I collect gold fingers in the heavens

Chapter 408 Super High Return on Pork (Fill the blocked chapters)
Since the outbreak of African swine fever, high-level officials have made many model predictions, and it is estimated that the pork shortage in 2019 is about 1400 million tons.

At present, the country will increase pork imports to more than 300-400 million tons.

In other words, the shortfall of pork this year is probably more than 1000 million tons.

Such a huge gap will naturally drive the price of pork to rise steadily. No matter how many policies the country introduces, the price of pork has always been strong.

Because the gap is here, the need is here.

When supply exceeds demand, economic laws will keep prices rising, which cannot be transferred by manpower.

Now, [Chaoqun Group] says that it can supply more than 500 million tons of pork to the market by the end of the year.

This is an unplanned supply of pork.

With this batch of pork, as long as the timing is right, although the price of pork cannot be returned to the price before the African swine fever outbreak, suppressing the rise in pork prices is no longer a problem that plagues the high-level.

Pork is related to the happiness of residents.

When the big leader of the Ministry of Agriculture heard Guan Xuelie say that all the pork reserves of [Chaoqun Group], in addition to meeting the needs of their own [Small Fresh Meat], can completely follow the command of the state and participate in this pork price war.

The leader of the Ministry of Agriculture was immediately moved. He held Guan Xuelie's hand and said, "[Chaoqun Group] is really a conscientious and responsible enterprise! I represent the people, thank you."

"[Chaoqun Group] repays the country with Chicheng, and the country will not hurt the hearts of patriotic enterprises!"

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A few days after the leader of the Ministry of Agriculture returned with the inspection team, the soldiers were extremely fast, and soon a joint press conference with [Super Group] was held in the imperial capital.

Huang Yuping and Guan Xuelie, as representatives of [Super Group], attended the press conference.

The specifications of this press conference are very high, and for a private enterprise like [Super Group], it is a rare honor. It has raised the social status of [Super Group] to a very high level, and faintly enjoys the status of a large state-owned enterprise. treatment.

The specifications of the press conference were very high, but the opening time was very short. It was announced that [Chaoqun Group] had more than 500 million tons of pork, and it would be released to various regional markets at market prices to calm the continuous rise during this period. pork prices.

Our country has always had the tradition of [the fewer words, the bigger things].

After the news spread, the pig raising companies in the stock market fell first, and the stock trend, which had been red all the time, took a sharp turn and turned green.

But during the session, the stocks of pig raising companies turned red again.

The reason is that the market does not think [Chaoqun Group] can have such a large amount of pork!
In the stock bars of many pig raising companies, stockholders have endless discussions, but it is generally believed that [Chaoqun Group] may have a huge amount of reserve pork, but it definitely does not have the 500 million tons of reserve pork it advertises.

We must know that the leading pig raising enterprise [Wen's] sells only 2229 million commercial pigs a year, which is only 167 million tons of pork. This is still an estimate of the large number.

[Chaoqun Group] advertises that it has more than 500 million tons of pork reserves, which is more than the annual output of three [Wen’s].

In addition, [Chaoqun Group] sold 3200 million commercial pigs in the past nine months, or 265 million tons of pork.

Its reserve pork plus the pork that has been sold has reached 765 million tons.

This is the annual output of 4.6 [Wen's].

[Wen's] has been in the breeding industry for more than ten years, decades, and [Chaoqun Group] is just a rising star. It has only been a few years since it entered the pig raising industry, and it has been breeding on a large scale, that is, Two or three years.

In the past few years, it has achieved four or five times the achievements of [Wen's].

Few people would dare to believe such an achievement.

It is too exaggerated!
It is generally believed in the market that [Chaoqun Group] will have 1200 million to 1500 million commercial pigs available for sale in the next three months.

Including the pork stored in its cold storage, the quantity should be around one million tons.

Although this amount is exaggerated, it is still not as exaggerated as 500 million tons. It will have an impact on the pork market, but it will never be as big as imagined!

This is the reason why the relevant pig raising companies fell first and then rose.

Since the beginning of this year, the stocks of pig farming companies have been rising steadily, with a few daily limits from time to time.

