Subsidies + discount hard measures launched a number of listed pig companies busy expanding capacity

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 Subsidies + discount hard measures launched a number of listed pig companies busy expanding capacity


Recently, pork price increase has attracted much attention. In order to control the speed of pork price increase, various ministries and local governments have recently taken a number of real gold and silver hard measures. According to incomplete statistics from journalists of the Beijing News, up to now, many regulatory bodies, such as the Development and Reform Commission, the Ministry of Finance, the Ministry of Commerce, the Ministry of Natural Resources, the Ministry of Transportation, the Ministry of Agriculture and Rural Areas, and the China Banking and Insurance Regulatory Commission, have issued preferential policies related to the pig industry, covering financial support, breeding subsidies and transportation expenses. Holding, land support and other aspects.

Among them, subsidies and discounts to help enterprises build, rebuild and expand pig farms attract attention. On September 9, the General Office of the National Development and Reform Commission and the General Office of the Ministry of Agriculture and Rural Areas jointly issued the Notice on the Investment Arrangement in the Central Budget for Stabilizing Pig Production, which clearly put forward that the investment in the Central Budget should be directed to the construction, reconstruction and expansion of pig farms, large-scale pig farms (households) and large-scale pig farms (households) in prohibited areas by the end of 2020. One-time subsidy shall be granted for reconstruction in other places. According to the regulations, in principle, the proportion of the central subsidy shall not exceed 30% of the total investment of the project, with a minimum of not less than 500,000 yuan and a maximum of not more than 5 million yuan.

Reporters noted that a number of Pig-related listed companies are expanding production.

Subsidies + discounts to help enterprises build, rebuild and expand large-scale pig farms

One-time subsidy for large-scale pig farms shall be no less than 500,000 and no more than 5 million.

Recently, in order to control the trend of pork price increase, various ministries and local governments have issued a number of documents, including financial support, land use support, transportation support, farming subsidies and so on, which provide various guarantees for the gradual recovery of pork supply.

Reporters of the Beijing News have noticed that some of these policies are supported by real gold and silver.

On September 9, the General Office of the National Development and Reform Commission and the General Office of the Ministry of Agriculture and Rural Areas jointly issued the Notice on the Investment Arrangement in the Central Budget for Stabilizing Pig Production, which clearly put forward that the investment in the Central Budget should be directed to the construction, reconstruction and expansion of pig farms, large-scale pig farms (households) and large-scale pig farms (households) in prohibited areas by the end of 2020. One-time subsidy will be given for reconstruction in other places, mainly supporting the construction of large-scale pig farms and pig breeding farms, animal epidemic prevention, waste disposal, environmental control, automatic feeding and other infrastructure construction. According to the regulations, in principle, the proportion of the central subsidy shall not exceed 30% of the total investment of the project, with a minimum of not less than 500,000 yuan and a maximum of not more than 5 million yuan.

Pan Xiangdong, chief economist of New Age Securities, told Xinjing News that the performance of farming enterprises this year is still worrying because of the great loss of swine fever in Africa. Therefore, at present, the best way to avoid the persistent rise in pork prices is to restore production capacity as soon as possible, that is, to mobilize the enthusiasm of breeding enterprises to resume production. The policy issued by the Development and Reform Commission and the Ministry of Agriculture and Rural Affairs is to encourage pig breeding by means of subsidies. With subsidies, the loss of farmers will be less and the enthusiasm will continue. Put into operation.

Fu Yifu, a senior researcher at Suning Institute of Finance, also told reporters in Beijing News that in terms of the upstream and downstream links of pig industry chain, the main participants in the feeding sector could obtain much lower profits than those in feed supply and slaughter processing because of the low concentration of the industry and the weak bargaining power. At the same time, the main participants in the feeding sector were far less profitable than those in feed supply and slaughter processing. It also bears a large market risk, and its own interests are often difficult to be fully protected. This one-off subsidy for farmers is equivalent to improving the economic income of farmers, solving their worries, thus promoting the scale of pig breeding, in order to regulate and stabilize pork prices.

