720元,豆粕才2870元。”摊开账本一比对,胡基振发现,饲料价格下跌,实打实为他省了一大笔钱。
  业内将猪粮比(猪肉与主要饲料玉米的比价)作为评价猪肉价格是否合理的重要参考依据:6∶1为平衡点,低于此点为亏损,高于此点为盈利。农业部数据显示,7月最后一周,全国猪粮比为7.09∶1。养猪户目前利润相当可观。
  “猪价上涨属于恢复性的。”农业部市场司一位负责人如是说。
  之所以说是恢复性,是因为过去3年猪价持续低迷,全行业长期重度亏损。
  “养了15年猪,去年那样的行情从没见过。每公斤毛猪,各项成本要12.8元,收购价才9.6元。每出栏1头毛猪,要净亏损320元。”胡基振说。
  农业部监测数据显示,自2012年2月起,猪价进入下跌周期。到2014年3月,猪粮比跌破5∶1重度亏损警戒线。
  猪价大幅低于养殖成本,导致养殖户大幅削减存栏量。国家统计局最新发布的数据显示,今年上半年,全国猪肉产量2574万吨,同比下降4.9%。胡基振原本养了1万多头猪,到今年6月初只剩下5000头。“刘河镇以前存栏几百头的养猪户有几十家,到去年年底,几乎全关门退出了。”
  “本轮猪价上涨与以前不同。上两个上升周期,猪肉供应下降而消费稳中略增;本轮猪价上涨是由于猪肉供应降幅高于消费降幅造成的。”农业部市场预警分析师、中国农业科学院农业信息研究所国际情报研究室副研究员朱增勇说。
  “今年上半年,居民猪肉消费受宏观经济增速放缓等因素影响而趋降。生猪供应降幅则更大。上半年规模以上定点屠宰企业屠宰量10682万头,同比降10.0%,连续两个月环比下降,连续4个月同比减幅超过14%。”朱增勇说。
  去年3月份以后,养猪行业持续重度亏损,导致大户减产、散户退出,随着供给显著减少,猪价难免要恢复性上涨。
  未来一年行情偏暖
  8月份以后,生猪出栏和能繁存栏有望恢复性增加,未来一年生猪养殖将总体处于较好的盈利期。
  虽然今年上半年猪价稳步上涨,但北京新发地农副产品批发市场统计部经理刘通对短期行情并不看好。“从新发地市场近几年肉价的走势来看,每年立秋之前,由于人们有‘贴秋膘’的习惯,猪肉价都会冲高。立秋后,肉价反而有所下降。”
  北京新发地7月第3周日均上市1771.14头,比第2周的1697.43头增长了4.34%,增加的幅度比较明显。“这表明:毛猪产能虽然明显下降,但是下降后的产能并没有造成供应的显著短缺。”
  业界专家虽然对近期行情略看空,但对未来一年则较乐观。
  “养猪行业盈利良好的形势可能将一直持续至2016年下半年。”朱增勇说。从生猪供应看,短期内猪源紧张的局面难以改变。虽然在生猪行情带动下,养殖户补栏积极性增加,生猪存栏开始增加,但2014年下半年能繁母猪存栏快速下降,将会影响之后12个月生猪出栏量,供需偏紧局面将会一直持续至2016年下半年。
  今年4月以来,生猪价格持续上涨,养殖户补栏积极性较高,尤其是5月份,仔猪销售明显增多。按生猪生产正常规律推算,5月份销售的仔猪要到10月份出栏;5月份补栏的成熟后备母猪,其生产的仔猪至少要在2016年的3月份才能出栏。“正常情况下,今年第三季度猪价有望持续小幅上涨。10月份后生猪价格会有震荡,但幅度不大,总体向好。2016年二季度,生猪出栏相对减少,价格预期继续看好。”朱增勇说。
  去年3月,猪粮比跌破“5∶1”的重度亏损警戒线后,本地不少养猪场倒闭,胡基振低价收购了上千头中猪(35千克-60千克)。原想等行情好时多回点本,谁知行情越来越差,扛到10月后,他只得全部卖出,每头亏了七八十元。近来行情走好,对于是否大幅扩产,胡基振和同行们仍心存疑虑。
