China - Poultry industry needs 1 year to meet demand after many small farmers continue to exit due to H7N9 & other disease pressures - August 24, 2015

[sharon sanders]

Livestock industry: poultry farming shares from September to October there are 1-2 times the market value of the space launch

[FONT=&#23435]2015-08-24 14:03:00
Source: Panorama Network[/FONT]

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[FONT=&#23435]　　Agriculture is the second half of the A shares of the few high degree of prosperity plate: CPI up, more devaluation policies to promote and reduce the impact of imports, we recommend an overweight agriculture sector, the two main lines 1) deep restructuring priorities: land transfer + Reclamation Reform + SOE reform, the preferred Hainan Rubber(601,118); 2) poultry farming sector. 　　Chicken industry history at the bottom of a long cycle, reverse the obvious signs: the current price in chicken



The last four years a historic bottom. At the same progenitor chicken breeding stock continued to decline, after three quarters of chicken consumption into the traditional peak season, and then superimposed downstream inventory was consumed meat, chicken and pork prices are now apparent scissors, chicken prices are expected to bounce back into the 15-20 months rising cycle, we believe that when white chicken breast and spot prices upward inflection point when the stock will be accelerated. 　　Supply contract, the original ancestor of chicken production continued to shrink help reverse the trend of the industry cycle chicken: chicken market in the doldrums in recent years, farms and the introduction of low enthusiasm. Meanwhile, affected by H7N9 avian influenza and other diseases, farmers withstand the psychological pressure, small farms continue to exit. In addition, since the United States has not bird flu under control, China in January 2015 issued a ban on imports of US chicken. 2014 China's total chicken imports ancestor 116 million units, if in 2015 the United States GATT hopeless, our imports are expected to fall to about 700,000 units, down 40%. The core difference is that the progenitor shrinking supply chicken to the production capacity, the need for at least one year to recover.

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[sharon sanders]

[h=1]Recently egg price gains little faster retail price of eggs has been "+ 6"[/h]
At 10:20 on August 24, 2015 the business community 0ShareAdd favoritePrintincrease fontdecrease font


　　Business agency August 24 News
　　Normal retail price of eggs "+ 6", the wholesale price of "broken five", eggs rises.
　　Sister Xu buy eggs a week for the price of eggs is very sensitive: "from the previous five yuan a pound to 6.5 yuan a pound yesterday, egg prices have risen significantly." According to the Hangzhou Business Council (Hangzhou Food Authority) to the city Area egg price monitoring statistics show that wholesale prices had been "broken five", reached 5.4 yuan / kg.
　　Hangzhou egg industry association president Qian Ming partner said, as usual, Mid-Autumn Festival, National Day before the egg price will increase, but this year a little earlier than forecast.
　　"The cost price of eggs to 4 yuan / kg, while the end of February to July this year, the average purchase price was 3.6 yuan / kg, is certainly losing money." Qian Ming partner analysis. "The current round of price increases is mainly affected by the impact of tight supply."
　　"Two years ago affected by avian flu, layer breeding stock has declined markedly. Affected by losses in the first half of this year, many small retail investors to exit the aquaculture industry. Plus summer temperatures are high, layer break volts, laying performance overall decline, various superimposed factors resulting in the current tight supply situation nationwide egg. "Qian Ming partner representation.
　　"August 21 eggs origin Jiande purchase price reached 500 yuan / kg, the price of eggs the next estimate will be higher." Qian Ming gang believes that the current egg Hangzhou market demand is about 450 tons per day, with 8 Opening at the end of the colleges, egg concentrate increased demand, will be increased demand for Hangzhou Daily 50-80 tons of eggs, egg prices may be going up. "The cooler weather is expected in the future, the price of eggs may also fall."
　　(Source: Hangzhou Network)

http://finance.sina.com.cn/money/future/20150824/102023046251.shtml

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