Recently,MakiharaThe sales presentation revealed an interesting news: a reduction in 2023HogsThe amount of slaughter has sparked discussions and speculation inside and outside the industry. MakiharaLast year's slaughter target, which was supposed to be a peak period, was unexpectedly reduced. So,MakiharaWhat the hell did the pig go?This article will delve into this issue and provide some analysis and summary of the incident.
In addition to reducing the slaughter target,MakiharaSeveral data changes in the announcement have also raised eyebrows. The first is the wholeHogsSlaughter volume, sales of the company in NovemberHogsThe quantity is 52950,000 heads, an increase of 85%, a year-on-year increase of 24%, with a cumulative sales of 5,718 from January to November40,000 heads. According toMakiharaAdjusted slaughter plan for DecemberHogsThere may not be a significant increase in slaughter. PigletsSlaughter volume is another eye-catching indicator, in DecemberMakiharaPigletsThe sales volume is only 020,000 heads, a decrease of 89% month-on-month, a new low for the year. It can be seen from this that at presentPigletsThe market is sluggish, and farmers are pessimistic about the first half of next year.
Commercial pigs are also an indicator that cannot be ignored, with a price of 13 per kilogram in November70 yuan, which is even lower than this month. to each headHogsThe loss of 144 yuan is calculated, and the loss range is also very large during the year. Finally, the number of sows that can reproduce, despite the fact that the industry is in the context of de-capacityMakiharaThe number of fertile sows has bucked the trend, with about 3.1 million in November, compared to 300 at the end of September90,000 heads, an increase of 100,000 heads in less than two months.
MakiharaThe most eye-catching thing in the announcement is the adjustment of its column targets. According to the analysis of sow inventory and production levels, the fourth quarter of this year should have been the peak period for slaughter. However, according to data analysis,MakiharaFrom January to November, the actual slaughter volume was 357 less than the theoretical slaughter volume40,000 heads, of which the largest decreases were recorded in the first quarter and September-November. Many people can't help but wonder why in the fourth quarter of the sluggish pig price, other pig companies have increased the amount of slaughterMakiharaBut it's decreasing?Some people think that this could beMakiharaUnique control of the market. There are also analysts who say that Henan is currently experiencing non-plaguePandemicand the concentration of environmental viruses is very highMakiharaIt may be possible to reduce the frequency of pig salesPandemicrisks, resulting in a decrease in slaughter in November. Therefore, it is predictable,MakiharaIt is likely that the reduction of the frequency of pig sales will continue in the next 12 monthsPandemicPrevention and control strategy, which is also one of the reasons for the announcement of a reduction in the annual slaughter volume.
For the industry as a whole,MakiharaLowering the slaughter target may be a good thing. Previously, there were concerns that the group's pig companies might increase the number of pigs slaughtered in December in order to complete the annual slaughter target, thereby driving down pig prices, but now it seems that this concern has become unnecessary. MakiharaThe reduction of slaughter volume just eased the pressure on market supply and helped stabilize pig prices. At the same time, the reduction of the amount of slaughter is alsoMakiharaInPandemicA useful measure in terms of prevention and control. This initiative is a reminder thatPandemicThe risk has not been completely eliminated, and prevention and control measures need to continue to be strengthened.
By passingMakiharaAnalyzing the reasons for the reduction of the number of slaughters, we can see that in the current market downturnMakiharaThe choice to reduce the number of slaughters is to maintain good market control andPandemicPrevention and control strategies. Reducing the number of slaughters may be a good thing for the industry, not only alleviating the contradiction between supply and demand in the market, but also reminding peoplePandemicThe risks are not gone. ForMakiharaReducing the number of slaughters can reduce the risk and cost of enterprises, and also bring opportunities for stable and sustainable development to the industry.
In general,MakiharaThe reduction of the number of slaughters has aroused attention and heated discussions inside and outside the industry. Through the analysis of data changes and realities, we can see:MakiharaThe reasons for the reduction in slaughter and its impact on the industry. The industry needs to remain vigilant and continue to strengthenPandemicPrevention and control and market control to ensure the stable development of the industry. At the same time, we also need to work for:MakiharaWe understand and support the adjustments and decisions made during this special period.