Earlier, we shared a panorama of the entire agricultural industry chain. Starting from enterprises involved in agriculture, this article will sort out their business scope, digitalization progress and other information for you, hoping to help you.
At the beginning of this article, let's explain the principles:
(1) In this paper, the division of agricultural enterprises in the industrial chain mainly depends on the direction of their main business, and if it is necessary to include other businesses, most of the agricultural enterprises are involved in the whole industry chain.
(2) This article does not include all agricultural and animal husbandry enterprises in the article, so those readers who like to pick thorns before, please skip it.
(3) In addition, not only these well-known enterprises, but also many agricultural enterprises in many counties I have contacted also cover the entire agricultural industry chain. It should be noted that I don't have any contempt, but the space is limited, and I also think that China's agriculture depends on the county, and the county agriculture depends on the local agricultural leader.
(4) My time and energy are limited, and I will not write in detail about each company, and if you are interested, you can do detailed research and supplement on a single company.
(5) It is not easy to be original, thank you for your support.
The general table of contents of this article is as follows:
1. Agricultural and animal husbandry enterprises involved in the whole industrial chain
Second, focus on pre-production agricultural and animal husbandry enterprises - agricultural supply chain
3. Pay attention to agricultural and animal husbandry enterprises in production - agricultural production operations
Fourth, focus on post-production agricultural and animal husbandry enterprises - agricultural product supply chain
Fifth, some non-well-known enterprises that I think have great potential
The full text still follows this diagram:
01 Agricultural and animal husbandry enterprises involved in the whole industry chain
1. COFCO
As the ABCD company of China's agricultural industry, COFCO has a giant existence, and as a state-owned enterprise, it has also made outstanding contributions to the stability of the supply of agricultural products in the mainland and its international competitiveness.
COFCO Group Co., Ltd. is a large state-owned enterprise directly under the central government of the same age as the People's Republic of China, a leader in China's agricultural and grain industry, and an international grain merchant with a global layout and a whole industry chain.
COFCO takes agriculture and grain as its core business, focusing on grain, oil, sugar, cotton, meat, dairy and other categories, as well as food, finance and real estate.
COFCO is a producer of high-quality food and a creator of high-quality brands. Brands such as "FLM", "Great Wall", "China Tea", "Jiajiakang", "Drunkard" and "LOHAS" are well-known in the Chinese market, and their sales outlets cover more than 90% of China's prefecture-level cities. Among them, the story of COFCO Coca-Cola and Swire Coca-Cola must be well known to everyone.
Relying on the agricultural and food products industry chain, COFCO provides financial support for agricultural development, develops financial business chains such as trusts, futures, insurance, and funds, and integrates industry and finance to serve agriculture, rural areas and rural areas.
COFCO has 15 listed companies. In Hong Kong, there are China Food, COFCO Packaging, Mengniu Dairy, Modern Dairy, China Shengmu, Joy City Real Estate, COFCO Jiakang and Futian Industrial, and seven listed companies in the mainland, including COFCO Sugar, Miaokelando, Jiuguijiu and Joy City Holdings.
2. New Hope
New Hope Group Co., Ltd. is a private enterprise group with modern agriculture, animal husbandry and food industry as its main business, and has the world's largest feed production capacity, China's first poultry processing capacity, and is one of China's largest integrated suppliers of meat, eggs and milk.
Relying on the whole industry chain of pig raising, New Hope has moved towards poultry, dairy, food distribution, finance, and real estate, covering all secondary categories of meat, eggs and milk.
From the perspective of New Hope's agriculture-related fields:
Food and modern agriculture
Food is mainly pork products, and the process of transforming non-standardized agricultural products into standard products is also a product of the times (before the lack of food and the lack of snack food brands).
Modern agriculture is bound to take New Hope Liuhe Co., Ltd. of the pig industry chain as the core to build a whole industrial chain of pig raising, pig feed, pork slaughtering, pork processing, as well as chicken and duck breeding. The author believes that it should be called modern agriculture because the degree of digital modernization of pig breeding is the highest in agriculture.
Of course, in Sichuan, there are several listed pig enterprises competing with it. It is the layout of the whole industrial chain, in addition to breeding, feed, and sales channels, there are also financial and agricultural services.
Dairy & FMCG
As a fast-moving consumer product, dairy is another listed sector of New Hope. It's also more digital. The quality traceability of agriculture is also the study of the dairy industry. The author sometimes likes to include the dairy industry in the "big agriculture" to see what everyone needs to communicate.
There are also many brands under New Hope Dairy, such as Huaxi, Xuelan, Shuangfeng, Sanmu, etc., which may not have been heard of by readers, but they are still good.
