美国市场报告:市场的外部影响似乎总是我们从没见过的

2017-04-19 14:44:14   浏览量:273
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  2017年4月12日周价格表
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  美国市场报告
  
  USA Market Report
  
  Allan Bentley
  
  abentley@genesus.com
  
  市场的外部影响似乎总是我们从没见过的黑天鹅事件。
  
  在这种情况下,中东地区的发展应当对生猪市场没有任何关联,虽然那个地区没有很多猪肉消费者。
  
  有很多关于新屠宰加工厂要投入生产的传闻,因此将增加屠宰场之间的竞争。但是请记住,相当大部分的屠宰吊链空间被垂直经销商使用,因此不幸的是,可能限制屠宰空间的屠宰商将不得不相互竞争。
  
  我不玩所有的能力,这是实质性地而且积极正面的猪肉行业。更大的问题是我们要把额外的猪肉销往哪里?
  
  我们一直在扩大群体去满足屠宰加工厂的需求,因此我希望我们有买家排队购买市场上的新产品。每个人都指望出口,出口的份额已经占总屠宰量的21%。
  
  Outside influences on markets always seem to be that black swan event we never saw coming.
  
  In this case, the developments in the Middle East should not have any relevance on the hog market, as there is not a lot of pork consumed in that region.
  
  There is a lot of speculation about the new packing plants coming on line, as it should increase competition between packers. But remember, a very large part of this shackle space is used by the vertical integrators, so unfortunately that may limit the space packers will actually have to bid against each other. 
  
  I am not down playing all the capacity, it is substantial and very positive for the Pork Industry. The bigger concern is where are we going to sell this extra meat?
  
  We are growing the herd to meet the needs of these plants, so I hope we have buyers lined up to purchase the new product on the market.  Everyone is counting on exports, which are around 21% of the total kill.
  
  并不意味着我们出口所有生猪,20年前大部分的内脏会被出口。火腿,猪腰,猪尾巴等都有市场。我们可以看到的是这些原始削减成本的变化。我们甚至可能需要算上内脏。通常在北美消费的产品会便宜些,比如猪腰。虽然有些产品不在原先的组合物之中,也可能会有更大的价值。
  
  我们看到很多合同中,屠宰加工商将分割价值作为他们支付这些生猪的公式的一部分。然而,许多地区的生猪没有被计入U.S.D.A.发布的602报告中。
  
  “我们销售一切除了尖叫声”的说法,现今比20年前更贴切。随着大斋节之后现货市场走高,应该阻止那些期货价格进入夏天后走低,为秋天提供一个更好的套期保值机会。
  
  That does not mean we export the whole hog, much of the offal is exported, where it was rendered 20 years ago. Hams, loins, butts, etc. all have markets. What we could see is a shift in cost of each of these primal cuts. We might even need to add the offal into the mix. Products that are normally consumed in North America might get cheaper, such as loins. While some of those products that are not in the primal mix might have a greater value going forward.
  
  Many of contracts we see with packers have a cutout value as part of the formula they pay for these pigs. However, many parts of the hogs are not calculated in the 602 report put out by the U.S.D.A.
  
  The saying “we sell everything except the squeal” is more relevant today than 20 years ago.  As the cash market moves higher after Lent, that should pull up those futures prices heading into summer giving us a better hedging opportunity for the fall.
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  Bob Wiebe加入加裕公司担任区域经理
  
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  加裕公司高兴地宣布,Bob Wiebe将出任Manitoba区域经理。
  
  Bob Wiebe有丰富的养猪经验,管理过自己家族经营的1700头母猪规模猪场。Bob过去的销售经验表明,他服务周到而且专业,同时保持较高的客户满意度。
  
  加裕公司总部位于Manitoba。1995年在Manitoba成立的加裕公司,已经发展成为世界主要养猪基因公司之一。加裕公司以扎根在Manitoba而自豪。我们知道Bob会保持和发展我们Manitoba大本营。加裕公司欢迎Bob来到加裕Manitoba家庭。
  
  Genesus is pleased to announce Bob Wiebe as Territory Manager, Manitoba.
  
  Bob has extensive swine experience, operating as Manager of his family-owned 1700 sow unit. Bob’s past sales experience has shown him to be courteous and professional, while maintaining high customer satisfaction.
  
  Genesus’ home is Manitoba. Since starting in Manitoba in 1995, Genesus has grown to be one of the major swine genetic companies in the world. Genesus is proud of our Manitoba roots. We know Bob will maintain and grow our Manitoba home base. Genesus welcomes Bob to the Genesus Manitoba family.
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