A single pig farm with one million heads slaughtered annually is a step to the sky in this era when the scale of pig farms is mostly about 150,000 heads.

When the million-level single pig farm of Jiagu Agriculture and Animal Husbandry was in full swing, some pig enterprises that were not very well-informed even thought it was a rumor.

Now that the pork market is in a downturn, who will buck the trend and expand the scale of pig breeding? Not to mention raising millions of pigs at one time, do you know how risky it is? Why don't the people who spread this rumor blow it to the sky?

Because of the low-key nature of Jiagu agriculture and animal husbandry, and because pig farming is really not a good business now, the largest single pig farm in Asia, which should have been a shining project, has not caused too many waves in the industry.

What everyone is more concerned about is that Shuanghui was acquired by foreign capital, which is the miracle of New Hope Feed's wealth......

As for pig raising, the entry threshold is very low, thousands of households raise it, get up early and work hard to wait, not to mention, the plague hits all to zero.

Compared with the veterinary drugs and vaccines at the front end of the industrial chain, it seems that the technical content is not high, and the profitability stability is not good; compared with the downstream slaughter, the profitability stability is even worse, let alone the meat products with greater profit margins in the downstream.

In the entire pig industry chain, the largest market space is feed, breeding, slaughtering, and meat products. Nowadays, the star enterprises in the industry are mainly focused on feed, slaughtering and meat products, but there is no part of breeding.

But there are also those who have bright eyes and bright hearts.

In Qi Zheng's view, the biggest opportunity for Jiagu agriculture and animal husbandry is in breeding.

"The feed industry is really growing rapidly right now, but it's also the biggest variable. The upheaval of the feed industry is trending, and its main downstream customers, free-range and small-scale farmers, will continue to withdraw from the market. At that time, the era of homogeneous competition is coming, and the industry will usher in a violent reshuffle. ”

"How difficult can it be to match a feed? Large-scale breeding enterprises, whether from the perspective of cost or efficiency, will not be purchased. ”

Li Dongliang nodded silently. Taking Jiagu agriculture and animal husbandry as an example, the feed of its own farm is all self-purchased raw materials and self-sufficient.

"As for slaughtering, it seems that it is easy to expand, but in fact the implicit threshold is extremely high. First, slaughtering ultimately has to rely on terminal channels for dynamic sales and expansion, which is time-consuming and laborious; second, local protectionism hinders the unified market of giants, and it is really a waste of fame for the gang-related 'meat tyrants' that exist in many places; and third, it also faces low-cost competition from private slaughter. ”

"As for meat products, Shuanghui is the dominant family. However, due to the fact that China's pork consumption is mainly hot and fresh meat, to be honest, the performance of Shuanghui meat products is relatively mediocre, but there is a good performance in slaughtering - the faucets have declined like this, and the life of cats and dogs will only be worse. ”

In contrast, breeding is a relatively low difficulty in all links of the industrial chain.

In essence, commercial pigs are an undifferentiated commodity, which has no pricing power, and the core of competition is the low cost brought by efficiency improvement.

Even if there is local protectionism, it will not protect inefficient retail investors, and large-scale farming will accelerate to become the mainstream.

In the eyes of Qi Zheng, the domestic pig breeding industry is in the historic process of large-scale increase in concentration.

"From the primitive extensive of small-scale free-range breeding to the technical management of large-scale industrialization, the pig industry is rapidly stepping from the prehistoric era to the scientific age. What we need to pay attention to is the large-scale breeding enterprises that are beginning to emerge. Qi Zheng said.

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At the same time, the large-scale pig enterprises that Qi Zheng said began to emerge paid more attention to the Jiagu agriculture and animal husbandry with a stronger development momentum.

In Viet Province.

Wen's shares can best understand the weight of Jiagu agriculture and animal husbandry annual slaughter of millions of individual pig farms - just on the border of Yue Province, the main market is the Pearl River Delta region, of course, can not be ignored.

As early as 97 years, Wen's shares, the "king of chickens", moved the model of raising chickens to raise pigs, and took the lead in adopting the breeding model of "company + farmer". Later, many large-scale pig enterprises also mostly followed this model, but they were far inferior to Wen's shares in terms of scale and quality control.

Under this model, the enterprise is responsible for feed processing, pig breeding, pig breeding and other technology-intensive work, and the farmer is responsible for fattening, enjoying guaranteed profits, and selling pigs to the company at a unified price. Both parties share benefits and risks.