The other two sectors are real estate and infrastructure, chemicals and resources, finance, and medical and health, among which potassium chemicals and agriculture are still related.
New Hope's current listed companies include New Hope, New Dairy, Xingyuan Environment, Pegasus International, and New Hope Services, and it is not easy for a local enterprise to do this.
In addition, New Hope's fresh life cold chain (which can be benchmarked against GLP) is also at a good valuation. Provide catering enterprises, fresh retail enterprises, and fresh food production and trade enterprises with full cold chain supply chain services from the source to the store.
3. Kitaoara
Beidahuang is an enterprise-level existence similar to COFCO's China ABCD. As soon as you hear about the Great Northern Wilderness, everyone will think of rice, flour, grain and oil, as well as the previous reclamation of wasteland as fertile land. There are also many people in our paid group under the Great Northern Wilderness system.
Beidahuang Group, formerly known as Heilongjiang Provincial Agricultural Reclamation Bureau, was restructured into Beidahuang Agricultural Reclamation Group Co., Ltd. in December 2020. It has 11 national and provincial leading enterprises in agricultural industrialization, created pillar industries such as rice, noodles, oil, milk, meat, potatoes and seeds, and cultivated a number of well-known trademarks in China such as "Beidahuang", "Wandashan" and "Jiusan", of which the brand value of "Beidahuang" reached 201.859 billion yuan.
Closely related to the whole agricultural industry chain are:
Beidahuang Co., Ltd. is a large-scale, high-level modern planting listed company and an important commercial grain production base in mainland China, with significant advantages in natural resources, infrastructure, agricultural machinery and equipment, agricultural science and technology services, organization and management, etc. It has 16 agricultural branches such as Friendship, 852, Seven Star and 856. It is the leader and practitioner of the planting industry.
Beidahuang Seed Industry is also the first echelon in China, and its subordinate Kenfeng Seed Industry (listed on the New Third Board) is based in the Northeast and radiates the whole Northeast in Harbin, which is still very influential. At present, the seed industry is also playing with services to drive the group operation of agricultural inputs such as seeds, agricultural materials, agricultural machinery, and agrochemicals.
Jiusan Group, a wholly-owned subsidiary of Beidahuang Group, is a leader in China's soybean industry, with a full range of resources for soybean planting, storage, logistics, processing and marketing. And combined with soybeans extended to "Jiusan feed", "Jiusan breeding", "Jiusan logistics" and so on.
The leading industries of Heilongjiang Agricultural Reclamation Beidahuang Trading Group Co., Ltd. include: sales of refined oil, agricultural production materials, energy and chemical industry, large-scale agricultural machinery and agricultural machinery, purchase and sale of agricultural products, organic green food chain operation, food processing, and e-commerce. Among them, refined oil is also closely related to agricultural machinery. It also undertakes the supply and marketing of refined oil, agricultural production materials and agricultural machinery and equipment in the reclamation area.
Wandashan Dairy (a listed company) can produce milk powder, liquid milk, beverages and health foods, etc., and the author often drank this brand when he was studying in Harbin, which was very good.
As a leading insurance in the field of agriculture, Sunshine Agricultural Insurance currently offers planting insurance including rice, corn, soybean and wheat subsidized by the central government, breeding insurance for dairy cows and breeding sows, insurance for cash crops such as kidney beans, agriculture-related insurance for rice seedling greenhouses and agricultural machinery, as well as property insurance, liability insurance, motor vehicle insurance and other businesses.
Beidahuang Pharmaceutical Group is also related to agriculture, using soybeans to cover the deep processing of non-GMO soybeans with green, pollution-free soybean flour, soybean milk powder and a number of metal color printing cans and cap production lines.
Beidahuang potato industry is a collection of seed potato breeding, product research and development, base construction, potato processing, marketing and trade of the whole industrial chain, potatoes and sweet potatoes as food, when the performance is not as good as abroad, breeding to processing trade also need the participation of Beidahuang.
Beidahuang Grain Group coordinates the development of policy-based grain reserves, domestic raw grain trade, import and export trade, and finished grain processing and operation, mainly engaged in grain purchase, grain, bean and potato wholesale and import, rice, flour products and edible oil wholesale and import, feed wholesale and import, candy and sugar wholesale and import, traditional Chinese medicine wholesale and import, building materials wholesale and import, metal and metal minerals wholesale and import, meat, poultry, eggs, milk wholesale and import, and other chemical products wholesale and import and export ( Excluding dangerous goods), trade agency, wholesale and import and export of machinery and equipment, wholesale and import and export of beverages, wholesale of coal. Proper cross-border trade and agricultural product supply guarantee enterprises.
