Recently, there has been a significant increase in live pigs, and the increase in many areas is quite significant. After a long period of low hovering, it is normal for pigs to adjust. It is worth noting that in the first week of February, there will be a wide range of rain and snow in China, which will undoubtedly have an impact on the production and sales of live pigs.
In the fourth week (January 21-27), according to the "Chicken Disease Professional Network", the average price of white feather meat ** seedlings was 332 yuan feathers, compared with the average price of last week, **048 yuan feathers, an increase of 1690%。Hatchery enterprises have resumed normal seedling, but due to the impact of moulting and elimination of some breeders from November to December 2023, the number of breeding chickens in the production parent generation has decreased, and the total number of chicks in the near future is not large; The market vacancy rate is high, the enthusiasm of the breeding group and the stocking leader to fill the column is acceptable, the seedling market is more active, and the chicken seedlings continue to rise. On January 29, 2024, the performance of eggs** is a strong reappearance, superimposed upward.
On January 29, the National Monitoring Center released the national pig food ratio in the fourth week of 2024 (also the fourth week of January), as well as the price comparison data of pig feed, chicken feed, and egg feed.
In the fourth week of 2024, the increase in the pig feed ratio expanded, far from the warning lineIn the fourth week of 2024 (January 21-January 27, the statistical date of January 24), the pig grain price comparison is 590:1, than January 17**498%。
Data**: The national average pig grain price ratio of the national monitoring center has recovered to 5 since the second week of August 2023 (August 7 and 13).Since 97:1, it has rebounded from the first-level warning range to the second-level warning range. It has remained above 5:1 ever since. In the fourth week of 2024 (statistical date January 24), the national pig out** is 1462 yuan kg, than January 17 **325%, reversing the downward trend. The main wholesale market corn ** is 248 yuan kg, down 159%, the New Year broke through the lower limit of the lowest price since the third week of June 2023 for the fourth consecutive week; The price of pig grain is 590:1, up 4 from January 1798%, far from the 5:1 warning line, is the pig grain price ratio to recover to 5 in the second week of August 2023One of the highs since 97:1.
Data**: The food industry is compiled and mapped according to the data of the national monitoring centerIn the fourth week, pig farming is expected to turn from a loss to a profitAccording to the monitoring of the National Monitoring Center, the national pig feed price ratio in the fourth week of 2024 is 457, month-on-month **458%。According to the current ** and cost estimates, the average profit of the pig breeding head of the future piglet fattening model is 3872 yuan。Compared with the third week, the average profit of pig breeding heads has once again been on a roller coaster ride from falling to rising, from a loss of 35 per head64 yuan jumped toProfit 3872 yuan
Data**: The national monitoring center showed a trend in pig prices in the fourth week of 2024. Affected by the continued low pig prices and a wide range of snowfall weather, this week's breeding unit anti-price reluctance to sell sentiment is stronger, the overall market pig source is tight, slaughtering enterprises are more difficult to reduce prices, pig prices believe that in the later stage, slaughtering companies or successively open pre-holiday stocking operations, coupled with the bullish sentiment at the breeding end, it is expected that short-term pig prices or continue to rise slightly, breeding is expected to increase profits.
Data**: The food industry is compiled and mapped according to the data of the national monitoring centerAccording to the "feed industry information network", in late January and February, the overall number of domestic commercial pigs slaughtered continued to decline, but in early February, before the Spring Festival, the slaughter of pigs continued to be at the peak, and the demand for meat consumption will continue to grow and gradually enter the peak period. Due to the continuation of pig prices before the second half of the month, a large number of small and medium-sized scattered slaughter time before the Spring Festival is mainly concentrated in the first half of the month has been completed, the second half of the month the number of stocks declined, the number of slaughter also declined simultaneously, will gradually transform into a regional tightening, the possibility is great. In the fourth week, the profitability of broiler breeding expandedIn the fourth week of 2024, the national chicken feed price ratio is 231, month-on-month **176%。According to the current ** and cost projection, the expected profit of broiler breeding in the future is 193 yuan only。Entering 2024, broiler farming is expected to reverse losses in one fell swoop and make a profit for four consecutive weeks. Earnings continued to expand in Week 4 compared to Week 3.
Data**: The National Monitoring Center believes that the acquisition of slaughtering enterprises in the fourth week of 2024 is stable, affected by the low amount of slaughter in the early stage, the number of chickens slaughtered is still tight, and the price of chickens will continue to be driven by the surface. In the 5th week of this week (January 28-February 3), the terminal demand is stable, affected by the Spring Festival holiday, slaughtering companies have been on holiday, but due to the number of chickens slaughtered or significantly reduced, the decline is relatively large, and it is expected that the chickens will continue to be small next week.
Data**: The food industry is compiled and mapped according to the data of the national monitoring centerAccording to the "feed industry information network", the Spring Festival is imminent, the breeding market is still in the off-season stage, the comprehensive breeding volume is likely to decline, and the peak period of slaughter is basically over, some of the scale of the field is still in the column, the demand for small and medium-sized enterprises is in the trough period, slaughtering enterprises are also facing holidays, shutdowns, etc., and the new demand is reduced. It is expected that the overall narrow range of the white feather chicken market is slightly stronger. Egg price**, laying hens raisedEarnings expectations have fallenIn the fourth week of 2024, the national egg feed price ratio is 279, down 036%。According to the current ** and cost estimates, the future profit of laying hens is 26$22
Data**: The National Monitoring Center believes that the number of eggs in the fourth week is sufficient, and the market demand is less than expected. The country believes that in the fifth week of this week (January 28-February 3), the market is still relatively sufficient and the demand increment is limited, and the supply and demand side continues to be loose.
Data**: The food industry is compiled and mapped according to the data of the national monitoring centerAccording to the "feed industry information network", from the end of January to the beginning of February, the egg production rate of laying hens continues to be low, the total amount of comprehensive breeding of eggs and poultry will continue to decline slightly, the number of laying hens will gradually stabilize, the total production and supply of eggs will continue to decline, and the overall number of eggs is still relatively abundant. The demand for school centralized procurement has decreased, and the demand for supermarkets before the festival is still strong, and theoretically the probability of commodity eggs is high, but a new round of cold wave, coupled with the fact that the industry is still not very optimistic about the market outlook, may be limitedend
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