This is because since the outbreak of African swine fever, the supply of live pigs has decreased and the price of pork has continued to rise. The profit of pig raising companies in the first half of 2019 has reached 650 yuan per head, but in the second half of 2019, the profit level has skyrocketed , the highest profit reached 2800 yuan/head, and even now, it maintains a profit level of 2000 yuan/head.

With such a high level of profitability, it is no wonder that the stock prices of pig farming companies have been soaring all the way.

Some professional institutions predict that in 2019, the total market value of 29 pork concept stocks is expected to increase by 3500 billion yuan!

The current stock price is still not the end!

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Of course, [Chaoqun Group] didn't care about the vows of stockholders who own pig farming companies and are optimistic about the pig farming industry.

[Super Group] No stock trading!
The group only strictly follows the state's schedule, mobilizes the pork reserves in the cold storages of the group, and sells pork at a price slightly lower than the market price in major markets across the country.

Tens of thousands of tons of pork are sold every day!

The national daily pork consumption is around 14 tons.

Disposal of tens of thousands of tons of pork per day can prevent the price of pork from rising. The price has been trading sideways from 13.81 yuan/catties to 13.95 yuan/catties, and has been unable to break through 14 yuan/yuan.

[Chaoqun Group] After selling for a week, the price of pork dropped to 13.5 yuan/catties.

And the stock prices of pig farming companies have also ended their long-term upward trend, and even the stocks of several pig farming companies have fallen by the limit.

Immediately, there was constant wailing in the stock bars of several pig raising companies, and they were all eating noodles with the lights off, and tears couldn't stop streaming down.

And those dealers took the leeks they had harvested, and went to fry and eat meat!
Things have developed to this point, the stockholders, or the market, have long believed that [Chaoqun Group] has a huge pork reserve.

It is too easy for [Superior Group], which has such a huge pork reserve, to cooperate with the country's administrative scheduling capabilities, to suppress the price of pork.

At the end of September, the day before the National Day.

A piece of news about [Superior Group] came out.

It turned out that [Chaoqun Group] last year, in order not to impact the domestic pork market, most of the pork it produced was used for freezing in cold storage.

It was originally intended to be used for the expansion and consumption of its [Little Fresh Meat] brand, as well as for export.

However, African swine fever broke out this year. [Chaoqun Group] is going to judge that after the outbreak of swine fever, the shortage of live pigs will increase significantly, and the price of pork will rise significantly. Therefore, on the one hand, we will expand the production of live pigs, and on the other hand, we will increase our pork reserves.

It is precisely because of this that [Chaoqun Group] has such a high pork reserve.

The amount of reserved pork is so large that [Chaoqun Group]'s own cold storage can't hold it, so they have to rent a third-party cold storage for use.

It is easy to verify the authenticity of these messages.

After all, many actions of [Super Group] have traces to follow, as long as you check it, it will be very clear.

It turned out that [Chaoqun Group] really rented a large number of third-party cold storage after the year and stored an incalculable amount of pork.

As soon as this discovery came out, the price of pork in the market plummeted directly, falling all the way from 13.5 yuan per catty, falling for several days in a row, and directly fell to the price of 11 yuan.

The market has fully recognized that [Chaoqun Group] has such a large amount of pork reserves.

When expectations change, the price of pork will naturally change as well.

No need for the state to do anything, the price of pork fell directly.

The wholesale price of live pigs has fallen, and the retail price of pork on the market has naturally also fallen.

Although the price of pork is still at a high level compared to years ago and the beginning of the year, at least it will not continue to rise. People who want to eat meat can still afford it.

The public naturally welcomes this result.

But some pig raising companies hated the instigator [Chaoqun Group] to the bottom of their bones.

You have so much reserve pork, wouldn't it be good for you to make a fortune in silence?
Quietly sell your pork, quietly search for your floating wealth!

Why publish it?Why sell?
Alright!

The market has accepted this result, and pork can no longer afford to rise!

Pork can’t rise, and the prices of alternative meats such as chicken, duck, beef and mutton have also begun to fall, and the decline is still very strong.

Seeing this situation, those breeding companies hated [Chaoqun Group] even more.

Cutting off people's wealth is like killing their parents!
But hate turns hate, these breeding companies have nothing to do with [Chaoqun Group].

