78% of the country's pig farms are losing money, but the profit of the slaughter enterprises has risen sharply, and the country has begun to take control!
2017 listed feed business performance
Feed sales of various enterprises in 2015-2017 (10,000 tons)
The highest profit: Wen's shares, 6.75 billion yuan, cash dividends of 2.008 billion yuan
The largest sales: New Hope Liuhe, 15.72 million tons
The largest sales of pigs: twins, 9 million tons
The largest sales of poultry: New Hope Liuhe, 10.29 million tons
Sales growth is the fastest: Haida, with an annual growth of more than 1 million tons
The highest gross profit of feed: Dabei Nong, 22.46%
20 million tons target: 2021 New Hope Liuhe, 2022 Haida
In 2017, the revenue was 55.657 billion yuan and the net profit was 6.751 billion yuan, down from 2016.
In 2017, it sold 1,904.17 million pigs, accounting for 2.77% of the national market. It is the country's largest pig breeding and pig breeding enterprise. The average annual sales price is 15 yuan/kg, and the gross profit margin is 24.8%.
In 2017, the company sold 776 million commercial broilers. The domestic yellow feather broiler breeding scale was the first, with an annual income of 16.668 billion yuan and an average sales price of 11.65 yuan/kg. The sales of commercial meat ducks were 30.979 million, with an income of 1.149 billion yuan; and the number of dairy cows was 21.7 million. Head, sales of raw milk of 55,300 tons, finished milk of 18,300 tons, and sales income of 490 million yuan.
In 2017, the cash dividend was 2.008 billion yuan.
New hope six and
In 2017, New Hope Liuhe achieved a total operating income of 62.567 billion yuan, a year-on-year increase of 1.687 billion yuan, an increase of 2.77%. The net profit attributable to shareholders of listed companies was 2.28 billion yuan, a year-on-year decrease of 189 million yuan, a decrease of 7.66% (profit). The main reason for the decline was that H7N9 flu affected the profit of poultry farming and poultry business, and the gross profit of feed was 6.18%.
In 2017, the sales volume of New Hope Liuhe feed products reached 15.57229 million tons, a record high of nearly 5 years, an increase of 834,700 tons, an increase of 5.61%: of which the sales of pigs reached 4.19 million tons, an increase of 20%; the sales of poultry were 10.29 million tons, an increase of 3%; the sales of aquatic products nearly 860,000 tons, an increase of 8%. The first bio-environmental fermented sow material “moon meal”, the “meat and sheep benefit” that does not feed roughage, the high-end puffed fish “fish and fish”, and the aquaculture water transfer product “water elf” And other innovative products.
In 2017, the new hope six and slaughter pigs 2.4 million heads, the annual PSY26.5, the current production capacity of pigs is 14.8 million heads, chickens, ducklings 606 million, self-supporting commercial chickens and commissioned commercial chickens and ducks 203 million .
Target: New Hope 6 and 2021 feed exceeded 20 million tons of sales; in the pig business, concentrated development in the advantageous area, in the domestic insurance five fight three, in 2021 impacted 30 million pigs.
In 2017, revenue was 32.557 billion yuan, up 19.76% year-on-year, and net profit was 1.207 billion yuan, up 41.06% year-on-year.
In 2017, the sales volume of feeds was 8.49 million tons, an increase of 15.77% year-on-year, accounting for 4.3% of the national feed production. The sales volume of aquatic products increased by 22.72% year-on-year, the sales volume of pig materials increased by 31.94%, and the sales volume of poultry materials increased by 7.78%.
In 2017, sales of motion insurance products reached 395 million yuan, a year-on-year increase of 37.48%, gross profit margin of 49.73%; sales of agricultural products was 1.206 billion yuan, up 33.34% year-on-year, and pigs slaughtered 460,000 heads, up 43% year-on-year; sales of sales business was 4.354 billion yuan, year-on-year. Growth of 2.17%.
Haida achieves low fishmeal formula technology on aquatic feed.
In 2017, Haida Group led the development of the industry standard "feedstock raw fish paste".
Target: Starting from 2018, Haida's feed sales are expected to increase by more than 2 million tons per year. The goal for 2022 is 20 million tons.
Zheng Da Group
In 2017, revenue was 5.638 billion US dollars, up 6.8% year-on-year; agriculture and animal husbandry business in China and Vietnam accounted for 65.5% and 34.5% respectively.
The total income of agricultural and animal food in China increased by 21.6% to 3.691 billion US dollars, feed business accounted for 87.9%, and culture and food accounted for 12.1%; China's feed sales increased by 13.8% to 6.91 million tons, gross profit rate was 15.5%; pig feed, poultry, Aquatic products, other feeds and premixes accounted for 52.9% (3.64 million tons), 27.7% (2.3 million tons), 9% (450,000 tons), 5.4% and 5%, respectively.
