加裕養(yǎng)豬評(píng)論　　　　Pork Commentary　　　　加裕總裁兼CEO Jim Long　　　　Jim Long President-CEO Genesus Inc.　　　　美國(guó)瘦肉型生豬價(jià)格持續(xù)走高　　　　U.S Lean Hog Prices Continue to Go Higher　　　　一個(gè)月之前，美國(guó)53-54%瘦肉型生豬價(jià)格為每磅60美分。上周五價(jià)格為74.74美分，一個(gè)月之內(nèi)每頭豬增加了30美元?，F(xiàn)在養(yǎng)殖者不再虧損而是開始盈利了。我們預(yù)計(jì)未來(lái)幾周瘦肉型生豬價(jià)格還會(huì)持續(xù)走強(qiáng)?！　　　 month ago the U.S lean hog price for 53-54% hogs was 60￠ lb. Last Friday they were 74.74￠ lb. a $30 per head increase in a month. Now producers are getting profits not just red ink. We expect lean hogs to continue to get stronger in the coming weeks.　　　　一個(gè)促進(jìn)美國(guó)豬肉出口的因素是，美元兌多數(shù)貨幣走低。美元指數(shù)從1月1日的103.21點(diǎn)，周一收于6個(gè)月的最低96.97點(diǎn)，跌幅6%。走低的美元推高了美國(guó)生豬的價(jià)格和全球競(jìng)爭(zhēng)力?！　　　?em>A factor supporting U.S pork exports is the lowering of the U.S dollar relative to many currencies. The U.S dollar index reflects this declining from 103.21 at the first of January to closing at a six month low Monday at 96.97 a 6% decline. A　　　　lower U.S dollar supports higher U.S hog prices and their global competiveness.　　　　我們手上較新的美國(guó)豬肉出口數(shù)據(jù)為3月份（227,995噸），比去年同期增長(zhǎng)了16%。3月出口總額創(chuàng)下了2016年11月以來(lái)的月度較高水平。我們目前看到的美元下跌應(yīng)該還會(huì)繼續(xù)支持美國(guó)豬肉出口。　　　　The latest data we have on U.S pork exports is March (227,955 metric tons) which was 16% higher then the same month last year. March topped the previous monthly high set in November 2016. A U.S dollar decline that we are seeing currently should support U.S pork exports ongoing.　　　　在我們看來(lái)，生豬體重正在下降。一周前美國(guó)瘦肉型生豬體重為212.24磅，而周一下降到209.66磅。一年前的平均體重則是212.91磅。美國(guó)生產(chǎn)商似乎正在積極地拋售來(lái)保持現(xiàn)在的勢(shì)頭，在持續(xù)高溫的天氣到來(lái)時(shí)，我們預(yù)計(jì)市場(chǎng)生豬體重將進(jìn)一步迅速下降?！　　　?em>It appears to us hog weights are declining. U.S lean hog weights were 212.24 a week ago and appear to be dropping with Monday dropping to 209.66 lbs. A year ago they were averaging 212.91 lbs. It appears to us producers are marketing aggressively to stay current, when sustained hot weather comes we expect a further rapid decline in market hog weights.　　　　七月廋肉豬期貨已經(jīng)突破了每磅80美分。一個(gè)月的時(shí)間就漲到了80美分，真的是令人驚訝。4月21日的時(shí)候7月廋肉豬期貨價(jià)格為每磅69.225美分。現(xiàn)在已經(jīng)超過(guò)了80美分。心理，供應(yīng)，需求都會(huì)影響市場(chǎng)的變化。豬價(jià)已經(jīng)發(fā)生了反轉(zhuǎn)，現(xiàn)在市場(chǎng)看漲?！　　　?em>July lean hog futures have now breached 80￠ lean a lb. It’s amazing what a month can do. On April 21 July lean hogs were at 69.225￠ lb. Now over 80￠. Psychology, Supply, Demand go into what happens in a market. The pendulum has swung and the market is bullish.　　　　豬肉市場(chǎng)可以消化掉更高的的瘦肉豬價(jià)格。周一美國(guó)豬肉分割價(jià)格為每磅87.83美分，每磅分割豬肉和瘦豬肉價(jià)格之間仍有13美分的空間。加工廠仍然運(yùn)營(yíng)良好。隨著今年夏天新的加工屠宰場(chǎng)投產(chǎn)，加工商的利潤(rùn)率將會(huì)下降。生產(chǎn)商可以從中分享到更高的份額?！　　　?em>The Pork market can handle the higher lean hog prices. U.S pork cut-outs Monday were 87.83￠ lb. There is still 13￠ lb. spread between cut-outs and lean hog prices. Packers are still doing quite fine. As the new packing plants come on stream this summer packer margins will decline. This giving producers a better share of the pie.　　　　豬肉加工商一直在賺錢。這對(duì)我們行業(yè)來(lái)說(shuō)是積極地，強(qiáng)大的加工商有能力支付生豬。