Farmers can not only get the feeding fee, but also do not need to bear the cost of feed, piglets, vaccines, etc., the risk is greatly reduced, and the enthusiasm for cooperation is high. Enterprises do not need to bear the investment in fixed assets such as pig barns, and the asset-light model expands rapidly.

Up to now, Wen's pig breeding scale has reached 4 million heads per year, which is a well-deserved pig leader in China, and it is expanding at a very high growth rate every year.

However, it is precisely because of the inconsistency with the development model of Jiagu agriculture and animal husbandry that Wen's is more concerned about the judgment of Jiagu agriculture and animal husbandry on the market trend, as well as the impact on the pork market in Vietnam Province after the first single pig farm with an annual output of one million heads in China is put into production.

And the other protagonist is not just concerned about Jiagu agriculture and animal husbandry.

in Henan Province.

As early as 03, 38-year-old Qin Yinglin appeared on CCTV.

At that time, relying on pig raising, he was already a well-known local entrepreneur.

When it comes to pig farming, he is a professional. What's more, he is really enthusiastic - to perform rectal amputation surgery on pigs, he uses his hands to dig out pig manure little by little, design the brick arch structure of the pig house, so that the cost of 90 percent, and lead the team to study ways to reduce the cost of feed, the cost of feed per pig has dropped by up to hundreds of yuan......

Muyuan Co., Ltd., founded by Qin Yinglin, has always adhered to the integrated breeding model of "direct management system" and insisted on self-breeding and self-raising.

But the problem with this model is also obvious: the upfront capital investment is large and the expansion is slow. Muyuan shares began to raise pigs 5 years earlier than Wen's shares, and the scale is far less than the latter.

However, when the scale reaches a certain level, the advantages of this model on the cost side will gradually become prominent.

Qin Yinglin wanted to strike later.

But it is clear that on this path, there is someone who is one step ahead of him.

This year, Muyuan shares slaughtered about 100,000 pigs a year, but limited by the market situation, fell into a loss.

When he knew that Jiagu Agriculture and Animal Husbandry, which adopted the same model of pig raising, had started the construction of a million-level single pig farm, his eyes were wide open - the gap was too big, his largest pig farm had not yet exceeded 100,000 heads, and people were already running wild on the road of one million heads.

After reacting, he was so envious that he was about to drool, he was really rich - people raise pigs because they don't have money, and Jiagu Agriculture and Animal Husbandry, who raises pigs, is really rich!

In addition, Qin Yinglin is also a pig raising technology maniac.

In his opinion, the pig house is the carrier of almost all technology. A good pig house design needs to take into account many indicators, which is very delicate and requires considerable industrial precipitation. As the scale of single-farm farming increases, so does the complexity of the entire system.

A million-level single pig farm is simply a specimen.

He has already made up his mind that after the million-level single pig farm of Jiagu Agriculture and Animal Husbandry is built, he will visit and study at the first time......

At the same time.

In the future, Eagle Agriculture and Animal Husbandry, which contributed to the A-share segment of "pigs starved to death, suffered a huge loss of 3 billion, and the stock price soared by 80", was also thoughtful in the face of Jiagu Agriculture and Animal Husbandry.

Halfway to the young eagle farming and animal husbandry, adopted a combination of Wen's and Muyuan's mixed pig model, a few years later overtaking, in Wen's shares, Muyuan shares before the first listed pig enterprises, known as "China's first pig shares".

But today's eagle farming and animal husbandry is the level of "five scum", the financial burden is extremely heavy, and there is no way to finance.

What he paid attention to was the rumors in the market that Jiagu Agriculture and Animal Husbandry had received a large amount of financing from Goldman Sachs in order to have such a handiwork.

Inspired by this, Eagle Farming and Animal Husbandry began to hatch a plan to start financing in the capital market......

Qi Zheng naturally didn't know how much impact the million-level single pig farm project of Jiagu Agriculture and Animal Husbandry had on the Wen's, the leading pig breeder in later generations, the second Muyuan shares of Wannian Lao, and the Eagle Agriculture and Animal Husbandry, the first share of pig raising.

Of course, the current large-scale pig enterprises are not competitors to each other - everyone's opponents are still small and medium-sized retail investors in China.

Mutual attention is more about adjusting one's own strategy, or wanting to learn from each other's excellence.

In short, in the turbulent pig farming rivers and lakes, Jiagu agriculture and animal husbandry are no longer lonely.

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