Earlier on September 4, the General Office of the Ministry of Finance and the General Office of the Ministry of Agriculture and Rural Areas jointly issued the Notice on Supporting the Work of Stabilizing the Production and Guarantee Market Supply of Pigs, saying that the temporary loan discount policy for pig farms and large-scale pig farms should be improved, and the implementation period of the Agricultural Finance Accounting Document No. 30 will be extended to December 31, 2020. Within the extension period, the discount scope should be extended appropriately, and the construction funds for new and expanded pig farms in line with the provisions of document No. 30 of Agricultural Finance Accounting [2019] will be included in the support scope, so as to ease the pressure on the flow and construction funds of pig enterprises and stabilize the production capacity of live pigs.

In response, Xu Hongzhi, a special analyst at the Agricultural Futures Network, said that the discount range had expanded from the production liquidity of purchasing feed, breeding pigs and piglets to the construction funds of new and expanded pig farms. Taking the 5000 pig farms that were launched annually from the beginning as an example, without considering the bottom liquidity and labor costs, the discount was only for civil construction and supporting facilities. And equipment, the cost of new construction is not less than 3 million yuan, ordinary farmers can not bear, the expansion of the discount scope can effectively reduce the financial pressure of practitioners to enter the market, after all, now the breeding profits have reached a record high, as long as the epidemic prevention and control can not be controlled, the main obstacle to making money for pigs is the shortage of funds.

Pig-raising enterprises shall not blindly limit, withdraw or break loans

Enterprises that meet the credit conditions but temporarily encounter difficulties in operation should do a good job in relevant financial services and should not blindly limit, withdraw or break loans.

It is noteworthy that the China Banking and Insurance Regulatory Commission has recently issued a notice to increase credit support. Banking financial institutions should further increase their support for the pig industry. It is necessary to make good financial services for pig farms (local pig farms), pig farms and slaughtering enterprises that meet the requirements of credit, but they should not blindly restrict loans, lend money or break loans.

Pan Xiangdong told the Beijing News reporters that the pig production capacity needs to be restored. Although the pig price is high, but because of the large consumption of African swine fever, the losses of the breeding enterprises are serious. If we do not provide financing support, the price of the piglets will go up too fast, there will be no market price and the cost of reproducing will be very high. At the same time, the outbreak of African swine fever and the resumption of production must also be borne by the wind. It is also difficult for aquaculture enterprises to resume production.

Pan Xiangdong said that to do a good job of related financial services, not blindly limit, draw loans, break loans, which is conducive to encouraging large-scale pig farming, as far as possible to curb the speed of pig production reduction.

New policy on pig farming land to shorten the construction cycle of pig farms

Pig farming land is used as facility farmland. According to the management of farmland, there is no need to go through the examination and approval formalities for construction land. Pig farming land is allowed to use general cultivated land.

In terms of land use, at the beginning of September, the General Office of the Ministry of Natural Resources also issued the Notice on the Issues Concerning the Protection of Live Pig Breeding Land, emphasizing that pig Breeding Land should be used as facility agricultural land, and it should be managed according to agricultural land, without going through the formalities for approval of construction land. On the premise of not occupying permanent basic farmland, the space of pig farming land should be rationally arranged, and pig farming land should be allowed to use general cultivated land, so as to be used for farming purposes without requiring the balance of cultivated land; the notice also emphasized that the scale of land used for subsidiary facilities should be increased, the upper limit of 15 mu should be abolished, and waste disposal for pig farming should be guaranteed. Facility land needs.

Fu Yifu told Xinjing News that in the past, the land used by pig farms was often agricultural land, while the general cultivated land was not allowed to be occupied. The release of this policy is equivalent to improving the situation of farmers, and based on scientific and rational arrangements and guidance to stabilize the use of pig breeding sites, to protect their interests, and then stimulate farmers willingness to raise pigs, increase pig supply and stabilize the price of pigs. However, how to coordinate pig manure treatment and pollution treatment also needs attention.

Xu Hongzhi, a special analyst of the Agricultural Products Futures Network, said that after the policy adjustment, the pig farming land as facility farmland, according to the management of agricultural land, does not need to go through the formalities for approval of construction land, and allows pig farming land to use general cultivated land, which does not need the balance of cultivated land for breeding purposes, which will greatly shorten the construction of pig farms. Set a cycle, so as to speed up the pace of pig productivity recovery.

