加裕養(yǎng)豬評論
Pork Commentary
加??偛眉鍯EO Jim Long
Jim Long President – CEO Genesus Inc.
2017年6月6日
June 6, 2017
世界豬肉博覽會
World Pork Expo
世界豬肉博覽會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。美國和全球養(yǎng)豬行業(yè)人員都會出席。這個博覽會展示了這個行業(yè)的新興事物,也是關于世界上被食用最多的肉類—豬肉的慶祝會。
This 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.
在今年的博覽會上,加裕公司作為創(chuàng)始贊助商將與《全國養(yǎng)豬農》、《美國領先豬業(yè)雜志》和《豬信組織》啟動全球大型生產商項目。全球大型生產商認可全球養(yǎng)豬生產商擁有超過10萬頭母豬。現在已經有26家全球大型生產商被認證。這些生產商總共擁有720萬頭母豬,這個數字比美國所有生產商的總和還要大得多。
At 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.
就像大多數的商業(yè)活動一樣,全球的養(yǎng)豬產業(yè)仍在繼續(xù)整合。觀察全球正在發(fā)生的事情,理解、學習并且為現在和將來做準備,是一個應該被接受的現實。加裕公司非常自豪能成為全球大型生產商項目的一員。Steve May和Cheryl Day與《全國養(yǎng)豬農》的努力使這一概念得以實現,如今已經達成現實。
The 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.
全球大型生產商項目的啟動將從世界豬肉博覽會開始。歡迎前往加裕公司展臺了解全球大型生產商清單的細節(jié)。(6月7日星期三上午10點將在《全國養(yǎng)豬農》的Facebook頁面上舉行直播活動)
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)

中國進展
China Update
中國豬肉進口一直是推動全球生豬和豬肉價格的關鍵因素。隨著在中國連續(xù)幾個月創(chuàng)紀錄的盈利,我們都希望看到行業(yè)擴張。而中國農業(yè)部較新數據并沒有預示行業(yè)正在擴張。
China 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。
Down 1.38 million year over year.
中國國內生豬存欄 China National Pig Inventory
比一年前減少了1827萬頭。
Down 18.27 million.
實際情況是,母豬數量比一年前減少了138萬頭,而生豬數量減少了1827萬頭。
Reality 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會駐華首席代表胡松的一篇報道:
From a Report by Hu Song CSEA:
新的環(huán)境政策要求對生豬生產進行拆遷。假設10%的全國生豬庫存必須被拆遷,相當于1600萬頭豬或等同于1602個新建生豬場(每年產量1萬頭)或1555個新建母豬場(每個農場1000頭)。
The 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
Summary
中國母豬群體并沒有擴張,生豬庫存進一步減少,環(huán)境政策關閉了豬場。在我們看來,未來中國的進口豬肉市場可能會保持強勁。中國目前的生豬價格反映出持續(xù)低迷的生豬供應情況。豬價為15.38元/公斤或每磅活重1.01美元。
China 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您參加
世界養(yǎng)豬博覽會
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
餐點供應
加裕公司展位指引

Lowa State露天廣場,位于各種行業(yè)展會旁邊(與去年相同的展位)
創(chuàng)始贊助商
全球大型生產商

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