The big changes have withdrawn, and the latest cost data of pig enterprises such as Muyuan and Wen's have been made public.
Introduction. In recent years, the face of China's pig industry has changed greatly, and the market competition has expanded from the original scale to all-round competition. Individual farmers are in a difficult situation, and some large enterprises have increased their pig breeding capacity and accelerated their intelligent development. From this, we can see that the pig industry is currently showing three major development directions: the trough of the cycle, the exit of the first and the increasing number of pigs.
Smallholder farmers have withdrawn, and the proportion of large-scale farming has increased.
After several major reshuffles, the number of smallholder farmers is gradually decreasing, while the proportion of smallholder farmers is gradually increasing. From an industrial point of view, the proportion of large-scale pig farms in the country this year is 651%。Large-scale planting has the advantages of sufficient funds and high anti-risk ability, which is conducive to seizing more markets. In the case of culled sows, according to the company's survey, most of the culling in October were small and medium-sized individual farms, while small-scale farms were small-scale. In addition, many companies are still ramping up production capacity even after nine months of losses. According to some information, at the end of this year, Wen's shares, New Hope Food, Shennong Group, Dawnrays shares and other companies have announced that they will increase production capacity this year. It is expected that in the next 10 months, the growth of the number of fertile sows will drive the growth of pigs, which also reflects the expectations of some pig enterprises for the future slaughter. Wens, for example, will reach 30 million to 33 million pigs in 2024, an increase of 4 million to 7 million pigs from the same period last yearDawnrays Group's 2024-2025 pig production capacity is expected to be 1 million, and the production capacity is 1.6 millionShennong will complete the production of 1.5 million pigs from 2024 to 2025 with a scale of 2.5 million and 3.5 million pigs, respectivelyHuatong Group said that it will achieve the scale of five million pigs by 2025. It can be seen that improving the pig inventory index is to increase the market share, but also highlight the trend of industrial concentration.
Accelerate the pace of smart construction, and the concentration of industry is getting higher and higher.
With the continuous advancement of the large-scale process of the industry, large-scale pig production enterprises are actively promoting their intelligent process in order to improve their operating efficiency. For example, some pig companies have indicated that some of them will be invested in projects related to intelligent buildings when they issue **. Tianbang Grain said in a statement that it plans to raise 2 billion yuan through private placement, invest 2 billion yuan to build an intelligent pig breeding base, and reserve 7200 million yuan of working capital. The Don God also announced that it will be 0600 million funds will be invested in the construction and update of the cloud computing platform of the enterprise, and will be 2400 million yuan has been invested in the digitalization of smart agriculture and the transformation of intelligent production systems. At present, many enterprises have initially shown the effect of smart feeding. For example, Muyuan Animal Husbandry, with intelligent planning, has an annual production capacity of 60 million. It is reported that the company has more than 30 different kinds of intelligent machines, and each worker can take care of 2,400 to 3,600 pigs at a time. Yangxiang Group put into production in 2017 the intelligent building pig pen, the fine feeder, surplus material treasure, drinking water treasure, intelligent environmental protection, check the treasure and other intelligent devices in one, greatly improved the operation and production efficiency of the enterprise, and based on the project, the new model of "industrial Internet material slaughtering integration" has been developed. At the same time, there are also some enterprises with wisdom as the core, such as Rural Credit Interconnection, Xiaolong Submarine, etc. The use of intelligent equipment has greatly improved the utilization rate of human resources in pig farming, but, restricted by a variety of reasons, the average feeding cost of the whole industry is still very high, therefore, how to improve the productivity of pig breeding, is the concern of the whole industry.
Reducing costs and improving efficiency are the focus of development.
From the information released by pig enterprises, the general situation of the entire industry can be seen from several perspectives such as the cost of weaned piglets and the cost of feeding. For example, in October this year, Wen's Group announced that the ** per pig per pig was about 350 yuan, while Tianbang Food, Shennong, and Jingji Zhinong had a weaning price of 326,330 yuan in September, and Muyuan Group released a weaning price of about 300 yuan in August. The difference in the weaning cost of each pig farm can reach about 100 yuan per pig, which causes a huge difference in the cost of feeding. Although the data varies between different companies, the cost of pig production for most pig producers is still more than 16 yuan per kilogram. From the current point of view, most pig breeding enterprises expect the purchase of live pigs in 2024 ** to be 14-16 yuan kg.
However, due to the fact that the pork on the market has been maintained at the level of 14-15 yuan kg, a large number of losses have been caused, so that many farmers have been forced to take measures to reduce costs. At the same time, China's pig production has also been affected by the epidemic, and it has also been affected by the first raw materials, so how to effectively control production and operation is an important issue in the current development of China's animal husbandry. Do pig breeding enterprises have a real plan to reduce costs?How can scientific control of pig diseases be realized?This project is planned to be held at the "2023 China Pig Breeding Industry Summit Forum". The summit will be held on December 21-23, when there will be more than 20 well-known scholars in the field of pig industry, more than 400 leaders of large pig farms, and leaders of upstream and downstream industries to conduct in-depth discussions on the development trend of the pig industry, pig disease prevention and control, pig farm cost reduction plan, batch production process, etc. It is hoped that through in-depth communication and exchanges with professionals and enterprises in the industry, pig enterprises can better formulate more scientific and efficient cost reductions and enhance their competitiveness.
All in all, in the development process of the pig industry, the first exit, the increase in the proportion of large-scale breeding, the acceleration of intelligent construction, and the reduction of cost-effectiveness are the three main development directions. If pig enterprises want to survive in this era, they must follow and seize this trend.