The "report card" of the Jiagu pig camp spread out, causing a commotion.

There are those who exclaim, and there are those who are incredulous.

A simple and crude calculation: the number of pigs slaughtered by Jiagu Agriculture and Animal Husbandry in the same period is more than six times that of Muyuan shares, which means that Jiagu Agriculture and Animal Husbandry earns at least 6 billion a month!

Although we all know that their performance has skyrocketed, mainly due to the "rise in volume and price", this figure still makes Jiagu agriculture and animal husbandry involved in the center of the vortex of "pig madness".

In the past few years, the compound annual growth rate of Jiagu agriculture and animal husbandry has been as high as more than 50%, and this year, under the non-plague raid, the willingness of free-range farmers to fill the fence is low, which provides an excellent strategic opportunity for them to expand their market share. Optimistically, it is estimated that when the non-plague is completely controlled, the slaughter of Jiagu farmers and herdsmen will be close to 50 million.

At that time, if Jiagu Agriculture and Animal Husbandry is listed, it will definitely be an exaggeration to say that the market value of one trillion yuan will be exaggerated, but it will easily exceed five or six hundred billion yuan, and no one should doubt it.

There is a joke circulating in the capital market: it is better to raise pigs than to work hard.

However, outsiders think it's funny, but insiders can't laugh at all.

The first thing they know is that you are really not as good as Jiagu farming and pigry.

Most pig companies can get a share of this wave of "pig madness", but the Jiagu pig camp is a "sea bowl" soup. With the advantages of capital, technology, scale, manpower, policy and other advantages, the entire Jiagu pig camp has made a lot of money. It is rumored that if the non-plague lasts for two or three years, the money earned by the Jiagu pig camp is probably enough to provide 10% of the country's pig production capacity without additional capital investment.

That's it, or the pig price is suppressed by the "explosive production capacity" of Jiagu agriculture and animal husbandry.

Obviously, the "price reduction" is not because Jiagu agriculture and animal husbandry regard money as dung, but because they can get more benefits.

——Some well-informed industry insiders have received the rumors, mainly two points: one is because there is a Jiagu pig camp capacity control pig market, pig prices are in a controllable range, the Ministry of Agriculture has strengthened the environmental protection of pig breeding during the non-plague impact period, to promote the elimination of backward production capacity, and accelerate the determination of industrial transformation and upgrading;

Of course, the first point will definitely be explicitly announced, but the second point is more "only understandable but not spoken".

However, there is a truth that is common all over the world: the credibility of public information is not necessarily as high as the credibility of private information.

Xiao Liu, the new head of New Hope Group, confirmed the news through private channels, and then he was more angry.

"Why? It is not only Jiagu farming and animal husbandry that has mastered the mature non-plague prevention and control technology; if it is said that it raises the most pigs, who can't catch up with it if it is given some time; is it related to the sky or what?" Xiao Liu is now a head and two big.

In the pig industry, New Hope Liuhe is a junior, and this year's pig slaughter is only in the early 2 million. If it was the old-timer Wen's group who got the above "strong support", she wouldn't say anything, but if it was Jiagu agriculture and animal husbandry, she had enough reasons to express her dissatisfaction.

As mentioned earlier, in the pig industry, it is basically peers who wash away peers. Standing at the height of the entire industrial chain, the largest market space in the entire pig industry chain is feed, breeding, slaughtering, and meat products.

Meat products, Shuanghui is the only one, but because China's pork consumption is mainly hot fresh meat, Shuanghui meat products have been mediocre for many years, and there are no bright spots to improve - the faucets have declined like this, and the days of cats and dogs are even worse.

Slaughtering, Shuanghui is also the overlord, but the quality of this "overlord" is very insufficient, there is no production capacity, and the utilization rate has been hovering at a low level for a long time.

Feed, the most varied. In recent years, the industry has hit the ceiling, and there is no easy money to be made anymore.

-- China's aquaculture industry is developing in the direction of increasing concentration, for large-scale aquaculture enterprises, how difficult can it be to match a feed? Whether from the perspective of cost or efficiency, it will not be purchased.

Forget it, all large-scale breeding enterprises are like this, and there are not many farmers and herdsmen in Duojia Valley. But Jiagu agriculture and animal husbandry, it is not just a breeding enterprise, it is a "mountain", constantly attracting peer pig farms to join; after joining the Jiagu pig camp, all of the special ya is no longer the "vegetable" of feed enterprises.