Beidahuang rice industry is mainly engaged in comprehensive processing and sales of rice, supplemented by grain trade, e-commerce, packaging and printing, and the market of Beidahuang brand rice has been affected in recent years.
Beidahuang Construction Group is an enterprise integrating planning and design, construction engineering, road and bridge engineering, municipal engineering, and water conservancy engineering construction, so it can also do high-standard farmland construction.
4. Shounong
As the capital supply guarantee unit, Shounong hosts Beijing Vegetable Basket Group Co., Ltd., and is still a very important supplier of agricultural products in Beijing. It undertakes the glorious responsibility of "vegetable baskets", "rice bags", "milk bottles" and "meat cases" for the citizens of the capital. Covering the supply of meat, eggs, milk, vegetables, fruits, etc.
Beijing Shounong Food Group Co., Ltd. was established in December 2017 with the approval of the Beijing Municipal Party Committee and Municipal Government, and was jointly reorganized by the former Beijing Capital Agricultural Group Co., Ltd., Beijing Grain Group Co., Ltd. and Beijing Ershang Group Co., Ltd. In December 2018, it was reorganized into a state-owned capital investment company with the approval of Beijing. In January 2019, Beijing Vegetable Basket Group Co., Ltd. was entrusted to Beijing Vegetable Basket Group Co., Ltd. In September 2022, Xingdong Technology Co., Ltd., the agricultural technology and equipment segment of BAIC Group, was merged as a whole.
The specific layout of the plates is as follows:
Shounong has 13 Chinese time-honored brands, 19 Beijing time-honored brands, and 39 well-known trademarks, and its logo wall is as follows:
1) Meat products - Big Red Gate
Founded in 2007, Beijing Ershang Dahongmen Meat Food Co., Ltd. is a large-scale state-owned meat processing enterprise integrating pig breeding, slaughtering and segmentation processing, halal beef and mutton processing and production, cooked meat product production, international trade, frozen storage, logistics and distribution, deep processing of by-products, and chain terminal sales
2) Dairy-ternary food
Beijing Sanyuan Food Co., Ltd. (hereinafter referred to as "Sanyuan Food") was formerly known as Beijing Milk Terminal, which was established in 1956, and the company was restructured into Beijing Sanyuan Food Co., Ltd. in 2001. It is affectionately known as the "milk bottle" of the capital. Sanyuan products cover low-temperature fresh milk, low-temperature yogurt, room-temperature pure milk, room-temperature yogurt, room-temperature milk beverages, milk powder, cheese and ice cream and other products.
3) Sugar & Oil & Condiments - Liubiju and so on
After the completion of the company's restructuring in 2000, Beijing Liubiju Food Co., Ltd. was transformed from a purely state-owned management company to a joint-stock company. Among the top 100 famous brand enterprises of condiments in China, the output and sales revenue of sauces and pickles are among the best.
Founded on June 18, 1949, Beijing Sugar Tobacco & Liquor Group is one of the important projects of the Beijing Municipal Government's "Vegetable Basket" Project and Food Safety and Assurance Project, with more than 20 kinds of single products in 6 categories, including cotton white sugar, white sugar, brown sugar, functional brown sugar, rock sugar, and small packaging of aviation hotels.
"Gu Yuan" is a well-known sesame oil brand in Beijing.
4) Vegetable supply - Beijing Yunong
Founded in 1992, Beijing Yunong High-quality Agricultural Products Planting Co., Ltd. is a leader in China's high-quality fresh-cut vegetables! It is a modern agricultural company integrating vegetable planting, processing, sales, scientific research and agricultural material services.
5) Poultry egg supply - Yukou poultry industry
Beijing Huadu Yukou Poultry Industry Co., Ltd. (hereinafter referred to as "Yukou Poultry Industry") was founded in the 70s of the last century, is one of the world's three major layer breeding companies, is a national key leading enterprise in agricultural industrialization, and is the president unit of the poultry branch of China Animal Husbandry Association.
6) Chicken Industry - Huadu Food
The main chicken segmentation fresh and frozen products, conditioning products, cooked food products, condiments, etc. It is a state-owned food enterprise integrating breeder breeding, feed processing, broiler hatching, commercial chicken stocking, broiler slaughtering and processing, cooked food product processing, seasoning production, food safety testing, cold chain logistics and distribution, and domestic and foreign market sales.
7) Duck Industry - Venus Duck Industry
A professional and industrialized modern enterprise integrating Beijing duck breeding, breeding, slaughtering, processing and sales.
