加裕養(yǎng)豬評(píng)論　　　　Pork Commentary　　　　加裕總裁兼CEO Jim Long　　　　Jim Long President – CEO Genesus Inc.　　　　2017年6月6日　　　　June 6, 2017　　　　世界豬肉博覽會(huì)　　　　World Pork Expo　　　　世界豬肉博覽會(huì)本周在愛荷華州得梅因舉行。它是世界上最重要的年度豬肉博覽會(huì)。美國和全球養(yǎng)豬行業(yè)人員都會(huì)出席。這個(gè)博覽會(huì)展示了這個(gè)行業(yè)的新興事物，也是關(guān)于世界上被食用最多的肉類—豬肉的慶祝會(huì)?！　　　his week is the World Pork Expo in Des Moines, Iowa. It is the premier annual Pork Expo held in the World. The who’s who of the American and Global Swine Industry will be represented. The Expo is a showcase of what’s new in the industry and a celebration of the worlds most eaten meat – Pork.　　　　在今年的博覽會(huì)上，加裕公司作為創(chuàng)始贊助商將與《全國養(yǎng)豬農(nóng)》、《美國領(lǐng)先豬業(yè)雜志》和《豬信組織》啟動(dòng)全球大型生產(chǎn)商項(xiàng)目。全球大型生產(chǎn)商認(rèn)可全球養(yǎng)豬生產(chǎn)商擁有超過10萬頭母豬?，F(xiàn)在已經(jīng)有26家全球大型生產(chǎn)商被認(rèn)證。這些生產(chǎn)商總共擁有720萬頭母豬，這個(gè)數(shù)字比美國所有生產(chǎn)商的總和還要大得多?！　　　t the Expo this year Genesus as Founding Sponsor will in conjunction with the National Hog Farmer, America’s leading Swine Magazine and Swine e-letter organization will launch the Global Mega Producer Program. Global Mega Producer recognizes Global Swine producers with over 100,000 sows. There have been 26 Global Mega Producers identified. In total these producers have 7.2 million sows, a number larger then all of the U.S producers combined.　　　　就像大多數(shù)的商業(yè)活動(dòng)一樣，全球的養(yǎng)豬產(chǎn)業(yè)仍在繼續(xù)整合。觀察全球正在發(fā)生的事情，理解、學(xué)習(xí)并且為現(xiàn)在和將來做準(zhǔn)備，是一個(gè)應(yīng)該被接受的現(xiàn)實(shí)。加裕公司非常自豪能成為全球大型生產(chǎn)商項(xiàng)目的一員。Steve May和Cheryl Day與《全國養(yǎng)豬農(nóng)》的努力使這一概念得以實(shí)現(xiàn)，如今已經(jīng)達(dá)成現(xiàn)實(shí)?！　　　he global swine industry continues to consolidate, as is most of every business activity. To understand, learn and prepare for now and in the future observing what is happening Globally is a reality that should be embraced. Genesus is very proud to be part of the Global Mega Producer project. The efforts of Steve May and Cheryl Day with National Hog Farmer to bring the concept to fruition has now become a reality.　　　　全球大型生產(chǎn)商項(xiàng)目的啟動(dòng)將從世界豬肉博覽會(huì)開始。歡迎前往加裕公司展臺(tái)了解全球大型生產(chǎn)商清單的細(xì)節(jié)。(6月7日星期三上午10點(diǎn)將在《全國養(yǎng)豬農(nóng)》的Facebook頁面上舉行直播活動(dòng))　　　　The Global Mega Producer project launch will begin at no better place then the World Pork Expo. Come to the Genesus Tent to see the details of the Global Mega Producer List. (Will be having a Facebook Live event on the National Hog Farmer Facebook page at 10:00am on Wednesday June 7th)　　　　中國進(jìn)展　　　　China Update　　　　中國豬肉進(jìn)口一直是推動(dòng)全球生豬和豬肉價(jià)格的關(guān)鍵因素。隨著在中國連續(xù)幾個(gè)月創(chuàng)紀(jì)錄的盈利，我們都希望看到行業(yè)擴(kuò)張。而中國農(nóng)業(yè)部較新數(shù)據(jù)并沒有預(yù)示行業(yè)正在擴(kuò)張?！　　　hina Pork imports have been a key driver in the Global Hog and Pork Prices. With record profits in China with many consecutive months of profits we would all expect to see expansion. The latest China Ministry of Agriculture data does not indicate expansion happening.　　　　中國母豬存欄 China Sow Inventory　　　　　　比一年前減少了138萬頭?！　　　own 1.38 million year over year.　　　　中國國內(nèi)生豬存欄 China National Pig Inventory　　　　比一年前減少了1827萬頭?！　　　own 18.27 million.　　　　實(shí)際情況是，母豬數(shù)量比一年前減少了138萬頭，而生豬數(shù)量減少了1827萬頭?！　　　eality is less sows year over year of 1.38 million and 18.27 million smaller pig inventory.　　　　來自加拿大種豬出口商協(xié)會(huì)駐華首席代表胡松的一篇報(bào)道:　　　　From a Report by Hu Song CSEA:　　　　新的環(huán)境政策要求對(duì)生豬生產(chǎn)進(jìn)行拆遷。假設(shè)10%的全國生豬庫存必須被拆遷，相當(dāng)于1600萬頭豬或等同于1602個(gè)新建生豬場(每年產(chǎn)量1萬頭)或1555個(gè)新建母豬場(每個(gè)農(nóng)場1000頭)?！　　　he new environmental policy requires relocation of pig production. Assuming 10% of national pig inventory has to be relocated, it refers to 16 million pigs or equivalent to 1602 new pig farms (10,000 yield per year) or 1555 new sow farms (1000 per farm).　　　　總結(jié)　　　　Summary　　　　中國母豬群體并沒有擴(kuò)張，生豬庫存進(jìn)一步減少，環(huán)境政策關(guān)閉了豬場。在我們看來，未來中國的進(jìn)口豬肉市場可能會(huì)保持強(qiáng)勁。中國目前的生豬價(jià)格反映出持續(xù)低迷的生豬供應(yīng)情況。豬價(jià)為15.38元/公斤或每磅活重1.01美元?！　　　hina sow herd is not expanding, pig inventory lower, environmental policy closing farms. Seems to us China market for imported pork will stay strong for conceivable future. China’s current hog price is a reflection of continued low hog supply. 15.38 Rmb/kg or $1.01 U.S live weight a pound.　　　　加裕公司誠摯地邀請(qǐng)您參加　　　　世界養(yǎng)豬博覽會(huì)　　　　周三和周四　　　　6月7日-8日　　　　4:00pm-7:00pm　　　　加裕公司展位　　　　EV530：與去年相同的展位，詳見地圖　　　　餐點(diǎn)供應(yīng)　　　　加裕公司展位指引　　　　Lowa State露天廣場，位于各種行業(yè)展會(huì)旁邊（與去年相同的展位）　　　　創(chuàng)始贊助商　　　　全球大型生產(chǎn)商