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As we all know, frozen pork reserves are one of the means of official macroeconomic regulation and control of the pig market. Specifically, it is divided into two aspects of operation: collection and storage and storage. Officially, the pig grain ratio is between 5 1 and 6 1 for three consecutive weeks, and the storage work can be started as appropriate; Once it falls below 5 1, the storage work may be possible at any time.
Up to now, in 2022, the official has launched 7 batches of frozen pork collection and storage, with a cumulative planned storage capacity of 10,000 tons, an actual storage volume of 10,000 tons, and an unsold rate of more than 60%. On May 17, Huachu Network released another news that on May 20, the official will start the 8th batch of frozen pork storage, with a planned storage capacity of 40,000 tons, so the problem comesWith such a high rate of frozen pork collection and storage, why does the official still insist on the 8th batch of storage?
First of all,From the root of the problem, whether the official storage is mainly the pig food ratio, what is the pig food ratio? Pig feed ratio = pig ** corn **. At the beginning of 2022, pig prices have been sluggish, while corn ** has risen, resulting in the pig-to-grain ratio continuing to be in the first-level warning period, triggering the official storage mechanism.
Although since mid-April, the pig ** has rebounded rapidly, but according to the data of the National Bureau of Statistics, the current pig food ratio of the pig market is: 1, which is still in the excessive ** secondary warning range, and the official continues to carry out the storage of frozen pork, and the pig grain ratio is controlled by more than 6:1.
Secondly,In this round of pig cycle, due to the large loss of farmers and the long time of loss, many farmers have lost confidence in pig raising. According to industry statistics, the withdrawal rate is as high as 80%. Although the large-scale development of the industry is inevitable for economic development, as far as the current industry is concerned, the losses of the scale field are more than the first, and even some of the scale fields have been heavily indebted.
From this point of view,The official also needs to promote the return of pig prices to a reasonable level through storage, so as to achieve the purpose of boosting market confidence and promoting the stable development of the industry.
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The National Development and Reform Commission will continue to work with relevant departments to carry out the collection and storage of frozen pork reserves to promote the return of live pigs to a reasonable range. It is recommended that farms (households) reasonably arrange production and operation decisions to maintain the overall stability of pig production capacity and the normal rhythm of slaughter and supplementation.
The first 7 batches of collection and storage failed to sell as high as 60%. According to statistics, since 2022, the China Commercial Reserve Commodity Management Center has accumulated 10,000 tons of frozen pork for storage and bidding. After this storage, the cumulative storage capacity will reach 10,000 tons during the year.
Although the current pig grain ratio has rebounded, it is still in the secondary warning range, so the start of storage can not only increase market demand to a certain extent, but also release a positive signal to the market, which is conducive to better guiding and stabilizing market expectations. However, it is worth noting that the first 7 batches of storage from 2022 to the present plan to collect and store 10,000 tons, but the actual storage is only 10,000 tons, and the unsold rate is as high as 60%!
Among them, the fourth batch of storage only traded 10,000 tons, the fifth batch was all unsold, the sixth batch of storage only traded 10,000 tons, and the seventh batch only traded 10,000 tons. Previously, the industry believed that the reason for the unsuccessful auction was the recent rapid pig price, and the listing price of the storage was no longer attractive to bidding pig enterprises.
However, there is a strange imagination that the seventh batch of storage is 24,090 yuan tons, the equivalent meat price is 12 yuan catty, converted into pig prices are also about yuan, this ** has far exceeded the current national pig slaughter average price of yuan, but also basically exceeded the cost price of the current scale of the farm, even can not receive pork? The unsold rate is high!
The reversal of pig ** is more important to pay attention to the impact of production capacity, and the transformation of supply and demand pattern is the fundamental driving force for market changes, with strong sustainability. At present, it is in the critical period of the cycle reversal of the pig industry, and we should pay attention to the rhythm of pig prices. Pig prices have recovered, but the drive to support pig prices in the near future is insufficient, and it is recommended to operate cautiously.
