Consumption reference 丨 "burden reduction" pigs

Reporter He Hongyuan and Chen Sha reports from the 21st Century Business Herald reporters

The pig industry is starting a "burden reduction" movement.

On September 19, the Ministry of Agriculture and Rural Affairs held a video conference on the substitution of soybean meal reduction replacement operations to comprehensively promote soybean meal reduction replacement operations, promote the reduction of food and consumption reduction in the breeding industry, and ensure the safety of national food.

According to Xinhua News Agency, in recent years, the Ministry of Agriculture and Rural Affairs has vigorously implemented soybean meal reduction replacement operations, pressed the amount of soybean meal at the demand side, and increased alternative resources on the supply side. In 2021, the proportion of soybean meal consumed by the national breeding industry fell to 15.3%, a decrease of 2.5 percentage points from 2017, saving 11 million tons of soybean meal, equivalent to 14 million tons of soybeans, which is equivalent to more than 100 million acres of farming.

As the main feed ingredients, soybean meal, the price remains high.

On September 21, the domestic soybean meal fluctuated in a row. The main contract 2301 contract opened 3999 yuan/ton, yesterday settled at 4008 yuan/ton, the highest price was 4068 yuan/ton, the lowest price was 3986 yuan/ton, the closing price was 4058 yuan/ton, the closing price was 4058 yuan/ton. Closing 1.25%.

One of the causes of soybean meal is that the output of soybean export countries has shrunk.

On September 21, the Brazilian National Grain Exports Association (ANEC) said that the export volume of Brazilian soybeans in September 2022 is expected to be 4.152 million tons, which is still lower than the 4.7 million tons of September last year. On September 12, USDA USDA lowered the Miku Monotical data to 50.5 pu/acre, which was lower than most institutional expectations.

As a result, the price of soybean meal is the wave of feed price increases. Recently, new hopes, Zhengda, twins, Haida, Dabongnong, Aoon, special drive, Anyou and other feed companies have announced the price increases, and some feed companies have been raised twice in half a month. The cumulative increase has reached 450 yuan/ton.

This puts some pressure on the enthusiasm of pig farming.

"Pig price recovery time is short, and the price of feed raw materials has continued to be high compared to previous years. The investment of pigs has increased. The existing spreads are weak in attractive attractiveness to radiors." Stocks say. Muyuan shares said in September that feed costs in the current farming costs accounted for about 60%.

The big companies are already acting. On September 20, the General Office of the Ministry of Agriculture and Rural Affairs issued the "Notice on the announcement of the typical cases of feed's Chinese soybean meal reduction alternative", which announced the eight typical cases of application, including Muyuan, Wen's shares, Xinxiu Liuhe, and Haida Group Specific cases such as Dabeongnong.

Under various measures, the price of pigs may be stabilized from the other end.

On September 21, the Shanghai Stock Exchange 80 Index closed at 5663.76 points, a decrease of 1.85%.

agriculture

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According to the monitoring of the Ministry of Agriculture and Rural Affairs, from September 12th to September 18th, 2022, the average purchase price of pigs from the nationwide -scale pig -oriented slaughtering enterprises was 23.95 yuan/kg, an increase of 1.0%month -on -month and 65.7%year -on -year. The average ex -factory price of white bars was 30.68 yuan/kg, up 1.0%month -on -month and 57.0%year -on -year.

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food and drink

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E -commerce retail

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Entertainment game

Tencent Music rose slightly on the first day of listing in Hong Kong

On September 21, Tencent Music was listed on the main board of the Hong Kong Stock Exchange with an introduction. On the first day of listing, Tencent Music closed at HK $ 18.220, an increase of 1.22%, and the market value of Hong Kong stocks was HK $ 62.534 billion.

Kuaishou free novel app software Copyright is registered approval

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Sony will first release the game peripherals for smartphones

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Spotify launches audio book service

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Luxury

CECILE NAOR, the new CEO of Cartier China, will take office in October

On September 21, according to the interface fashion news, it was confirmed from a person familiar with the matter that Cartier Cartier's latest appointment Cecile Naour was the chief executive officer of China, and the appointment will officially take effect on October 1. GUILLAUME ALIX, who had previously served as Cartier China CEO, has recently left office and returned to the International Business Strategy of Cartier in Geneva, Switzerland. The position name is "International Commercial Director, Strategic Project".

Textile clothing

Gai will reduce about 500 positions

On September 21, according to media news, GAP (GAP) will cut about 500 company positions. When sales and profits decline, the clothing retailer will take action to reduce expenses. The main offices and employees of the Asian office have canceled positions that are currently open in a series of departments. Some employees have received layoff notifications in recent days. According to Gai's annual report, as of January 29, 2022, there were about 8,700 employees in Gaiyu headquarters.

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