If you look closely, you will find that Muyuan has set foot in more fields.
Previously, Mu Yuan also invested in establishing a joint venture company with China Animal Husbandry Co., Ltd. to lay out the veterinary drug sector.
In fact, it is not only in Muyuan, but also in most pig-raising enterprises in the industry.
It can be said that in the past two years, most pig enterprises have stopped "concentrating" on raising pigs.
Pig enterprise involution: competition in the whole industry chain intensifies
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-raising enterprises involve more than these fields.
Let's talk about the common upper, middle and lower reaches of raising pigs.
Since the beginning of this year, the price of soybean meal has remained high, which has led to several rounds of price increases in feed, and pig farmers have complained bitterly.
When discussing the rising feed cost in the industry, Mu Yuan said that the company did not outsource feed, and all of them were produced by internal feed factories.
It is revealed that in 20021year, Mu Yuan has produced about15.87 million tons of low-protein and soybean meal feed, covering 40 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 2020-202 1 year, Mu Yuan established several grain trading companies in Heilongjiang, Liaoning, Shandong, Anhui and other regions, and now it will set up four new grain trading subsidiaries. At this point, Muyuan will have 16 companies involved in the grain field.
In September 2022, Zhengbang Science and Technology reached a strategic cooperation with Hubei Grain to lay out the feed raw grain business.
New Hope Liuhe's supply chain company 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 are becoming more and more active in the layout of slaughter capacity.
At the beginning of this year, Muyuan predicted that the slaughter capacity would reach 37 million by the end of 2022.
Shi Wen said that there are currently four slaughter projects in Guangdong, Jiangxi, Jiangsu and Inner Mongolia, with an annual total slaughter of about 3.5 million heads.
In the first half of this year, New Hope slaughtered 6.5438+0.35 million pigs, an increase of 650,000 pigs, an increase of 93.6%.
Tianbang Food said that the design capacity of Fuyang Slaughterhouse is 5 million heads, and it still needs a process to increase the output in the future.
In addition to the industrial layout directly related to pig raising, let's talk about the plate layout that pig enterprises rarely see.
In addition to the common feed, pigs, meat and poultry, and food sectors, New Hope Liuhe has actually laid out supply chain finance since 20 16, and its Sichuan Wangxin Bank is one of the three largest Internet banks in China.
New Hope Liuhe also established Digital Agriculture Research Institute and Smart Logistics Company.
In addition to being "pig hair", Mu Yuan is also involved in oil and computers.
In May, 20021,Muyuan Logistics invested 40% to set up an oil and gas limited company with a local state-owned enterprise and a central enterprise, which controlled the largest fuel cost of transportation from the source.
In February of the same year, Muyuan Investment 1 100 million established Henan Muyuan Cloud Computing Technology Co., Ltd., specializing in the research and development of cutting-edge technologies such as big data and artificial intelligence to realize 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 vigorously expand the industrial chain?
As we all know, raising pigs is a highly cyclical industry.
Taking the pig cycle of 20 18 as an example, the pig production capacity in China has experienced great ups and downs, and the pig price has also fluctuated greatly.
In 20021year, affected by the low price and high cost of pigs, many retail investors were eliminated, and most pig enterprises were in a state of deep loss.
Industrial chain layout can improve this situation.
First of all, the extension of the upstream industrial chain can help pig enterprises strengthen their cost control capabilities.
Since this year, the cost of raising pigs has been rising all the way.
According to the data of national feed production situation in August 2022, the average prices of compound feed and concentrated feed for fattening pigs from June to August this year were 3.65 yuan/kg and 5.56 yuan/kg respectively, with cumulative year-on-year increases of 6% and 6.5% respectively.
The layout of grain plate and feed business can enhance the price control right from the source, avoid the risks brought by some grain 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.
In the four links of breeding-transportation-slaughter-sales, from breeding directly to sales, the cost brought by intermediate transportation can be saved, especially when the pig price is at a low point, the overall impact on pig enterprises can be appropriately alleviated.
However, due to the high investment cost and low capacity utilization rate in China's slaughter industry, it is a long-term process for the layout of the downstream industrial chain to be effective, and it is difficult to see the benefits from short-term investment.
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, the control of the whole process of breeding is in your hands, which can undoubtedly maximize the profit of breeding.
Moreover, multi-link efforts can eliminate the profit loss caused by the periodic ups and downs of a certain link and improve the ability to cope with the pig cycle.
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The pig industry in China has broken away from the chaotic situation and entered the era of refined management. The competition among aquaculture enterprises is no longer limited to who has more pigs, but also depends on who has low cost, less epidemic and high survival rate.
At present, domestic pig enterprises are making every effort to develop the whole industrial chain of pig breeding, slaughtering, processing, distribution and sales, and even exert their efforts in cost control of individual links, which is very beneficial to the further progress of the whole industry.
It is foreseeable that future pig enterprises will have differences with pigs in many aspects, and there will be more possibilities for industry development.
Do you think there will be "all-round pig enterprises" in the pig industry in the future? Welcome to leave a message for discussion!