8) Breeding duck - Cherry Valley
Cherry Valley duck is used as the only ingredient for Peking duck.
One of the interesting stories is that in October 2016, CITIC Group's Strategic Investment Committee agreed to take a stake in Shounong. In order to avoid the situation of state-owned capital competition in the final stage of McDonald's bidding, and also follow the operating rules of international asset mergers and acquisitions, Shounong decided to give up its exclusive bidding status and become a joint acquirer with CITIC Group. Then, on September 11, 2017, Capital Agricultural Co., Ltd. and CITIC Agriculture announced that the definitive agreement between the two parties to jointly acquire 100% of the shares of Cherry Valley Farms Co., Ltd. has been signed.
9) Fishery - Beijing Aquatic Products
Beijing Aquatic Products Co., Ltd. is a large-scale state-owned specialized enterprise integrating deep-sea fishery, aquatic product storage and processing, aquatic product trade and cold chain logistics services.
10) Food Industry - Double Rivers Farms
Shuanghe Farm is located in the Songnen Plain of Heilongjiang Province. Relying on the advantages of natural environment and using international advanced processing equipment, "Shuanghe" brand rice is pure, green, healthy and safe, and rich in minerals, and is deeply loved by consumers.
11) Urban Leisure Agriculture - Ternary Agriculture
A modern urban leisure agriculture company, covering an area of 1,000 acres, surrounded by mountains and rivers, has a unique geographical location, transportation advantages and natural ecological environment, and has won many honorary qualifications such as "Beijing Leisure Agriculture Four-star Park", "Haidian District Science Popularization Demonstration Base", "Beijing Science Popularization Base" and so on.
12) Miscellaneous
There are also industries such as tea industry and fruit processing.
02 Focus on pre-production agricultural and animal husbandry enterprises - agricultural supply chain
1. Sinochem
Sinochem Holdings Co., Ltd. (hereinafter referred to as Sinochem) is an important state-owned backbone enterprise under the supervision of the State-owned Assets Supervision and Administration Commission of the State Council.
It owns Yangnong Chemical (600486. SH), ADAMA (000553. SZ), Adisseo (600299. SH), Sinochem International (600500. SH), Luxi Chemical (000830. SZ), Haohua Technology (600378. SH), Elkem (ELK.OL), Pirelli (PIRC.MI), China Jinmao (00817. HK) and 16 other domestic and foreign listed companies.
Among them, ADAMA, Yangnong Chemical and Adisseo, one planting and one breeding are the layout of the agricultural industry, plus Syngenta. Among them, ADAMA and Syngenta are more closely managed.
Laozhongchem covers agrochemical and animal nutrition businesses. The Agrochemical business includes the entire industry chain of seeds, plant protection, crop nutrition, modern agricultural services and digital agriculture, represented by Syngenta, and the animal nutrition business includes methionine, vitamins and specialty products, which is a comprehensive provider of animal feed additives and nutrition solutions.
1) Adisseo
It can be understood as animal health products for animals.
Rumination is when some herbivores (e.g., cows, camels) return the food they have eaten to their mouths and chew it before swallowing it. Adisseo continues to practice amino acid balance and promote methionine products for dairy cows, as well as a range of attractants and gut health products for dairy cows.
The swine industry/aquaculture industry helps feed mills and farms improve feed use efficiency by providing essential nutrients and functional additives.
2) Ando barley
ADAMA offers a wide range of weedicide, pesticide and disease control solutions to help farmers feed the world.
ADAMA becomes a member of the Syngenta Group, under the leadership of the world's largest agribusiness group.
2. Syngenta China
The well-known M&A case in the agricultural field was bought by Laosinochem. Specifically, it is divided into Syngenta China and Syngenta International.
After more than two years of recent transfer from the Science and Technology Innovation Board to the main board, the IPO of global agrochemical technology giant Syngenta ended in cancellation on March 29.
1) Plant protection business
It is composed of Syngenta Crop Protection China, ADAMA China and Yangnong Chemical.
2) Seed business
Syngenta Group China Seed Industry has rapidly integrated and synergized on the basis of China Seed Group and the original Zhengda China Seed Business, and its sales scale ranks among the top in the industry, covering five major crop categories: corn, rice, wheat, oilseeds, and vegetables, and each crop remains at the forefront of the market segment.
Syngenta International has a stronger seed business, higher breeding capabilities and a higher level of digitalization, while Syngenta China has made some efforts under the care of the state.
