Swimming capital stepped up "chicken hoarding" poultry industry reshuffle

known as the farming industry and the feed industry are grasshoppers on a ropeThe H7N9 bird flu raid in March disrupted the pace of the breeding industry and the traditional prime time in the feed industryBut as the epidemic drifted away, the farming and feed industries finally began to bottom outRecently, the Shanghai Stock Exchange reporter from the recent series of research organized by the big business found that, after this round of shuffling, breeding, feed enterprises strong hengqiang pattern is more obvious, large enterprises operating rate is higher, "retail" enterprises will be eliminated, while the investment is beginning to accelerate the hoarding of chickenDVq
Poultry industry reshuffleDVqinto the production base of a large feed company in Zhejiang Province, processing machine squealing and the smell of feed, dispelled people's concerns about a depression in the industry after avian flu"The situation is that the start rate of large enterprises is high, small business start rate is not good"The company's director of procurement saidDVq
As a local leader, the company's survival status quo is of sample significance to feed enterprises after the study of avian influenzaDVq
An insider at COFCO told the Shanghai Stock Exchange that "since the outbreak of avian flu at the end of March, the price of chicken seedlings in the country has fallen to the bottom instantly, and the price of chicken seedlings in the main producing area has dropped from about 4 to 3 gross, falling by 40% in a few days." Downstream farming enterprises to take goods enthusiasm plummeted, feed enterprises in April is sad, May may be even more difficult"
DVq, compared with enterprises with longer industrial chains, there are more ways to avoid risk In the case of COFCO Group, it makes both poultry feed and fish and pig feed, poultry sales decline, and other parts of consumption relatively strong, can complement each other And small business research and development capacity is poor, single product, can not carry the risk That's why big businessis are high and small businesses are not working DVq
In the industry's view, the avian flu also prompted the industry reshuffle, "retail" will be eliminated, the industrial scale effect accelerated the formation of the strong Hengqiang pattern more clear DVq
The procurement director also believes that the crisis on the "retail" hit is tragic, but for large enterprises is an opportunity to buy and buy mergers at the bottom of the industry, and brand "Our company has a number of acquisitions The longer the industrial chain, there are more channels for passing on risk, and the merger is not limited to the feed industry, where some endangered farms have also been acquired by well-capitalized companies He said DVq
Capital quietly layout DVq with the past of the epidemic, capital also began to quietly lay out in terminal consumption DVq
Generally speaking, after the Spring Festival is the traditional sense of the peak of the supplement, but this year the rhythm of the aquaculture industry was completely interrupted by H7N9 "Golden time" became "killing time", a large number of live chickens were forced to kill Reporters in the investigation found that throughout April, small farmers dry and cost operation is not uncommon, the funds can not be turned down farmers were forced to slaughter poultry, loss-making sales A set of data given by Ji Xuefeng, Secretary General of Anhui Feed Industry Association: Anhui poultry feed supply fell 50% month-on-month in April, breeding industry fell 90%, chicken prices from 5 yuan / catty to 2 yuan / catty DVq
On the other hand, Moneymoney is accelerating the acquisition of low-cost chicken For a while, cold storage became a scarce commodity DVq
In the zhejiang research process, the reporter learned that the local hot money less than half a month on the surrounding cold storage rental, used to store chicken, "bet" the future bird flu alarm once eliminated, chicken prices will rebound strongly According to Zhejiang industry veteran revealed: "Just built a cold storage, a few days full." Cold storage is being built at a much faster pace than rental demand "
DVq has been in the river and lake for many years of Zhejiang business capital this judgment and breeding, feed industry people also coincide DVq
At present, the industry generally believes that a relief of the epidemic, the previous affected aquaculture industry will certainly not meet the needs of the market, poultry prices will explode rebound The cold storage of the big money is based on this logic DVq " Avian influenza is not new, it happens every year, and this year may be a little more serious, but it has been brought under control in a short period of time Rational people understand that the future growth momentum of poultry consumption will not come down, and that stronger prices are a big trend One practitioner said DVq
Anhui Jiafeng feed head judgment: The next 15 to 20 years, China's feed production will continue to grow, production costs will be higher and higher With the development of urbanization, the demand for meat increases, the demand for feed for commercialized production is increasing, and the trend of higher prices will not change in the long run DVq
In addition, the reporter was informed in the course of the investigation, futures have recently become a feed enterprises frequently used safe-haven tools: the use of soybean meal, corn futures, enterprises can lock in costs and profits in advance, the industry risk to the futures market, and unlike the past directly to the downstream aquaculture industry transfer, the loss will be transmitted to farmers Feed enterprises that make profits in the futures market have the ability to credit and transfer some of the proceeds to farmers, moving upstream and downstream from relative independence to more symbiotic DVq