  “在经历两次生猪市场价格大幅波动后,养殖者补栏比较理性。今年8月份以后,生猪出栏和能繁存栏有望持续恢复性增加,但猪价不会出现大幅上涨,未来一年生猪养殖将总体处于较好的盈利期。”朱增勇说。
  养猪业仍问题多多
  猪价上一轮持续3年惨烈下跌,表面上看是产能过剩,实质上是因为国内养猪业生产落后、大而不强
  通常来讲,养殖规模越大,成本越低,但实际上,国内大规模养猪场,养殖成本竟然显著高于中小养猪户。据测算,当前中小养殖场每斤白条猪养殖成本只要5.7元,大养殖场则要6.8元或更高。
  “成本高有几个方面的原因,比如,大养猪场饲料全靠采购,小养猪场饲料可以自配,可以农牧结合;大养猪场有设备折旧、贷款利息,小养猪场几乎没有;大养猪场要雇佣不少工人,小养猪场多是家庭经营。”中国农业科学院农业经济与发展研究所研究员王明利说。
  不过,最主要的原因是,国内大养猪场普遍依赖手工喂养,自动化水平极低。
  “不是不想自动化,是实在用不起。”胡基振曾做过市场调研,发现如果自动化改造,万头猪场至少要先期投入1400万元。“不算饲料、管护成本,光银行贷款利息每年就比人工工资高出很多倍。”既然用人工比用机械成本低很多,那还是用人工生产划算。胡基振雇佣了26人,人均月工资3000元。“单月工价水平只要不高于7000元,人工就比机械划算。”
  国家统计局数据显示,我国2014年末生猪存栏46582.74万头,名列世界第一,但猪场总数约6713.7万个,99头以下规模占比高达50%。美国生猪存栏6600万头,虽然排名世界第二,但全国猪场才7.1万个,5000头以上规模占60%。美国猪肉生产商史密斯菲尔德食品公司,每年生猪存栏1500万头,一年屠宰2700万头,平均每天宰杀生猪就达8万头。规模化、集约化大大降低了其生产成本,提高了其抗风险能力。
  猪价上一轮持续3年的惨烈下跌,表面上看是因为产能过剩,实质上则是因为国内养猪业生产落后、大而不强。
  以前,由于国内养猪大户大而不强,每逢养猪行情看好,散户就大量涌入,导致产能迅速过剩。如今猪价大涨,效益可观,散户迟早将大批入场,行业前景堪忧。
  堪忧的不仅是散户的大批盲目入市,还有国际廉价猪肉的强大压力。多年来,由于生产效率低下,国内猪价长期大幅高于国际市场。今年国内猪价大涨,内外差价更加悬殊。
  海关数据显示,今年1至6月,我国进口猪肉31.99万吨,同比增长7.6%;生猪产品进口70.65万吨,同比增长3.4%。在国际经济日益一体化的今天,国际和国内猪价不可能长期相差悬殊。对此,业界必须有清醒的认识。
  要防止廉价进口猪肉冲击刚刚回暖的国内猪肉市场,就必须尽快提高国内养猪业自动化、现代化生产水平。国家可考虑建立专项基金,在养殖大户实行自动化、现代化改造时,给予贷款贴息。
  北京新发地7月份最后一周的数据显示,白条猪日均上市量为1695头,比第3周减少4.30%,是近一个月上市量最少的1周。“出现这种情况主要是因为肉价过高,已经对消费产生了抑制作用。生猪价格上涨过快,开始挤压流通环节的利润。由于担心客户流失,猪肉商户不敢同步大幅提价。上周北京新发地商户每销售1扇白条猪(半头猪),平均只能获1元多一点的毛利,有的商户甚至开始赔钱。”刘通说。
  国内养猪业虽然苦尽甘来,但离持续健康稳定发展的好日子还有距离。




