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Summary: The scope of power curtailment in Sichuan and Chongqing continues to expand, and feed enterprises are facing the problem of stopping production and cutting off materials; Thunderstorm! Vietnam non-plague vaccination pigs died, and the local emergency stopped; Ministry of Agriculture and Rural Affairs: There is no need to go through the approval of agricultural land for the use of barren mountains and barren slopes and tidal flats in the family pasture of house feeding, and there is no need to go through the land use procedures for free range farming; Finalized! Zhengbang Technology 1 yuan sale of total assets of 3.1 billion yuan subsidiary; Wen's shares have recently been intensively investigated by institutions, and it is planned to increase the number of columns by 8-10 million heads next year.
The scope of power curtailment in Sichuan and Chongqing continues to expand, and feed enterprises are facing the problem of stopping production and cutting off materials
Recently, the continuous high temperature in the Sichuan-Chongqing region has aroused concern. According to Sichuan Rural Daily, at present, most of the large and medium-sized livestock and poultry farms in the province adopt a fully enclosed, full temperature control and intelligent breeding mode, and some farms are equipped with their own generators that can only meet the needs of sudden short power suspension emergencies in key parts. In the event of a sudden power rationing situation, a large number of livestock and poultry deaths in the circle will occur in a short period of time (within 30 minutes).
As of August 19, 7 oil mill crushing enterprises in Sichuan and Chongqing are in a state of suspension of production, only 1 oil mill has maintained production, and the crushing enterprises that started up are ready to stop at any time. Affected by the restricted electricity policy, Sichuan and Chongqing fell rapidly from an average soybean crushing of 13,000 tons last Sunday to 0.2 million tons, only 11.43% of the normal output. The supply of soybean meal in Sichuan is insufficient, and trade and downstream feed enterprises began to purchase and transfer soybean meal from Guangxi into Sichuan and Chongqing. At the same time, high temperature power rationing, Sichuan feed enterprises to take staggered peak production, daily output or a certain degree of decline. The reduction in feed supply has led to an increase in feed prices.
New Pastoral Review: Rare extreme heat weather has brought great challenges to the daily life of residents and animal husbandry production. But everything is slowly getting better, and the new mujun believes that with everyone's efforts, he will soon be able to get through the difficulties.
Thunderstorm! Vietnam non-plague vaccination pigs have died, the local emergency called off.....
On August 24, 2022, according to Vietnamese media reports, there were more than a dozen deaths after the African swine fever vaccine in pigs this month, and the vaccine was decided by the Vietnamese government to temporarily stop using it. According to Vietnam's "National Newspaper", about 600 pigs from several farms in Phu On province in central Vietnam were vaccinated with the NAVET-ASFVAC African swine fever vaccine developed by Navetco, a subsidiary of the Ministry of Agriculture, and the above-mentioned pig deaths occurred.
When the vaccine was launched in early June, Vietnam's Vice Minister of Agriculture and Rural Development, Von Duc Jin, also claimed that the commercial production of African swine fever vaccine met technical requirements to ensure the safety and efficacy of the vaccine. "The successful production of commercial African swine fever vaccines is a historic event. It was further revealed that "the African swine fever vaccine produced in Vietnam has great export potential." ”
Xinmu comments: The safety of non-plague vaccines is questionable, and all parties need to be cautious about the effect of vaccines.
Ministry of Agriculture and Rural Affairs: The use of barren mountains and barren slopes and tidal flats by house-fed captive family pastures does not require approval of agricultural land, and free range breeding does not need to go through land use procedures
At the Fifth Session of the Thirteenth National People's Congress, Deputy Wei Lihua put forward a proposal on supporting the development of family pastures (Recommendation No. 5813), which the Ministry of Agriculture and Rural Affairs recently replied to.
The response includes the following five aspects: 1. Classified management of land for family ranch construction. For family farms raised by traditional grazing, free range breeding, etc., the breeding land does not need to go through the land use procedures; For family pastures raised in captivity, the land involved shall be handled in accordance with the relevant policies of the facility agricultural land. 2. Increase financial support for dairy cattle family farms. 3. Support the construction of family ranch infrastructure. 4. Improve the scientific and technological innovation, training and service system. 5. Improve the epidemic prevention system.
New Pastoral Comments: Family farms are a group with great vitality in the current aquaculture industry. The state's policy support for family farms has increased, and the production of family farmers has become more secure.
Finalized! Zhengbang Technology 1 yuan sale of total assets of 3.1 billion yuan subsidiary!
On the evening of The 21st of July, zhengbang technology (002157.SZ), a domestic A-share head pig enterprise, issued an announcement that it intends to transfer 100% of the equity of Jiangxi Zhengnongtong Network Technology Co., Ltd. (hereinafter referred to as Jiangxi Zhengnongtong) to the controlling shareholder Zhengbang Group at a transfer price of 1 yuan. After the completion of this transaction, the company no longer holds the equity of Jiangxi Zhengnongtong.
On August 22, in response to the transfer of equity of the subsidiary for 1 yuan, the reporter of Dahe Bao and Dahe Caifang contacted the relevant person in charge of the office of the board of directors of Zhengbang Technology as an investor, who explained: "The divestment is mainly a subsidiary with poor benefits and losses, and through low-price transfer, it is conducive to optimizing the company's asset structure, alleviating cash flow pressure, and further reducing the burden brought by the consolidated statements." ”
Xinmu comments: Zhengbang Technology 1 yuan to sell subsidiaries, it is not the first time. This is one of the means for Zhengbang Technology to alleviate the pressure of funds, can it survive until the dawn comes? Let's wait and see.
Wen's shares have recently been intensively investigated by institutions, and it is planned to increase the number of columns by 8-10 million heads next year
After disclosing the 2022 semi-annual report, Wen's shares received a group of 434 domestic and foreign institutional investors from a total of 277 institutions. According to the semi-annual report, Wen's pig industry achieved a monthly turnaround in June this year after more than a year of losses. After the pig industry turned around losses, many institutional investors paid great attention to the company's future expectations and plans.
For the future planning of the barn, Wen's shares said that this year's pig out target is about 18 million heads, and next year it is considered to increase the number of 8-10 million heads on the basis of this year's output, but it will also comprehensively consider the market situation, breeding supporting resources and other factors in time to adjust.
At the same time, Wen's shares said that the production cost of pig seedlings continued to decline, and the production cost of pig seedlings in June and July has dropped to about 370-380 yuan / head. The above core indicators have improved significantly compared with the first quarter.
In terms of pig costs, the effect of Wen's shares to reduce costs and increase efficiency has gradually emerged. Since the second quarter, although the cost of feed in the breeding cost is still increasing month by month, the comprehensive cost has maintained a downward trend month by month, and the comprehensive cost has further dropped to 8.4 yuan / kg in July, and the comprehensive cost of some excellent subsidiaries has achieved about 7.5 yuan / kg.
Xinmu commented: The rise in pig prices has led to the operating cash flow of large enterprises. The cost of pig enterprises, including Wen's shares, is also gradually optimized, who does better? The end of the year is clear.