Recently, a large number of feed companies have announced feed price increases. As the price of feed raw materials continues to rise, in order to ensure the quality of feed products, More than ten feed enterprises such as Tianmen Tongwei, Deyang Tongwei, Mianyang New Hope, Deyang Chiyang, Deyang Liyuan, Sichuan Zhengpeng, Jingzhou Oriental Hope, Xiangyang New Hope, Hainan Tongwei, Hainan Hejie, Sichuan Pujiate and so on announced that pigs, chickens, ducks, aquatic materials, etc. rose by 50-150 yuan / ton.
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<h1 class="pgc-h-arrow-right" data-track="231" > soybean meal rose as high as 4100 yuan / ton</h1>
In September, the price of feed raw materials continued to rise. Among them, the distribution quotation of soybean meal traders in Changchun was 4030 yuan / ton, up 50 yuan / ton from yesterday, and soybean meal in some areas rushed to 4100 yuan / ton, a new high in 6 months.
At present, the domestic soybean arrival volume is large but it has declined compared with the previous period, and the domestic soybean meal market and the US soybean market have a strong linkage, and the recent repeated shocks around inventory and cost. Soybean meal spot market continued to rise and fall before the holiday, soybean meal inventory continued to decline and imported soybean arrivals continued to boost oil mill prices, superimposed oil mill shutdown and increased demand for livestock and poultry after the temperature fell, feed breeding enterprises National Day holiday before the goods are more active, soybean meal or will maintain a high level of shock operation trend.
After the holiday, the power ration order was upgraded again, and the cost of feed production increased again
In mid-August, the National Development and Reform Commission lit a red light for the "dual control" of energy consumption in 9 regions across the country, focusing on 9 provinces such as Qinghai, Ningxia, Guangxi, Guangdong, Fujian, Xinjiang, Yunnan, Shaanxi and Jiangsu. After the release of the document, many provinces actively implemented central policies and even adopted unconventional measures. With the upgrading of "energy consumption dual control" in many places, many areas have directly limited production, curtailed power, and even stopped production, especially in Guangdong and Jiangsu.
Following the "open two stop five" power consumption plan implemented by Guangdong Power Grid since September 16, on September 22, on the first day after the Mid-Autumn Festival, Guangdong's new round of power ration orders was upgraded again...
Foshan, Zhongshan, Guangzhou and other places have received a notice of "open one stop six"; in Taishan, directly require September 22-26, the daytime production is stopped; in Dongguan Houjie, it is required to stop industrial electricity consumption at all times and stop production for one week...
In this regard, many feed enterprise employees also said that Guangdong's power ration order is mainly aimed at enterprises in the Pearl River Delta, in Zhongshan, Jiangmen, Zhuhai and other places, from the Mid-Autumn Festival before the "open four stop three" to "open two stop five". The current situation is very severe, and it is certainly not possible to supply materials if it continues, even if it is seasoned, the cost of logistics is also very high. Due to the limited production time, the supply of individual products is difficult and can only be deployed from other places.
Recently, there are also different areas in Jiangsu Province that have successively received notices of power curtailment and production limitation, and some enterprises have directly requested to stop production, partly at the end of September, and partly after the National Day holiday. Among them, Wuxi, Xuzhou, Nantong, Lianyungang, Huai'an, Yancheng, Zhenjiang, Taizhou, Suqian and other 9 first-quarter energy intensity in the first quarter of the first-level warning area is more restrictive.
Jiangsu is the main production base of soybean meal and soybean oil, and this "double control of energy consumption" directly impacted the stability of the soybean meal soybean oil market, facing a shortage of supply and rising spot prices. The supply of raw materials for aquatic products such as soybean oil, rapeseed meal, and soybean meal is tight, and spot prices are constantly rising.