1. In 2023, the number of giant pig enterprises will exceed 1200 million heads,MakiharaWen'sand other enterprises have outstanding performance.
In 2023, in porkMarket competitionAgainst the backdrop of intense intensity,MakiharaWen'sDabeinongwithTang Ren Godand other listed pig enterprises broke through expectations and achieved the slaughter target. Among them,Makihara6381 live pigs were sold throughout the year60,000 heads, an increase of 261 year-on-year50,000 heads, an increase of 427%, in line with expectations;But the realization of pigsSales revenueHowever, it declined to 10821.7 billion yuan, a year-on-year decrease of 964%, breaking the 13-year profit "myth" and losing money for the first time. CountMakiharadata, it can be seen that the company's annual loss is about 50 yuan, and the loss in the fourth quarter is even worse, with a loss of about 120 yuan per head, and an expected loss of 20 yuan in the fourth quarter1.7 billion yuan. Looking further, the net profit loss in the first three quarters was 184.2 billion yuan, with a total loss of 385.9 billion yuan. Wen'sThe annual sales of live pigs are 262620,000 heads, an increase of 835 year-on-year360,000 heads, ** up to 3181% of pigs realizedSales revenueThis represents a year-on-year increase of 1267%。
MakiharaWen'sand other enterprises to the growth of the number of slaughter andSales revenueAs an example, it can be seen that the performance of these giant pig enterprises in 2023 is remarkable. MakiharaAlthough facing the dilemma of losses, the increase in the number of slaughters still shows that its competitive position in the market is still strongWen'sIt is better in terms of growth rate, and the amount of slaughter is andSales revenuehave achieved significant growth. These data show that in the stage of rapid release of production capacity, giant pig enterprises rely on large-scale operation and expansion strategies to actively seize market share.
However, as the expansion momentum of giant pig enterprises gradually slows down, the pig industry is gradually ushering in an era of quality development. In the past few years, with the downturn in pig prices andMarket competitionThe expansion momentum of pig enterprises is unstoppable, but this expansion has also accumulated certain risks. At the same time, with the improvement of consumers' requirements for pork quality, pig enterprises need to pay more attention to production and quality control to meet the needs of consumers. In this context, giant pig enterprises are gradually adjusting their strategies and shifting their focus to improving production efficiency and product quality.
The passion for the development of the pig industry may be suppressed to a certain extent in the downward cycle, but this is also the accumulation of strength for the normal pig cycle in the future. Farmers need to actively respond to market changes, optimize business strategies, improve efficiency and profitability to cope with future development opportunities.
At present, farmers are facing the challenge of losing money, especially small-scale farmers. According to the data, as of the end of the third quarter of 2023, 18 of the 21 listed pig companiesDebt-to-asset ratioMore than 6841%, of which 3 are over 80%. In order to cope with losses, large pig companies have adopted a variety of measures to reduce costs, improve efficiency and profitability, such as financing and dealing with idle pig farms. However, facedMarket competitionSome farmers with low anti-risk ability can only be forced to withdraw from the market.
In the trough period of industry development, farmers need to judge the situation and reasonably adjust their business strategies. On the one hand, farmers can improve the efficiency of breeding and reduce by adopting a scientific management modelProduction costs。On the other hand, it is necessary to strengthen market research and understand consumer needs. More and more consumers are choosing pork for quality, safety and safetyEnvironmentally friendlyTherefore, farmers can enhance their competitiveness by developing green farming and providing high-quality pork products.
Although the low pig price and the loss of farmers have brought some trouble to the pig industry, on the whole, the outstanding performance of pig enterprises still shows the gradual improvement of the quality of the industry. The expansion momentum of the past few years has brought the pig industry into a phase of quality development, where farmers need to actively respond to market changes, identify opportunities and optimize business strategies. With the improvement of consumers' requirements for pork quality, the pig industry is expected to usher in a more stable and sustainable development in the future.
To sum up, thoughMakiharaThere is a loss, howeverWen'sThe growth rate of slaughter is even greater, and the expansion of giant pig enterprises is still gaining momentum. However, as the industry enters the era of quality development, farmers are facing higher requirements and greater challenges. InMarket competitionIn the fierce environment, farmers need to continuously improve their management level and production efficiency to adapt to changes in market demand. Although the breeding industry is in a cold cycle, we believe that the future of the pig industry will be full of hope, and overcoming difficulties will achieve greater progress and development.