At present, the industry called for the accelerated introduction of new varieties, eggs, pork and other feed enterprises downstream futures varieties of the introduction of higher calls DVq is well known, the aquaculture industry, feed industry is a rope of grasshoppers The H7N9 bird flu raid in March disrupted the pace of the breeding industry and the traditional prime time in the feed industry But as the epidemic drifted away, the farming and feed industries finally began to bottom out Recently, the Shanghai Stock Exchange reporter from the recent series of research organized by the big business found that, after this round of shuffling, breeding, feed enterprises strong hengqiang pattern is more obvious, large enterprises operating rate is higher, "retail" enterprises will be eliminated, while the investment is beginning to accelerate the hoarding of chicken DVq
Poultry industry reshuffle DVq into the production base of a large feed company in Zhejiang Province, processing machine squealing and the smell of feed, dispelled people's concerns about a depression in the industry after avian flu "The situation is that the start rate of large enterprises is high, small business start rate is not good "The company's director of procurement said DVq
As a local leader, the company's survival status quo is of sample significance to feed enterprises after the study of avian influenza DVq
An insider at COFCO told the Shanghai Stock Exchange that "since the outbreak of avian flu at the end of March, the price of chicken seedlings in the country has fallen to the bottom instantly, and the price of chicken seedlings in the main producing area has dropped from about 4 to 3 gross, falling by 40% in a few days." Downstream farming enterprises to take goods enthusiasm plummeted, feed enterprises in April is sad, May may be even more difficult "
DVq , compared with enterprises with longer industrial chains, there are more ways to avoid risk In the case of COFCO Group, it makes both poultry feed and fish and pig feed, poultry sales decline, and other parts of consumption relatively strong, can complement each other And small business research and development capacity is poor, single product, can not carry the risk That's why big businessis are high and small businesses are not working DVq
In the industry's view, the avian flu also prompted the industry reshuffle, "retail" will be eliminated, the industrial scale effect accelerated the formation of the strong Hengqiang pattern more clear DVq
The procurement director also believes that the crisis on the "retail" hit is tragic, but for large enterprises is an opportunity to buy and buy mergers at the bottom of the industry, and brand "Our company has a number of acquisitions The longer the industrial chain, there are more channels for passing on risk, and the merger is not limited to the feed industry, where some endangered farms have also been acquired by well-capitalized companies He said DVq
Capital quietly layout DVq with the past of the epidemic, capital also began to quietly lay out in terminal consumption DVq
Generally speaking, after the Spring Festival is the traditional sense of the peak of the supplement, but this year the rhythm of the aquaculture industry was completely interrupted by H7N9 "Golden time" became "killing time", a large number of live chickens were forced to kill Reporters in the investigation found that throughout April, small farmers dry and cost operation is not uncommon, the funds can not be turned down farmers were forced to slaughter poultry, loss-making sales A set of data given by Ji Xuefeng, Secretary General of Anhui Feed Industry Association: Anhui poultry feed supply fell 50% month-on-month in April, breeding industry fell 90%, chicken prices from 5 yuan / catty to 2 yuan / catty DVq
On the other hand, Moneymoney is accelerating the acquisition of low-cost chicken For a while, cold storage became a scarce commodity DVq
In the zhejiang research process, the reporter learned that the local hot money less than half a month on the surrounding cold storage rental, used to store chicken, "bet" the future bird flu alarm once eliminated, chicken prices will rebound strongly According to Zhejiang industry veteran revealed: "Just built a cold storage, a few days full." Cold storage is being built at a much faster pace than rental demand "
DVq has been in the river and lake for many years of Zhejiang business capital this judgment and breeding, feed industry people also coincide DVq
At present, the industry generally believes that a relief of the epidemic, the previous affected aquaculture industry will certainly not meet the needs of the market, poultry prices will explode rebound The cold storage of the big money is based on this logic DVq " Avian influenza is not new, it happens every year, and this year may be a little more serious, but it has been brought under control in a short period of time Rational people understand that the future growth momentum of poultry consumption will not come down, and that stronger prices are a big trend One practitioner said DVq
Anhui Jiafeng feed head judgment: The next 15 to 20 years, China's feed production will continue to grow, production costs will be higher and higher With the development of urbanization, the demand for meat increases, the demand for feed for commercialized production is increasing, and the trend of higher prices will not change in the long run DVq
In addition, the reporter was informed in the course of the investigation, futures have recently become a feed enterprises frequently used safe-haven tools: the use of soybean meal, corn futures, enterprises can lock in costs and profits in advance, the industry risk to the futures market, and unlike the past directly to the downstream aquaculture industry transfer, the loss will be transmitted to farmers Feed enterprises that make profits in the futures market have the ability to credit and transfer some of the proceeds to farmers, moving upstream and downstream from relative independence to more symbiotic DVq
At present, the industry called for the accelerated introduction of new varieties, eggs, pork and other feed enterprises downstream futures varieties of the introduction of higher calls DVq