The price of pork appeared "ten consecutive rises", and the Development and Reform Commission "shot" to suppress pig prices

On July 5th, Capital State learned that on the 20227, the Price Department of the Development and Reform Commission organized the recent rising price of pigs and organized industry associations, some breeding companies and slaughtering enterprises to hold a meeting.

The Price Department of the Development and Reform Commission clearly stated that it will take effective measures such as reserve adjustment and supply and demand adjustment in a timely manner to prevent the price of pigs from rising excessively, and will strengthen market supervision in conjunction with relevant departments, severely punish illegal acts such as pumping prices and raising prices.

According to the analysis of relevant parties, the important reason for the recent rapid rise in domestic pigs is that the market has irrational boasters and secondary fattening.

The meeting pointed out that the current production capacity of pigs is generally reasonable and abundant, and the consumption is not strong, and the price of pigs does not have the basis of continuously rising.

According to data from the Ministry of Agriculture and Rural Ministry, the volume of sows across the country reached from June 2021 to 45.64 million heads. Since then, the production capacity has fallen all the way. In April 2022, it fell to 41.77 million heads, but in May 2022 , The upper limit of the 3700-41 million heads that are higher than the state regulation.

The statement of industry giants also proves that pig production capacity is generally guaranteed.

Makiyuan recently stated in the interactive platform that it is expected that the company's 2022 pigs out of the column are 50 million-56 million heads, and last year, the number of raw pigs in the whole year was 40.26 million.

Wen's shares have also stated that they will reasonably arrange the rhythm of the column to sell, and less large -scale use of a pressure bar or a early column strategy to adjust the rhythm of the column.

At the same time, the Development and Reform Commission requested that large -scale breeding enterprises took the lead in maintaining the rhythm of normal columns, and a suitable fertilization of fertilizer and pigs. They did not blindly press the fence. It reminded companies not to hoard the prices and coax the prices, and to collude the price increase.

In fact, since April, pig prices have shown continuous fluctuations. According to the latest data of the National Bureau of Statistics, the price of live pigs (outer three yuan) in late June is 18.3 yuan/kg. Compared with the previous period, it has risen by 1.9 per kilogram. Yuan, an increase of 11.6%. At this point, since late March this year, pork prices have achieved a "ten consecutive rising".

The monitoring data of the Ministry of Agriculture and Rural Affairs showed that as of 14:00 on July 4, the average price of pork in the national agricultural wholesale market was 25.74 yuan/kg, an increase of 4.8%over Friday.

CITIC Futures believes that the production of pigs' capacity is gradually fulfilled, and the sacrifice rate of piglets during the early loss period has increased, and the sow's distribution rate is damaged. In the second half of 2022, the pressure of pig supply was weakened. And the weight of the single pigs moved down year -on -year, the import volume of pork decreased, the library capacity of frozen products was low, or the pressure of domestic pork supply was further reduced. However, in May, with the improvement of the losses of breeding, it can be righteous to turn in a loop. The mood of the piglet supplement fence is enhanced, or the fence is increased at the end of the year.

In terms of listed companies, many pig companies announced the main business data of the breeding business in June 2022.

Muyuan sold 5.279 million pigs in June (of which 986,000 pigs were sold), with sales revenue of 8.754 billion yuan; the average sales price of commercial pigs was 16.53 yuan/kg, an increase of 11.16%over May 2022.

The sales volume of Aoon Biological June was 486,900, and the sales volume increased by 14.58%month -on -month, an increase of 117.58%year -on -year. From January to June 2022, the company sold a total of 2.343 million pigs, and sales increased by 86.14%year-on-year.

In June, Jinxin Nong's pig sales in June totaling 131,800 heads, totaling sales revenue of 147 million yuan, and average sales price of pigs were 22.15 yuan/kg (the average price of commercial pigs was 17.26 yuan/kg after the influence of piglets and pigs was removed). The average price of the average price was 12.78%, 11.93%, and 8.33%, respectively, with a year -on -year change of 71.87%, 4.21%, and 27.56%, respectively.

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