

2017年4月12日周價格表

美國市場報告
USA Market Report
Allan Bentley
abentley@genesus.com
市場的外部影響似乎總是我們從沒見過的黑天鵝事件。
在這種情況下,中東地區(qū)的發(fā)展應當對生豬市場沒有任何關聯,雖然那個地區(qū)沒有很多豬肉消費者。
有很多關于新屠宰加工廠要投入生產的傳聞,因此將增加屠宰場之間的競爭。但是請記住,相當大部分的屠宰吊鏈空間被垂直經銷商使用,因此不幸的是,可能限制屠宰空間的屠宰商將不得不相互競爭。
我不玩所有的能力,這是實質性地而且積極正面的豬肉行業(yè)。更大的問題是我們要把額外的豬肉銷往哪里?
我們一直在擴大群體去滿足屠宰加工廠的需求,因此我希望我們有買家排隊購買市場上的新產品。每個人都指望出口,出口的份額已經占總屠宰量的21%。
Outside influences on markets always seem to be that black swan event we never saw coming.
In this case, the developments in the Middle East should not have any relevance on the hog market, as there is not a lot of pork consumed in that region.
There is a lot of speculation about the new packing plants coming on line, as it should increase competition between packers. But remember, a very large part of this shackle space is used by the vertical integrators, so unfortunately that may limit the space packers will actually have to bid against each other.
I am not down playing all the capacity, it is substantial and very positive for the Pork Industry. The bigger concern is where are we going to sell this extra meat?
We are growing the herd to meet the needs of these plants, so I hope we have buyers lined up to purchase the new product on the market. Everyone is counting on exports, which are around 21% of the total kill.
并不意味著我們出口所有生豬,20年前大部分的內臟會被出口?;鹜龋i腰,豬尾巴等都有市場。我們可以看到的是這些原始削減成本的變化。我們甚至可能需要算上內臟。通常在北美消費的產品會便宜些,比如豬腰。雖然有些產品不在原先的組合物之中,也可能會有更大的價值。
我們看到很多合同中,屠宰加工商將分割價值作為他們支付這些生豬的公式的一部分。然而,許多地區(qū)的生豬沒有被計入U.S.D.A.發(fā)布的602報告中。
“我們銷售一切除了尖叫聲”的說法,現今比20年前更貼切。隨著大齋節(jié)之后現貨市場走高,應該阻止那些期貨價格進入夏天后走低,為秋天提供一個更好的套期保值機會。
That does not mean we export the whole hog, much of the offal is exported, where it was rendered 20 years ago. Hams, loins, butts, etc. all have markets. What we could see is a shift in cost of each of these primal cuts. We might even need to add the offal into the mix. Products that are normally consumed in North America might get cheaper, such as loins. While some of those products that are not in the primal mix might have a greater value going forward.
Many of contracts we see with packers have a cutout value as part of the formula they pay for these pigs. However, many parts of the hogs are not calculated in the 602 report put out by the U.S.D.A.
The saying “we sell everything except the squeal” is more relevant today than 20 years ago. As the cash market moves higher after Lent, that should pull up those futures prices heading into summer giving us a better hedging opportunity for the fall.

Bob Wiebe加入加裕公司擔任區(qū)域經理

加裕公司高興地宣布,Bob Wiebe將出任Manitoba區(qū)域經理。
Bob Wiebe有豐富的養(yǎng)豬經驗,管理過自己家族經營的1700頭母豬規(guī)模豬場。Bob過去的銷售經驗表明,他服務周到而且專業(yè),同時保持較高的客戶滿意度。
加裕公司總部位于Manitoba。1995年在Manitoba成立的加裕公司,已經發(fā)展成為世界主要養(yǎng)豬基因公司之一。加裕公司以扎根在Manitoba而自豪。我們知道Bob會保持和發(fā)展我們Manitoba大本營。加裕公司歡迎Bob來到加裕Manitoba家庭。
Genesus is pleased to announce Bob Wiebe as Territory Manager, Manitoba.
Bob has extensive swine experience, operating as Manager of his family-owned 1700 sow unit. Bob’s past sales experience has shown him to be courteous and professional, while maintaining high customer satisfaction.
Genesus’ home is Manitoba. Since starting in Manitoba in 1995, Genesus has grown to be one of the major swine genetic companies in the world. Genesus is proud of our Manitoba roots. We know Bob will maintain and grow our Manitoba home base. Genesus welcomes Bob to the Genesus Manitoba family.
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