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时间: 2020年02月25日 07:53 | 来源: 凹凸曼Ta哥 | 编辑: 靖学而 | 阅读: 1745 次

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  加裕养猪谈论    Pork Commentary    加裕总裁兼CEO   Jim Long    Jim Long President – CEO Genesus Inc    美国瘦肉型生猪到达90美分    US Lean Hogs Reach 90¢    上星期五美国瘦肉型生猪报价到达每磅90美分。猪肉的需求和低量的生猪供给把报价推得更高。加工商的赢利率依然不错,美国农业部的猪肉胴体屠宰切割报价超越每磅1.01美元,出产商和加工商都在挣钱。这是猪肉工业在迪士尼乐土奇幻的一天。    Last Friday US lean hogs reached 90¢ lb. Pork demand is and lower hog supplies are driving prices higher.  Packers margins remain good with USDA pork carcass cut-outs over $1.01 per lb. Producers and Packers both making money.  It’s a virtual day at Disneyland for the Pork Industry.    我爸爸老是说,商场导向的一个首要目标是“谁在给谁打电话”。 加工商称简直好几个月没有人在寻觅生猪,在国际猪肉饱览会上咱们接到了加工商的电话。对咱们来说,这预示着报价上涨。自国际猪肉饱览会以来,瘦肉型生猪现已上涨了每磅10美分或每头猪20美元。谁在给谁打电话!跟着新屠宰加工厂的投产,咱们等待更多的来电。跟着猪肉切割报价超越了每磅1.00美元的起浮,以及更低量的生猪供给,运营杰出的加工商盈余丰盛。咱们估计将来几周将有更高的切割猪肉报价和更高的瘦肉型生猪报价。    My father always said a major indicator of market direction was “who’s calling who.”  For many months Packers called virtually no one looking for hogs, at the World Pork Expo we had Packers calling.  To us it was an indication of a coming surge in prices.  Since the WPX lean hogs have jumped over 10¢ lb. or $20 per head.  Who’s calling who! As the new packing plants come on board we expect even more calling.  With surging Pork cut - outs over $1.00 a lb. lower hog supplies, good packer margins.  We expect higher pork cut – outs and higher lean hog prices over the next few weeks.    几个月来,即使是夏日瘦肉型生猪期货也有60美分,咱们坚定地写道,夏日的瘦肉型生猪将会到达80美分。这是根据咱们所监测的全球生猪报价,它是北美在出口商场竞争的目标。出口拉动报价。许多猜测者谈到许多国家他们从未去过或运营过事务。咱们的事务有幸能取得全球商场的每日报导;这有助于咱们猜测曩昔被称为“后40英亩”。    For months even when summer lean hog futures were in the 60’s we steadfastly wrote summer lean hogs would reach into the 80’s.  This was based on Global Hog Prices we monitor as indicators where North American competes in the export market.  Exports pull prices.  A lot of forecasters talk about countries they never been too or done business in.  We are fortunate in our business to get daily Global Market exposure; it helps us see beyond what used to be called the “back 40 acres”.    这是加裕公司直接参与全球大型出产项目的因素之一。这是一个全球性的工业。咱们需求“放眼全球,安身当下”。    It’s one of the reasons Genesus is directly involved in the Global Mega Producer project.  It’s a Global Industry.  We need to all “Think Globally, Act Locally”.    这个连接能够让你观赏在国际猪肉饱览会上举办的全球大型出产商的采访。    This link will take you to an interview re Global Mega Producer held at the World Pork Expo.    http://www.nationalhogfarmer.com/marketing/global-changes-pork-industry    安大略省猪肉会议    Ontario Pork Congress    曩昔一星期咱们到会了安大略省猪肉会议。安大略省是加拿大一个具有30万头母猪的省份。    This past week we attended the Ontario Pork Congress.  Ontario as a province of Canada has about 300,000 sows.    咱们的调查    Our Observations    加拿大的报价反映出高兴的出产商正在冲击着美国生猪报价,1加元价值75美分,正指挥着加拿大从临产到育肥之间的赢利(现在每头猪70-90美元)。    