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2020年国内生猪养殖20强企业的出栏市场份额
2020年国内生猪养殖20强企业的出栏市场份额
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所属报告:
农林牧渔行业深度分析:猪周期和养殖股历史复盘和对当前周期探讨-211123(57页).pdf
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在过去 10 年里,我国生猪养殖行业的规模化程度在逐渐提高。“非洲猪瘟”疫情期间,在历史超高盈利和产业内外资本的联合推动下,国内生猪养殖行业的规模化程度更是出现明显的提升。行业 CR5 从 2018 年的 6.45%上升至 2020 年的 9.62%,行业 CR10 从 2018 年的 8.06%上升至2020 年的 12.26%,行业 CR20 从 2018 年的 9.76%上升至 2020 年的 14.53%(“非瘟”期间行业加速整合的背后逻辑可参考我们此前的报告深度《生猪产业规模化红利:相对效率曲线效应(一)》)。如我们前面对美国、加拿大和英国等生猪产业的分析,由于大型专业养殖户和专业化养殖企业面临较强的资本约束,因此在猪价下行并进入亏损阶段时,在压缩产能和停产的动作上,这类型的经营者无论是能力还是意愿均比个体小养殖户要弱,因而行业低谷去产能的速度会更慢,行业亏损幅度更大或亏损持续时间更长,从而使得单位盈利曲线的盈亏对称性趋于增强。我国生猪产业有可能也会遵循这一产业规律。
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农林牧渔行业深度分析:猪周期和养殖股历史复盘和对当前周期探讨-211123(57页).pdf
1962年以来加拿大历史猪价走势(单位:美元/100公斤)
圣农发展历史毛利润构成
1970年以来美国猪价走势(单位:美元/美担)
益生股份历史毛利润构成
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