After all, 【Chaoqun Group】entered the pig farming industry through the development of the entire industry chain, including the upstream fertilizer, downstream slaughtering, and sales, which are all controlled by themselves.

Even if these breeding companies want to stumbling the [Chaoqun Group], they still have the heart, but they don't have the ability.

Besides, the [Superior Group], which has solved a major problem in the country, has already registered on it. To target the [Superior Group] at this time, it is the old birthday star who hanged himself—it seems too long!
Of course, even without the intervention of the state, the [Superior Group], which has demonstrated a huge cold storage capacity and a huge capital reserve capacity in this pork incident, has the ability to deal with them.

[Chaoqun Group] can manipulate the market price through the market behavior of buying and selling, like the four major international grain merchants, artificially lowering the sales price and raising the production cost.

As early as 2018, [Chaoqun Group] had this ability. In that year, the total number of [pig farms] of [Chaoqun Group] reached 2550 million heads, equivalent to 211 million tons of pork.

This is an unplanned output.

In that year, not counting the output of [Chaoqun Group]’s pig farms, the country produced a total of 5404 million tons of pork and consumed 5539.8 million tons.

In 2018, the life of major pig raising enterprises was already difficult.Affected by many factors, such as the rise in feed prices, the pig cycle, the outbreak of African swine fever, pork cannot be sold at a price.

The profits of various companies generally declined in 2018, among which [Muyuan Shares]’s net profit attributable to shareholders of listed companies fell by 78.01%, and [Dabeinong]’s net profit attributable to shareholders of listed companies was 5.24 million yuan, a year-on-year decrease of 58.58%; the total profit 7.1 million yuan, a decrease of 54.68% over the same period last year.

If [Chaoqun Group] did not freeze most of the pork, but chose to sell all of it to the market, it would inevitably cause a sharp drop in the pork market.

The major pig raising companies, including the leading [Wen's], not to mention making a profit, are directly losing money!

The more you sell, the more you lose.

Because among all the pig raising companies, [Chaoqun Group] has the lowest comprehensive cost of breeding, and it will be the last one to laugh in the price war.

This kind of behavior happens several times, and at least half of the listed pig raising companies will go bankrupt.

[Chaoqun Group] It is not impossible to use this to expand the number of breeding and control the domestic pork price.

Of course, this kind of behavior will definitely attract a blow from the country.

【Chaoqun Group】While the explosion of pig farming enterprises will inevitably cause a large number of low-level pig farmers to lose their money, which may cause social instability. This is a situation that the country does not want to see.

[Superior Group] has this ability, and will not do this kind of thing.

At the national level, we also saw that [Chaoqun Group] had such a sense of responsibility, which gave it more trust and greater authority.

[Chaoqun Group] already has a faint status like [China Storage Grain] in the pig industry, playing the role of the sea god.

Almost all the pig raising companies have tacitly accepted [Super Group], a rising star, as the leader in the pig industry. No one can ignore the existence of [Super Group]!

From now on, [Chaoqun Group] will study carefully on the module of raising pigs, even if it sneezes.

Because this may directly drive the rise or fall of pork prices.

[Chaoqun Group] Already have this ability to set the price of pigs in one word!

This is the biggest gain of [Chaoqun Group] in this pork war. Of course, Wu Siyuan, the person behind the scenes, also harvested a lot of influence energy.

In addition, although the price of pork has dropped from 13 yuan/catties to 11 yuan/catties, [Chaoqun Group] is still making unimaginable profits.

[Chaoqun Group] The people at the headquarters predict that the sales of pork in 2019 will reach more than 700 million tons.After deducting 4.2 yuan/catties of breeding costs, 2.8 yuan of freezing costs, transportation costs, sales costs, interest costs and other intermediate costs, [Chaoqun Group] can earn 5.3 yuan per catty of pork on average.

More than 700 million tons of pork can give at least 742 billion yuan in profits.

[Chaoqun Group] In order to develop the pig farming industry, it borrowed more than 300 billion yuan from the bank, but within two to three years, it has all been earned back.

After deducting the loan, at least more than 400 billion yuan was earned.

In 2018, the profit of [Wen's] was 42.92 billion yuan, and [Chaoqun Group]'s pig raising business alone was almost the sum of the profits of ten [Wen's].

(End of this chapter)