In addition, Zhuo Chuang also said that abolishing the upper limit of 15 mu of land for pig production subsidiary facilities and opening a green channel for powerful large enterprises in terms of land use restriction are conducive to the rapid recovery and expansion of production capacity of large-scale enterprises. The domestic level of large-scale farming is relatively low, and the number of pigs in the top ten farming enterprises is less than 7%. Small retail farming accounts for more than 50% of the total, and supporting farmer farming can effectively and rapidly improve productivity.

Expansion and Replenishment of Pork Listed Enterprises

Muyuan shares, Wens shares and other plans to expand production, Dabeinong is also actively supplementing the fence.

Encouraged by the introduction of a number of relevant policies by the state, many listed companies with pork concept have begun to expand their production capacity recently. For example, the company announced on September 7 that it plans to set up Heilongjiang Gannan Muyuan Agriculture and Animal Husbandry Co., Ltd. and Heilongjiang Mulan Muyuan Agriculture and Animal Husbandry Co., Ltd. with its own funds.

Mu yuan shares said in the announcement that, with the gradual expansion of the scale of the companys culture, combined with the companys strategic development needs, the company will further build a pig industry chain integrating feed processing, pig breeding and commercial pig breeding. Gannan County, Qiqihar City, Heilongjiang Province, and other places have good geographical location and food resources advantages. The establishment of wholly-owned subsidiaries in Gannan County, Heilongjiang Province, is conducive to expanding production scale, increasing market share of products and obtaining economies of scale.

Coincidentally, it is reported that Wen also plans to invest 1 billion yuan in Yunan District, Yunfu City, Guangdong Province, to develop 600,000 pig farming projects. According to the agreement, Wen will invest 1 billion yuan in Yunan to build 600,000 pig farming projects annually, build a feed factory with an annual output of 300,000 tons, three technical service centers and administrative centers, and set up a Huanong Wens Yunan Branch in Yunan. Wens shares will actively explore and promote the enterprises precise poverty alleviation path in line with the national precise poverty alleviation policy, and promote the pig industry in Yunan District to develop in the direction of high efficiency, high quality, ecology and green.

Dabeinong, a listed company, also said in its semi-annual report published on August 22 that at present, the company has actively supplemented the fence, and the number of sows and live pigs in stock has continued to increase. In the second half of 2019, the performance of the companys pig industry will be greatly improved.

Earlier, on August 12, Tang Renshen signed the Framework Agreement on the Joint Establishment of Tang Renshen Industrial Investment Fund with Hunan Finance and Information Industry Fund Management Co., Ltd. and Hunan Asset Management Co., Ltd. The three parties will play their respective advantages and cooperate on the establishment and operation of Tang Renshen Industrial Investment Fund. It is reported that the fund will achieve all-round cooperative development of pig ecological chain through cooperation, investment, equity participation, merger and acquisition, including investment in the construction of breeding platform companies, investment, merger and acquisition of excellent breeding companies. It is noteworthy that pork concept stocks have benefited from the rise in pork prices, and share prices have risen sharply since this year. Wind data show that as of September 9, Zhengbang Science and Technology shares rose by 231.63%, Muyuan shares rose by 154.05% and Shunxin Agriculture shares rose by 110.67% in the year. In addition, the share prices of Tianbang and Wens shares also rose by more than 50% in the year, reaching 87.21% and 50.77% respectively. Source: Xu Meng-NN7485, Responsible Editor of Beijing Newspaper

Earlier, on August 12, Tang Renshen signed the Framework Agreement on the Joint Establishment of Tang Renshen Industrial Investment Fund with Hunan Finance and Information Industry Fund Management Co., Ltd. and Hunan Asset Management Co., Ltd. The three parties will play their respective advantages and cooperate on the establishment and operation of Tang Renshen Industrial Investment Fund. It is reported that the fund will achieve all-round cooperative development of pig ecological chain through cooperation, investment, equity participation, merger and acquisition, including investment in the construction of breeding platform companies, investment, merger and acquisition of excellent breeding companies.

It is noteworthy that pork concept stocks have benefited from the rise in pork prices, and share prices have risen sharply since this year. Wind data show that as of September 9, Zhengbang Science and Technology shares rose by 231.63%, Muyuan shares rose by 154.05% and Shunxin Agriculture shares rose by 110.67% in the year. In addition, the share prices of Tianbang and Wens shares also rose by more than 50% in the year, reaching 87.21% and 50.77% respectively.