Total income from agricultural and animal husbandry in Vietnam fell by 13.3% to US$1,947 million, feed business accounted for 42%, and culture and food accounted for 58%; Vietnam's feed sales fell by 7% to 1.8 million tons, including pigs, poultry, aquatic products and other feeds. Accounted for 49.2%, 22.5%, 27.0%, 1.3%.
In 2017, Tangren realized an operating income of RMB13,722,500,900, a year-on-year increase of 26.12%; the net profit attributable to shareholders of listed companies was RMB310,035,500, an increase of 54.37% over the same period last year.
In 2017, Tangren God sold 4,465,300 tons of feed, up 22.85% year-on-year, of which pig feed increased by 36.9% year-on-year and feed gross profit was 9.55%. The development model was “Bigmei Yingwei brand to make scale farms, camel brand to be a family farm, In 2016 and 2017, the four items of feed ton of the headquarters decreased by 46 yuan and 35 yuan respectively.
In 2017, the number of live pigs was 544,000, an increase of 287% year-on-year. As of the end of December 2017, the company had 44,600 sows.
In 2017, Tang Shen Shen proposed the business goal of “Being the leader of good sausages in China”. The meat business was repositioned as “Chinese sausage, casual meat, brand fresh meat” for the development of three major products. In 2017, Chinese sausage was realized. The single product exceeded 100 million yuan, an increase of 27.3%.
In 2017, Dabei Agricultural Group achieved a total operating income of 18.742 billion yuan, an increase of 11.29% over the same period of the previous year. The net profit attributable to shareholders of listed companies was 1.265 billion yuan, an increase of 43.34% over the same period of the previous year.
In 2017, the sales volume of feed was 4.437 million tons, up 11.04% year-on-year, of which pig feed was 3.691 million tons, up 12.39% year on year, aquatic feed was 380,800 tons, down 1.72%, and ruminant feed was 268,500 tons, up 13.75% year-on-year. The feed was 90,600 tons, an increase of 8.08%.
The feed gross profit was 22.46%.
In 2017, Dabei Agricultural Holding Co., Ltd. had about 50,000 sows, and the number of commercial pigs was about 431,500. In the whole year, there were about 642,500 live pigs (excluding participating stock companies).
In 2017, Dabei Nong managed and traded pigs through the pig network to reach 50 million pigs. The annual live pig and input transaction volume exceeded 50 billion yuan, and through the implementation of the “new intermediate strategy”, 145 offline operation centers were established. , 113 companies in the core enterprises.
Objective: The company's feed industry positioning is based on pig feed, focusing on front-end materials, suckling pig feed and sow feed, and aiming to achieve a 20% market share of high-end pig feed within three years.
Hefeng Animal Husbandry
In 2017, Jin Xinnong achieved a main business income of 13.696 billion yuan, an increase of 15.38% over the same period of last year. The net profit attributable to the parent company was 471 million yuan, an increase of 10.32% over the same period of last year.
In 2017, Hefeng's feed sales volume was 221,800 tons, up 2.18% year-on-year; among them, pig feed sales were 925,700 tons, up 12.08% year-on-year, and the proportion of pig materials also increased from 38.33% in 2016 to 42.04% in 2017; poultry The sales volume of feed was 812,000 tons, down 7.50% year-on-year (subject to the market for egg poultry); the sales volume of ruminant feed was 317,900 tons, down 7.22% year-on-year (due to the decline in dairy stocks and the conversion of large pastures to self-contained feed); sales of aquatic feeds reached 130,200. Tonne, an increase of 33.95%. The gross profit margin of the feed was 12.78%.
In 2017, the total slaughter volume of Baiyu broiler chickens was 392 million feathers, ranking first in the country. The total number of white feather broilers in the company's holding and participating companies was 275 million feathers, and the number of live pigs was 58,500 heads.
In 2017, Jinxinnong achieved a main business income of 3.061 billion yuan, an increase of 10.80% over the same period of last year. The net profit attributable to the parent company was 67,567,800 yuan, a decrease of 57.40% compared with the same period of last year.
In 2017, the sales volume of Jinxinongong feed was 769,100 tons (including sales to internal aquaculture enterprises of 70,400 tons), which was 5.10% higher than that of the same period of last year. The gross profit of feed was 13.02%. The sales volume of pig feed increased by 7.31% year-on-year. The sales of high-end pigs such as pigs increased by 8.73%, 6.00% and 4.82% respectively. The company's pigs accounted for 97% of the total, and the high-end pigs in the pigs accounted for more than 45%. The company's feed sales direct sales ratio is maintained at more than 60%.
In 2017, Jinxinong accumulated a total of 374,800 pigs, including 109,600 pigs, pigs and commercial pigs of 147,900 and 117,300.