Well, that's okay, anyway, New Hope's main customers are free-range and small farmers. And because the industry ushered in a drastic reshuffle, in order to avoid being a warm-water frog, New Hope has also entered the downstream aquaculture industry.

As soon as the plague comes, the new hope of learning the self-breeding and self-raising model of Jiagu agriculture and animal husbandry can be regarded as fully prepared. Although the revenue of the feed business is ugly because of free-range breeding and small farmers constantly withdrawing from the market, it is good to take advantage of the soaring pig prices to "return a wave of blood" at the breeding end.

Teya's Jiagu agriculture and animal husbandry are here again!!

——The pig production capacity layout of New Hope Liuhe is similar to that of Jiagu agriculture and animal husbandry, and it is as close as possible to the main consumption areas. For example, the production capacity of the Bohai Rim corresponds to the Beijing-Tianjin market, the production capacity of southern Jiangsu corresponds to the Yangtze River Delta market, and the production capacity of the western part of Vietnam Province corresponds to the Pearl River Delta market...... In particular, it is an area where Jiagu agriculture and animal husbandry concentrate on releasing production capacity.

Therefore, don't blame the discord between the two aura, because of the "stable market" of Jiagu agriculture and animal husbandry, do you know how much money New Hope has made less?

The young Mr. Liu has just taken over an entire New Hope Group from his father, and whether he can lead this behemoth with tens of billions of revenue to achieve transformation in an industry with frequent changes has always attracted the attention of the outside world. The transformation always requires a steady stream of investment, and by Jiagu agriculture and animal husbandry, New Hope's financial pressure has increased, and she has not beaten Jiagu's "dog head" purely because she can't beat it.

On the other hand, although Mr. Liu has retired, he is still the major shareholder of New Hope Group and many of its subsidiaries, and he frowned when he looked at his irritable successor.

"Anger doesn't help you make the right decisions, and if you're that way, it makes me feel like it's a mistake to put the group in your hands. Mr. Liu said in a cold tone.

Mr. Liu, who used to be the richest man and has persisted in agriculture for more than 30 years, has never seen any strong winds and waves, and the current situation will not move him.

After all, he is a well-cultivated successor, and Xiao Liu's expression became calm under the cold gaze of his father.

"Now, you tell me that Jiagu Agriculture and Animal Husbandry has the full support from above, what is the explanation?"

If the government doesn't do it, once it fully supports a company, the strength is definitely enough. At the very least, there is no difficulty in making Jiagu agriculture and animal husbandry a well-deserved "handle" in the pig industry.

Although the large pig companies seem to be grabbing market share from retail investors - after all, the concentration of the industry is still very low, and there seems to be no fierce competition between them.

But this is not the case, like New Hope, the layout of pig production capacity and Jiagu agriculture and animal husbandry are highly overlapped, are aimed at the first-line consumer market, and as shown in a very popular online video some time ago, at the same price, consumers prefer better quality Jiagu pork, which has generated a lot of competition.

Therefore, he can understand his daughter's anger, but the key now is not to vent his anger.

Xiao Liu is still a little unconvinced: "Although I don't want to admit it, Jiagu has an early layout of agriculture and animal husbandry, and it responds quickly to the needs of the government in the crisis, so it will naturally be welcomed by governments at all levels." ”

"Well, what else?"

Xiao Liu's nose wrinkled, he didn't understand what his father meant, wasn't this reason enough?

Mr. Liu couldn't help but sigh in his heart, there is still a gap!

Qi Dong of Jiagu Group is also young, but he has led the completion of the layout, and his daughter can't see it - this kind of gap, why not the gap between the two groups?

"For example, what does the low cost of the Jiagu pig camp that is now concerned inside and outside the industry represent?

Mr. Liu has been in the agricultural business for so many years, and these businesses have a characteristic, that is, the price does not have much room for improvement, and the price of some agricultural and sideline products even often goes down, so the most effective way to increase profits is to control costs. It can even be said that the only thing that can control profits is not to increase prices, but to control costs and save costs.

In the market competition, the principle of "cost bottom line" seems to be a stupid solution, but it is indeed a long-term way and a security defense method. Therefore, Mr. Liu subconsciously began to analyze the cost of pig raising in the Jiagu system.

Xiao Liu also fell into deep thought when he heard this.

For pig breeding, it represents excellent pig breeds and excellent management...... No, this should not be the answer my father wants. Think about New Hope's old business, and the answer is about to come out.

"Feed...... No, it should be Jiagu Agriculture. ”

Mr. Liu finally showed a relieved expression of "teachable".