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It may be that the market needs it, there are too many people, and it can't be stopped, so let everyone continue to eat to meet the market.
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The main reason why the official still insists on the 8th batch of storage is to carry out a good inspection of some things to ensure everyone's safety.
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Now the overall hog market is oversupplied, so it leads to the continuous increase in pork. Continuous collection and storage, the standard is high, and it is more difficult for slaughtering enterprises to collect pigs.
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According to the news from the Ministry of Commerce of the People's Republic of China, the country is ready to start a new round of pork storage work, with a total of 20,000 tons of pork collected and stored this time. The main purpose is to enhance the emergency response of pork, after all, the madness of anti-raw pork**. In 2019, there was a large-scale pork production, but as the country put in the reserve meat, the pork began to grow rapidly, and after a period of time, as the country began to collect and store pork, the pork began to bottom out, and there will be a small increase and remain at a certain level.
Pork is one of the most important meat foods on the table of Chinese, and Chinese have been eating pork for thousands of years, but in the dynasties before the Ming and Qing dynasties, because of low productivity and the prevalence of nomads, the consumption of pork was not very large. However, with the rapid development of agriculture in the Ming and Qing dynasties, the breeding industry in the Central Plains completely replaced animal husbandry, since then chicken, duck, fish and pigs and other meat foods began to occupy the mainstream of Chinese restaurants, especially the demand for pork with the growth of population is increasing, because pigs are simple and low-cost, and the growth rate is fast, so it quickly stands out from other meat foods, pork has gradually become the main meat of the people in the Central Plains, and chicken, duck and fish have become secondary meat. This habit continues to this day.
With the growth of China's population, especially the increase in the population of regions where pork is the main meat, the demand for pork is also increasing. In modern society, the impact of pork changes on the economy has far exceeded that of other non-staple foods. There are two main functions of pork reserves, the first is to stabilize the pork market, the country will start to buy a large number of pork and cryopreservation, when the pig on the market begins to the highest point, the frozen pork will be put on the market, the pork on the market will be lowered, so as to meet the needs of the people.
Another role is to use strategic reserve materials, when encountering some catastrophic disasters and changes in the international market.
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In other words, if the meat we eat is frozen pork that belongs to the national reserve, then the meat will be frozen for about 4 months at the longest, and there is actually no problem for us. In fact, if the reserve meat is really put into the market, then it can be purchased in some supermarkets or large shopping malls, and sometimes we will find that it is cheaper when we buy meat, so these cheap meats are likely to be reserve meat.
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Because this can ensure food safety, it can also prevent many disasters, and it will not make people hungry.
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This can also ensure that all pork can enter the market when there is demand, and now the ** of pork is also very low, so in this case, it is also to avoid the situation of price reduction again, so there is such a measure.
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In this way, you can face some unexpected things, and you can control prices well, so that prices tend to a very stable state.
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A few days ago, the latest batch of ** reserve frozen pork storage has ended, and the actual turnover is 0 tons! In other words, the target of 40,000 tons of frozen pork storage is all unsold!
According to the data of previous years, the reserve frozen pork storage is generally all transactions, and has a short-term boost to pig prices, after each round of reserve meat storage, pig prices will be 2-3 yuan an increase. But these batches of frozen pork storage in 2022 do not seem to have played such a role.
According to statistics, since 2022, the relevant departments have launched a total of 5 batches of ** frozen pork reserve collection and storage work, in addition to the first batch and the third batch of all transactions, the second batch of unsold rate has reached more than 40%, the fourth batch of unsold rate has reached more than 90%, and even the fifth batch of unsold has occurred, what happened? Let's break it down.
First of all, there is a strong bullish sentiment in the market outlook. The reason why frozen pork is sold is mainly because the industry participants are bullish on the pig price in the future, starting from late March, the pig price has stopped rising, and by mid-April, it has begun to appear rapidly, and this series of ** is easy for pig farmers to think that the pig ** has entered the **channel. And the official press conference also said that with the recovery of market consumption in the later period, the pig ** is expected to gradually return to a reasonable range, which seems to give the market a "shot in the arm".