The English version

Good pig market this year, "after" four words, says the current farmers across the country, but the domestic pig industry is still a lot of problem. Every market, retail investors will influx, leading to excess production capacity rapidly. Because our country pig breeding scale, intensive, automation level is low, domestic prices significantly higher than the international market for a long time, pork imports will also impact the domestic market --

"Each such a 250 jins of pigs, netted $700. Losing money for several years in a row, now no sweet without sweat." On August 2, hubei qichun LiuHe Town vibration dragon industrial company chairman Hu Jizhen said on economic daily news.

480 the ministry of agriculture animal husbandry department of the national market, according to monitoring data of the last week of July, the pig and the average price of 17.51 yuan, 26.76 yuan per kilogram of pork, for 19 weeks and 18 weeks rose respectively, have gained up to 44% and 44% respectively.

Prices are restorative rise

Over the past three years, the domestic prices remain low, in March of last year, after a large production, retail, reduced supply, prices rise in restorative

This year the pig city is good. On the one hand, prices rise, on the other hand is a feed prices.

As is known to all, for the most part of the cost of pig feed. As a main composition of pig feed corn, soybean meal, price of recent years has been sluggish.

Hu Jizhen company the amount of 5000 pigs, monthly output 1000 head, light feed money every day is a significant cost. "Last year in July, feed corn purchase price 2860 yuan per ton, soybean meal purchase price 3800 yuan, now corn as long as 2720 yuan, soybean meal only 2870 yuan." Open books than, Hu Jizhen found that feed prices, hard to save a large sum of money for him.

Industry will than pig food (pork) against the main feed corn as an important reference for evaluation of pork price is reasonable: 6:1 is the balance point, below this point loss, higher than this point for a profit. In July, according to data from the ministry of agriculture last week, the national pig grain ratio was 7.09:1. Farmers are quite profitable.

"Rising prices of restorative. The ministry of agriculture as a director, said.

Saying is restorative, because prices remain low for the past three years, the industry long-term severe losses.

"Have 15 swine, last year the market had never seen anything like that. Pigs per kg, the cost to 12.8 yuan, the price is 9.6 yuan. Every such pigs, to a net loss of 320 yuan." Hu Jizhen said.

The ministry of agriculture, according to the monitoring data since February 2012, prices fell into the cycle. By March 2014, the pig food than below 5:1 heavy losses.

Prices sharply lower production cost, which leads to the farmers to slash breeding stock. The national bureau of statistics latest data show that, in the first half of this year, the national pork production 25.74 million tons, down 4.9% year-on-year. Hu Jizhen has more than 10000 pigs originally, by the beginning of June this year only 5000 animals left. "LiuHe Town used amount of pig farmers have dozens, hundreds of head by the end of last year, almost completely shut out of the race."

"The rise in prices is different from before. The last two rising cycle, and slightly increased consumption of pork supply decline; the rise in prices is caused by pork supply fell above consumption drop." Market early warning analysts, the agricultural information institute, Chinese academy of agricultural sciences international intelligence research office of the deputy researcher zeng-yong zhu said.

"In the first half of this year, residents of pork consumption is influenced by factors such as macroeconomic growth is slowing and hasten. Pig supplies drop is larger. In the first half of 106.82 million head of fixed-point slaughtering slaughtering enterprises above designated size, down 10.0% year-on-year, for two consecutive month-on-month drop, for four months year-on-year declines by more than 14%." Zeng-yong zhu said.

In march of last year, pig industry sustained severe loss, leading to a large production, retail, as supply significantly reduced, it is inevitable that the restorative prices to rise.

In the year ahead is warmer

After August, can live pig market and numerous amount is expected to rise restorative, future annual pig breeding will be overall in good profits.

Although prices have been rising steadily in the first half of this year, Beijing xinfadi wholesale market of agricultural and sideline products statistics department manager liu to short-term market does not look good. "From the xinfadi market price trends in recent years, a year before the beginning of autumn, because people have the habit of 'stick to fall fat, pork price will be higher. After the beginning of autumn, meat prices fell instead."

Beijing xinfadi July 3 listing 1771.14 head on Sunday, more than 2 weeks of 1697.43 grew by 4.34%, increase the size of the obvious. "It shows that: although pigs have capacity decreased obviously, but fell after the capacity has not been significant shortage of supply."

Industry experts, although the recent market slightly bearish, but a year is more optimistic about the future.

"Pig industry profit good situation will continue until the second half of 2016." Zeng-yong zhu said. Look from pig supplies, the tight pig source in the short term is difficult to change. Although the live pig market driven, farmers to fill column enthusiasm increased, pig amount of began to increase, but to numerous sow amount of rapid decline in the second half of 2014, will influence the amount of live pig market after 12 months, tight supply and demand situation will continue until the second half of 2016.

Since April this year, pork prices continue to rise, farmers fill column enthusiasm high, especially in May, piglet sales increased significantly. According to the regular production of live pigs, piglets, sales in May to October market. May fill column the maturity of the gilt, its production of piglets in March 2016 at least to market. "Under normal circumstances, the third quarter of this year prices are expected to last rose slightly. In October after the hog prices there will be a shock, but not by much, getting better. In the second quarter of 2016, pigs are relatively reduced, prices are expected to continue to look good." Zeng-yong zhu said.