"Do you mean the closed-loop advantages of Jiagu's industrial chain?" Mr. Xiao Liu vaguely felt the direction.

"It's in the right direction, but it's not enough. Mr. Liu laughed twice, and said with a whole face: "You have to remember one thing, strategy is pattern." If you want to get support at the national level, you can only step on the country's strategic line. ”

"You and I both know that one of the layout directions of the Ministry of Agriculture is to replace grain with feed. You can't think of Jiagu Agriculture and Animal Husbandry as a pig breeding enterprise, but as a 'pig breeding system', which includes the implementation of the 'grain to feed' strategy......"

The so-called "grain to feed" is to guide the planting of high-quality forage, to change the simple granary into "granary + milk tank + meat warehouse", and to adjust the binary structure of grain and cash crops into the ternary structure of grain, economy and feed crops.

Dairy industry aside, for omnivorous pig breeding, it is a great waste to completely use a large amount of grain to make feed and convert animal protein.

It can even be said that China's food security problem is not essentially the part that people eat—the staple food that people eat is guaranteed. Therefore, the essence of the food security problem is that there is too much feed grain, including the sharp increase in soybean and corn imports.

An important reason for the low cost of pig raising in Jiagu Agriculture and Animal Husbandry is that some high-quality grass products are added to pig feed to replace concentrate.

This is not a secret, with the strength of New Hope Group, it is definitely more than enough to improve the feed formula.

But why is it that only Jiagu agriculture and animal husbandry can replace part of the concentrate feed with forage maturely, which effectively reduces costs, and effectively improves meat quality and pig health?

"Without large-scale grain reform and feeding, there will be no cheap supply of high-quality pasture, let alone any substitution of concentrates, and cost reduction! The biggest gap between New Hope Liuhe and Jiagu agriculture and animal husbandry is that there is one less Jiagu agriculture around them. Mr. Liu sighed.

Jiagu Agricultural Company is a very magical existence, and it is the most obscure among the members of the Jiagu system.

However, anyone who has carefully studied the Jiagu system can find that all the money-making individuals in the Jiagu system, such as Jiagu grain and oil, Jiagu Dairy, Qingyuan beer, and even Jiagu agriculture and animal husbandry, are inseparable from the "various species" of Jiagu agriculture.

It is precisely because of this that the "doing things" against the Jiagu cooperatives at the beginning of the year was to pull the hind legs of Jiagu agriculture - New Hope also contributed to the trouble and secretly did some black hands.

Unfortunately, Jiagu's reaction was too decisive, and the cards were big enough, and Jiagu's agriculture was only affected. As soon as the plague comes, neither public opinion nor peers can take care of doing things. What is even more unexpected is that the non-plague highlights the value of the Jiagu system to become bigger, and it is more likely to determine the new pattern of agriculture for a long time in the future.

However, if it can't be compared, it can't be compared, and Mr. Liu turned to comment: "So, do you think that the Ministry of Agriculture fully supports Jiagu agriculture and animal husbandry to become bigger and stronger, just because it can raise more pigs? No, it supports the layout of agricultural reform." Jiagu agriculture and animal husbandry have become bigger, and through the close connection of interests, the 'grain to feed' carried out by the Ministry of Agriculture is also equivalent to pressing the fast-forward button......"

"So, why do I support you to lead the group to open up the upstream and downstream to carry out transformation? In the past, it worked to pay attention to the market and sell at a good price, but now it doesn't work, and now if you don't open up the industrial chain, you can't talk about having a mo......at at all."

"So, you're facing a long-term battle, and you can't see the results of the company's transformation without three or four years. You need to learn from Jiagu farming, but you don't need to dwell on it. You have to admit that there will always be people in this world who are stronger than you, and what you have to do is not to belittle each other, but to constantly break through yourself......"

Mr. Liu is not a person who talks a lot, but when it comes to agriculture and farming, when it comes to pigs, ducks, chickens, how those famous agricultural enterprises have developed, how our agriculture should be learned, benchmarked, and how to develop these things, he will be very excited and talk endlessly.

The corners of Xiao Liu's mouth twitched twice, and he was unconvinced.

A young and vigorous successor, at the helm of a vast agricultural empire, to admit that he is far inferior to others is more or less a morale blow.

However, whether it was the retired father of "ginger or old spicy", or the high-level executives of Jiagu with a magnificent layout, she realized the gap.

Before, she scoffed at a sentence, but now it's really hard to say.

- Some people were born to change the world.

......