发布: 2017-04-14 | 作者: 佚名 | 来源: 转载
加裕总裁兼CEO Jim Long
Jim Long, President-CEO Genesus Inc.
April 3, 2017
USDA March 1 Hogs and Pigs Report
Year over year, there is more pigs in the market inventory, 2.754 million head. We calculate that's over 100,000 more per week to go to market over the next half year compared to last. It's real good the new U.S. slaughter plants are coming on stream to handle the extra market production. The new plants should handle well over 150,000 head per week and be operating by the fall.
The March 1 U.S. breeding herd is up 88,000 from a year ago, but down 22,000 from three months ago （Dec 1）。 The major increase in market hog numbers is coming from increased litter size （10.3 to 10.43） and more farrowings per sow （2.927 million to 3.010 million, +3%）。 The breeding herd we expect to continue a trend to creep higher until we have major financial losses and the older barns will go out of production.
We see some new sow barns going into production now, but let also see some producers quitting for several different reasons. Age of barns, age of owners, continued disease challenges, state of repair, labour issues, etc.
Case in point, some of our associates just visited a 2,000 sow unit that was being liquidated of sows. They toured facilities, equipment mostly worn out, and buildings built in stages and varying degrees of upkeep. Take home message: doubt if this unit will get the investment to renovate to stay in production. It's easier to give birth than bring the dead back to life.
上周，我们写到关于巴西正面临肉类检测的调查，随后关闭了一些巴西产品的主要国家市场。我们写到所有出口商住在“玻璃房子”里，类似巴西面临的问题可能会影响任何一个出口国家。下面是一则由Mario Faccin 翻译的评论，他是一个负责 30,000头母猪的巴西农场主。我们在巴西已经访问了Mario，他也在加拿大拜访过我们。就像许多人一样，作为养猪行业的主人，他投入了所有的激情。
“我们公司，Master Agroindustrial，拥有超过30,000头母猪，作为一个猪肉出口商，也受到了波及，我们表示全力支持针对少数不良代理商的不当行为展开的”弱肉“调查”，并且强调绝大多数巴西肉类行业豁免， 甚至在经过巴西联邦警察2年调查之后，也仅限少数低重要性的行业公司拖后腿。虽然如此，由于事实已经被报道出来，在没有技术支持的情况下，对你们正好是有利的，“我们都住在玻璃房子里”受到巴西肉类行业有力的庇护，随着现今客户群体超过了150个国家，我们不指望巴西的2.07亿消费者。“
Last week, we wrote about the issues that Brazil was facing with the investigation into meat inspection and subsequent closure of some major country markets to Brazil's products. We wrote that all exporters live in ”glass houses“ and issues like Brazil faces could hit any export country. Below is a translated comment from Mario Faccin, a Brazilian producer with 30,000 sows. We have visited Mario in Brazil, and he has visited us in Canada. Like many of us, he is ”all in“ when it comes to passion and ownership of the pig industry.
”Our company, Master Agroindustrial, which owns more than 30,000 sows, also involved as a pork exporter, expresses our full support to the the “Weak Meat” investigations regarding the misconduct of a few irresponsible agents, and to emphasize that the overwhelming majority of Brazilian meat industry was exempt, even after 2 years of investigations by the Brazilian Federal Police, restricting the diversions to very few industries of low importance. Even so, and because of the way the facts were published, without technical support, which was well placed for you, “we all have glass house” is sheltered by the strength of the Brazilian meat industry, today with customers in more than 150 countries, not counting on the 207 million Brazilian consumers.“
”Also, thanks to the quality of Brazilian meat, supported by the great chain of production, added to the work of the government and the trust that has been gained over more than 50 years on markets worldwide, we have already reestablished almost the entire market or over 98% of it, so this is a proof that attests and rewards the suitability and confidence of the Brazilian meat industry.
We all have glass house and everyone has to take care of it.“
This past week, we spent several days with some British pig producers. The industry is doing fine there now, with decent profits. United Kingdom is a case study on how an industry can be pushed into a competitive disadvantage. In the United Kingdom, there are about 400,000 sows now. There used to be 800,000. Now, about half their pork is imported. There are now numerous rules and retailer dictates on housing. For example, outside sows, antibiotics usage, space, weaning age, straw, non-castrates, toys in pens, etc. All these points increased cost of production, but most of the rules didn't apply to imported pork from other countries. Over time, the British pig industry lost market share. Now, with Brexit （Britain leaving European Union）， no one is sure how imported pork will be handled in the future.
When we look at Britain, we see what has happened to the industry's competitiveness. We also are in Russia, China, and some other Asian markets. Few issues, such as housing type, antibiotics, space allocation, etc., are a factor in new buildings or production practices. In North America and Europe, we must be aware the many countries we export pork to are not evolving into policies or practices that increase their costs as we are.
Figan Exhibition in Zaragoza, Spain
Mexican Producers Delegation
This past week was the FIGAN show in Zaragoza. Quite a large show, with 929 exhibitors - 542 from Spain and 387 foreigners with everything from machinery and equipment to animals, especially pigs. A very well organized show. Spain is the third largest pig producer in the world.
Genesus had a busy and successful week. Many Genesus friends - existing customers and the contacts we are working closely with - all stopped by, as well as new contacts and several new leads. It was proved this week that all the large producers and industry people now know about Genesus, and the market is looking more and more for Duroc.
All the larger global genetic companies were represented, and some smaller domestic genetic companies as well. Our booth was right next to DBI and Choice Genetics, and the general picture during the show - Genesus booth was the busiest! On the other hand, an important number of Latin-American producers stopped by our Genesus booth. People from Mexico, Peru, Columbia, Central America, and Argentina were all present at FIGAN 2017.