The prospects for the aquaculture industry in the next five years, and what are the prospects for th

Large-scale development is the mainstream, but it is by no means an exit from free-range farmers.

Recently, there has been a lot of attention on the Internet about free-range farmers and large-scale farming, and many people are saying that free-range farmers will withdraw from the aquaculture industry, and large-scale and group farms will occupy the mainstream. It can be said that, according to the analysis of national conditions, it is impossible for free-range farmers to withdraw, and they will not be in the next few decades.

However, free-range farmers will be upgraded, some of the breeding concept is good, the technical level is high, will develop more and more, the formation of scale, and some poor breeding concept, breeding loss money, may accelerate the exit. For example, the current pig industry, under the blow of the epidemic, has accelerated the industrialization process of the pig industry.

2. The company adds the model of raising households.

Now there are breeders in chickens and free-range chickens, and there are contract pigs in pig raising, and the rapid expansion of group pig farms needs to bring households, and farmers need high-quality pig seedlings and chicken seedlings, as well as risk sharing and technical support, and the era of cooperation will be a win-win situation.

3. Qualified discharge of aquaculture sewage, increasing environmental protection costs.

The aquaculture industry continues to develop, the same pollution and environmental deterioration, in recent years, the state for the aquaculture industry continues to rectify. Compulsory shutdown and rectification of farms with unqualified pollutant discharge, demarcation of restricted breeding areas, forbidden areas, planning breeding communities, reducing breeding noise, prohibiting wastewater discharge, etc. For the sake of sustainable environmental development, the investment in environmental protection facilities will be a major cost proportion of the aquaculture industry.

4. Food safety and resistance limit and prohibition of resistance.

The improvement of people's living standards and the pursuit of healthy human development have higher and higher requirements for meat products. The country's requirements for meat, eggs and milk indicators are also constantly improving, and it is necessary to limit and prohibit resistance. The layer industry has begun to ban antibiotics, and antibiotic residues are not allowed in factory eggs.

After July 2020, the pig industry prohibits the addition of antibiotics to the feed, and at the same time, the requirements for feed additives are strict, and only traditional Chinese medicine additives are allowed.

5. Intensification, mechanization and energy saving.

Compared with the domestic aquaculture industry, the agriculture and animal husbandry industry and aquaculture industry in Europe and the United States have a relatively high degree of modernization. In the United States, one person can manage 3,000 pigs. In China, with the increase of domestic labor costs, the degree of mechanization is getting higher and higher, and the degree of breeding intensification will be accelerated.

Major listed companies in the industry:Major companies in the aquaculture industry include Zhangzidao (002069), Tianma Technology (603668), Dahu (600257), and Hao Dangjia (600467).

1. Aquaculture production has maintained steady growth

Aquaculture in China is one of the fastest-growing industries in China's agricultural structure. China's aquatic product output mainly comes from aquaculture, and aquaculture production maintained a steady growth from 2018 to 2020, and preliminary statistics show that aquaculture production in 2021 was close to 54 million tons.

2. The output of marine aquaculture has gradually increased

From 2014 to 2020, the output of marine aquaculture in China gradually increased, and the output of marine products in China was 10,000 tons in 2020, and from 2014 to 2020, the output of freshwater aquaculture increased first and then decreased, and the output of freshwater products in 2020 was 10,000 tons.

3. The per capita share of aquatic products tends to be stable

From 2015 to 2020, the per capita share of aquatic products of Chinese residents tended to be stable, both of which were above 45 kg, and stabilized at about 46 kg after 2017, and the per capita share of aquatic products of Chinese residents in 2020 was kilograms, and the preliminary statistics showed that the per capita share of aquatic products of Chinese residents in 2021 was still about 46kg.

4. The apparent consumption of aquatic products continues to rise

With the rapid development of e-commerce of agricultural products, the circulation channels of aquatic products continue to expand, and drive the growth of consumption. After the apparent consumption of aquatic products in China exceeded 50 million tons in 2016, the apparent consumption of aquatic products in China began to decline significantly in 2017, mainly due to the reduction of freshwater aquaculture area, and the apparent consumption of aquatic products in China continued to rise from 2017 to 2021, and the apparent consumption of aquatic products in China in 2021 was close to 52 million tons.

The annual output value of aquaculture industry will exceed one trillion yuan

At the beginning of 2020, the new crown pneumonia swept the world. Due to the impact of the new crown pneumonia, aquatic products are facing the dilemma of inventory accumulation and inability to sell; With the effective measures of epidemic prevention in China, China's aquaculture industry has gradually regained its vitality. It is expected that the output value of China's aquaculture industry will rise at a CAGR of about 4% from 2022 to 2027 to more than one trillion yuan in 2027.

The above data refer to the Prospective Industry Research InstituteAnalysis report on market prospect and investment strategic planning of China's aquaculture industry

Panorama of livestock and poultry breeding industry chain

The upstream industries of the livestock and poultry breeding industry mainly include corn, soybean meal and industrial feed and other necessary feed industries for livestock and poultry breeding, as well as livestock and poultry seedlings and vaccines.

The downstream industry of livestock and poultry sales and breeding industry mainly uses cold chain to transport products to terminal consumption places after slaughtering livestock and poultry and product processing. Among them, the meat products industry, which is dominated by livestock and poultry slaughtering and processing, and the meat product transportation industry, which is dominated by cold chain logistics, play an important role in the downstream industry chain.

