Stir fried pork, shredded pork with fish flavor, sweet and sour pork ribs, steamed pork with flour... During the Spring Festival, all kinds of delicious foods take turns. Among them, the protagonist is pork. The Spring Festival is also the peak of pork consumption.
The reporter learned that at the national celebration node of the Spring Festival, pig enterprises have guaranteed the slaughter volume and slaughter volume to ensure the supply of pork consumption market during the Spring Festival.
On the other hand, in order to meet the change of consumers' consumption habits, pig enterprises are also gearing up to find the "second landing point" outside the traditional pig sales, develop new products and expand new markets.
stable rhythm
"According to the current sales situation in January, the overall sales volume in January ranged from 4.5 million to 5 million." According to the relevant person in charge of Muyuan Foods Co.Ltd(002714) , the sales volume in January of Muyuan Foods Co.Ltd(002714) is equivalent to that in December 2021, and the production of the enterprise maintains a balanced rhythm.
"In terms of the amount of slaughter per day, about 4000 heads are sold every day, maintaining the normal level of slaughter in the short term." According to the relevant person in charge, it is estimated that 120000 heads will be listed in January, which is within the scope of the plan. According to the past information disclosure arrangement, the general pig enterprises will announce the overall listing situation in January and February in early March.
At the slaughtering end, the interviewed enterprises said that due to the strong seasonal market demand, the company's slaughtering business is in good condition, and most slaughterhouses are in full load. According to insiders, from the current slaughtering situation, the slaughter weight of live pigs has decreased significantly compared with that in 2021, and there are relatively few "cattle and pigs" with huge body size.
Spring Festival does not rest
Different from the relatively flexible holiday mechanism of the secondary industry and the tertiary industry, pigs need to be fed every day, and animal husbandry has less concept of normal holidays. The reporter learned from a number of listed companies that enterprises maintain normal operation during the Spring Festival.
"Due to the actual production demand, biosafety prevention and control and other factors, the company's pig breeding technicians usually arrange rest according to the batch production rhythm." According to the relevant person in charge, for example, the breeding technicians in the fattening section can usually take turns every three months, even on holidays such as the Spring Festival and the Mid Autumn Festival.
"Before the Spring Festival, the company's production work will be in normal operation." The relevant person in charge said that at present, the company's production and operation are basically not affected by local epidemic and holidays.
"The non rest of the Spring Festival is also an important embodiment of enterprises' guarantee of supply and practice of social responsibility." According to the relevant person in charge, the company has been engaged in pig breeding for so many years. Every Spring Festival, a large number of front-line workers and back-end business personnel stick to their posts in farms and subsidiaries. It is precisely in this way that the company can ensure the continuous and stable supply of high-quality pigs and pork for the society.
From the perspective of the industry, the operation of pig breeding enterprises is stable as a whole. According to the joint credit analysis, since 2021, the pig cycle has been down, the pig production capacity has been surplus, the pig price has shown a sharp decline trend, superimposed with the impact of rising cost side pressure, the pig breeding enterprises have suffered varying degrees of losses and increased debt burden, but there has been no material breach of contract.
targeting the Spring Festival market
While ensuring market supply, pig enterprises are also constantly developing new products and looking for a second growth point to adapt to the change of consumers' consumption habits.
"Through more than three years of operation, the company has developed dozens of products. At present, the representative 'eight bowls of reunion' can be quickly served at home during the Spring Festival." According to the relevant person in charge of Tangrenshen Group Co.Ltd(002567) , the "eight bowls of reunion" large dish gift box (prefabricated dishes) is mainly launched for the new year goods and welfare of employees in enterprises and institutions. It is cooked with fresh ingredients in the Tangrenshen Group Co.Ltd(002567) central kitchen, frozen and fresh, heated and ready to eat.
In addition, Tangrenshen Group Co.Ltd(002567) cooperated with Wang Xiaoyu food to launch cooked Hunan cuisine bags (cooking bags) to supply the majority of chain catering enterprises and fast-food restaurants across the country; Cooperate with yokel chain catering to customize the production of enterprise vegetable bags, including beef granules, chicken feet, sausage, etc., and the supply covers more than 200 stores.
Henan Shuanghui Investment & Development Co.Ltd(000895) also said that at present, the company has launched prefabricated conditioning products such as fast food dishes, self heating rice, balls, crispy meat and garlic spareribs. In addition to online sales, related products are also accelerating offline promotion.
"The company launched pork gift box products during the Spring Festival." The relevant person in charge of Muyuan Foods Co.Ltd(002714) said that the raw materials used in the product are Muyuan Foods Co.Ltd(002714) self bred and slaughtered pork. The product has the characteristics of safety, delicacy and health, and can meet the needs of consumers to visit relatives and friends and family dinner during the Spring Festival.
From another point of view, according to the common pig price forecast in the industry, the pig price will be at the high point before the Spring Festival or in the first half of 2022, and the pig price will be under pressure after the Spring Festival. Therefore, providing high-quality pig related products for downstream slaughtering enterprises, food processing enterprises and consumers plays a positive role in improving the brand image of pig enterprises, achieving good performance in the first quarter and laying a solid foundation for annual growth.