Happy Producers Surging U.S hog prices which Canada mirrors and a Canadian dollar that is worth 75¢ to the U.S dollar is leading to Canadian Farrow to Finish profits of between ($70-90 per head currently)    安大略没有满足的屠宰加工产能。每周有2-2.5万头猪运送10个小时到魁北克的商场。    Ontario has not enough packing capacity.  20-25,000 head a week travel 10 hours to Quebec for market.    安大略省有许多出产商。其间只要2个出产商具有超越1万头母猪,他们在15000头的范围内。大多数是家庭农场,种玉米,养猪,具有自个的土地。许多区域的土地是每英亩2万加元(44,000美元每公顷)。来自土地和家畜出产的财富使许多出产商具有数百万的财物净值。    Ontario has many producers.  There are only 2 producers with over 10,000 sows, they are in the 15,000 range.  Most are family farms, grow corn, raise hogs, own land.  Land is in many areas is C $20,000 an acre ($44,000 Hectare).  The wealth from land and livestock production has lead to many producers having net worth in the multi million range.    有一些新的母猪场正在缔造,一些现已建完。很难取得修建答应。2500头的母猪场-500万美元。育肥场里2500头猪需求价值300美元的空间。有些扩大,但较小的出产质量。每英亩土地价值2万美元,繁育更新,猪舍-设备的运用年限,劳动力的可用性,所有这些使得一些人退出了出产。当尘埃落定时,咱们估计不会有多少净母猪数量扩大。    There are some new sow barns being built, some finishing.  Hard to get building permits to build.  Sow Barns 2500 sows - $5 million U.S.  Finishing $300 U.S space (2500 head).  Some expansion but also smaller produces quality.  Land at $20,000 acre, generational change, age of barns – equipment, labor availability, all contributing to some producer exiting.  When dust settles we expect little net sow expansion.    在安大略省猪肉会议上,有许多对于密歇根州新屠宰加工厂的言辞。那里离一些安大略出产商只要不到4小时的旅程。当这个厂开端投建的时分,可能会致使一些猪群的移动。当密歇根州的屠宰加工厂投产时,泰森食物、印度猪肉和JBS Swift ad Hadfield可收购的生猪将会更少。    Lots of talk at Ontario Pork Congress about the new packing plant in Michigan.  It is less then 4 hours from some Ontario Producers.  When it starts up probably will lead to some shifting where hogs go.  Tyson, Indian Pork and JBS Swift ad Hadfield pens will have fewer hogs to chase when Michigan starts.    在加拿大,加工商不会采购瘦肉精生猪。而美国依然有很多的瘦肉精猪。安大略省的生猪出产商留意到了饲喂瘦肉精生猪在本钱和功能方面的优点。出产商现已迷失在这种利益中了。有几个出产商通知咱们,假如美国的加工商会买饲喂瘦肉精的猪,那么他们会想去美国养猪。这即是经济优势。    In Canada Packers will not purchase Paylean hogs.  In the U.S lots of Paylean pigs still fed.  Ontario Hog Producers see the benefit of feeding Paylean in cost and performance.  The Producers have lost that benefit.  A couple producers told us that if U.S packers would buy Paylean fed pigs, they would want to go there.  The economic advantage.  6.png  全球大型出产商    Global Mega Producers33.png22.png55.png44.png66.png234.png

  据道琼斯6月30日音讯,美国农业部(USDA)周五发布,美国2017年一切棉花栽培面积估计到达1,205.5万英亩,此前商场预估1,227.8万英亩,2016年实践栽培面积为1,007.3万英亩。

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Arial">近来受首要原材料原纸报价的大幅动摇影响,先后又有其间现已建成开发的海口的电影公社,只是敞开2个街区,游客人数就超过了200万,并且,由所以实景复原,招引大批摄制组前往拍戏,产地求过于供。比如冯小刚导演近期的新片《芳华》,直接挑选电影公社作为取景地。现在拍照地“芳华小院”也已变成游客必去“探秘&rdquo;的景点之一。

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(靖学而编辑《凹凸曼Ta哥》2020年02月25日 07:53 )

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