Competition is intensifying! Mu Yuan has laid out oil, big data, new hope and Zhengbang plus grain industry.

There have been a lot of news in Mu Yuan recently: turning losses into profits in the first three quarters, making a big profit of 8.2 billion in the third quarter, increasing the output in line with the work of stabilizing prices and ensuring supply, stopping selling pigs to secondary fattening customers, the breeding capacity under construction is about 6 million, the "4 million pig slaughtering project" in Tongyu Mu Yuan has been completed and put into operation, 45 million new energy technology companies have been invested, and 4 million have been invested to set up four grain trading subsidiaries.

If you look closely, you will find that.

Previously, Mu Yuan also invested in establishing a joint venture with China Animal Husbandry Co., Ltd. to lay out the veterinary drug sector.

Actually, not only in Mu Yuan, but also in most pig enterprises in the industry.

It can be said that in recent two years, most pig enterprises have stopped "concentrating" on raising pigs.

The involvement of pig enterprises: the competition in the whole industrial chain has intensified

At present, some large pig enterprises can always be seen in popular industries such as feed, slaughter, prepared vegetables, photovoltaic and grain trade.

In fact, pig enterprises are involved in more than these sectors.

let's talk about the common upper, middle and lower reaches of pig raising.

Since the beginning of this year, the high price of soybean meal has driven feed to go through several rounds of price increases, and pig farmers are complaining.

When discussing the rising feed cost in the industry, Mu Yuan said that the company did not outsource feed, and all of it was produced by the internal feed factory.

It is revealed that in 221, Mu Yuan has produced about 15.87 million tons of feed with low protein and soybean meal, covering 4 million pigs.

Wen's current business also involves feed production, and the feed produced is basically for personal use.

The feed sector of Zhengbang, New Hope, Dabeinong, Aonong, Tianbang and other enterprises is the key business.

not only feed production, but also the industrial chain of pig enterprises is extending to a higher level.

In p>22-221, Mu Yuan established a number of grain trading companies in Heilongjiang, Liaoning, Shandong, Anhui and other regions, and now it will set up four new grain trading subsidiaries. So far, there will be 16 companies involved in the grain sector in Mu Yuan.

in September, 222, Zhengbang Technology and Hubei Grain Co., Ltd. reached a strategic cooperation to lay out the feed grain business.

The supply chain company of New Hope Liuhe in Siming, Xiamen, can meet its domestic grain import demand and foreign trade. It is estimated that the annual grain import can reach 3 million tons.

affected by the low pig price last year, pig enterprises have become more and more active in the layout of slaughter capacity.

At the beginning of this year, Mu Yuan predicted that the slaughter capacity would reach 37 million heads by the end of 222.

according to Wen's company, there are four slaughter projects in Guangdong, Jiangxi, Jiangsu and Inner Mongolia, with a total annual slaughter capacity of about 3.5 million heads.

In the first half of this year, New Hope slaughtered 1.35 million pigs, an increase of 65, pigs, or 93.6%.

Tianbang Food said that the design capacity of Fuyang Slaughterhouse is 5 million, and it will take a process to increase the subsequent output.

in addition to the industrial layout directly related to pig raising, let's talk about the rare plate layout of pig enterprises.

In addition to the common feed, pig, meat and poultry and food sectors, New Hope Liuhe has actually laid out supply chain finance since 216, and its Sichuan Xinwang Bank is one of the three Internet banks in China.

New Hope Liuhe has also established Digital Agriculture Research Institute and Smart Logistics Company.

besides being a "pig's hair", Mu Yuan is also involved in oil and computers.

In May, 221, Mu Yuan Logistics invested 4% and established Oil and Gas Co., Ltd. with a local state-owned enterprise and a central enterprise, which controlled the largest fuel cost of transportation from the source.

In December of the same year, Mu Yuan invested 1 million yuan to establish Henan Mu Yuan Cloud Computing Technology Co., Ltd., specializing in the research and development of cutting-edge technologies such as big data and artificial intelligence, enabling intelligent pig raising.

It should be noted that the above statistics are incomplete, and the actual scope of pig enterprises may be wider.

why should pig enterprises expand their industrial chain?

As we all know, raising pigs is a highly cyclical industry.

Take the pig cycle in 218 as an example, the pig production capacity in China has experienced a sharp rise and fall, and the pig price has also fluctuated greatly.

in p>221, affected by low pig prices and high costs, many retail investors were eliminated, and most pig enterprises were in a state of deep losses.

the layout of industrial chain can improve this situation.

firstly, the extension of upstream industrial chain can help pig enterprises to strengthen their cost control ability.

since this year, the cost of raising pigs has been rising all the way.

according to the national feed production situation in August 222, the average prices of compound feed and concentrated feed for fattening pigs from January to August this year were 3.65 yuan/kg and 5.56 yuan/kg respectively, with cumulative year-on-year growth of 6% and 6.5% respectively.

the distribution of grain sector and feed business can enhance the price control right from the source, avoid the risks brought by some food price fluctuations, and achieve the purpose of reducing costs.

Secondly, the layout of the downstream industrial chain can hedge the risk of falling pig prices.

among the four links, from breeding to selling, the cost brought by middlemen's transportation can be saved, especially when the pig price is at a low point, which can appropriately alleviate the overall impact on pig enterprises.

however, due to the high cost of investment and the low capacity utilization rate of China's slaughtering industry, it is a long-term process for the downstream industrial chain to lay out results, and it is difficult to see profits in the short term.

in addition, the layout of the whole industrial chain is an important link to enhance the comprehensive strength and competitiveness of enterprises.

from front-end feed to back-end slaughter to cold chain sales, it is undoubtedly possible to maximize the profit of breeding by holding the control of the whole process in your hand.

Moreover, multi-link efforts can eliminate the profit loss caused by the cyclical ups and downs of a certain link and improve the ability to cope with the pig cycle.

Conclusion

China's pig industry has broken away from the messy situation and entered the era of refined management. The competition among breeding enterprises is no longer limited to who has more pigs, but also depends on who has low cost, less epidemics and high survival.

At present, domestic pig enterprises are making full efforts to develop the whole industrial chain of pig breeding, slaughtering, processing, distribution and sales, and even exert efforts in cost control of a single link, which is very beneficial for the whole industry to move forward further.

It can be predicted that the future pig enterprises will spread from pigs in many ways, and the industry development will have more possibilities.

do you think there will be "all-round pig enterprises" in the pig industry in the future? Welcome to leave a message for discussion!