3) Crop nutrition business
Syngenta Group's crop nutrition business in China operates on Sinofert. Sinofert is the first company in the domestic fertilizer industry to be listed in Hong Kong. The crop nutrition business covers the whole industrial chain of R&D, production, sales and agrochemical services, and its sales cover 95% of China's cultivated area, making it a leading agricultural input distribution service provider in China.
4) MAP and Digital Agriculture
MAP and digital agriculture business uses Sinochem Modern Agriculture Co., Ltd. as the operating platform to promote the MAP model (Modern Agriculture Platform, that is, modern agricultural technology service platform), mainly for agricultural hosting + agricultural material sales + digital agricultural services. Lay out and build MAP technical service centers and MAP demonstration farms across the country, build a team of grassroots agronomists, integrate and promote the whole process planting solution with "good seeds + good methods" as the core, develop and apply the MAP digital agriculture system, create a MAP beSide full quality control and traceability system, promote the brand building of high-quality agricultural products, lead farmers to "grow good quality, sell at a good price", and "collect big data" for the agricultural industry chain.
The specific brand promotion work was completed by Panda Guide, a subsidiary of Syngenta.
3. Huilong Agricultural Materials
Formerly known as Anhui Agricultural Materials Company, it is mainly engaged in the production and sales of agricultural materials such as fertilizers and pesticides, and has a strategic layout in the fields of fine chemicals, flavors and fragrances, and new materials. The Ministry of Agriculture is a key enterprise of agricultural chain operation, an excellent pilot enterprise of the Ministry of Commerce's "Ten Thousand Villages and Thousands of Townships Market Project", and a demonstration enterprise of the "New Network Project" of the Supply and Marketing Cooperative.
1) Serve farmers
Rooted in the agricultural province of Anhui, crop protection and agricultural clothing.
2) Fine chemicals
3) Rural revitalization
It mainly focuses on comprehensive agricultural services, poverty alleviation in agricultural production, centralized distribution and supervision of pesticides, free dissemination of agricultural technology knowledge, and one-stop services to carry out rural revitalization work.
4. Chinese agricultural inputs
China Agricultural Production Materials Group Co., Ltd. (hereinafter referred to as "China Agricultural Group"), formerly known as the Agricultural Production Materials Division of the Supply Bureau of the All-China Federation of Cooperatives, was established in 1950, and is now a wholly-owned enterprise of China Supply and Marketing Group Co., Ltd., which is directly under the All-China Federation of Supply and Marketing Cooperatives.
Relying on the complete production, logistics, sales system and brand advantages, after years of development, Sinoagri Group has now become an important domestic agricultural materials circulation enterprise, focusing on the main responsibility of agricultural materials circulation, and gradually forming a business pattern of coordinated development of fertilizers, pesticides, agricultural gasoline and diesel, seed industry, agricultural machinery, agricultural film and other business sectors.
China Agricultural Group has built 1 10,000-ton wharf, 9 special railway lines, 14 agricultural material production bases, more than 200 gas stations, more than 120 Chinese agricultural materials ® service centers and more than 20,000 agricultural material distribution service outlets throughout the country, and the international trade network covers more than 10 major agricultural material suppliers and demand countries in the world.
The brands under Sinoagri Group are:
Sinoagri Group is mainly in the field of agricultural materials - chemical fertilizers and pesticides. Among them, there will also be many new forms of business as follows: mainly liquid fertilizer distribution stations, modern agricultural services, plant protection operations, etc.
5. Tianhe Agriculture
A South China enterprise.
Tianhe Co., Ltd. was established in March 2009 through shareholding reorganization, and is a directly affiliated enterprise of Guangdong Supply and Marketing Cooperatives, with a history of 72 years. The company is mainly engaged in the sales of agricultural products such as fertilizers and pesticides and provides professional agricultural socialization services.
The company has always adhered to the original mission of "serving agriculture", and vigorously promoted the joint cooperation of "provinces, cities and counties" under the "double-line operation" mechanism with the industry guidance system led by the cooperative organs and the operation and service system supported by socially owned enterprises as the core, and took the lead in promoting the construction of the "4+100+1000", covering the whole process of agricultural production services such as "farming, planting, management and harvesting" in Guangdong, and built a comprehensive service system for agricultural production with upper and lower penetration, efficient operation and organic integration. It is planned that by 2025, it will reach the service capacity of 10 million mu of socialized service area for grain crop agricultural production and 5 million mu for cash crops.
1) Agricultural materials - seed plant protection products
2) warehousing and logistics network for the national supply of agricultural materials
This article was written by Everyone is a Product Manager [Agricultural Digitalization], WeChat public account: [Agricultural Digitalization], original / authorized Published in Everyone is a Product Manager, without permission, it is forbidden to reprint.
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