The upstream of the livestock and poultry breeding industry is feed production, vaccines, poultry seedlings and other deficit states, and the representative enterprises are Haid Group, New Hope, Biological Shares, China Animal Husbandry Shares, etc.; The midstream is the livestock and poultry breeding industry, and the representative enterprises include Muyuan shares, Wen's shares, Sunner Development, Yisheng shares, etc.; The downstream is mainly slaughtering, product processing, cold chain transportation and wholesale sales, etc., with Shuanghui Development, Yurun Food, Longda Food and other enterprises.

Regional distribution map of livestock and poultry breeding industry chain

From the perspective of the regional distribution of listed companies, there are more listed companies in the livestock and poultry breeding industry in Guangdong and Hunan provinces, among them, Guangdong Province has Haid Group, Wen's shares, etc.; Listed companies in Hunan Province include Tang Renshen, New Wufeng, etc.; In addition, the animal husbandry and dairy industry in the western region are relatively developed, so it has also led to the development of the livestock and poultry breeding industry, and some listed companies have appeared, such as Tiankang Biology and Western Animal Husbandry, which are listed companies in Xinjiang Province.

The business layout of representative enterprises of livestock and poultry breeding

From the perspective of the business layout of each enterprise, the livestock and poultry breeding business of Muyuan shares, Wen's shares, Yisheng shares, Xiantan shares and other enterprises account for a relatively high proportion of more than 90%, and support the operation of products or services involved in the livestock and poultry breeding industry chain, such as feed, agricultural and animal husbandry equipment, etc. In terms of regional layout, there are certain regional characteristics in the livestock and poultry breeding industry, and some enterprises choose to focus on the local market to reduce the cost of commodity circulation, such as Luoniushan, Minhe shares; In addition, there are also enterprises that have deployed their business scope to the whole country or even overseas, such as Sunner Development, New Hope, etc.

The latest business trends and plans of representative livestock and poultry breeding enterprises

From the perspective of the latest business planning or dynamics of enterprises, enterprises extend the layout of the industrial chain and improve the competitiveness of enterprises through different ways such as technological research and development innovation, adding subsidiaries or departments, and enhancing enterprise cooperation. For example, Muyuan Co., Ltd. and Wolong Holding Group have cooperated in photovoltaic energy storage projects to develop the livestock and poultry breeding business in the direction of intelligence; Wen's Co., Ltd., Luoniushan, New Wufeng and other enterprises actively set up subsidiaries to expand the layout of the industrial chain upstream and downstream.

The 12th Five-Year Plan for the Development of Animal Husbandry in Yanshan (2011-2015) proposes that by 2015, the proportion of livestock and poultry scale spine breeding in the country will increase by 10-15 percentage points, and the output value of animal husbandry will account for 36% of the total output value of agriculture, forestry, animal husbandry and fishery. At the same time, the "planning" also put forward for the first time the financial support for animal husbandry, encourage qualified localities to set up animal husbandry loan guarantees, guarantee companies, for the financing of leading enterprises in breeding and processing services. The introduction of financial policies is expected to enable large-scale breeding enterprises to break through the bottleneck of capital and scale, and create greater development opportunities for livestock and poultry breeding enterprises.

While facing significant opportunities, livestock and poultry farming companies are also facing challenges from potential entrants. In recent years, livestock and poultry breeding upstream and downstream enterprises have entered the livestock and poultry breeding industry through vertical extension development, at present, New Hope, COFCO, Zhenghong Technology, Ningbo Tianbang, Jiangxi Zhengbang, Zhengda Group, Baishiteng and other upstream feed enterprises, as well as Shuanghui Development, Gaojin Food, Yurun Food, Tang Renshen Group, Liuhe Group and other downstream enterprises, have been involved in livestock and poultry breeding business. In today's increasingly fierce market competition, livestock and poultry breeding enterprises must innovate business models in order to obtain sustainable competitiveness, so as to ensure their own survival and development.

Analysis Report on the Development and Business Model of China's Livestock and Poultry Breeding Industry Prospects", this report uses the first-hand market data collected by the long-term tracking and collection of livestock and poultry breeding industry by forward-looking information, and comprehensively and accurately constructs an analysis system for you from the overall height of the industry. The report mainly analyzes the development background of livestock and poultry farming; International experience in the development of livestock and poultry farming; the development status of China's livestock and poultry breeding industry; the development direction of China's livestock and poultry breeding model; Business model and construction of China's livestock and poultry breeding industry; Ecological breeding models and countermeasures of livestock and poultry in China; China's livestock and poultry breeding informatization construction; China's livestock and poultry product supply and demand**; investment and financing opportunities in China's livestock and poultry breeding industry; The business strategy of China's leading livestock and poultry breeding enterprises. At the same time, with the comprehensive and detailed first-hand continuous market data of the industry in the past 5 years, you can comprehensively and accurately grasp the market trend and development trend of the entire livestock and poultry breeding industry.

The most important feature of this report is its forward-looking and timely nature. According to the development trajectory of the livestock and poultry breeding industry and many years of practical experience, the report makes a prudent analysis of the future development trend of the livestock and poultry breeding industry, which is a rare boutique for livestock and poultry breeding enterprises and investment enterprises to accurately understand the latest development trends of the livestock and poultry breeding industry, grasp market opportunities, make correct business decisions and clarify the development direction of enterprises. It is also the industry's first heavyweight report to provide a comprehensive and systematic analysis of the business models and leading companies in the livestock and poultry industry.