Last march, the pig food than below 5: "1" after the severe loss of cordon, local many pig farms fail, Hu Jizhen bought thousands of low middle pig head (35 kg - 60 kilograms). Original thinking when waiting for a good many back to the point of this, but worse and worse, up to 10 months, he had to sell all, lost and yuan per head. Recent market walk good, whether for expansion has sharply, Hu Jizhen and peers is still in doubt.

"After two pig market price fluctuations, farmers fill column is rational. In August this year, can live pig market and numerous amount of restorative increase is expected to continue, but prices will not rise sharply, the annual pig breeding will be overall in good profit." Zeng-yong zhu said.

The industry is still problems

Prices fell last round of last 3 years of bitter, ostensibly overcapacity, essentially because of the domestic backward in pig production, big but not strong

Generally speaking, the bigger the scale of farming, the lower the cost, but in fact, the domestic large-scale pig farms, production cost was significantly higher than that of small and medium-sized pig farmers. According to estimates, the current small and medium-sized farms as long as 5.7 yuan per kilogram white pig breeding cost, big farms are $6.8 or higher.

"High costs there are several reasons, such as, big pig feed on purchasing, all the little pig feed, can match the to agriculture and animal husbandry; large pig farm equipment depreciation, interest on loans, small pig farms almost no; large pig farms to employ many workers, the little pig is a family business." The Chinese academy of agricultural sciences researcher at the institute of agricultural economy and the development of ming-li wang said.

However, the main reason is that the domestic big pig is generally dependent on the manual feeding, low automation level.

"Ain't to do want to automation, is really can't afford to use." Hu Jizhen ever do market research, found that if automation transformation, ten thousand head of pig farms must be at least upfront investment of 14 million yuan. "Is not feed, management cost, the bank loan interest of the light is many times higher than artificial wages every year." Since using artificial than mechanical cost is much lower, it is with artificial production. Hu Jizhen employed 26 people, per capita monthly salary of 3000 yuan. "As long as no more than 7000 yuan monthly wages level, artificial than mechanical cost-effective."

The national bureau of statistics data show that the amount of 465.8274 million at the end of 2014 pigs in our country, the first in the world, and about 67.137 million, but the total number of pig farms under 99 head size proportion is as high as 50%. Pig amount of 66 million in the United States, while the second largest in the world, but the pig is only 71000, 5000 heads above accounted for 60%. U.S. pork producers smithfield foods company, annual amount of 15 million pigs, slaughtering 27 million a year, killing 80000 pigs a day on average. Scale, intensive greatly reduce the production cost, increasing its ability to resist risks.

Prices of last 3 years of bitter decline, on the surface because of excess production capacity, essentially because of the domestic backward in pig production, big but not strong.

Previously, due to domestic pig big big but not strong, every pig market, retail influx, lead to rapid overcapacity. Now prices soared, gainful, retail, sooner or later will be a large number of admission, industry prospects are grim.

Worrying is not only a large retail market blindly, and international the strong pressure of cheap pork. Over the years, because of low productivity, domestic prices significantly higher than the international market for a long time. Domestic prices soared this year, the difference between inside and outside is more wide.

Customs data show that 1 to June this year, China's pork imports 319900 tons, up 7.6%; Pork imports 706500 tons, up 3.4% from a year earlier. In the international economic integration increasingly today, the international and domestic prices cannot long six to one. In response, the industry must have a sober understanding.

To prevent cheap domestic pork pork imports hit just warms up in the market, we must improve the level of the domestic pig industry automation, modern production as soon as possible. Countries can consider to establish a special fund, when large farming implement automation and modernization, to give discount loans.

Beijing xinfadi last week in July, according to data from the white pig market daily average of 1695 head, 4.30% less than 3 weeks, the market is nearly a month at least 1 week. "Has this kind of situation is mainly due to price is too high, has had an adverse effect on consumption. Pig prices rose too fast, beginning to squeeze of circulation profit. Because of concerns about customer churn, pork merchants dare not substantial increases. Beijing xinfadi merchants each sales last week 1 white pig (pig), average can only get 1 yuan more margin, some merchants even started to lose money." Liu said.

The domestic pig industry, although no sweet without sweat, away from the continued healthy and stable development of good times and distance.


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