保持屠宰現(xiàn)代化，推動(dòng)國(guó)內(nèi)和出口銷售?！　　　?em>Pork Packers have been making good money. This is a positive for our industry, strong packers have resources to pay for hogs. Keep plants modern and push domestic and export sales.　　　　舉個(gè)例子，泰森公司最近公布了6個(gè)月的創(chuàng)紀(jì)錄業(yè)績(jī)。凈營(yíng)業(yè)收入為16.05億美元?！　　　√┥称饭究偛眉鍯EO Tom Hayes說(shuō)“我們的牛肉和豬肉業(yè)務(wù)在第二季度創(chuàng)造了巨大的營(yíng)業(yè)收入，使我們能夠投資于我們?cè)鲋禈I(yè)務(wù)的長(zhǎng)期增長(zhǎng)”?！　　　?qiáng)大的屠宰廠對(duì)于養(yǎng)殖者來(lái)說(shuō)是有利的。當(dāng)加拿大Quality加工廠破產(chǎn)時(shí)，許多生產(chǎn)商沒有收到他們生豬的貨款。此外，隨著Quality的轉(zhuǎn)讓和競(jìng)爭(zhēng)減少，生產(chǎn)商的收入也隨后減少了。美國(guó)新建的屠宰場(chǎng)和許多強(qiáng)大的加工廠的資產(chǎn)負(fù)債表，將對(duì)今年的生產(chǎn)者和未來(lái)的幾家廠商有利?！　　　ase in point is Tyson, which recently reported a record first 6 months. Net Operating Income $1.605 billion.　　　　Tom Hayes President and Chief Executive Officer of Tyson Foods “Our Beef and Pork segments generated tremendous operating income in the second quarter, allowing us to invest in the long term growth of our value added businesses.　　　　Strong Packers are good for producers. When Quality Packers went out of business in Canada, many producers didn’t get paid for their hogs. Also with the demise of Quality and less competition, producers got paid less for hogs going forward. The new U.S plants and many strong packer balance sheets will be good for producers this year and for several to come.　　　　加裕新聞稿　　　　Genesus Press Release　　　　加裕公司與鐵騎力士集團(tuán)簽署合作協(xié)議　　　　Genesus and TQLS Sign Contract　　　　鐵騎力士集團(tuán)是由雷文勇先生（英文名雷霆）25年前創(chuàng)辦。它是農(nóng)業(yè)部指定的中國(guó)農(nóng)業(yè)綜合企業(yè)之一，有3條產(chǎn)業(yè)線，包括牲畜飼料、畜禽養(yǎng)殖和食品加工。在全國(guó)擁有51家子公司，超過(guò)6000名員工，年?duì)I業(yè)額在20億美元左右。該公司目前存欄商品蛋雞約300萬(wàn)只，種鴨60萬(wàn)只和母豬2萬(wàn)頭。業(yè)務(wù)未來(lái)發(fā)展將專注于生產(chǎn)和銷售品牌豬肉，在四個(gè)主要地區(qū)投入400萬(wàn)頭生豬產(chǎn)能，分別是四川三臺(tái)縣，四川涼山地區(qū)，貴州銅仁地區(qū)和新疆石河子地區(qū)。Genesus將提供來(lái)自加拿大的注冊(cè)純種豬。我們將提供種豬遺傳和技術(shù)服務(wù)，利用這些新遺傳資源，降低生豬生產(chǎn)成本、改善豬肉品質(zhì)，促成TQLS商業(yè)策略?！　　　QLS was formed by Mr. Lei Wenyong (Thunder in English name) 25 years ago. It is one of the China National Agribusiness Flagships designated by the Ministry of Agriculture with three business lines including livestock feed, livestock and poultry farming and food processing. There are over 6,000 employees working for its 51 subsidies across the country with annual turnover near USD $ 2 billion. The Company currently has an inventory of about 3 million egg layers, 600,000 breeding ducks and 20,000 sows. The future expansion of business will focus on production and marketing of branded pork with an projected capacity 4 million hogs in four major locations-Santai County of Sichuan, Liangshan Region of Sichuan, Tongren prefecture of Guizhou and Shihezi prefecture of Xinjiang. Genesus will provide registered purebred & swine breeding stock from Canada. These new genetics will contribute to above TQLS business strategy by lowering the hog production cost and improving meat quality through the supply of swine genetics and technical service. 　　　　加裕公司與鐵騎力士集團(tuán)合作簽字儀式　　　　Genesus and TQLS Contract Signing　　　　中間為雷文勇先生和加裕公司副總裁Mike Van Schepdael　　　　Center Mr. Lei Wenyong (Thunder) and Mike Van Schepdael Vice President - Genesus