加裕养猪评论
Pork Commentary
加裕总裁兼CEO Jim Long
Jim Long President – CEO Genesus Inc.
2017年6月6日
June 6, 2017
世界猪肉博览会
World Pork Expo
世界猪肉博览会本周在爱荷华州得梅因举行。它是世界上最重要的年度猪肉博览会。美国和全球养猪行业人员都会出席。这个博览会展示了这个行业的新兴事物，也是关于世界上被食用最多的肉类—猪肉的庆祝会。
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.
在今年的博览会上，加裕公司作为创始赞助商将与《全国养猪农》、《美国领先猪业杂志》和《猪信组织》启动全球大型生产商项目。全球大型生产商认可全球养猪生产商拥有超过10万头母猪。现在已经有26家全球大型生产商被认证。这些生产商总共拥有720万头母猪，这个数字比美国所有生产商的总和还要大得多。
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.
就像大多数的商业活动一样，全球的养猪产业仍在继续整合。观察全球正在发生的事情，理解、学习并且为现在和将来做准备，是一个应该被接受的现实。加裕公司非常自豪能成为全球大型生产商项目的一员。Steve May和Cheryl Day与《全国养猪农》的努力使这一概念得以实现，如今已经达成现实。
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.
全球大型生产商项目的启动将从世界猪肉博览会开始。欢迎前往加裕公司展台了解全球大型生产商清单的细节。(6月7日星期三上午10点将在《全国养猪农》的Facebook页面上举行直播活动)
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)
中国进展
China Update
中国猪肉进口一直是推动全球生猪和猪肉价格的关键因素。随着在中国连续几个月创纪录的盈利，我们都希望看到行业扩张。而中国农业部最新数据并没有预示行业正在扩张。
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.
中国母猪存栏 China Sow Inventory
比一年前减少了138万头。
Down 1.38 million year over year.
中国国内生猪存栏 China National Pig Inventory
比一年前减少了1827万头。
Down 18.27 million.
实际情况是，母猪数量比一年前减少了138万头，而生猪数量减少了1827万头。
Reality is less sows year over year of 1.38 million and 18.27 million smaller pig inventory.
来自加拿大种猪出口商协会驻华首席代表胡松的一篇报道:
From a Report by Hu Song CSEA:
新的环境政策要求对生猪生产进行拆迁。假设10%的全国生猪库存必须被拆迁，相当于1600万头猪或等同于1602个新建生猪场(每年产量1万头)或1555个新建母猪场(每个农场1000头)。
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).
总结
Summary
中国母猪群体并没有扩张，生猪库存进一步减少，环境政策关闭了猪场。在我们看来，未来中国的进口猪肉市场可能会保持强劲。中国目前的生猪价格反映出持续低迷的生猪供应情况。猪价为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.
加裕公司诚挚地邀请您参加
世界养猪博览会
周三和周四
6月7日-8日
4:00pm-7:00pm
加裕公司展位
EV530：与去年相同的展位，详见地图
餐点供应
加裕公司展位指引
Lowa State露天广场，位于各种行业展会旁边（与去年相同的展位）
创始赞助商
全球大型生产商
