加裕養(yǎng)豬評論

　　

　　上周，芝加哥商品交易所夏季廋肉型生豬合約保持著牛市行情，周五收盤時達到了合約的新高。6月為81.85美分，7月為81.900美分，8月為81.300美分。就在一個多月前的4月21日，6月份的瘦肉型生豬期貨價格為67.77美分。自4月21日以來，6月份每頭豬的期貨價格上漲了大約30美元。如果有的話，這是一個看漲的舉動。價格是由需求驅(qū)動的，上周五美國分割豬肉價格是每磅90.79美元反映了這點。國內(nèi)和全球的需求正在推高加工商從豬肉買家手中獲得強勁價格的能力。盡管美國豬肉產(chǎn)量在過去幾周創(chuàng)記錄了。豬肉需求目前是驚人的，我們預(yù)計在未來幾周過去幾周，生豬市場數(shù)量季節(jié)性減少，豬肉價格將繼續(xù)上漲。

　　

　　The bullish run of summer Lean Hog Contracts continued last week with the CME Friday close reaching new life of contract highs.  June 81.85, July 81.900, August 81.300.  On April 21 just over a month ago June lean hog futures were 67.77.  Since April 21 June has jumped about $30 per hog.  That is a bullish move if there ever was one.  Its been driven by demand, reflected by U.S Pork Cut-Outs which were $90.79 a lb. last Friday.  Domestic and Global demand is pushing the ability of Packers to get strong prices from pork buyers.  This despite record U.S pork production the last several weeks.  Pork demand is currently phenomenal and we expect over the coming weeks as hog market numbers seasonally decline the pork cut out and hog prices will continue to surge higher.

　　

　　如此來看，美國胴體牛肉的分割價格從可供精選的每磅2.18美元上升到現(xiàn)在可選的每磅2.45美元。而豬肉分割出來后以90美分的價格批發(fā)銷售，相當(dāng)于目前牛肉分割價格的40%。對消費者來說豬肉是有競爭力的紅肉。

　　

　　To put in perspective U.S Beef cut outs for a carcass range from Select $2.18 lb. to Choice $2.45 lb.  Pork cut outs at 90￠ puts wholesale pork meat at 40% of current beef cut out.  Pork is the competitive red meat for consumers.

　　

　　展望未來，如果我們能夠擺脫對瘦肉生產(chǎn)的迷戀，專注于豬肉的口味和風(fēng)味，那么從牛肉市場中分一杯羹貌似也是有可能的。如果我們能提供符合消費者口味和風(fēng)味的豬肉產(chǎn)品，對比牛肉的價格，豬肉價格還可以更高。消費者用他們的錢進行投票，現(xiàn)在他們支付牛肉要比支付豬肉更多的錢。如果我們把注意力集中在需求上，就有機會將我們生產(chǎn)的豬肉朝向更好口味的方向發(fā)展。這意味著更深色的豬肉，更高的系水力和更多的大理石花紋。口味，風(fēng)味是推動生豬價格和豬肉價格上漲的關(guān)鍵。人們因為味道而吃牛肉，但他們并不想花更多的錢。

　　

　　Going forward if we could ever get rid of our obsession with lean in our industry and focus on pork with better taste and flavor the opportunities to pull market share from beef is plausible.  The ratio of beef price versus pork allows for higher pork prices if we can deliver a product that meets the consumers taste and flavor desires.  Consumers vote with their money and currently they will pay significantly more for Beef then Pork.  There is an opportunity for Pork if we focus on demand, to evolve our pork we produce more in the direction of better tasting pork.  That means darker pork, high water holding capacity and more marbling.  Taste, Flavor is our key to pushing hog prices and pork prices higher.  People eat beef because of taste, they didn’t necessarily want to spend more money.

　　

　　世界豬肉博覽會

　　

　　World Pork Expo

　　

　　下周世界豬肉博覽會將會在得梅因舉行。美國和國際養(yǎng)豬業(yè)人士是時候該相聚一起。我們十分期待本次博覽會，因為我們可以見到客戶和業(yè)內(nèi)的朋友了。與同行的互動是有價值的。我們都可能陷入自己的泡沫中，較好能夠從中走出來，可以通過別人和想法暴露出來。我們行業(yè)在過去的幾年里迅速發(fā)展。整合已經(jīng)發(fā)生并將繼續(xù)?，F(xiàn)在27個全球大型生產(chǎn)商擁有超過10萬頭母豬。我們行業(yè)的發(fā)展還將繼續(xù)。我們都面臨著要跟上步伐的挑戰(zhàn)。即將到來的世界豬肉博覽會向我們所有人展示行業(yè)的現(xiàn)狀和未來。加裕公司的展臺將位于各種行業(yè)展會東側(cè)。邀請各位順路來我們展會，一同聊聊養(yǎng)豬。你我的生計可能取決于養(yǎng)豬行業(yè)和行業(yè)走向。

　　

　　Next week is the World Pork Expo in Des Moines.  It is a time for the U.S and International industry to get together.  We look forward to it because we get to see customers and industry friends.  There is value in interaction with fellow producers.  We all can get in our own bubble and its good to get out and be exposed to other people and ideas.  Our industry has evolved mightily over the years.  Consolidation has and will continue.  There are now 27 Global Mega Producers with over 100,000 sows.  Evolution will continue in our industry.  We all are challenged to keep up.  Coming to the World Pork Expo exposes us all to what’s here and what’s coming.  We will be in the Genesus Tent East of the Varied Industry Building.  You’re invited to drop by and talk Pigs.  You like me livelihood probably depends on it and where its going.

　　

　　加裕公司誠摯地邀請您參加

　　

　　餐點供應(yīng)

　　

　　加裕公司展位指引

　　

　　Lowa State露天廣場，位于位于各種行業(yè)展會旁邊（與去年相同的展位）

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