Secondly, there are specific requirements for the storage of frozen pork. We all know that the reserve meat is not the whole pig of all the pork, need to meet the national "segmentation of fresh, frozen lean pork" standards, and the winning bidder must be after the date of storage of the relevant reserve meat production and processing, so that does not meet the storage standards and failed to enter the storage of pork needs to be further digested by the market, in the current market consumption downturn, this part of the meat digestion will also have a certain pressure.
Finally, frozen pork storage is not attractive enough. As we have said before, the recent market pig market has a trend, causing industry participants to be optimistic about the market outlook, especially pork has also shown signs of storage, and the frozen pork storage guide price is between 21,000-22,000 yuan tons, this guide price is really not too attractive to bidders, so in the case of the market is generally optimistic, the fifth batch and the fifth batch of frozen pork storage completion is naturally relatively low.
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First of all, there is a strong bullish sentiment in the market outlook. The reason why frozen pork is sold is mainly because the industry participants are bullish on the pig price in the future, starting from late March, the pig price has stopped rising, and by mid-April, it has begun to appear rapidly, and this series of ** is easy for pig farmers to think that the pig ** has entered the **channel. And the official press conference also said that with the recovery of market consumption in the later period, the pig ** is expected to gradually return to a reasonable range, which seems to give the market a "shot in the arm".
Secondly, there are specific requirements for the storage of frozen pork. We all know that the reserve meat is not the whole pig of all the pork, need to meet the national "segmentation of fresh, frozen lean pork" standards, and the winning bidder must be after the date of storage of the relevant reserve meat production and processing, so that does not meet the storage standards and failed to enter the storage of pork needs to be further digested by the market, in the current market consumption downturn, this part of the meat digestion will also have a certain pressure.
Finally, frozen pork storage is not attractive enough. As we have said before, the recent market pig market has a trend, causing industry participants to be optimistic about the market outlook, especially pork has also shown signs of storage, and the frozen pork storage guide price is between 21,000-22,000 yuan tons, this guide price is really not too attractive to bidders, so in the case of the market is generally optimistic, the fifth batch and the fifth batch of frozen pork storage completion is naturally relatively low.
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It is because ** put a lot of pork in the market, and then all these pork were sold, and on April 14, the number of unsold auctions reached 10,000 tons, so that the supply can be sufficient and prices can be stabilized.
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It is because the state has invested a lot of pork in the market, stabilized the pork market, and the storage standard is relatively high, so the difficulty of the butcher in collecting rent is relatively high, and there will be a lack of power, which can ensure the normal operation and recovery of the breeding industry through this form.
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The significance of the frozen pork is to stabilize the market, so that the market change is no longer so terrible, because I have been working outside for the past six months, so I have always eaten ready-made, and I have not considered the problem of ****, in recent years, I have talked about the problem of income **, the original 24 yuan 25 yuan,Now** directly cut in half becomes 12 yuan, and even says that sometimes 10 yuan and 11 yuan, which is too low.
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**Reserve meat will generally be listed around the winter solstice to the wax moon, this period is the best time to put it.
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Generally, it will be released after three months, which can also ensure that most people have a reasonable understanding of the price of meat during this time period, and it will not affect people's judgment on this matter.
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Personally, I feel that the best reserve meat will generally be put on during the Spring Festival, because at this time, people will generally buy it, and it meets the consumption needs of the masses.
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First, why do we store so much pork?
Second, why doesn't doing so lead to a rise in pork?
Third, what do you think about this time of storing pork?
In fact, if we want to store pork, we also need to buy it from the market, so at this time, the ** of the table is relatively low, and the country will store pork in many places, and wait until there is a shortage of pork, and then take it out and sell it, so as to stabilize the market. At present, pork ** is relatively stable, and there will not be a lot of fluctuations in a short period of time.
Recently, ** frozen pork storage and auction.
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